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: 47,599 shares; 2024Q4: 46,769 shares; 2025Q1: 47,781 shares; 2025Q2: 48,103 shares; 2025Q3: 1,418,548 shares; 2025Q4: 1,811,141 shares 1,811,141 $145M 10.9% +392,593 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: 126,155 shares; 2024Q4: 135,411 shares; 2025Q1: 124,015 shares; 2025Q2: 166,949 shares; 2025Q3: 1,268,653 shares; 2025Q4: 1,793,895 shares 1,793,895 $79.7M 5.98% +525,242 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: 321,461 shares; 2024Q4: 326,271 shares; 2025Q1: 326,608 shares; 2025Q2: 338,237 shares; 2025Q3: 145,325 shares; 2025Q4: 103,959 shares 103,959 $71.2M 5.34% -41,366 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: 13,462 shares; 2024Q4: 14,270 shares; 2025Q1: 14,636 shares; 2025Q2: 15,667 shares; 2025Q3: 642,672 shares; 2025Q4: 880,602 shares 880,602 $51M 3.83% +237,930 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,216 shares; 2024Q4: 408,573 shares; 2025Q1: 1,113,568 shares; 2025Q2: 1,114,952 shares; 2025Q3: 1,084,004 shares; 2025Q4: 1,079,089 shares 1,079,089 $46.4M 3.48% -4,915 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: 1,198,159 shares; 2024Q4: 1,248,535 shares; 2025Q1: 1,236,033 shares; 2025Q2: 1,260,429 shares; 2025Q3: 707,599 shares; 2025Q4: 470,031 shares 470,031 $42M 3.15% -237,568 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: 579,993 shares; 2024Q4: 596,751 shares; 2025Q1: 585,362 shares; 2025Q2: 645,443 shares; 2025Q3: 702,972 shares; 2025Q4: 731,625 shares 731,625 $41.6M 3.12% +28,653 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,877 shares; 2024Q4: 109,420 shares; 2025Q1: 33,581 shares; 2025Q2: 35,339 shares; 2025Q3: 113,245 shares; 2025Q4: 117,655 shares 117,655 $40.4M 3.03% +4,410 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: 402,809 shares; 2024Q4: 420,328 shares; 2025Q1: 417,769 shares; 2025Q2: 423,355 shares; 2025Q3: 406,396 shares; 2025Q4: 387,971 shares 387,971 $38.8M 2.91% -18,425 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: 199,639 shares; 2024Q4: 195,289 shares; 2025Q1: 172,776 shares; 2025Q2: 181,248 shares; 2025Q3: 189,835 shares; 2025Q4: 192,469 shares 192,469 $36.9M 2.77% +2,634 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: 84,501 shares; 2024Q4: 79,902 shares; 2025Q1: 75,645 shares; 2025Q2: 75,428 shares; 2025Q3: 74,870 shares; 2025Q4: 72,363 shares 72,363 $35M 2.63% -2,507 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: 713,533 shares; 2024Q4: 704,993 shares; 2025Q1: 667,821 shares; 2025Q2: 685,273 shares; 2025Q3: 716,663 shares; 2025Q4: 733,204 shares 733,204 $33.8M 2.53% +16,541 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: 1,276,535 shares; 2024Q4: 1,285,202 shares; 2025Q1: 1,130,641 shares; 2025Q2: 1,177,230 shares; 2025Q3: 667,932 shares; 2025Q4: 466,314 shares 466,314 $30.8M 2.31% -201,618 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: 8,233 shares; 2024Q4: 8,823 shares; 2025Q1: 9,249 shares; 2025Q2: 24,514 shares; 2025Q3: 451,343 shares; 2025Q4: 626,745 shares 626,745 $29.4M 2.2% +175,402 Timeline FCOM 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: 277,504 shares; 2025Q2: 289,689 shares; 2025Q3: 348,045 shares; 2025Q4: 362,496 shares 362,496 $26.6M 1.99% +14,451 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: 110,584 shares; 2024Q4: 114,245 shares; 2025Q1: 2,586 shares; 2025Q2: 2,560 shares; 2025Q3: 4,072 shares; 2025Q4: 112,649 shares 112,649 $25.3M 1.9% +108,577 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: 211,683 shares; 2024Q4: 209,918 shares; 2025Q1: 208,579 shares; 2025Q2: 224,198 shares; 2025Q3: 227,687 shares; 2025Q4: 231,179 shares 231,179 $24.7M 1.85% +3,492 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: 328,933 shares; 2024Q4: 333,389 shares; 2025Q1: 288,183 shares; 2025Q2: 303,652 shares; 2025Q3: 312,881 shares; 2025Q4: 318,290 shares 318,290 $22.1M 1.66% +5,409 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: 501,108 shares; 2024Q4: 504,885 shares; 2025Q1: 510,754 shares; 2025Q2: 538,466 shares; 2025Q3: 253,694 shares; 2025Q4: 168,754 shares 168,754 $20.3M 1.52% -84,940 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: 11,682 shares; 2024Q4: 11,981 shares; 2025Q1: 11,567 shares; 2025Q2: 22,866 shares; 2025Q3: 311,202 shares; 2025Q4: 431,211 shares 431,211 $20.2M 1.51% +120,009 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: 190,869 shares; 2024Q4: 207,665 shares; 2025Q1: 206,875 shares; 2025Q2: 176,343 shares; 2025Q3: 172,869 shares; 2025Q4: 176,491 shares 176,491 $18.9M 1.42% +3,622 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: 57,708 shares; 2024Q4: 58,021 shares; 2025Q1: 55,768 shares; 2025Q2: 55,842 shares; 2025Q3: 59,542 shares; 2025Q4: 59,763 shares 59,763 $16.2M 1.22% +221 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: 48,917 shares; 2024Q4: 31,746 shares; 2025Q1: 31,867 shares; 2025Q2: 28,579 shares; 2025Q3: 26,063 shares; 2025Q4: 23,950 shares 23,950 $15M 1.13% -2,113 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,266 shares; 2025Q1: 3,005 shares; 2025Q2: 3,523 shares; 2025Q3: 50,680 shares; 2025Q4: 55,376 shares 55,376 $14M 1.05% +4,696 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,943 shares; 2024Q4: 277,953 shares; 2025Q1: 238,692 shares; 2025Q2: 227,625 shares; 2025Q3: 228,755 shares; 2025Q4: 219,540 shares 219,540 $13.3M 0.99% -9,215 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: 131,926 shares; 2024Q4: 134,217 shares; 2025Q1: 132,296 shares; 2025Q2: 132,737 shares; 2025Q3: 138,891 shares; 2025Q4: 140,970 shares 140,970 $13.1M 0.98% +2,079 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213,924 shares; 2025Q2: 223,173 shares; 2025Q3: 233,802 shares; 2025Q4: 262,585 shares 262,585 $12.6M 0.95% +28,783 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: 274,801 shares; 2024Q4: 280,078 shares; 2025Q1: 278,159 shares; 2025Q2: 287,942 shares; 2025Q3: 301,141 shares; 2025Q4: 302,833 shares 302,833 $12.2M 0.91% +1,692 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: 452,944 shares; 2024Q4: 468,759 shares; 2025Q1: 468,828 shares; 2025Q2: 477,957 shares; 2025Q3: 259,235 shares; 2025Q4: 176,739 shares 176,739 $11.9M 0.89% -82,496 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: 30,452 shares; 2024Q4: 30,620 shares; 2025Q1: 32,119 shares; 2025Q2: 31,992 shares; 2025Q3: 34,112 shares; 2025Q4: 37,371 shares 37,371 $11.7M 0.88% +3,259 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,664 shares; 2024Q4: 158,760 shares; 2025Q1: 159,957 shares; 2025Q2: 164,718 shares; 2025Q3: 184,541 shares; 2025Q4: 184,531 shares 184,531 $10.3M 0.77% -10 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: 273,922 shares; 2024Q4: 287,085 shares; 2025Q1: 298,150 shares; 2025Q2: 259,927 shares; 2025Q3: 295,143 shares; 2025Q4: 349,497 shares 349,497 $9.65M 0.72% +54,354 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: 19,404 shares; 2024Q4: 28,249 shares; 2025Q1: 34,068 shares; 2025Q2: 37,608 shares; 2025Q3: 39,416 shares; 2025Q4: 41,120 shares 41,120 $9.49M 0.71% +1,704 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 206,333 shares; 2024Q4: 221,935 shares; 2025Q1: 228,530 shares; 2025Q2: 308,869 shares; 2025Q3: 352,200 shares; 2025Q4: 379,218 shares 379,218 $9.23M 0.69% +27,018 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: 38,718 shares; 2024Q4: 40,386 shares; 2025Q1: 43,273 shares; 2025Q2: 40,212 shares; 2025Q3: 44,617 shares; 2025Q4: 44,039 shares 44,039 $8.21M 0.62% -578 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: 35,481 shares; 2024Q4: 35,723 shares; 2025Q1: 31,611 shares; 2025Q2: 13,069 shares; 2025Q3: 13,024 shares; 2025Q4: 12,753 shares 12,753 $7.83M 0.59% -271 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: 20,444 shares; 2024Q4: 16,582 shares; 2025Q1: 17,172 shares; 2025Q2: 16,572 shares; 2025Q3: 17,006 shares; 2025Q4: 15,218 shares 15,218 $7.42M 0.56% -1,788 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: 33,865 shares; 2024Q4: 33,393 shares; 2025Q1: 32,958 shares; 2025Q2: 33,077 shares; 2025Q3: 32,865 shares; 2025Q4: 33,036 shares 33,036 $7.01M 0.53% +171 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: 31,433 shares; 2024Q4: 31,582 shares; 2025Q1: 31,581 shares; 2025Q2: 32,216 shares; 2025Q3: 31,965 shares; 2025Q4: 31,317 shares 31,317 $6.55M 0.49% -648 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: not reported; 2024Q4: not reported; 2025Q1: 7,232 shares; 2025Q2: 9,837 shares; 2025Q3: 151,841 shares; 2025Q4: 148,911 shares 148,911 $6.5M 0.49% -2,930 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,765 shares; 2024Q4: 17,893 shares; 2025Q1: 18,376 shares; 2025Q2: 18,381 shares; 2025Q3: 133,256 shares; 2025Q4: 240,381 shares 240,381 $6.19M 0.46% +107,125 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: 13,688 shares; 2024Q4: 13,592 shares; 2025Q1: 13,008 shares; 2025Q2: 15,578 shares; 2025Q3: 15,214 shares; 2025Q4: 15,226 shares 15,226 $5.1M 0.38% +12 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45,876 shares; 2025Q1: 70,782 shares; 2025Q2: 51,945 shares; 2025Q3: 50,721 shares; 2025Q4: 42,588 shares 42,588 $5.08M 0.38% -8,133 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,193 shares; 2025Q1: 3,055 shares; 2025Q2: 22,970 shares; 2025Q3: 21,143 shares; 2025Q4: 22,951 shares 22,951 $4.93M 0.37% +1,808 Timeline XSD 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: 895 shares; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 897 shares; 2025Q3: 12,147 shares; 2025Q4: 13,814 shares 13,814 $4.44M 0.33% +1,667 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: 10,163 shares; 2024Q4: 10,579 shares; 2025Q1: 13,378 shares; 2025Q2: 13,887 shares; 2025Q3: 84,031 shares; 2025Q4: 87,119 shares 87,119 $4.43M 0.33% +3,088 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,068 shares; 2024Q4: 98,337 shares; 2025Q1: 96,333 shares; 2025Q2: 96,110 shares; 2025Q3: 99,428 shares; 2025Q4: 93,423 shares 93,423 $4.21M 0.32% -6,005 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: 81,613 shares; 2024Q4: 71,683 shares; 2025Q1: 65,869 shares; 2025Q2: 55,192 shares; 2025Q3: 54,005 shares; 2025Q4: 52,956 shares 52,956 $4.18M 0.31% -1,049 Timeline JMUB 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: 68,535 shares; 2024Q4: 69,318 shares; 2025Q1: 67,824 shares; 2025Q2: 81,108 shares; 2025Q3: 80,723 shares; 2025Q4: 81,374 shares 81,374 $4.11M 0.31% +651 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: 68,556 shares; 2024Q4: 69,207 shares; 2025Q1: 67,548 shares; 2025Q2: 86,992 shares; 2025Q3: 81,489 shares; 2025Q4: 81,691 shares 81,691 $4.11M 0.31% +202 Timeline KCE 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: 24,976 shares; 2024Q4: 22,334 shares; 2025Q1: 22,993 shares; 2025Q2: 25,039 shares; 2025Q3: 23,444 shares; 2025Q4: 27,357 shares 27,357 $4.1M 0.31% +3,913 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 174,091 shares; 2025Q4: 168,613 shares 168,613 $3.99M 0.3% -5,478 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,924 shares; 2024Q4: 87,747 shares; 2025Q1: 95,566 shares; 2025Q2: 97,483 shares; 2025Q3: 97,657 shares; 2025Q4: 107,963 shares 107,963 $3.95M 0.3% +10,306 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,469 shares; 2025Q1: 30,018 shares; 2025Q2: 33,680 shares; 2025Q3: 32,905 shares; 2025Q4: 27,769 shares 27,769 $3.84M 0.29% -5,136 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: 94,671 shares; 2024Q4: 120,963 shares; 2025Q1: 126,916 shares; 2025Q2: 131,004 shares; 2025Q3: 64,736 shares; 2025Q4: 65,649 shares 65,649 $3.76M 0.28% +913 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: 9,492 shares; 2024Q4: 10,538 shares; 2025Q1: 12,962 shares; 2025Q2: 12,980 shares; 2025Q3: 12,815 shares; 2025Q4: 11,660 shares 11,660 $3.76M 0.28% -1,155 Timeline JPIE 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: 71,876 shares; 2025Q4: 76,295 shares 76,295 $3.53M 0.26% +4,419 Timeline GDE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,524 shares; 2025Q4: 54,369 shares 54,369 $3.35M 0.25% -8,155 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: 21,090 shares; 2024Q4: 70,160 shares; 2025Q1: 44,224 shares; 2025Q2: 44,908 shares; 2025Q3: 40,733 shares; 2025Q4: 41,772 shares 41,772 $3.33M 0.25% +1,039 Timeline VPLS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,146 shares; 2025Q3: 32,188 shares; 2025Q4: 42,267 shares 42,267 $3.3M 0.25% +10,079 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,616 shares; 2024Q4: 27,536 shares; 2025Q1: 26,326 shares; 2025Q2: 28,767 shares; 2025Q3: 28,868 shares; 2025Q4: 29,037 shares 29,037 $3.25M 0.24% +169 Timeline FLQM 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: not reported; 2024Q4: not reported; 2025Q1: 5,175 shares; 2025Q2: 41,041 shares; 2025Q3: 47,024 shares; 2025Q4: 53,748 shares 53,748 $3.02M 0.23% +6,724 Timeline ITM 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: 47,727 shares; 2024Q4: 47,966 shares; 2025Q1: 45,134 shares; 2025Q2: 53,270 shares; 2025Q3: 57,699 shares; 2025Q4: 62,990 shares 62,990 $2.97M 0.22% +5,291 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,556 shares; 2024Q4: 34,775 shares; 2025Q1: 33,707 shares; 2025Q2: 33,841 shares; 2025Q3: 15,509 shares; 2025Q4: 15,541 shares 15,541 $2.97M 0.22% +32 Timeline BALT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,519 shares; 2025Q4: 83,300 shares 83,300 $2.79M 0.21% +2,781 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: 232,822 shares; 2024Q4: 42,714 shares; 2025Q1: 38,585 shares; 2025Q2: 37,386 shares; 2025Q3: 35,592 shares; 2025Q4: 33,890 shares 33,890 $2.75M 0.21% -1,702 Timeline HYZD 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: 114,049 shares; 2025Q1: 108,129 shares; 2025Q2: 68,604 shares; 2025Q3: 112,475 shares; 2025Q4: 118,123 shares 118,123 $2.66M 0.2% +5,648 Timeline CGIC 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: 89,718 shares; 2025Q4: 81,810 shares 81,810 $2.66M 0.2% -7,908 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: 15,750 shares; 2024Q4: 15,447 shares; 2025Q1: 15,963 shares; 2025Q2: 17,319 shares; 2025Q3: 18,222 shares; 2025Q4: 17,996 shares 17,996 $2.58M 0.19% -226 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: not reported; 2025Q1: not reported; 2025Q2: 27,568 shares; 2025Q3: 70,260 shares; 2025Q4: 91,972 shares 91,972 $2.52M 0.19% +21,712 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: 32,308 shares; 2024Q4: 32,589 shares; 2025Q1: 27,669 shares; 2025Q2: 24,141 shares; 2025Q3: 24,480 shares; 2025Q4: 24,984 shares 24,984 $2.5M 0.19% +504 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: 6,199 shares; 2024Q4: 6,242 shares; 2025Q1: 5,949 shares; 2025Q2: 5,907 shares; 2025Q3: 7,006 shares; 2025Q4: 7,036 shares 7,036 $2.21M 0.17% +30 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: 18,238 shares; 2024Q4: 18,103 shares; 2025Q1: 17,609 shares; 2025Q2: 18,102 shares; 2025Q3: 19,680 shares; 2025Q4: 16,511 shares 16,511 $2.13M 0.16% -3,169 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: 14,760 shares; 2024Q4: 15,137 shares; 2025Q1: 16,052 shares; 2025Q2: 16,978 shares; 2025Q3: 18,031 shares; 2025Q4: 17,275 shares 17,275 $2.08M 0.16% -756 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 20,840 shares; 2025Q1: 21,652 shares; 2025Q2: 21,976 shares; 2025Q3: 23,484 shares; 2025Q4: 24,359 shares 24,359 $2.04M 0.15% +875 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: 69,130 shares; 2024Q4: 74,180 shares; 2025Q1: 74,972 shares; 2025Q2: 78,007 shares; 2025Q3: 79,858 shares; 2025Q4: 83,349 shares 83,349 $2.02M 0.15% +3,491 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,470 shares; 2024Q4: 67,218 shares; 2025Q1: 79,339 shares; 2025Q2: 89,874 shares; 2025Q3: 108,051 shares; 2025Q4: 112,156 shares 112,156 $1.98M 0.15% +4,105 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: 2,675 shares; 2024Q4: 2,396 shares; 2025Q1: 2,381 shares; 2025Q2: 2,390 shares; 2025Q3: 3,035 shares; 2025Q4: 2,921 shares 2,921 $1.93M 0.14% -114 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: 22,266 shares; 2024Q4: 21,437 shares; 2025Q1: 23,549 shares; 2025Q2: 158,747 shares; 2025Q3: 24,245 shares; 2025Q4: 21,328 shares 21,328 $1.81M 0.14% -2,917 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,226 shares; 2025Q4: 61,894 shares 61,894 $1.79M 0.13% -332 Timeline VNLA 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: 31,084 shares; 2024Q4: 31,550 shares; 2025Q1: 30,726 shares; 2025Q2: 32,133 shares; 2025Q3: 34,309 shares; 2025Q4: 36,250 shares 36,250 $1.78M 0.13% +1,941 Timeline IJT 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: 17,663 shares; 2024Q4: 19,870 shares; 2025Q1: 22,632 shares; 2025Q2: 24,383 shares; 2025Q3: 17,924 shares; 2025Q4: 12,002 shares 12,002 $1.69M 0.13% -5,922 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,764 shares; 2025Q1: 3,481 shares; 2025Q2: 3,376 shares; 2025Q3: 3,720 shares; 2025Q4: 3,297 shares 3,297 $1.66M 0.12% -423 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: 30,943 shares; 2024Q4: 31,897 shares; 2025Q1: 32,097 shares; 2025Q2: 36,047 shares; 2025Q3: 35,175 shares; 2025Q4: 36,119 shares 36,119 $1.63M 0.12% +944 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,533 shares; 2024Q4: 24,838 shares; 2025Q1: 23,660 shares; 2025Q2: 23,201 shares; 2025Q3: 20,690 shares; 2025Q4: 16,923 shares 16,923 $1.61M 0.12% -3,767 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: 13,444 shares; 2024Q4: 12,598 shares; 2025Q1: 11,753 shares; 2025Q2: 12,119 shares; 2025Q3: 12,045 shares; 2025Q4: 12,165 shares 12,165 $1.6M 0.12% +120 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 56,345 shares; 2025Q1: 45,459 shares; 2025Q2: 63,195 shares; 2025Q3: 57,877 shares; 2025Q4: 49,807 shares 49,807 $1.57M 0.12% -8,070 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: 3,057 shares; 2024Q4: 3,038 shares; 2025Q1: 4,641 shares; 2025Q2: 4,430 shares; 2025Q3: 5,631 shares; 2025Q4: 5,281 shares 5,281 $1.56M 0.12% -350 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares 2 $1.51M 0.11% 0 Timeline GSLC 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: 9,054 shares; 2024Q4: 9,883 shares; 2025Q1: 10,649 shares; 2025Q2: 12,315 shares; 2025Q3: 12,302 shares; 2025Q4: 11,350 shares 11,350 $1.5M 0.11% -952 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: not reported; 2025Q1: not reported; 2025Q2: 14,058 shares; 2025Q3: 47,054 shares; 2025Q4: 56,311 shares 56,311 $1.43M 0.11% +9,257 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: 4,680 shares; 2024Q4: 3,698 shares; 2025Q1: 4,284 shares; 2025Q2: 2,795 shares; 2025Q3: 4,491 shares; 2025Q4: 4,091 shares 4,091 $1.42M 0.11% -400 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,064 shares; 2024Q4: 72,623 shares; 2025Q1: 77,849 shares; 2025Q2: 82,539 shares; 2025Q3: 53,467 shares; 2025Q4: 37,560 shares 37,560 $1.4M 0.11% -15,907 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,915 shares; 2024Q4: 16,633 shares; 2025Q1: 12,087 shares; 2025Q2: 13,914 shares; 2025Q3: 14,249 shares; 2025Q4: 14,424 shares 14,424 $1.4M 0.1% +175 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: 380 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 271 shares; 2025Q3: 1,529 shares; 2025Q4: 14,787 shares 14,787 $1.39M 0.1% +13,258 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: 46,485 shares; 2024Q4: 39,118 shares; 2025Q1: 51,530 shares; 2025Q2: 55,284 shares; 2025Q3: 56,580 shares; 2025Q4: 54,465 shares 54,465 $1.35M 0.1% -2,115 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 43,354 shares; 2025Q4: 45,735 shares 45,735 $1.34M 0.1% +2,381 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: not reported; 2024Q4: not reported; 2025Q1: 8,882 shares; 2025Q2: 14,937 shares; 2025Q3: 25,275 shares; 2025Q4: 32,863 shares 32,863 $1.32M 0.1% +7,588 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) 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: 5,955 shares; 2025Q4: 13,085 shares 13,085 $1.31M 0.1% +7,130 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: 8,448 shares; 2024Q4: 7,849 shares; 2025Q1: 4,991 shares; 2025Q2: 4,795 shares; 2025Q3: 4,847 shares; 2025Q4: 4,841 shares 4,841 $1.25M 0.09% -6 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: 27,292 shares; 2024Q4: 27,948 shares; 2025Q1: 28,485 shares; 2025Q2: 29,117 shares; 2025Q3: 30,169 shares; 2025Q4: 30,926 shares 30,926 $1.22M 0.09% +757 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: 21,702 shares; 2024Q4: 21,866 shares; 2025Q1: 21,570 shares; 2025Q2: 22,273 shares; 2025Q3: 22,867 shares; 2025Q4: 24,078 shares 24,078 $1.17M 0.09% +1,211 Timeline TPLC 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: 17,501 shares; 2024Q4: 18,224 shares; 2025Q1: 18,568 shares; 2025Q2: 20,028 shares; 2025Q3: 24,850 shares; 2025Q4: 25,684 shares 25,684 $1.17M 0.09% +834 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: not reported; 2024Q4: not reported; 2025Q1: 10,267 shares; 2025Q2: 16,578 shares; 2025Q3: 23,331 shares; 2025Q4: 32,943 shares 32,943 $1.16M 0.09% +9,612 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: 22,090 shares; 2024Q4: 22,232 shares; 2025Q1: 18,022 shares; 2025Q2: 19,459 shares; 2025Q3: 19,224 shares; 2025Q4: 19,177 shares 19,177 $1.15M 0.09% -47 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: 16,189 shares; 2024Q4: 16,278 shares; 2025Q1: 15,798 shares; 2025Q2: 15,842 shares; 2025Q3: 15,593 shares; 2025Q4: 15,593 shares 15,593 $1.15M 0.09% 0 Timeline LEMB ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,337 shares; 2025Q1: not reported; 2025Q2: 14,426 shares; 2025Q3: 10,443 shares; 2025Q4: 26,344 shares 26,344 $1.1M 0.08% +15,901 Timeline EMB 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: 41,332 shares; 2024Q4: 19,935 shares; 2025Q1: 16,672 shares; 2025Q2: 16,900 shares; 2025Q3: 15,473 shares; 2025Q4: 11,304 shares 11,304 $1.09M 0.08% -4,169 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: 2,187 shares; 2024Q4: 2,417 shares; 2025Q1: 2,509 shares; 2025Q2: 2,624 shares; 2025Q3: 3,232 shares; 2025Q4: 5,009 shares 5,009 $1.07M 0.08% +1,777 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: 8,042 shares; 2024Q4: 8,182 shares; 2025Q1: 8,521 shares; 2025Q2: 14,546 shares; 2025Q3: 14,053 shares; 2025Q4: 19,705 shares 19,705 $1.03M 0.08% +5,652 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,360 shares; 2024Q4: 5,464 shares; 2025Q1: 5,084 shares; 2025Q2: 5,076 shares; 2025Q3: 6,205 shares; 2025Q4: 4,970 shares 4,970 $1.03M 0.08% -1,235 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,399 shares; 2024Q4: 22,829 shares; 2025Q1: 22,226 shares; 2025Q2: 22,267 shares; 2025Q3: 23,085 shares; 2025Q4: 21,309 shares 21,309 $1.02M 0.08% -1,776 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,429 shares; 2025Q4: 38,187 shares 38,187 $1.01M 0.08% -242 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: 4,943 shares; 2024Q4: 4,876 shares; 2025Q1: 3,488 shares; 2025Q2: 3,540 shares; 2025Q3: 4,216 shares; 2025Q4: 4,547 shares 4,547 $999K 0.07% +331 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 9,533 shares; 2025Q4: 25,948 shares 25,948 $998K 0.07% +16,415 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: 29,698 shares; 2024Q4: 8,384 shares; 2025Q1: 48,305 shares; 2025Q2: 42,619 shares; 2025Q3: 16,518 shares; 2025Q4: 12,358 shares 12,358 $996K 0.07% -4,160 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,534 shares; 2024Q4: 12,621 shares; 2025Q1: 12,469 shares; 2025Q2: 17,655 shares; 2025Q3: 18,780 shares; 2025Q4: 19,408 shares 19,408 $977K 0.07% +628 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: 2,098 shares; 2024Q4: 3,450 shares; 2025Q1: 3,252 shares; 2025Q2: 3,468 shares; 2025Q3: 6,114 shares; 2025Q4: 5,004 shares 5,004 $975K 0.07% -1,110 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: not reported; 2025Q3: 1,196 shares; 2025Q4: 3,414 shares 3,414 $974K 0.07% +2,218 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: 527 shares; 2024Q4: not reported; 2025Q1: 1,553 shares; 2025Q2: 1,836 shares; 2025Q3: 1,830 shares; 2025Q4: 1,678 shares 1,678 $961K 0.07% -152 Timeline DON 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: 16,937 shares; 2024Q4: 16,684 shares; 2025Q1: 15,493 shares; 2025Q2: 17,592 shares; 2025Q3: 17,647 shares; 2025Q4: 18,611 shares 18,611 $960K 0.07% +964 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,720 shares; 2024Q4: 8,936 shares; 2025Q1: 8,631 shares; 2025Q2: 8,698 shares; 2025Q3: 8,591 shares; 2025Q4: 8,505 shares 8,505 $960K 0.07% -86 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,352 shares; 2025Q4: 25,087 shares 25,087 $959K 0.07% +14,735 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: 4,075 shares; 2024Q4: 4,048 shares; 2025Q1: 3,914 shares; 2025Q2: 3,926 shares; 2025Q3: 3,938 shares; 2025Q4: 3,950 shares 3,950 $953K 0.07% +12 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: not reported; 2024Q4: 5,614 shares; 2025Q1: not reported; 2025Q2: 13,652 shares; 2025Q3: 15,243 shares; 2025Q4: 21,409 shares 21,409 $952K 0.07% +6,166 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,981 shares; 2025Q2: 17,446 shares; 2025Q3: 20,625 shares; 2025Q4: 41,867 shares 41,867 $948K 0.07% +21,242 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,705 shares; 2024Q4: 13,388 shares; 2025Q1: 14,105 shares; 2025Q2: 15,872 shares; 2025Q3: 17,507 shares; 2025Q4: 17,367 shares 17,367 $936K 0.07% -140 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: 9,006 shares; 2024Q4: 7,843 shares; 2025Q1: 7,569 shares; 2025Q2: 8,736 shares; 2025Q3: 7,986 shares; 2025Q4: 8,358 shares 8,358 $931K 0.07% +372 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,930 shares; 2025Q4: 12,189 shares 12,189 $924K 0.07% +7,259 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,777 shares; 2025Q4: 43,164 shares 43,164 $922K 0.07% +32,387 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,698 shares; 2024Q4: 40,370 shares; 2025Q1: 39,647 shares; 2025Q2: 40,288 shares; 2025Q3: 27,219 shares; 2025Q4: 20,564 shares 20,564 $918K 0.07% -6,655 Timeline EMHC 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: 36,682 shares; 2025Q4: 35,909 shares 35,909 $914K 0.07% -773 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: 5,882 shares; 2024Q4: 7,074 shares; 2025Q1: 6,809 shares; 2025Q2: 6,873 shares; 2025Q3: 31,201 shares; 2025Q4: 1,287 shares 1,287 $878K 0.07% -29,914 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: 3,347 shares; 2024Q4: 2,823 shares; 2025Q1: 3,130 shares; 2025Q2: 3,909 shares; 2025Q3: 3,982 shares; 2025Q4: 3,629 shares 3,629 $829K 0.06% -353 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 812 shares; 2025Q1: 1,389 shares; 2025Q2: 1,085 shares; 2025Q3: 1,874 shares; 2025Q4: 1,842 shares 1,842 $828K 0.06% -32 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,809 shares; 2025Q1: 6,886 shares; 2025Q2: 5,717 shares; 2025Q3: 5,959 shares; 2025Q4: 6,759 shares 6,759 $823K 0.06% +800 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,327 shares; 2025Q3: 18,158 shares; 2025Q4: 22,970 shares 22,970 $819K 0.06% +4,812 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,138 shares; 2025Q1: 17,173 shares; 2025Q2: 25,284 shares; 2025Q3: 27,834 shares; 2025Q4: 32,396 shares 32,396 $804K 0.06% +4,562 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: 5,710 shares; 2024Q4: 5,709 shares; 2025Q1: 5,251 shares; 2025Q2: 5,262 shares; 2025Q3: 5,459 shares; 2025Q4: 5,273 shares 5,273 $804K 0.06% -186 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,772 shares; 2024Q4: 11,616 shares; 2025Q1: 12,231 shares; 2025Q2: 10,813 shares; 2025Q3: 14,694 shares; 2025Q4: 19,725 shares 19,725 $771K 0.06% +5,031 Timeline MGV 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: 6,001 shares; 2024Q4: 5,854 shares; 2025Q1: 5,365 shares; 2025Q2: 5,365 shares; 2025Q3: 5,392 shares; 2025Q4: 5,449 shares 5,449 $769K 0.06% +57 Timeline QUS 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: 5,160 shares; 2024Q4: 5,157 shares; 2025Q1: 4,536 shares; 2025Q2: 4,627 shares; 2025Q3: 4,705 shares; 2025Q4: 4,359 shares 4,359 $759K 0.06% -346 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,060 shares; 2024Q4: 15,345 shares; 2025Q1: 17,920 shares; 2025Q2: 18,492 shares; 2025Q3: 7,014 shares; 2025Q4: 9,087 shares 9,087 $753K 0.06% +2,073 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: 149,760 shares; 2024Q4: 125,075 shares; 2025Q1: 18,800 shares; 2025Q2: 16,259 shares; 2025Q3: 16,443 shares; 2025Q4: 16,448 shares 16,448 $748K 0.06% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,950 shares; 2024Q4: 4,906 shares; 2025Q1: 4,991 shares; 2025Q2: 4,995 shares; 2025Q3: 4,988 shares; 2025Q4: 5,967 shares 5,967 $736K 0.06% +979 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: 4,372 shares; 2024Q4: 4,467 shares; 2025Q1: 4,021 shares; 2025Q2: 3,861 shares; 2025Q3: 4,591 shares; 2025Q4: 6,019 shares 6,019 $732K 0.05% +1,428 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: 1,274 shares; 2024Q4: 1,348 shares; 2025Q1: 1,536 shares; 2025Q2: 3,004 shares; 2025Q3: 3,161 shares; 2025Q4: 2,341 shares 2,341 $721K 0.05% -820 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,648 shares; 2024Q4: 7,842 shares; 2025Q1: 7,439 shares; 2025Q2: 7,482 shares; 2025Q3: 7,044 shares; 2025Q4: 7,361 shares 7,361 $720K 0.05% +317 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: 27,947 shares; 2024Q4: 30,326 shares; 2025Q1: 30,848 shares; 2025Q2: 31,056 shares; 2025Q3: 31,244 shares; 2025Q4: 28,786 shares 28,786 $713K 0.05% -2,458 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: 1,739 shares; 2024Q4: 1,779 shares; 2025Q1: 1,461 shares; 2025Q2: 1,647 shares; 2025Q3: 1,452 shares; 2025Q4: 1,458 shares 1,458 $705K 0.05% +6 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: 10,291 shares; 2024Q4: 10,182 shares; 2025Q1: 9,244 shares; 2025Q2: 9,170 shares; 2025Q3: 9,337 shares; 2025Q4: 9,055 shares 9,055 $697K 0.05% -282 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,860 shares; 2024Q4: 9,863 shares; 2025Q1: 9,573 shares; 2025Q2: 9,643 shares; 2025Q3: 20,649 shares; 2025Q4: 17,743 shares 17,743 $694K 0.05% -2,906 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,688 shares; 2025Q1: 10,688 shares; 2025Q2: 13,431 shares; 2025Q3: 13,431 shares; 2025Q4: 10,208 shares 10,208 $690K 0.05% -3,223 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,890 shares; 2024Q4: 2,922 shares; 2025Q1: 3,160 shares; 2025Q2: 3,169 shares; 2025Q3: 3,384 shares; 2025Q4: 3,725 shares 3,725 $683K 0.05% +341 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: 6,630 shares; 2024Q4: 6,658 shares; 2025Q1: 4,966 shares; 2025Q2: 4,951 shares; 2025Q3: 4,646 shares; 2025Q4: 4,484 shares 4,484 $667K 0.05% -162 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: 812 shares; 2024Q4: 676 shares; 2025Q1: 607 shares; 2025Q2: 963 shares; 2025Q3: 1,096 shares; 2025Q4: 1,127 shares 1,127 $644K 0.05% +31 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: not reported; 2024Q4: not reported; 2025Q1: 12,157 shares; 2025Q2: 12,676 shares; 2025Q3: 15,190 shares; 2025Q4: 15,496 shares 15,496 $631K 0.05% +306 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: 7,061 shares; 2024Q4: 19,929 shares; 2025Q1: 19,981 shares; 2025Q2: 19,685 shares; 2025Q3: 19,761 shares; 2025Q4: 20,935 shares 20,935 $630K 0.05% +1,174 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,330 shares; 2024Q4: 6,873 shares; 2025Q1: 7,460 shares; 2025Q2: 8,514 shares; 2025Q3: not reported; 2025Q4: 6,192 shares 6,192 $630K 0.05% new Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,787 shares; 2024Q4: 2,771 shares; 2025Q1: 7,339 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,193 shares 7,193 $627K 0.05% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,114 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,464 shares; 2025Q3: 1,583 shares; 2025Q4: 1,572 shares 1,572 $623K 0.05% -11 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,790 shares; 2025Q3: 9,824 shares; 2025Q4: 9,938 shares 9,938 $621K 0.05% +114 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: 5,019 shares; 2024Q4: 5,028 shares; 2025Q1: 4,880 shares; 2025Q2: 4,871 shares; 2025Q3: 4,966 shares; 2025Q4: 4,915 shares 4,915 $616K 0.05% -51 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,350 shares; 2025Q3: 6,121 shares; 2025Q4: 8,077 shares 8,077 $616K 0.05% +1,956 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: 2,230 shares; 2024Q4: 2,129 shares; 2025Q1: 2,120 shares; 2025Q2: 2,121 shares; 2025Q3: 2,122 shares; 2025Q4: 4,245 shares 4,245 $611K 0.05% +2,123 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: 12,674 shares; 2024Q4: 13,241 shares; 2025Q1: 7,549 shares; 2025Q2: 7,557 shares; 2025Q3: 9,412 shares; 2025Q4: 9,286 shares 9,286 $608K 0.05% -126 Timeline BLES 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: 11,873 shares; 2024Q4: 12,461 shares; 2025Q1: 12,973 shares; 2025Q2: 14,051 shares; 2025Q3: 14,111 shares; 2025Q4: 13,984 shares 13,984 $604K 0.05% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,598 shares; 2025Q3: 16,235 shares; 2025Q4: 19,745 shares 19,745 $583K 0.04% +3,510 Timeline CDL 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: not reported; 2024Q4: 3,803 shares; 2025Q1: 5,549 shares; 2025Q2: 6,921 shares; 2025Q3: 8,072 shares; 2025Q4: 8,448 shares 8,448 $582K 0.04% +376 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,511 shares; 2024Q4: 3,040 shares; 2025Q1: 3,038 shares; 2025Q2: 3,049 shares; 2025Q3: 3,092 shares; 2025Q4: 3,091 shares 3,091 $573K 0.04% -1 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: 158,247 shares; 2024Q4: 164,949 shares; 2025Q1: 17,806 shares; 2025Q2: 12,679 shares; 2025Q3: 13,225 shares; 2025Q4: 7,716 shares 7,716 $573K 0.04% -5,509 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,344 shares; 2024Q4: 4,320 shares; 2025Q1: 4,222 shares; 2025Q2: 4,142 shares; 2025Q3: 5,028 shares; 2025Q4: 4,900 shares 4,900 $572K 0.04% -128 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: 2,454 shares; 2024Q4: 3,832 shares; 2025Q1: 3,647 shares; 2025Q2: 2,962 shares; 2025Q3: 3,033 shares; 2025Q4: 3,321 shares 3,321 $568K 0.04% +288 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,652 shares; 2024Q4: 7,526 shares; 2025Q1: 7,286 shares; 2025Q2: 7,287 shares; 2025Q3: 7,067 shares; 2025Q4: 6,979 shares 6,979 $568K 0.04% -88 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: 1,168 shares; 2024Q4: 1,913 shares; 2025Q1: 2,226 shares; 2025Q2: 1,189 shares; 2025Q3: 1,183 shares; 2025Q4: 1,510 shares 1,510 $559K 0.04% +327 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: not reported; 2024Q4: 6,356 shares; 2025Q1: 8,001 shares; 2025Q2: 8,869 shares; 2025Q3: 4,088 shares; 2025Q4: 10,025 shares 10,025 $554K 0.04% +5,937 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: 1,854 shares; 2024Q4: 1,868 shares; 2025Q1: 1,983 shares; 2025Q2: 1,783 shares; 2025Q3: 1,787 shares; 2025Q4: 1,601 shares 1,601 $551K 0.04% -186 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,611 shares; 2024Q4: 6,570 shares; 2025Q1: 6,615 shares; 2025Q2: 6,226 shares; 2025Q3: 5,608 shares; 2025Q4: 5,152 shares 5,152 $542K 0.04% -456 Timeline CSB 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: 27,234 shares; 2024Q4: 18,773 shares; 2025Q1: 18,695 shares; 2025Q2: 20,223 shares; 2025Q3: 18,049 shares; 2025Q4: 9,209 shares 9,209 $540K 0.04% -8,840 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: 13,812 shares; 2024Q4: 14,802 shares; 2025Q1: 15,109 shares; 2025Q2: 16,383 shares; 2025Q3: 12,480 shares; 2025Q4: 12,551 shares 12,551 $520K 0.04% +71 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,386 shares; 2025Q1: 2,789 shares; 2025Q2: 3,182 shares; 2025Q3: 4,731 shares; 2025Q4: 2,887 shares 2,887 $513K 0.04% -1,844 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: 444 shares; 2024Q4: 548 shares; 2025Q1: 513 shares; 2025Q2: 381 shares; 2025Q3: 414 shares; 2025Q4: 469 shares 469 $504K 0.04% +55 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 731 shares; 2025Q1: 883 shares; 2025Q2: 969 shares; 2025Q3: 917 shares; 2025Q4: 556 shares 556 $489K 0.04% -361 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: 10,279 shares; 2024Q4: 10,759 shares; 2025Q1: 8,678 shares; 2025Q2: 8,706 shares; 2025Q3: 9,096 shares; 2025Q4: 8,822 shares 8,822 $485K 0.04% -274 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: 3,293 shares; 2024Q4: 3,046 shares; 2025Q1: 3,029 shares; 2025Q2: 3,040 shares; 2025Q3: 3,054 shares; 2025Q4: 3,060 shares 3,060 $474K 0.04% +6 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,670 shares 2,670 $457K 0.03% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 4,322 shares; 2025Q1: 4,405 shares; 2025Q2: 3,734 shares; 2025Q3: 3,786 shares; 2025Q4: 3,720 shares 3,720 $457K 0.03% -66 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,443 shares; 2024Q4: 3,204 shares; 2025Q1: 3,197 shares; 2025Q2: 3,099 shares; 2025Q3: 2,768 shares; 2025Q4: 2,779 shares 2,779 $452K 0.03% +11 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,382 shares; 2025Q4: 12,027 shares 12,027 $444K 0.03% +5,645 Timeline FNCL 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: 271,794 shares; 2024Q4: 319,325 shares; 2025Q1: 292,321 shares; 2025Q2: 299,652 shares; 2025Q3: 310,394 shares; 2025Q4: 5,597 shares 5,597 $435K 0.03% -304,797 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,136 shares; 2025Q1: 1,068 shares; 2025Q2: 1,072 shares; 2025Q3: 1,076 shares; 2025Q4: 1,079 shares 1,079 $420K 0.03% +3 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: 6,509 shares; 2024Q4: 6,791 shares; 2025Q1: 6,837 shares; 2025Q2: 6,908 shares; 2025Q3: 6,979 shares; 2025Q4: 7,069 shares 7,069 $415K 0.03% +90 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: 2,866 shares; 2024Q4: 2,866 shares; 2025Q1: 2,866 shares; 2025Q2: 2,936 shares; 2025Q3: 2,936 shares; 2025Q4: 2,936 shares 2,936 $405K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF 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: 3,892 shares; 2025Q3: 9,051 shares; 2025Q4: 8,065 shares 8,065 $400K 0.03% -986 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: 2,140 shares; 2024Q4: 1,755 shares; 2025Q1: 1,809 shares; 2025Q2: 1,814 shares; 2025Q3: 1,820 shares; 2025Q4: 2,594 shares 2,594 $398K 0.03% +774 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: 1,459 shares; 2024Q4: 1,480 shares; 2025Q1: 1,464 shares; 2025Q2: 1,350 shares; 2025Q3: 1,253 shares; 2025Q4: 1,256 shares 1,256 $392K 0.03% +3 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: 2,930 shares; 2024Q4: 3,125 shares; 2025Q1: 2,876 shares; 2025Q2: 2,711 shares; 2025Q3: 2,906 shares; 2025Q4: 2,718 shares 2,718 $390K 0.03% -188 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: 13,079 shares; 2024Q4: 10,687 shares; 2025Q1: 8,992 shares; 2025Q2: 10,458 shares; 2025Q3: 9,712 shares; 2025Q4: 9,430 shares 9,430 $387K 0.03% -282 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: 1,746 shares; 2024Q4: 1,751 shares; 2025Q1: 1,744 shares; 2025Q2: 1,749 shares; 2025Q3: 1,767 shares; 2025Q4: 1,976 shares 1,976 $386K 0.03% +209 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: 1,001 shares; 2024Q4: 1,032 shares; 2025Q1: 1,023 shares; 2025Q2: 1,012 shares; 2025Q3: 1,407 shares; 2025Q4: 1,083 shares 1,083 $380K 0.03% -324 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,660 shares; 2025Q2: 3,272 shares; 2025Q3: 3,266 shares; 2025Q4: 1,531 shares 1,531 $371K 0.03% -1,735 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: 4,892 shares; 2024Q4: 4,757 shares; 2025Q1: 3,873 shares; 2025Q2: 3,888 shares; 2025Q3: 5,153 shares; 2025Q4: 3,912 shares 3,912 $365K 0.03% -1,241 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 1,415 shares; 2025Q3: 1,317 shares; 2025Q4: 1,295 shares 1,295 $357K 0.03% -22 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: 5,995 shares; 2024Q4: 6,320 shares; 2025Q1: 3,345 shares; 2025Q2: 3,385 shares; 2025Q3: 3,253 shares; 2025Q4: 3,017 shares 3,017 $343K 0.03% -236 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: 23,676 shares; 2024Q4: 19,301 shares; 2025Q1: 19,448 shares; 2025Q2: 19,869 shares; 2025Q3: 12,416 shares; 2025Q4: 10,161 shares 10,161 $340K 0.03% -2,255 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: 509 shares; 2024Q4: 421 shares; 2025Q1: 415 shares; 2025Q2: 528 shares; 2025Q3: 486 shares; 2025Q4: 391 shares 391 $337K 0.03% -95 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: 1,124 shares; 2024Q4: 1,149 shares; 2025Q1: 1,126 shares; 2025Q2: 1,120 shares; 2025Q3: 1,175 shares; 2025Q4: 1,148 shares 1,148 $333K 0.03% -27 Timeline FMAT 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: 5,014 shares; 2025Q3: 5,877 shares; 2025Q4: 6,189 shares 6,189 $329K 0.02% +312 Timeline EZM 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: 6,750 shares; 2024Q4: 6,000 shares; 2025Q1: 5,827 shares; 2025Q2: 4,586 shares; 2025Q3: 4,971 shares; 2025Q4: 4,919 shares 4,919 $329K 0.02% -52 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: 8,754 shares; 2024Q4: 6,664 shares; 2025Q1: 5,734 shares; 2025Q2: 5,618 shares; 2025Q3: 4,624 shares; 2025Q4: 2,835 shares 2,835 $322K 0.02% -1,789 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,079 shares; 2025Q1: 1,088 shares; 2025Q2: 889 shares; 2025Q3: 794 shares; 2025Q4: 474 shares 474 $319K 0.02% -320 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,154 shares; 2025Q3: 4,188 shares; 2025Q4: 4,137 shares 4,137 $319K 0.02% -51 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,633 shares; 2024Q4: 13,633 shares; 2025Q1: 13,633 shares; 2025Q2: 13,633 shares; 2025Q3: 15,778 shares; 2025Q4: 15,778 shares 15,778 $311K 0.02% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,164 shares; 2024Q4: 32,622 shares; 2025Q1: 32,863 shares; 2025Q2: 33,234 shares; 2025Q3: 33,610 shares; 2025Q4: 34,097 shares 34,097 $309K 0.02% +487 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: 13,144 shares; 2024Q4: 43,752 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,990 shares; 2025Q4: 11,258 shares 11,258 $309K 0.02% +1,268 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,368 shares; 2024Q4: 5,299 shares; 2025Q1: 4,046 shares; 2025Q2: 4,036 shares; 2025Q3: 4,231 shares; 2025Q4: 4,333 shares 4,333 $303K 0.02% +102 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,845 shares; 2025Q3: 2,845 shares; 2025Q4: 3,252 shares 3,252 $300K 0.02% +407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 466 shares; 2025Q4: 457 shares 457 $299K 0.02% -9 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,981 shares; 2024Q4: not reported; 2025Q1: 4,147 shares; 2025Q2: 4,100 shares; 2025Q3: 3,702 shares; 2025Q4: 3,699 shares 3,699 $294K 0.02% -3 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,372 shares; 2025Q4: 8,262 shares 8,262 $286K 0.02% +1,890 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: 2,395 shares; 2024Q4: 2,274 shares; 2025Q1: 2,552 shares; 2025Q2: 3,099 shares; 2025Q3: 2,354 shares; 2025Q4: 1,936 shares 1,936 $278K 0.02% -418 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: 75,800 shares; 2025Q2: 399,620 shares; 2025Q3: 456,071 shares; 2025Q4: 1,247 shares 1,247 $277K 0.02% -454,824 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: not reported; 2025Q3: not reported; 2025Q4: 6,066 shares 6,066 $276K 0.02% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 650 shares; 2025Q2: 921 shares; 2025Q3: 928 shares; 2025Q4: 896 shares 896 $274K 0.02% -32 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,327 shares; 2025Q1: 4,266 shares; 2025Q2: 4,267 shares; 2025Q3: 4,267 shares; 2025Q4: 4,267 shares 4,267 $271K 0.02% 0 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: 9,662 shares; 2024Q4: 9,662 shares; 2025Q1: 9,662 shares; 2025Q2: 9,662 shares; 2025Q3: 9,728 shares; 2025Q4: 5,728 shares 5,728 $268K 0.02% -4,000 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: 1,979 shares; 2024Q4: 1,881 shares; 2025Q1: 1,889 shares; 2025Q2: 1,898 shares; 2025Q3: 1,888 shares; 2025Q4: 1,899 shares 1,899 $268K 0.02% +11 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: 1,457 shares; 2024Q4: 1,412 shares; 2025Q1: 1,379 shares; 2025Q2: 1,383 shares; 2025Q3: 919 shares; 2025Q4: 921 shares 921 $266K 0.02% +2 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: 1,733 shares; 2024Q4: 1,741 shares; 2025Q1: 1,705 shares; 2025Q2: 1,713 shares; 2025Q3: 1,720 shares; 2025Q4: 1,635 shares 1,635 $266K 0.02% -85 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,646 shares; 2024Q4: 5,685 shares; 2025Q1: 5,146 shares; 2025Q2: 5,042 shares; 2025Q3: 4,608 shares; 2025Q4: 4,564 shares 4,564 $263K 0.02% -44 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,354 shares; 2025Q4: 2,615 shares 2,615 $261K 0.02% -1,739 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: 7,407 shares; 2024Q4: 10,580 shares; 2025Q1: 11,639 shares; 2025Q2: 10,276 shares; 2025Q3: 12,104 shares; 2025Q4: 10,394 shares 10,394 $259K 0.02% -1,710 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540 shares; 2024Q4: 1,522 shares; 2025Q1: 1,466 shares; 2025Q2: 1,470 shares; 2025Q3: 1,385 shares; 2025Q4: 1,385 shares 1,385 $256K 0.02% 0 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: 3,271 shares; 2024Q4: 3,255 shares; 2025Q1: 3,261 shares; 2025Q2: 3,264 shares; 2025Q3: 3,251 shares; 2025Q4: 2,849 shares 2,849 $251K 0.02% -402 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,042 shares; 2025Q4: 2,857 shares 2,857 $250K 0.02% -185 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 2,524 shares; 2025Q1: 2,507 shares; 2025Q2: 1,832 shares; 2025Q3: 1,839 shares; 2025Q4: 1,840 shares 1,840 $244K 0.02% +1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,875 shares; 2025Q3: not reported; 2025Q4: 1,359 shares 1,359 $241K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 1,018 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,036 shares; 2025Q4: 1,037 shares 1,037 $237K 0.02% +1 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,910 shares; 2025Q1: 4,000 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,387 shares 4,387 $237K 0.02% new Timeline FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,980 shares; 2024Q4: 11,980 shares; 2025Q1: 11,980 shares; 2025Q2: 11,980 shares; 2025Q3: 11,980 shares; 2025Q4: 11,980 shares 11,980 $232K 0.02% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 6,786 shares; 2025Q4: 1,978 shares 1,978 $224K 0.02% -4,808 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: 6,418 shares; 2024Q4: 6,231 shares; 2025Q1: 6,013 shares; 2025Q2: 5,940 shares; 2025Q3: 2,301 shares; 2025Q4: 2,314 shares 2,314 $222K 0.02% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 713 shares; 2025Q4: 678 shares 678 $222K 0.02% -35 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 755 shares; 2025Q4: 753 shares 753 $219K 0.02% -2 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,865 shares; 2025Q4: 3,715 shares 3,715 $218K 0.02% -150 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 64 shares; 2025Q1: 64 shares; 2025Q2: 64 shares; 2025Q3: 64 shares; 2025Q4: 64 shares 64 $217K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,449 shares; 2025Q4: 1,573 shares 1,573 $213K 0.02% -2,876 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: 3,070 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,216 shares; 2025Q3: 2,772 shares; 2025Q4: 2,629 shares 2,629 $211K 0.02% -143 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,942 shares; 2025Q4: 3,278 shares 3,278 $211K 0.02% -2,664 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,716 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,053 shares 12,053 $210K 0.02% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 427 shares 427 $209K 0.02% new Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,868 shares 7,868 $209K 0.02% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,947 shares; 2024Q4: 10,747 shares; 2025Q1: 9,178 shares; 2025Q2: 9,264 shares; 2025Q3: 10,032 shares; 2025Q4: 6,909 shares 6,909 $206K 0.02% -3,123 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 3,133 shares; 2025Q1: 2,644 shares; 2025Q2: 3,021 shares; 2025Q3: 2,600 shares; 2025Q4: 2,614 shares 2,614 $206K 0.02% +14 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 932 shares; 2025Q4: 945 shares 945 $205K 0.02% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $203K 0.02% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,711 shares; 2024Q4: 11,644 shares; 2025Q1: 10,108 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,673 shares 12,673 $166K 0.01% new Timeline FTNJ 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: 14,346 shares 14,346 $126K 0.01% new Timeline URBAN ONE INC URBAN ONE INC More: the full row for URBAN ONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,075 shares; 2024Q4: 13,075 shares; 2025Q1: 13,075 shares; 2025Q2: 13,075 shares; 2025Q3: 13,075 shares; 2025Q4: 13,075 shares 13,075 $11.2K <0.01% 0