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: 423,492 shares; 2024Q4: 444,856 shares; 2025Q1: 684,305 shares; 2025Q2: 733,191 shares; 2025Q3: 854,365 shares; 2025Q4: 1,123,883 shares 1,123,883 $49.9M 6.93% +269,518 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 408,367 shares; 2024Q4: 409,300 shares; 2025Q1: 344,866 shares; 2025Q2: 371,718 shares; 2025Q3: 409,484 shares; 2025Q4: 505,783 shares 505,783 $40.6M 5.64% +96,299 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,308 shares; 2024Q4: 290,477 shares; 2025Q1: 390,037 shares; 2025Q2: 396,917 shares; 2025Q3: 438,668 shares; 2025Q4: 522,904 shares 522,904 $24.8M 3.44% +84,236 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: 31,852 shares; 2024Q4: 31,910 shares; 2025Q1: 31,556 shares; 2025Q2: 31,590 shares; 2025Q3: 35,072 shares; 2025Q4: 34,553 shares 34,553 $23.7M 3.29% -519 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,536 shares; 2024Q4: 119,166 shares; 2025Q1: 279,039 shares; 2025Q2: 307,531 shares; 2025Q3: 340,384 shares; 2025Q4: 420,927 shares 420,927 $21M 2.92% +80,543 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: 66,755 shares; 2024Q4: 66,837 shares; 2025Q1: 206,887 shares; 2025Q2: 229,926 shares; 2025Q3: 229,728 shares; 2025Q4: 287,218 shares 287,218 $19M 2.63% +57,490 Timeline LGOV FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,917 shares; 2024Q4: 392,513 shares; 2025Q1: 588,451 shares; 2025Q2: 538,046 shares; 2025Q3: 677,378 shares; 2025Q4: 842,312 shares 842,312 $18.4M 2.55% +164,934 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,354 shares; 2024Q4: 423,582 shares; 2025Q1: 489,802 shares; 2025Q2: 467,120 shares; 2025Q3: 536,772 shares; 2025Q4: 668,341 shares 668,341 $16.8M 2.34% +131,569 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: 58,059 shares; 2024Q4: 58,415 shares; 2025Q1: 59,653 shares; 2025Q2: 59,387 shares; 2025Q3: 60,586 shares; 2025Q4: 60,177 shares 60,177 $16.4M 2.27% -409 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,086 shares; 2024Q4: 150,788 shares; 2025Q1: 105,008 shares; 2025Q2: 112,310 shares; 2025Q3: 134,338 shares; 2025Q4: 175,919 shares 175,919 $16.3M 2.26% +41,581 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: 28,958 shares; 2024Q4: 28,546 shares; 2025Q1: 28,371 shares; 2025Q2: 26,184 shares; 2025Q3: 26,243 shares; 2025Q4: 25,584 shares 25,584 $16M 2.23% -659 Timeline VGK 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: 179,397 shares; 2024Q4: 178,554 shares; 2025Q1: 177,462 shares; 2025Q2: 176,679 shares; 2025Q3: 179,907 shares; 2025Q4: 183,462 shares 183,462 $15.3M 2.13% +3,555 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: 102,981 shares; 2025Q2: 115,120 shares; 2025Q3: 148,030 shares; 2025Q4: 198,732 shares 198,732 $15.3M 2.13% +50,702 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,638 shares; 2024Q4: 56,027 shares; 2025Q1: 136,687 shares; 2025Q2: 144,587 shares; 2025Q3: 161,408 shares; 2025Q4: 204,867 shares 204,867 $14.2M 1.98% +43,459 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,460 shares; 2024Q4: 364,963 shares; 2025Q1: 397,262 shares; 2025Q2: 425,395 shares; 2025Q3: 427,988 shares; 2025Q4: 433,231 shares 433,231 $10.9M 1.51% +5,243 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,198 shares; 2024Q4: 84,287 shares; 2025Q1: 95,111 shares; 2025Q2: 96,609 shares; 2025Q3: 112,613 shares; 2025Q4: 125,309 shares 125,309 $10.7M 1.49% +12,696 Timeline BWX 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: 77,591 shares; 2024Q4: 89,849 shares; 2025Q1: 93,372 shares; 2025Q2: 205,328 shares; 2025Q3: 399,349 shares; 2025Q4: 460,268 shares 460,268 $10.4M 1.44% +60,919 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: 18,601 shares; 2024Q4: 18,426 shares; 2025Q1: 18,728 shares; 2025Q2: 19,138 shares; 2025Q3: 19,615 shares; 2025Q4: 20,499 shares 20,499 $9.91M 1.38% +884 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,346 shares; 2024Q4: 309,258 shares; 2025Q1: 313,453 shares; 2025Q2: 336,281 shares; 2025Q3: 330,062 shares; 2025Q4: 322,496 shares 322,496 $8.68M 1.2% -7,566 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: 122,164 shares; 2024Q4: 117,548 shares; 2025Q1: 116,425 shares; 2025Q2: 123,713 shares; 2025Q3: 131,766 shares; 2025Q4: 137,817 shares 137,817 $8.61M 1.2% +6,051 Timeline VPL 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: 88,369 shares; 2024Q4: 89,044 shares; 2025Q1: 90,208 shares; 2025Q2: 91,000 shares; 2025Q3: 92,309 shares; 2025Q4: 92,066 shares 92,066 $8.32M 1.16% -243 Timeline EWJ 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: not reported; 2025Q1: 47,806 shares; 2025Q2: 55,981 shares; 2025Q3: 74,047 shares; 2025Q4: 97,481 shares 97,481 $7.87M 1.09% +23,434 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: 24,514 shares; 2024Q4: 24,094 shares; 2025Q1: 22,986 shares; 2025Q2: 23,278 shares; 2025Q3: 24,419 shares; 2025Q4: 24,211 shares 24,211 $7.03M 0.98% -208 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,269 shares; 2024Q4: 69,150 shares; 2025Q1: 70,341 shares; 2025Q2: 75,027 shares; 2025Q3: 78,579 shares; 2025Q4: 78,035 shares 78,035 $7.02M 0.98% -544 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: 19,051 shares; 2024Q4: 19,200 shares; 2025Q1: 19,983 shares; 2025Q2: 19,059 shares; 2025Q3: 20,236 shares; 2025Q4: 22,278 shares 22,278 $6.97M 0.97% +2,042 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: 11,204 shares; 2024Q4: 10,574 shares; 2025Q1: 32,403 shares; 2025Q2: 37,417 shares; 2025Q3: 44,583 shares; 2025Q4: 55,319 shares 55,319 $6.65M 0.92% +10,736 Timeline BWZ 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: 179,728 shares; 2024Q4: 164,588 shares; 2025Q1: 159,085 shares; 2025Q2: 179,140 shares; 2025Q3: 219,051 shares; 2025Q4: 233,213 shares 233,213 $6.39M 0.89% +14,162 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,508 shares; 2024Q4: 109,554 shares; 2025Q1: 109,802 shares; 2025Q2: 113,707 shares; 2025Q3: 115,138 shares; 2025Q4: 117,050 shares 117,050 $6.29M 0.87% +1,912 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,513 shares; 2024Q4: 11,259 shares; 2025Q1: 9,852 shares; 2025Q2: 10,294 shares; 2025Q3: 9,209 shares; 2025Q4: 9,110 shares 9,110 $6.21M 0.86% -99 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: 25,663 shares; 2024Q4: 25,484 shares; 2025Q1: 24,463 shares; 2025Q2: 22,864 shares; 2025Q3: 22,263 shares; 2025Q4: 22,795 shares 22,795 $5.88M 0.82% +532 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,696 shares; 2024Q4: 134,696 shares; 2025Q1: 134,696 shares; 2025Q2: 136,585 shares; 2025Q3: 136,585 shares; 2025Q4: 139,004 shares 139,004 $4.99M 0.69% +2,419 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: 107,915 shares; 2024Q4: 114,525 shares; 2025Q1: 112,935 shares; 2025Q2: 131,485 shares; 2025Q3: 151,271 shares; 2025Q4: 186,022 shares 186,022 $4.96M 0.69% +34,751 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: 28,531 shares; 2024Q4: 27,516 shares; 2025Q1: 28,003 shares; 2025Q2: 27,737 shares; 2025Q3: 27,376 shares; 2025Q4: 25,483 shares 25,483 $4.75M 0.66% -1,893 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,144 shares; 2024Q4: 88,215 shares; 2025Q1: 88,407 shares; 2025Q2: 87,145 shares; 2025Q3: 87,199 shares; 2025Q4: 87,270 shares 87,270 $4.66M 0.65% +71 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,599 shares; 2024Q4: 97,916 shares; 2025Q1: 56,543 shares; 2025Q2: 63,668 shares; 2025Q3: 71,965 shares; 2025Q4: 82,764 shares 82,764 $4.19M 0.58% +10,799 Timeline BIL 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: 8,505 shares; 2024Q4: 10,276 shares; 2025Q1: 11,970 shares; 2025Q2: 13,399 shares; 2025Q3: 14,827 shares; 2025Q4: 44,120 shares 44,120 $4.03M 0.56% +29,293 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,717 shares; 2024Q4: 71,416 shares; 2025Q1: 67,363 shares; 2025Q2: 67,502 shares; 2025Q3: 66,329 shares; 2025Q4: 68,524 shares 68,524 $3.95M 0.55% +2,195 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: 25,173 shares; 2024Q4: 68,653 shares; 2025Q1: 72,153 shares; 2025Q2: 81,494 shares; 2025Q3: 78,827 shares; 2025Q4: 70,447 shares 70,447 $3.93M 0.55% -8,380 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,404 shares; 2024Q4: 14,360 shares; 2025Q1: 15,890 shares; 2025Q2: 16,634 shares; 2025Q3: 32,261 shares; 2025Q4: 74,832 shares 74,832 $3.81M 0.53% +42,571 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,990 shares; 2024Q4: 17,382 shares; 2025Q1: 17,956 shares; 2025Q2: 18,229 shares; 2025Q3: 18,580 shares; 2025Q4: 18,511 shares 18,511 $3.8M 0.53% -69 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,004 shares; 2024Q4: 15,049 shares; 2025Q1: 15,283 shares; 2025Q2: 15,221 shares; 2025Q3: 15,435 shares; 2025Q4: 15,415 shares 15,415 $3.79M 0.53% -20 Timeline JIVE 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: 7,875 shares; 2025Q2: 14,125 shares; 2025Q3: 32,355 shares; 2025Q4: 46,095 shares 46,095 $3.7M 0.51% +13,740 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,715 shares; 2024Q4: 26,857 shares; 2025Q1: 26,041 shares; 2025Q2: 24,207 shares; 2025Q3: 24,732 shares; 2025Q4: 25,697 shares 25,697 $3.68M 0.51% +965 Timeline DMXF 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: 40,754 shares; 2024Q4: 41,071 shares; 2025Q1: 42,644 shares; 2025Q2: 43,623 shares; 2025Q3: 43,882 shares; 2025Q4: 47,802 shares 47,802 $3.59M 0.5% +3,920 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: 6,909 shares; 2024Q4: 6,786 shares; 2025Q1: 7,746 shares; 2025Q2: 11,173 shares; 2025Q3: 11,174 shares; 2025Q4: 10,688 shares 10,688 $3.58M 0.5% -486 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: 115,433 shares; 2024Q4: 121,565 shares; 2025Q1: 99,920 shares; 2025Q2: 76,572 shares; 2025Q3: 68,661 shares; 2025Q4: 62,355 shares 62,355 $3.57M 0.5% -6,306 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: 10,565 shares; 2024Q4: 10,022 shares; 2025Q1: 9,034 shares; 2025Q2: 9,030 shares; 2025Q3: 8,850 shares; 2025Q4: 8,856 shares 8,856 $3.51M 0.49% +6 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: 3,302 shares; 2024Q4: 3,329 shares; 2025Q1: 3,217 shares; 2025Q2: 3,292 shares; 2025Q3: 4,197 shares; 2025Q4: 4,033 shares 4,033 $3.48M 0.48% -164 Timeline USEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 67,215 shares 67,215 $3.41M 0.47% new Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,468 shares; 2025Q2: 34,872 shares; 2025Q3: 45,709 shares; 2025Q4: 59,472 shares 59,472 $3.39M 0.47% +13,763 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 73,422 shares; 2025Q2: 84,401 shares; 2025Q3: 105,645 shares; 2025Q4: 142,317 shares 142,317 $3.31M 0.46% +36,672 Timeline VIGI 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: 39,481 shares; 2024Q4: 39,221 shares; 2025Q1: 39,622 shares; 2025Q2: 36,778 shares; 2025Q3: 36,382 shares; 2025Q4: 35,677 shares 35,677 $3.26M 0.45% -705 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,943 shares; 2024Q4: 75,282 shares; 2025Q1: 64,776 shares; 2025Q2: 68,524 shares; 2025Q3: 68,121 shares; 2025Q4: 68,648 shares 68,648 $3.15M 0.44% +527 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: 14,728 shares; 2024Q4: 15,148 shares; 2025Q1: 14,089 shares; 2025Q2: 14,326 shares; 2025Q3: 30,822 shares; 2025Q4: 20,983 shares 20,983 $3.12M 0.43% -9,839 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: 42,941 shares; 2024Q4: 42,207 shares; 2025Q1: 42,886 shares; 2025Q2: 38,931 shares; 2025Q3: 38,785 shares; 2025Q4: 38,213 shares 38,213 $3.1M 0.43% -572 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: 113,320 shares; 2024Q4: 115,134 shares; 2025Q1: 52,026 shares; 2025Q2: 47,425 shares; 2025Q3: 49,283 shares; 2025Q4: 50,295 shares 50,295 $2.91M 0.4% +1,012 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: 38,352 shares; 2024Q4: 35,810 shares; 2025Q1: 32,053 shares; 2025Q2: 32,074 shares; 2025Q3: 32,085 shares; 2025Q4: 36,289 shares 36,289 $2.89M 0.4% +4,204 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: 11,441 shares; 2024Q4: 11,306 shares; 2025Q1: 11,435 shares; 2025Q2: 10,892 shares; 2025Q3: 11,967 shares; 2025Q4: 13,142 shares 13,142 $2.89M 0.4% +1,175 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: 341,396 shares; 2024Q4: 333,409 shares; 2025Q1: 72,084 shares; 2025Q2: 62,198 shares; 2025Q3: 59,645 shares; 2025Q4: 61,536 shares 61,536 $2.88M 0.4% +1,891 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: 10,735 shares; 2024Q4: 11,433 shares; 2025Q1: 11,947 shares; 2025Q2: 12,823 shares; 2025Q3: 13,786 shares; 2025Q4: 12,377 shares 12,377 $2.86M 0.4% -1,409 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,329 shares; 2025Q2: 5,829 shares; 2025Q3: 4,584 shares; 2025Q4: 28,288 shares 28,288 $2.84M 0.39% +23,704 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 25,079 shares; 2025Q2: 38,911 shares; 2025Q3: 42,716 shares; 2025Q4: 42,044 shares 42,044 $2.71M 0.38% -672 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,658 shares; 2024Q4: 43,592 shares; 2025Q1: 42,397 shares; 2025Q2: 39,609 shares; 2025Q3: 37,569 shares; 2025Q4: 35,949 shares 35,949 $2.66M 0.37% -1,620 Timeline VFMF VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,773 shares; 2024Q4: 21,623 shares; 2025Q1: 21,201 shares; 2025Q2: 17,090 shares; 2025Q3: 17,223 shares; 2025Q4: 17,461 shares 17,461 $2.63M 0.37% +238 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: 160,102 shares; 2024Q4: 164,124 shares; 2025Q1: 64,040 shares; 2025Q2: 52,512 shares; 2025Q3: 52,187 shares; 2025Q4: 53,075 shares 53,075 $2.49M 0.35% +888 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,777 shares; 2024Q4: 53,413 shares; 2025Q1: 53,126 shares; 2025Q2: 52,675 shares; 2025Q3: 52,842 shares; 2025Q4: 53,401 shares 53,401 $2.45M 0.34% +559 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,196 shares; 2025Q1: 18,313 shares; 2025Q2: 18,439 shares; 2025Q3: 18,509 shares; 2025Q4: 18,593 shares 18,593 $2.44M 0.34% +84 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,036 shares; 2024Q4: 59,649 shares; 2025Q1: 60,660 shares; 2025Q2: 67,935 shares; 2025Q3: 71,039 shares; 2025Q4: 71,435 shares 71,435 $2.34M 0.32% +396 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,953 shares; 2024Q4: 16,300 shares; 2025Q1: 20,240 shares; 2025Q2: 30,070 shares; 2025Q3: 25,253 shares; 2025Q4: 38,298 shares 38,298 $2.3M 0.32% +13,045 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,781 shares; 2024Q4: 24,762 shares; 2025Q1: 24,382 shares; 2025Q2: 21,649 shares; 2025Q3: 21,481 shares; 2025Q4: 21,406 shares 21,406 $2.28M 0.32% -75 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: 4,543 shares; 2024Q4: 3,862 shares; 2025Q1: 3,798 shares; 2025Q2: 3,955 shares; 2025Q3: 4,112 shares; 2025Q4: 4,372 shares 4,372 $2.13M 0.3% +260 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: 13,531 shares; 2024Q4: 13,571 shares; 2025Q1: 13,774 shares; 2025Q2: 12,401 shares; 2025Q3: 16,623 shares; 2025Q4: 17,357 shares 17,357 $2.09M 0.29% +734 Timeline SLVP 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: 59,918 shares; 2024Q4: 52,853 shares; 2025Q1: 52,780 shares; 2025Q2: 60,053 shares; 2025Q3: 60,765 shares; 2025Q4: 60,801 shares 60,801 $2.08M 0.29% +36 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: 6,000 shares; 2024Q4: 8,300 shares; 2025Q1: 8,300 shares; 2025Q2: 12,390 shares; 2025Q3: 28,443 shares; 2025Q4: 47,039 shares 47,039 $2.05M 0.29% +18,596 Timeline SUSL 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: 14,916 shares; 2024Q4: 17,919 shares; 2025Q1: 19,474 shares; 2025Q2: 19,217 shares; 2025Q3: 15,822 shares; 2025Q4: 16,901 shares 16,901 $2.05M 0.28% +1,079 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,178 shares; 2024Q4: 12,428 shares; 2025Q1: 12,253 shares; 2025Q2: 9,553 shares; 2025Q3: 9,290 shares; 2025Q4: 9,172 shares 9,172 $1.94M 0.27% -118 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: 12,092 shares; 2024Q4: 12,141 shares; 2025Q1: 12,183 shares; 2025Q2: 11,890 shares; 2025Q3: 14,351 shares; 2025Q4: 13,419 shares 13,419 $1.93M 0.27% -932 Timeline IEUR 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: 23,420 shares; 2024Q4: 23,466 shares; 2025Q1: 23,770 shares; 2025Q2: 25,000 shares; 2025Q3: 26,685 shares; 2025Q4: 27,060 shares 27,060 $1.92M 0.27% +375 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: 3,326 shares; 2024Q4: 3,571 shares; 2025Q1: 3,906 shares; 2025Q2: 3,944 shares; 2025Q3: 5,101 shares; 2025Q4: 5,452 shares 5,452 $1.89M 0.26% +351 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,519 shares; 2024Q4: 126,997 shares; 2025Q1: 119,466 shares; 2025Q2: 82,257 shares; 2025Q3: 74,194 shares; 2025Q4: 75,117 shares 75,117 $1.83M 0.25% +923 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,622 shares; 2024Q4: 41,608 shares; 2025Q1: 41,615 shares; 2025Q2: 43,664 shares; 2025Q3: 44,296 shares; 2025Q4: 43,123 shares 43,123 $1.79M 0.25% -1,173 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: 13,171 shares; 2024Q4: 7,705 shares; 2025Q1: 5,148 shares; 2025Q2: 4,615 shares; 2025Q3: 4,345 shares; 2025Q4: 5,499 shares 5,499 $1.72M 0.24% +1,154 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: 2,490 shares; 2024Q4: 2,519 shares; 2025Q1: 2,525 shares; 2025Q2: 2,629 shares; 2025Q3: 3,054 shares; 2025Q4: 2,555 shares 2,555 $1.69M 0.23% -499 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: 2,632 shares; 2024Q4: 3,024 shares; 2025Q1: 2,833 shares; 2025Q2: 3,255 shares; 2025Q3: 4,014 shares; 2025Q4: 3,748 shares 3,748 $1.69M 0.23% -266 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 214,738 shares; 2024Q4: 216,209 shares; 2025Q1: 71,532 shares; 2025Q2: 53,124 shares; 2025Q3: 50,691 shares; 2025Q4: 59,252 shares 59,252 $1.67M 0.23% +8,561 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,527 shares; 2024Q4: 2,986 shares; 2025Q1: 3,400 shares; 2025Q2: 3,483 shares; 2025Q3: 3,422 shares; 2025Q4: 3,465 shares 3,465 $1.64M 0.23% +43 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: 3,637 shares; 2024Q4: 3,261 shares; 2025Q1: 3,450 shares; 2025Q2: 4,270 shares; 2025Q3: 4,774 shares; 2025Q4: 5,024 shares 5,024 $1.62M 0.22% +250 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: 21,893 shares; 2024Q4: 22,206 shares; 2025Q1: 24,480 shares; 2025Q2: 25,508 shares; 2025Q3: 27,689 shares; 2025Q4: 31,759 shares 31,759 $1.6M 0.22% +4,070 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,273 shares; 2024Q4: 33,882 shares; 2025Q1: 34,115 shares; 2025Q2: 38,534 shares; 2025Q3: 38,650 shares; 2025Q4: 35,007 shares 35,007 $1.59M 0.22% -3,643 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: 935 shares; 2024Q4: 798 shares; 2025Q1: 875 shares; 2025Q2: 894 shares; 2025Q3: 1,340 shares; 2025Q4: 1,451 shares 1,451 $1.56M 0.22% +111 Timeline EMNT 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: 9,836 shares; 2024Q4: 9,436 shares; 2025Q1: 10,802 shares; 2025Q2: 13,810 shares; 2025Q3: 15,433 shares; 2025Q4: 15,776 shares 15,776 $1.56M 0.22% +343 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: 40,115 shares; 2024Q4: 45,397 shares; 2025Q1: 45,072 shares; 2025Q2: 40,260 shares; 2025Q3: 40,410 shares; 2025Q4: 40,410 shares 40,410 $1.54M 0.21% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,821 shares; 2024Q4: 2,255 shares; 2025Q1: 2,292 shares; 2025Q2: 2,325 shares; 2025Q3: 2,841 shares; 2025Q4: 2,924 shares 2,924 $1.47M 0.2% +83 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: 2,600 shares; 2024Q4: 2,658 shares; 2025Q1: 2,540 shares; 2025Q2: 2,583 shares; 2025Q3: 2,284 shares; 2025Q4: 2,323 shares 2,323 $1.43M 0.2% +39 Timeline FEMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,455 shares; 2024Q4: 38,776 shares; 2025Q1: 39,677 shares; 2025Q2: 43,439 shares; 2025Q3: 44,748 shares; 2025Q4: 46,187 shares 46,187 $1.38M 0.19% +1,439 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: 5,634 shares; 2024Q4: 6,007 shares; 2025Q1: 6,259 shares; 2025Q2: 6,571 shares; 2025Q3: 7,046 shares; 2025Q4: 7,110 shares 7,110 $1.36M 0.19% +64 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,365 shares; 2024Q4: 41,036 shares; 2025Q1: 47,033 shares; 2025Q2: 29,910 shares; 2025Q3: 33,110 shares; 2025Q4: 35,325 shares 35,325 $1.35M 0.19% +2,215 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,139 shares; 2025Q3: 20,660 shares; 2025Q4: 25,465 shares 25,465 $1.34M 0.19% +4,805 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 29,210 shares; 2025Q4: 34,965 shares 34,965 $1.34M 0.19% +5,755 Timeline MFEM PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 33,315 shares; 2025Q4: 57,690 shares 57,690 $1.33M 0.19% +24,375 Timeline PICB 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: 56,159 shares; 2024Q4: 54,859 shares; 2025Q1: 50,619 shares; 2025Q2: 50,443 shares; 2025Q3: 51,401 shares; 2025Q4: 51,891 shares 51,891 $1.24M 0.17% +490 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,626 shares; 2024Q4: 14,726 shares; 2025Q1: 14,721 shares; 2025Q2: 15,309 shares; 2025Q3: 15,603 shares; 2025Q4: 15,786 shares 15,786 $1.22M 0.17% +183 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,451 shares; 2024Q4: 16,025 shares; 2025Q1: 15,369 shares; 2025Q2: 14,461 shares; 2025Q3: 12,906 shares; 2025Q4: 13,507 shares 13,507 $1.19M 0.17% +601 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: 15,329 shares; 2024Q4: 13,134 shares; 2025Q1: 13,119 shares; 2025Q2: 10,569 shares; 2025Q3: 9,899 shares; 2025Q4: 9,789 shares 9,789 $1.19M 0.17% -110 Timeline EMXF 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: 35,074 shares; 2024Q4: 35,907 shares; 2025Q1: 36,654 shares; 2025Q2: 32,755 shares; 2025Q3: 24,084 shares; 2025Q4: 25,479 shares 25,479 $1.19M 0.16% +1,395 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: 21,908 shares; 2024Q4: 19,758 shares; 2025Q1: 18,791 shares; 2025Q2: 20,299 shares; 2025Q3: 23,487 shares; 2025Q4: 25,533 shares 25,533 $1.14M 0.16% +2,046 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: 7,311 shares; 2024Q4: 8,910 shares; 2025Q1: 9,544 shares; 2025Q2: 9,973 shares; 2025Q3: 21,428 shares; 2025Q4: 16,292 shares 16,292 $1.1M 0.15% -5,136 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,910 shares; 2024Q4: 4,145 shares; 2025Q1: 4,127 shares; 2025Q2: 4,013 shares; 2025Q3: 3,752 shares; 2025Q4: 7,042 shares 7,042 $1.08M 0.15% +3,290 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: 13,456 shares; 2024Q4: 39,667 shares; 2025Q1: 40,446 shares; 2025Q2: 35,841 shares; 2025Q3: 39,432 shares; 2025Q4: 38,873 shares 38,873 $1.07M 0.15% -559 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: 48,999 shares; 2024Q4: 35,645 shares; 2025Q1: 30,152 shares; 2025Q2: 36,617 shares; 2025Q3: 40,099 shares; 2025Q4: 40,450 shares 40,450 $1.04M 0.14% +351 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,983 shares; 2024Q4: 8,517 shares; 2025Q1: 9,430 shares; 2025Q2: 9,572 shares; 2025Q3: 9,629 shares; 2025Q4: 11,217 shares 11,217 $1.03M 0.14% +1,588 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,791 shares; 2024Q4: 4,433 shares; 2025Q1: 4,433 shares; 2025Q2: 4,495 shares; 2025Q3: 4,554 shares; 2025Q4: 4,769 shares 4,769 $1M 0.14% +215 Timeline GEW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,073 shares 19,073 $980K 0.14% new 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: not reported; 2024Q4: 3,690 shares; 2025Q1: 3,861 shares; 2025Q2: 4,911 shares; 2025Q3: 14,470 shares; 2025Q4: 10,812 shares 10,812 $967K 0.13% -3,658 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,476 shares; 2024Q4: 2,993 shares; 2025Q1: 2,983 shares; 2025Q2: 2,982 shares; 2025Q3: 3,050 shares; 2025Q4: 3,048 shares 3,048 $960K 0.13% -2 Timeline ETHO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,494 shares; 2024Q4: 11,419 shares; 2025Q1: 11,803 shares; 2025Q2: 12,022 shares; 2025Q3: 12,616 shares; 2025Q4: 14,156 shares 14,156 $924K 0.13% +1,540 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,274 shares; 2024Q4: 6,370 shares; 2025Q1: 6,306 shares; 2025Q2: 6,044 shares; 2025Q3: 6,057 shares; 2025Q4: 6,083 shares 6,083 $906K 0.13% +26 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,173 shares; 2024Q4: 19,787 shares; 2025Q1: 20,308 shares; 2025Q2: 20,599 shares; 2025Q3: 18,619 shares; 2025Q4: 20,058 shares 20,058 $894K 0.12% +1,439 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,540 shares; 2025Q1: 3,177 shares; 2025Q2: 3,291 shares; 2025Q3: 3,819 shares; 2025Q4: 4,300 shares 4,300 $890K 0.12% +481 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,476 shares; 2024Q4: 106,799 shares; 2025Q1: 28,826 shares; 2025Q2: 22,785 shares; 2025Q3: 21,728 shares; 2025Q4: 21,663 shares 21,663 $885K 0.12% -65 Timeline TOUS 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: 20,660 shares; 2025Q4: 25,345 shares 25,345 $874K 0.12% +4,685 Timeline URA 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: 19,928 shares; 2024Q4: 20,063 shares; 2025Q1: 20,723 shares; 2025Q2: 20,597 shares; 2025Q3: 20,636 shares; 2025Q4: 20,355 shares 20,355 $870K 0.12% -281 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: 703 shares; 2024Q4: 734 shares; 2025Q1: 781 shares; 2025Q2: 813 shares; 2025Q3: 835 shares; 2025Q4: 9,180 shares 9,180 $861K 0.12% +8,345 Timeline VCEB 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: 6,549 shares; 2024Q4: 9,483 shares; 2025Q1: 9,415 shares; 2025Q2: 10,061 shares; 2025Q3: 13,041 shares; 2025Q4: 13,337 shares 13,337 $849K 0.12% +296 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,619 shares; 2025Q1: 1,705 shares; 2025Q2: 2,222 shares; 2025Q3: 2,379 shares; 2025Q4: 2,711 shares 2,711 $824K 0.11% +332 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: 1,375 shares; 2024Q4: 1,419 shares; 2025Q1: 1,568 shares; 2025Q2: 1,784 shares; 2025Q3: 2,085 shares; 2025Q4: 2,346 shares 2,346 $823K 0.11% +261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,114 shares; 2025Q4: 6,210 shares 6,210 $822K 0.11% -5,904 Timeline BGRN 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: 21,616 shares; 2024Q4: 22,208 shares; 2025Q1: 23,443 shares; 2025Q2: 20,600 shares; 2025Q3: 16,847 shares; 2025Q4: 17,096 shares 17,096 $820K 0.11% +249 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: 23,498 shares; 2024Q4: 16,449 shares; 2025Q1: 14,701 shares; 2025Q2: 11,968 shares; 2025Q3: 11,950 shares; 2025Q4: 11,683 shares 11,683 $811K 0.11% -267 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: 25,795 shares; 2024Q4: 17,502 shares; 2025Q1: 17,056 shares; 2025Q2: 17,653 shares; 2025Q3: 18,254 shares; 2025Q4: 19,350 shares 19,350 $804K 0.11% +1,096 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: 8,063 shares; 2024Q4: 7,995 shares; 2025Q1: 8,395 shares; 2025Q2: 8,172 shares; 2025Q3: 8,277 shares; 2025Q4: 8,285 shares 8,285 $788K 0.11% +8 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,915 shares; 2024Q4: 26,548 shares; 2025Q1: 19,660 shares; 2025Q2: 18,444 shares; 2025Q3: 16,704 shares; 2025Q4: 17,479 shares 17,479 $775K 0.11% +775 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,444 shares; 2024Q4: 2,319 shares; 2025Q1: 2,475 shares; 2025Q2: 2,475 shares; 2025Q3: 2,579 shares; 2025Q4: 2,615 shares 2,615 $775K 0.11% +36 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,490 shares; 2024Q4: 49,620 shares; 2025Q1: 45,487 shares; 2025Q2: 45,337 shares; 2025Q3: 42,790 shares; 2025Q4: 46,975 shares 46,975 $772K 0.11% +4,185 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,696 shares; 2025Q1: 6,596 shares; 2025Q2: 6,596 shares; 2025Q3: 6,577 shares; 2025Q4: 6,807 shares 6,807 $761K 0.11% +230 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 10,036 shares; 2025Q3: 10,403 shares; 2025Q4: 10,404 shares 10,404 $756K 0.1% +1 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,356 shares; 2024Q4: 5,349 shares; 2025Q1: 5,349 shares; 2025Q2: 5,397 shares; 2025Q3: 5,398 shares; 2025Q4: 5,399 shares 5,399 $752K 0.1% +1 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: 9,327 shares; 2024Q4: 7,700 shares; 2025Q1: 7,927 shares; 2025Q2: 7,927 shares; 2025Q3: 7,769 shares; 2025Q4: 7,689 shares 7,689 $752K 0.1% -80 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,005 shares; 2025Q1: 4,043 shares; 2025Q2: 3,944 shares; 2025Q3: 4,721 shares; 2025Q4: 4,202 shares 4,202 $747K 0.1% -519 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 2,052 shares; 2025Q1: 2,212 shares; 2025Q2: 2,533 shares; 2025Q3: 3,090 shares; 2025Q4: 3,219 shares 3,219 $736K 0.1% +129 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: 1,597 shares; 2024Q4: 1,502 shares; 2025Q1: 1,598 shares; 2025Q2: 1,640 shares; 2025Q3: 2,012 shares; 2025Q4: 2,132 shares 2,132 $734K 0.1% +120 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,617 shares; 2024Q4: 14,172 shares; 2025Q1: 17,472 shares; 2025Q2: 17,472 shares; 2025Q3: 15,622 shares; 2025Q4: 15,875 shares 15,875 $718K 0.1% +253 Timeline SPYD 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: 16,068 shares; 2024Q4: 16,068 shares; 2025Q1: 16,068 shares; 2025Q2: 16,082 shares; 2025Q3: 16,082 shares; 2025Q4: 16,082 shares 16,082 $696K 0.1% 0 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: 4,969 shares; 2024Q4: 5,087 shares; 2025Q1: 5,604 shares; 2025Q2: 5,633 shares; 2025Q3: 5,907 shares; 2025Q4: 6,172 shares 6,172 $688K 0.1% +265 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: 37,923 shares; 2024Q4: 20,682 shares; 2025Q1: 21,159 shares; 2025Q2: 21,192 shares; 2025Q3: 21,731 shares; 2025Q4: 25,825 shares 25,825 $684K 0.09% +4,094 Timeline MFUS PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 9,335 shares; 2025Q4: 12,033 shares 12,033 $681K 0.09% +2,698 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,376 shares; 2024Q4: 38,512 shares; 2025Q1: 38,844 shares; 2025Q2: 32,829 shares; 2025Q3: 32,129 shares; 2025Q4: 32,087 shares 32,087 $670K 0.09% -42 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: 4,668 shares; 2024Q4: 4,665 shares; 2025Q1: 4,815 shares; 2025Q2: 5,836 shares; 2025Q3: 7,323 shares; 2025Q4: 8,928 shares 8,928 $657K 0.09% +1,605 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 125,860 shares; 2024Q4: 132,593 shares; 2025Q1: 75,516 shares; 2025Q2: 56,611 shares; 2025Q3: 57,105 shares; 2025Q4: 49,595 shares 49,595 $656K 0.09% -7,510 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,528 shares; 2025Q2: 8,918 shares; 2025Q3: 15,020 shares; 2025Q4: 18,194 shares 18,194 $656K 0.09% +3,174 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: 16,387 shares; 2024Q4: 14,086 shares; 2025Q1: 14,492 shares; 2025Q2: 14,539 shares; 2025Q3: 14,393 shares; 2025Q4: 14,253 shares 14,253 $642K 0.09% -140 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: 12,298 shares; 2024Q4: 11,898 shares; 2025Q1: 11,823 shares; 2025Q2: 13,644 shares; 2025Q3: 12,776 shares; 2025Q4: 12,708 shares 12,708 $631K 0.09% -68 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,616 shares; 2024Q4: 35,584 shares; 2025Q1: 36,688 shares; 2025Q2: 30,713 shares; 2025Q3: 30,513 shares; 2025Q4: 31,783 shares 31,783 $626K 0.09% +1,270 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,782 shares; 2025Q1: 9,182 shares; 2025Q2: 8,147 shares; 2025Q3: 9,254 shares; 2025Q4: 8,177 shares 8,177 $617K 0.09% -1,077 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,898 shares; 2024Q4: 20,694 shares; 2025Q1: 22,269 shares; 2025Q2: 23,837 shares; 2025Q3: 23,837 shares; 2025Q4: 23,338 shares 23,338 $612K 0.09% -499 Timeline ESML 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: 15,056 shares; 2024Q4: 15,056 shares; 2025Q1: 14,088 shares; 2025Q2: 12,996 shares; 2025Q3: 12,993 shares; 2025Q4: 12,990 shares 12,990 $597K 0.08% -3 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: 767 shares; 2024Q4: 824 shares; 2025Q1: 912 shares; 2025Q2: 959 shares; 2025Q3: 1,001 shares; 2025Q4: 1,042 shares 1,042 $595K 0.08% +41 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46,095 shares; 2025Q2: 57,125 shares; 2025Q3: 11,720 shares; 2025Q4: 12,204 shares 12,204 $594K 0.08% +484 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: 28,890 shares; 2024Q4: 29,580 shares; 2025Q1: 26,980 shares; 2025Q2: 18,880 shares; 2025Q3: 17,060 shares; 2025Q4: 17,060 shares 17,060 $591K 0.08% 0 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: 1,928 shares; 2024Q4: 1,826 shares; 2025Q1: 1,715 shares; 2025Q2: 1,808 shares; 2025Q3: 1,836 shares; 2025Q4: 1,934 shares 1,934 $591K 0.08% +98 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: 3,935 shares; 2024Q4: 3,842 shares; 2025Q1: 4,018 shares; 2025Q2: 4,426 shares; 2025Q3: 4,305 shares; 2025Q4: 4,115 shares 4,115 $590K 0.08% -190 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,253 shares; 2025Q1: 1,253 shares; 2025Q2: 1,253 shares; 2025Q3: 1,257 shares; 2025Q4: 1,215 shares 1,215 $584K 0.08% -42 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 5,063 shares; 2025Q1: 4,913 shares; 2025Q2: 4,913 shares; 2025Q3: 4,913 shares; 2025Q4: 5,213 shares 5,213 $578K 0.08% +300 Timeline DFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,248 shares; 2024Q4: 14,248 shares; 2025Q1: 13,552 shares; 2025Q2: 13,552 shares; 2025Q3: 12,014 shares; 2025Q4: 12,014 shares 12,014 $573K 0.08% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,093 shares; 2024Q4: 2,133 shares; 2025Q1: 2,200 shares; 2025Q2: 2,266 shares; 2025Q3: 2,113 shares; 2025Q4: 2,149 shares 2,149 $569K 0.08% +36 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: 4,527 shares; 2025Q3: 5,179 shares; 2025Q4: 5,004 shares 5,004 $566K 0.08% -175 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,067 shares; 2024Q4: 5,845 shares; 2025Q1: 6,413 shares; 2025Q2: 6,892 shares; 2025Q3: 7,096 shares; 2025Q4: 7,240 shares 7,240 $558K 0.08% +144 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: 1,330 shares; 2024Q4: 1,322 shares; 2025Q1: 1,358 shares; 2025Q2: 1,349 shares; 2025Q3: 1,378 shares; 2025Q4: 1,507 shares 1,507 $557K 0.08% +129 Timeline RAFE PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER 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: 12,243 shares; 2025Q4: 13,226 shares 13,226 $555K 0.08% +983 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: 4,515 shares; 2024Q4: 4,780 shares; 2025Q1: 4,566 shares; 2025Q2: 4,403 shares; 2025Q3: 4,265 shares; 2025Q4: 4,286 shares 4,286 $552K 0.08% +21 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,521 shares; 2024Q4: 15,362 shares; 2025Q1: 13,475 shares; 2025Q2: 12,571 shares; 2025Q3: 12,605 shares; 2025Q4: 12,512 shares 12,512 $524K 0.07% -93 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: 6,921 shares; 2024Q4: 5,928 shares; 2025Q1: 5,890 shares; 2025Q2: 5,899 shares; 2025Q3: 5,899 shares; 2025Q4: 6,140 shares 6,140 $514K 0.07% +241 Timeline IXC 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: 11,517 shares; 2024Q4: 11,679 shares; 2025Q1: 11,784 shares; 2025Q2: 11,775 shares; 2025Q3: 11,616 shares; 2025Q4: 12,130 shares 12,130 $509K 0.07% +514 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: 484 shares; 2024Q4: 491 shares; 2025Q1: 525 shares; 2025Q2: 557 shares; 2025Q3: 563 shares; 2025Q4: 574 shares 574 $505K 0.07% +11 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 14,029 shares; 2025Q1: 14,029 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 10,589 shares 10,589 $504K 0.07% -4,911 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,608 shares; 2024Q4: 5,284 shares; 2025Q1: 5,284 shares; 2025Q2: 5,273 shares; 2025Q3: 5,262 shares; 2025Q4: 4,228 shares 4,228 $502K 0.07% -1,034 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: 976 shares; 2024Q4: 802 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 831 shares; 2025Q4: 869 shares 869 $498K 0.07% +38 Timeline HLAL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,007 shares; 2024Q4: 8,007 shares; 2025Q1: 8,007 shares; 2025Q2: 8,006 shares; 2025Q3: 7,985 shares; 2025Q4: 7,985 shares 7,985 $495K 0.07% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,396 shares; 2024Q4: 3,452 shares; 2025Q1: 3,483 shares; 2025Q2: 3,586 shares; 2025Q3: 3,941 shares; 2025Q4: 4,005 shares 4,005 $492K 0.07% +64 Timeline AFDM FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,616 shares; 2024Q4: 5,624 shares; 2025Q1: 6,135 shares; 2025Q2: 6,053 shares; 2025Q3: 6,082 shares; 2025Q4: 6,100 shares 6,100 $491K 0.07% +18 Timeline QEFA 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: 7,840 shares; 2024Q4: 6,200 shares; 2025Q1: 5,925 shares; 2025Q2: 5,615 shares; 2025Q3: 5,440 shares; 2025Q4: 5,365 shares 5,365 $486K 0.07% -75 Timeline AVSE 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: 6,840 shares; 2025Q4: 7,397 shares 7,397 $481K 0.07% +557 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: 7,430 shares; 2024Q4: 6,805 shares; 2025Q1: 7,341 shares; 2025Q2: 8,320 shares; 2025Q3: 8,367 shares; 2025Q4: 8,639 shares 8,639 $475K 0.07% +272 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,895 shares; 2024Q4: 2,963 shares; 2025Q1: 2,962 shares; 2025Q2: 2,962 shares; 2025Q3: 2,962 shares; 2025Q4: 2,962 shares 2,962 $474K 0.07% 0 Timeline NUDM 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: 16,586 shares; 2024Q4: 14,071 shares; 2025Q1: 13,883 shares; 2025Q2: 13,737 shares; 2025Q3: 13,556 shares; 2025Q4: 13,077 shares 13,077 $474K 0.07% -479 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: 3,988 shares; 2024Q4: 4,583 shares; 2025Q1: 6,798 shares; 2025Q2: 9,033 shares; 2025Q3: 9,608 shares; 2025Q4: 9,408 shares 9,408 $473K 0.07% -200 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: 4,693 shares; 2024Q4: 3,083 shares; 2025Q1: 3,080 shares; 2025Q2: 3,253 shares; 2025Q3: 4,269 shares; 2025Q4: 4,476 shares 4,476 $471K 0.07% +207 Timeline NUBD 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: 32,196 shares; 2024Q4: 14,578 shares; 2025Q1: 21,072 shares; 2025Q2: 21,072 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares 20,920 $468K 0.06% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,592 shares; 2024Q4: 4,339 shares; 2025Q1: 2,606 shares; 2025Q2: 3,228 shares; 2025Q3: 3,226 shares; 2025Q4: 3,276 shares 3,276 $462K 0.06% +50 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 945 shares 945 $457K 0.06% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,695 shares; 2024Q4: 25,439 shares; 2025Q1: 20,039 shares; 2025Q2: 19,037 shares; 2025Q3: 17,824 shares; 2025Q4: 17,024 shares 17,024 $451K 0.06% -800 Timeline JIRE 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: 5,175 shares; 2024Q4: 9,280 shares; 2025Q1: 7,500 shares; 2025Q2: 6,585 shares; 2025Q3: 5,860 shares; 2025Q4: 6,005 shares 6,005 $450K 0.06% +145 Timeline JMHI 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: 5,356 shares; 2025Q2: 5,903 shares; 2025Q3: 7,377 shares; 2025Q4: 8,837 shares 8,837 $444K 0.06% +1,460 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 540 shares 540 $443K 0.06% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,533 shares; 2024Q4: 4,652 shares; 2025Q1: 4,678 shares; 2025Q2: 4,246 shares; 2025Q3: 3,355 shares; 2025Q4: 4,068 shares 4,068 $442K 0.06% +713 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: 4,629 shares; 2024Q4: 4,775 shares; 2025Q1: 5,140 shares; 2025Q2: 5,588 shares; 2025Q3: 5,479 shares; 2025Q4: 6,301 shares 6,301 $440K 0.06% +822 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 481 shares; 2025Q2: 573 shares; 2025Q3: 561 shares; 2025Q4: 766 shares 766 $434K 0.06% +205 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 463 shares; 2025Q4: 568 shares 568 $428K 0.06% +105 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,099 shares; 2024Q4: 10,732 shares; 2025Q1: 10,761 shares; 2025Q2: 10,083 shares; 2025Q3: 9,771 shares; 2025Q4: 9,746 shares 9,746 $428K 0.06% -25 Timeline XME 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: 3,728 shares; 2025Q1: 3,578 shares; 2025Q2: 3,578 shares; 2025Q3: 4,087 shares; 2025Q4: 4,109 shares 4,109 $426K 0.06% +22 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,462 shares 5,462 $425K 0.06% new 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: 2,861 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,913 shares; 2025Q4: 4,252 shares 4,252 $425K 0.06% -5,661 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: not reported; 2025Q2: not reported; 2025Q3: 11,437 shares; 2025Q4: 11,937 shares 11,937 $422K 0.06% +500 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: 7,019 shares; 2024Q4: 6,077 shares; 2025Q1: 6,266 shares; 2025Q2: 8,135 shares; 2025Q3: 9,795 shares; 2025Q4: 10,109 shares 10,109 $412K 0.06% +314 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,283 shares; 2025Q3: 2,236 shares; 2025Q4: 2,322 shares 2,322 $397K 0.06% +86 Timeline EWU 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: 8,578 shares; 2024Q4: 10,041 shares; 2025Q1: 9,048 shares; 2025Q2: 8,798 shares; 2025Q3: 8,874 shares; 2025Q4: 8,874 shares 8,874 $390K 0.05% 0 Timeline TGRW 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: 14,435 shares; 2024Q4: 13,535 shares; 2025Q1: 12,535 shares; 2025Q2: 9,610 shares; 2025Q3: 9,610 shares; 2025Q4: 8,285 shares 8,285 $381K 0.05% -1,325 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,423 shares; 2024Q4: 10,849 shares; 2025Q1: 11,589 shares; 2025Q2: 11,462 shares; 2025Q3: 11,462 shares; 2025Q4: 15,674 shares 15,674 $377K 0.05% +4,212 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,643 shares; 2024Q4: 11,556 shares; 2025Q1: 11,556 shares; 2025Q2: 14,556 shares; 2025Q3: 12,956 shares; 2025Q4: 13,682 shares 13,682 $372K 0.05% +726 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 2,297 shares 2,297 $369K 0.05% +9 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: not reported; 2024Q4: 3,507 shares; 2025Q1: 3,778 shares; 2025Q2: 3,988 shares; 2025Q3: 4,008 shares; 2025Q4: 3,962 shares 3,962 $369K 0.05% -46 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: 1,993 shares; 2024Q4: 1,978 shares; 2025Q1: 1,978 shares; 2025Q2: 1,628 shares; 2025Q3: 1,811 shares; 2025Q4: 1,747 shares 1,747 $365K 0.05% -64 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,365 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 2,365 shares 2,365 $363K 0.05% 0 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: 4,865 shares; 2025Q2: 6,865 shares; 2025Q3: 6,865 shares; 2025Q4: 6,865 shares 6,865 $361K 0.05% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,672 shares; 2024Q4: 5,812 shares; 2025Q1: 4,629 shares; 2025Q2: 4,066 shares; 2025Q3: 4,073 shares; 2025Q4: 4,083 shares 4,083 $356K 0.05% +10 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,364 shares; 2025Q1: 4,729 shares; 2025Q2: 4,772 shares; 2025Q3: 4,772 shares; 2025Q4: 4,847 shares 4,847 $355K 0.05% +75 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,249 shares; 2024Q4: 22,318 shares; 2025Q1: 22,512 shares; 2025Q2: 10,851 shares; 2025Q3: 11,000 shares; 2025Q4: 12,234 shares 12,234 $348K 0.05% +1,234 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,872 shares 13,872 $347K 0.05% new Timeline HYXF 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: 23,192 shares; 2024Q4: 20,209 shares; 2025Q1: 18,949 shares; 2025Q2: 10,201 shares; 2025Q3: 7,420 shares; 2025Q4: 7,322 shares 7,322 $346K 0.05% -98 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: 1,517 shares; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,860 shares; 2025Q3: 2,433 shares; 2025Q4: 2,265 shares 2,265 $345K 0.05% -168 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: 2,545 shares; 2024Q4: 2,691 shares; 2025Q1: 2,873 shares; 2025Q2: 3,051 shares; 2025Q3: 3,060 shares; 2025Q4: 3,028 shares 3,028 $344K 0.05% -32 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: 16,225 shares; 2024Q4: 15,725 shares; 2025Q1: 15,825 shares; 2025Q2: 14,425 shares; 2025Q3: 13,525 shares; 2025Q4: 11,650 shares 11,650 $344K 0.05% -1,875 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: 4,617 shares; 2024Q4: 4,631 shares; 2025Q1: 4,713 shares; 2025Q2: 4,941 shares; 2025Q3: 5,822 shares; 2025Q4: 5,943 shares 5,943 $343K 0.05% +121 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 854 shares; 2025Q1: 890 shares; 2025Q2: 822 shares; 2025Q3: 1,054 shares; 2025Q4: 1,035 shares 1,035 $342K 0.05% -19 Timeline PPTY ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,240 shares; 2024Q4: 11,240 shares; 2025Q1: 11,340 shares; 2025Q2: 11,340 shares; 2025Q3: 11,340 shares; 2025Q4: 11,340 shares 11,340 $341K 0.05% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 235 shares; 2025Q3: 319 shares; 2025Q4: 318 shares 318 $340K 0.05% -1 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,192 shares; 2025Q1: 1,307 shares; 2025Q2: 1,523 shares; 2025Q3: 1,341 shares; 2025Q4: 1,398 shares 1,398 $339K 0.05% +57 Timeline CMDT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,850 shares; 2025Q4: 12,200 shares 12,200 $337K 0.05% +4,350 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 1,831 shares 1,831 $336K 0.05% +259 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067 shares; 2024Q4: 1,067 shares; 2025Q1: 1,144 shares; 2025Q2: 1,202 shares; 2025Q3: 1,177 shares; 2025Q4: 2,274 shares 2,274 $327K 0.05% +1,097 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,880 shares; 2024Q4: 15,610 shares; 2025Q1: 15,390 shares; 2025Q2: 15,880 shares; 2025Q3: 16,790 shares; 2025Q4: 17,785 shares 17,785 $326K 0.05% +995 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,894 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 5,515 shares; 2025Q3: 6,992 shares; 2025Q4: 6,835 shares 6,835 $322K 0.04% -157 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: 1,596 shares; 2025Q3: 1,688 shares; 2025Q4: 1,799 shares 1,799 $319K 0.04% +111 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: 3,118 shares; 2024Q4: 1,719 shares; 2025Q1: 1,785 shares; 2025Q2: 1,541 shares; 2025Q3: 2,048 shares; 2025Q4: 2,219 shares 2,219 $318K 0.04% +171 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: 1,680 shares; 2024Q4: not reported; 2025Q1: 861 shares; 2025Q2: 933 shares; 2025Q3: 906 shares; 2025Q4: 964 shares 964 $316K 0.04% +58 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,879 shares; 2025Q1: 2,891 shares; 2025Q2: 2,915 shares; 2025Q3: 2,944 shares; 2025Q4: 2,984 shares 2,984 $315K 0.04% +40 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 865 shares; 2025Q3: 968 shares; 2025Q4: 1,020 shares 1,020 $314K 0.04% +52 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: 1,509 shares; 2024Q4: 1,596 shares; 2025Q1: 1,809 shares; 2025Q2: 1,723 shares; 2025Q3: 1,763 shares; 2025Q4: 1,835 shares 1,835 $314K 0.04% +72 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,335 shares; 2024Q4: 5,335 shares; 2025Q1: 5,473 shares; 2025Q2: 5,828 shares; 2025Q3: 5,828 shares; 2025Q4: 5,690 shares 5,690 $311K 0.04% -138 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,204 shares 1,204 $310K 0.04% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,823 shares; 2024Q4: 1,819 shares; 2025Q1: 1,883 shares; 2025Q2: 1,988 shares; 2025Q3: 1,581 shares; 2025Q4: 1,575 shares 1,575 $307K 0.04% -6 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,097 shares; 2025Q4: 4,333 shares 4,333 $305K 0.04% +1,236 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,018 shares; 2025Q4: 1,130 shares 1,130 $303K 0.04% +112 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,320 shares; 2024Q4: 14,058 shares; 2025Q1: 11,266 shares; 2025Q2: 5,646 shares; 2025Q3: 5,171 shares; 2025Q4: 5,171 shares 5,171 $301K 0.04% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 8,995 shares; 2025Q1: 8,992 shares; 2025Q2: 9,014 shares; 2025Q3: 9,014 shares; 2025Q4: 9,105 shares 9,105 $297K 0.04% +91 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: 11,363 shares; 2024Q4: 11,580 shares; 2025Q1: 12,428 shares; 2025Q2: 10,130 shares; 2025Q3: 12,063 shares; 2025Q4: 11,695 shares 11,695 $291K 0.04% -368 Timeline DIV 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: 16,061 shares; 2024Q4: 16,281 shares; 2025Q1: 16,526 shares; 2025Q2: 16,650 shares; 2025Q3: 16,683 shares; 2025Q4: 16,716 shares 16,716 $290K 0.04% +33 Timeline JQUA 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: 4,016 shares; 2025Q1: 4,016 shares; 2025Q2: 4,016 shares; 2025Q3: 4,016 shares; 2025Q4: 4,537 shares 4,537 $287K 0.04% +521 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,338 shares; 2024Q4: 13,626 shares; 2025Q1: 13,468 shares; 2025Q2: 14,810 shares; 2025Q3: 16,020 shares; 2025Q4: 17,498 shares 17,498 $278K 0.04% +1,478 Timeline FKU FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,702 shares; 2025Q3: 5,602 shares; 2025Q4: 5,427 shares 5,427 $276K 0.04% -175 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 258 shares; 2025Q3: 209 shares; 2025Q4: 226 shares 226 $275K 0.04% +17 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: not reported; 2025Q1: 2,410 shares; 2025Q2: 2,395 shares; 2025Q3: 2,395 shares; 2025Q4: 2,395 shares 2,395 $273K 0.04% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,409 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,731 shares; 2025Q4: 1,990 shares 1,990 $272K 0.04% +259 Timeline RING 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: not reported; 2025Q1: 6,810 shares; 2025Q2: not reported; 2025Q3: 3,685 shares; 2025Q4: 3,645 shares 3,645 $268K 0.04% -40 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: 1,931 shares; 2024Q4: 1,847 shares; 2025Q1: not reported; 2025Q2: 2,153 shares; 2025Q3: 1,391 shares; 2025Q4: 1,207 shares 1,207 $258K 0.04% -184 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,936 shares 3,936 $257K 0.04% new Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,392 shares; 2024Q4: 17,429 shares; 2025Q1: 17,550 shares; 2025Q2: 19,180 shares; 2025Q3: 17,064 shares; 2025Q4: 16,409 shares 16,409 $257K 0.04% -655 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,675 shares; 2025Q3: 1,834 shares; 2025Q4: 2,041 shares 2,041 $256K 0.04% +207 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares 2,304 $253K 0.04% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,527 shares; 2024Q4: 4,385 shares; 2025Q1: 4,249 shares; 2025Q2: 4,249 shares; 2025Q3: 4,249 shares; 2025Q4: 3,545 shares 3,545 $251K 0.03% -704 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,258 shares 4,258 $250K 0.03% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,960 shares; 2025Q4: 3,111 shares 3,111 $250K 0.03% +151 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 417 shares; 2024Q4: 422 shares; 2025Q1: 460 shares; 2025Q2: 464 shares; 2025Q3: 476 shares; 2025Q4: 477 shares 477 $249K 0.03% +1 Timeline XOP 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: 1,960 shares; 2024Q4: 1,960 shares; 2025Q1: 1,960 shares; 2025Q2: 1,960 shares; 2025Q3: 1,960 shares; 2025Q4: 1,960 shares 1,960 $247K 0.03% 0 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,069 shares; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 1,957 shares; 2025Q4: 1,957 shares 1,957 $246K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,512 shares; 2025Q4: 1,601 shares 1,601 $246K 0.03% +89 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 492 shares; 2025Q4: 479 shares 479 $245K 0.03% -13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,764 shares 1,764 $243K 0.03% new 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: 12,249 shares; 2024Q4: 12,942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,252 shares 5,252 $243K 0.03% 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: 769 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,045 shares 1,045 $239K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,167 shares; 2025Q3: 1,121 shares; 2025Q4: 1,192 shares 1,192 $237K 0.03% +71 Timeline DFJ 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: 2,221 shares; 2025Q4: 2,457 shares 2,457 $237K 0.03% +236 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: 8,882 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,905 shares; 2025Q3: 9,028 shares; 2025Q4: 9,485 shares 9,485 $236K 0.03% +457 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,345 shares; 2025Q4: 1,353 shares 1,353 $235K 0.03% +8 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,070 shares; 2024Q4: 4,070 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,670 shares; 2025Q4: 1,679 shares 1,679 $234K 0.03% +9 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: 23,462 shares; 2024Q4: 18,296 shares; 2025Q1: 11,372 shares; 2025Q2: 8,816 shares; 2025Q3: 4,651 shares; 2025Q4: 4,634 shares 4,634 $233K 0.03% -17 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,487 shares; 2025Q3: 2,987 shares; 2025Q4: 2,957 shares 2,957 $233K 0.03% -30 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,532 shares 17,532 $232K 0.03% new Timeline UDI USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,207 shares; 2024Q4: 18,429 shares; 2025Q1: 22,865 shares; 2025Q2: 18,276 shares; 2025Q3: not reported; 2025Q4: 7,175 shares 7,175 $231K 0.03% new Timeline BCAT BLACKROCK CAP ALLOCATION TER More: the full row for BLACKROCK CAP ALLOCATION TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,213 shares; 2025Q2: 16,213 shares; 2025Q3: 16,213 shares; 2025Q4: 16,213 shares 16,213 $230K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 906 shares; 2025Q4: 945 shares 945 $228K 0.03% +39 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,250 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,400 shares; 2025Q4: 1,475 shares 1,475 $227K 0.03% +75 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: not reported; 2025Q4: 1,672 shares 1,672 $226K 0.03% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 10,397 shares; 2025Q4: 11,677 shares 11,677 $226K 0.03% +1,280 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: 2,686 shares; 2024Q4: 2,653 shares; 2025Q1: 2,653 shares; 2025Q2: 2,639 shares; 2025Q3: 2,577 shares; 2025Q4: 2,577 shares 2,577 $225K 0.03% 0 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: not reported; 2025Q4: 767 shares 767 $219K 0.03% new Timeline PSCE 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: 4,157 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,614 shares; 2025Q4: 5,006 shares 5,006 $216K 0.03% -608 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 469 shares; 2025Q4: 245 shares 245 $215K 0.03% -224 Timeline TMSL 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: 10,067 shares; 2025Q1: 9,725 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,955 shares 5,955 $214K 0.03% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,551 shares; 2024Q4: 4,443 shares; 2025Q1: 3,999 shares; 2025Q2: 3,958 shares; 2025Q3: 3,998 shares; 2025Q4: 1,788 shares 1,788 $213K 0.03% -2,210 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,806 shares; 2024Q4: 31,228 shares; 2025Q1: 7,846 shares; 2025Q2: not reported; 2025Q3: 4,693 shares; 2025Q4: 4,733 shares 4,733 $213K 0.03% +40 Timeline REMX 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: 10,362 shares; 2024Q4: 9,251 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,876 shares 2,876 $213K 0.03% new Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,250 shares; 2025Q1: 13,300 shares; 2025Q2: 9,750 shares; 2025Q3: not reported; 2025Q4: 8,100 shares 8,100 $213K 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 307 shares; 2025Q4: 312 shares 312 $210K 0.03% +5 Timeline NUEM 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: 9,177 shares; 2024Q4: 7,384 shares; 2025Q1: 7,187 shares; 2025Q2: 6,338 shares; 2025Q3: 6,226 shares; 2025Q4: 5,895 shares 5,895 $210K 0.03% -331 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,303 shares; 2025Q1: not reported; 2025Q2: 779 shares; 2025Q3: 779 shares; 2025Q4: 779 shares 779 $210K 0.03% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,873 shares; 2025Q4: 3,873 shares 3,873 $209K 0.03% 0 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,843 shares; 2025Q4: 1,843 shares 1,843 $209K 0.03% 0 Timeline JPEM 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: 4,356 shares; 2024Q4: 4,657 shares; 2025Q1: 4,657 shares; 2025Q2: 3,754 shares; 2025Q3: not reported; 2025Q4: 3,413 shares 3,413 $207K 0.03% new 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: 2,467 shares; 2024Q4: 2,148 shares; 2025Q1: 1,292 shares; 2025Q2: 1,358 shares; 2025Q3: 1,368 shares; 2025Q4: 922 shares 922 $207K 0.03% -446 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,461 shares; 2025Q4: 3,477 shares 3,477 $204K 0.03% +16 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,195 shares; 2024Q4: 27,698 shares; 2025Q1: 25,474 shares; 2025Q2: 22,025 shares; 2025Q3: 17,475 shares; 2025Q4: 8,800 shares 8,800 $202K 0.03% -8,675 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,211 shares 4,211 $202K 0.03% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 188 shares 188 $201K 0.03% new Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,500 shares; 2025Q1: 14,243 shares; 2025Q2: 14,243 shares; 2025Q3: 14,243 shares; 2025Q4: 14,243 shares 14,243 $186K 0.03% 0 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,495 shares; 2024Q4: 21,495 shares; 2025Q1: 20,713 shares; 2025Q2: 21,362 shares; 2025Q3: 22,472 shares; 2025Q4: 23,497 shares 23,497 $172K 0.02% +1,025 Timeline XFLT XAI OCTAGON FLOATING RATE & AL More: the full row for XAI OCTAGON FLOATING RATE & AL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,360 shares; 2025Q1: 33,133 shares; 2025Q2: 34,471 shares; 2025Q3: 35,776 shares; 2025Q4: 15,435 shares 15,435 $74.1K 0.01% -20,341 Timeline WIT WIPRO LTD More: the full row for WIPRO LTD 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: 10,341 shares; 2025Q4: 13,258 shares 13,258 $37.7K 0.01% +2,917 Timeline