IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,048 shares; 2024Q4: 59,289 shares; 2025Q1: 64,657 shares; 2025Q2: 46,361 shares; 2025Q3: 45,151 shares 45,151 $30.2M 3.43% -1,210 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,833 shares; 2024Q4: 863,406 shares; 2025Q1: 866,312 shares; 2025Q2: 846,559 shares; 2025Q3: 822,228 shares 822,228 $19.1M 2.17% -24,331 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,349 shares; 2024Q4: 59,115 shares; 2025Q1: 70,833 shares; 2025Q2: 74,221 shares; 2025Q3: 75,022 shares 75,022 $19.1M 2.17% +801 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,943 shares; 2024Q4: 165,082 shares; 2025Q1: 193,779 shares; 2025Q2: 267,453 shares; 2025Q3: 281,619 shares 281,619 $18.6M 2.11% +14,166 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,539 shares; 2024Q4: 39,400 shares; 2025Q1: 45,106 shares; 2025Q2: 45,473 shares; 2025Q3: 45,601 shares 45,601 $18.3M 2.08% +128 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,553 shares; 2024Q4: 154,144 shares; 2025Q1: 160,209 shares; 2025Q2: 146,208 shares; 2025Q3: 144,290 shares 144,290 $17.4M 1.98% -1,918 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,229 shares; 2024Q4: 571,497 shares; 2025Q1: 581,279 shares; 2025Q2: 580,655 shares; 2025Q3: 545,868 shares 545,868 $17.4M 1.98% -34,787 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,501 shares; 2024Q4: 74,008 shares; 2025Q1: 128,543 shares; 2025Q2: 91,442 shares; 2025Q3: 90,677 shares 90,677 $16.9M 1.92% -765 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,701 shares; 2024Q4: 23,953 shares; 2025Q1: 31,200 shares; 2025Q2: 31,161 shares; 2025Q3: 31,248 shares 31,248 $16.2M 1.84% +87 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,107 shares; 2024Q4: 223,428 shares; 2025Q1: 223,822 shares; 2025Q2: 229,496 shares; 2025Q3: 264,261 shares 264,261 $15.6M 1.77% +34,765 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,797 shares; 2024Q4: 37,789 shares; 2025Q1: 55,153 shares; 2025Q2: 63,358 shares; 2025Q3: 65,196 shares 65,196 $13.5M 1.53% +1,838 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,554 shares; 2024Q4: 311,579 shares; 2025Q1: 313,938 shares; 2025Q2: 293,148 shares; 2025Q3: 276,321 shares 276,321 $12.9M 1.46% -16,827 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,304 shares; 2024Q4: 167,884 shares; 2025Q1: 190,676 shares; 2025Q2: 186,622 shares; 2025Q3: 186,594 shares 186,594 $12.7M 1.44% -28 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,187 shares; 2024Q4: 154,725 shares; 2025Q1: 144,043 shares; 2025Q2: 213,301 shares; 2025Q3: 184,753 shares 184,753 $12.5M 1.42% -28,548 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,866 shares; 2024Q4: 57,116 shares; 2025Q1: 67,924 shares; 2025Q2: 72,480 shares; 2025Q3: 60,896 shares 60,896 $11.8M 1.34% -11,584 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,577 shares; 2024Q4: 69,415 shares; 2025Q1: 71,420 shares; 2025Q2: 66,900 shares; 2025Q3: 63,458 shares 63,458 $11.8M 1.34% -3,442 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,291 shares; 2024Q4: 49,592 shares; 2025Q1: 55,141 shares; 2025Q2: 55,764 shares; 2025Q3: 54,603 shares 54,603 $11.8M 1.34% -1,161 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,244 shares; 2025Q1: 10,616 shares; 2025Q2: 18,375 shares; 2025Q3: 30,921 shares 30,921 $10.3M 1.17% +12,546 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,173 shares; 2024Q4: 348,605 shares; 2025Q1: 353,726 shares; 2025Q2: 348,502 shares; 2025Q3: 348,606 shares 348,606 $10.1M 1.15% +104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,339 shares; 2024Q4: 39,034 shares; 2025Q1: 45,795 shares; 2025Q2: 46,419 shares; 2025Q3: 45,876 shares 45,876 $10.1M 1.14% -543 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,124 shares; 2024Q4: 29,257 shares; 2025Q1: 32,022 shares; 2025Q2: 31,485 shares; 2025Q3: 31,406 shares 31,406 $9.91M 1.12% -79 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,111 shares; 2024Q4: 64,143 shares; 2025Q1: 68,845 shares; 2025Q2: 69,930 shares; 2025Q3: 71,286 shares 71,286 $9.82M 1.11% +1,356 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,858 shares; 2024Q4: 41,457 shares; 2025Q1: 47,443 shares; 2025Q2: 36,885 shares; 2025Q3: 36,781 shares 36,781 $8.94M 1.01% -104 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 15,943 shares; 2025Q1: 17,093 shares; 2025Q2: 17,880 shares; 2025Q3: 18,046 shares 18,046 $8.66M 0.98% +166 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,588 shares; 2024Q4: 379,237 shares; 2025Q1: 386,847 shares; 2025Q2: 336,565 shares; 2025Q3: 331,284 shares 331,284 $8.47M 0.96% -5,281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,314 shares; 2025Q1: 10,367 shares; 2025Q2: 10,719 shares; 2025Q3: 10,655 shares 10,655 $7.82M 0.89% -64 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,043 shares; 2024Q4: 16,423 shares; 2025Q1: 16,870 shares; 2025Q2: 15,154 shares; 2025Q3: 15,310 shares 15,310 $7.51M 0.85% +156 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,629 shares; 2024Q4: 274,709 shares; 2025Q1: 283,231 shares; 2025Q2: 285,415 shares; 2025Q3: 320,297 shares 320,297 $7.49M 0.85% +34,882 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,476 shares; 2024Q4: 68,047 shares; 2025Q1: 70,611 shares; 2025Q2: 69,603 shares; 2025Q3: 69,395 shares 69,395 $7.39M 0.84% -208 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,998 shares; 2024Q4: 90,951 shares; 2025Q1: 91,552 shares; 2025Q2: 90,842 shares; 2025Q3: 87,448 shares 87,448 $7.29M 0.83% -3,394 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,103 shares; 2024Q4: 90,920 shares; 2025Q1: 89,882 shares; 2025Q2: 75,465 shares; 2025Q3: 77,956 shares 77,956 $7.28M 0.83% +2,491 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,131 shares; 2024Q4: 70,045 shares; 2025Q1: 70,965 shares; 2025Q2: 73,154 shares; 2025Q3: 72,088 shares 72,088 $6.6M 0.75% -1,066 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 4,892 shares; 2025Q1: 5,648 shares; 2025Q2: 5,274 shares; 2025Q3: 5,386 shares 5,386 $6.46M 0.73% +112 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,523 shares; 2025Q1: 9,808 shares; 2025Q2: 10,767 shares; 2025Q3: 12,803 shares 12,803 $6.44M 0.73% +2,036 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 36,673 shares; 2025Q1: 35,288 shares; 2025Q2: 34,220 shares; 2025Q3: 33,373 shares 33,373 $6.33M 0.72% -847 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 5,078 shares; 2025Q1: 11,197 shares; 2025Q2: 9,342 shares; 2025Q3: 9,366 shares 9,366 $6.24M 0.71% +24 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,802 shares; 2024Q4: 28,877 shares; 2025Q1: 22,144 shares; 2025Q2: 21,888 shares; 2025Q3: 21,956 shares 21,956 $6.19M 0.7% +68 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 66,864 shares; 2025Q1: 67,034 shares; 2025Q2: 74,089 shares; 2025Q3: 69,728 shares 69,728 $6.18M 0.7% -4,361 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 16,416 shares; 2025Q1: 18,720 shares; 2025Q2: 19,481 shares; 2025Q3: 18,511 shares 18,511 $6.11M 0.69% -970 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: 12,983 shares; 2025Q1: 13,891 shares; 2025Q2: 14,481 shares; 2025Q3: 14,674 shares 14,674 $5.95M 0.67% +193 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,408 shares; 2025Q2: 150,259 shares; 2025Q3: 153,970 shares 153,970 $5.83M 0.66% +3,711 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,636 shares; 2025Q2: 57,244 shares; 2025Q3: 57,987 shares 57,987 $5.68M 0.64% +743 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,364 shares; 2024Q4: 52,830 shares; 2025Q1: 98,960 shares; 2025Q2: 54,642 shares; 2025Q3: 54,502 shares 54,502 $5.62M 0.64% -140 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,664 shares; 2024Q4: 14,395 shares; 2025Q1: 32,563 shares; 2025Q2: 42,558 shares; 2025Q3: 52,887 shares 52,887 $5.45M 0.62% +10,329 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,183 shares; 2024Q4: 300,686 shares; 2025Q1: 302,295 shares; 2025Q2: 230,787 shares; 2025Q3: 231,127 shares 231,127 $5.42M 0.62% +340 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,507 shares; 2025Q3: 155,876 shares 155,876 $5.32M 0.6% +89,369 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,985 shares; 2024Q4: 53,126 shares; 2025Q1: 53,726 shares; 2025Q2: 60,301 shares; 2025Q3: 56,150 shares 56,150 $5.3M 0.6% -4,151 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,919 shares; 2024Q4: 41,281 shares; 2025Q1: 47,100 shares; 2025Q2: 51,488 shares; 2025Q3: 51,036 shares 51,036 $5.18M 0.59% -452 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 13,228 shares; 2025Q1: 14,423 shares; 2025Q2: 14,236 shares; 2025Q3: 14,817 shares 14,817 $5.06M 0.57% +581 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 4,541 shares; 2025Q1: 6,002 shares; 2025Q2: 9,616 shares; 2025Q3: 16,029 shares 16,029 $4.87M 0.55% +6,413 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 26,870 shares; 2025Q1: 30,688 shares; 2025Q2: 32,764 shares; 2025Q3: 33,599 shares 33,599 $4.86M 0.55% +835 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,030 shares; 2024Q4: 22,611 shares; 2025Q1: 29,332 shares; 2025Q2: 29,392 shares; 2025Q3: 29,324 shares 29,324 $4.82M 0.55% -68 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 9,527 shares; 2025Q1: 9,827 shares; 2025Q2: 9,977 shares; 2025Q3: 9,910 shares 9,910 $4.64M 0.53% -67 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,314 shares; 2024Q4: 9,865 shares; 2025Q1: 19,144 shares; 2025Q2: 10,235 shares; 2025Q3: 10,506 shares 10,506 $4.43M 0.5% +271 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 14,709 shares; 2025Q1: 16,404 shares; 2025Q2: 16,572 shares; 2025Q3: 16,804 shares 16,804 $4.31M 0.49% +232 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,337 shares; 2024Q4: 34,177 shares; 2025Q1: 34,692 shares; 2025Q2: 33,042 shares; 2025Q3: 40,357 shares 40,357 $4.22M 0.48% +7,315 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,991 shares; 2024Q4: 29,253 shares; 2025Q1: 29,421 shares; 2025Q2: 30,111 shares; 2025Q3: 27,954 shares 27,954 $4.17M 0.47% -2,157 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 18,866 shares; 2025Q1: 13,324 shares; 2025Q2: 13,305 shares; 2025Q3: 13,357 shares 13,357 $4.08M 0.46% +52 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,849 shares; 2024Q4: 50,753 shares; 2025Q1: 52,548 shares; 2025Q2: 62,703 shares; 2025Q3: 53,902 shares 53,902 $4.01M 0.45% -8,801 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,497 shares; 2024Q4: 42,393 shares; 2025Q1: 39,569 shares; 2025Q2: 40,420 shares; 2025Q3: 41,501 shares 41,501 $3.95M 0.45% +1,081 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,788 shares; 2025Q1: 8,932 shares; 2025Q2: 10,003 shares; 2025Q3: 11,079 shares 11,079 $3.83M 0.43% +1,076 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,458 shares; 2025Q3: 27,981 shares 27,981 $3.75M 0.42% +523 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,370 shares; 2024Q4: 30,030 shares; 2025Q1: 55,604 shares; 2025Q2: 37,497 shares; 2025Q3: 36,233 shares 36,233 $3.73M 0.42% -1,264 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,123 shares; 2024Q4: 110,031 shares; 2025Q1: 110,099 shares; 2025Q2: 111,902 shares; 2025Q3: 110,642 shares 110,642 $3.69M 0.42% -1,260 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 10,129 shares; 2025Q1: 20,037 shares; 2025Q2: 13,094 shares; 2025Q3: 16,210 shares 16,210 $3.69M 0.42% +3,116 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 15,957 shares; 2025Q1: 16,527 shares; 2025Q2: 16,566 shares; 2025Q3: 17,296 shares 17,296 $3.61M 0.41% +730 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,480 shares; 2024Q4: 37,891 shares; 2025Q1: 32,942 shares; 2025Q2: 36,911 shares; 2025Q3: 40,006 shares 40,006 $3.58M 0.41% +3,095 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,205 shares; 2024Q4: 74,624 shares; 2025Q1: 76,500 shares; 2025Q2: 78,887 shares; 2025Q3: 80,661 shares 80,661 $3.55M 0.4% +1,774 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 9,016 shares; 2025Q1: 9,011 shares; 2025Q2: 9,170 shares; 2025Q3: 9,242 shares 9,242 $3.46M 0.39% +72 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,562 shares; 2025Q1: 10,444 shares; 2025Q2: 10,859 shares; 2025Q3: 14,384 shares 14,384 $3.41M 0.39% +3,525 Timeline AVDV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,330 shares; 2024Q4: 36,794 shares; 2025Q1: 37,098 shares; 2025Q2: 38,164 shares; 2025Q3: 36,615 shares 36,615 $3.26M 0.37% -1,549 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,565 shares; 2024Q4: 37,429 shares; 2025Q1: 35,773 shares; 2025Q2: 40,686 shares; 2025Q3: 40,591 shares 40,591 $3.25M 0.37% -95 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 56,949 shares; 2025Q3: 65,720 shares 65,720 $3.25M 0.37% +8,771 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,621 shares; 2025Q1: 4,995 shares; 2025Q2: 5,119 shares; 2025Q3: 6,667 shares 6,667 $3.24M 0.37% +1,548 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,178 shares; 2025Q1: 3,511 shares; 2025Q2: 3,419 shares; 2025Q3: 3,424 shares 3,424 $3.17M 0.36% +5 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,159 shares; 2024Q4: 18,426 shares; 2025Q1: 19,622 shares; 2025Q2: 18,466 shares; 2025Q3: 18,112 shares 18,112 $3.16M 0.36% -354 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,536 shares; 2025Q1: 25,373 shares; 2025Q2: 25,453 shares; 2025Q3: 25,460 shares 25,460 $3.15M 0.36% +7 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,877 shares; 2024Q4: 24,210 shares; 2025Q1: 25,739 shares; 2025Q2: 17,652 shares; 2025Q3: 18,287 shares 18,287 $3.08M 0.35% +635 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,701 shares; 2024Q4: 27,879 shares; 2025Q1: 53,642 shares; 2025Q2: 28,080 shares; 2025Q3: 27,954 shares 27,954 $3.07M 0.35% -126 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 10,945 shares; 2025Q1: 11,414 shares; 2025Q2: 10,928 shares; 2025Q3: 10,419 shares 10,419 $3.06M 0.35% -509 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 15,298 shares; 2025Q1: 16,009 shares; 2025Q2: 10,964 shares; 2025Q3: 11,322 shares 11,322 $3.06M 0.35% +358 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 104,969 shares; 2025Q1: 106,377 shares; 2025Q2: 104,038 shares; 2025Q3: 103,179 shares 103,179 $3.06M 0.35% -859 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,512 shares; 2025Q1: 16,394 shares; 2025Q2: 17,129 shares; 2025Q3: 17,453 shares 17,453 $3.02M 0.34% +324 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,998 shares; 2025Q1: 27,182 shares; 2025Q2: 23,108 shares; 2025Q3: 41,193 shares 41,193 $3M 0.34% +18,085 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 22,761 shares; 2025Q1: 25,326 shares; 2025Q2: 14,092 shares; 2025Q3: 14,720 shares 14,720 $3M 0.34% +628 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,160 shares; 2024Q4: 118,438 shares; 2025Q1: 118,866 shares; 2025Q2: 111,557 shares; 2025Q3: 110,980 shares 110,980 $2.92M 0.33% -577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,181 shares; 2024Q4: 105,102 shares; 2025Q1: 107,285 shares; 2025Q2: 106,246 shares; 2025Q3: 104,767 shares 104,767 $2.92M 0.33% -1,479 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 346 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 13,878 shares 13,878 $2.9M 0.33% +13,824 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,297 shares; 2024Q4: 45,225 shares; 2025Q1: 47,825 shares; 2025Q2: 51,869 shares; 2025Q3: 54,028 shares 54,028 $2.88M 0.33% +2,159 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 4,705 shares; 2025Q1: 7,082 shares; 2025Q2: 6,981 shares; 2025Q3: 7,863 shares 7,863 $2.8M 0.32% +882 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 49,501 shares; 2025Q3: 50,620 shares 50,620 $2.59M 0.29% +1,119 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,349 shares; 2025Q1: 6,585 shares; 2025Q2: 7,320 shares; 2025Q3: 7,359 shares 7,359 $2.58M 0.29% +39 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 9,159 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,124 shares 9,124 $2.55M 0.29% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,201 shares; 2024Q4: 10,558 shares; 2025Q1: 12,996 shares; 2025Q2: 12,567 shares; 2025Q3: 13,157 shares 13,157 $2.53M 0.29% +590 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,000 shares; 2025Q1: 19,485 shares; 2025Q2: 32,240 shares; 2025Q3: 31,584 shares 31,584 $2.52M 0.29% -656 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,937 shares; 2024Q4: 94,540 shares; 2025Q1: 59,011 shares; 2025Q2: 55,512 shares; 2025Q3: 22,047 shares 22,047 $2.51M 0.28% -33,465 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 28,136 shares; 2025Q1: 30,680 shares; 2025Q2: 32,248 shares; 2025Q3: 32,274 shares 32,274 $2.44M 0.28% +26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 2,981 shares; 2025Q1: 3,287 shares; 2025Q2: 3,235 shares; 2025Q3: 3,165 shares 3,165 $2.41M 0.27% -70 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 32,237 shares; 2025Q1: 32,238 shares; 2025Q2: 24,736 shares; 2025Q3: 25,772 shares 25,772 $2.4M 0.27% +1,036 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,926 shares; 2024Q4: 25,805 shares; 2025Q1: 32,375 shares; 2025Q2: 33,209 shares; 2025Q3: 36,619 shares 36,619 $2.38M 0.27% +3,410 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,904 shares; 2024Q4: 24,458 shares; 2025Q1: 26,700 shares; 2025Q2: 27,177 shares; 2025Q3: 27,881 shares 27,881 $2.33M 0.26% +704 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,534 shares; 2025Q3: 5,468 shares 5,468 $2.31M 0.26% +934 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,365 shares; 2025Q1: 11,259 shares; 2025Q2: 5,082 shares; 2025Q3: 5,047 shares 5,047 $2.31M 0.26% -35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,911 shares; 2025Q1: 3,710 shares; 2025Q2: 3,626 shares; 2025Q3: 3,765 shares 3,765 $2.31M 0.26% +139 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,021 shares; 2024Q4: 44,792 shares; 2025Q1: 43,937 shares; 2025Q2: 42,472 shares; 2025Q3: 45,226 shares 45,226 $2.27M 0.26% +2,754 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,894 shares; 2024Q4: 27,755 shares; 2025Q1: 28,946 shares; 2025Q2: 28,455 shares; 2025Q3: 28,577 shares 28,577 $2.24M 0.25% +122 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 26,932 shares; 2025Q1: 27,936 shares; 2025Q2: 28,921 shares; 2025Q3: 22,119 shares 22,119 $2.22M 0.25% -6,802 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,222 shares; 2025Q1: 3,869 shares; 2025Q2: 4,399 shares; 2025Q3: 4,493 shares 4,493 $2.22M 0.25% +94 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,797 shares; 2025Q3: 3,885 shares 3,885 $2.21M 0.25% +88 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,220 shares; 2025Q3: 31,604 shares 31,604 $2.2M 0.25% -2,616 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 7,645 shares; 2025Q3: 7,788 shares 7,788 $2.2M 0.25% +143 Timeline EDIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,678 shares; 2024Q4: 53,349 shares; 2025Q1: 56,123 shares; 2025Q2: 54,740 shares; 2025Q3: 54,965 shares 54,965 $2.14M 0.24% +225 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,217 shares; 2025Q1: 116,969 shares; 2025Q2: 84,206 shares; 2025Q3: 85,359 shares 85,359 $2.1M 0.24% +1,153 Timeline VCLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,829 shares; 2024Q4: 27,013 shares; 2025Q1: 27,151 shares; 2025Q2: 26,487 shares; 2025Q3: 26,587 shares 26,587 $2.06M 0.23% +100 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,114 shares; 2024Q4: 55,329 shares; 2025Q1: 51,146 shares; 2025Q2: 48,320 shares; 2025Q3: 44,970 shares 44,970 $2.05M 0.23% -3,350 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,842 shares; 2024Q4: 36,619 shares; 2025Q1: 41,391 shares; 2025Q2: 39,476 shares; 2025Q3: 37,944 shares 37,944 $2.04M 0.23% -1,532 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,029 shares; 2025Q1: 3,972 shares; 2025Q2: 3,606 shares; 2025Q3: 3,377 shares 3,377 $2.03M 0.23% -229 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,342 shares; 2025Q3: 25,781 shares 25,781 $2M 0.23% +439 Timeline DWX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,291 shares; 2024Q4: 47,567 shares; 2025Q1: 49,327 shares; 2025Q2: 47,790 shares; 2025Q3: 46,831 shares 46,831 $2M 0.23% -959 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,401 shares 4,401 $1.97M 0.22% +240 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 5,611 shares; 2025Q1: 9,531 shares; 2025Q2: 8,191 shares; 2025Q3: 8,075 shares 8,075 $1.97M 0.22% -116 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,213 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,379 shares 4,379 $1.95M 0.22% -84 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,607 shares; 2025Q1: 29,513 shares; 2025Q2: 30,958 shares; 2025Q3: 30,739 shares 30,739 $1.87M 0.21% -219 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,897 shares; 2024Q4: 19,984 shares; 2025Q1: 23,817 shares; 2025Q2: 15,765 shares; 2025Q3: 15,711 shares 15,711 $1.87M 0.21% -54 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 8,104 shares; 2025Q1: 10,051 shares; 2025Q2: 7,125 shares; 2025Q3: 7,213 shares 7,213 $1.77M 0.2% +88 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,765 shares; 2024Q4: 23,502 shares; 2025Q1: 24,278 shares; 2025Q2: 27,633 shares; 2025Q3: 27,944 shares 27,944 $1.76M 0.2% +311 Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,023 shares; 2024Q4: 37,631 shares; 2025Q1: 37,406 shares; 2025Q2: 34,206 shares; 2025Q3: 31,919 shares 31,919 $1.75M 0.2% -2,287 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 5,920 shares; 2025Q1: 6,804 shares; 2025Q2: 6,970 shares; 2025Q3: 7,260 shares 7,260 $1.72M 0.19% +290 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,282 shares; 2025Q1: 1,278 shares; 2025Q2: 2,746 shares; 2025Q3: 2,646 shares 2,646 $1.69M 0.19% -100 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,408 shares; 2025Q1: 3,704 shares; 2025Q2: 6,104 shares; 2025Q3: 21,838 shares 21,838 $1.69M 0.19% +15,734 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,997 shares; 2024Q4: 34,873 shares; 2025Q1: 35,731 shares; 2025Q2: 32,714 shares; 2025Q3: 30,333 shares 30,333 $1.68M 0.19% -2,381 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,629 shares; 2024Q4: 49,119 shares; 2025Q1: 95,023 shares; 2025Q2: 47,995 shares; 2025Q3: 48,374 shares 48,374 $1.68M 0.19% +379 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,230 shares; 2024Q4: 29,197 shares; 2025Q1: 31,497 shares; 2025Q2: 37,438 shares; 2025Q3: 38,233 shares 38,233 $1.64M 0.19% +795 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 56,103 shares; 2025Q1: 60,393 shares; 2025Q2: 59,907 shares; 2025Q3: 60,107 shares 60,107 $1.64M 0.19% +200 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,587 shares; 2024Q4: 27,500 shares; 2025Q1: 38,472 shares; 2025Q2: 26,316 shares; 2025Q3: 24,336 shares 24,336 $1.6M 0.18% -1,980 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 20,376 shares; 2025Q1: 28,345 shares; 2025Q2: 28,134 shares; 2025Q3: 28,145 shares 28,145 $1.52M 0.17% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,222 shares; 2025Q1: 3,127 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares 3,051 $1.52M 0.17% +6 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 4,718 shares; 2025Q1: 7,112 shares; 2025Q2: 6,558 shares; 2025Q3: 6,277 shares 6,277 $1.52M 0.17% -281 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 9,890 shares; 2025Q1: 10,626 shares; 2025Q2: 10,420 shares; 2025Q3: 9,830 shares 9,830 $1.51M 0.17% -590 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 9,624 shares; 2025Q1: 10,447 shares; 2025Q2: 10,570 shares; 2025Q3: 10,728 shares 10,728 $1.51M 0.17% +158 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,553 shares; 2024Q4: 6,366 shares; 2025Q1: 7,055 shares; 2025Q2: 7,695 shares; 2025Q3: 7,732 shares 7,732 $1.49M 0.17% +37 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 17,211 shares; 2025Q1: 17,751 shares; 2025Q2: 17,473 shares; 2025Q3: 17,498 shares 17,498 $1.44M 0.16% +25 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,473 shares; 2025Q1: 13,259 shares; 2025Q2: 14,223 shares; 2025Q3: 14,925 shares 14,925 $1.42M 0.16% +702 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 20,711 shares; 2025Q1: 27,307 shares; 2025Q2: 29,280 shares; 2025Q3: 28,186 shares 28,186 $1.41M 0.16% -1,094 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 17,170 shares; 2025Q1: 17,570 shares; 2025Q2: 17,752 shares; 2025Q3: 16,762 shares 16,762 $1.39M 0.16% -990 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,756 shares; 2024Q4: 15,465 shares; 2025Q1: 14,660 shares; 2025Q2: 20,899 shares; 2025Q3: 19,258 shares 19,258 $1.37M 0.16% -1,641 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares 10,800 $1.36M 0.15% 0 Timeline WDIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,850 shares; 2024Q4: 17,265 shares; 2025Q1: 17,702 shares; 2025Q2: 18,196 shares; 2025Q3: 18,377 shares 18,377 $1.34M 0.15% +181 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,455 shares; 2024Q4: 34,611 shares; 2025Q1: 34,796 shares; 2025Q2: 30,177 shares; 2025Q3: 30,267 shares 30,267 $1.33M 0.15% +90 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,150 shares; 2025Q1: 10,127 shares; 2025Q2: 12,562 shares; 2025Q3: 11,607 shares 11,607 $1.31M 0.15% -955 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 17,248 shares; 2025Q1: 20,028 shares; 2025Q2: 19,426 shares; 2025Q3: 19,554 shares 19,554 $1.3M 0.15% +128 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,417 shares; 2024Q4: 28,055 shares; 2025Q1: 27,633 shares; 2025Q2: 27,004 shares; 2025Q3: 25,325 shares 25,325 $1.29M 0.15% -1,679 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 25,313 shares; 2025Q1: 26,875 shares; 2025Q2: 25,923 shares; 2025Q3: 24,488 shares 24,488 $1.28M 0.15% -1,435 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,626 shares; 2025Q2: 11,858 shares; 2025Q3: 12,298 shares 12,298 $1.27M 0.14% +440 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,203 shares; 2024Q4: 13,889 shares; 2025Q1: 20,248 shares; 2025Q2: 19,484 shares; 2025Q3: 19,451 shares 19,451 $1.27M 0.14% -33 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,272 shares; 2024Q4: 14,022 shares; 2025Q1: 14,356 shares; 2025Q2: 14,356 shares; 2025Q3: 14,356 shares 14,356 $1.25M 0.14% 0 Timeline PCEF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,391 shares; 2024Q4: 58,468 shares; 2025Q1: 58,042 shares; 2025Q2: 62,100 shares; 2025Q3: 62,415 shares 62,415 $1.25M 0.14% +315 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,694 shares; 2024Q4: 37,060 shares; 2025Q1: 35,786 shares; 2025Q2: 28,015 shares; 2025Q3: 27,303 shares 27,303 $1.2M 0.14% -712 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,740 shares; 2024Q4: 25,609 shares; 2025Q1: 26,324 shares; 2025Q2: 26,260 shares; 2025Q3: 26,101 shares 26,101 $1.19M 0.14% -159 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 5,475 shares; 2025Q1: 5,980 shares; 2025Q2: 6,346 shares; 2025Q3: 6,434 shares 6,434 $1.19M 0.14% +88 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,310 shares; 2025Q1: 11,974 shares; 2025Q2: 12,330 shares; 2025Q3: 12,631 shares 12,631 $1.18M 0.13% +301 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,291 shares; 2025Q1: 2,465 shares; 2025Q2: 3,906 shares; 2025Q3: 4,173 shares 4,173 $1.18M 0.13% +267 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,091 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 6,245 shares; 2025Q3: 10,639 shares 10,639 $1.18M 0.13% +4,394 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 16,808 shares; 2025Q1: 20,168 shares; 2025Q2: 18,692 shares; 2025Q3: 19,525 shares 19,525 $1.17M 0.13% +833 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,666 shares; 2025Q1: 13,003 shares; 2025Q2: 12,298 shares; 2025Q3: 11,669 shares 11,669 $1.16M 0.13% -629 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,705 shares; 2025Q2: 26,065 shares; 2025Q3: 26,065 shares 26,065 $1.13M 0.13% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 4,591 shares; 2025Q1: 4,964 shares; 2025Q2: 4,845 shares; 2025Q3: 4,753 shares 4,753 $1.1M 0.12% -92 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,798 shares; 2024Q4: 32,851 shares; 2025Q1: 34,401 shares; 2025Q2: 38,726 shares; 2025Q3: 38,673 shares 38,673 $1.09M 0.12% -53 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,539 shares; 2024Q4: 38,406 shares; 2025Q1: 40,375 shares; 2025Q2: 39,723 shares; 2025Q3: 45,788 shares 45,788 $1.08M 0.12% +6,065 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 6,946 shares; 2025Q1: 5,984 shares; 2025Q2: 10,236 shares; 2025Q3: 7,366 shares 7,366 $1.07M 0.12% -2,870 Timeline IFLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,582 shares; 2024Q4: 53,842 shares; 2025Q1: 53,727 shares; 2025Q2: 57,177 shares; 2025Q3: 57,487 shares 57,487 $1.07M 0.12% +310 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 40,785 shares; 2025Q1: 33,510 shares; 2025Q2: 30,055 shares; 2025Q3: 27,055 shares 27,055 $1.06M 0.12% -3,000 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 12,328 shares; 2025Q1: 12,391 shares; 2025Q2: 12,914 shares; 2025Q3: 12,997 shares 12,997 $1.01M 0.11% +83 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,690 shares; 2024Q4: 36,952 shares; 2025Q1: 55,896 shares; 2025Q2: 41,366 shares; 2025Q3: 43,361 shares 43,361 $1M 0.11% +1,995 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,633 shares; 2025Q2: 11,841 shares; 2025Q3: 20,224 shares 20,224 $995K 0.11% +8,383 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 11,443 shares; 2025Q1: 10,899 shares; 2025Q2: 9,930 shares; 2025Q3: 8,919 shares 8,919 $994K 0.11% -1,011 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 9,672 shares; 2025Q1: 9,672 shares; 2025Q2: 7,826 shares; 2025Q3: 7,646 shares 7,646 $992K 0.11% -180 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,999 shares; 2024Q4: 37,089 shares; 2025Q1: 36,387 shares; 2025Q2: 24,919 shares; 2025Q3: 22,561 shares 22,561 $980K 0.11% -2,358 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,174 shares; 2025Q1: 4,255 shares; 2025Q2: 3,802 shares; 2025Q3: 3,818 shares 3,818 $971K 0.11% +16 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,946 shares; 2025Q1: 5,630 shares; 2025Q2: 5,517 shares; 2025Q3: 4,738 shares 4,738 $965K 0.11% -779 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,586 shares; 2024Q4: 27,587 shares; 2025Q1: 29,199 shares; 2025Q2: 28,063 shares; 2025Q3: 28,444 shares 28,444 $958K 0.11% +381 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 13,423 shares; 2025Q1: 13,258 shares; 2025Q2: 9,833 shares; 2025Q3: 9,760 shares 9,760 $936K 0.11% -73 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 11,668 shares; 2025Q1: 6,989 shares; 2025Q2: 6,732 shares; 2025Q3: 6,279 shares 6,279 $914K 0.1% -453 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,886 shares; 2024Q4: 7,346 shares; 2025Q1: 7,320 shares; 2025Q2: 7,025 shares; 2025Q3: 6,645 shares 6,645 $901K 0.1% -380 Timeline ASGI ABRDN GLOBAL INFRA INCOME FU More: the full row for ABRDN GLOBAL INFRA INCOME FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,919 shares; 2024Q4: 40,884 shares; 2025Q1: 41,918 shares; 2025Q2: 42,824 shares; 2025Q3: 42,549 shares 42,549 $899K 0.1% -275 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,519 shares; 2024Q4: 26,797 shares; 2025Q1: 27,373 shares; 2025Q2: 22,808 shares; 2025Q3: 4,516 shares 4,516 $885K 0.1% -18,292 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 2,997 shares; 2025Q1: 3,018 shares; 2025Q2: 3,056 shares; 2025Q3: 2,912 shares 2,912 $867K 0.1% -144 Timeline PID 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,210 shares; 2024Q4: 39,220 shares; 2025Q1: 41,090 shares; 2025Q2: 40,425 shares; 2025Q3: 40,363 shares 40,363 $858K 0.1% -62 Timeline FBT 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,599 shares; 2025Q1: 4,678 shares; 2025Q2: 4,781 shares; 2025Q3: 4,786 shares 4,786 $858K 0.1% +5 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,081 shares; 2025Q1: 3,369 shares; 2025Q2: 2,753 shares; 2025Q3: 2,613 shares 2,613 $858K 0.1% -140 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,450 shares; 2024Q4: 29,546 shares; 2025Q1: 30,223 shares; 2025Q2: 22,427 shares; 2025Q3: 21,863 shares 21,863 $846K 0.1% -564 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 7,225 shares; 2025Q1: 15,959 shares; 2025Q2: 15,994 shares; 2025Q3: 16,014 shares 16,014 $826K 0.09% +20 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 7,512 shares; 2025Q1: 10,621 shares; 2025Q2: 9,704 shares; 2025Q3: 9,699 shares 9,699 $813K 0.09% -5 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,608 shares; 2024Q4: 19,094 shares; 2025Q1: 18,924 shares; 2025Q2: 18,963 shares; 2025Q3: 18,963 shares 18,963 $811K 0.09% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,611 shares; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 5,842 shares; 2025Q3: 5,704 shares 5,704 $807K 0.09% -138 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,987 shares; 2025Q1: 1,822 shares; 2025Q2: 2,778 shares; 2025Q3: 3,689 shares 3,689 $796K 0.09% +911 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,742 shares; 2025Q1: 4,697 shares; 2025Q2: 4,352 shares; 2025Q3: 4,344 shares 4,344 $792K 0.09% -8 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 3,263 shares; 2025Q1: 6,532 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares 6,467 $792K 0.09% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 8,016 shares; 2025Q1: 8,568 shares; 2025Q2: 8,675 shares; 2025Q3: 9,005 shares 9,005 $786K 0.09% +330 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 18,268 shares; 2025Q1: 19,179 shares; 2025Q2: 16,299 shares; 2025Q3: 15,999 shares 15,999 $779K 0.09% -300 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,625 shares; 2025Q2: 4,629 shares; 2025Q3: 4,631 shares 4,631 $770K 0.09% +2 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,425 shares; 2025Q1: 4,555 shares; 2025Q2: 4,881 shares; 2025Q3: 4,892 shares 4,892 $760K 0.09% +11 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 31,412 shares; 2025Q1: 33,222 shares; 2025Q2: 33,854 shares; 2025Q3: 34,964 shares 34,964 $754K 0.09% +1,110 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: not reported; 2025Q1: 11,271 shares; 2025Q2: 15,489 shares; 2025Q3: 17,644 shares 17,644 $748K 0.08% +2,155 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,029 shares; 2024Q4: 13,751 shares; 2025Q1: 13,568 shares; 2025Q2: 13,990 shares; 2025Q3: 13,990 shares 13,990 $747K 0.08% 0 Timeline PRF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 19,085 shares; 2025Q1: 18,355 shares; 2025Q2: 17,400 shares; 2025Q3: 16,410 shares 16,410 $742K 0.08% -990 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,054 shares; 2025Q1: 2,220 shares; 2025Q2: 2,369 shares; 2025Q3: 2,392 shares 2,392 $723K 0.08% +23 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 7,500 shares; 2025Q1: 7,598 shares; 2025Q2: 7,708 shares; 2025Q3: 7,686 shares 7,686 $703K 0.08% -22 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 17,759 shares; 2025Q3: 17,695 shares 17,695 $679K 0.08% -64 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,404 shares; 2024Q4: 6,278 shares; 2025Q1: 5,569 shares; 2025Q2: 5,424 shares; 2025Q3: 5,384 shares 5,384 $678K 0.08% -40 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 7,693 shares; 2025Q1: 8,099 shares; 2025Q2: 5,192 shares; 2025Q3: 6,769 shares 6,769 $677K 0.08% +1,577 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,128 shares; 2025Q1: 3,220 shares; 2025Q2: 2,985 shares; 2025Q3: 3,002 shares 3,002 $667K 0.08% +17 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 4,972 shares; 2025Q1: 4,451 shares; 2025Q2: 4,452 shares; 2025Q3: 4,286 shares 4,286 $666K 0.08% -166 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,766 shares; 2025Q1: 2,038 shares; 2025Q2: 2,169 shares; 2025Q3: 2,195 shares 2,195 $660K 0.07% +26 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,852 shares; 2025Q1: 6,061 shares; 2025Q2: 11,025 shares; 2025Q3: 11,528 shares 11,528 $655K 0.07% +503 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,835 shares 5,835 $651K 0.07% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,693 shares; 2024Q4: 22,944 shares; 2025Q1: 24,403 shares; 2025Q2: 24,559 shares; 2025Q3: 25,217 shares 25,217 $643K 0.07% +658 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares 359 $642K 0.07% 0 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,747 shares; 2024Q4: 74,241 shares; 2025Q1: 67,093 shares; 2025Q2: 52,881 shares; 2025Q3: 48,159 shares 48,159 $627K 0.07% -4,722 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,445 shares; 2025Q1: 1,460 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares 1,466 $608K 0.07% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,169 shares; 2024Q4: 6,626 shares; 2025Q1: 6,236 shares; 2025Q2: 6,103 shares; 2025Q3: 6,149 shares 6,149 $593K 0.07% +46 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 603 shares; 2025Q1: 748 shares; 2025Q2: 738 shares; 2025Q3: 740 shares 740 $589K 0.07% +2 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 8,201 shares; 2025Q1: 11,801 shares; 2025Q2: 11,801 shares; 2025Q3: 11,801 shares 11,801 $578K 0.07% 0 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 16,905 shares; 2025Q1: 16,685 shares; 2025Q2: 15,264 shares; 2025Q3: 15,233 shares 15,233 $578K 0.07% -31 Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 13,621 shares; 2025Q1: 13,679 shares; 2025Q2: 12,692 shares; 2025Q3: 12,402 shares 12,402 $562K 0.06% -290 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,174 shares; 2024Q4: 16,418 shares; 2025Q1: 29,954 shares; 2025Q2: 16,273 shares; 2025Q3: 16,429 shares 16,429 $557K 0.06% +156 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,807 shares 1,807 $556K 0.06% -5 Timeline BTZ BLACKROCK CR ALLOCATION More: the full row for BLACKROCK CR ALLOCATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,346 shares; 2024Q4: 51,703 shares; 2025Q1: 57,437 shares; 2025Q2: 50,937 shares; 2025Q3: 50,313 shares 50,313 $556K 0.06% -624 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,624 shares; 2025Q1: 11,223 shares; 2025Q2: 10,738 shares; 2025Q3: 10,773 shares 10,773 $547K 0.06% +35 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 20,529 shares; 2025Q1: 12,383 shares; 2025Q2: 12,502 shares; 2025Q3: 12,863 shares 12,863 $542K 0.06% +361 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 877 shares; 2025Q1: 1,170 shares; 2025Q2: 1,104 shares; 2025Q3: 1,122 shares 1,122 $535K 0.06% +18 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 9,706 shares; 2025Q1: 9,756 shares; 2025Q2: 8,339 shares; 2025Q3: 5,377 shares 5,377 $532K 0.06% -2,962 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,474 shares; 2025Q1: 1,875 shares; 2025Q2: 1,872 shares; 2025Q3: 1,876 shares 1,876 $528K 0.06% +4 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 5,960 shares; 2025Q1: 4,035 shares; 2025Q2: 4,430 shares; 2025Q3: 5,394 shares 5,394 $521K 0.06% +964 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,580 shares; 2025Q1: 6,649 shares; 2025Q2: 6,574 shares; 2025Q3: 5,860 shares 5,860 $515K 0.06% -714 Timeline VRP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,825 shares; 2024Q4: 20,792 shares; 2025Q1: 20,746 shares; 2025Q2: 20,421 shares; 2025Q3: 20,361 shares 20,361 $503K 0.06% -60 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,796 shares; 2025Q1: 7,117 shares; 2025Q2: 7,505 shares; 2025Q3: 4,626 shares 4,626 $494K 0.06% -2,879 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 3,150 shares; 2025Q1: 11,450 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares 10,700 $489K 0.06% 0 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 9,631 shares; 2025Q1: 9,631 shares; 2025Q2: 15,144 shares; 2025Q3: 15,171 shares 15,171 $488K 0.06% +27 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,550 shares; 2025Q1: 2,757 shares; 2025Q2: 2,852 shares; 2025Q3: 2,889 shares 2,889 $483K 0.05% +37 Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 5,000 shares; 2025Q1: 5,077 shares; 2025Q2: 4,761 shares; 2025Q3: 4,650 shares 4,650 $479K 0.05% -111 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 2,754 shares; 2025Q1: 3,166 shares; 2025Q2: 3,100 shares; 2025Q3: 2,940 shares 2,940 $477K 0.05% -160 Timeline PRFZ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,771 shares; 2024Q4: 11,969 shares; 2025Q1: 11,656 shares; 2025Q2: 11,083 shares; 2025Q3: 10,490 shares 10,490 $476K 0.05% -593 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,571 shares; 2025Q1: 4,543 shares; 2025Q2: 5,038 shares; 2025Q3: 5,304 shares 5,304 $458K 0.05% +266 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,628 shares; 2024Q4: 10,681 shares; 2025Q1: 10,763 shares; 2025Q2: 10,183 shares; 2025Q3: 10,148 shares 10,148 $458K 0.05% -35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 5,453 shares; 2025Q1: 5,634 shares; 2025Q2: 5,840 shares; 2025Q3: 5,663 shares 5,663 $453K 0.05% -177 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,997 shares; 2025Q1: 20,415 shares; 2025Q2: 19,646 shares; 2025Q3: 17,577 shares 17,577 $444K 0.05% -2,069 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,789 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,913 shares 2,913 $443K 0.05% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 783 shares; 2025Q1: 1,339 shares; 2025Q2: 1,320 shares; 2025Q3: 1,328 shares 1,328 $441K 0.05% +8 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,316 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares 2,306 $439K 0.05% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,585 shares; 2024Q4: 89,325 shares; 2025Q1: 70,394 shares; 2025Q2: 11,296 shares; 2025Q3: 6,236 shares 6,236 $421K 0.05% -5,060 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,702 shares; 2024Q4: 25,797 shares; 2025Q1: 3,114 shares; 2025Q2: 3,216 shares; 2025Q3: 2,587 shares 2,587 $419K 0.05% -629 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,384 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares 3,014 $415K 0.05% 0 Timeline VTWG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,724 shares 1,724 $403K 0.05% +1,650 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 10,346 shares; 2025Q1: 10,360 shares; 2025Q2: 10,378 shares; 2025Q3: 10,394 shares 10,394 $401K 0.05% +16 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,662 shares; 2025Q3: 12,525 shares 12,525 $395K 0.04% -137 Timeline RMT ROYCE MICRO-CAP TR INC More: the full row for ROYCE MICRO-CAP TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,790 shares; 2024Q4: 36,301 shares; 2025Q1: 37,443 shares; 2025Q2: 36,053 shares; 2025Q3: 36,620 shares 36,620 $380K 0.04% +567 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,670 shares; 2024Q4: 20,231 shares; 2025Q1: 36,678 shares; 2025Q2: 4,481 shares; 2025Q3: 4,507 shares 4,507 $378K 0.04% +26 Timeline PWV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,068 shares; 2025Q1: 6,673 shares; 2025Q2: 5,953 shares; 2025Q3: 5,798 shares 5,798 $378K 0.04% -155 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 651 shares; 2025Q1: 886 shares; 2025Q2: 801 shares; 2025Q3: 801 shares 801 $371K 0.04% 0 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 10,989 shares; 2025Q1: 8,977 shares; 2025Q2: 8,977 shares; 2025Q3: 8,977 shares 8,977 $369K 0.04% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 3,065 shares; 2025Q1: 4,104 shares; 2025Q2: 4,571 shares; 2025Q3: 4,354 shares 4,354 $368K 0.04% -217 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 8,444 shares; 2025Q1: 8,651 shares; 2025Q2: 7,230 shares; 2025Q3: 6,394 shares 6,394 $368K 0.04% -836 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 598 shares 598 $368K 0.04% +79 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,822 shares; 2025Q1: 2,967 shares; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares 2,577 $367K 0.04% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares 4,441 $356K 0.04% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 1,834 shares; 2025Q1: 2,665 shares; 2025Q2: 2,695 shares; 2025Q3: 2,623 shares 2,623 $351K 0.04% -72 Timeline KAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares 13,400 $348K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,146 shares; 2025Q3: 2,145 shares 2,145 $341K 0.04% -1 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares 1,243 $338K 0.04% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 1,784 shares; 2025Q1: 1,831 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares 1,148 $337K 0.04% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,067 shares; 2025Q1: 9,073 shares; 2025Q2: 9,075 shares; 2025Q3: 9,076 shares 9,076 $337K 0.04% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares 2,320 $330K 0.04% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,112 shares; 2025Q1: 2,125 shares; 2025Q2: 2,130 shares; 2025Q3: 2,111 shares 2,111 $328K 0.04% -19 Timeline UVIX VS TRUST More: the full row for VS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,638 shares; 2025Q3: 32,773 shares 32,773 $325K 0.04% +22,135 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,996 shares; 2025Q3: 15,996 shares 15,996 $323K 0.04% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,692 shares; 2025Q1: 3,430 shares; 2025Q2: 3,390 shares; 2025Q3: 3,348 shares 3,348 $319K 0.04% -42 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,613 shares; 2025Q2: 6,377 shares; 2025Q3: 6,935 shares 6,935 $309K 0.04% +558 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 8,771 shares; 2025Q1: 7,329 shares; 2025Q2: 7,176 shares; 2025Q3: 7,144 shares 7,144 $297K 0.03% -32 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 858 shares; 2025Q1: 1,199 shares; 2025Q2: 1,009 shares; 2025Q3: 1,012 shares 1,012 $297K 0.03% +3 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: 7,566 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares 7,481 $297K 0.03% 0 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,339 shares 3,339 $290K 0.03% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 3,983 shares; 2025Q1: 4,617 shares; 2025Q2: 4,139 shares; 2025Q3: 4,204 shares 4,204 $288K 0.03% +65 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 995 shares 995 $287K 0.03% +5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 2,674 shares; 2025Q1: 3,951 shares; 2025Q2: 3,579 shares; 2025Q3: 3,421 shares 3,421 $286K 0.03% -158 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,384 shares 1,384 $283K 0.03% -215 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 7,824 shares; 2025Q1: 10,807 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares 7,780 $278K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 845 shares 845 $278K 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 873 shares; 2025Q1: 1,093 shares; 2025Q2: 1,089 shares; 2025Q3: 1,103 shares 1,103 $277K 0.03% +14 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 2,837 shares; 2025Q3: 2,898 shares 2,898 $277K 0.03% +61 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,872 shares; 2025Q1: 2,533 shares; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares 2,528 $275K 0.03% -2 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 4,962 shares; 2025Q1: 15,813 shares; 2025Q2: 15,813 shares; 2025Q3: 15,813 shares 15,813 $275K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,902 shares; 2025Q1: 2,038 shares; 2025Q2: 2,428 shares; 2025Q3: 2,402 shares 2,402 $275K 0.03% -26 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,725 shares; 2025Q2: 1,808 shares; 2025Q3: 1,996 shares 1,996 $272K 0.03% +188 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,000 shares; 2025Q1: 1,117 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares 1,123 $264K 0.03% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 14,474 shares; 2025Q1: 12,002 shares; 2025Q2: 11,477 shares; 2025Q3: 10,222 shares 10,222 $263K 0.03% -1,255 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 7,032 shares; 2025Q3: 7,032 shares 7,032 $258K 0.03% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,502 shares; 2025Q2: 1,491 shares; 2025Q3: 1,494 shares 1,494 $255K 0.03% +3 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares 2,179 $250K 0.03% 0 Timeline AVES 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,569 shares; 2025Q1: 4,569 shares; 2025Q2: 4,469 shares; 2025Q3: 4,319 shares 4,319 $248K 0.03% -150 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 2,589 shares; 2025Q3: 2,588 shares 2,588 $245K 0.03% -1 Timeline STLN STARLING ONCOLOGY INC More: the full row for STARLING ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,154 shares; 2025Q2: 70,154 shares; 2025Q3: 70,154 shares 70,154 $245K 0.03% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 10,116 shares; 2025Q1: 19,876 shares; 2025Q2: 10,330 shares; 2025Q3: 10,460 shares 10,460 $242K 0.03% +130 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,519 shares; 2025Q1: 3,324 shares; 2025Q2: 3,054 shares; 2025Q3: 3,248 shares 3,248 $239K 0.03% +194 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: not reported; 2025Q1: 4,395 shares; 2025Q2: 3,662 shares; 2025Q3: 3,535 shares 3,535 $234K 0.03% -127 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,730 shares; 2024Q4: 9,765 shares; 2025Q1: 9,860 shares; 2025Q2: 9,755 shares; 2025Q3: 9,330 shares 9,330 $233K 0.03% -425 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 2,372 shares; 2025Q1: 2,358 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares 2,359 $232K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares 380 $232K 0.03% new Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,809 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares 1,564 $230K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 1,174 shares; 2025Q3: 1,094 shares 1,094 $230K 0.03% -80 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,868 shares; 2025Q3: 1,645 shares 1,645 $230K 0.03% -223 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares 1,373 $230K 0.03% new Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,293 shares; 2025Q1: 8,759 shares; 2025Q2: 4,599 shares; 2025Q3: 4,716 shares 4,716 $226K 0.03% +117 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,542 shares; 2024Q4: not reported; 2025Q1: 6,542 shares; 2025Q2: not reported; 2025Q3: 6,542 shares 6,542 $225K 0.03% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 1,916 shares; 2025Q1: 1,907 shares; 2025Q2: 2,006 shares; 2025Q3: 1,987 shares 1,987 $221K 0.03% -19 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares 791 $221K 0.03% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,303 shares; 2025Q1: 2,425 shares; 2025Q2: 2,510 shares; 2025Q3: 2,253 shares 2,253 $220K 0.02% -257 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,234 shares; 2025Q2: 2,247 shares; 2025Q3: 2,251 shares 2,251 $220K 0.02% +4 Timeline GAL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,119 shares; 2025Q1: 4,321 shares; 2025Q2: 4,183 shares; 2025Q3: 4,466 shares 4,466 $219K 0.02% +283 Timeline TGTX TG THERAPEUTICS INC More: the full row for TG THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,050 shares; 2025Q2: 6,050 shares; 2025Q3: 6,050 shares 6,050 $219K 0.02% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: not reported; 2025Q1: 3,356 shares; 2025Q2: not reported; 2025Q3: 2,888 shares 2,888 $218K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: 929 shares; 2025Q3: 919 shares 919 $217K 0.02% -10 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,372 shares 1,372 $215K 0.02% +2 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,026 shares; 2025Q2: 3,021 shares; 2025Q3: 2,986 shares 2,986 $215K 0.02% -35 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 9,283 shares 9,283 $214K 0.02% +9,015 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,433 shares; 2025Q1: 2,702 shares; 2025Q2: 2,730 shares; 2025Q3: 2,532 shares 2,532 $213K 0.02% -198 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 655 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares 4,955 $213K 0.02% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,273 shares; 2024Q4: 12,188 shares; 2025Q1: 12,191 shares; 2025Q2: 12,244 shares; 2025Q3: 12,273 shares 12,273 $212K 0.02% +29 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 3,255 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares 3,255 $212K 0.02% 0 Timeline SQQQ ProShares UltraPro Short QQQ More: the full row for ProShares UltraPro Short QQQ Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,758 shares 13,758 $210K 0.02% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares 1,524 $209K 0.02% 0 Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,283 shares; 2025Q1: 10,294 shares; 2025Q2: 10,814 shares; 2025Q3: 10,837 shares 10,837 $207K 0.02% +23 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,242 shares; 2025Q3: 8,242 shares 8,242 $207K 0.02% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,104 shares; 2025Q1: 1,071 shares; 2025Q2: 989 shares; 2025Q3: 347 shares 347 $207K 0.02% -642 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 5,176 shares; 2025Q1: 10,352 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares 5,632 $207K 0.02% 0 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,341 shares; 2024Q4: 4,799 shares; 2025Q1: 3,432 shares; 2025Q2: 3,432 shares; 2025Q3: 3,432 shares 3,432 $206K 0.02% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 341 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 4,504 shares 4,504 $205K 0.02% +1,892 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 8,617 shares; 2025Q1: 8,792 shares; 2025Q2: 8,263 shares; 2025Q3: 7,451 shares 7,451 $205K 0.02% -812 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,235 shares 4,235 $204K 0.02% -61 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: not reported; 2025Q1: 2,064 shares; 2025Q2: not reported; 2025Q3: 2,149 shares 2,149 $203K 0.02% new Timeline AOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,576 shares; 2025Q1: 11,910 shares; 2025Q2: 6,208 shares; 2025Q3: 7,730 shares 7,730 $203K 0.02% +1,522 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,202 shares 3,202 $203K 0.02% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 359 shares; 2025Q1: 561 shares; 2025Q2: 532 shares; 2025Q3: 532 shares 532 $202K 0.02% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,632 shares; 2025Q1: 2,649 shares; 2025Q2: 2,557 shares; 2025Q3: 2,477 shares 2,477 $201K 0.02% -80 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,219 shares; 2025Q1: 5,224 shares; 2025Q2: 5,276 shares; 2025Q3: 5,291 shares 5,291 $197K 0.02% +15 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: 1,369 shares; 2025Q2: 1,387 shares; 2025Q3: 1,388 shares 1,388 $194K 0.02% +1 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,515 shares; 2025Q1: 10,603 shares; 2025Q2: 7,661 shares; 2025Q3: 6,095 shares 6,095 $193K 0.02% -1,566 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares 3,206 $188K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 1,767 shares; 2025Q1: 167 shares; 2025Q2: 333 shares; 2025Q3: 512 shares 512 $187K 0.02% +179 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,017 shares; 2025Q1: 3,961 shares; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares 3,951 $185K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 3,932 shares; 2025Q1: 3,279 shares; 2025Q2: 3,901 shares; 2025Q3: 3,744 shares 3,744 $183K 0.02% -157 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares 1,750 $175K 0.02% 0 Timeline XMPT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,386 shares; 2025Q1: 8,454 shares; 2025Q2: 8,212 shares; 2025Q3: 7,970 shares 7,970 $174K 0.02% -242 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,561 shares; 2024Q4: 3,684 shares; 2025Q1: 4,108 shares; 2025Q2: not reported; 2025Q3: 3,621 shares 3,621 $171K 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares 3,912 $169K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 894 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares 1,179 $168K 0.02% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 350 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares 3,850 $164K 0.02% 0 Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,901 shares; 2025Q3: 10,695 shares 10,695 $161K 0.02% +794 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 531 shares; 2025Q2: 502 shares; 2025Q3: 502 shares 502 $161K 0.02% 0 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 1,588 shares 1,588 $160K 0.02% +602 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,597 shares; 2025Q1: 7,597 shares; 2025Q2: 7,012 shares; 2025Q3: 7,287 shares 7,287 $159K 0.02% +275 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,699 shares; 2024Q4: 6,699 shares; 2025Q1: 7,387 shares; 2025Q2: 3,630 shares; 2025Q3: 4,355 shares 4,355 $155K 0.02% +725 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares 4,100 $150K 0.02% 0 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares 3,500 $147K 0.02% 0 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,769 shares; 2025Q1: 3,778 shares; 2025Q2: 3,790 shares; 2025Q3: 3,801 shares 3,801 $144K 0.02% +11 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares 1,836 $140K 0.02% 0 Timeline PIO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 3,100 shares 3,100 $139K 0.02% +120 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares 772 $136K 0.02% 0 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares 1,700 $134K 0.02% 0 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,020 shares; 2024Q4: 4,020 shares; 2025Q1: 4,020 shares; 2025Q2: 4,020 shares; 2025Q3: 4,020 shares 4,020 $130K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 1,617 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares 1,621 $127K 0.01% 0 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 602 shares; 2025Q1: 3,304 shares; 2025Q2: 2,702 shares; 2025Q3: 2,619 shares 2,619 $126K 0.01% -83 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 3,901 shares; 2025Q1: 3,912 shares; 2025Q2: 3,930 shares; 2025Q3: 3,948 shares 3,948 $126K 0.01% +18 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,963 shares; 2025Q3: 4,963 shares 4,963 $121K 0.01% 0 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 1,317 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares 3,117 $120K 0.01% 0 Timeline BAB 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares 4,250 $116K 0.01% new Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $115K 0.01% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares 2,359 $114K 0.01% 0 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares 1,990 $113K 0.01% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,602 shares; 2025Q2: 3,003 shares; 2025Q3: 2,890 shares 2,890 $112K 0.01% -113 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,651 shares; 2025Q1: 4,600 shares; 2025Q2: 4,621 shares; 2025Q3: 4,622 shares 4,622 $111K 0.01% +1 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $110K 0.01% 0 Timeline FXL 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 656 shares 656 $110K 0.01% +1 Timeline RBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares 3,800 $109K 0.01% 0 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $109K 0.01% 0 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares 3,400 $108K 0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,626 shares; 2024Q4: 21,893 shares; 2025Q1: 5,279 shares; 2025Q2: 2,238 shares; 2025Q3: 2,050 shares 2,050 $108K 0.01% -188 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares 3,250 $107K 0.01% 0 Timeline BMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,294 shares; 2025Q2: 2,110 shares; 2025Q3: 2,017 shares 2,017 $104K 0.01% -93 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 14,347 shares; 2025Q1: 26,424 shares; 2025Q2: 16,082 shares; 2025Q3: 16,362 shares 16,362 $104K 0.01% +280 Timeline XBGYX BLACKROCK ENHANCED INTL DIV More: the full row for BLACKROCK ENHANCED INTL DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: not reported; 2025Q1: 18,255 shares; 2025Q2: 18,255 shares; 2025Q3: 18,031 shares 18,031 $104K 0.01% -224 Timeline KDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares 4,000 $102K 0.01% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares 2,300 $100K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 1,691 shares; 2025Q1: 1,691 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares 1,691 $99.5K 0.01% 0 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,162 shares; 2025Q1: 2,164 shares; 2025Q2: 2,154 shares; 2025Q3: 1,582 shares 1,582 $97.9K 0.01% -572 Timeline TDIV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 993 shares 993 $97.9K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,167 shares; 2025Q1: 1,197 shares; 2025Q2: 1,229 shares; 2025Q3: 1,239 shares 1,239 $97.8K 0.01% +10 Timeline NJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares 1,336 $95K 0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,097 shares 1,097 $92.1K 0.01% -33 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares 890 $91.9K 0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,083 shares; 2025Q1: 5,092 shares; 2025Q2: 5,087 shares; 2025Q3: 5,112 shares 5,112 $90.8K 0.01% +25 Timeline EELV 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,263 shares; 2025Q1: 3,299 shares; 2025Q2: 3,344 shares; 2025Q3: 3,383 shares 3,383 $90K 0.01% +39 Timeline FVC 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 2,437 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares 2,488 $89.8K 0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,117 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares 1,089 $86.6K 0.01% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,766 shares; 2025Q1: 1,785 shares; 2025Q2: 1,651 shares; 2025Q3: 1,642 shares 1,642 $83.1K 0.01% -9 Timeline PDP 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $82.6K 0.01% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 1,605 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares 1,554 $81.2K 0.01% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares 653 $78.7K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 791 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 810 shares 810 $78.6K 0.01% +20 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 597 shares; 2025Q1: 1,038 shares; 2025Q2: 988 shares; 2025Q3: 1,029 shares 1,029 $78.6K 0.01% +41 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 1,868 shares; 2025Q1: 1,674 shares; 2025Q2: 774 shares; 2025Q3: 774 shares 774 $77.6K 0.01% 0 Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares 1,600 $75.6K 0.01% 0 Timeline DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 702 shares 702 $75.3K 0.01% 0 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 1,697 shares; 2025Q1: 1,710 shares; 2025Q2: 1,730 shares; 2025Q3: 1,750 shares 1,750 $74.8K 0.01% +20 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares 3,000 $74K 0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 577 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,553 shares 1,553 $73.8K 0.01% -14 Timeline BKLN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,729 shares; 2025Q1: 3,550 shares; 2025Q2: 3,491 shares; 2025Q3: 3,492 shares 3,492 $73.1K 0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,230 shares; 2025Q1: 1,234 shares; 2025Q2: 1,239 shares; 2025Q3: 1,243 shares 1,243 $71.1K 0.01% +4 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 2,455 shares; 2025Q3: 2,274 shares 2,274 $70.5K 0.01% -181 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares 1,800 $70.2K 0.01% 0 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares 2,092 $68.7K 0.01% 0 Timeline FLLA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares 2,855 $66.9K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 667 shares; 2025Q1: 598 shares; 2025Q2: 443 shares; 2025Q3: 472 shares 472 $65.7K 0.01% +29 Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 1,063 shares 1,063 $63.9K 0.01% +282 Timeline TAN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,394 shares 1,394 $60.8K 0.01% +90 Timeline RSPU 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares 790 $60.6K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares 800 $60.1K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 1,340 shares; 2025Q1: 1,881 shares; 2025Q2: 2,198 shares; 2025Q3: 2,207 shares 2,207 $58.1K 0.01% +9 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,273 shares; 2024Q4: 2,273 shares; 2025Q1: 2,266 shares; 2025Q2: not reported; 2025Q3: 2,204 shares 2,204 $56.2K 0.01% new Timeline ERTH 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,045 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares 1,035 $49.3K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 724 shares; 2025Q3: 724 shares 724 $48.7K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 518 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 792 shares 792 $47.6K 0.01% -942 Timeline BBUS 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares 388 $46.8K 0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 1,033 shares; 2025Q3: 506 shares 506 $46.4K 0.01% -527 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares 1,105 $46K 0.01% 0 Timeline PGX 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 455 shares; 2025Q3: 3,885 shares 3,885 $45.1K 0.01% +3,430 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 397 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares 360 $43K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 923 shares; 2025Q3: 926 shares 926 $42.9K <0.01% +3 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,171 shares; 2025Q1: 1,173 shares; 2025Q2: 1,192 shares; 2025Q3: 1,198 shares 1,198 $42.8K <0.01% +6 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares 712 $41.4K <0.01% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 678 shares; 2025Q1: 876 shares; 2025Q2: 459 shares; 2025Q3: 461 shares 461 $41.2K <0.01% +2 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares 398 $39.4K <0.01% 0 Timeline SOXQ 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares 750 $37.6K <0.01% 0 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,611 shares; 2025Q1: 498 shares; 2025Q2: 506 shares; 2025Q3: 506 shares 506 $36.7K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares 724 $36.5K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 183 shares; 2025Q2: 693 shares; 2025Q3: 693 shares 693 $36.1K <0.01% 0 Timeline PJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 842 shares; 2025Q3: 842 shares 842 $34.6K <0.01% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares 10,000 $34.4K <0.01% 0 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 18,000 shares; 2025Q3: 12,500 shares 12,500 $34.4K <0.01% -5,500 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 1,782 shares; 2025Q2: 888 shares; 2025Q3: 888 shares 888 $34.1K <0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares 306 $33.9K <0.01% 0 Timeline UP WHEELS UP EXPERIENCE INC More: the full row for WHEELS UP EXPERIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,197 shares 18,197 $33.5K <0.01% new Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,072 shares; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,092 shares 1,092 $33.2K <0.01% +5 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,255 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares 1,183 $32.9K <0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 747 shares; 2025Q3: 756 shares 756 $32.7K <0.01% +9 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,793 shares; 2025Q1: 41,989 shares; 2025Q2: 4,822 shares; 2025Q3: 825 shares 825 $32.7K <0.01% -3,997 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares 717 $31.5K <0.01% 0 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares 330 $31.2K <0.01% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares 700 $31.2K <0.01% 0 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares 432 $31K <0.01% 0 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 291 shares 291 $28.7K <0.01% +60 Timeline PXF 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 457 shares; 2025Q3: 457 shares 457 $28K <0.01% 0 Timeline BBIN 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares 383 $26.9K <0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,568 shares; 2025Q1: 772 shares; 2025Q2: 636 shares; 2025Q3: 614 shares 614 $25.6K <0.01% -22 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 101 shares; 2025Q2: 107 shares; 2025Q3: 107 shares 107 $25.6K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares 317 $24.8K <0.01% 0 Timeline FXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares 600 $24.7K <0.01% 0 Timeline IMTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 1,110 shares; 2025Q2: 555 shares; 2025Q3: 555 shares 555 $24.5K <0.01% 0 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares 478 $23.7K <0.01% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131 shares; 2024Q4: 92 shares; 2025Q1: 92 shares; 2025Q2: 92 shares; 2025Q3: 92 shares 92 $22.7K <0.01% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares 225 $22.4K <0.01% 0 Timeline REM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares 1,000 $22K <0.01% 0 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295 shares; 2024Q4: 203 shares; 2025Q1: 307 shares; 2025Q2: 496 shares; 2025Q3: 181 shares 181 $21.9K <0.01% -315 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares 349 $21.9K <0.01% 0 Timeline ERET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 703 shares; 2025Q2: 776 shares; 2025Q3: 776 shares 776 $21.4K <0.01% 0 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares 1,240 $21.1K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 533 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares 98 $20.5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 3,233 shares; 2025Q1: 2,633 shares; 2025Q2: 754 shares; 2025Q3: 754 shares 754 $20.3K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares 799 $20.2K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 686 shares 686 $19.4K <0.01% 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares 510 $19.2K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares 200 $18.7K <0.01% 0 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares 625 $18.6K <0.01% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 49 shares; 2025Q2: 316 shares; 2025Q3: 316 shares 316 $18K <0.01% 0 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 474 shares 474 $17K <0.01% 0 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 346 shares; 2025Q3: 328 shares 328 $16.9K <0.01% -18 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares 320 $16.8K <0.01% 0 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,704 shares; 2025Q1: 534 shares; 2025Q2: 416 shares; 2025Q3: 289 shares 289 $16.6K <0.01% -127 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 2,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares 434 $16.5K <0.01% new 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 333 shares 333 $15.9K <0.01% 0 Timeline FTXO 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares 440 $15.7K <0.01% 0 Timeline GCOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares 390 $15.5K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 505 shares; 2024Q4: 505 shares; 2025Q1: 505 shares; 2025Q2: 305 shares; 2025Q3: 305 shares 305 $15.2K <0.01% 0 Timeline MID 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 212 shares; 2025Q3: 215 shares 215 $14.3K <0.01% +3 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares 228 $14K <0.01% 0 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 324 shares; 2025Q2: 324 shares; 2025Q3: 324 shares 324 $12.4K <0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,517 shares; 2024Q4: 253 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 216 shares 216 $11.5K <0.01% -373 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 321 shares; 2025Q3: 322 shares 322 $11.4K <0.01% +1 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209 shares; 2024Q4: 209 shares; 2025Q1: 239 shares; 2025Q2: 242 shares; 2025Q3: 242 shares 242 $11.4K <0.01% 0 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 464 shares; 2025Q3: 464 shares 464 $11.3K <0.01% 0 Timeline