IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,048 shares; 2024Q4: 59,289 shares; 2025Q1: 64,657 shares; 2025Q2: 46,361 shares; 2025Q3: 45,151 shares; 2025Q4: 46,518 shares 46,518 $31.9M 3.51% +1,367 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 228,943 shares; 2024Q4: 165,082 shares; 2025Q1: 193,779 shares; 2025Q2: 267,453 shares; 2025Q3: 281,619 shares; 2025Q4: 306,816 shares 306,816 $20.6M 2.27% +25,197 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,349 shares; 2024Q4: 59,115 shares; 2025Q1: 70,833 shares; 2025Q2: 74,221 shares; 2025Q3: 75,022 shares; 2025Q4: 75,702 shares 75,702 $20.6M 2.27% +680 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 503,833 shares; 2024Q4: 863,406 shares; 2025Q1: 866,312 shares; 2025Q2: 846,559 shares; 2025Q3: 822,228 shares; 2025Q4: 805,920 shares 805,920 $19.4M 2.14% -16,308 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,539 shares; 2024Q4: 39,400 shares; 2025Q1: 45,106 shares; 2025Q2: 45,473 shares; 2025Q3: 45,601 shares; 2025Q4: 44,646 shares 44,646 $18.4M 2.03% -955 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,553 shares; 2024Q4: 154,144 shares; 2025Q1: 160,209 shares; 2025Q2: 146,208 shares; 2025Q3: 144,290 shares; 2025Q4: 147,211 shares 147,211 $18.1M 2% +2,921 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,797 shares; 2024Q4: 37,789 shares; 2025Q1: 55,153 shares; 2025Q2: 63,358 shares; 2025Q3: 65,196 shares; 2025Q4: 85,492 shares 85,492 $18.1M 2% +20,296 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,229 shares; 2024Q4: 571,497 shares; 2025Q1: 581,279 shares; 2025Q2: 580,655 shares; 2025Q3: 545,868 shares; 2025Q4: 518,168 shares 518,168 $16.9M 1.86% -27,700 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,107 shares; 2024Q4: 223,428 shares; 2025Q1: 223,822 shares; 2025Q2: 229,496 shares; 2025Q3: 264,261 shares; 2025Q4: 270,918 shares 270,918 $16.5M 1.82% +6,657 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,701 shares; 2024Q4: 23,953 shares; 2025Q1: 31,200 shares; 2025Q2: 31,161 shares; 2025Q3: 31,248 shares; 2025Q4: 31,899 shares 31,899 $15.4M 1.7% +651 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,501 shares; 2024Q4: 74,008 shares; 2025Q1: 128,543 shares; 2025Q2: 91,442 shares; 2025Q3: 90,677 shares; 2025Q4: 81,926 shares 81,926 $15.3M 1.68% -8,751 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,304 shares; 2024Q4: 167,884 shares; 2025Q1: 190,676 shares; 2025Q2: 186,622 shares; 2025Q3: 186,594 shares; 2025Q4: 186,447 shares 186,447 $12.9M 1.43% -147 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 327,554 shares; 2024Q4: 311,579 shares; 2025Q1: 313,938 shares; 2025Q2: 293,148 shares; 2025Q3: 276,321 shares; 2025Q4: 277,066 shares 277,066 $12.9M 1.42% +745 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,291 shares; 2024Q4: 49,592 shares; 2025Q1: 55,141 shares; 2025Q2: 55,764 shares; 2025Q3: 54,603 shares; 2025Q4: 54,835 shares 54,835 $12.1M 1.33% +232 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 155,187 shares; 2024Q4: 154,725 shares; 2025Q1: 144,043 shares; 2025Q2: 213,301 shares; 2025Q3: 184,753 shares; 2025Q4: 165,107 shares 165,107 $11.8M 1.3% -19,646 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,577 shares; 2024Q4: 69,415 shares; 2025Q1: 71,420 shares; 2025Q2: 66,900 shares; 2025Q3: 63,458 shares; 2025Q4: 61,162 shares 61,162 $11.7M 1.29% -2,296 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,289 shares; 2024Q4: 2,244 shares; 2025Q1: 10,616 shares; 2025Q2: 18,375 shares; 2025Q3: 30,921 shares; 2025Q4: 33,064 shares 33,064 $11.3M 1.25% +2,143 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,858 shares; 2024Q4: 41,457 shares; 2025Q1: 47,443 shares; 2025Q2: 36,885 shares; 2025Q3: 36,781 shares; 2025Q4: 36,035 shares 36,035 $11.3M 1.24% -746 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,339 shares; 2024Q4: 39,034 shares; 2025Q1: 45,795 shares; 2025Q2: 46,419 shares; 2025Q3: 45,876 shares; 2025Q4: 48,013 shares 48,013 $11.1M 1.22% +2,137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,173 shares; 2024Q4: 348,605 shares; 2025Q1: 353,726 shares; 2025Q2: 348,502 shares; 2025Q3: 348,606 shares; 2025Q4: 341,425 shares 341,425 $10.1M 1.11% -7,181 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,111 shares; 2024Q4: 64,143 shares; 2025Q1: 68,845 shares; 2025Q2: 69,930 shares; 2025Q3: 71,286 shares; 2025Q4: 71,184 shares 71,184 $10.1M 1.11% -102 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,124 shares; 2024Q4: 29,257 shares; 2025Q1: 32,022 shares; 2025Q2: 31,485 shares; 2025Q3: 31,406 shares; 2025Q4: 31,164 shares 31,164 $10M 1.11% -242 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,103 shares; 2024Q4: 90,920 shares; 2025Q1: 89,882 shares; 2025Q2: 75,465 shares; 2025Q3: 77,956 shares; 2025Q4: 95,461 shares 95,461 $8.89M 0.98% +17,505 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,198 shares; 2024Q4: 15,943 shares; 2025Q1: 17,093 shares; 2025Q2: 17,880 shares; 2025Q3: 18,046 shares; 2025Q4: 17,728 shares 17,728 $8.65M 0.95% -318 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 268 shares; 2025Q3: 9,283 shares; 2025Q4: 353,597 shares 353,597 $7.97M 0.88% +344,314 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 333,629 shares; 2024Q4: 274,709 shares; 2025Q1: 283,231 shares; 2025Q2: 285,415 shares; 2025Q3: 320,297 shares; 2025Q4: 347,441 shares 347,441 $7.88M 0.87% +27,144 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,416 shares; 2024Q4: 9,314 shares; 2025Q1: 10,367 shares; 2025Q2: 10,719 shares; 2025Q3: 10,655 shares; 2025Q4: 11,769 shares 11,769 $7.77M 0.86% +1,114 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,998 shares; 2024Q4: 90,951 shares; 2025Q1: 91,552 shares; 2025Q2: 90,842 shares; 2025Q3: 87,448 shares; 2025Q4: 86,990 shares 86,990 $7.36M 0.81% -458 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,043 shares; 2024Q4: 16,423 shares; 2025Q1: 16,870 shares; 2025Q2: 15,154 shares; 2025Q3: 15,310 shares; 2025Q4: 15,458 shares 15,458 $7.25M 0.8% +148 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,866 shares; 2024Q4: 57,116 shares; 2025Q1: 67,924 shares; 2025Q2: 72,480 shares; 2025Q3: 60,896 shares; 2025Q4: 35,656 shares 35,656 $7.08M 0.78% -25,240 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 216,183 shares; 2024Q4: 300,686 shares; 2025Q1: 302,295 shares; 2025Q2: 230,787 shares; 2025Q3: 231,127 shares; 2025Q4: 284,919 shares 284,919 $6.66M 0.73% +53,792 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,131 shares; 2024Q4: 70,045 shares; 2025Q1: 70,965 shares; 2025Q2: 73,154 shares; 2025Q3: 72,088 shares; 2025Q4: 70,772 shares 70,772 $6.54M 0.72% -1,316 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,802 shares; 2024Q4: 28,877 shares; 2025Q1: 22,144 shares; 2025Q2: 21,888 shares; 2025Q3: 21,956 shares; 2025Q4: 45,427 shares 45,427 $6.54M 0.72% +23,471 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,523 shares; 2025Q1: 9,808 shares; 2025Q2: 10,767 shares; 2025Q3: 12,803 shares; 2025Q4: 12,975 shares 12,975 $6.52M 0.72% +172 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,718 shares; 2024Q4: 16,416 shares; 2025Q1: 18,720 shares; 2025Q2: 19,481 shares; 2025Q3: 18,511 shares; 2025Q4: 18,795 shares 18,795 $6.5M 0.72% +284 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,801 shares; 2024Q4: 14,709 shares; 2025Q1: 16,404 shares; 2025Q2: 16,572 shares; 2025Q3: 16,804 shares; 2025Q4: 25,884 shares 25,884 $6.48M 0.71% +9,080 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,476 shares; 2024Q4: 68,047 shares; 2025Q1: 70,611 shares; 2025Q2: 69,603 shares; 2025Q3: 69,395 shares; 2025Q4: 59,076 shares 59,076 $6.33M 0.7% -10,319 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,016 shares; 2024Q4: 5,078 shares; 2025Q1: 11,197 shares; 2025Q2: 9,342 shares; 2025Q3: 9,366 shares; 2025Q4: 9,211 shares 9,211 $6.28M 0.69% -155 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,993 shares; 2024Q4: 36,673 shares; 2025Q1: 35,288 shares; 2025Q2: 34,220 shares; 2025Q3: 33,373 shares; 2025Q4: 32,677 shares 32,677 $6.26M 0.69% -696 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,408 shares; 2025Q2: 150,259 shares; 2025Q3: 153,970 shares; 2025Q4: 157,934 shares 157,934 $6.09M 0.67% +3,964 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,364 shares; 2024Q4: 52,830 shares; 2025Q1: 98,960 shares; 2025Q2: 54,642 shares; 2025Q3: 54,502 shares; 2025Q4: 54,559 shares 54,559 $6.08M 0.67% +57 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,825 shares; 2024Q4: 66,864 shares; 2025Q1: 67,034 shares; 2025Q2: 74,089 shares; 2025Q3: 69,728 shares; 2025Q4: 66,601 shares 66,601 $6.06M 0.67% -3,127 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,919 shares; 2024Q4: 41,281 shares; 2025Q1: 47,100 shares; 2025Q2: 51,488 shares; 2025Q3: 51,036 shares; 2025Q4: 51,162 shares 51,162 $5.97M 0.66% +126 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 66,507 shares; 2025Q3: 155,876 shares; 2025Q4: 173,302 shares 173,302 $5.77M 0.64% +17,426 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,093 shares; 2024Q4: 4,892 shares; 2025Q1: 5,648 shares; 2025Q2: 5,274 shares; 2025Q3: 5,386 shares; 2025Q4: 60,108 shares 60,108 $5.64M 0.62% +54,722 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,570 shares; 2024Q4: 13,228 shares; 2025Q1: 14,423 shares; 2025Q2: 14,236 shares; 2025Q3: 14,817 shares; 2025Q4: 15,402 shares 15,402 $5.4M 0.6% +585 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 58,636 shares; 2025Q2: 57,244 shares; 2025Q3: 57,987 shares; 2025Q4: 64,533 shares 64,533 $5.27M 0.58% +6,546 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,190 shares; 2024Q4: 26,870 shares; 2025Q1: 30,688 shares; 2025Q2: 32,764 shares; 2025Q3: 33,599 shares; 2025Q4: 33,888 shares 33,888 $5.21M 0.57% +289 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,985 shares; 2024Q4: 53,126 shares; 2025Q1: 53,726 shares; 2025Q2: 60,301 shares; 2025Q3: 56,150 shares; 2025Q4: 54,999 shares 54,999 $5.18M 0.57% -1,151 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,664 shares; 2024Q4: 14,395 shares; 2025Q1: 32,563 shares; 2025Q2: 42,558 shares; 2025Q3: 52,887 shares; 2025Q4: 50,700 shares 50,700 $5.15M 0.57% -2,187 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,190 shares; 2024Q4: 12,983 shares; 2025Q1: 13,891 shares; 2025Q2: 14,481 shares; 2025Q3: 14,674 shares; 2025Q4: 14,854 shares 14,854 $5.11M 0.56% +180 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,588 shares; 2024Q4: 379,237 shares; 2025Q1: 386,847 shares; 2025Q2: 336,565 shares; 2025Q3: 331,284 shares; 2025Q4: 198,962 shares 198,962 $5.07M 0.56% -132,322 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,030 shares; 2024Q4: 22,611 shares; 2025Q1: 29,332 shares; 2025Q2: 29,392 shares; 2025Q3: 29,324 shares; 2025Q4: 29,108 shares 29,108 $4.89M 0.54% -216 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,326 shares; 2024Q4: 4,541 shares; 2025Q1: 6,002 shares; 2025Q2: 9,616 shares; 2025Q3: 16,029 shares; 2025Q4: 15,563 shares 15,563 $4.76M 0.52% -466 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,052 shares; 2024Q4: 9,527 shares; 2025Q1: 9,827 shares; 2025Q2: 9,977 shares; 2025Q3: 9,910 shares; 2025Q4: 9,969 shares 9,969 $4.72M 0.52% +59 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,458 shares; 2025Q3: 27,981 shares; 2025Q4: 27,214 shares 27,214 $4.66M 0.51% -767 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,370 shares; 2024Q4: 30,030 shares; 2025Q1: 55,604 shares; 2025Q2: 37,497 shares; 2025Q3: 36,233 shares; 2025Q4: 44,602 shares 44,602 $4.64M 0.51% +8,369 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,161 shares; 2025Q3: 4,401 shares; 2025Q4: 7,804 shares 7,804 $4.42M 0.49% +3,403 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,659 shares; 2024Q4: 7,788 shares; 2025Q1: 8,932 shares; 2025Q2: 10,003 shares; 2025Q3: 11,079 shares; 2025Q4: 13,382 shares 13,382 $4.42M 0.49% +2,303 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,314 shares; 2024Q4: 9,865 shares; 2025Q1: 19,144 shares; 2025Q2: 10,235 shares; 2025Q3: 10,506 shares; 2025Q4: 11,062 shares 11,062 $4.31M 0.47% +556 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,497 shares; 2024Q4: 42,393 shares; 2025Q1: 39,569 shares; 2025Q2: 40,420 shares; 2025Q3: 41,501 shares; 2025Q4: 42,851 shares 42,851 $4.08M 0.45% +1,350 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,337 shares; 2024Q4: 34,177 shares; 2025Q1: 34,692 shares; 2025Q2: 33,042 shares; 2025Q3: 40,357 shares; 2025Q4: 37,957 shares 37,957 $4.05M 0.45% -2,400 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,292 shares; 2024Q4: 18,866 shares; 2025Q1: 13,324 shares; 2025Q2: 13,305 shares; 2025Q3: 13,357 shares; 2025Q4: 13,498 shares 13,498 $3.96M 0.44% +141 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,123 shares; 2024Q4: 110,031 shares; 2025Q1: 110,099 shares; 2025Q2: 111,902 shares; 2025Q3: 110,642 shares; 2025Q4: 119,803 shares 119,803 $3.92M 0.43% +9,161 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 8,562 shares; 2025Q1: 10,444 shares; 2025Q2: 10,859 shares; 2025Q3: 14,384 shares; 2025Q4: 14,543 shares 14,543 $3.85M 0.42% +159 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,701 shares; 2024Q4: 27,879 shares; 2025Q1: 53,642 shares; 2025Q2: 28,080 shares; 2025Q3: 27,954 shares; 2025Q4: 31,515 shares 31,515 $3.77M 0.42% +3,561 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,330 shares; 2024Q4: 36,794 shares; 2025Q1: 37,098 shares; 2025Q2: 38,164 shares; 2025Q3: 36,615 shares; 2025Q4: 39,457 shares 39,457 $3.71M 0.41% +2,842 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,991 shares; 2024Q4: 29,253 shares; 2025Q1: 29,421 shares; 2025Q2: 30,111 shares; 2025Q3: 27,954 shares; 2025Q4: 22,634 shares 22,634 $3.57M 0.39% -5,320 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,620 shares; 2024Q4: 10,129 shares; 2025Q1: 20,037 shares; 2025Q2: 13,094 shares; 2025Q3: 16,210 shares; 2025Q4: 16,401 shares 16,401 $3.56M 0.39% +191 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,998 shares; 2025Q1: 27,182 shares; 2025Q2: 23,108 shares; 2025Q3: 41,193 shares; 2025Q4: 42,705 shares 42,705 $3.47M 0.38% +1,512 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,651 shares; 2024Q4: 4,621 shares; 2025Q1: 4,995 shares; 2025Q2: 5,119 shares; 2025Q3: 6,667 shares; 2025Q4: 6,535 shares 6,535 $3.42M 0.38% -132 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,658 shares; 2024Q4: 2,981 shares; 2025Q1: 3,287 shares; 2025Q2: 3,235 shares; 2025Q3: 3,165 shares; 2025Q4: 3,122 shares 3,122 $3.36M 0.37% -43 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,581 shares; 2024Q4: 15,957 shares; 2025Q1: 16,527 shares; 2025Q2: 16,566 shares; 2025Q3: 17,296 shares; 2025Q4: 15,567 shares 15,567 $3.3M 0.36% -1,729 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37 shares; 2024Q4: 346 shares; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 13,878 shares; 2025Q4: 15,206 shares 15,206 $3.26M 0.36% +1,328 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,849 shares; 2024Q4: 50,753 shares; 2025Q1: 52,548 shares; 2025Q2: 62,703 shares; 2025Q3: 53,902 shares; 2025Q4: 43,739 shares 43,739 $3.24M 0.36% -10,163 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,106 shares; 2024Q4: 15,298 shares; 2025Q1: 16,009 shares; 2025Q2: 10,964 shares; 2025Q3: 11,322 shares; 2025Q4: 11,761 shares 11,761 $3.21M 0.35% +439 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,000 shares; 2025Q1: 19,485 shares; 2025Q2: 32,240 shares; 2025Q3: 31,584 shares; 2025Q4: 38,229 shares 38,229 $3.2M 0.35% +6,645 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,877 shares; 2024Q4: 24,210 shares; 2025Q1: 25,739 shares; 2025Q2: 17,652 shares; 2025Q3: 18,287 shares; 2025Q4: 19,102 shares 19,102 $3.09M 0.34% +815 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,826 shares; 2024Q4: 104,969 shares; 2025Q1: 106,377 shares; 2025Q2: 104,038 shares; 2025Q3: 103,179 shares; 2025Q4: 102,252 shares 102,252 $3.08M 0.34% -927 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 4,911 shares; 2025Q1: 3,710 shares; 2025Q2: 3,626 shares; 2025Q3: 3,765 shares; 2025Q4: 4,898 shares 4,898 $3.07M 0.34% +1,133 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 22,761 shares; 2025Q1: 25,326 shares; 2025Q2: 14,092 shares; 2025Q3: 14,720 shares; 2025Q4: 16,628 shares 16,628 $3.06M 0.34% +1,908 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,159 shares; 2024Q4: 18,426 shares; 2025Q1: 19,622 shares; 2025Q2: 18,466 shares; 2025Q3: 18,112 shares; 2025Q4: 16,997 shares 16,997 $3.02M 0.33% -1,115 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 19,536 shares; 2025Q1: 25,373 shares; 2025Q2: 25,453 shares; 2025Q3: 25,460 shares; 2025Q4: 25,512 shares 25,512 $2.99M 0.33% +52 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,565 shares; 2024Q4: 37,429 shares; 2025Q1: 35,773 shares; 2025Q2: 40,686 shares; 2025Q3: 40,591 shares; 2025Q4: 36,163 shares 36,163 $2.98M 0.33% -4,428 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,160 shares; 2024Q4: 118,438 shares; 2025Q1: 118,866 shares; 2025Q2: 111,557 shares; 2025Q3: 110,980 shares; 2025Q4: 110,022 shares 110,022 $2.97M 0.33% -958 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,759 shares; 2024Q4: 9,016 shares; 2025Q1: 9,011 shares; 2025Q2: 9,170 shares; 2025Q3: 9,242 shares; 2025Q4: 9,300 shares 9,300 $2.96M 0.33% +58 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,114 shares; 2024Q4: 55,329 shares; 2025Q1: 51,146 shares; 2025Q2: 48,320 shares; 2025Q3: 44,970 shares; 2025Q4: 64,754 shares 64,754 $2.96M 0.33% +19,784 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,801 shares; 2024Q4: 4,705 shares; 2025Q1: 7,082 shares; 2025Q2: 6,981 shares; 2025Q3: 7,863 shares; 2025Q4: 7,449 shares 7,449 $2.95M 0.33% -414 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,297 shares; 2024Q4: 45,225 shares; 2025Q1: 47,825 shares; 2025Q2: 51,869 shares; 2025Q3: 54,028 shares; 2025Q4: 55,533 shares 55,533 $2.93M 0.32% +1,505 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,041 shares; 2025Q2: 4,534 shares; 2025Q3: 5,468 shares; 2025Q4: 5,703 shares 5,703 $2.91M 0.32% +235 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,480 shares; 2024Q4: 37,891 shares; 2025Q1: 32,942 shares; 2025Q2: 36,911 shares; 2025Q3: 40,006 shares; 2025Q4: 33,400 shares 33,400 $2.91M 0.32% -6,606 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,181 shares; 2024Q4: 105,102 shares; 2025Q1: 107,285 shares; 2025Q2: 106,246 shares; 2025Q3: 104,767 shares; 2025Q4: 101,322 shares 101,322 $2.89M 0.32% -3,445 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,177 shares; 2024Q4: 10,945 shares; 2025Q1: 11,414 shares; 2025Q2: 10,928 shares; 2025Q3: 10,419 shares; 2025Q4: 10,095 shares 10,095 $2.82M 0.31% -324 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,992 shares; 2024Q4: 15,512 shares; 2025Q1: 16,394 shares; 2025Q2: 17,129 shares; 2025Q3: 17,453 shares; 2025Q4: 18,034 shares 18,034 $2.79M 0.31% +581 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 5,611 shares; 2025Q1: 9,531 shares; 2025Q2: 8,191 shares; 2025Q3: 8,075 shares; 2025Q4: 8,841 shares 8,841 $2.77M 0.31% +766 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,763 shares; 2024Q4: 7,512 shares; 2025Q1: 10,621 shares; 2025Q2: 9,704 shares; 2025Q3: 9,699 shares; 2025Q4: 29,518 shares 29,518 $2.75M 0.3% +19,819 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,110 shares; 2025Q2: 49,501 shares; 2025Q3: 50,620 shares; 2025Q4: 52,743 shares 52,743 $2.64M 0.29% +2,123 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,722 shares; 2024Q4: 26,932 shares; 2025Q1: 27,936 shares; 2025Q2: 28,921 shares; 2025Q3: 22,119 shares; 2025Q4: 26,251 shares 26,251 $2.62M 0.29% +4,132 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,640 shares; 2024Q4: 32,237 shares; 2025Q1: 32,238 shares; 2025Q2: 24,736 shares; 2025Q3: 25,772 shares; 2025Q4: 26,884 shares 26,884 $2.56M 0.28% +1,112 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 829 shares; 2024Q4: not reported; 2025Q1: 984 shares; 2025Q2: 7,645 shares; 2025Q3: 7,788 shares; 2025Q4: 8,142 shares 8,142 $2.54M 0.28% +354 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,258 shares; 2024Q4: 4,178 shares; 2025Q1: 3,511 shares; 2025Q2: 3,419 shares; 2025Q3: 3,424 shares; 2025Q4: 2,888 shares 2,888 $2.49M 0.27% -536 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,475 shares; 2024Q4: 1,029 shares; 2025Q1: 3,972 shares; 2025Q2: 3,606 shares; 2025Q3: 3,377 shares; 2025Q4: 3,982 shares 3,982 $2.45M 0.27% +605 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,415 shares; 2024Q4: 9,159 shares; 2025Q1: 9,124 shares; 2025Q2: 9,124 shares; 2025Q3: 9,124 shares; 2025Q4: 8,994 shares 8,994 $2.42M 0.27% -130 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,513 shares; 2024Q4: 2,674 shares; 2025Q1: 3,951 shares; 2025Q2: 3,579 shares; 2025Q3: 3,421 shares; 2025Q4: 23,780 shares 23,780 $2.36M 0.26% +20,359 Timeline DIM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 3,408 shares; 2025Q1: 3,704 shares; 2025Q2: 6,104 shares; 2025Q3: 21,838 shares; 2025Q4: 28,452 shares 28,452 $2.29M 0.25% +6,614 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,349 shares; 2025Q1: 6,585 shares; 2025Q2: 7,320 shares; 2025Q3: 7,359 shares; 2025Q4: 7,323 shares 7,323 $2.29M 0.25% -36 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,894 shares; 2024Q4: 27,755 shares; 2025Q1: 28,946 shares; 2025Q2: 28,455 shares; 2025Q3: 28,577 shares; 2025Q4: 28,489 shares 28,489 $2.29M 0.25% -88 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,342 shares; 2025Q3: 25,781 shares; 2025Q4: 26,632 shares 26,632 $2.27M 0.25% +851 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,217 shares; 2025Q1: 116,969 shares; 2025Q2: 84,206 shares; 2025Q3: 85,359 shares; 2025Q4: 94,508 shares 94,508 $2.27M 0.25% +9,149 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,678 shares; 2024Q4: 53,349 shares; 2025Q1: 56,123 shares; 2025Q2: 54,740 shares; 2025Q3: 54,965 shares; 2025Q4: 55,487 shares 55,487 $2.17M 0.24% +522 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,829 shares; 2024Q4: 27,013 shares; 2025Q1: 27,151 shares; 2025Q2: 26,487 shares; 2025Q3: 26,587 shares; 2025Q4: 28,568 shares 28,568 $2.17M 0.24% +1,981 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,842 shares; 2024Q4: 36,619 shares; 2025Q1: 41,391 shares; 2025Q2: 39,476 shares; 2025Q3: 37,944 shares; 2025Q4: 38,196 shares 38,196 $2.09M 0.23% +252 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,291 shares; 2024Q4: 47,567 shares; 2025Q1: 49,327 shares; 2025Q2: 47,790 shares; 2025Q3: 46,831 shares; 2025Q4: 47,415 shares 47,415 $2.08M 0.23% +584 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527 shares; 2024Q4: not reported; 2025Q1: 3,641 shares; 2025Q2: 3,797 shares; 2025Q3: 3,885 shares; 2025Q4: 3,623 shares 3,623 $2.07M 0.23% -262 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,963 shares; 2024Q4: 28,136 shares; 2025Q1: 30,680 shares; 2025Q2: 32,248 shares; 2025Q3: 32,274 shares; 2025Q4: 25,460 shares 25,460 $2.04M 0.23% -6,814 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,205 shares; 2024Q4: 74,624 shares; 2025Q1: 76,500 shares; 2025Q2: 78,887 shares; 2025Q3: 80,661 shares; 2025Q4: 49,504 shares 49,504 $2.04M 0.23% -31,157 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,520 shares; 2024Q4: 2,213 shares; 2025Q1: 3,455 shares; 2025Q2: 4,463 shares; 2025Q3: 4,379 shares; 2025Q4: 4,376 shares 4,376 $1.97M 0.22% -3 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,848 shares; 2024Q4: 8,104 shares; 2025Q1: 10,051 shares; 2025Q2: 7,125 shares; 2025Q3: 7,213 shares; 2025Q4: 7,230 shares 7,230 $1.96M 0.22% +17 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,897 shares; 2024Q4: 19,984 shares; 2025Q1: 23,817 shares; 2025Q2: 15,765 shares; 2025Q3: 15,711 shares; 2025Q4: 16,273 shares 16,273 $1.96M 0.22% +562 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,428 shares; 2024Q4: 6,222 shares; 2025Q1: 3,127 shares; 2025Q2: 3,045 shares; 2025Q3: 3,051 shares; 2025Q4: 3,994 shares 3,994 $1.93M 0.21% +943 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,091 shares; 2024Q4: 7,959 shares; 2025Q1: 7,959 shares; 2025Q2: 6,245 shares; 2025Q3: 10,639 shares; 2025Q4: 16,604 shares 16,604 $1.89M 0.21% +5,965 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,698 shares; 2024Q4: 5,365 shares; 2025Q1: 11,259 shares; 2025Q2: 5,082 shares; 2025Q3: 5,047 shares; 2025Q4: 4,922 shares 4,922 $1.89M 0.21% -125 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,837 shares; 2024Q4: 4,718 shares; 2025Q1: 7,112 shares; 2025Q2: 6,558 shares; 2025Q3: 6,277 shares; 2025Q4: 7,508 shares 7,508 $1.85M 0.2% +1,231 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,869 shares; 2024Q4: 56,103 shares; 2025Q1: 60,393 shares; 2025Q2: 59,907 shares; 2025Q3: 60,107 shares; 2025Q4: 66,556 shares 66,556 $1.82M 0.2% +6,449 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,282 shares; 2025Q1: 1,278 shares; 2025Q2: 2,746 shares; 2025Q3: 2,646 shares; 2025Q4: 2,641 shares 2,641 $1.79M 0.2% -5 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,321 shares; 2024Q4: 5,920 shares; 2025Q1: 6,804 shares; 2025Q2: 6,970 shares; 2025Q3: 7,260 shares; 2025Q4: 7,638 shares 7,638 $1.77M 0.19% +378 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,629 shares; 2024Q4: 49,119 shares; 2025Q1: 95,023 shares; 2025Q2: 47,995 shares; 2025Q3: 48,374 shares; 2025Q4: 48,377 shares 48,377 $1.75M 0.19% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,023 shares; 2024Q4: 37,631 shares; 2025Q1: 37,406 shares; 2025Q2: 34,206 shares; 2025Q3: 31,919 shares; 2025Q4: 31,307 shares 31,307 $1.74M 0.19% -612 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,100 shares 14,100 $1.73M 0.19% new Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,021 shares; 2024Q4: 44,792 shares; 2025Q1: 43,937 shares; 2025Q2: 42,472 shares; 2025Q3: 45,226 shares; 2025Q4: 33,428 shares 33,428 $1.68M 0.19% -11,798 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,926 shares; 2024Q4: 25,805 shares; 2025Q1: 32,375 shares; 2025Q2: 33,209 shares; 2025Q3: 36,619 shares; 2025Q4: 33,290 shares 33,290 $1.65M 0.18% -3,329 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,687 shares; 2024Q4: 9,624 shares; 2025Q1: 10,447 shares; 2025Q2: 10,570 shares; 2025Q3: 10,728 shares; 2025Q4: 11,248 shares 11,248 $1.61M 0.18% +520 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,997 shares; 2024Q4: 34,873 shares; 2025Q1: 35,731 shares; 2025Q2: 32,714 shares; 2025Q3: 30,333 shares; 2025Q4: 27,763 shares 27,763 $1.58M 0.17% -2,570 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,203 shares; 2024Q4: 13,889 shares; 2025Q1: 20,248 shares; 2025Q2: 19,484 shares; 2025Q3: 19,451 shares; 2025Q4: 23,266 shares 23,266 $1.54M 0.17% +3,815 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,423 shares; 2024Q4: 20,376 shares; 2025Q1: 28,345 shares; 2025Q2: 28,134 shares; 2025Q3: 28,145 shares; 2025Q4: 28,505 shares 28,505 $1.53M 0.17% +360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,607 shares; 2025Q1: 29,513 shares; 2025Q2: 30,958 shares; 2025Q3: 30,739 shares; 2025Q4: 27,124 shares 27,124 $1.53M 0.17% -3,615 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,522 shares; 2024Q4: 17,211 shares; 2025Q1: 17,751 shares; 2025Q2: 17,473 shares; 2025Q3: 17,498 shares; 2025Q4: 17,640 shares 17,640 $1.49M 0.16% +142 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,414 shares; 2024Q4: 5,475 shares; 2025Q1: 5,980 shares; 2025Q2: 6,346 shares; 2025Q3: 6,434 shares; 2025Q4: 7,055 shares 7,055 $1.46M 0.16% +621 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,940 shares; 2024Q4: 8,150 shares; 2025Q1: 10,127 shares; 2025Q2: 12,562 shares; 2025Q3: 11,607 shares; 2025Q4: 12,018 shares 12,018 $1.45M 0.16% +411 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,310 shares; 2024Q4: 9,890 shares; 2025Q1: 10,626 shares; 2025Q2: 10,420 shares; 2025Q3: 9,830 shares; 2025Q4: 10,023 shares 10,023 $1.44M 0.16% +193 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,850 shares; 2024Q4: 17,265 shares; 2025Q1: 17,702 shares; 2025Q2: 18,196 shares; 2025Q3: 18,377 shares; 2025Q4: 19,022 shares 19,022 $1.44M 0.16% +645 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,387 shares; 2024Q4: 10,473 shares; 2025Q1: 13,259 shares; 2025Q2: 14,223 shares; 2025Q3: 14,925 shares; 2025Q4: 14,800 shares 14,800 $1.42M 0.16% -125 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,756 shares; 2024Q4: 15,465 shares; 2025Q1: 14,660 shares; 2025Q2: 20,899 shares; 2025Q3: 19,258 shares; 2025Q4: 19,322 shares 19,322 $1.42M 0.16% +64 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,005 shares; 2024Q4: 17,248 shares; 2025Q1: 20,028 shares; 2025Q2: 19,426 shares; 2025Q3: 19,554 shares; 2025Q4: 20,054 shares 20,054 $1.4M 0.15% +500 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,800 shares; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 10,800 shares 10,800 $1.39M 0.15% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,230 shares; 2024Q4: 29,197 shares; 2025Q1: 31,497 shares; 2025Q2: 37,438 shares; 2025Q3: 38,233 shares; 2025Q4: 30,355 shares 30,355 $1.37M 0.15% -7,878 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,455 shares; 2024Q4: 34,611 shares; 2025Q1: 34,796 shares; 2025Q2: 30,177 shares; 2025Q3: 30,267 shares; 2025Q4: 30,324 shares 30,324 $1.35M 0.15% +57 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,179 shares 23,179 $1.35M 0.15% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,740 shares; 2024Q4: 25,609 shares; 2025Q1: 26,324 shares; 2025Q2: 26,260 shares; 2025Q3: 26,101 shares; 2025Q4: 26,123 shares 26,123 $1.29M 0.14% +22 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,916 shares; 2024Q4: 25,313 shares; 2025Q1: 26,875 shares; 2025Q2: 25,923 shares; 2025Q3: 24,488 shares; 2025Q4: 24,778 shares 24,778 $1.28M 0.14% +290 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,553 shares; 2024Q4: 6,366 shares; 2025Q1: 7,055 shares; 2025Q2: 7,695 shares; 2025Q3: 7,732 shares; 2025Q4: 7,745 shares 7,745 $1.26M 0.14% +13 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,694 shares; 2024Q4: 37,060 shares; 2025Q1: 35,786 shares; 2025Q2: 28,015 shares; 2025Q3: 27,303 shares; 2025Q4: 27,858 shares 27,858 $1.26M 0.14% +555 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,391 shares; 2024Q4: 58,468 shares; 2025Q1: 58,042 shares; 2025Q2: 62,100 shares; 2025Q3: 62,415 shares; 2025Q4: 63,163 shares 63,163 $1.24M 0.14% +748 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,321 shares; 2024Q4: 5,946 shares; 2025Q1: 5,630 shares; 2025Q2: 5,517 shares; 2025Q3: 4,738 shares; 2025Q4: 5,878 shares 5,878 $1.24M 0.14% +1,140 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,501 shares; 2024Q4: 2,291 shares; 2025Q1: 2,465 shares; 2025Q2: 3,906 shares; 2025Q3: 4,173 shares; 2025Q4: 4,158 shares 4,158 $1.23M 0.14% -15 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,793 shares; 2024Q4: 4,591 shares; 2025Q1: 4,964 shares; 2025Q2: 4,845 shares; 2025Q3: 4,753 shares; 2025Q4: 5,379 shares 5,379 $1.23M 0.14% +626 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,272 shares; 2024Q4: 14,022 shares; 2025Q1: 14,356 shares; 2025Q2: 14,356 shares; 2025Q3: 14,356 shares; 2025Q4: 28,712 shares 28,712 $1.23M 0.14% +14,356 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,509 shares; 2024Q4: 11,310 shares; 2025Q1: 11,974 shares; 2025Q2: 12,330 shares; 2025Q3: 12,631 shares; 2025Q4: 12,747 shares 12,747 $1.22M 0.13% +116 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,831 shares; 2024Q4: 17,170 shares; 2025Q1: 17,570 shares; 2025Q2: 17,752 shares; 2025Q3: 16,762 shares; 2025Q4: 14,728 shares 14,728 $1.22M 0.13% -2,034 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,963 shares; 2024Q4: 16,808 shares; 2025Q1: 20,168 shares; 2025Q2: 18,692 shares; 2025Q3: 19,525 shares; 2025Q4: 19,402 shares 19,402 $1.21M 0.13% -123 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,937 shares; 2024Q4: 94,540 shares; 2025Q1: 59,011 shares; 2025Q2: 55,512 shares; 2025Q3: 22,047 shares; 2025Q4: 10,547 shares 10,547 $1.2M 0.13% -11,500 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,707 shares; 2024Q4: 20,711 shares; 2025Q1: 27,307 shares; 2025Q2: 29,280 shares; 2025Q3: 28,186 shares; 2025Q4: 23,415 shares 23,415 $1.18M 0.13% -4,771 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167 shares; 2024Q4: 1,767 shares; 2025Q1: 167 shares; 2025Q2: 333 shares; 2025Q3: 512 shares; 2025Q4: 3,152 shares 3,152 $1.18M 0.13% +2,640 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,539 shares; 2024Q4: 38,406 shares; 2025Q1: 40,375 shares; 2025Q2: 39,723 shares; 2025Q3: 45,788 shares; 2025Q4: 50,225 shares 50,225 $1.17M 0.13% +4,437 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,257 shares; 2024Q4: 13,666 shares; 2025Q1: 13,003 shares; 2025Q2: 12,298 shares; 2025Q3: 11,669 shares; 2025Q4: 11,999 shares 11,999 $1.17M 0.13% +330 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,408 shares; 2024Q4: 7,225 shares; 2025Q1: 15,959 shares; 2025Q2: 15,994 shares; 2025Q3: 16,014 shares; 2025Q4: 20,209 shares 20,209 $1.11M 0.12% +4,195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,705 shares; 2025Q2: 26,065 shares; 2025Q3: 26,065 shares; 2025Q4: 25,387 shares 25,387 $1.11M 0.12% -678 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,830 shares; 2024Q4: 9,672 shares; 2025Q1: 9,672 shares; 2025Q2: 7,826 shares; 2025Q3: 7,646 shares; 2025Q4: 8,425 shares 8,425 $1.11M 0.12% +779 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,676 shares; 2024Q4: 6,946 shares; 2025Q1: 5,984 shares; 2025Q2: 10,236 shares; 2025Q3: 7,366 shares; 2025Q4: 7,277 shares 7,277 $1.08M 0.12% -89 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,120 shares; 2024Q4: 13,621 shares; 2025Q1: 13,679 shares; 2025Q2: 12,692 shares; 2025Q3: 12,402 shares; 2025Q4: 23,788 shares 23,788 $1.08M 0.12% +11,386 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,798 shares; 2024Q4: 32,851 shares; 2025Q1: 34,401 shares; 2025Q2: 38,726 shares; 2025Q3: 38,673 shares; 2025Q4: 43,228 shares 43,228 $1.07M 0.12% +4,555 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,582 shares; 2024Q4: 53,842 shares; 2025Q1: 53,727 shares; 2025Q2: 57,177 shares; 2025Q3: 57,487 shares; 2025Q4: 58,240 shares 58,240 $1.07M 0.12% +753 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,765 shares; 2024Q4: 23,502 shares; 2025Q1: 24,278 shares; 2025Q2: 27,633 shares; 2025Q3: 27,944 shares; 2025Q4: 16,881 shares 16,881 $1.07M 0.12% -11,063 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,246 shares; 2024Q4: 40,785 shares; 2025Q1: 33,510 shares; 2025Q2: 30,055 shares; 2025Q3: 27,055 shares; 2025Q4: 26,705 shares 26,705 $1.07M 0.12% -350 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,438 shares 11,438 $1.06M 0.12% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,373 shares; 2024Q4: 12,328 shares; 2025Q1: 12,391 shares; 2025Q2: 12,914 shares; 2025Q3: 12,997 shares; 2025Q4: 13,285 shares 13,285 $1.03M 0.11% +288 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,690 shares; 2024Q4: 36,952 shares; 2025Q1: 55,896 shares; 2025Q2: 41,366 shares; 2025Q3: 43,361 shares; 2025Q4: 44,255 shares 44,255 $1.02M 0.11% +894 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,733 shares; 2024Q4: 4,081 shares; 2025Q1: 3,369 shares; 2025Q2: 2,753 shares; 2025Q3: 2,613 shares; 2025Q4: 3,037 shares 3,037 $1.02M 0.11% +424 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,999 shares; 2024Q4: 37,089 shares; 2025Q1: 36,387 shares; 2025Q2: 24,919 shares; 2025Q3: 22,561 shares; 2025Q4: 23,037 shares 23,037 $1.02M 0.11% +476 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,172 shares; 2024Q4: 4,599 shares; 2025Q1: 4,678 shares; 2025Q2: 4,781 shares; 2025Q3: 4,786 shares; 2025Q4: 4,817 shares 4,817 $995K 0.11% +31 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,250 shares; 2024Q4: 3,174 shares; 2025Q1: 4,255 shares; 2025Q2: 3,802 shares; 2025Q3: 3,818 shares; 2025Q4: 3,846 shares 3,846 $992K 0.11% +28 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,504 shares; 2024Q4: 11,443 shares; 2025Q1: 10,899 shares; 2025Q2: 9,930 shares; 2025Q3: 8,919 shares; 2025Q4: 8,974 shares 8,974 $987K 0.11% +55 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,417 shares; 2024Q4: 28,055 shares; 2025Q1: 27,633 shares; 2025Q2: 27,004 shares; 2025Q3: 25,325 shares; 2025Q4: 19,188 shares 19,188 $971K 0.11% -6,137 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,919 shares; 2024Q4: 40,884 shares; 2025Q1: 41,918 shares; 2025Q2: 42,824 shares; 2025Q3: 42,549 shares; 2025Q4: 42,827 shares 42,827 $958K 0.11% +278 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,580 shares 10,580 $950K 0.1% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,586 shares; 2024Q4: 27,587 shares; 2025Q1: 29,199 shares; 2025Q2: 28,063 shares; 2025Q3: 28,444 shares; 2025Q4: 28,373 shares 28,373 $949K 0.1% -71 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,341 shares; 2024Q4: 13,423 shares; 2025Q1: 13,258 shares; 2025Q2: 9,833 shares; 2025Q3: 9,760 shares; 2025Q4: 9,762 shares 9,762 $946K 0.1% +2 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 5,960 shares; 2025Q1: 4,035 shares; 2025Q2: 4,430 shares; 2025Q3: 5,394 shares; 2025Q4: 9,656 shares 9,656 $930K 0.1% +4,262 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,425 shares; 2025Q1: 4,555 shares; 2025Q2: 4,881 shares; 2025Q3: 4,892 shares; 2025Q4: 6,009 shares 6,009 $916K 0.1% +1,117 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,496 shares; 2024Q4: 11,668 shares; 2025Q1: 6,989 shares; 2025Q2: 6,732 shares; 2025Q3: 6,279 shares; 2025Q4: 6,107 shares 6,107 $910K 0.1% -172 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,886 shares; 2024Q4: 7,346 shares; 2025Q1: 7,320 shares; 2025Q2: 7,025 shares; 2025Q3: 6,645 shares; 2025Q4: 6,400 shares 6,400 $892K 0.1% -245 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,210 shares; 2024Q4: 39,220 shares; 2025Q1: 41,090 shares; 2025Q2: 40,425 shares; 2025Q3: 40,363 shares; 2025Q4: 40,173 shares 40,173 $884K 0.1% -190 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,010 shares; 2024Q4: 3,263 shares; 2025Q1: 6,532 shares; 2025Q2: 6,467 shares; 2025Q3: 6,467 shares; 2025Q4: 7,151 shares 7,151 $870K 0.1% +684 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,519 shares; 2024Q4: 26,797 shares; 2025Q1: 27,373 shares; 2025Q2: 22,808 shares; 2025Q3: 4,516 shares; 2025Q4: 4,345 shares 4,345 $868K 0.1% -171 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,450 shares; 2024Q4: 29,546 shares; 2025Q1: 30,223 shares; 2025Q2: 22,427 shares; 2025Q3: 21,863 shares; 2025Q4: 21,582 shares 21,582 $844K 0.09% -281 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,608 shares; 2024Q4: 19,094 shares; 2025Q1: 18,924 shares; 2025Q2: 18,963 shares; 2025Q3: 18,963 shares; 2025Q4: 18,836 shares 18,836 $837K 0.09% -127 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,633 shares; 2025Q2: 11,841 shares; 2025Q3: 20,224 shares; 2025Q4: 17,158 shares 17,158 $835K 0.09% -3,066 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,680 shares; 2024Q4: 5,852 shares; 2025Q1: 6,061 shares; 2025Q2: 11,025 shares; 2025Q3: 11,528 shares; 2025Q4: 14,873 shares 14,873 $830K 0.09% +3,345 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,992 shares; 2024Q4: 1,987 shares; 2025Q1: 1,822 shares; 2025Q2: 2,778 shares; 2025Q3: 3,689 shares; 2025Q4: 3,745 shares 3,745 $813K 0.09% +56 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,958 shares; 2024Q4: 8,016 shares; 2025Q1: 8,568 shares; 2025Q2: 8,675 shares; 2025Q3: 9,005 shares; 2025Q4: 9,027 shares 9,027 $808K 0.09% +22 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 7,693 shares; 2025Q1: 8,099 shares; 2025Q2: 5,192 shares; 2025Q3: 6,769 shares; 2025Q4: 8,184 shares 8,184 $806K 0.09% +1,415 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,611 shares; 2024Q4: 7,467 shares; 2025Q1: 7,467 shares; 2025Q2: 5,842 shares; 2025Q3: 5,704 shares; 2025Q4: 5,710 shares 5,710 $806K 0.09% +6 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 645 shares; 2024Q4: 603 shares; 2025Q1: 748 shares; 2025Q2: 738 shares; 2025Q3: 740 shares; 2025Q4: 916 shares 916 $805K 0.09% +176 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,478 shares; 2024Q4: 18,268 shares; 2025Q1: 19,179 shares; 2025Q2: 16,299 shares; 2025Q3: 15,999 shares; 2025Q4: 16,795 shares 16,795 $802K 0.09% +796 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,719 shares; 2024Q4: 2,550 shares; 2025Q1: 2,757 shares; 2025Q2: 2,852 shares; 2025Q3: 2,889 shares; 2025Q4: 4,356 shares 4,356 $799K 0.09% +1,467 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,742 shares; 2025Q1: 4,697 shares; 2025Q2: 4,352 shares; 2025Q3: 4,344 shares; 2025Q4: 4,476 shares 4,476 $796K 0.09% +132 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,039 shares; 2024Q4: 2,997 shares; 2025Q1: 3,018 shares; 2025Q2: 3,056 shares; 2025Q3: 2,912 shares; 2025Q4: 2,562 shares 2,562 $774K 0.09% -350 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348 shares; 2024Q4: 348 shares; 2025Q1: 359 shares; 2025Q2: 359 shares; 2025Q3: 359 shares; 2025Q4: 352 shares 352 $755K 0.08% -7 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,625 shares; 2025Q2: 4,629 shares; 2025Q3: 4,631 shares; 2025Q4: 4,361 shares 4,361 $746K 0.08% -270 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,455 shares; 2024Q4: 19,085 shares; 2025Q1: 18,355 shares; 2025Q2: 17,400 shares; 2025Q3: 16,410 shares; 2025Q4: 15,595 shares 15,595 $736K 0.08% -815 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,887 shares; 2024Q4: 31,412 shares; 2025Q1: 33,222 shares; 2025Q2: 33,854 shares; 2025Q3: 34,964 shares; 2025Q4: 34,896 shares 34,896 $729K 0.08% -68 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 674 shares; 2024Q4: 20,019 shares; 2025Q1: 20,019 shares; 2025Q2: 17,759 shares; 2025Q3: 17,695 shares; 2025Q4: 18,096 shares 18,096 $717K 0.08% +401 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,029 shares; 2024Q4: 13,751 shares; 2025Q1: 13,568 shares; 2025Q2: 13,990 shares; 2025Q3: 13,990 shares; 2025Q4: 13,065 shares 13,065 $715K 0.08% -925 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,693 shares; 2024Q4: 22,944 shares; 2025Q1: 24,403 shares; 2025Q2: 24,559 shares; 2025Q3: 25,217 shares; 2025Q4: 26,545 shares 26,545 $711K 0.08% +1,328 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,113 shares; 2024Q4: not reported; 2025Q1: 11,271 shares; 2025Q2: 15,489 shares; 2025Q3: 17,644 shares; 2025Q4: 10,842 shares 10,842 $698K 0.08% -6,802 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,018 shares; 2024Q4: 2,054 shares; 2025Q1: 2,220 shares; 2025Q2: 2,369 shares; 2025Q3: 2,392 shares; 2025Q4: 2,232 shares 2,232 $690K 0.08% -160 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,897 shares; 2024Q4: 1,766 shares; 2025Q1: 2,038 shares; 2025Q2: 2,169 shares; 2025Q3: 2,195 shares; 2025Q4: 2,207 shares 2,207 $680K 0.07% +12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,427 shares; 2024Q4: 1,445 shares; 2025Q1: 1,460 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,609 shares 1,609 $679K 0.07% +143 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 860 shares; 2024Q4: 4,972 shares; 2025Q1: 4,451 shares; 2025Q2: 4,452 shares; 2025Q3: 4,286 shares; 2025Q4: 4,286 shares 4,286 $671K 0.07% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,404 shares; 2024Q4: 6,278 shares; 2025Q1: 5,569 shares; 2025Q2: 5,424 shares; 2025Q3: 5,384 shares; 2025Q4: 5,186 shares 5,186 $668K 0.07% -198 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,926 shares; 2024Q4: 7,500 shares; 2025Q1: 7,598 shares; 2025Q2: 7,708 shares; 2025Q3: 7,686 shares; 2025Q4: 7,374 shares 7,374 $653K 0.07% -312 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,119 shares; 2024Q4: 877 shares; 2025Q1: 1,170 shares; 2025Q2: 1,104 shares; 2025Q3: 1,122 shares; 2025Q4: 1,135 shares 1,135 $650K 0.07% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,747 shares; 2024Q4: 74,241 shares; 2025Q1: 67,093 shares; 2025Q2: 52,881 shares; 2025Q3: 48,159 shares; 2025Q4: 48,901 shares 48,901 $630K 0.07% +742 Timeline LQDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,997 shares; 2025Q1: 20,415 shares; 2025Q2: 19,646 shares; 2025Q3: 17,577 shares; 2025Q4: 25,164 shares 25,164 $618K 0.07% +7,587 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,670 shares; 2024Q4: 20,231 shares; 2025Q1: 36,678 shares; 2025Q2: 4,481 shares; 2025Q3: 4,507 shares; 2025Q4: 5,867 shares 5,867 $618K 0.07% +1,360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,801 shares; 2024Q4: 8,201 shares; 2025Q1: 11,801 shares; 2025Q2: 11,801 shares; 2025Q3: 11,801 shares; 2025Q4: 11,801 shares 11,801 $591K 0.07% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,628 shares; 2024Q4: 10,681 shares; 2025Q1: 10,763 shares; 2025Q2: 10,183 shares; 2025Q3: 10,148 shares; 2025Q4: 10,907 shares 10,907 $588K 0.06% +759 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,662 shares; 2024Q4: 11,624 shares; 2025Q1: 11,223 shares; 2025Q2: 10,738 shares; 2025Q3: 10,773 shares; 2025Q4: 11,459 shares 11,459 $580K 0.06% +686 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 986 shares; 2025Q3: 1,588 shares; 2025Q4: 5,734 shares 5,734 $576K 0.06% +4,146 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 667 shares; 2025Q1: 598 shares; 2025Q2: 443 shares; 2025Q3: 472 shares; 2025Q4: 3,692 shares 3,692 $572K 0.06% +3,220 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,535 shares; 2024Q4: 9,706 shares; 2025Q1: 9,756 shares; 2025Q2: 8,339 shares; 2025Q3: 5,377 shares; 2025Q4: 5,783 shares 5,783 $570K 0.06% +406 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,174 shares; 2024Q4: 16,418 shares; 2025Q1: 29,954 shares; 2025Q2: 16,273 shares; 2025Q3: 16,429 shares; 2025Q4: 16,638 shares 16,638 $563K 0.06% +209 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 1,868 shares; 2025Q3: 1,645 shares; 2025Q4: 3,957 shares 3,957 $558K 0.06% +2,312 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,169 shares; 2024Q4: 6,626 shares; 2025Q1: 6,236 shares; 2025Q2: 6,103 shares; 2025Q3: 6,149 shares; 2025Q4: 5,787 shares 5,787 $557K 0.06% -362 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 597 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,807 shares; 2025Q4: 1,752 shares 1,752 $552K 0.06% -55 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,590 shares; 2024Q4: 6,580 shares; 2025Q1: 6,649 shares; 2025Q2: 6,574 shares; 2025Q3: 5,860 shares; 2025Q4: 5,939 shares 5,939 $537K 0.06% +79 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,346 shares; 2024Q4: 51,703 shares; 2025Q1: 57,437 shares; 2025Q2: 50,937 shares; 2025Q3: 50,313 shares; 2025Q4: 49,359 shares 49,359 $535K 0.06% -954 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,702 shares; 2024Q4: 25,797 shares; 2025Q1: 3,114 shares; 2025Q2: 3,216 shares; 2025Q3: 2,587 shares; 2025Q4: 2,489 shares 2,489 $533K 0.06% -98 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 1,724 shares; 2025Q4: 2,190 shares 2,190 $517K 0.06% +466 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,560 shares; 2024Q4: 16,905 shares; 2025Q1: 16,685 shares; 2025Q2: 15,264 shares; 2025Q3: 15,233 shares; 2025Q4: 13,104 shares 13,104 $511K 0.06% -2,129 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,453 shares; 2024Q4: 1,474 shares; 2025Q1: 1,875 shares; 2025Q2: 1,872 shares; 2025Q3: 1,876 shares; 2025Q4: 2,571 shares 2,571 $501K 0.06% +695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 3,150 shares; 2025Q1: 11,450 shares; 2025Q2: 10,700 shares; 2025Q3: 10,700 shares; 2025Q4: 10,700 shares 10,700 $500K 0.06% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,996 shares; 2025Q3: 15,996 shares; 2025Q4: 15,996 shares 15,996 $499K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 9,631 shares; 2025Q1: 9,631 shares; 2025Q2: 15,144 shares; 2025Q3: 15,171 shares; 2025Q4: 15,179 shares 15,179 $497K 0.05% +8 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 920 shares; 2024Q4: 783 shares; 2025Q1: 1,339 shares; 2025Q2: 1,320 shares; 2025Q3: 1,328 shares; 2025Q4: 1,330 shares 1,330 $492K 0.05% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,159 shares; 2025Q2: 2,146 shares; 2025Q3: 2,145 shares; 2025Q4: 2,768 shares 2,768 $491K 0.05% +623 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 858 shares; 2025Q1: 1,199 shares; 2025Q2: 1,009 shares; 2025Q3: 1,012 shares; 2025Q4: 1,882 shares 1,882 $484K 0.05% +870 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,771 shares; 2024Q4: 11,969 shares; 2025Q1: 11,656 shares; 2025Q2: 11,083 shares; 2025Q3: 10,490 shares; 2025Q4: 10,265 shares 10,265 $476K 0.05% -225 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,898 shares; 2024Q4: 2,754 shares; 2025Q1: 3,166 shares; 2025Q2: 3,100 shares; 2025Q3: 2,940 shares; 2025Q4: 2,928 shares 2,928 $470K 0.05% -12 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,266 shares 12,266 $467K 0.05% new Timeline EUSA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,169 shares; 2024Q4: 5,000 shares; 2025Q1: 5,077 shares; 2025Q2: 4,761 shares; 2025Q3: 4,650 shares; 2025Q4: 4,462 shares 4,462 $461K 0.05% -188 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,785 shares; 2024Q4: 2,789 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,913 shares; 2025Q4: 2,915 shares 2,915 $441K 0.05% +2 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,851 shares; 2024Q4: 20,529 shares; 2025Q1: 12,383 shares; 2025Q2: 12,502 shares; 2025Q3: 12,863 shares; 2025Q4: 10,539 shares 10,539 $425K 0.05% -2,324 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,014 shares; 2024Q4: 2,384 shares; 2025Q1: 3,014 shares; 2025Q2: 3,014 shares; 2025Q3: 3,014 shares; 2025Q4: 3,014 shares 3,014 $425K 0.05% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,090 shares; 2024Q4: 10,346 shares; 2025Q1: 10,360 shares; 2025Q2: 10,378 shares; 2025Q3: 10,394 shares; 2025Q4: 10,407 shares 10,407 $412K 0.05% +13 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,571 shares; 2025Q1: 4,543 shares; 2025Q2: 5,038 shares; 2025Q3: 5,304 shares; 2025Q4: 5,320 shares 5,320 $409K 0.05% +16 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,303 shares; 2024Q4: 2,316 shares; 2025Q1: 2,306 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,306 shares 2,306 $400K 0.04% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092 shares; 2024Q4: 1,784 shares; 2025Q1: 1,831 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,372 shares 1,372 $398K 0.04% +224 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,373 shares; 2025Q4: 1,384 shares 1,384 $395K 0.04% +11 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 519 shares; 2025Q3: 598 shares; 2025Q4: 603 shares 603 $394K 0.04% +5 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 651 shares; 2025Q1: 886 shares; 2025Q2: 801 shares; 2025Q3: 801 shares; 2025Q4: 801 shares 801 $385K 0.04% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,613 shares; 2025Q2: 6,377 shares; 2025Q3: 6,935 shares; 2025Q4: 8,610 shares 8,610 $383K 0.04% +1,675 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,725 shares; 2025Q2: 1,808 shares; 2025Q3: 1,996 shares; 2025Q4: 2,954 shares 2,954 $381K 0.04% +958 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,825 shares; 2024Q4: 20,792 shares; 2025Q1: 20,746 shares; 2025Q2: 20,421 shares; 2025Q3: 20,361 shares; 2025Q4: 15,436 shares 15,436 $376K 0.04% -4,925 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,233 shares; 2024Q4: 7,068 shares; 2025Q1: 6,673 shares; 2025Q2: 5,953 shares; 2025Q3: 5,798 shares; 2025Q4: 5,643 shares 5,643 $375K 0.04% -155 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 10,989 shares; 2025Q1: 8,977 shares; 2025Q2: 8,977 shares; 2025Q3: 8,977 shares; 2025Q4: 8,977 shares 8,977 $375K 0.04% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,531 shares; 2024Q4: 5,453 shares; 2025Q1: 5,634 shares; 2025Q2: 5,840 shares; 2025Q3: 5,663 shares; 2025Q4: 4,669 shares 4,669 $372K 0.04% -994 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,710 shares; 2024Q4: 8,444 shares; 2025Q1: 8,651 shares; 2025Q2: 7,230 shares; 2025Q3: 6,394 shares; 2025Q4: 6,254 shares 6,254 $363K 0.04% -140 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,790 shares; 2024Q4: 36,301 shares; 2025Q1: 37,443 shares; 2025Q2: 36,053 shares; 2025Q3: 36,620 shares; 2025Q4: 34,819 shares 34,819 $363K 0.04% -1,801 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,822 shares; 2025Q1: 2,967 shares; 2025Q2: 2,577 shares; 2025Q3: 2,577 shares; 2025Q4: 2,526 shares 2,526 $362K 0.04% -51 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares 13,400 $356K 0.04% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares; 2025Q3: 1,384 shares; 2025Q4: 1,372 shares 1,372 $353K 0.04% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 968 shares; 2024Q4: not reported; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 995 shares; 2025Q4: 1,268 shares 1,268 $349K 0.04% +273 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 389 shares 389 $342K 0.04% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 2,112 shares; 2025Q1: 2,125 shares; 2025Q2: 2,130 shares; 2025Q3: 2,111 shares; 2025Q4: 2,118 shares 2,118 $339K 0.04% +7 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,982 shares; 2024Q4: 3,983 shares; 2025Q1: 4,617 shares; 2025Q2: 4,139 shares; 2025Q3: 4,204 shares; 2025Q4: 4,351 shares 4,351 $335K 0.04% +147 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,888 shares 2,888 $333K 0.04% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,796 shares; 2025Q1: 7,117 shares; 2025Q2: 7,505 shares; 2025Q3: 4,626 shares; 2025Q4: 3,109 shares 3,109 $332K 0.04% -1,517 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,562 shares; 2024Q4: 1,834 shares; 2025Q1: 2,665 shares; 2025Q2: 2,695 shares; 2025Q3: 2,623 shares; 2025Q4: 2,646 shares 2,646 $331K 0.04% +23 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,154 shares; 2024Q4: not reported; 2025Q1: 4,054 shares; 2025Q2: 4,441 shares; 2025Q3: 4,441 shares; 2025Q4: 4,065 shares 4,065 $328K 0.04% -376 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,210 shares; 2025Q2: 7,032 shares; 2025Q3: 7,032 shares; 2025Q4: 7,032 shares 7,032 $322K 0.04% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 873 shares; 2025Q1: 1,093 shares; 2025Q2: 1,089 shares; 2025Q3: 1,103 shares; 2025Q4: 1,320 shares 1,320 $318K 0.04% +217 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,320 shares; 2024Q4: 2,320 shares; 2025Q1: 2,320 shares; 2025Q2: 2,320 shares; 2025Q3: 2,320 shares; 2025Q4: 2,320 shares 2,320 $318K 0.04% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,690 shares 1,690 $314K 0.03% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,383 shares; 2024Q4: 9,067 shares; 2025Q1: 9,073 shares; 2025Q2: 9,075 shares; 2025Q3: 9,076 shares; 2025Q4: 8,927 shares 8,927 $313K 0.03% -149 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719 shares; 2024Q4: 1,692 shares; 2025Q1: 3,430 shares; 2025Q2: 3,390 shares; 2025Q3: 3,348 shares; 2025Q4: 3,238 shares 3,238 $305K 0.03% -110 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: not reported; 2025Q1: 7,566 shares; 2025Q2: 7,481 shares; 2025Q3: 7,481 shares; 2025Q4: 7,481 shares 7,481 $305K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,662 shares; 2025Q3: 12,525 shares; 2025Q4: 13,499 shares 13,499 $303K 0.03% +974 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares 10,000 $302K 0.03% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 845 shares; 2025Q3: 845 shares; 2025Q4: 856 shares 856 $302K 0.03% +11 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,378 shares; 2024Q4: 8,771 shares; 2025Q1: 7,329 shares; 2025Q2: 7,176 shares; 2025Q3: 7,144 shares; 2025Q4: 7,234 shares 7,234 $299K 0.03% +90 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,626 shares; 2025Q2: 11,858 shares; 2025Q3: 12,298 shares; 2025Q4: 2,903 shares 2,903 $297K 0.03% -9,395 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,003 shares; 2025Q2: 1,174 shares; 2025Q3: 1,094 shares; 2025Q4: 1,522 shares 1,522 $297K 0.03% +428 Timeline AADR ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,339 shares; 2025Q4: 3,414 shares 3,414 $294K 0.03% +75 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,174 shares; 2024Q4: not reported; 2025Q1: 3,501 shares; 2025Q2: 2,837 shares; 2025Q3: 2,898 shares; 2025Q4: 2,947 shares 2,947 $294K 0.03% +49 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,866 shares; 2024Q4: 2,872 shares; 2025Q1: 2,533 shares; 2025Q2: 2,530 shares; 2025Q3: 2,528 shares; 2025Q4: 2,533 shares 2,533 $294K 0.03% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,730 shares; 2024Q4: 9,765 shares; 2025Q1: 9,860 shares; 2025Q2: 9,755 shares; 2025Q3: 9,330 shares; 2025Q4: 11,454 shares 11,454 $286K 0.03% +2,124 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,449 shares; 2024Q4: 4,962 shares; 2025Q1: 15,813 shares; 2025Q2: 15,813 shares; 2025Q3: 15,813 shares; 2025Q4: 15,813 shares 15,813 $275K 0.03% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 582 shares 582 $271K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 3,065 shares; 2025Q1: 4,104 shares; 2025Q2: 4,571 shares; 2025Q3: 4,354 shares; 2025Q4: 3,186 shares 3,186 $268K 0.03% -1,168 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,794 shares; 2024Q4: 1,809 shares; 2025Q1: not reported; 2025Q2: 1,564 shares; 2025Q3: 1,564 shares; 2025Q4: 1,565 shares 1,565 $267K 0.03% +1 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 931 shares; 2024Q4: not reported; 2025Q1: 1,171 shares; 2025Q2: 929 shares; 2025Q3: 919 shares; 2025Q4: 919 shares 919 $265K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,902 shares; 2025Q1: 2,038 shares; 2025Q2: 2,428 shares; 2025Q3: 2,402 shares; 2025Q4: 2,313 shares 2,313 $263K 0.03% -89 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares; 2025Q3: 1,372 shares; 2025Q4: 1,276 shares 1,276 $262K 0.03% -96 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,594 shares; 2024Q4: 4,569 shares; 2025Q1: 4,569 shares; 2025Q2: 4,469 shares; 2025Q3: 4,319 shares; 2025Q4: 4,319 shares 4,319 $252K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,627 shares; 2024Q4: 14,474 shares; 2025Q1: 12,002 shares; 2025Q2: 11,477 shares; 2025Q3: 10,222 shares; 2025Q4: 9,568 shares 9,568 $251K 0.03% -654 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 70,154 shares; 2025Q2: 70,154 shares; 2025Q3: 70,154 shares; 2025Q4: 70,154 shares 70,154 $250K 0.03% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,340 shares; 2024Q4: 3,519 shares; 2025Q1: 3,324 shares; 2025Q2: 3,054 shares; 2025Q3: 3,248 shares; 2025Q4: 3,308 shares 3,308 $250K 0.03% +60 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,283 shares; 2024Q4: 1,303 shares; 2025Q1: 2,425 shares; 2025Q2: 2,510 shares; 2025Q3: 2,253 shares; 2025Q4: 2,483 shares 2,483 $247K 0.03% +230 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,835 shares; 2025Q4: 3,407 shares 3,407 $244K 0.03% -2,428 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 5,582 shares 5,582 $242K 0.03% +2,082 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,104 shares; 2025Q1: 1,071 shares; 2025Q2: 989 shares; 2025Q3: 347 shares; 2025Q4: 394 shares 394 $238K 0.03% +47 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 761 shares 761 $231K 0.03% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,956 shares; 2024Q4: 10,116 shares; 2025Q1: 19,876 shares; 2025Q2: 10,330 shares; 2025Q3: 10,460 shares; 2025Q4: 10,214 shares 10,214 $231K 0.03% -246 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: not reported; 2025Q1: 3,356 shares; 2025Q2: not reported; 2025Q3: 2,888 shares; 2025Q4: 2,901 shares 2,901 $230K 0.03% +13 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares; 2025Q3: 2,179 shares; 2025Q4: 2,179 shares 2,179 $230K 0.03% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 7,824 shares; 2025Q1: 10,807 shares; 2025Q2: 7,780 shares; 2025Q3: 7,780 shares; 2025Q4: 6,237 shares 6,237 $229K 0.03% -1,543 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,630 shares; 2025Q1: 1,502 shares; 2025Q2: 1,491 shares; 2025Q3: 1,494 shares; 2025Q4: 1,471 shares 1,471 $227K 0.02% -23 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 4,119 shares; 2025Q1: 4,321 shares; 2025Q2: 4,183 shares; 2025Q3: 4,466 shares; 2025Q4: 4,583 shares 4,583 $227K 0.02% +117 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 2,372 shares; 2025Q1: 2,358 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,517 shares 2,517 $226K 0.02% +158 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254 shares; 2024Q4: not reported; 2025Q1: 2,460 shares; 2025Q2: 2,589 shares; 2025Q3: 2,588 shares; 2025Q4: 2,590 shares 2,590 $226K 0.02% +2 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,128 shares; 2025Q1: 3,220 shares; 2025Q2: 2,985 shares; 2025Q3: 3,002 shares; 2025Q4: 979 shares 979 $220K 0.02% -2,023 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,255 shares; 2024Q4: 3,255 shares; 2025Q1: 3,255 shares; 2025Q2: 3,255 shares; 2025Q3: 3,255 shares; 2025Q4: 3,255 shares 3,255 $219K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,585 shares; 2024Q4: 89,325 shares; 2025Q1: 70,394 shares; 2025Q2: 11,296 shares; 2025Q3: 6,236 shares; 2025Q4: 3,001 shares 3,001 $218K 0.02% -3,235 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,133 shares 3,133 $217K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,164 shares; 2024Q4: 1,000 shares; 2025Q1: 1,117 shares; 2025Q2: 1,123 shares; 2025Q3: 1,123 shares; 2025Q4: 1,117 shares 1,117 $217K 0.02% -6 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,234 shares; 2025Q2: 2,247 shares; 2025Q3: 2,251 shares; 2025Q4: 2,277 shares 2,277 $217K 0.02% +26 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 380 shares; 2025Q4: 380 shares 380 $217K 0.02% 0 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,955 shares; 2024Q4: 655 shares; 2025Q1: 4,955 shares; 2025Q2: 4,955 shares; 2025Q3: 4,955 shares; 2025Q4: 4,955 shares 4,955 $217K 0.02% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,343 shares 2,343 $215K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,524 shares; 2024Q4: 1,524 shares; 2025Q1: not reported; 2025Q2: 1,524 shares; 2025Q3: 1,524 shares; 2025Q4: 3,048 shares 3,048 $215K 0.02% +1,524 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,478 shares 1,478 $212K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,524 shares; 2024Q4: 5,176 shares; 2025Q1: 10,352 shares; 2025Q2: 5,632 shares; 2025Q3: 5,632 shares; 2025Q4: 5,632 shares 5,632 $211K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,242 shares; 2025Q3: 8,242 shares; 2025Q4: 8,242 shares 8,242 $210K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,841 shares; 2024Q4: 341 shares; 2025Q1: 2,612 shares; 2025Q2: 2,612 shares; 2025Q3: 4,504 shares; 2025Q4: 4,504 shares 4,504 $209K 0.02% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,026 shares; 2025Q2: 3,021 shares; 2025Q3: 2,986 shares; 2025Q4: 2,956 shares 2,956 $208K 0.02% -30 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,266 shares; 2024Q4: 8,617 shares; 2025Q1: 8,792 shares; 2025Q2: 8,263 shares; 2025Q3: 7,451 shares; 2025Q4: 7,279 shares 7,279 $208K 0.02% -172 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,364 shares; 2024Q4: 5,219 shares; 2025Q1: 5,224 shares; 2025Q2: 5,276 shares; 2025Q3: 5,291 shares; 2025Q4: 5,336 shares 5,336 $208K 0.02% +45 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,262 shares; 2024Q4: 10,283 shares; 2025Q1: 10,294 shares; 2025Q2: 10,814 shares; 2025Q3: 10,837 shares; 2025Q4: 10,870 shares 10,870 $207K 0.02% +33 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,273 shares; 2024Q4: 12,188 shares; 2025Q1: 12,191 shares; 2025Q2: 12,244 shares; 2025Q3: 12,273 shares; 2025Q4: 11,902 shares 11,902 $207K 0.02% -371 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: 359 shares; 2025Q1: 561 shares; 2025Q2: 532 shares; 2025Q3: 532 shares; 2025Q4: 532 shares 532 $206K 0.02% 0 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,434 shares; 2024Q4: 1,433 shares; 2025Q1: 2,702 shares; 2025Q2: 2,730 shares; 2025Q3: 2,532 shares; 2025Q4: 2,454 shares 2,454 $206K 0.02% -78 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,576 shares; 2025Q1: 11,910 shares; 2025Q2: 6,208 shares; 2025Q3: 7,730 shares; 2025Q4: 7,730 shares 7,730 $205K 0.02% 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 8,504 shares 8,504 $205K 0.02% +5,649 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,614 shares; 2024Q4: not reported; 2025Q1: 4,395 shares; 2025Q2: 3,662 shares; 2025Q3: 3,535 shares; 2025Q4: 3,545 shares 3,545 $204K 0.02% +10 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: 1,712 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,235 shares; 2025Q4: 4,235 shares 4,235 $203K 0.02% 0 Timeline LQDA LIQUIDIA CORPORATION More: the full row for LIQUIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,885 shares 5,885 $203K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 8,386 shares; 2025Q1: 8,454 shares; 2025Q2: 8,212 shares; 2025Q3: 7,970 shares; 2025Q4: 9,115 shares 9,115 $199K 0.02% +1,145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,206 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares 3,206 $196K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,683 shares; 2024Q4: 2,632 shares; 2025Q1: 2,649 shares; 2025Q2: 2,557 shares; 2025Q3: 2,477 shares; 2025Q4: 2,382 shares 2,382 $192K 0.02% -95 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares; 2025Q1: 1,369 shares; 2025Q2: 1,387 shares; 2025Q3: 1,388 shares; 2025Q4: 1,384 shares 1,384 $191K 0.02% -4 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,552 shares; 2024Q4: 7,515 shares; 2025Q1: 10,603 shares; 2025Q2: 7,661 shares; 2025Q3: 6,095 shares; 2025Q4: 6,144 shares 6,144 $190K 0.02% +49 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,229 shares; 2024Q4: 1,916 shares; 2025Q1: 1,907 shares; 2025Q2: 2,006 shares; 2025Q3: 1,987 shares; 2025Q4: 1,687 shares 1,687 $185K 0.02% -300 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,750 shares; 2025Q1: 1,750 shares; 2025Q2: 1,750 shares; 2025Q3: 1,750 shares; 2025Q4: 1,750 shares 1,750 $179K 0.02% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,799 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 3,617 shares 3,617 $179K 0.02% +1,317 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,141 shares; 2024Q4: 4,017 shares; 2025Q1: 3,961 shares; 2025Q2: 3,951 shares; 2025Q3: 3,951 shares; 2025Q4: 3,738 shares 3,738 $175K 0.02% -213 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,912 shares; 2025Q1: 3,912 shares; 2025Q2: 3,912 shares; 2025Q3: 3,912 shares; 2025Q4: 3,912 shares 3,912 $172K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 822 shares; 2025Q1: 894 shares; 2025Q2: 1,179 shares; 2025Q3: 1,179 shares; 2025Q4: 1,197 shares 1,197 $169K 0.02% +18 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,850 shares; 2024Q4: 350 shares; 2025Q1: 3,850 shares; 2025Q2: 3,850 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares 3,850 $167K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532 shares; 2024Q4: 532 shares; 2025Q1: 531 shares; 2025Q2: 502 shares; 2025Q3: 502 shares; 2025Q4: 502 shares 502 $162K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 4,100 shares; 2025Q4: 4,100 shares 4,100 $162K 0.02% 0 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 27 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,195 shares 4,195 $157K 0.02% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,597 shares; 2025Q1: 7,597 shares; 2025Q2: 7,012 shares; 2025Q3: 7,287 shares; 2025Q4: 7,102 shares 7,102 $153K 0.02% -185 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,699 shares; 2024Q4: 6,699 shares; 2025Q1: 7,387 shares; 2025Q2: 3,630 shares; 2025Q3: 4,355 shares; 2025Q4: 4,290 shares 4,290 $153K 0.02% -65 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,940 shares; 2024Q4: 3,769 shares; 2025Q1: 3,778 shares; 2025Q2: 3,790 shares; 2025Q3: 3,801 shares; 2025Q4: 3,809 shares 3,809 $145K 0.02% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,901 shares; 2025Q3: 10,695 shares; 2025Q4: 9,368 shares 9,368 $143K 0.02% -1,327 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares 1,700 $140K 0.02% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 785 shares; 2024Q4: 785 shares; 2025Q1: 772 shares; 2025Q2: 772 shares; 2025Q3: 772 shares; 2025Q4: 772 shares 772 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,980 shares; 2024Q4: 2,980 shares; 2025Q1: 2,980 shares; 2025Q2: 2,980 shares; 2025Q3: 3,100 shares; 2025Q4: 3,085 shares 3,085 $136K 0.02% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,934 shares; 2024Q4: 1,835 shares; 2025Q1: 1,835 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,839 shares 1,839 $131K 0.01% +3 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,702 shares; 2024Q4: 602 shares; 2025Q1: 3,304 shares; 2025Q2: 2,702 shares; 2025Q3: 2,619 shares; 2025Q4: 2,648 shares 2,648 $130K 0.01% +29 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,059 shares; 2024Q4: 3,901 shares; 2025Q1: 3,912 shares; 2025Q2: 3,930 shares; 2025Q3: 3,948 shares; 2025Q4: 3,964 shares 3,964 $130K 0.01% +16 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101 shares; 2024Q4: 3,932 shares; 2025Q1: 3,279 shares; 2025Q2: 3,901 shares; 2025Q3: 3,744 shares; 2025Q4: 2,599 shares 2,599 $127K 0.01% -1,145 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,308 shares; 2024Q4: 5,308 shares; 2025Q1: 5,602 shares; 2025Q2: 3,003 shares; 2025Q3: 2,890 shares; 2025Q4: 3,154 shares 3,154 $124K 0.01% +264 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $117K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,990 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares; 2025Q3: 1,990 shares; 2025Q4: 1,990 shares 1,990 $115K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,219 shares; 2024Q4: not reported; 2025Q1: 18,255 shares; 2025Q2: 18,255 shares; 2025Q3: 18,031 shares; 2025Q4: 19,538 shares 19,538 $115K 0.01% +1,507 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,058 shares; 2024Q4: 4,978 shares; 2025Q1: 4,978 shares; 2025Q2: 4,963 shares; 2025Q3: 4,963 shares; 2025Q4: 4,696 shares 4,696 $114K 0.01% -267 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $111K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares 3,400 $111K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares 3,800 $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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 655 shares; 2024Q4: 655 shares; 2025Q1: 655 shares; 2025Q2: 655 shares; 2025Q3: 656 shares; 2025Q4: 656 shares 656 $110K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,117 shares; 2024Q4: 1,317 shares; 2025Q1: 3,117 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 2,817 shares 2,817 $110K 0.01% -300 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 791 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 810 shares; 2025Q4: 1,170 shares 1,170 $110K 0.01% +360 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,250 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,250 shares; 2025Q4: 3,250 shares 3,250 $109K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,649 shares; 2024Q4: 4,651 shares; 2025Q1: 4,600 shares; 2025Q2: 4,621 shares; 2025Q3: 4,622 shares; 2025Q4: 4,662 shares 4,662 $109K 0.01% +40 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,449 shares; 2024Q4: 2,369 shares; 2025Q1: 2,369 shares; 2025Q2: 2,359 shares; 2025Q3: 2,359 shares; 2025Q4: 2,248 shares 2,248 $108K 0.01% -111 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126 shares; 2024Q4: 126 shares; 2025Q1: 1,617 shares; 2025Q2: 1,621 shares; 2025Q3: 1,621 shares; 2025Q4: 1,339 shares 1,339 $104K 0.01% -282 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,250 shares; 2025Q4: 3,828 shares 3,828 $104K 0.01% -422 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,347 shares; 2024Q4: 14,347 shares; 2025Q1: 26,424 shares; 2025Q2: 16,082 shares; 2025Q3: 16,362 shares; 2025Q4: 16,362 shares 16,362 $103K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,300 shares; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $102K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,294 shares; 2025Q2: 2,110 shares; 2025Q3: 2,017 shares; 2025Q4: 1,926 shares 1,926 $102K 0.01% -91 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares 4,000 $102K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,626 shares; 2024Q4: 21,893 shares; 2025Q1: 5,279 shares; 2025Q2: 2,238 shares; 2025Q3: 2,050 shares; 2025Q4: 1,909 shares 1,909 $100K 0.01% -141 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,161 shares; 2024Q4: 2,162 shares; 2025Q1: 2,164 shares; 2025Q2: 2,154 shares; 2025Q3: 1,582 shares; 2025Q4: 1,555 shares 1,555 $97.9K 0.01% -27 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,336 shares; 2025Q3: 1,336 shares; 2025Q4: 1,336 shares 1,336 $97K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 993 shares; 2025Q3: 993 shares; 2025Q4: 993 shares 993 $96.2K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,103 shares; 2024Q4: 1,868 shares; 2025Q1: 1,674 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 774 shares 774 $94.4K 0.01% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 896 shares; 2025Q1: 890 shares; 2025Q2: 890 shares; 2025Q3: 890 shares; 2025Q4: 890 shares 890 $93.5K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,263 shares; 2025Q1: 3,299 shares; 2025Q2: 3,344 shares; 2025Q3: 3,383 shares; 2025Q4: 3,395 shares 3,395 $93.1K 0.01% +12 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,198 shares; 2024Q4: 1,198 shares; 2025Q1: 1,130 shares; 2025Q2: 1,130 shares; 2025Q3: 1,097 shares; 2025Q4: 1,097 shares 1,097 $93.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,083 shares; 2025Q1: 5,092 shares; 2025Q2: 5,087 shares; 2025Q3: 5,112 shares; 2025Q4: 5,153 shares 5,153 $91K 0.01% +41 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,154 shares; 2024Q4: 1,167 shares; 2025Q1: 1,197 shares; 2025Q2: 1,229 shares; 2025Q3: 1,239 shares; 2025Q4: 1,145 shares 1,145 $90.2K 0.01% -94 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,677 shares 1,677 $89.7K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,874 shares; 2024Q4: 2,437 shares; 2025Q1: 2,488 shares; 2025Q2: 2,488 shares; 2025Q3: 2,488 shares; 2025Q4: 2,437 shares 2,437 $88.6K 0.01% -51 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,316 shares; 2024Q4: 1,316 shares; 2025Q1: 1,117 shares; 2025Q2: 1,089 shares; 2025Q3: 1,089 shares; 2025Q4: 1,089 shares 1,089 $88.2K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 596 shares; 2024Q4: 597 shares; 2025Q1: 1,038 shares; 2025Q2: 988 shares; 2025Q3: 1,029 shares; 2025Q4: 1,002 shares 1,002 $86K 0.01% -27 Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,300 shares 1,300 $84.5K 0.01% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,863 shares; 2024Q4: 1,766 shares; 2025Q1: 1,785 shares; 2025Q2: 1,651 shares; 2025Q3: 1,642 shares; 2025Q4: 1,622 shares 1,622 $81.8K 0.01% -20 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $81.5K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: not reported; 2025Q2: 702 shares; 2025Q3: 702 shares; 2025Q4: 1,404 shares 1,404 $79.8K 0.01% +702 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 653 shares; 2024Q4: 653 shares; 2025Q1: 653 shares; 2025Q2: 653 shares; 2025Q3: 653 shares; 2025Q4: 653 shares 653 $79.5K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: not reported; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares 1,600 $77.9K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 307 shares; 2024Q4: 307 shares; 2025Q1: 307 shares; 2025Q2: 455 shares; 2025Q3: 3,885 shares; 2025Q4: 6,781 shares 6,781 $76.2K 0.01% +2,896 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,361 shares; 2024Q4: 1,697 shares; 2025Q1: 1,710 shares; 2025Q2: 1,730 shares; 2025Q3: 1,750 shares; 2025Q4: 1,776 shares 1,776 $75.6K 0.01% +26 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,577 shares; 2024Q4: 577 shares; 2025Q1: 1,567 shares; 2025Q2: 1,567 shares; 2025Q3: 1,553 shares; 2025Q4: 1,553 shares 1,553 $73.8K 0.01% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 45 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 201 shares 201 $72.4K 0.01% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,225 shares; 2024Q4: 1,230 shares; 2025Q1: 1,234 shares; 2025Q2: 1,239 shares; 2025Q3: 1,243 shares; 2025Q4: 1,247 shares 1,247 $72.2K 0.01% +4 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares; 2025Q3: 1,800 shares; 2025Q4: 1,800 shares 1,800 $71.9K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,618 shares; 2024Q4: 2,092 shares; 2025Q1: 2,092 shares; 2025Q2: 2,092 shares; 2025Q3: 2,092 shares; 2025Q4: 2,092 shares 2,092 $70.1K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 1,340 shares; 2025Q1: 1,881 shares; 2025Q2: 2,198 shares; 2025Q3: 2,207 shares; 2025Q4: 2,545 shares 2,545 $69.3K 0.01% +338 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,727 shares; 2024Q4: 3,729 shares; 2025Q1: 3,550 shares; 2025Q2: 3,491 shares; 2025Q3: 3,492 shares; 2025Q4: 3,297 shares 3,297 $69.2K 0.01% -195 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 1,304 shares; 2025Q1: 1,304 shares; 2025Q2: 1,304 shares; 2025Q3: 1,394 shares; 2025Q4: 1,394 shares 1,394 $68.5K 0.01% 0 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 663 shares 663 $66.8K 0.01% new Timeline DEW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836 shares; 2024Q4: 836 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 1,063 shares; 2025Q4: 1,063 shares 1,063 $65.5K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares 800 $61.6K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 790 shares; 2024Q4: 790 shares; 2025Q1: 790 shares; 2025Q2: 790 shares; 2025Q3: 790 shares; 2025Q4: 790 shares 790 $59.1K 0.01% 0 Timeline FDIS FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 550 shares 550 $56.2K 0.01% new Timeline KNO INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,012 shares 1,012 $51.9K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,027 shares; 2025Q1: 1,782 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 1,303 shares 1,303 $50.9K 0.01% +415 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 600 shares; 2024Q4: 600 shares; 2025Q1: 600 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $50.3K 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 663 shares; 2025Q1: 1,605 shares; 2025Q2: 1,554 shares; 2025Q3: 1,554 shares; 2025Q4: 949 shares 949 $49.9K 0.01% -605 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 518 shares; 2025Q1: 1,734 shares; 2025Q2: 1,734 shares; 2025Q3: 792 shares; 2025Q4: 792 shares 792 $49.2K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,104 shares; 2024Q4: 1,045 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,035 shares; 2025Q4: 1,035 shares 1,035 $48.8K 0.01% 0 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares 1,000 $48.1K 0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 388 shares; 2024Q4: 388 shares; 2025Q1: 388 shares; 2025Q2: 388 shares; 2025Q3: 388 shares; 2025Q4: 388 shares 388 $47.8K 0.01% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,105 shares; 2025Q1: 1,105 shares; 2025Q2: 1,105 shares; 2025Q3: 1,105 shares; 2025Q4: 1,105 shares 1,105 $47K 0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,267 shares; 2024Q4: 1,171 shares; 2025Q1: 1,173 shares; 2025Q2: 1,192 shares; 2025Q3: 1,198 shares; 2025Q4: 1,206 shares 1,206 $45.8K 0.01% +8 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 398 shares; 2025Q2: 398 shares; 2025Q3: 398 shares; 2025Q4: 398 shares 398 $45.3K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 503 shares 503 $45.3K <0.01% new Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 2,455 shares; 2025Q3: 2,274 shares; 2025Q4: 1,414 shares 1,414 $44.9K <0.01% -860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 13,000 shares 13,000 $43.4K <0.01% +3,000 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 397 shares; 2025Q1: 360 shares; 2025Q2: 360 shares; 2025Q3: 360 shares; 2025Q4: 360 shares 360 $43K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,000 shares; 2025Q2: 18,000 shares; 2025Q3: 12,500 shares; 2025Q4: 16,000 shares 16,000 $42.6K <0.01% +3,500 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares 712 $42.4K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares 750 $41.8K <0.01% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 333 shares; 2025Q3: 333 shares; 2025Q4: 912 shares 912 $39K <0.01% +579 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 724 shares; 2024Q4: 724 shares; 2025Q1: 724 shares; 2025Q2: 724 shares; 2025Q3: 724 shares; 2025Q4: 724 shares 724 $38.4K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 54 shares; 2025Q2: 1,033 shares; 2025Q3: 506 shares; 2025Q4: 420 shares 420 $38.4K <0.01% -86 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 678 shares; 2025Q1: 876 shares; 2025Q2: 459 shares; 2025Q3: 461 shares; 2025Q4: 847 shares 847 $37.9K <0.01% +386 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 781 shares 781 $37.4K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,617 shares; 2024Q4: 1,611 shares; 2025Q1: 498 shares; 2025Q2: 506 shares; 2025Q3: 506 shares; 2025Q4: 501 shares 501 $37.1K <0.01% -5 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 913 shares; 2024Q4: 918 shares; 2025Q1: 920 shares; 2025Q2: 923 shares; 2025Q3: 926 shares; 2025Q4: 779 shares 779 $36.5K <0.01% -147 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,072 shares; 2025Q1: 1,075 shares; 2025Q2: 1,087 shares; 2025Q3: 1,092 shares; 2025Q4: 1,096 shares 1,096 $34.7K <0.01% +4 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306 shares; 2024Q4: 306 shares; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 306 shares; 2025Q4: 306 shares 306 $33.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231 shares; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 291 shares; 2025Q4: 331 shares 331 $32.4K <0.01% +40 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,255 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares 1,183 $32.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 712 shares; 2024Q4: 432 shares; 2025Q1: 432 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares 432 $32.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 330 shares; 2025Q3: 330 shares; 2025Q4: 330 shares 330 $32.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 638 shares; 2024Q4: 638 shares; 2025Q1: 638 shares; 2025Q2: 747 shares; 2025Q3: 756 shares; 2025Q4: 744 shares 744 $31.9K <0.01% -12 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 457 shares; 2025Q3: 457 shares; 2025Q4: 482 shares 482 $31.6K <0.01% +25 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares 700 $31.2K <0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 717 shares; 2025Q1: 717 shares; 2025Q2: 717 shares; 2025Q3: 717 shares; 2025Q4: 717 shares 717 $31K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 506 shares 506 $28.8K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 383 shares; 2024Q4: 383 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares 383 $27.7K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 101 shares; 2025Q2: 107 shares; 2025Q3: 107 shares; 2025Q4: 212 shares 212 $25.3K <0.01% +105 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares 317 $24.6K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 555 shares; 2024Q4: 555 shares; 2025Q1: 1,110 shares; 2025Q2: 555 shares; 2025Q3: 555 shares; 2025Q4: 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: not reported; 2025Q1: 478 shares; 2025Q2: 478 shares; 2025Q3: 478 shares; 2025Q4: 478 shares 478 $24.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 450 shares; 2024Q4: 225 shares; 2025Q1: 225 shares; 2025Q2: 225 shares; 2025Q3: 225 shares; 2025Q4: 225 shares 225 $23.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 500 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares 600 $23K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares 1,000 $22.2K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares 1,240 $21.9K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 842 shares; 2025Q3: 842 shares; 2025Q4: 512 shares 512 $21.4K <0.01% -330 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,876 shares; 2024Q4: 3,568 shares; 2025Q1: 772 shares; 2025Q2: 636 shares; 2025Q3: 614 shares; 2025Q4: 511 shares 511 $21.4K <0.01% -103 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares 349 $21.1K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,113 shares; 2024Q4: 5,793 shares; 2025Q1: 41,989 shares; 2025Q2: 4,822 shares; 2025Q3: 825 shares; 2025Q4: 510 shares 510 $21.1K <0.01% -315 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 533 shares; 2025Q1: 98 shares; 2025Q2: 98 shares; 2025Q3: 98 shares; 2025Q4: 98 shares 98 $20.5K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 686 shares; 2025Q3: 686 shares; 2025Q4: 686 shares 686 $20.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 377 shares; 2024Q4: 3,233 shares; 2025Q1: 2,633 shares; 2025Q2: 754 shares; 2025Q3: 754 shares; 2025Q4: 754 shares 754 $20K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares 300 $19.3K <0.01% new Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 345 shares; 2025Q1: 200 shares; 2025Q2: 320 shares; 2025Q3: 268 shares; 2025Q4: 633 shares 633 $19.1K <0.01% +365 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 814 shares; 2024Q4: 799 shares; 2025Q1: 799 shares; 2025Q2: 799 shares; 2025Q3: 799 shares; 2025Q4: 754 shares 754 $19K <0.01% -45 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares 200 $18.5K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 510 shares; 2025Q4: 510 shares 510 $18.5K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 700 shares; 2024Q4: 700 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares 625 $18.4K <0.01% 0 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143 shares 143 $17.8K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 474 shares; 2025Q3: 474 shares; 2025Q4: 474 shares 474 $17.3K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,704 shares; 2025Q1: 534 shares; 2025Q2: 416 shares; 2025Q3: 289 shares; 2025Q4: 296 shares 296 $17K <0.01% +7 Timeline FMAT FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 320 shares; 2024Q4: 320 shares; 2025Q1: 320 shares; 2025Q2: 320 shares; 2025Q3: 320 shares; 2025Q4: 320 shares 320 $17K <0.01% 0 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,480 shares; 2024Q4: 2,773 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 434 shares 434 $16.8K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 440 shares; 2025Q1: 440 shares; 2025Q2: 440 shares; 2025Q3: 440 shares; 2025Q4: 440 shares 440 $16.6K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 319 shares; 2025Q1: 319 shares; 2025Q2: 346 shares; 2025Q3: 328 shares; 2025Q4: 313 shares 313 $16.5K <0.01% -15 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: 390 shares; 2025Q1: 390 shares; 2025Q2: 390 shares; 2025Q3: 390 shares; 2025Q4: 390 shares 390 $16.1K <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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 397 shares; 2024Q4: 397 shares; 2025Q1: 49 shares; 2025Q2: 316 shares; 2025Q3: 316 shares; 2025Q4: 267 shares 267 $15.3K <0.01% -49 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161 shares 161 $14.9K <0.01% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 212 shares; 2025Q3: 215 shares; 2025Q4: 223 shares 223 $14.5K <0.01% +8 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 389 shares 389 $13.7K <0.01% +136 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 339 shares; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares 228 $13.6K <0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 185 shares 185 $13.2K <0.01% new Timeline