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: 378,435 shares; 2024Q4: 380,009 shares; 2025Q1: 452,042 shares; 2025Q2: 401,775 shares; 2025Q3: 400,440 shares; 2025Q4: 403,209 shares 403,209 $276M 16.79% +2,769 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,166,040 shares; 2024Q4: 1,190,784 shares; 2025Q1: 857,426 shares; 2025Q2: 1,245,522 shares; 2025Q3: 1,259,640 shares; 2025Q4: 1,416,321 shares 1,416,321 $156M 9.48% +156,681 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: 625,561 shares; 2024Q4: 630,290 shares; 2025Q1: 662,686 shares; 2025Q2: 587,756 shares; 2025Q3: 596,401 shares; 2025Q4: 701,443 shares 701,443 $70.1M 4.26% +105,042 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: 721,486 shares; 2024Q4: 744,870 shares; 2025Q1: 804,445 shares; 2025Q2: 710,612 shares; 2025Q3: 705,910 shares; 2025Q4: 741,702 shares 741,702 $61.2M 3.72% +35,792 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: 306,483 shares; 2024Q4: 303,568 shares; 2025Q1: 317,419 shares; 2025Q2: 317,943 shares; 2025Q3: 310,287 shares; 2025Q4: 329,560 shares 329,560 $40.1M 2.44% +19,273 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,817 shares; 2024Q4: 452,736 shares; 2025Q1: 456,696 shares; 2025Q2: 456,020 shares; 2025Q3: 454,222 shares; 2025Q4: 438,514 shares 438,514 $40.1M 2.44% -15,708 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,045 shares; 2024Q4: 54,045 shares; 2025Q1: not reported; 2025Q2: 608,097 shares; 2025Q3: 702,767 shares; 2025Q4: 736,401 shares 736,401 $39.7M 2.41% +33,634 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: 462,193 shares; 2024Q4: 469,636 shares; 2025Q1: 530,211 shares; 2025Q2: 411,098 shares; 2025Q3: 409,509 shares; 2025Q4: 413,637 shares 413,637 $33.2M 2.02% +4,128 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: 67,833 shares; 2024Q4: 70,284 shares; 2025Q1: 69,088 shares; 2025Q2: 106,326 shares; 2025Q3: 108,218 shares; 2025Q4: 108,537 shares 108,537 $31.5M 1.92% +319 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: 55,845 shares; 2024Q4: 56,885 shares; 2025Q1: 56,365 shares; 2025Q2: 55,766 shares; 2025Q3: 53,943 shares; 2025Q4: 50,819 shares 50,819 $31.2M 1.9% -3,124 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: 74,895 shares; 2024Q4: 74,230 shares; 2025Q1: 72,585 shares; 2025Q2: 155,835 shares; 2025Q3: 157,785 shares; 2025Q4: 156,581 shares 156,581 $29.9M 1.82% -1,204 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 439,296 shares; 2024Q4: 551,555 shares; 2025Q1: 589,752 shares; 2025Q2: 528,176 shares; 2025Q3: 566,761 shares; 2025Q4: 643,872 shares 643,872 $29.6M 1.8% +77,111 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: 621,703 shares; 2024Q4: 593,405 shares; 2025Q1: 561,451 shares; 2025Q2: 581,563 shares; 2025Q3: 465,845 shares; 2025Q4: 584,195 shares 584,195 $29.5M 1.79% +118,350 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: 289,384 shares; 2024Q4: 292,620 shares; 2025Q1: 365,071 shares; 2025Q2: 342,999 shares; 2025Q3: 347,253 shares; 2025Q4: 359,539 shares 359,539 $23.7M 1.44% +12,286 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: 26,433 shares; 2024Q4: 31,234 shares; 2025Q1: not reported; 2025Q2: 644,512 shares; 2025Q3: 731,634 shares; 2025Q4: 757,882 shares 757,882 $22.9M 1.39% +26,248 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: 312,875 shares; 2024Q4: 336,950 shares; 2025Q1: 350,735 shares; 2025Q2: 368,204 shares; 2025Q3: 370,902 shares; 2025Q4: 353,659 shares 353,659 $22.1M 1.34% -17,243 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: 10,294 shares; 2024Q4: 35,977 shares; 2025Q1: 40,495 shares; 2025Q2: 51,988 shares; 2025Q3: 271,126 shares; 2025Q4: 779,599 shares 779,599 $21.2M 1.29% +508,473 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: 124,601 shares; 2024Q4: 122,524 shares; 2025Q1: 124,946 shares; 2025Q2: 124,896 shares; 2025Q3: 124,305 shares; 2025Q4: 123,190 shares 123,190 $18.3M 1.11% -1,115 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: 244,814 shares; 2024Q4: 244,514 shares; 2025Q1: 269,235 shares; 2025Q2: 265,793 shares; 2025Q3: 268,624 shares; 2025Q4: 272,396 shares 272,396 $18.3M 1.11% +3,772 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: 119,155 shares; 2024Q4: 120,727 shares; 2025Q1: 154,060 shares; 2025Q2: 149,159 shares; 2025Q3: 150,846 shares; 2025Q4: 152,288 shares 152,288 $18.3M 1.11% +1,442 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: 397,441 shares; 2024Q4: 1,246,583 shares; 2025Q1: 1,331,808 shares; 2025Q2: 1,317,410 shares; 2025Q3: 1,149,654 shares; 2025Q4: 653,686 shares 653,686 $17.9M 1.09% -495,968 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 10,335 shares; 2025Q1: 9,176 shares; 2025Q2: 66,690 shares; 2025Q3: 68,321 shares; 2025Q4: 69,135 shares 69,135 $17.8M 1.08% +814 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: 402,814 shares; 2024Q4: 420,498 shares; 2025Q1: 410,338 shares; 2025Q2: 387,655 shares; 2025Q3: 387,725 shares; 2025Q4: 379,703 shares 379,703 $17.4M 1.06% -8,022 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: 168,028 shares; 2024Q4: 179,965 shares; 2025Q1: 185,771 shares; 2025Q2: 184,372 shares; 2025Q3: 203,118 shares; 2025Q4: 215,866 shares 215,866 $17.2M 1.05% +12,748 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: 137,975 shares; 2024Q4: 149,857 shares; 2025Q1: 164,093 shares; 2025Q2: 160,427 shares; 2025Q3: 165,078 shares; 2025Q4: 188,743 shares 188,743 $15.6M 0.95% +23,665 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: 2,037 shares; 2024Q4: 2,041 shares; 2025Q1: not reported; 2025Q2: 41,688 shares; 2025Q3: 38,219 shares; 2025Q4: 37,649 shares 37,649 $15.5M 0.94% -570 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: 312,358 shares; 2024Q4: 325,892 shares; 2025Q1: 313,519 shares; 2025Q2: 312,448 shares; 2025Q3: 312,934 shares; 2025Q4: 317,074 shares 317,074 $14.9M 0.9% +4,140 Timeline XMHQ 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: 117,951 shares; 2024Q4: 117,290 shares; 2025Q1: 125,085 shares; 2025Q2: 129,331 shares; 2025Q3: 137,114 shares; 2025Q4: 142,002 shares 142,002 $14.5M 0.88% +4,888 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: 18,654 shares; 2024Q4: 19,058 shares; 2025Q1: 20,525 shares; 2025Q2: 21,780 shares; 2025Q3: 22,469 shares; 2025Q4: 21,372 shares 21,372 $13.4M 0.81% -1,097 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,622 shares; 2024Q4: 39,179 shares; 2025Q1: 19,574 shares; 2025Q2: 235,594 shares; 2025Q3: 267,362 shares; 2025Q4: 276,316 shares 276,316 $13.4M 0.81% +8,954 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: 145,103 shares; 2024Q4: 152,006 shares; 2025Q1: 154,588 shares; 2025Q2: 230,045 shares; 2025Q3: 235,524 shares; 2025Q4: 243,479 shares 243,479 $13.1M 0.8% +7,955 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 209,350 shares; 2024Q4: 219,810 shares; 2025Q1: 232,638 shares; 2025Q2: 247,738 shares; 2025Q3: 264,379 shares; 2025Q4: 271,620 shares 271,620 $12.3M 0.75% +7,241 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 676,325 shares; 2024Q4: 727,448 shares; 2025Q1: 781,917 shares; 2025Q2: 786,367 shares; 2025Q3: 742,218 shares; 2025Q4: 656,384 shares 656,384 $12M 0.73% -85,834 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: 137,016 shares; 2024Q4: 148,803 shares; 2025Q1: 157,371 shares; 2025Q2: 160,921 shares; 2025Q3: 170,169 shares; 2025Q4: 188,437 shares 188,437 $10.8M 0.66% +18,268 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: 10,192 shares; 2024Q4: 10,223 shares; 2025Q1: not reported; 2025Q2: 167,172 shares; 2025Q3: 164,343 shares; 2025Q4: 165,486 shares 165,486 $10.7M 0.65% +1,143 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: 23,069 shares; 2024Q4: 22,601 shares; 2025Q1: 20,682 shares; 2025Q2: 20,546 shares; 2025Q3: 20,005 shares; 2025Q4: 19,980 shares 19,980 $9.75M 0.59% -25 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: 42,709 shares; 2024Q4: 42,185 shares; 2025Q1: not reported; 2025Q2: 404,387 shares; 2025Q3: 441,831 shares; 2025Q4: 456,176 shares 456,176 $9.58M 0.58% +14,345 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: 40,008 shares; 2024Q4: 71,880 shares; 2025Q1: 71,886 shares; 2025Q2: 72,199 shares; 2025Q3: 33,419 shares; 2025Q4: 33,389 shares 33,389 $9.08M 0.55% -30 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: 25,662 shares; 2024Q4: 23,281 shares; 2025Q1: 17,452 shares; 2025Q2: 66,655 shares; 2025Q3: 65,496 shares; 2025Q4: 62,578 shares 62,578 $8.71M 0.53% -2,918 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,830 shares; 2024Q4: 50,830 shares; 2025Q1: 50,830 shares; 2025Q2: 36,432 shares; 2025Q3: 35,130 shares; 2025Q4: 35,130 shares 35,130 $8.53M 0.52% 0 Timeline IHDG 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: 13,693 shares; 2024Q4: 13,693 shares; 2025Q1: not reported; 2025Q2: 169,033 shares; 2025Q3: 173,973 shares; 2025Q4: 174,682 shares 174,682 $8.5M 0.52% +709 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: 22,589 shares; 2024Q4: 24,790 shares; 2025Q1: 26,975 shares; 2025Q2: 47,950 shares; 2025Q3: 41,445 shares; 2025Q4: 41,574 shares 41,574 $7.75M 0.47% +129 Timeline SPHQ 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: 98,575 shares; 2024Q4: 97,928 shares; 2025Q1: 105,185 shares; 2025Q2: 102,787 shares; 2025Q3: 101,156 shares; 2025Q4: 101,071 shares 101,071 $7.59M 0.46% -85 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,683 shares; 2024Q4: 284,794 shares; 2025Q1: 293,035 shares; 2025Q2: 290,508 shares; 2025Q3: 278,883 shares; 2025Q4: 231,418 shares 231,418 $7.29M 0.44% -47,465 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,384 shares; 2024Q4: 3,447 shares; 2025Q1: not reported; 2025Q2: 82,095 shares; 2025Q3: 84,303 shares; 2025Q4: 87,483 shares 87,483 $6.78M 0.41% +3,180 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: 42,048 shares; 2024Q4: 160,197 shares; 2025Q1: 158,122 shares; 2025Q2: 141,649 shares; 2025Q3: 197,422 shares; 2025Q4: 194,063 shares 194,063 $6.33M 0.38% -3,359 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,436 shares; 2024Q4: 8,412 shares; 2025Q1: 8,476 shares; 2025Q2: 8,440 shares; 2025Q3: 8,450 shares; 2025Q4: 8,390 shares 8,390 $6.32M 0.38% -60 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: 89,902 shares; 2024Q4: 89,902 shares; 2025Q1: 89,930 shares; 2025Q2: 89,947 shares; 2025Q3: 63,025 shares; 2025Q4: 64,532 shares 64,532 $6.15M 0.37% +1,507 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: 113,796 shares; 2024Q4: 315,159 shares; 2025Q1: 301,868 shares; 2025Q2: 297,807 shares; 2025Q3: 266,822 shares; 2025Q4: 224,315 shares 224,315 $6.04M 0.37% -42,507 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,380 shares; 2024Q4: 87,965 shares; 2025Q1: 76,815 shares; 2025Q2: 79,947 shares; 2025Q3: 79,420 shares; 2025Q4: 81,621 shares 81,621 $6M 0.37% +2,201 Timeline PFM 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: 112,122 shares; 2024Q4: 111,322 shares; 2025Q1: 115,308 shares; 2025Q2: 114,808 shares; 2025Q3: 114,717 shares; 2025Q4: 114,826 shares 114,826 $5.91M 0.36% +109 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: 12,296 shares; 2024Q4: 12,567 shares; 2025Q1: 12,903 shares; 2025Q2: 12,911 shares; 2025Q3: 11,967 shares; 2025Q4: 11,940 shares 11,940 $5.77M 0.35% -27 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: 6,533 shares; 2024Q4: 6,953 shares; 2025Q1: 6,646 shares; 2025Q2: 6,446 shares; 2025Q3: 9,879 shares; 2025Q4: 19,000 shares 19,000 $5.74M 0.35% +9,121 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,107 shares; 2024Q4: 107,048 shares; 2025Q1: 109,893 shares; 2025Q2: 102,823 shares; 2025Q3: 104,232 shares; 2025Q4: 105,824 shares 105,824 $5.48M 0.33% +1,592 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,326 shares; 2024Q4: 26,489 shares; 2025Q1: 26,413 shares; 2025Q2: 26,601 shares; 2025Q3: 26,158 shares; 2025Q4: 25,753 shares 25,753 $5.44M 0.33% -405 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,135 shares; 2024Q4: 46,439 shares; 2025Q1: 46,975 shares; 2025Q2: 47,525 shares; 2025Q3: 50,643 shares; 2025Q4: 52,972 shares 52,972 $5.39M 0.33% +2,329 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: 6,111 shares; 2024Q4: 6,006 shares; 2025Q1: 12,200 shares; 2025Q2: 37,257 shares; 2025Q3: 50,483 shares; 2025Q4: 48,919 shares 48,919 $5.38M 0.33% -1,564 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: 13,813 shares; 2024Q4: 17,265 shares; 2025Q1: 16,904 shares; 2025Q2: 35,229 shares; 2025Q3: 39,705 shares; 2025Q4: 51,317 shares 51,317 $5.25M 0.32% +11,612 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: 22,289 shares; 2024Q4: 36,795 shares; 2025Q1: 37,243 shares; 2025Q2: 38,553 shares; 2025Q3: 21,619 shares; 2025Q4: 21,917 shares 21,917 $5.06M 0.31% +298 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: 60,220 shares; 2024Q4: 59,043 shares; 2025Q1: 61,415 shares; 2025Q2: 59,717 shares; 2025Q3: 58,076 shares; 2025Q4: 58,972 shares 58,972 $4.99M 0.3% +896 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,089 shares; 2024Q4: 185,393 shares; 2025Q1: 193,351 shares; 2025Q2: 186,088 shares; 2025Q3: 198,996 shares; 2025Q4: 206,989 shares 206,989 $4.84M 0.29% +7,993 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: 35,245 shares; 2024Q4: 31,288 shares; 2025Q1: 26,363 shares; 2025Q2: 22,525 shares; 2025Q3: 19,978 shares; 2025Q4: 31,737 shares 31,737 $4.55M 0.28% +11,759 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: 94,346 shares; 2024Q4: 198,539 shares; 2025Q1: 207,605 shares; 2025Q2: 154,119 shares; 2025Q3: 149,440 shares; 2025Q4: 146,334 shares 146,334 $4.17M 0.25% -3,106 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,730 shares; 2024Q4: 6,369 shares; 2025Q1: 6,129 shares; 2025Q2: 7,739 shares; 2025Q3: 6,677 shares; 2025Q4: 6,110 shares 6,110 $4.17M 0.25% -567 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: 3,157 shares; 2024Q4: not reported; 2025Q1: 11,658 shares; 2025Q2: 54,379 shares; 2025Q3: 62,137 shares; 2025Q4: 68,119 shares 68,119 $4.06M 0.25% +5,982 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: 4,627 shares; 2024Q4: 4,559 shares; 2025Q1: 4,581 shares; 2025Q2: 4,625 shares; 2025Q3: 3,786 shares; 2025Q4: 3,781 shares 3,781 $4.06M 0.25% -5 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: 5,657 shares; 2024Q4: 5,017 shares; 2025Q1: 5,145 shares; 2025Q2: 10,397 shares; 2025Q3: 10,482 shares; 2025Q4: 10,067 shares 10,067 $3.99M 0.24% -415 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,014 shares; 2024Q4: 11,838 shares; 2025Q1: 11,473 shares; 2025Q2: 11,343 shares; 2025Q3: 11,282 shares; 2025Q4: 11,287 shares 11,287 $3.98M 0.24% +5 Timeline RWR 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: 19,227 shares; 2025Q2: 24,816 shares; 2025Q3: 29,976 shares; 2025Q4: 38,026 shares 38,026 $3.74M 0.23% +8,050 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,943 shares; 2025Q3: 32,404 shares; 2025Q4: 31,296 shares 31,296 $3.57M 0.22% -1,108 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: 36,248 shares; 2024Q4: 42,179 shares; 2025Q1: 40,018 shares; 2025Q2: 40,649 shares; 2025Q3: 39,931 shares; 2025Q4: 42,113 shares 42,113 $3.53M 0.21% +2,182 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: 41,698 shares; 2024Q4: 45,725 shares; 2025Q1: 44,328 shares; 2025Q2: 44,724 shares; 2025Q3: 42,478 shares; 2025Q4: 45,083 shares 45,083 $3.4M 0.21% +2,605 Timeline BUI BLACKROCK UTILS INFRASTRUCTU More: the full row for BLACKROCK UTILS INFRASTRUCTU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,370 shares; 2024Q4: 108,239 shares; 2025Q1: 110,609 shares; 2025Q2: 113,503 shares; 2025Q3: 116,217 shares; 2025Q4: 122,151 shares 122,151 $3.14M 0.19% +5,934 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: 3,424 shares; 2024Q4: 3,489 shares; 2025Q1: 4,411 shares; 2025Q2: 5,777 shares; 2025Q3: 6,603 shares; 2025Q4: 6,951 shares 6,951 $3.13M 0.19% +348 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: 15,157 shares; 2024Q4: 14,263 shares; 2025Q1: 14,251 shares; 2025Q2: 13,958 shares; 2025Q3: 13,977 shares; 2025Q4: 13,959 shares 13,959 $3.07M 0.19% -18 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,069 shares; 2024Q4: 33,895 shares; 2025Q1: 38,007 shares; 2025Q2: 37,274 shares; 2025Q3: 34,064 shares; 2025Q4: 32,260 shares 32,260 $3.06M 0.19% -1,804 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: 52,362 shares; 2024Q4: 50,796 shares; 2025Q1: 53,199 shares; 2025Q2: 49,640 shares; 2025Q3: 38,955 shares; 2025Q4: 39,645 shares 39,645 $2.94M 0.18% +690 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,391 shares; 2025Q1: not reported; 2025Q2: 32,927 shares; 2025Q3: 50,340 shares; 2025Q4: 57,434 shares 57,434 $2.92M 0.18% +7,094 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: 38,207 shares; 2024Q4: 79,731 shares; 2025Q1: 83,913 shares; 2025Q2: 72,161 shares; 2025Q3: 90,205 shares; 2025Q4: 107,248 shares 107,248 $2.84M 0.17% +17,043 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: 11,535 shares; 2024Q4: 10,934 shares; 2025Q1: 10,374 shares; 2025Q2: 13,679 shares; 2025Q3: 9,227 shares; 2025Q4: 8,965 shares 8,965 $2.81M 0.17% -262 Timeline BUFB 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: 67,953 shares; 2024Q4: 71,490 shares; 2025Q1: 74,049 shares; 2025Q2: 72,765 shares; 2025Q3: 73,395 shares; 2025Q4: 75,794 shares 75,794 $2.78M 0.17% +2,399 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: 35,992 shares; 2024Q4: 106,959 shares; 2025Q1: 104,572 shares; 2025Q2: 104,411 shares; 2025Q3: 99,829 shares; 2025Q4: 99,354 shares 99,354 $2.61M 0.16% -475 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: 62,415 shares; 2024Q4: 121,170 shares; 2025Q1: 117,527 shares; 2025Q2: 116,258 shares; 2025Q3: 108,507 shares; 2025Q4: 107,741 shares 107,741 $2.59M 0.16% -766 Timeline GQRE FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,387 shares; 2025Q3: 42,989 shares; 2025Q4: 43,735 shares 43,735 $2.57M 0.16% +746 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: 5,655 shares; 2024Q4: 5,813 shares; 2025Q1: 7,129 shares; 2025Q2: 8,756 shares; 2025Q3: 8,745 shares; 2025Q4: 17,768 shares 17,768 $2.56M 0.16% +9,023 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: 8,104 shares; 2024Q4: 8,108 shares; 2025Q1: 8,171 shares; 2025Q2: 7,490 shares; 2025Q3: 7,088 shares; 2025Q4: 7,211 shares 7,211 $2.48M 0.15% +123 Timeline BST BLACKROCK SCIENCE & TECHNOLO More: the full row for BLACKROCK SCIENCE & TECHNOLO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,251 shares; 2024Q4: 57,954 shares; 2025Q1: 59,667 shares; 2025Q2: 58,527 shares; 2025Q3: 55,617 shares; 2025Q4: 60,874 shares 60,874 $2.47M 0.15% +5,257 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,166 shares; 2024Q4: 13,874 shares; 2025Q1: 10,643 shares; 2025Q2: 10,632 shares; 2025Q3: 10,607 shares; 2025Q4: 11,648 shares 11,648 $2.47M 0.15% +1,041 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,220 shares; 2025Q3: 22,098 shares; 2025Q4: 37,731 shares 37,731 $2.43M 0.15% +15,633 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: 17,107 shares; 2024Q4: 14,845 shares; 2025Q1: 13,545 shares; 2025Q2: 19,508 shares; 2025Q3: 22,832 shares; 2025Q4: 27,458 shares 27,458 $2.39M 0.15% +4,626 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,332 shares; 2024Q4: 26,107 shares; 2025Q1: 26,205 shares; 2025Q2: 26,296 shares; 2025Q3: 26,360 shares; 2025Q4: 23,717 shares 23,717 $2.37M 0.14% -2,643 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: 134,077 shares; 2024Q4: 132,097 shares; 2025Q1: 126,221 shares; 2025Q2: 152,340 shares; 2025Q3: 135,621 shares; 2025Q4: 133,087 shares 133,087 $2.35M 0.14% -2,534 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: 6,465 shares; 2024Q4: 6,148 shares; 2025Q1: 7,376 shares; 2025Q2: 10,751 shares; 2025Q3: 10,680 shares; 2025Q4: 14,767 shares 14,767 $2.29M 0.14% +4,087 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: not reported; 2024Q4: not reported; 2025Q1: 10,955 shares; 2025Q2: 14,816 shares; 2025Q3: 17,858 shares; 2025Q4: 23,572 shares 23,572 $2.27M 0.14% +5,714 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,151 shares; 2024Q4: 73,051 shares; 2025Q1: 70,436 shares; 2025Q2: 70,856 shares; 2025Q3: 83,161 shares; 2025Q4: 84,611 shares 84,611 $2.26M 0.14% +1,450 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: 12,517 shares; 2024Q4: 13,373 shares; 2025Q1: 13,422 shares; 2025Q2: 21,444 shares; 2025Q3: 20,036 shares; 2025Q4: 19,499 shares 19,499 $2.17M 0.13% -537 Timeline XLG 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: 39,404 shares; 2024Q4: 38,747 shares; 2025Q1: 37,875 shares; 2025Q2: 37,552 shares; 2025Q3: 36,985 shares; 2025Q4: 36,094 shares 36,094 $2.14M 0.13% -891 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,027 shares; 2024Q4: 33,933 shares; 2025Q1: 38,095 shares; 2025Q2: 39,498 shares; 2025Q3: 34,901 shares; 2025Q4: 41,794 shares 41,794 $2.11M 0.13% +6,893 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: 5,220 shares; 2024Q4: 5,394 shares; 2025Q1: 5,605 shares; 2025Q2: 7,692 shares; 2025Q3: 7,081 shares; 2025Q4: 6,692 shares 6,692 $2.09M 0.13% -389 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: 10,168 shares; 2024Q4: 10,177 shares; 2025Q1: 10,177 shares; 2025Q2: 10,119 shares; 2025Q3: 10,150 shares; 2025Q4: 10,132 shares 10,132 $2.02M 0.12% -18 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: 31,296 shares; 2024Q4: 29,383 shares; 2025Q1: 29,415 shares; 2025Q2: 30,077 shares; 2025Q3: 15,773 shares; 2025Q4: 15,866 shares 15,866 $1.95M 0.12% +93 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,467 shares; 2024Q4: 24,835 shares; 2025Q1: 24,668 shares; 2025Q2: 24,858 shares; 2025Q3: 24,991 shares; 2025Q4: 25,097 shares 25,097 $1.92M 0.12% +106 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,645 shares; 2024Q4: 54,588 shares; 2025Q1: 56,719 shares; 2025Q2: 44,510 shares; 2025Q3: 44,175 shares; 2025Q4: 46,252 shares 46,252 $1.9M 0.12% +2,077 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: 10,408 shares; 2024Q4: 10,148 shares; 2025Q1: 10,234 shares; 2025Q2: 10,216 shares; 2025Q3: 10,120 shares; 2025Q4: 10,127 shares 10,127 $1.88M 0.11% +7 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,112 shares; 2024Q4: 10,113 shares; 2025Q1: 10,087 shares; 2025Q2: 10,085 shares; 2025Q3: 5,521 shares; 2025Q4: 5,636 shares 5,636 $1.84M 0.11% +115 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 45,772 shares; 2025Q4: 45,878 shares 45,878 $1.82M 0.11% +106 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: 42,992 shares; 2024Q4: 47,061 shares; 2025Q1: 39,725 shares; 2025Q2: 44,466 shares; 2025Q3: 44,134 shares; 2025Q4: 40,396 shares 40,396 $1.79M 0.11% -3,738 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: 26,385 shares; 2024Q4: 78,456 shares; 2025Q1: 75,531 shares; 2025Q2: 66,013 shares; 2025Q3: 61,821 shares; 2025Q4: 59,583 shares 59,583 $1.79M 0.11% -2,238 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: 4,089 shares; 2024Q4: 4,003 shares; 2025Q1: 3,993 shares; 2025Q2: 3,897 shares; 2025Q3: 3,946 shares; 2025Q4: 3,736 shares 3,736 $1.77M 0.11% -210 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,475 shares; 2024Q4: 12,382 shares; 2025Q1: 12,294 shares; 2025Q2: 12,160 shares; 2025Q3: 6,772 shares; 2025Q4: 6,110 shares 6,110 $1.76M 0.11% -662 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: 19,646 shares; 2024Q4: 18,655 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,851 shares; 2025Q4: 20,453 shares 20,453 $1.66M 0.1% +12,602 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,465 shares; 2024Q4: 71,951 shares; 2025Q1: 76,652 shares; 2025Q2: 65,804 shares; 2025Q3: 68,101 shares; 2025Q4: 64,290 shares 64,290 $1.6M 0.1% -3,811 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: 1,247 shares; 2024Q4: 1,242 shares; 2025Q1: 1,265 shares; 2025Q2: 1,283 shares; 2025Q3: 1,123 shares; 2025Q4: 2,383 shares 2,383 $1.57M 0.1% +1,260 Timeline PWB 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: 12,915 shares; 2024Q4: 12,715 shares; 2025Q1: 12,515 shares; 2025Q2: 12,515 shares; 2025Q3: 12,267 shares; 2025Q4: 12,267 shares 12,267 $1.56M 0.09% 0 Timeline SPLV 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: 31,079 shares; 2024Q4: 30,454 shares; 2025Q1: 27,984 shares; 2025Q2: 26,899 shares; 2025Q3: 21,142 shares; 2025Q4: 21,142 shares 21,142 $1.51M 0.09% 0 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,301 shares; 2024Q4: 53,823 shares; 2025Q1: 52,797 shares; 2025Q2: 53,308 shares; 2025Q3: 54,481 shares; 2025Q4: 55,194 shares 55,194 $1.42M 0.09% +713 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: 6,481 shares; 2024Q4: 7,030 shares; 2025Q1: 7,191 shares; 2025Q2: 9,981 shares; 2025Q3: 13,180 shares; 2025Q4: 33,021 shares 33,021 $1.41M 0.09% +19,841 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: 6,725 shares; 2024Q4: 6,725 shares; 2025Q1: 6,725 shares; 2025Q2: 6,725 shares; 2025Q3: 6,725 shares; 2025Q4: 6,725 shares 6,725 $1.39M 0.08% 0 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: 7,664 shares; 2024Q4: 7,896 shares; 2025Q1: 7,709 shares; 2025Q2: 7,702 shares; 2025Q3: 6,853 shares; 2025Q4: 6,488 shares 6,488 $1.34M 0.08% -365 Timeline CGW 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: 25,030 shares; 2024Q4: 23,749 shares; 2025Q1: 22,452 shares; 2025Q2: 21,772 shares; 2025Q3: 21,343 shares; 2025Q4: 21,282 shares 21,282 $1.34M 0.08% -61 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,226 shares; 2024Q4: 46,608 shares; 2025Q1: 47,878 shares; 2025Q2: 41,436 shares; 2025Q3: 36,681 shares; 2025Q4: 40,048 shares 40,048 $1.27M 0.08% +3,367 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: 16,935 shares; 2024Q4: 18,435 shares; 2025Q1: 18,913 shares; 2025Q2: 23,255 shares; 2025Q3: 24,563 shares; 2025Q4: 26,271 shares 26,271 $1.23M 0.07% +1,708 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: 50,359 shares; 2024Q4: 50,675 shares; 2025Q1: 33,346 shares; 2025Q2: 20,086 shares; 2025Q3: 22,750 shares; 2025Q4: 24,362 shares 24,362 $1.23M 0.07% +1,612 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,214 shares; 2024Q4: 13,506 shares; 2025Q1: 21,291 shares; 2025Q2: 18,164 shares; 2025Q3: 15,264 shares; 2025Q4: 11,600 shares 11,600 $1.16M 0.07% -3,664 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: 19,650 shares; 2024Q4: 57,470 shares; 2025Q1: 44,359 shares; 2025Q2: 44,947 shares; 2025Q3: 40,840 shares; 2025Q4: 39,086 shares 39,086 $1.16M 0.07% -1,754 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,678 shares; 2024Q4: 40,282 shares; 2025Q1: 44,369 shares; 2025Q2: 45,879 shares; 2025Q3: 45,879 shares; 2025Q4: 47,031 shares 47,031 $1.1M 0.07% +1,152 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 4,067 shares; 2025Q1: 4,244 shares; 2025Q2: 3,962 shares; 2025Q3: 3,368 shares; 2025Q4: 3,388 shares 3,388 $1.09M 0.07% +20 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: 11,902 shares; 2024Q4: 11,361 shares; 2025Q1: 11,171 shares; 2025Q2: 11,210 shares; 2025Q3: 11,210 shares; 2025Q4: 11,203 shares 11,203 $1.08M 0.07% -7 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: 9,017 shares; 2024Q4: 10,009 shares; 2025Q1: 10,001 shares; 2025Q2: 10,042 shares; 2025Q3: 10,027 shares; 2025Q4: 11,764 shares 11,764 $1.06M 0.06% +1,737 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,773 shares; 2024Q4: 46,740 shares; 2025Q1: 39,590 shares; 2025Q2: 40,391 shares; 2025Q3: 42,795 shares; 2025Q4: 43,047 shares 43,047 $1.05M 0.06% +252 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,938 shares; 2025Q3: 14,938 shares; 2025Q4: 14,938 shares 14,938 $1.04M 0.06% 0 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: 16,121 shares; 2024Q4: 17,147 shares; 2025Q1: 17,043 shares; 2025Q2: 14,882 shares; 2025Q3: 14,466 shares; 2025Q4: 14,622 shares 14,622 $1.02M 0.06% +156 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,890 shares; 2024Q4: 28,712 shares; 2025Q1: 20,891 shares; 2025Q2: 20,890 shares; 2025Q3: 20,890 shares; 2025Q4: 20,890 shares 20,890 $1000K 0.06% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,530 shares; 2024Q4: 39,253 shares; 2025Q1: 39,508 shares; 2025Q2: 39,971 shares; 2025Q3: 39,339 shares; 2025Q4: 39,813 shares 39,813 $999K 0.06% +474 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: 10,550 shares; 2024Q4: 10,941 shares; 2025Q1: 10,898 shares; 2025Q2: 10,068 shares; 2025Q3: 6,437 shares; 2025Q4: 6,474 shares 6,474 $987K 0.06% +37 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,330 shares; 2024Q4: 3,255 shares; 2025Q1: 3,238 shares; 2025Q2: 3,268 shares; 2025Q3: 3,230 shares; 2025Q4: 3,271 shares 3,271 $976K 0.06% +41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares; 2025Q3: 1,942 shares; 2025Q4: 1,931 shares 1,931 $971K 0.06% -11 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: 4,748 shares; 2024Q4: 4,729 shares; 2025Q1: 5,038 shares; 2025Q2: 5,030 shares; 2025Q3: 5,024 shares; 2025Q4: 5,036 shares 5,036 $965K 0.06% +12 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 2,316 shares; 2025Q1: 2,329 shares; 2025Q2: 2,407 shares; 2025Q3: 2,409 shares; 2025Q4: 2,439 shares 2,439 $961K 0.06% +30 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: 14,183 shares; 2024Q4: 15,314 shares; 2025Q1: 15,603 shares; 2025Q2: 16,260 shares; 2025Q3: 16,109 shares; 2025Q4: 17,009 shares 17,009 $931K 0.06% +900 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,989 shares; 2024Q4: 22,142 shares; 2025Q1: 22,156 shares; 2025Q2: 21,421 shares; 2025Q3: 20,884 shares; 2025Q4: 19,213 shares 19,213 $918K 0.06% -1,671 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,546 shares; 2024Q4: 4,800 shares; 2025Q1: 4,766 shares; 2025Q2: 4,826 shares; 2025Q3: 4,608 shares; 2025Q4: 4,852 shares 4,852 $898K 0.05% +244 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,989 shares; 2024Q4: 6,557 shares; 2025Q1: 6,558 shares; 2025Q2: 6,674 shares; 2025Q3: 6,672 shares; 2025Q4: 6,700 shares 6,700 $894K 0.05% +28 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,002 shares; 2024Q4: 55,505 shares; 2025Q1: 51,824 shares; 2025Q2: 51,023 shares; 2025Q3: 30,108 shares; 2025Q4: 29,938 shares 29,938 $885K 0.05% -170 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,442 shares; 2025Q1: 4,569 shares; 2025Q2: 4,459 shares; 2025Q3: 4,358 shares; 2025Q4: 2,718 shares 2,718 $881K 0.05% -1,640 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,532 shares; 2024Q4: 3,908 shares; 2025Q1: 3,905 shares; 2025Q2: 4,045 shares; 2025Q3: 3,901 shares; 2025Q4: 3,818 shares 3,818 $872K 0.05% -83 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: 5,390 shares; 2024Q4: 5,095 shares; 2025Q1: 5,461 shares; 2025Q2: 5,129 shares; 2025Q3: 2,626 shares; 2025Q4: 2,590 shares 2,590 $868K 0.05% -36 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: 9,424 shares; 2024Q4: 9,427 shares; 2025Q1: 9,465 shares; 2025Q2: 6,313 shares; 2025Q3: 5,999 shares; 2025Q4: 6,025 shares 6,025 $863K 0.05% +26 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: 1,743 shares; 2024Q4: 1,987 shares; 2025Q1: 2,334 shares; 2025Q2: 2,655 shares; 2025Q3: 2,430 shares; 2025Q4: 2,403 shares 2,403 $832K 0.05% -27 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: 5,628 shares; 2024Q4: 5,629 shares; 2025Q1: 5,630 shares; 2025Q2: 4,610 shares; 2025Q3: 4,611 shares; 2025Q4: 4,574 shares 4,574 $829K 0.05% -37 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,954 shares; 2024Q4: 4,084 shares; 2025Q1: 4,089 shares; 2025Q2: 4,206 shares; 2025Q3: 4,204 shares; 2025Q4: 4,215 shares 4,215 $816K 0.05% +11 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,066 shares; 2024Q4: 8,066 shares; 2025Q1: 6,016 shares; 2025Q2: 7,540 shares; 2025Q3: 8,496 shares; 2025Q4: 9,086 shares 9,086 $813K 0.05% +590 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: 53,987 shares; 2024Q4: 55,925 shares; 2025Q1: 45,560 shares; 2025Q2: 44,095 shares; 2025Q3: 33,172 shares; 2025Q4: 34,466 shares 34,466 $805K 0.05% +1,294 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,078 shares; 2024Q4: 16,929 shares; 2025Q1: 16,383 shares; 2025Q2: 16,348 shares; 2025Q3: 15,949 shares; 2025Q4: 16,891 shares 16,891 $794K 0.05% +942 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,868 shares; 2025Q1: 1,945 shares; 2025Q2: 5,494 shares; 2025Q3: 5,311 shares; 2025Q4: 4,636 shares 4,636 $793K 0.05% -675 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: not reported; 2024Q4: 2,389 shares; 2025Q1: 3,765 shares; 2025Q2: 7,096 shares; 2025Q3: 6,791 shares; 2025Q4: 7,344 shares 7,344 $787K 0.05% +553 Timeline FELV 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: 10,027 shares; 2024Q4: 17,725 shares; 2025Q1: 19,558 shares; 2025Q2: 20,449 shares; 2025Q3: 20,359 shares; 2025Q4: 22,599 shares 22,599 $783K 0.05% +2,240 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: 18,356 shares; 2024Q4: 19,014 shares; 2025Q1: 19,097 shares; 2025Q2: 19,308 shares; 2025Q3: 17,647 shares; 2025Q4: 19,619 shares 19,619 $774K 0.05% +1,972 Timeline INCE 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: 6,340 shares; 2024Q4: 6,410 shares; 2025Q1: 8,970 shares; 2025Q2: 11,888 shares; 2025Q3: 12,180 shares; 2025Q4: 12,611 shares 12,611 $770K 0.05% +431 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: 17,714 shares; 2024Q4: 18,171 shares; 2025Q1: 17,938 shares; 2025Q2: 18,210 shares; 2025Q3: 6,219 shares; 2025Q4: 6,291 shares 6,291 $757K 0.05% +72 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: 11,990 shares; 2024Q4: 11,990 shares; 2025Q1: 11,315 shares; 2025Q2: 11,315 shares; 2025Q3: 11,315 shares; 2025Q4: 11,315 shares 11,315 $753K 0.05% 0 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: 969 shares; 2024Q4: 980 shares; 2025Q1: 985 shares; 2025Q2: 1,103 shares; 2025Q3: 870 shares; 2025Q4: 847 shares 847 $731K 0.04% -23 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,606 shares; 2025Q1: 3,520 shares; 2025Q2: 3,689 shares; 2025Q3: 2,567 shares; 2025Q4: 2,406 shares 2,406 $713K 0.04% -161 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: 7,489 shares; 2024Q4: 7,777 shares; 2025Q1: 7,476 shares; 2025Q2: 7,553 shares; 2025Q3: 7,469 shares; 2025Q4: 7,938 shares 7,938 $702K 0.04% +469 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: 4,546 shares; 2024Q4: 4,546 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,505 shares; 2025Q4: 4,178 shares 4,178 $702K 0.04% -327 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: 12,916 shares; 2024Q4: 14,306 shares; 2025Q1: 14,306 shares; 2025Q2: 14,306 shares; 2025Q3: 14,306 shares; 2025Q4: 15,435 shares 15,435 $688K 0.04% +1,129 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: not reported; 2024Q4: 6,023 shares; 2025Q1: 7,559 shares; 2025Q2: 7,622 shares; 2025Q3: 7,622 shares; 2025Q4: 15,022 shares 15,022 $672K 0.04% +7,400 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,606 shares 14,606 $666K 0.04% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,190 shares; 2024Q4: 10,190 shares; 2025Q1: 10,190 shares; 2025Q2: 10,190 shares; 2025Q3: 10,190 shares; 2025Q4: 10,190 shares 10,190 $663K 0.04% 0 Timeline XYLD 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: 9,800 shares; 2024Q4: 8,353 shares; 2025Q1: 16,969 shares; 2025Q2: 13,786 shares; 2025Q3: 15,967 shares; 2025Q4: 15,749 shares 15,749 $640K 0.04% -218 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: 2,290 shares; 2024Q4: 2,815 shares; 2025Q1: 6,815 shares; 2025Q2: 6,727 shares; 2025Q3: 6,743 shares; 2025Q4: 6,743 shares 6,743 $635K 0.04% 0 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,600 shares; 2024Q4: 33,600 shares; 2025Q1: 34,500 shares; 2025Q2: 32,900 shares; 2025Q3: 32,500 shares; 2025Q4: 37,333 shares 37,333 $632K 0.04% +4,833 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,694 shares; 2024Q4: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,708 shares; 2025Q3: 1,653 shares; 2025Q4: 1,659 shares 1,659 $614K 0.04% +6 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,091 shares; 2025Q4: 17,211 shares 17,211 $593K 0.04% +120 Timeline IAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,219 shares; 2024Q4: 25,734 shares; 2025Q1: 26,555 shares; 2025Q2: 20,319 shares; 2025Q3: 19,869 shares; 2025Q4: 19,179 shares 19,179 $591K 0.04% -690 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: 4,260 shares; 2025Q3: 6,732 shares; 2025Q4: 10,309 shares 10,309 $587K 0.04% +3,577 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,860 shares; 2024Q4: 5,762 shares; 2025Q1: 5,723 shares; 2025Q2: 5,529 shares; 2025Q3: 5,412 shares; 2025Q4: 5,215 shares 5,215 $583K 0.04% -197 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: 2,303 shares; 2024Q4: 2,303 shares; 2025Q1: 2,314 shares; 2025Q2: 2,736 shares; 2025Q3: 2,686 shares; 2025Q4: 2,749 shares 2,749 $578K 0.04% +63 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,407 shares; 2024Q4: 2,407 shares; 2025Q1: 3,186 shares; 2025Q2: 3,819 shares; 2025Q3: 4,547 shares; 2025Q4: 5,619 shares 5,619 $573K 0.03% +1,072 Timeline PTBD 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: not reported; 2025Q3: not reported; 2025Q4: 29,214 shares 29,214 $567K 0.03% new Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,455 shares; 2024Q4: 23,455 shares; 2025Q1: 13,705 shares; 2025Q2: 12,755 shares; 2025Q3: 11,370 shares; 2025Q4: 11,211 shares 11,211 $563K 0.03% -159 Timeline PTIN 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: not reported; 2025Q3: not reported; 2025Q4: 17,821 shares 17,821 $560K 0.03% new Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 12,629 shares; 2025Q1: 18,023 shares; 2025Q2: 21,628 shares; 2025Q3: 22,463 shares; 2025Q4: 24,634 shares 24,634 $557K 0.03% +2,171 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: 9,364 shares; 2024Q4: 9,485 shares; 2025Q1: 10,164 shares; 2025Q2: 9,769 shares; 2025Q3: 9,893 shares; 2025Q4: 9,852 shares 9,852 $555K 0.03% -41 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: 7,164 shares; 2024Q4: 8,299 shares; 2025Q1: 9,042 shares; 2025Q2: 11,370 shares; 2025Q3: 9,185 shares; 2025Q4: 9,458 shares 9,458 $550K 0.03% +273 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,700 shares; 2024Q4: 9,700 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares 11,800 $546K 0.03% 0 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: 1,026 shares; 2024Q4: 974 shares; 2025Q1: 1,011 shares; 2025Q2: 1,022 shares; 2025Q3: 1,010 shares; 2025Q4: 952 shares 952 $546K 0.03% -58 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,402 shares; 2024Q4: 5,439 shares; 2025Q1: 6,879 shares; 2025Q2: 7,230 shares; 2025Q3: 5,048 shares; 2025Q4: 5,162 shares 5,162 $543K 0.03% +114 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,000 shares; 2024Q4: 33,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares; 2025Q3: 32,000 shares; 2025Q4: 32,450 shares 32,450 $541K 0.03% +450 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078 shares; 2024Q4: 1,079 shares; 2025Q1: 1,091 shares; 2025Q2: 1,712 shares; 2025Q3: 1,737 shares; 2025Q4: 1,757 shares 1,757 $537K 0.03% +20 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,680 shares; 2024Q4: 6,680 shares; 2025Q1: 6,680 shares; 2025Q2: 6,703 shares; 2025Q3: 6,710 shares; 2025Q4: 6,735 shares 6,735 $537K 0.03% +25 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: 3,775 shares; 2025Q1: 4,169 shares; 2025Q2: 4,089 shares; 2025Q3: 3,058 shares; 2025Q4: 2,915 shares 2,915 $518K 0.03% -143 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: 2,528 shares; 2024Q4: 2,531 shares; 2025Q1: 2,512 shares; 2025Q2: 3,031 shares; 2025Q3: 2,775 shares; 2025Q4: 2,781 shares 2,781 $510K 0.03% +6 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,989 shares; 2024Q4: 4,954 shares; 2025Q1: 5,672 shares; 2025Q2: 5,107 shares; 2025Q3: 4,658 shares; 2025Q4: 4,665 shares 4,665 $507K 0.03% +7 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: 9,779 shares; 2024Q4: 7,434 shares; 2025Q1: 7,185 shares; 2025Q2: 6,679 shares; 2025Q3: 6,315 shares; 2025Q4: 6,422 shares 6,422 $506K 0.03% +107 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,753 shares; 2024Q4: 12,381 shares; 2025Q1: 15,415 shares; 2025Q2: 15,261 shares; 2025Q3: 11,544 shares; 2025Q4: 9,923 shares 9,923 $502K 0.03% -1,621 Timeline TFLR T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,071 shares; 2025Q4: 9,594 shares 9,594 $493K 0.03% +1,523 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: 6,015 shares; 2024Q4: 6,022 shares; 2025Q1: 6,039 shares; 2025Q2: 6,170 shares; 2025Q3: 6,078 shares; 2025Q4: 6,080 shares 6,080 $488K 0.03% +2 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: 1,351 shares; 2024Q4: 2,702 shares; 2025Q1: 2,716 shares; 2025Q2: 2,726 shares; 2025Q3: 2,574 shares; 2025Q4: 2,639 shares 2,639 $486K 0.03% +65 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,868 shares; 2024Q4: 23,473 shares; 2025Q1: 26,508 shares; 2025Q2: 26,508 shares; 2025Q3: 25,975 shares; 2025Q4: 24,671 shares 24,671 $483K 0.03% -1,304 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: 37,711 shares; 2024Q4: 37,288 shares; 2025Q1: 35,066 shares; 2025Q2: 22,278 shares; 2025Q3: 15,211 shares; 2025Q4: 14,730 shares 14,730 $482K 0.03% -481 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL 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: not reported; 2025Q2: 3,815 shares; 2025Q3: 3,807 shares; 2025Q4: 3,800 shares 3,800 $478K 0.03% -7 Timeline OCTH 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: 31,820 shares; 2025Q1: 29,922 shares; 2025Q2: 21,772 shares; 2025Q3: 22,020 shares; 2025Q4: 19,900 shares 19,900 $477K 0.03% -2,120 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: 2,402 shares; 2024Q4: 2,409 shares; 2025Q1: 2,471 shares; 2025Q2: 2,484 shares; 2025Q3: 2,438 shares; 2025Q4: 2,442 shares 2,442 $476K 0.03% +4 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,155 shares; 2024Q4: 6,060 shares; 2025Q1: 6,011 shares; 2025Q2: 6,175 shares; 2025Q3: 6,053 shares; 2025Q4: 6,089 shares 6,089 $469K 0.03% +36 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,926 shares; 2024Q4: 6,629 shares; 2025Q1: 6,735 shares; 2025Q2: 7,963 shares; 2025Q3: 8,034 shares; 2025Q4: 8,707 shares 8,707 $465K 0.03% +673 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: 1,766 shares; 2024Q4: 2,203 shares; 2025Q1: 2,115 shares; 2025Q2: 2,506 shares; 2025Q3: 2,112 shares; 2025Q4: 2,085 shares 2,085 $453K 0.03% -27 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: 2,827 shares; 2024Q4: 2,834 shares; 2025Q1: 2,836 shares; 2025Q2: 2,839 shares; 2025Q3: 2,847 shares; 2025Q4: 2,847 shares 2,847 $446K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,705 shares; 2024Q4: 1,739 shares; 2025Q1: 1,672 shares; 2025Q2: 1,675 shares; 2025Q3: 1,762 shares; 2025Q4: 1,653 shares 1,653 $444K 0.03% -109 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 7,488 shares; 2025Q1: 7,577 shares; 2025Q2: 7,618 shares; 2025Q3: 9,167 shares; 2025Q4: 6,305 shares 6,305 $439K 0.03% -2,862 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,516 shares; 2025Q1: 4,607 shares; 2025Q2: 4,369 shares; 2025Q3: 3,461 shares; 2025Q4: 3,484 shares 3,484 $439K 0.03% +23 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: 26,950 shares; 2024Q4: 7,530 shares; 2025Q1: 6,575 shares; 2025Q2: 5,667 shares; 2025Q3: 5,700 shares; 2025Q4: 4,587 shares 4,587 $427K 0.03% -1,113 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: 9,590 shares; 2024Q4: 9,600 shares; 2025Q1: 9,609 shares; 2025Q2: 8,915 shares; 2025Q3: 8,623 shares; 2025Q4: 8,624 shares 8,624 $424K 0.03% +1 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: 6,530 shares; 2024Q4: 6,548 shares; 2025Q1: 6,390 shares; 2025Q2: 5,131 shares; 2025Q3: 4,872 shares; 2025Q4: 4,840 shares 4,840 $422K 0.03% -32 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,929 shares; 2025Q1: 4,122 shares; 2025Q2: 3,404 shares; 2025Q3: 2,992 shares; 2025Q4: 3,091 shares 3,091 $418K 0.03% +99 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: 5,041 shares; 2024Q4: 4,116 shares; 2025Q1: 4,118 shares; 2025Q2: 4,248 shares; 2025Q3: 4,200 shares; 2025Q4: 4,334 shares 4,334 $417K 0.03% +134 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,881 shares; 2024Q4: 19,881 shares; 2025Q1: 19,881 shares; 2025Q2: 19,881 shares; 2025Q3: 19,881 shares; 2025Q4: 19,881 shares 19,881 $410K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,058 shares; 2025Q3: 7,367 shares; 2025Q4: 7,376 shares 7,376 $404K 0.02% +9 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,803 shares; 2024Q4: 4,803 shares; 2025Q1: 4,803 shares; 2025Q2: 4,803 shares; 2025Q3: 4,803 shares; 2025Q4: 4,803 shares 4,803 $397K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 3,663 shares; 2025Q1: 3,682 shares; 2025Q2: 3,682 shares; 2025Q3: 3,430 shares; 2025Q4: 2,451 shares 2,451 $395K 0.02% -979 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: 2,521 shares; 2024Q4: 2,527 shares; 2025Q1: 2,589 shares; 2025Q2: 2,559 shares; 2025Q3: 2,434 shares; 2025Q4: 2,450 shares 2,450 $393K 0.02% +16 Timeline FNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,704 shares; 2024Q4: 7,084 shares; 2025Q1: 7,084 shares; 2025Q2: 7,084 shares; 2025Q3: 7,084 shares; 2025Q4: 7,084 shares 7,084 $388K 0.02% 0 Timeline KAPR 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: 11,049 shares; 2024Q4: 11,049 shares; 2025Q1: 11,049 shares; 2025Q2: 11,049 shares; 2025Q3: 11,049 shares; 2025Q4: 11,049 shares 11,049 $388K 0.02% 0 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 1,697 shares; 2025Q1: 1,747 shares; 2025Q2: 1,854 shares; 2025Q3: 1,859 shares; 2025Q4: 1,864 shares 1,864 $387K 0.02% +5 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,245 shares; 2025Q1: 5,254 shares; 2025Q2: 9,092 shares; 2025Q3: 6,568 shares; 2025Q4: 6,608 shares 6,608 $387K 0.02% +40 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: 20,554 shares; 2024Q4: 20,827 shares; 2025Q1: 20,964 shares; 2025Q2: 20,944 shares; 2025Q3: 15,608 shares; 2025Q4: 15,442 shares 15,442 $384K 0.02% -166 Timeline TBIL RBB FD INC More: the full row for RBB FD 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: 7,535 shares 7,535 $376K 0.02% new Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,073 shares; 2024Q4: 20,073 shares; 2025Q1: 20,073 shares; 2025Q2: 20,073 shares; 2025Q3: 19,540 shares; 2025Q4: 18,908 shares 18,908 $373K 0.02% -632 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,141 shares; 2025Q2: 1,138 shares; 2025Q3: 788 shares; 2025Q4: 1,210 shares 1,210 $373K 0.02% +422 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194 shares; 2024Q4: 185 shares; 2025Q1: 185 shares; 2025Q2: 185 shares; 2025Q3: 185 shares; 2025Q4: 184 shares 184 $371K 0.02% -1 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,853 shares; 2024Q4: 16,912 shares; 2025Q1: 10,609 shares; 2025Q2: 10,782 shares; 2025Q3: 10,836 shares; 2025Q4: 15,641 shares 15,641 $370K 0.02% +4,805 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: 1,317 shares; 2024Q4: 1,254 shares; 2025Q1: 1,202 shares; 2025Q2: 1,602 shares; 2025Q3: 1,567 shares; 2025Q4: 1,102 shares 1,102 $364K 0.02% -465 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 1,042 shares; 2025Q1: 1,048 shares; 2025Q2: 1,077 shares; 2025Q3: 1,259 shares; 2025Q4: 1,293 shares 1,293 $361K 0.02% +34 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,901 shares; 2025Q1: 1,907 shares; 2025Q2: 1,917 shares; 2025Q3: 1,693 shares; 2025Q4: 1,626 shares 1,626 $357K 0.02% -67 Timeline IOCT 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: 9,854 shares; 2024Q4: 17,569 shares; 2025Q1: 17,523 shares; 2025Q2: 13,760 shares; 2025Q3: 13,670 shares; 2025Q4: 10,194 shares 10,194 $355K 0.02% -3,476 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,700 shares; 2024Q4: 3,700 shares; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,700 shares 3,700 $353K 0.02% 0 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: 768 shares; 2024Q4: 834 shares; 2025Q1: 854 shares; 2025Q2: 1,005 shares; 2025Q3: 883 shares; 2025Q4: 985 shares 985 $346K 0.02% +102 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,424 shares; 2025Q4: 7,817 shares 7,817 $341K 0.02% +2,393 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: 11,264 shares; 2024Q4: 11,288 shares; 2025Q1: 11,089 shares; 2025Q2: 9,466 shares; 2025Q3: 6,178 shares; 2025Q4: 6,123 shares 6,123 $337K 0.02% -55 Timeline KKR KKR & CO INC More: the full row for KKR & 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: 2,748 shares; 2025Q3: 2,748 shares; 2025Q4: 2,615 shares 2,615 $333K 0.02% -133 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: 1,450 shares; 2024Q4: 1,500 shares; 2025Q1: 1,218 shares; 2025Q2: 1,118 shares; 2025Q3: 1,117 shares; 2025Q4: 1,341 shares 1,341 $330K 0.02% +224 Timeline PTNQ 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: not reported; 2025Q3: not reported; 2025Q4: 4,157 shares 4,157 $327K 0.02% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,250 shares; 2025Q4: 6,250 shares 6,250 $324K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,821 shares 1,821 $323K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,801 shares 5,801 $322K 0.02% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: 640 shares; 2025Q3: 724 shares; 2025Q4: 725 shares 725 $322K 0.02% +1 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,716 shares; 2024Q4: 11,805 shares; 2025Q1: 11,805 shares; 2025Q2: 10,260 shares; 2025Q3: 6,718 shares; 2025Q4: 6,508 shares 6,508 $322K 0.02% -210 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,005 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares 3,005 $321K 0.02% 0 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: 6,728 shares; 2024Q4: 6,692 shares; 2025Q1: 6,240 shares; 2025Q2: 6,021 shares; 2025Q3: 6,021 shares; 2025Q4: 3,113 shares 3,113 $319K 0.02% -2,908 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,325 shares; 2024Q4: 96,226 shares; 2025Q1: 97,089 shares; 2025Q2: 78,161 shares; 2025Q3: 63,894 shares; 2025Q4: 31,874 shares 31,874 $318K 0.02% -32,020 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: 1,197 shares; 2024Q4: 1,197 shares; 2025Q1: 1,233 shares; 2025Q2: 1,243 shares; 2025Q3: 1,247 shares; 2025Q4: 1,314 shares 1,314 $317K 0.02% +67 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,937 shares; 2024Q4: 49,937 shares; 2025Q1: 49,937 shares; 2025Q2: 49,937 shares; 2025Q3: 49,937 shares; 2025Q4: 49,937 shares 49,937 $315K 0.02% 0 Timeline PTEU 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: not reported; 2025Q3: not reported; 2025Q4: 10,182 shares 10,182 $313K 0.02% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,500 shares; 2024Q4: 31,500 shares; 2025Q1: 27,500 shares; 2025Q2: 27,500 shares; 2025Q3: 27,500 shares; 2025Q4: 16,250 shares 16,250 $312K 0.02% -11,250 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: 2,795 shares; 2024Q4: 2,797 shares; 2025Q1: 2,835 shares; 2025Q2: 2,462 shares; 2025Q3: 2,465 shares; 2025Q4: 2,468 shares 2,468 $309K 0.02% +3 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: 1,043 shares; 2024Q4: 1,111 shares; 2025Q1: 1,111 shares; 2025Q2: 1,100 shares; 2025Q3: 1,105 shares; 2025Q4: 1,158 shares 1,158 $307K 0.02% +53 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: 3,214 shares; 2025Q2: 3,173 shares; 2025Q3: 3,669 shares; 2025Q4: 3,736 shares 3,736 $305K 0.02% +67 Timeline PTMC 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: not reported; 2025Q3: not reported; 2025Q4: 8,407 shares 8,407 $300K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: 4,796 shares; 2025Q2: 4,890 shares; 2025Q3: 4,957 shares; 2025Q4: 5,066 shares 5,066 $292K 0.02% +109 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: 3,045 shares; 2024Q4: 2,615 shares; 2025Q1: 1,898 shares; 2025Q2: 1,864 shares; 2025Q3: 1,799 shares; 2025Q4: 1,799 shares 1,799 $288K 0.02% 0 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,381 shares; 2024Q4: 10,311 shares; 2025Q1: 9,037 shares; 2025Q2: 8,994 shares; 2025Q3: 6,033 shares; 2025Q4: 6,033 shares 6,033 $285K 0.02% 0 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: 9,980 shares; 2024Q4: 9,926 shares; 2025Q1: 9,009 shares; 2025Q2: 7,940 shares; 2025Q3: 6,821 shares; 2025Q4: 6,927 shares 6,927 $282K 0.02% +106 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: 3,076 shares; 2024Q4: 3,112 shares; 2025Q1: 3,236 shares; 2025Q2: 3,266 shares; 2025Q3: 3,348 shares; 2025Q4: 3,622 shares 3,622 $282K 0.02% +274 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,591 shares; 2025Q4: 12,613 shares 12,613 $277K 0.02% +2,022 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: 1,573 shares; 2024Q4: 1,574 shares; 2025Q1: 1,762 shares; 2025Q2: 1,988 shares; 2025Q3: 1,416 shares; 2025Q4: 1,395 shares 1,395 $272K 0.02% -21 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,815 shares; 2024Q4: 4,815 shares; 2025Q1: 4,838 shares; 2025Q2: 4,875 shares; 2025Q3: 4,715 shares; 2025Q4: 4,727 shares 4,727 $272K 0.02% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,403 shares; 2025Q4: 3,663 shares 3,663 $262K 0.02% +260 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,769 shares; 2025Q4: 7,818 shares 7,818 $259K 0.02% +49 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,141 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,818 shares; 2025Q3: 2,300 shares; 2025Q4: 2,258 shares 2,258 $257K 0.02% -42 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 306 shares; 2025Q2: 306 shares; 2025Q3: 305 shares; 2025Q4: 311 shares 311 $255K 0.02% +6 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: 83,000 shares; 2024Q4: 83,000 shares; 2025Q1: 83,000 shares; 2025Q2: 83,000 shares; 2025Q3: 83,000 shares; 2025Q4: 90,500 shares 90,500 $241K 0.01% +7,500 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 262 shares; 2025Q4: 268 shares 268 $236K 0.01% +6 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,500 shares; 2024Q4: 16,500 shares; 2025Q1: 16,500 shares; 2025Q2: 16,500 shares; 2025Q3: 16,500 shares; 2025Q4: 16,500 shares 16,500 $235K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,230 shares; 2024Q4: 13,366 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,296 shares; 2025Q4: 2,410 shares 2,410 $232K 0.01% +114 Timeline EOCT 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: 8,105 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,188 shares; 2025Q3: 7,188 shares; 2025Q4: 7,188 shares 7,188 $228K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,099 shares; 2025Q4: 1,104 shares 1,104 $226K 0.01% +5 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,417 shares; 2025Q4: 5,422 shares 5,422 $226K 0.01% +5 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS 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: 1,384 shares; 2025Q4: 1,374 shares 1,374 $223K 0.01% -10 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA 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: not reported; 2025Q3: 354 shares; 2025Q4: 354 shares 354 $220K 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: 4,692 shares; 2024Q4: 4,752 shares; 2025Q1: 4,797 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,084 shares 5,084 $220K 0.01% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S 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: 4,460 shares; 2025Q3: 4,281 shares; 2025Q4: 4,319 shares 4,319 $220K 0.01% +38 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766 shares; 2024Q4: 938 shares; 2025Q1: 1,076 shares; 2025Q2: 1,107 shares; 2025Q3: 1,054 shares; 2025Q4: 953 shares 953 $218K 0.01% -101 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: not reported; 2024Q4: 908 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 911 shares; 2025Q4: 1,825 shares 1,825 $218K 0.01% +914 Timeline PHYS 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,570 shares 6,570 $217K 0.01% new Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,938 shares; 2024Q4: 27,938 shares; 2025Q1: 27,938 shares; 2025Q2: 27,938 shares; 2025Q3: 27,938 shares; 2025Q4: 27,938 shares 27,938 $215K 0.01% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 996 shares 996 $213K 0.01% new Timeline CWB 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: 2,649 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,336 shares; 2025Q4: 2,387 shares 2,387 $213K 0.01% +51 Timeline ISOU ISOENERGY LTD More: the full row for ISOENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,000 shares; 2025Q3: 19,200 shares; 2025Q4: 23,200 shares 23,200 $211K 0.01% +4,000 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,464 shares 4,464 $210K 0.01% new Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares 3,964 $210K 0.01% 0 Timeline DCI DONALDSON INC More: the full row for DONALDSON 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: 2,362 shares 2,362 $209K 0.01% new Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,410 shares; 2025Q4: 6,344 shares 6,344 $208K 0.01% -16,066 Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,300 shares; 2025Q4: 2,300 shares 2,300 $207K 0.01% 0 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: 3,624 shares; 2025Q3: 3,594 shares; 2025Q4: 3,522 shares 3,522 $206K 0.01% -72 Timeline CBXY CALAMOS ETF TR More: the full row for CALAMOS 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: 8,794 shares 8,794 $204K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,074 shares 2,074 $201K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,700 shares; 2025Q4: 2,610 shares 2,610 $201K 0.01% -90 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,668 shares 5,668 $200K 0.01% new Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,883 shares; 2024Q4: 71,947 shares; 2025Q1: 71,242 shares; 2025Q2: 72,033 shares; 2025Q3: 48,656 shares; 2025Q4: 39,426 shares 39,426 $197K 0.01% -9,230 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 13,500 shares 13,500 $196K 0.01% +1,500 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,878 shares; 2024Q4: 15,218 shares; 2025Q1: 15,162 shares; 2025Q2: 15,293 shares; 2025Q3: 11,932 shares; 2025Q4: 11,746 shares 11,746 $189K 0.01% -186 Timeline CDE COEUR MNG INC More: the full row for COEUR MNG 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: 10,500 shares 10,500 $187K 0.01% new Timeline EU ENCORE ENERGY CORP More: the full row for ENCORE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 28,000 shares; 2025Q1: 38,000 shares; 2025Q2: 41,500 shares; 2025Q3: 31,500 shares; 2025Q4: 69,000 shares 69,000 $171K 0.01% +37,500 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares 15,500 $143K 0.01% new Timeline ORC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,686 shares; 2025Q1: 17,336 shares; 2025Q2: 17,336 shares; 2025Q3: 16,686 shares; 2025Q4: 16,686 shares 16,686 $120K 0.01% 0 Timeline