IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 108,535 shares; 2025Q1: 118,303 shares; 2025Q2: 120,099 shares; 2025Q3: 121,583 shares; 2025Q4: 123,178 shares; 2026Q1: 187,216 shares 187,216 $17.2M 10.86% +64,038 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,067 shares; 2025Q1: 69,685 shares; 2025Q2: 72,094 shares; 2025Q3: 74,427 shares; 2025Q4: 74,793 shares; 2026Q1: 100,608 shares 100,608 $7.02M 4.43% +25,815 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,271 shares; 2025Q1: 21,581 shares; 2025Q2: 21,971 shares; 2025Q3: 22,041 shares; 2025Q4: 43,248 shares; 2026Q1: 50,944 shares 50,944 $6.88M 4.34% +7,696 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,591 shares; 2025Q1: 33,351 shares; 2025Q2: 34,709 shares; 2025Q3: 36,344 shares; 2025Q4: 33,485 shares; 2026Q1: 60,530 shares 60,530 $5.61M 3.54% +27,045 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,579 shares; 2025Q1: 28,129 shares; 2025Q2: 27,939 shares; 2025Q3: 28,159 shares; 2025Q4: 27,087 shares; 2026Q1: 34,466 shares 34,466 $4.96M 3.13% +7,379 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,063 shares; 2025Q1: 39,512 shares; 2025Q2: 38,512 shares; 2025Q3: 38,935 shares; 2025Q4: 38,606 shares; 2026Q1: 57,684 shares 57,684 $4.25M 2.68% +19,078 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,761 shares; 2025Q1: 3,611 shares; 2025Q2: 3,111 shares; 2025Q3: 2,961 shares; 2025Q4: 2,761 shares; 2026Q1: 21,405 shares 21,405 $4.2M 2.65% +18,644 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,379 shares; 2025Q1: 4,379 shares; 2025Q2: 4,379 shares; 2025Q3: 4,379 shares; 2025Q4: 4,072 shares; 2026Q1: 6,385 shares 6,385 $4.15M 2.62% +2,313 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,617 shares; 2025Q1: 18,425 shares; 2025Q2: 15,399 shares; 2025Q3: 14,654 shares; 2025Q4: 13,308 shares; 2026Q1: 18,914 shares 18,914 $3.47M 2.19% +5,606 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 101,092 shares; 2025Q1: 101,487 shares; 2025Q2: 104,662 shares; 2025Q3: 106,344 shares; 2025Q4: 94,613 shares; 2026Q1: 105,932 shares 105,932 $3.25M 2.05% +11,319 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,833 shares; 2025Q1: 44,093 shares; 2025Q2: 47,263 shares; 2025Q3: 46,463 shares; 2025Q4: 50,273 shares; 2026Q1: 65,476 shares 65,476 $3.22M 2.03% +15,203 Timeline XLI 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,733 shares; 2025Q1: 15,763 shares; 2025Q2: 15,643 shares; 2025Q3: 15,353 shares; 2025Q4: 15,003 shares; 2026Q1: 19,427 shares 19,427 $3.08M 1.94% +4,424 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,356 shares; 2025Q1: 9,512 shares; 2025Q2: 10,162 shares; 2025Q3: 10,437 shares; 2025Q4: 10,404 shares; 2026Q1: 11,442 shares 11,442 $2.84M 1.79% +1,038 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 39,151 shares; 2025Q1: 41,921 shares; 2025Q2: 45,356 shares; 2025Q3: 46,656 shares; 2025Q4: 46,656 shares; 2026Q1: 107,305 shares 107,305 $2.73M 1.72% +60,649 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,516 shares; 2025Q1: 45,876 shares; 2025Q2: 45,592 shares; 2025Q3: 43,672 shares; 2025Q4: 43,557 shares; 2026Q1: 55,381 shares 55,381 $2.7M 1.7% +11,824 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,601 shares; 2025Q1: 20,018 shares; 2025Q2: 21,028 shares; 2025Q3: 22,858 shares; 2025Q4: 24,078 shares; 2026Q1: 27,000 shares 27,000 $2.69M 1.7% +2,922 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,180 shares; 2025Q1: 10,857 shares; 2025Q2: 10,102 shares; 2025Q3: 10,057 shares; 2025Q4: 9,786 shares; 2026Q1: 11,150 shares 11,150 $2.68M 1.69% +1,364 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 45,569 shares; 2025Q1: 46,959 shares; 2025Q2: 48,109 shares; 2025Q3: 48,909 shares; 2025Q4: 46,299 shares; 2026Q1: 107,002 shares 107,002 $2.59M 1.64% +60,703 Timeline XLC 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,311 shares; 2025Q1: 12,781 shares; 2025Q2: 14,161 shares; 2025Q3: 14,011 shares; 2025Q4: 14,341 shares; 2026Q1: 22,580 shares 22,580 $2.52M 1.59% +8,239 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,070 shares; 2025Q1: 32,820 shares; 2025Q2: 34,825 shares; 2025Q3: 36,675 shares; 2025Q4: 36,565 shares; 2026Q1: 98,054 shares 98,054 $2.38M 1.5% +61,489 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,800 shares; 2025Q1: 23,750 shares; 2025Q2: 28,050 shares; 2025Q3: 32,370 shares; 2025Q4: 34,070 shares; 2026Q1: 97,421 shares 97,421 $2.3M 1.45% +63,351 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,035 shares; 2025Q1: 36,853 shares; 2025Q2: 38,113 shares; 2025Q3: 37,708 shares; 2025Q4: 37,329 shares; 2026Q1: 43,286 shares 43,286 $2.22M 1.4% +5,957 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,264 shares; 2025Q1: 16,908 shares; 2025Q2: 16,458 shares; 2025Q3: 16,458 shares; 2025Q4: 16,294 shares; 2026Q1: 66,641 shares 66,641 $2.15M 1.36% +50,347 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 400 shares; 2025Q3: 300 shares; 2025Q4: 200 shares; 2026Q1: 9,672 shares 9,672 $2.08M 1.31% +9,472 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,908 shares; 2025Q1: 6,673 shares; 2025Q2: 7,793 shares; 2025Q3: 7,673 shares; 2025Q4: 15,376 shares; 2026Q1: 17,451 shares 17,451 $2.01M 1.26% +2,075 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,077 shares; 2025Q1: 12,922 shares; 2025Q2: 11,913 shares; 2025Q3: 12,234 shares; 2025Q4: 12,361 shares; 2026Q1: 13,957 shares 13,957 $1.98M 1.25% +1,596 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,551 shares; 2025Q1: 15,801 shares; 2025Q2: 20,051 shares; 2025Q3: 25,941 shares; 2025Q4: 27,641 shares; 2026Q1: 88,425 shares 88,425 $1.94M 1.22% +60,784 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,124 shares; 2025Q1: 14,459 shares; 2025Q2: 14,499 shares; 2025Q3: 14,849 shares; 2025Q4: 14,849 shares; 2026Q1: 21,596 shares 21,596 $1.78M 1.12% +6,747 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 852 shares; 2025Q1: 852 shares; 2025Q2: 699 shares; 2025Q3: 699 shares; 2025Q4: 699 shares; 2026Q1: 2,364 shares 2,364 $1.67M 1.06% +1,665 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,440 shares; 2025Q1: 11,338 shares; 2025Q2: 11,130 shares; 2025Q3: 11,130 shares; 2025Q4: 11,130 shares; 2026Q1: 51,585 shares 51,585 $1.59M 1% +40,455 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,668 shares; 2025Q1: 4,176 shares; 2025Q2: 4,312 shares; 2025Q3: 4,584 shares; 2025Q4: 4,439 shares; 2026Q1: 4,615 shares 4,615 $1.48M 0.93% +176 Timeline IBDW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 7,100 shares; 2025Q2: 12,600 shares; 2025Q3: 20,400 shares; 2025Q4: 22,200 shares; 2026Q1: 66,534 shares 66,534 $1.39M 0.88% +44,334 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,310 shares; 2025Q1: 3,360 shares; 2025Q2: 3,365 shares; 2025Q3: 3,365 shares; 2025Q4: 3,215 shares; 2026Q1: 3,885 shares 3,885 $1.28M 0.81% +670 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,352 shares; 2025Q1: 5,792 shares; 2025Q2: 5,712 shares; 2025Q3: 5,842 shares; 2025Q4: 11,324 shares; 2026Q1: 20,112 shares 20,112 $1.22M 0.77% +8,788 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 1,767 shares 1,767 $1.15M 0.73% +1,741 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,629 shares; 2025Q1: 8,471 shares; 2025Q2: 8,920 shares; 2025Q3: 9,870 shares; 2025Q4: 9,877 shares; 2026Q1: 11,856 shares 11,856 $1.13M 0.72% +1,979 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 850 shares; 2025Q2: 6,850 shares; 2025Q3: 13,850 shares; 2025Q4: 15,150 shares; 2026Q1: 43,024 shares 43,024 $1.1M 0.69% +27,874 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,718 shares; 2025Q1: 8,638 shares; 2025Q2: 7,668 shares; 2025Q3: 7,638 shares; 2025Q4: 15,146 shares; 2026Q1: 23,004 shares 23,004 $1.06M 0.67% +7,858 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,818 shares; 2025Q1: 19,818 shares; 2025Q2: 19,818 shares; 2025Q3: 19,818 shares; 2025Q4: 19,818 shares; 2026Q1: 26,679 shares 26,679 $1.01M 0.64% +6,861 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,871 shares; 2025Q1: 23,036 shares; 2025Q2: 24,006 shares; 2025Q3: 26,106 shares; 2025Q4: 26,106 shares; 2026Q1: 27,000 shares 27,000 $970K 0.61% +894 Timeline XLB 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,476 shares; 2025Q1: 5,856 shares; 2025Q2: 4,876 shares; 2025Q3: 4,886 shares; 2025Q4: 9,862 shares; 2026Q1: 18,822 shares 18,822 $886K 0.56% +8,960 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,995 shares; 2025Q1: 12,915 shares; 2025Q2: 10,855 shares; 2025Q3: 10,210 shares; 2025Q4: 10,480 shares; 2026Q1: 19,642 shares 19,642 $762K 0.48% +9,162 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,120 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 2,120 shares; 2026Q1: 2,620 shares 2,620 $753K 0.48% +500 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,015 shares; 2025Q1: 10,615 shares; 2025Q2: 10,615 shares; 2025Q3: 11,015 shares; 2025Q4: 11,015 shares; 2026Q1: 30,946 shares 30,946 $710K 0.45% +19,931 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,194 shares; 2025Q1: 21,144 shares; 2025Q2: 21,344 shares; 2025Q3: 21,994 shares; 2025Q4: 22,694 shares; 2026Q1: 27,394 shares 27,394 $697K 0.44% +4,700 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,714 shares; 2025Q1: 4,714 shares; 2025Q2: 4,614 shares; 2025Q3: 4,614 shares; 2025Q4: 4,614 shares; 2026Q1: 6,470 shares 6,470 $668K 0.42% +1,856 Timeline IBMR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,200 shares; 2025Q1: 19,350 shares; 2025Q2: 19,700 shares; 2025Q3: 20,400 shares; 2025Q4: 20,400 shares; 2026Q1: 26,000 shares 26,000 $659K 0.42% +5,600 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 2,240 shares 2,240 $643K 0.41% +640 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,204 shares; 2025Q1: 23,394 shares; 2025Q2: 23,794 shares; 2025Q3: 24,344 shares; 2025Q4: 24,344 shares; 2026Q1: 24,594 shares 24,594 $630K 0.4% +250 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,771 shares; 2025Q1: 2,864 shares; 2025Q2: 6,503 shares; 2025Q3: 7,438 shares; 2025Q4: 7,601 shares; 2026Q1: 8,151 shares 8,151 $612K 0.39% +550 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,251 shares; 2025Q1: 6,186 shares; 2025Q2: 6,186 shares; 2025Q3: 6,186 shares; 2025Q4: 6,306 shares; 2026Q1: 5,476 shares 5,476 $597K 0.38% -830 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,320 shares; 2025Q1: 2,460 shares; 2025Q2: 2,625 shares; 2025Q3: 2,625 shares; 2025Q4: 2,625 shares; 2026Q1: 2,845 shares 2,845 $593K 0.37% +220 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,971 shares; 2025Q1: 15,460 shares; 2025Q2: 15,460 shares; 2025Q3: 15,460 shares; 2025Q4: 15,460 shares; 2026Q1: 15,460 shares 15,460 $579K 0.37% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,400 shares; 2025Q3: 5,250 shares; 2025Q4: 5,900 shares; 2026Q1: 22,390 shares 22,390 $579K 0.37% +16,490 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 100 shares; 2025Q1: 100 shares; 2025Q2: 100 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 1,864 shares 1,864 $548K 0.35% +1,764 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,160 shares; 2025Q1: 19,160 shares; 2025Q2: 19,160 shares; 2025Q3: 20,360 shares; 2025Q4: 20,360 shares; 2026Q1: 21,060 shares 21,060 $538K 0.34% +700 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 603 shares; 2025Q1: 603 shares; 2025Q2: 603 shares; 2025Q3: 603 shares; 2025Q4: 603 shares; 2026Q1: 4,082 shares 4,082 $526K 0.33% +3,479 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,968 shares; 2025Q1: 3,728 shares; 2025Q2: 3,868 shares; 2025Q3: 4,296 shares; 2025Q4: 4,061 shares; 2026Q1: 4,663 shares 4,663 $515K 0.32% +602 Timeline EMLP 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,343 shares; 2025Q1: 11,343 shares; 2025Q2: 11,343 shares; 2025Q3: 11,343 shares; 2025Q4: 11,343 shares; 2026Q1: 11,743 shares 11,743 $513K 0.32% +400 Timeline BANK OF AMER CORP 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 411 shares 411 $490K 0.31% +405 ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,100 shares; 2025Q1: 1,250 shares; 2025Q2: 1,300 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 2,049 shares 2,049 $448K 0.28% +549 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,010 shares; 2026Q1: 23,010 shares 23,010 $423K 0.27% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,772 shares; 2025Q1: 5,085 shares; 2025Q2: 5,115 shares; 2025Q3: 5,115 shares; 2025Q4: 5,085 shares; 2026Q1: 5,085 shares 5,085 $405K 0.26% 0 Timeline ENFR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,100 shares; 2025Q1: 7,600 shares; 2025Q2: 7,800 shares; 2025Q3: 7,800 shares; 2025Q4: 7,300 shares; 2026Q1: 10,378 shares 10,378 $397K 0.25% +3,078 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,050 shares; 2025Q1: 2,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,550 shares; 2025Q4: 3,450 shares; 2026Q1: 3,450 shares 3,450 $366K 0.23% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 390 shares; 2025Q1: 660 shares; 2025Q2: 660 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 729 shares 729 $349K 0.22% +69 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,025 shares; 2025Q1: 2,025 shares; 2025Q2: 2,025 shares; 2025Q3: 2,025 shares; 2025Q4: 2,025 shares; 2026Q1: 2,025 shares 2,025 $342K 0.22% 0 Timeline DTEC ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,456 shares; 2025Q1: 5,456 shares; 2025Q2: 5,456 shares; 2025Q3: 5,456 shares; 2025Q4: 5,456 shares; 2026Q1: 7,763 shares 7,763 $336K 0.21% +2,307 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,230 shares; 2025Q1: 1,430 shares; 2025Q2: 1,480 shares; 2025Q3: 1,773 shares; 2025Q4: 1,773 shares; 2026Q1: 1,913 shares 1,913 $334K 0.21% +140 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,296 shares; 2025Q1: 1,754 shares; 2025Q2: 1,754 shares; 2025Q3: 1,639 shares; 2025Q4: 1,604 shares; 2026Q1: 2,187 shares 2,187 $332K 0.21% +583 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,601 shares; 2025Q1: 3,701 shares; 2025Q2: 3,971 shares; 2025Q3: 3,971 shares; 2025Q4: 3,971 shares; 2026Q1: 3,971 shares 3,971 $316K 0.2% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,506 shares; 2025Q1: 1,506 shares; 2025Q2: 1,506 shares; 2025Q3: 1,506 shares; 2025Q4: 1,506 shares; 2026Q1: 1,506 shares 1,506 $308K 0.19% 0 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 818 shares 818 $303K 0.19% +178 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 806 shares 806 $284K 0.18% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,594 shares; 2025Q1: 4,594 shares; 2025Q2: 4,594 shares; 2025Q3: 4,594 shares; 2025Q4: 4,074 shares; 2026Q1: 2,901 shares 2,901 $268K 0.17% -1,173 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares; 2025Q3: 3,200 shares; 2025Q4: 3,200 shares; 2026Q1: 5,976 shares 5,976 $261K 0.16% +2,776 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,478 shares; 2025Q1: 6,478 shares; 2025Q2: 6,478 shares; 2025Q3: 7,478 shares; 2025Q4: 7,478 shares; 2026Q1: 7,478 shares 7,478 $251K 0.16% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,354 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,354 shares; 2026Q1: 1,354 shares 1,354 $247K 0.16% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares; 2025Q3: 650 shares; 2025Q4: 650 shares; 2026Q1: 780 shares 780 $241K 0.15% +130 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 683 shares; 2025Q1: 683 shares; 2025Q2: 683 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 985 shares 985 $241K 0.15% +302 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,149 shares; 2025Q1: 3,149 shares; 2025Q2: 3,149 shares; 2025Q3: 3,549 shares; 2025Q4: 3,639 shares; 2026Q1: 3,297 shares 3,297 $240K 0.15% -342 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,275 shares 2,275 $226K 0.14% new Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 640 shares; 2025Q1: 640 shares; 2025Q2: 640 shares; 2025Q3: 640 shares; 2025Q4: 640 shares; 2026Q1: 665 shares 665 $191K 0.12% +25 Timeline BANCROFT FD LTD PFD CUM SER… BANCROFT FD LTD PFD CUM SER A More: the full row for BANCROFT FD LTD PFD CUM SER A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,482 shares; 2025Q1: 9,482 shares; 2025Q2: 9,482 shares; 2025Q3: 9,482 shares; 2025Q4: 8,791 shares; 2026Q1: 8,791 shares 8,791 $188K 0.12% 0 GABELLI EQUITY TR INC GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,300 shares; 2025Q3: 9,800 shares; 2025Q4: 9,800 shares; 2026Q1: 9,000 shares 9,000 $182K 0.11% -800 IBMS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,120 shares; 2025Q1: 4,120 shares; 2025Q2: 5,520 shares; 2025Q3: 5,670 shares; 2025Q4: 6,820 shares; 2026Q1: 6,820 shares 6,820 $176K 0.11% 0 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,650 shares; 2025Q1: 2,650 shares; 2025Q2: 2,650 shares; 2025Q3: 2,650 shares; 2025Q4: 2,650 shares; 2026Q1: 2,650 shares 2,650 $175K 0.11% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,388 shares; 2025Q2: 2,388 shares; 2025Q3: 2,388 shares; 2025Q4: 2,388 shares; 2026Q1: 2,388 shares 2,388 $171K 0.11% 0 Timeline GABELLI MULTIMEDIA TR INC GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,197 shares; 2025Q1: 9,197 shares; 2025Q2: 8,997 shares; 2025Q3: 8,297 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $163K 0.1% 0 LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 541 shares; 2025Q1: 541 shares; 2025Q2: 541 shares; 2025Q3: 541 shares; 2025Q4: 541 shares; 2026Q1: 541 shares 541 $154K 0.1% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 215 shares; 2025Q3: 215 shares; 2025Q4: 192 shares; 2026Q1: 152 shares 152 $151K 0.1% -40 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $149K 0.09% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58 shares; 2025Q1: 58 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 600 shares 600 $146K 0.09% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 450 shares; 2025Q1: 452 shares; 2025Q2: 455 shares; 2025Q3: 457 shares; 2025Q4: 459 shares; 2026Q1: 462 shares 462 $144K 0.09% +3 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,830 shares; 2025Q4: 2,830 shares; 2026Q1: 2,830 shares 2,830 $141K 0.09% 0 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,075 shares; 2025Q1: 6,503 shares; 2025Q2: 5,528 shares; 2025Q3: 4,885 shares; 2025Q4: 3,833 shares; 2026Q1: 3,683 shares 3,683 $135K 0.08% -150 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,667 shares 1,667 $132K 0.08% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,622 shares 2,622 $131K 0.08% new Timeline NTRSO NORTHERN TR CORP DEP SHS REPST More: the full row for NORTHERN TR CORP DEP SHS REPST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,400 shares; 2025Q1: 11,650 shares; 2025Q2: 11,650 shares; 2025Q3: 8,525 shares; 2025Q4: 8,425 shares; 2026Q1: 6,925 shares 6,925 $129K 0.08% -1,500 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,275 shares 1,275 $128K 0.08% new Timeline CMDY ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,600 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 2,145 shares 2,145 $127K 0.08% +645 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 722 shares; 2025Q1: 562 shares; 2025Q2: 562 shares; 2025Q3: 562 shares; 2025Q4: 562 shares; 2026Q1: 586 shares 586 $127K 0.08% +24 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 990 shares; 2025Q1: 990 shares; 2025Q2: 990 shares; 2025Q3: 990 shares; 2025Q4: 990 shares; 2026Q1: 990 shares 990 $123K 0.08% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: 1,345 shares 1,345 $122K 0.08% +345 Timeline FJUL 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,193 shares 2,193 $121K 0.08% new Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,157 shares; 2025Q1: 4,757 shares; 2025Q2: 4,757 shares; 2025Q3: 5,257 shares; 2025Q4: 5,257 shares; 2026Q1: 5,257 shares 5,257 $116K 0.07% 0 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,452 shares; 2025Q2: 1,455 shares; 2025Q3: 1,458 shares; 2025Q4: 1,459 shares; 2026Q1: 1,462 shares 1,462 $109K 0.07% +3 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 192 shares; 2025Q1: 192 shares; 2025Q2: 192 shares; 2025Q3: 432 shares; 2025Q4: 532 shares; 2026Q1: 510 shares 510 $107K 0.07% -22 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $107K 0.07% 0 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 243 shares; 2025Q3: 243 shares; 2025Q4: 243 shares; 2026Q1: 414 shares 414 $105K 0.07% +171 Timeline GABELLI DIVID & INCOME TR GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,814 shares; 2025Q1: 14,714 shares; 2025Q2: 14,714 shares; 2025Q3: 9,514 shares; 2025Q4: 7,014 shares; 2026Q1: 5,614 shares 5,614 $102K 0.06% -1,400 TVC TENNESSEE VY AUTH More: the full row for TENNESSEE VY AUTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,037 shares; 2025Q1: 5,037 shares; 2025Q2: 5,037 shares; 2025Q3: 4,037 shares; 2025Q4: 4,037 shares; 2026Q1: 4,037 shares 4,037 $98.9K 0.06% 0 Timeline BUFR 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,924 shares 2,924 $98.7K 0.06% new Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 900 shares; 2025Q4: 900 shares; 2026Q1: 900 shares 900 $98.3K 0.06% 0 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,900 shares; 2025Q4: 1,900 shares; 2026Q1: 3,550 shares 3,550 $92.5K 0.06% +1,650 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $87.5K 0.06% new Timeline ITDF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,336 shares 2,336 $85.6K 0.05% new Timeline ABRDN INCOME CREDIT STRATEG… ABRDN INCOME CREDIT STRATEGIES More: the full row for ABRDN INCOME CREDIT STRATEGIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,800 shares; 2025Q1: 7,300 shares; 2025Q2: 7,300 shares; 2025Q3: 5,000 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $85K 0.05% 0 EE EXCELERATE ENERGY INC More: the full row for EXCELERATE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,500 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $83.5K 0.05% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 800 shares; 2025Q2: 900 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,150 shares 1,150 $82.7K 0.05% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,069 shares; 2025Q1: 2,069 shares; 2025Q2: 2,069 shares; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares; 2026Q1: 2,116 shares 2,116 $82.4K 0.05% +47 Timeline FRANKLIN BSP RLTY TR INC PF… FRANKLIN BSP RLTY TR INC PFD C More: the full row for FRANKLIN BSP RLTY TR INC PFD C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,200 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 4,200 shares; 2026Q1: 4,200 shares 4,200 $80.8K 0.05% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 1,150 shares; 2025Q3: 1,150 shares; 2025Q4: 1,150 shares; 2026Q1: 1,522 shares 1,522 $80.1K 0.05% +372 Timeline PUBLIC STORAGE DEP SHS REPS… PUBLIC STORAGE DEP SHS REPSTG More: the full row for PUBLIC STORAGE DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,500 shares; 2025Q1: 4,500 shares; 2025Q2: 4,500 shares; 2025Q3: 4,500 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $78.4K 0.05% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 280 shares; 2025Q1: 280 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 997 shares 997 $77.4K 0.05% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $75.8K 0.05% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 155 shares; 2025Q1: 455 shares; 2025Q2: 455 shares; 2025Q3: 300 shares; 2025Q4: not reported; 2026Q1: 3,700 shares 3,700 $75.5K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 428 shares; 2026Q1: 999 shares 999 $73.1K 0.05% +571 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 1,042 shares 1,042 $72.3K 0.05% 0 Timeline SPHD 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,363 shares; 2025Q4: 1,363 shares; 2026Q1: 1,363 shares 1,363 $67.6K 0.04% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 195 shares; 2025Q3: 248 shares; 2025Q4: 283 shares; 2026Q1: 476 shares 476 $65.8K 0.04% +193 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,015 shares; 2025Q1: 1,015 shares; 2025Q2: 933 shares; 2025Q3: 933 shares; 2025Q4: 933 shares; 2026Q1: 933 shares 933 $63.9K 0.04% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 800 shares; 2025Q4: 900 shares; 2026Q1: 1,100 shares 1,100 $61.9K 0.04% +200 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 5,339 shares; 2025Q2: 5,313 shares; 2025Q3: 5,183 shares; 2025Q4: 5,242 shares; 2026Q1: 5,300 shares 5,300 $61.2K 0.04% +58 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 30 shares; 2025Q3: 40 shares; 2025Q4: 40 shares; 2026Q1: 65 shares 65 $59.8K 0.04% +25 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 520 shares; 2025Q1: 632 shares; 2025Q2: 432 shares; 2025Q3: 432 shares; 2025Q4: 432 shares; 2026Q1: 432 shares 432 $59.8K 0.04% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 177 shares; 2025Q1: 89 shares; 2025Q2: 89 shares; 2025Q3: 89 shares; 2025Q4: 89 shares; 2026Q1: 552 shares 552 $50.5K 0.03% +463 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 251 shares; 2025Q1: 251 shares; 2025Q2: 251 shares; 2025Q3: 251 shares; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $48.4K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 230 shares 230 $47.6K 0.03% +30 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 435 shares; 2025Q2: 435 shares; 2025Q3: 435 shares; 2025Q4: 435 shares; 2026Q1: 435 shares 435 $46.3K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 156 shares; 2025Q4: 156 shares; 2026Q1: 156 shares 156 $43.7K 0.03% 0 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 826 shares 826 $42.1K 0.03% new Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $41.9K 0.03% new Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares 400 $40.1K 0.03% 0 Timeline KNG 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,825 shares; 2025Q1: 2,825 shares; 2025Q2: 2,825 shares; 2025Q3: 2,825 shares; 2025Q4: 850 shares; 2026Q1: 800 shares 800 $39K 0.02% -50 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 515 shares; 2025Q3: 515 shares; 2025Q4: 515 shares; 2026Q1: 515 shares 515 $38.7K 0.02% 0 Timeline PUBLIC STORAGE DEP SH REP 1… PUBLIC STORAGE DEP SH REP 1/10 More: the full row for PUBLIC STORAGE DEP SH REP 1/10 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,200 shares 2,200 $38.5K 0.02% -400 ICAGY INTERNATIONAL CONS AIRLS GRP More: the full row for INTERNATIONAL CONS AIRLS GRP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $38.1K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 703 shares; 2025Q3: 703 shares; 2025Q4: 703 shares; 2026Q1: 703 shares 703 $38K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 279 shares; 2025Q1: 279 shares; 2025Q2: 279 shares; 2025Q3: 279 shares; 2025Q4: 279 shares; 2026Q1: 279 shares 279 $36.8K 0.02% 0 Timeline XSLV 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,027 shares; 2025Q1: 1,016 shares; 2025Q2: 708 shares; 2025Q3: 697 shares; 2025Q4: not reported; 2026Q1: 746 shares 746 $35.2K 0.02% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 137 shares; 2025Q4: 137 shares; 2026Q1: 202 shares 202 $33.2K 0.02% +65 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 12 shares; 2025Q3: 12 shares; 2025Q4: 12 shares; 2026Q1: 714 shares 714 $32.6K 0.02% +702 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 114 shares; 2026Q1: 264 shares 264 $30.5K 0.02% +150 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 230 shares; 2025Q1: 230 shares; 2025Q2: 230 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 100 shares 100 $30.2K 0.02% -100 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 228 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 177 shares 177 $30K 0.02% -51 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,787 shares; 2025Q2: 3,787 shares; 2025Q3: 3,787 shares; 2025Q4: 3,787 shares; 2026Q1: 3,787 shares 3,787 $26.9K 0.02% 0 Timeline ITDD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 745 shares 745 $26K 0.02% new Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 547 shares 547 $24.7K 0.02% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 229 shares; 2025Q1: 229 shares; 2025Q2: 229 shares; 2025Q3: 229 shares; 2025Q4: 229 shares; 2026Q1: 529 shares 529 $24.2K 0.02% +300 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 834 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 834 shares; 2025Q4: 834 shares; 2026Q1: 834 shares 834 $24.2K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 215 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 250 shares 250 $22.9K 0.01% new Timeline EAT BRINKER INTL INC More: the full row for BRINKER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140 shares; 2025Q3: 140 shares; 2025Q4: 140 shares; 2026Q1: 160 shares 160 $22.8K 0.01% +20 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 201 shares; 2025Q1: 201 shares; 2025Q2: 201 shares; 2025Q3: 201 shares; 2025Q4: 201 shares; 2026Q1: 201 shares 201 $22.8K 0.01% 0 Timeline GABELLI DIVID & INCO GABELLI DIVID & INCO More: the full row for GABELLI DIVID & INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $22.2K 0.01% 0 GABELLI EQUITY TR INCPFD SE… GABELLI EQUITY TR INCPFD SER K More: the full row for GABELLI EQUITY TR INCPFD SER K Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $20.8K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 815 shares; 2025Q1: 594 shares; 2025Q2: 594 shares; 2025Q3: 594 shares; 2025Q4: 594 shares; 2026Q1: 404 shares 404 $20.2K 0.01% -190 Timeline PUBLIC STORAGE DEP SHS REPS… PUBLIC STORAGE DEP SHS REPSTG More: the full row for PUBLIC STORAGE DEP SHS REPSTG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $19.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $18.7K 0.01% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 110 shares; 2025Q3: 50 shares; 2025Q4: 50 shares; 2026Q1: 50 shares 50 $18.6K 0.01% 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 240 shares 240 $18.3K 0.01% 0 Timeline RIVERNORTH / DOUBLELINE RIVERNORTH / DOUBLELINE More: the full row for RIVERNORTH / DOUBLELINE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $18.1K 0.01% 0 BLSH BULLISH More: the full row for BULLISH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $17.9K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 784 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $16.9K 0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45 shares 45 $15.4K 0.01% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 105 shares 105 $15.3K 0.01% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: 209 shares; 2025Q4: 209 shares; 2026Q1: 209 shares 209 $15.3K 0.01% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $14.4K 0.01% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,613 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $14K 0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $13.1K 0.01% 0 Timeline IBHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 151 shares; 2025Q1: 151 shares; 2025Q2: 151 shares; 2025Q3: 551 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551 $12.8K 0.01% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 153 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 181 shares 181 $11.7K 0.01% +137 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60 shares; 2025Q4: 759 shares; 2026Q1: 150 shares 150 $11.6K 0.01% -609 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 392 shares; 2025Q3: 392 shares; 2025Q4: 392 shares; 2026Q1: 392 shares 392 $11.4K 0.01% 0 Timeline RIVERNORTH OPPORTUNITIES FD… RIVERNORTH OPPORTUNITIES FD IN More: the full row for RIVERNORTH OPPORTUNITIES FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $11.1K 0.01% 0 AIRR 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100 shares 100 $11.1K 0.01% new 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222 shares 222 $10.8K 0.01% new Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 205 shares 205 $10.2K 0.01% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 94 shares; 2025Q1: 94 shares; 2025Q2: 94 shares; 2025Q3: 94 shares; 2025Q4: 94 shares; 2026Q1: 47 shares 47 $10.2K 0.01% -47 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 231 shares; 2025Q1: 231 shares; 2025Q2: 231 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 50 shares 50 $8.68K 0.01% -50 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 391 shares 391 $7.54K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37 shares; 2025Q1: 37 shares; 2025Q2: 37 shares; 2025Q3: 37 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $5.39K <0.01% 0 Timeline SMLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35 shares 35 $4.76K <0.01% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 22 shares; 2025Q4: 22 shares; 2026Q1: 8 shares 8 $3.41K <0.01% -14 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38 shares; 2025Q1: 38 shares; 2025Q2: 38 shares; 2025Q3: 38 shares; 2025Q4: 38 shares; 2026Q1: 14 shares 14 $2.99K <0.01% -24 Timeline IBMT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $2.57K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32 shares 32 $2.01K <0.01% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 20 shares; 2025Q3: 20 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.95K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 242 shares; 2025Q1: 242 shares; 2025Q2: 242 shares; 2025Q3: 242 shares; 2025Q4: 20 shares; 2026Q1: 20 shares 20 $1.93K <0.01% 0 Timeline PHDG 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 26 shares 26 $982 <0.01% 0 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; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23 shares 23 $669 <0.01% new Timeline HYPD HYPERION DEFI INC More: the full row for HYPERION DEFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 90 shares; 2025Q2: 90 shares; 2025Q3: 90 shares; 2025Q4: 90 shares; 2026Q1: 90 shares 90 $311 <0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $121 <0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 2 shares; 2025Q4: 2 shares; 2026Q1: 2 shares 2 $98 <0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $43 <0.01% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 0 shares 0 $7 <0.01% new Amount filed as zero, left out of ratios. Timeline