AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315,295 shares; 2024Q4: 2,462,412 shares; 2025Q1: 2,483,580 shares; 2025Q2: 2,492,034 shares; 2025Q3: 2,578,796 shares; 2025Q4: 2,610,276 shares; 2026Q1: 2,633,904 shares 2,633,904 $263M 14.17% +23,628 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; 2024Q2: restricted; 2024Q3: 1,619,374 shares; 2024Q4: 4,874,788 shares; 2025Q1: 4,893,337 shares; 2025Q2: 4,883,682 shares; 2025Q3: 4,805,946 shares; 2025Q4: 4,719,541 shares; 2026Q1: 4,607,337 shares 4,607,337 $116M 6.23% -112,204 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: 399,705 shares; 2024Q4: 427,958 shares; 2025Q1: 445,690 shares; 2025Q2: 473,269 shares; 2025Q3: 474,488 shares; 2025Q4: 499,930 shares; 2026Q1: 547,477 shares 547,477 $107M 5.79% +47,547 Timeline IJH 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: 2,296,845 shares; 2024Q4: 2,677,120 shares; 2025Q1: 2,671,642 shares; 2025Q2: 2,041,023 shares; 2025Q3: 1,649,266 shares; 2025Q4: 1,412,318 shares; 2026Q1: 1,413,879 shares 1,413,879 $95.5M 5.15% +1,561 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: 238,579 shares; 2024Q4: 237,040 shares; 2025Q1: 231,388 shares; 2025Q2: 228,401 shares; 2025Q3: 303,453 shares; 2025Q4: 330,146 shares; 2026Q1: 355,004 shares 355,004 $88M 4.74% +24,858 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: 129,563 shares; 2024Q4: 129,168 shares; 2025Q1: 128,458 shares; 2025Q2: 128,899 shares; 2025Q3: 129,176 shares; 2025Q4: 132,174 shares; 2026Q1: 134,713 shares 134,713 $88M 4.74% +2,539 Timeline IJR 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: 776,554 shares; 2024Q4: 770,789 shares; 2025Q1: 776,706 shares; 2025Q2: 675,782 shares; 2025Q3: 634,484 shares; 2025Q4: 636,486 shares; 2026Q1: 664,311 shares 664,311 $82.6M 4.45% +27,825 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 784,924 shares; 2024Q4: 784,749 shares; 2025Q1: 784,421 shares; 2025Q2: 783,700 shares; 2025Q3: 783,700 shares; 2025Q4: 783,700 shares; 2026Q1: 783,700 shares 783,700 $77.1M 4.15% 0 Timeline BRK-A 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 reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 86 shares; 2026Q1: 93 shares 93 $66.8M 3.6% +7 Timeline SEZL SEZZLE INC More: the full row for SEZZLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 913,042 shares; 2026Q1: 886,642 shares 886,642 $56.1M 3.02% -26,400 Timeline EFA 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: 846,895 shares; 2024Q4: 777,672 shares; 2025Q1: 642,312 shares; 2025Q2: 629,911 shares; 2025Q3: 621,783 shares; 2025Q4: 606,562 shares; 2026Q1: 572,146 shares 572,146 $55.6M 2.99% -34,416 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: 242,442 shares; 2024Q4: 240,256 shares; 2025Q1: 230,314 shares; 2025Q2: 227,672 shares; 2025Q3: 244,431 shares; 2025Q4: 224,153 shares; 2026Q1: 214,235 shares 214,235 $54.4M 2.93% -9,918 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: 294,890 shares; 2024Q4: 289,989 shares; 2025Q1: 255,468 shares; 2025Q2: 243,664 shares; 2025Q3: 232,446 shares; 2025Q4: 229,404 shares; 2026Q1: 222,751 shares 222,751 $46.4M 2.5% -6,653 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 863,821 shares; 2024Q4: 847,176 shares; 2025Q1: 826,968 shares; 2025Q2: 788,483 shares; 2025Q3: 767,507 shares; 2025Q4: 732,955 shares; 2026Q1: 723,052 shares 723,052 $40.9M 2.2% -9,903 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: 96,586 shares; 2024Q4: 95,928 shares; 2025Q1: 95,383 shares; 2025Q2: 92,951 shares; 2025Q3: 99,393 shares; 2025Q4: 93,306 shares; 2026Q1: 92,370 shares 92,370 $39.4M 2.12% -936 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: 209,146 shares; 2024Q4: 220,544 shares; 2025Q1: 215,258 shares; 2025Q2: 202,561 shares; 2025Q3: 201,195 shares; 2025Q4: 197,095 shares; 2026Q1: 225,310 shares 225,310 $31.2M 1.68% +28,215 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: 42,603 shares; 2024Q4: 57,795 shares; 2025Q1: 55,477 shares; 2025Q2: 51,461 shares; 2025Q3: 49,666 shares; 2025Q4: 49,774 shares; 2026Q1: 57,578 shares 57,578 $27.6M 1.49% +7,804 Timeline IWP 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: 227,576 shares; 2024Q4: 223,403 shares; 2025Q1: 217,406 shares; 2025Q2: 206,230 shares; 2025Q3: 200,795 shares; 2025Q4: 187,039 shares; 2026Q1: 176,108 shares 176,108 $22.6M 1.22% -10,931 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,424 shares; 2024Q4: 94,027 shares; 2025Q1: 112,931 shares; 2025Q2: 113,560 shares; 2025Q3: 100,811 shares; 2025Q4: 106,478 shares; 2026Q1: 132,568 shares 132,568 $22M 1.19% +26,090 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; 2024Q2: restricted; 2024Q3: 487,458 shares; 2024Q4: 466,261 shares; 2025Q1: 373,976 shares; 2025Q2: 364,214 shares; 2025Q3: 363,145 shares; 2025Q4: 347,858 shares; 2026Q1: 339,208 shares 339,208 $21.7M 1.17% -8,650 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185,379 shares; 2024Q4: 996,864 shares; 2025Q1: 956,895 shares; 2025Q2: 505,938 shares; 2025Q3: 376,574 shares; 2025Q4: 376,574 shares; 2026Q1: 376,574 shares 376,574 $21.3M 1.15% 0 Timeline EFV 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: 250,638 shares; 2024Q4: 254,015 shares; 2025Q1: 252,005 shares; 2025Q2: 247,203 shares; 2025Q3: 242,948 shares; 2025Q4: 238,444 shares; 2026Q1: 234,801 shares 234,801 $17.5M 0.94% -3,643 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: 23,643 shares; 2024Q4: 23,843 shares; 2025Q1: 24,158 shares; 2025Q2: 26,668 shares; 2025Q3: 26,499 shares; 2025Q4: 25,393 shares; 2026Q1: 23,577 shares 23,577 $15.3M 0.83% -1,816 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: 22,044 shares; 2024Q4: 37,584 shares; 2025Q1: 37,467 shares; 2025Q2: 39,128 shares; 2025Q3: 42,196 shares; 2025Q4: 41,501 shares; 2026Q1: 41,240 shares 41,240 $15.3M 0.82% -261 Timeline ESML 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: 344,542 shares; 2024Q4: 341,382 shares; 2025Q1: 351,963 shares; 2025Q2: 322,711 shares; 2025Q3: 302,109 shares; 2025Q4: 300,948 shares; 2026Q1: 299,191 shares 299,191 $14.1M 0.76% -1,757 Timeline EAGG 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: 188,920 shares; 2024Q4: 185,932 shares; 2025Q1: 219,617 shares; 2025Q2: 237,327 shares; 2025Q3: 245,983 shares; 2025Q4: 249,800 shares; 2026Q1: 287,506 shares 287,506 $13.7M 0.74% +37,706 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 357,761 shares; 2025Q3: 428,900 shares; 2025Q4: 438,075 shares; 2026Q1: 154,210 shares 154,210 $12.7M 0.69% -283,865 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: 71,840 shares; 2024Q4: 71,820 shares; 2025Q1: 71,248 shares; 2025Q2: 62,182 shares; 2025Q3: 75,439 shares; 2025Q4: 69,008 shares; 2026Q1: 68,989 shares 68,989 $12M 0.65% -19 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: 1,300,211 shares; 2024Q4: 555,152 shares; 2025Q1: 159,831 shares; 2025Q2: 154,016 shares; 2025Q3: 152,139 shares; 2025Q4: 149,560 shares; 2026Q1: 159,436 shares 159,436 $12M 0.65% +9,876 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: 29,246 shares; 2024Q4: 30,997 shares; 2025Q1: 31,698 shares; 2025Q2: 32,725 shares; 2025Q3: 35,953 shares; 2025Q4: 38,599 shares; 2026Q1: 36,822 shares 36,822 $10.6M 0.57% -1,777 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,019 shares; 2024Q4: 51,024 shares; 2025Q1: 51,071 shares; 2025Q2: 52,200 shares; 2025Q3: 51,943 shares; 2025Q4: 52,270 shares; 2026Q1: 51,842 shares 51,842 $10.5M 0.57% -428 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: 340,212 shares; 2024Q4: 787,588 shares; 2025Q1: 846,162 shares; 2025Q2: 800,006 shares; 2025Q3: 427,205 shares; 2025Q4: 297,794 shares; 2026Q1: 283,533 shares 283,533 $9.19M 0.5% -14,261 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: 3,201 shares; 2024Q4: 2,861 shares; 2025Q1: 3,573 shares; 2025Q2: 29,557 shares; 2025Q3: 29,328 shares; 2025Q4: 29,216 shares; 2026Q1: 29,308 shares 29,308 $8.42M 0.45% +92 Timeline ONB OLD NATL BANCORP IND More: the full row for OLD NATL BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293,406 shares; 2024Q4: 278,002 shares; 2025Q1: 278,002 shares; 2025Q2: 372,895 shares; 2025Q3: 450,040 shares; 2025Q4: 366,545 shares; 2026Q1: 366,545 shares 366,545 $8.1M 0.44% 0 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; 2024Q2: restricted; 2024Q3: 206,959 shares; 2024Q4: 201,257 shares; 2025Q1: 194,861 shares; 2025Q2: 192,735 shares; 2025Q3: 186,356 shares; 2025Q4: 170,003 shares; 2026Q1: 168,807 shares 168,807 $7.74M 0.42% -1,196 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; 2024Q2: restricted; 2024Q3: 21,977 shares; 2024Q4: 21,454 shares; 2025Q1: 20,720 shares; 2025Q2: 20,670 shares; 2025Q3: 20,592 shares; 2025Q4: 20,020 shares; 2026Q1: 19,535 shares 19,535 $7.18M 0.39% -485 Timeline SUSA 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: 61,920 shares; 2024Q4: 59,968 shares; 2025Q1: 59,733 shares; 2025Q2: 55,584 shares; 2025Q3: 56,635 shares; 2025Q4: 50,696 shares; 2026Q1: 52,961 shares 52,961 $7M 0.38% +2,265 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; 2024Q2: restricted; 2024Q3: 13,479 shares; 2024Q4: 13,494 shares; 2025Q1: 13,933 shares; 2025Q2: 25,456 shares; 2025Q3: 25,482 shares; 2025Q4: 25,301 shares; 2026Q1: 26,080 shares 26,080 $6.83M 0.37% +779 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: 81,912 shares; 2024Q4: 80,163 shares; 2025Q1: 74,197 shares; 2025Q2: 67,108 shares; 2025Q3: 60,628 shares; 2025Q4: 49,704 shares; 2026Q1: 46,804 shares 46,804 $6.82M 0.37% -2,900 Timeline DMXF 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: 53,741 shares; 2024Q4: 59,270 shares; 2025Q1: 73,051 shares; 2025Q2: 79,793 shares; 2025Q3: 79,697 shares; 2025Q4: 83,409 shares; 2026Q1: 84,629 shares 84,629 $6.39M 0.34% +1,220 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: 26,809 shares; 2024Q4: 27,591 shares; 2025Q1: 27,017 shares; 2025Q2: 30,437 shares; 2025Q3: 21,562 shares; 2025Q4: 19,801 shares; 2026Q1: 19,870 shares 19,870 $6.37M 0.34% +69 Timeline ESGD 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: 67,169 shares; 2024Q4: 65,082 shares; 2025Q1: 62,306 shares; 2025Q2: 62,476 shares; 2025Q3: 62,493 shares; 2025Q4: 64,036 shares; 2026Q1: 63,457 shares 63,457 $6.07M 0.33% -579 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: 20,801 shares; 2024Q4: 20,973 shares; 2025Q1: 20,582 shares; 2025Q2: 20,705 shares; 2025Q3: 20,399 shares; 2025Q4: 20,998 shares; 2026Q1: 20,550 shares 20,550 $6.05M 0.33% -448 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: 15,679 shares; 2024Q4: 16,277 shares; 2025Q1: 14,797 shares; 2025Q2: 14,207 shares; 2025Q3: 17,411 shares; 2025Q4: 19,187 shares; 2026Q1: 18,191 shares 18,191 $5.23M 0.28% -996 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; 2024Q2: restricted; 2024Q3: 5,085 shares; 2024Q4: 5,144 shares; 2025Q1: 5,396 shares; 2025Q2: 6,239 shares; 2025Q3: 6,377 shares; 2025Q4: 6,650 shares; 2026Q1: 7,321 shares 7,321 $4.37M 0.24% +671 Timeline OEF 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 880 shares; 2025Q4: 880 shares; 2026Q1: 12,953 shares 12,953 $4.12M 0.22% +12,073 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 120,910 shares; 2024Q4: 120,669 shares; 2025Q1: 119,922 shares; 2025Q2: 117,872 shares; 2025Q3: 118,072 shares; 2025Q4: 115,234 shares; 2026Q1: 109,461 shares 109,461 $4.07M 0.22% -5,773 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,625 shares; 2024Q4: 28,693 shares; 2025Q1: 28,625 shares; 2025Q2: 28,627 shares; 2025Q3: 28,945 shares; 2025Q4: 28,514 shares; 2026Q1: 27,784 shares 27,784 $4.04M 0.22% -730 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; 2024Q2: restricted; 2024Q3: 3,628 shares; 2024Q4: 3,718 shares; 2025Q1: 3,899 shares; 2025Q2: 3,676 shares; 2025Q3: 3,925 shares; 2025Q4: 5,916 shares; 2026Q1: 6,922 shares 6,922 $3.96M 0.21% +1,006 Timeline SUSB 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: 73,344 shares; 2024Q4: 93,480 shares; 2025Q1: 145,273 shares; 2025Q2: 162,491 shares; 2025Q3: 172,093 shares; 2025Q4: 196,915 shares; 2026Q1: 156,933 shares 156,933 $3.93M 0.21% -39,982 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; 2024Q2: restricted; 2024Q3: 3,203 shares; 2024Q4: 3,246 shares; 2025Q1: 3,290 shares; 2025Q2: 3,851 shares; 2025Q3: 3,810 shares; 2025Q4: 3,986 shares; 2026Q1: 4,250 shares 4,250 $3.91M 0.21% +264 Timeline USXF 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: 70,241 shares; 2024Q4: 77,739 shares; 2025Q1: 82,625 shares; 2025Q2: 78,611 shares; 2025Q3: 74,934 shares; 2025Q4: 72,098 shares; 2026Q1: 70,646 shares 70,646 $3.9M 0.21% -1,452 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; 2024Q2: restricted; 2024Q3: 30,030 shares; 2024Q4: 29,937 shares; 2025Q1: 29,806 shares; 2025Q2: 43,601 shares; 2025Q3: 43,608 shares; 2025Q4: 42,468 shares; 2026Q1: 43,728 shares 43,728 $3.37M 0.18% +1,260 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: 145,795 shares; 2024Q4: 50,273 shares; 2025Q1: 31,262 shares; 2025Q2: 29,707 shares; 2025Q3: 29,144 shares; 2025Q4: 30,597 shares; 2026Q1: 33,966 shares 33,966 $3.37M 0.18% +3,369 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: 14,210 shares; 2024Q4: 14,204 shares; 2025Q1: 14,847 shares; 2025Q2: 14,547 shares; 2025Q3: 14,486 shares; 2025Q4: 14,490 shares; 2026Q1: 15,464 shares 15,464 $3.3M 0.18% +974 Timeline CELC CELCUITY INC More: the full row for CELCUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,115 shares; 2024Q4: 29,115 shares; 2025Q1: 29,115 shares; 2025Q2: 29,115 shares; 2025Q3: 27,115 shares; 2025Q4: 27,115 shares; 2026Q1: 26,972 shares 26,972 $3.08M 0.17% -143 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,890 shares; 2024Q4: 66,198 shares; 2025Q1: 64,101 shares; 2025Q2: 64,107 shares; 2025Q3: 59,969 shares; 2025Q4: 60,099 shares; 2026Q1: 58,771 shares 58,771 $3.06M 0.16% -1,328 Timeline DSI 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: 37,834 shares; 2024Q4: 35,964 shares; 2025Q1: 34,213 shares; 2025Q2: 27,849 shares; 2025Q3: 26,269 shares; 2025Q4: 24,271 shares; 2026Q1: 24,716 shares 24,716 $3M 0.16% +445 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; 2024Q2: restricted; 2024Q3: 3,776 shares; 2024Q4: 4,410 shares; 2025Q1: 4,547 shares; 2025Q2: 3,970 shares; 2025Q3: 3,883 shares; 2025Q4: 4,469 shares; 2026Q1: 5,183 shares 5,183 $2.99M 0.16% +714 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: 17,331 shares; 2024Q4: 16,940 shares; 2025Q1: 17,649 shares; 2025Q2: 16,808 shares; 2025Q3: 18,134 shares; 2025Q4: 18,253 shares; 2026Q1: 17,618 shares 17,618 $2.99M 0.16% -635 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,650 shares 10,650 $2.84M 0.15% new 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: 2,650 shares; 2024Q4: 2,657 shares; 2025Q1: 2,674 shares; 2025Q2: 2,423 shares; 2025Q3: 2,490 shares; 2025Q4: 2,632 shares; 2026Q1: 2,838 shares 2,838 $2.83M 0.15% +206 Timeline IWB 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: 10,866 shares; 2024Q4: 10,867 shares; 2025Q1: 10,873 shares; 2025Q2: 10,743 shares; 2025Q3: 10,743 shares; 2025Q4: 10,511 shares; 2026Q1: 7,838 shares 7,838 $2.79M 0.15% -2,673 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; 2024Q2: restricted; 2024Q3: 7,819 shares; 2024Q4: 7,535 shares; 2025Q1: 9,065 shares; 2025Q2: 9,461 shares; 2025Q3: 10,326 shares; 2025Q4: 10,502 shares; 2026Q1: 9,668 shares 9,668 $2.62M 0.14% -834 Timeline TCMD TACTILE SYS TECHNOLOGY INC More: the full row for TACTILE SYS TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,335 shares; 2024Q4: 115,435 shares; 2025Q1: 115,335 shares; 2025Q2: 115,335 shares; 2025Q3: 115,335 shares; 2025Q4: 115,335 shares; 2026Q1: 94,880 shares 94,880 $2.48M 0.13% -20,455 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,224 shares; 2024Q4: 8,207 shares; 2025Q1: 8,662 shares; 2025Q2: 8,662 shares; 2025Q3: 8,300 shares; 2025Q4: 8,300 shares; 2026Q1: 8,300 shares 8,300 $2.42M 0.13% 0 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: 7,639 shares; 2024Q4: 6,828 shares; 2025Q1: 6,456 shares; 2025Q2: 6,050 shares; 2025Q3: 6,080 shares; 2025Q4: 6,219 shares; 2026Q1: 6,026 shares 6,026 $2.24M 0.12% -193 Timeline ITOT 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: 17,448 shares; 2024Q4: 17,353 shares; 2025Q1: 16,887 shares; 2025Q2: 16,519 shares; 2025Q3: 16,026 shares; 2025Q4: 15,405 shares; 2026Q1: 15,553 shares 15,553 $2.22M 0.12% +148 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,639 shares; 2024Q4: 24,401 shares; 2025Q1: 24,907 shares; 2025Q2: 26,782 shares; 2025Q3: 25,514 shares; 2025Q4: 23,926 shares; 2026Q1: 23,739 shares 23,739 $2.01M 0.11% -187 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: 6,397 shares; 2024Q4: 6,017 shares; 2025Q1: 6,036 shares; 2025Q2: 6,871 shares; 2025Q3: 6,789 shares; 2025Q4: 6,764 shares; 2026Q1: 6,550 shares 6,550 $1.98M 0.11% -214 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,825 shares; 2024Q4: 20,835 shares; 2025Q1: 20,967 shares; 2025Q2: 21,276 shares; 2025Q3: 21,146 shares; 2025Q4: 22,413 shares; 2026Q1: 22,772 shares 22,772 $1.81M 0.1% +359 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,063 shares; 2024Q4: 44,298 shares; 2025Q1: 42,965 shares; 2025Q2: 42,965 shares; 2025Q3: 42,640 shares; 2025Q4: 42,640 shares; 2026Q1: 42,470 shares 42,470 $1.79M 0.1% -170 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: 7,932 shares; 2024Q4: 8,091 shares; 2025Q1: 8,058 shares; 2025Q2: 7,988 shares; 2025Q3: 9,006 shares; 2025Q4: 9,405 shares; 2026Q1: 8,211 shares 8,211 $1.79M 0.1% -1,194 Timeline EUSB 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 reported; 2024Q4: 19,743 shares; 2025Q1: 33,273 shares; 2025Q2: 38,982 shares; 2025Q3: 39,187 shares; 2025Q4: 40,733 shares; 2026Q1: 41,015 shares 41,015 $1.78M 0.1% +282 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,575 shares; 2024Q4: 10,830 shares; 2025Q1: 10,706 shares; 2025Q2: 10,195 shares; 2025Q3: 12,032 shares; 2025Q4: 12,070 shares; 2026Q1: 11,950 shares 11,950 $1.76M 0.09% -120 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: 7,901 shares; 2024Q4: 8,199 shares; 2025Q1: 8,514 shares; 2025Q2: 8,490 shares; 2025Q3: 7,806 shares; 2025Q4: 8,650 shares; 2026Q1: 7,163 shares 7,163 $1.75M 0.09% -1,487 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: 15,518 shares; 2024Q4: 14,891 shares; 2025Q1: 14,366 shares; 2025Q2: 24,450 shares; 2025Q3: 13,466 shares; 2025Q4: 15,455 shares; 2026Q1: 14,009 shares 14,009 $1.74M 0.09% -1,446 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; 2024Q2: restricted; 2024Q3: 4,506 shares; 2024Q4: 4,445 shares; 2025Q1: 4,484 shares; 2025Q2: 4,761 shares; 2025Q3: 4,858 shares; 2025Q4: 5,457 shares; 2026Q1: 5,192 shares 5,192 $1.71M 0.09% -265 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,093 shares; 2026Q1: 3,093 shares 3,093 $1.7M 0.09% 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: 2,329 shares; 2024Q4: 2,599 shares; 2025Q1: 2,512 shares; 2025Q2: 2,660 shares; 2025Q3: 3,666 shares; 2025Q4: 5,330 shares; 2026Q1: 5,125 shares 5,125 $1.59M 0.09% -205 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: 11,470 shares; 2024Q4: 45,704 shares; 2025Q1: 45,705 shares; 2025Q2: 45,706 shares; 2025Q3: 45,707 shares; 2025Q4: 45,593 shares; 2026Q1: 53,928 shares 53,928 $1.57M 0.08% +8,335 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,731 shares; 2024Q4: 6,948 shares; 2025Q1: 7,173 shares; 2025Q2: 6,548 shares; 2025Q3: 4,444 shares; 2025Q4: 4,277 shares; 2026Q1: 5,386 shares 5,386 $1.53M 0.08% +1,109 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,608 shares; 2024Q4: 1,566 shares; 2025Q1: 1,566 shares; 2025Q2: 1,566 shares; 2025Q3: 2,443 shares; 2025Q4: 2,443 shares; 2026Q1: 2,468 shares 2,468 $1.52M 0.08% +25 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: 12,219 shares; 2024Q4: 11,096 shares; 2025Q1: 10,706 shares; 2025Q2: 11,012 shares; 2025Q3: 11,046 shares; 2025Q4: 10,509 shares; 2026Q1: 10,440 shares 10,440 $1.51M 0.08% -69 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,788 shares; 2024Q4: 14,330 shares; 2025Q1: 14,195 shares; 2025Q2: 15,209 shares; 2025Q3: 14,383 shares; 2025Q4: 14,541 shares; 2026Q1: 14,407 shares 14,407 $1.48M 0.08% -134 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; 2024Q2: restricted; 2024Q3: 4,526 shares; 2024Q4: 4,327 shares; 2025Q1: 4,341 shares; 2025Q2: 4,967 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares; 2026Q1: 4,839 shares 4,839 $1.46M 0.08% -129 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,434 shares; 2024Q4: 16,616 shares; 2025Q1: 16,887 shares; 2025Q2: 33,933 shares; 2025Q3: 31,857 shares; 2025Q4: 32,475 shares; 2026Q1: 30,443 shares 30,443 $1.41M 0.08% -2,032 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,928 shares; 2026Q1: 16,083 shares 16,083 $1.36M 0.07% +12,155 Timeline IVW 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: 4,734 shares; 2024Q4: 4,686 shares; 2025Q1: 4,638 shares; 2025Q2: 4,638 shares; 2025Q3: 4,638 shares; 2025Q4: 4,638 shares; 2026Q1: 11,697 shares 11,697 $1.32M 0.07% +7,059 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; 2024Q2: restricted; 2024Q3: 11,834 shares; 2024Q4: 11,769 shares; 2025Q1: 10,811 shares; 2025Q2: 9,839 shares; 2025Q3: 9,858 shares; 2025Q4: 11,804 shares; 2026Q1: 10,941 shares 10,941 $1.32M 0.07% -863 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 4,184 shares; 2025Q1: 4,222 shares; 2025Q2: 4,222 shares; 2025Q3: 4,194 shares; 2025Q4: 4,185 shares; 2026Q1: 4,067 shares 4,067 $1.31M 0.07% -118 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 6,657 shares 6,657 $1.28M 0.07% +5,619 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: 2,326 shares; 2024Q4: 2,286 shares; 2025Q1: 2,288 shares; 2025Q2: 1,717 shares; 2025Q3: 1,797 shares; 2025Q4: 1,788 shares; 2026Q1: 1,785 shares 1,785 $1.26M 0.07% -3 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: 10,642 shares; 2024Q4: 9,298 shares; 2025Q1: 9,358 shares; 2025Q2: 9,521 shares; 2025Q3: 9,268 shares; 2025Q4: 9,168 shares; 2026Q1: 8,096 shares 8,096 $1.26M 0.07% -1,072 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: 3,824 shares; 2024Q4: 3,867 shares; 2025Q1: 3,987 shares; 2025Q2: 4,114 shares; 2025Q3: 4,124 shares; 2025Q4: 4,015 shares; 2026Q1: 4,015 shares 4,015 $1.25M 0.07% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,967 shares; 2024Q4: 1,967 shares; 2025Q1: 1,875 shares; 2025Q2: 1,861 shares; 2025Q3: 1,157 shares; 2025Q4: 1,252 shares; 2026Q1: 1,421 shares 1,421 $1.24M 0.07% +169 Timeline IYW 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: 2,424 shares; 2024Q4: 2,424 shares; 2025Q1: 2,424 shares; 2025Q2: 2,424 shares; 2025Q3: 2,424 shares; 2025Q4: 2,424 shares; 2026Q1: 6,814 shares 6,814 $1.24M 0.07% +4,390 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: 24,321 shares; 2024Q4: 23,783 shares; 2025Q1: 23,919 shares; 2025Q2: 24,985 shares; 2025Q3: 25,193 shares; 2025Q4: 27,053 shares; 2026Q1: 25,229 shares 25,229 $1.23M 0.07% -1,824 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,834 shares; 2024Q4: 8,834 shares; 2025Q1: 8,891 shares; 2025Q2: 11,364 shares; 2025Q3: 11,748 shares; 2025Q4: 11,216 shares; 2026Q1: 9,601 shares 9,601 $1.21M 0.07% -1,615 Timeline DVY 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: 2,288 shares; 2024Q4: 3,141 shares; 2025Q1: 8,560 shares; 2025Q2: 8,595 shares; 2025Q3: 8,175 shares; 2025Q4: 8,140 shares; 2026Q1: 7,719 shares 7,719 $1.17M 0.06% -421 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,176 shares; 2025Q1: 2,146 shares; 2025Q2: 2,862 shares; 2025Q3: 3,907 shares; 2025Q4: 3,907 shares; 2026Q1: 3,899 shares 3,899 $1.08M 0.06% -8 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,024 shares; 2025Q1: 2,148 shares; 2025Q2: 2,137 shares; 2025Q3: 2,240 shares; 2025Q4: 3,132 shares; 2026Q1: 3,137 shares 3,137 $1.06M 0.06% +5 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,500 shares; 2025Q4: 24,500 shares; 2026Q1: 24,500 shares 24,500 $1.05M 0.06% 0 Timeline TNC TENNANT CO More: the full row for TENNANT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,162 shares; 2024Q4: 13,348 shares; 2025Q1: 13,609 shares; 2025Q2: 13,605 shares; 2025Q3: 13,162 shares; 2025Q4: 13,256 shares; 2026Q1: 15,479 shares 15,479 $1.03M 0.06% +2,223 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,308 shares; 2024Q4: 8,412 shares; 2025Q1: 9,099 shares; 2025Q2: 8,198 shares; 2025Q3: 8,761 shares; 2025Q4: 8,426 shares; 2026Q1: 8,404 shares 8,404 $1.02M 0.05% -22 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,460 shares; 2024Q4: 6,421 shares; 2025Q1: 6,355 shares; 2025Q2: 6,355 shares; 2025Q3: 6,210 shares; 2025Q4: 5,086 shares; 2026Q1: 8,520 shares 8,520 $1.01M 0.05% +3,434 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; 2024Q2: restricted; 2024Q3: 5,569 shares; 2024Q4: 5,582 shares; 2025Q1: 5,540 shares; 2025Q2: 5,521 shares; 2025Q3: 5,209 shares; 2025Q4: 5,443 shares; 2026Q1: 5,069 shares 5,069 $1.01M 0.05% -374 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: 5,380 shares; 2024Q4: 5,284 shares; 2025Q1: 5,288 shares; 2025Q2: 5,181 shares; 2025Q3: 5,629 shares; 2025Q4: 5,002 shares; 2026Q1: 4,784 shares 4,784 $990K 0.05% -218 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: 21,942 shares; 2024Q4: 17,458 shares; 2025Q1: 14,607 shares; 2025Q2: 17,662 shares; 2025Q3: 17,053 shares; 2025Q4: 16,757 shares; 2026Q1: 12,269 shares 12,269 $977K 0.05% -4,488 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: 13,893 shares; 2024Q4: 14,015 shares; 2025Q1: 14,215 shares; 2025Q2: 14,648 shares; 2025Q3: 15,199 shares; 2025Q4: 15,349 shares; 2026Q1: 12,656 shares 12,656 $962K 0.05% -2,693 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: 5,283 shares; 2024Q4: 5,129 shares; 2025Q1: 5,402 shares; 2025Q2: 5,153 shares; 2025Q3: 5,440 shares; 2025Q4: 5,214 shares; 2026Q1: 4,470 shares 4,470 $961K 0.05% -744 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,921 shares; 2025Q2: 9,939 shares; 2025Q3: 9,939 shares; 2025Q4: 9,939 shares; 2026Q1: 8,489 shares 8,489 $957K 0.05% -1,450 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,718 shares; 2026Q1: 1,718 shares 1,718 $934K 0.05% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,015 shares; 2024Q4: 2,980 shares; 2025Q1: 2,986 shares; 2025Q2: 2,986 shares; 2025Q3: 3,068 shares; 2025Q4: 2,935 shares; 2026Q1: 2,935 shares 2,935 $934K 0.05% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,527 shares 6,527 $928K 0.05% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,459 shares; 2024Q4: 2,414 shares; 2025Q1: 2,634 shares; 2025Q2: 4,099 shares; 2025Q3: 3,213 shares; 2025Q4: 3,554 shares; 2026Q1: 3,444 shares 3,444 $916K 0.05% -110 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,768 shares; 2024Q4: 14,754 shares; 2025Q1: 14,757 shares; 2025Q2: 14,760 shares; 2025Q3: 14,763 shares; 2025Q4: 14,766 shares; 2026Q1: 14,769 shares 14,769 $896K 0.05% +3 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 700 shares; 2025Q1: 718 shares; 2025Q2: 1,585 shares; 2025Q3: 1,644 shares; 2025Q4: 1,823 shares; 2026Q1: 1,752 shares 1,752 $876K 0.05% -71 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: 4,758 shares; 2024Q4: 2,730 shares; 2025Q1: 2,747 shares; 2025Q2: 2,748 shares; 2025Q3: 3,168 shares; 2025Q4: 2,748 shares; 2026Q1: 2,548 shares 2,548 $871K 0.05% -200 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 946 shares; 2024Q4: 859 shares; 2025Q1: 853 shares; 2025Q2: 851 shares; 2025Q3: 872 shares; 2025Q4: 8,816 shares; 2026Q1: 8,916 shares 8,916 $857K 0.05% +100 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,680 shares 8,680 $850K 0.05% new 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: 3,899 shares; 2024Q4: 2,797 shares; 2025Q1: 2,862 shares; 2025Q2: 2,855 shares; 2025Q3: 2,855 shares; 2025Q4: 5,728 shares; 2026Q1: 6,333 shares 6,333 $842K 0.05% +605 Timeline IWO 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: 2,616 shares; 2024Q4: 2,616 shares; 2025Q1: 2,606 shares; 2025Q2: 2,608 shares; 2025Q3: 2,608 shares; 2025Q4: 2,606 shares; 2026Q1: 2,606 shares 2,606 $818K 0.04% 0 Timeline AVLV 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,069 shares; 2026Q1: 9,683 shares 9,683 $781K 0.04% +6,614 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,434 shares; 2024Q4: 11,476 shares; 2025Q1: 11,963 shares; 2025Q2: 11,481 shares; 2025Q3: 9,648 shares; 2025Q4: 9,731 shares; 2026Q1: 8,944 shares 8,944 $775K 0.04% -787 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,719 shares; 2025Q3: 20,719 shares; 2025Q4: 20,719 shares; 2026Q1: 44,580 shares 44,580 $763K 0.04% +23,861 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: 2,123 shares; 2024Q4: 2,127 shares; 2025Q1: 2,164 shares; 2025Q2: 2,163 shares; 2025Q3: 2,280 shares; 2025Q4: 2,294 shares; 2026Q1: 2,156 shares 2,156 $759K 0.04% -138 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; 2024Q2: restricted; 2024Q3: 7,304 shares; 2024Q4: 7,555 shares; 2025Q1: 7,466 shares; 2025Q2: 7,938 shares; 2025Q3: 8,074 shares; 2025Q4: 7,857 shares; 2026Q1: 7,819 shares 7,819 $754K 0.04% -38 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; 2024Q2: restricted; 2024Q3: 5,431 shares; 2024Q4: 4,902 shares; 2025Q1: 4,833 shares; 2025Q2: 4,543 shares; 2025Q3: 4,869 shares; 2025Q4: 4,680 shares; 2026Q1: 4,545 shares 4,545 $752K 0.04% -135 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: 1,644 shares; 2024Q4: 1,501 shares; 2025Q1: 1,556 shares; 2025Q2: 1,503 shares; 2025Q3: 1,503 shares; 2025Q4: 1,503 shares; 2026Q1: 1,706 shares 1,706 $745K 0.04% +203 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; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,787 shares; 2025Q1: 1,788 shares; 2025Q2: 1,788 shares; 2025Q3: 1,788 shares; 2025Q4: 1,789 shares; 2026Q1: 1,789 shares 1,789 $729K 0.04% 0 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: 7,629 shares; 2024Q4: 7,471 shares; 2025Q1: 7,667 shares; 2025Q2: 7,471 shares; 2025Q3: 7,006 shares; 2025Q4: 7,129 shares; 2026Q1: 6,813 shares 6,813 $723K 0.04% -316 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: 4,900 shares; 2024Q4: 4,900 shares; 2025Q1: 4,900 shares; 2025Q2: 5,390 shares; 2025Q3: 4,975 shares; 2025Q4: 4,975 shares; 2026Q1: 4,945 shares 4,945 $722K 0.04% -30 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,514 shares; 2026Q1: 3,829 shares 3,829 $699K 0.04% -685 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,824 shares; 2025Q1: 18,578 shares; 2025Q2: 40,756 shares; 2025Q3: 50,898 shares; 2025Q4: 50,898 shares; 2026Q1: 50,898 shares 50,898 $698K 0.04% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,227 shares; 2025Q3: 7,432 shares; 2025Q4: 7,882 shares; 2026Q1: 7,286 shares 7,286 $685K 0.04% -596 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; 2024Q2: restricted; 2024Q3: 3,975 shares; 2024Q4: 4,005 shares; 2025Q1: 3,569 shares; 2025Q2: 3,576 shares; 2025Q3: 2,617 shares; 2025Q4: 2,397 shares; 2026Q1: 2,751 shares 2,751 $667K 0.04% +354 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; 2024Q2: restricted; 2024Q3: 8,904 shares; 2024Q4: 8,998 shares; 2025Q1: 9,010 shares; 2025Q2: 8,546 shares; 2025Q3: 9,466 shares; 2025Q4: 10,322 shares; 2026Q1: 8,546 shares 8,546 $663K 0.04% -1,776 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: 8,150 shares; 2024Q4: 8,150 shares; 2025Q1: 8,150 shares; 2025Q2: 8,150 shares; 2025Q3: 8,150 shares; 2025Q4: 8,150 shares; 2026Q1: 8,150 shares 8,150 $648K 0.03% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,476 shares; 2024Q4: 8,001 shares; 2025Q1: 7,935 shares; 2025Q2: 7,435 shares; 2025Q3: 7,376 shares; 2025Q4: 7,106 shares; 2026Q1: 6,699 shares 6,699 $634K 0.03% -407 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,581 shares; 2025Q3: 5,581 shares; 2025Q4: 6,334 shares; 2026Q1: 6,949 shares 6,949 $613K 0.03% +615 Timeline 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: 6,264 shares; 2024Q4: 6,264 shares; 2025Q1: 6,861 shares; 2025Q2: 6,410 shares; 2025Q3: 6,410 shares; 2025Q4: 6,509 shares; 2026Q1: 6,509 shares 6,509 $589K 0.03% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,571 shares; 2024Q4: 3,571 shares; 2025Q1: 3,799 shares; 2025Q2: 3,799 shares; 2025Q3: 3,571 shares; 2025Q4: 3,655 shares; 2026Q1: 3,587 shares 3,587 $583K 0.03% -68 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 958 shares; 2025Q1: 925 shares; 2025Q2: 918 shares; 2025Q3: 1,218 shares; 2025Q4: 1,568 shares; 2026Q1: 1,161 shares 1,161 $571K 0.03% -407 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; 2024Q2: restricted; 2024Q3: 8,964 shares; 2024Q4: 8,666 shares; 2025Q1: 8,710 shares; 2025Q2: 8,361 shares; 2025Q3: 8,593 shares; 2025Q4: 8,074 shares; 2026Q1: 8,585 shares 8,585 $567K 0.03% +511 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; 2024Q2: restricted; 2024Q3: 690 shares; 2024Q4: 1,697 shares; 2025Q1: 1,691 shares; 2025Q2: 1,386 shares; 2025Q3: 1,683 shares; 2025Q4: 2,993 shares; 2026Q1: 3,517 shares 3,517 $564K 0.03% +524 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; 2024Q2: restricted; 2024Q3: 6,919 shares; 2024Q4: 6,919 shares; 2025Q1: 6,919 shares; 2025Q2: 6,830 shares; 2025Q3: 6,830 shares; 2025Q4: 7,438 shares; 2026Q1: 7,313 shares 7,313 $560K 0.03% -125 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: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares; 2025Q3: 11,364 shares; 2025Q4: 11,017 shares; 2026Q1: 11,436 shares 11,436 $560K 0.03% +419 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,600 shares; 2025Q1: 5,646 shares; 2025Q2: 5,646 shares; 2025Q3: 5,646 shares; 2025Q4: 5,646 shares; 2026Q1: 4,946 shares 4,946 $548K 0.03% -700 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,920 shares 4,920 $547K 0.03% new Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,723 shares; 2024Q4: 8,615 shares; 2025Q1: 8,615 shares; 2025Q2: 8,615 shares; 2025Q3: 8,360 shares; 2025Q4: 8,375 shares; 2026Q1: 8,360 shares 8,360 $546K 0.03% -15 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; 2024Q2: restricted; 2024Q3: 7,339 shares; 2024Q4: 7,339 shares; 2025Q1: 7,891 shares; 2025Q2: 7,577 shares; 2025Q3: 7,698 shares; 2025Q4: 7,995 shares; 2026Q1: 9,521 shares 9,521 $540K 0.03% +1,526 Timeline AAXJ 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: 6,379 shares; 2024Q4: 6,034 shares; 2025Q1: 4,214 shares; 2025Q2: 4,214 shares; 2025Q3: 4,214 shares; 2025Q4: 4,214 shares; 2026Q1: 5,552 shares 5,552 $535K 0.03% +1,338 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 3,020 shares; 2025Q1: 3,033 shares; 2025Q2: 3,047 shares; 2025Q3: 3,049 shares; 2025Q4: 3,052 shares; 2026Q1: 3,054 shares 3,054 $516K 0.03% +2 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,080 shares; 2026Q1: 2,080 shares 2,080 $508K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,589 shares; 2024Q4: 2,375 shares; 2025Q1: 2,394 shares; 2025Q2: 2,398 shares; 2025Q3: 2,851 shares; 2025Q4: 3,299 shares; 2026Q1: 3,057 shares 3,057 $503K 0.03% -242 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,593 shares; 2024Q4: 1,591 shares; 2025Q1: 1,506 shares; 2025Q2: 1,295 shares; 2025Q3: 1,165 shares; 2025Q4: 1,440 shares; 2026Q1: 2,507 shares 2,507 $499K 0.03% +1,067 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: 2,996 shares; 2024Q4: 2,893 shares; 2025Q1: 2,793 shares; 2025Q2: 2,742 shares; 2025Q3: 2,980 shares; 2025Q4: 2,742 shares; 2026Q1: 2,543 shares 2,543 $491K 0.03% -199 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 857 shares; 2026Q1: 1,445 shares 1,445 $488K 0.03% +588 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,319 shares; 2026Q1: 3,577 shares 3,577 $486K 0.03% +1,258 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,021 shares; 2024Q4: 1,040 shares; 2025Q1: 1,039 shares; 2025Q2: 1,039 shares; 2025Q3: 1,060 shares; 2025Q4: 1,028 shares; 2026Q1: 1,017 shares 1,017 $469K 0.03% -11 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,221 shares; 2025Q3: 1,549 shares; 2025Q4: 1,870 shares; 2026Q1: 1,310 shares 1,310 $469K 0.03% -560 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 9,825 shares; 2025Q1: 9,636 shares; 2025Q2: 9,623 shares; 2025Q3: 9,757 shares; 2025Q4: 9,623 shares; 2026Q1: 9,623 shares 9,623 $466K 0.03% 0 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,906 shares; 2025Q1: 1,943 shares; 2025Q2: 1,943 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,993 shares 1,993 $459K 0.02% +50 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,557 shares; 2024Q4: 3,524 shares; 2025Q1: 3,524 shares; 2025Q2: 3,524 shares; 2025Q3: 3,524 shares; 2025Q4: 3,524 shares; 2026Q1: 6,474 shares 6,474 $459K 0.02% +2,950 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: 20,179 shares; 2024Q4: 19,093 shares; 2025Q1: 19,698 shares; 2025Q2: 20,445 shares; 2025Q3: 19,111 shares; 2025Q4: 18,696 shares; 2026Q1: 16,339 shares 16,339 $459K 0.02% -2,357 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,073 shares 4,073 $450K 0.02% new Timeline FDIQ 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: 8,395 shares; 2024Q4: 8,395 shares; 2025Q1: 8,395 shares; 2025Q2: 7,492 shares; 2025Q3: 7,492 shares; 2025Q4: 7,492 shares; 2026Q1: 6,494 shares 6,494 $445K 0.02% -998 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,796 shares; 2025Q1: 2,796 shares; 2025Q2: 2,832 shares; 2025Q3: 2,832 shares; 2025Q4: 2,832 shares; 2026Q1: 2,696 shares 2,696 $442K 0.02% -136 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,909 shares; 2024Q4: 7,927 shares; 2025Q1: 7,921 shares; 2025Q2: 7,909 shares; 2025Q3: 8,177 shares; 2025Q4: 7,909 shares; 2026Q1: 7,909 shares 7,909 $440K 0.02% 0 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: 2,015 shares; 2024Q4: 2,015 shares; 2025Q1: 2,116 shares; 2025Q2: 1,768 shares; 2025Q3: 1,943 shares; 2025Q4: 1,943 shares; 2026Q1: 1,983 shares 1,983 $431K 0.02% +40 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; 2024Q2: restricted; 2024Q3: 7,937 shares; 2024Q4: 15,925 shares; 2025Q1: 17,771 shares; 2025Q2: 14,725 shares; 2025Q3: 15,581 shares; 2025Q4: 15,238 shares; 2026Q1: 17,152 shares 17,152 $425K 0.02% +1,914 Timeline FPX 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: 2,649 shares; 2024Q4: 2,649 shares; 2025Q1: 2,649 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,649 shares; 2026Q1: 2,649 shares 2,649 $421K 0.02% 0 Timeline AVIG 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,944 shares; 2026Q1: 9,944 shares 9,944 $413K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 3,023 shares; 2025Q1: 3,044 shares; 2025Q2: 4,118 shares; 2025Q3: 3,652 shares; 2025Q4: 3,670 shares; 2026Q1: 3,473 shares 3,473 $411K 0.02% -197 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,146 shares; 2026Q1: 2,829 shares 2,829 $407K 0.02% -4,317 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,953 shares; 2026Q1: 4,651 shares 4,651 $396K 0.02% -7,302 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,923 shares; 2025Q1: 2,854 shares; 2025Q2: 2,969 shares; 2025Q3: 3,085 shares; 2025Q4: 3,554 shares; 2026Q1: 2,705 shares 2,705 $396K 0.02% -849 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 928 shares; 2025Q2: not reported; 2025Q3: 675 shares; 2025Q4: 966 shares; 2026Q1: 919 shares 919 $395K 0.02% -47 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,242 shares; 2024Q4: 4,267 shares; 2025Q1: 4,310 shares; 2025Q2: 4,324 shares; 2025Q3: 4,351 shares; 2025Q4: 4,379 shares; 2026Q1: 4,407 shares 4,407 $387K 0.02% +28 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; 2024Q2: restricted; 2024Q3: 4,915 shares; 2024Q4: 4,750 shares; 2025Q1: 4,930 shares; 2025Q2: 4,395 shares; 2025Q3: 4,395 shares; 2025Q4: 4,420 shares; 2026Q1: 4,550 shares 4,550 $386K 0.02% +130 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,222 shares; 2024Q4: 3,106 shares; 2025Q1: 3,111 shares; 2025Q2: 2,856 shares; 2025Q3: 3,106 shares; 2025Q4: 2,856 shares; 2026Q1: 2,938 shares 2,938 $385K 0.02% +82 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,946 shares; 2025Q3: 3,070 shares; 2025Q4: 3,070 shares; 2026Q1: 3,070 shares 3,070 $383K 0.02% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 10,955 shares; 2025Q1: 10,955 shares; 2025Q2: 10,955 shares; 2025Q3: 10,955 shares; 2025Q4: 10,955 shares; 2026Q1: 20,978 shares 20,978 $378K 0.02% +10,023 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,890 shares; 2024Q4: 4,249 shares; 2025Q1: 4,664 shares; 2025Q2: 5,093 shares; 2025Q3: 4,326 shares; 2025Q4: 4,479 shares; 2026Q1: 4,331 shares 4,331 $368K 0.02% -148 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,199 shares; 2026Q1: 4,030 shares 4,030 $364K 0.02% -169 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,424 shares; 2024Q4: 46,429 shares; 2025Q1: 46,429 shares; 2025Q2: 46,429 shares; 2025Q3: 42,929 shares; 2025Q4: 42,924 shares; 2026Q1: 42,924 shares 42,924 $363K 0.02% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,828 shares; 2024Q4: 2,832 shares; 2025Q1: 2,882 shares; 2025Q2: 2,810 shares; 2025Q3: 2,786 shares; 2025Q4: 2,778 shares; 2026Q1: 2,858 shares 2,858 $359K 0.02% +80 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: 7,045 shares; 2024Q4: 6,379 shares; 2025Q1: 6,644 shares; 2025Q2: 6,379 shares; 2025Q3: 6,704 shares; 2025Q4: 6,704 shares; 2026Q1: 7,249 shares 7,249 $358K 0.02% +545 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,961 shares; 2024Q4: 15,961 shares; 2025Q1: 15,961 shares; 2025Q2: 15,961 shares; 2025Q3: 2,913 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $356K 0.02% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $355K 0.02% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 396 shares; 2025Q1: 400 shares; 2025Q2: 403 shares; 2025Q3: 400 shares; 2025Q4: 643 shares; 2026Q1: 417 shares 417 $353K 0.02% -226 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: 2,365 shares; 2024Q4: 2,365 shares; 2025Q1: 2,016 shares; 2025Q2: 2,017 shares; 2025Q3: 1,977 shares; 2025Q4: 1,020 shares; 2026Q1: 1,072 shares 1,072 $352K 0.02% +52 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,945 shares; 2025Q4: 6,945 shares; 2026Q1: 6,840 shares 6,840 $349K 0.02% -105 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,053 shares; 2025Q1: 1,053 shares; 2025Q2: 1,053 shares; 2025Q3: 1,053 shares; 2025Q4: 1,053 shares; 2026Q1: 1,171 shares 1,171 $349K 0.02% +118 Timeline FDUS FIDUS INVT CORP More: the full row for FIDUS INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $348K 0.02% 0 Timeline IYG 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,182 shares 4,182 $346K 0.02% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,162 shares; 2025Q2: 2,162 shares; 2025Q3: 1,497 shares; 2025Q4: 1,497 shares; 2026Q1: 1,497 shares 1,497 $346K 0.02% 0 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: 11,230 shares; 2024Q4: 11,206 shares; 2025Q1: 11,333 shares; 2025Q2: 12,093 shares; 2025Q3: 11,628 shares; 2025Q4: 11,501 shares; 2026Q1: 11,901 shares 11,901 $345K 0.02% +400 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,473 shares; 2026Q1: 1,273 shares 1,273 $344K 0.02% -200 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,369 shares; 2024Q4: 2,030 shares; 2025Q1: 2,107 shares; 2025Q2: 2,065 shares; 2025Q3: 2,000 shares; 2025Q4: 2,024 shares; 2026Q1: 2,024 shares 2,024 $342K 0.02% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 436 shares; 2025Q3: 560 shares; 2025Q4: 943 shares; 2026Q1: 873 shares 873 $341K 0.02% -70 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: 5,315 shares; 2024Q4: not reported; 2025Q1: 4,507 shares; 2025Q2: 5,486 shares; 2025Q3: 6,237 shares; 2025Q4: 5,415 shares; 2026Q1: 6,290 shares 6,290 $340K 0.02% +875 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,000 shares; 2024Q4: 23,000 shares; 2025Q1: 23,000 shares; 2025Q2: 23,000 shares; 2025Q3: 23,000 shares; 2025Q4: 23,000 shares; 2026Q1: 23,000 shares 23,000 $340K 0.02% 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; 2024Q2: restricted; 2024Q3: 2,498 shares; 2024Q4: 2,557 shares; 2025Q1: 2,637 shares; 2025Q2: not reported; 2025Q3: 2,375 shares; 2025Q4: 1,486 shares; 2026Q1: 1,665 shares 1,665 $339K 0.02% +179 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,414 shares; 2025Q3: 2,679 shares; 2025Q4: 3,534 shares; 2026Q1: 2,114 shares 2,114 $338K 0.02% -1,420 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 821 shares; 2025Q1: 893 shares; 2025Q2: 893 shares; 2025Q3: 992 shares; 2025Q4: 1,282 shares; 2026Q1: 1,028 shares 1,028 $335K 0.02% -254 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,888 shares 4,888 $333K 0.02% new Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,236 shares; 2024Q4: 5,236 shares; 2025Q1: 5,236 shares; 2025Q2: 5,236 shares; 2025Q3: 4,461 shares; 2025Q4: 4,301 shares; 2026Q1: 5,279 shares 5,279 $330K 0.02% +978 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,403 shares 2,403 $330K 0.02% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares 15,500 $328K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,159 shares; 2025Q3: 746 shares; 2025Q4: 1,093 shares; 2026Q1: 742 shares 742 $322K 0.02% -351 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,403 shares; 2026Q1: 2,196 shares 2,196 $315K 0.02% -4,207 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,169 shares 3,169 $314K 0.02% new Timeline GDEN GOLDEN ENTMT INC More: the full row for GOLDEN ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,750 shares; 2024Q4: 11,750 shares; 2025Q1: 11,750 shares; 2025Q2: 11,750 shares; 2025Q3: 11,750 shares; 2025Q4: 11,750 shares; 2026Q1: 11,750 shares 11,750 $314K 0.02% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,310 shares; 2026Q1: 3,324 shares 3,324 $313K 0.02% +1,014 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,847 shares; 2026Q1: 7,222 shares 7,222 $312K 0.02% +375 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: 1,303 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,297 shares; 2026Q1: 2,097 shares 2,097 $307K 0.02% +800 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,787 shares; 2025Q3: 2,583 shares; 2025Q4: 2,768 shares; 2026Q1: 2,583 shares 2,583 $306K 0.02% -185 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,349 shares; 2024Q4: 3,349 shares; 2025Q1: 3,346 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares; 2026Q1: 3,346 shares 3,346 $305K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 2,147 shares; 2024Q4: 2,147 shares; 2025Q1: 1,917 shares; 2025Q2: 1,917 shares; 2025Q3: 1,847 shares; 2025Q4: 1,522 shares; 2026Q1: 2,010 shares 2,010 $298K 0.02% +488 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70 shares; 2026Q1: 70 shares 70 $295K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 528 shares; 2024Q4: 628 shares; 2025Q1: 628 shares; 2025Q2: 628 shares; 2025Q3: 628 shares; 2025Q4: 628 shares; 2026Q1: 628 shares 628 $291K 0.02% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,364 shares; 2024Q4: 5,727 shares; 2025Q1: 6,192 shares; 2025Q2: 6,998 shares; 2025Q3: 5,891 shares; 2025Q4: 6,052 shares; 2026Q1: 5,541 shares 5,541 $290K 0.02% -511 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,499 shares 3,499 $282K 0.02% new Timeline KBWB 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: 6,702 shares; 2024Q4: 5,923 shares; 2025Q1: 3,544 shares; 2025Q2: 3,545 shares; 2025Q3: 3,546 shares; 2025Q4: 3,546 shares; 2026Q1: 3,548 shares 3,548 $281K 0.02% +2 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,213 shares; 2024Q4: 1,237 shares; 2025Q1: 1,136 shares; 2025Q2: 953 shares; 2025Q3: 1,133 shares; 2025Q4: 953 shares; 2026Q1: 953 shares 953 $279K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,533 shares 4,533 $278K 0.01% new 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: 4,507 shares; 2024Q4: 4,377 shares; 2025Q1: 4,377 shares; 2025Q2: 4,377 shares; 2025Q3: 4,377 shares; 2025Q4: 4,377 shares; 2026Q1: 4,377 shares 4,377 $275K 0.01% 0 Timeline IJJ 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 reported; 2024Q4: not reported; 2025Q1: 2,167 shares; 2025Q2: 2,167 shares; 2025Q3: 2,069 shares; 2025Q4: 2,069 shares; 2026Q1: 2,069 shares 2,069 $274K 0.01% 0 Timeline SCHK 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: 4,361 shares; 2024Q4: 8,726 shares; 2025Q1: 8,731 shares; 2025Q2: 8,735 shares; 2025Q3: 8,740 shares; 2025Q4: 8,744 shares; 2026Q1: 8,749 shares 8,749 $274K 0.01% +5 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,750 shares; 2024Q4: 13,541 shares; 2025Q1: 13,241 shares; 2025Q2: 13,231 shares; 2025Q3: 12,909 shares; 2025Q4: 11,824 shares; 2026Q1: 6,196 shares 6,196 $273K 0.01% -5,628 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 395 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 477 shares; 2026Q1: 452 shares 452 $273K 0.01% -25 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; 2024Q2: restricted; 2024Q3: 3,510 shares; 2024Q4: 10,536 shares; 2025Q1: 10,543 shares; 2025Q2: 10,550 shares; 2025Q3: 10,557 shares; 2025Q4: 10,563 shares; 2026Q1: 10,570 shares 10,570 $271K 0.01% +7 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,043 shares; 2025Q1: 1,043 shares; 2025Q2: 1,043 shares; 2025Q3: 1,043 shares; 2025Q4: 1,043 shares; 2026Q1: 943 shares 943 $271K 0.01% -100 Timeline IJK 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: 3,135 shares; 2024Q4: 3,150 shares; 2025Q1: 4,082 shares; 2025Q2: 3,854 shares; 2025Q3: 3,606 shares; 2025Q4: 3,469 shares; 2026Q1: 2,676 shares 2,676 $269K 0.01% -793 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 843 shares; 2025Q1: 882 shares; 2025Q2: 955 shares; 2025Q3: 732 shares; 2025Q4: 747 shares; 2026Q1: 750 shares 750 $269K 0.01% +3 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,502 shares; 2024Q4: 2,503 shares; 2025Q1: 2,503 shares; 2025Q2: 2,504 shares; 2025Q3: 2,505 shares; 2025Q4: 2,505 shares; 2026Q1: 2,525 shares 2,525 $268K 0.01% +20 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: 3,429 shares; 2024Q4: 3,691 shares; 2025Q1: 3,723 shares; 2025Q2: 4,000 shares; 2025Q3: 3,792 shares; 2025Q4: 3,687 shares; 2026Q1: 3,713 shares 3,713 $266K 0.01% +26 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: 5,284 shares; 2024Q4: 8,333 shares; 2025Q1: 5,284 shares; 2025Q2: 5,284 shares; 2025Q3: 5,284 shares; 2025Q4: 5,308 shares; 2026Q1: 5,308 shares 5,308 $265K 0.01% 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: 2,051 shares; 2024Q4: 2,076 shares; 2025Q1: 2,158 shares; 2025Q2: not reported; 2025Q3: 2,159 shares; 2025Q4: not reported; 2026Q1: 1,975 shares 1,975 $261K 0.01% new Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,947 shares; 2025Q1: 4,094 shares; 2025Q2: 4,192 shares; 2025Q3: 4,192 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $258K 0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,866 shares 2,866 $258K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,491 shares; 2025Q4: not reported; 2026Q1: 5,989 shares 5,989 $255K 0.01% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55 shares; 2025Q4: 76 shares; 2026Q1: 75 shares 75 $253K 0.01% -1 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; 2024Q2: restricted; 2024Q3: 988 shares; 2024Q4: 982 shares; 2025Q1: 982 shares; 2025Q2: 982 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 982 shares 982 $253K 0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 568 shares; 2025Q2: 568 shares; 2025Q3: 568 shares; 2025Q4: 565 shares; 2026Q1: 565 shares 565 $251K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 799 shares; 2024Q4: 800 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $249K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,117 shares; 2025Q4: 1,085 shares; 2026Q1: 1,031 shares 1,031 $244K 0.01% -54 Timeline EWY 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,937 shares 1,937 $238K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,684 shares; 2026Q1: 1,684 shares 1,684 $238K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,530 shares; 2026Q1: 2,541 shares 2,541 $237K 0.01% +11 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: 987 shares; 2024Q4: 987 shares; 2025Q1: not reported; 2025Q2: 987 shares; 2025Q3: 1,053 shares; 2025Q4: 987 shares; 2026Q1: 987 shares 987 $237K 0.01% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,442 shares; 2025Q4: not reported; 2026Q1: 2,160 shares 2,160 $235K 0.01% new Timeline BKSE BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,048 shares 2,048 $233K 0.01% 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,084 shares; 2026Q1: 2,326 shares 2,326 $233K 0.01% +242 Timeline JVAL 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,648 shares 4,648 $227K 0.01% -152 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,289 shares; 2024Q4: 25,474 shares; 2025Q1: 25,474 shares; 2025Q2: 10,624 shares; 2025Q3: 8,815 shares; 2025Q4: 8,815 shares; 2026Q1: 8,879 shares 8,879 $226K 0.01% +64 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 reported; 2024Q4: not reported; 2025Q1: 2,326 shares; 2025Q2: 2,326 shares; 2025Q3: 2,326 shares; 2025Q4: 2,446 shares; 2026Q1: 2,329 shares 2,329 $225K 0.01% -117 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 893 shares 893 $224K 0.01% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 689 shares; 2026Q1: 206 shares 206 $220K 0.01% -483 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,462 shares; 2024Q4: 13,492 shares; 2025Q1: 13,818 shares; 2025Q2: 11,730 shares; 2025Q3: 9,672 shares; 2025Q4: 9,919 shares; 2026Q1: 9,677 shares 9,677 $219K 0.01% -242 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; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 3,762 shares; 2025Q1: 3,705 shares; 2025Q2: 4,105 shares; 2025Q3: 4,518 shares; 2025Q4: 4,679 shares; 2026Q1: 2,313 shares 2,313 $215K 0.01% -2,366 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,587 shares; 2025Q4: 4,587 shares; 2026Q1: 4,587 shares 4,587 $214K 0.01% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 155 shares 155 $214K 0.01% new Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,906 shares; 2024Q4: 5,906 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,906 shares 5,906 $212K 0.01% new Timeline IXUS 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,421 shares 2,421 $210K 0.01% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 466 shares; 2025Q4: not reported; 2026Q1: 367 shares 367 $207K 0.01% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,430 shares; 2026Q1: 1,430 shares 1,430 $205K 0.01% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,737 shares; 2025Q2: not reported; 2025Q3: 5,073 shares; 2025Q4: not reported; 2026Q1: 4,079 shares 4,079 $205K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,143 shares; 2025Q4: not reported; 2026Q1: 1,061 shares 1,061 $204K 0.01% new Timeline KLAR KLARNA GROUP PLC More: the full row for KLARNA GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,450 shares 15,450 $202K 0.01% new 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,278 shares 2,278 $202K 0.01% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,282 shares; 2025Q4: 1,753 shares; 2026Q1: 1,753 shares 1,753 $202K 0.01% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,939 shares 2,939 $201K 0.01% new 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: 843 shares; 2024Q4: not reported; 2025Q1: 903 shares; 2025Q2: 888 shares; 2025Q3: 868 shares; 2025Q4: 918 shares; 2026Q1: 825 shares 825 $200K 0.01% -93 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,628 shares; 2024Q4: 16,628 shares; 2025Q1: 16,628 shares; 2025Q2: 31,628 shares; 2025Q3: 31,628 shares; 2025Q4: 31,628 shares; 2026Q1: 16,697 shares 16,697 $185K 0.01% -14,931 Timeline FOCL EDAP TMS S A More: the full row for EDAP TMS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,431 shares; 2024Q4: 21,431 shares; 2025Q1: 21,431 shares; 2025Q2: 21,431 shares; 2025Q3: 21,431 shares; 2025Q4: 21,431 shares; 2026Q1: 21,431 shares 21,431 $79.7K <0.01% 0 Timeline GUTS FRACTYL HEALTH INC More: the full row for FRACTYL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 100,000 shares 100,000 $45.8K <0.01% new Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,721 shares; 2024Q4: 15,721 shares; 2025Q1: 15,721 shares; 2025Q2: 15,721 shares; 2025Q3: 15,721 shares; 2025Q4: 15,721 shares; 2026Q1: 15,721 shares 15,721 $22.8K <0.01% 0 Timeline SOWG SOW GOOD INC More: the full row for SOW GOOD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 251,373 shares; 2024Q4: 251,373 shares; 2025Q1: 251,373 shares; 2025Q2: 208,209 shares; 2025Q3: 208,209 shares; 2025Q4: 68,691 shares; 2026Q1: 46,958 shares 46,958 $18.8K <0.01% -21,733 Timeline