DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,919 shares; 2024Q4: 140,768 shares; 2025Q1: 146,494 shares; 2025Q2: 171,695 shares; 2025Q3: 250,185 shares; 2025Q4: 447,300 shares; 2026Q1: 557,655 shares 557,655 $21.7M 6.32% +110,355 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,540 shares; 2024Q4: 255,897 shares; 2025Q1: 250,542 shares; 2025Q2: 245,499 shares; 2025Q3: 245,569 shares; 2025Q4: 266,405 shares; 2026Q1: 274,366 shares 274,366 $20.2M 5.89% +7,961 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,740 shares; 2024Q4: 429,381 shares; 2025Q1: 426,503 shares; 2025Q2: 443,402 shares; 2025Q3: 431,302 shares; 2025Q4: 405,562 shares; 2026Q1: 409,269 shares 409,269 $12.6M 3.66% +3,707 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,863 shares; 2024Q4: 94,558 shares; 2025Q1: 95,893 shares; 2025Q2: 96,121 shares; 2025Q3: 96,286 shares; 2025Q4: 89,674 shares; 2026Q1: 89,402 shares 89,402 $8.65M 2.52% -272 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: 13,705 shares; 2024Q4: 77,296 shares; 2025Q1: 86,391 shares; 2025Q2: 171,358 shares; 2025Q3: 214,624 shares; 2025Q4: 262,569 shares; 2026Q1: 281,497 shares 281,497 $8.2M 2.39% +18,928 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: 27,528 shares; 2024Q4: 27,605 shares; 2025Q1: 27,748 shares; 2025Q2: 28,047 shares; 2025Q3: 28,363 shares; 2025Q4: 28,138 shares; 2026Q1: 31,587 shares 31,587 $6.79M 1.98% +3,449 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 48,582 shares; 2025Q1: 43,978 shares; 2025Q2: 60,133 shares; 2025Q3: 93,137 shares; 2025Q4: 152,128 shares; 2026Q1: 176,484 shares 176,484 $6.18M 1.8% +24,356 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,028 shares; 2024Q4: 167,098 shares; 2025Q1: 147,389 shares; 2025Q2: 160,995 shares; 2025Q3: 159,070 shares; 2025Q4: 141,909 shares; 2026Q1: 145,216 shares 145,216 $6.13M 1.79% +3,307 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: 15,982 shares; 2024Q4: 16,006 shares; 2025Q1: 15,953 shares; 2025Q2: 15,633 shares; 2025Q3: 16,295 shares; 2025Q4: 16,097 shares; 2026Q1: 16,512 shares 16,512 $6.11M 1.78% +415 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: 22,109 shares; 2024Q4: 22,183 shares; 2025Q1: 22,808 shares; 2025Q2: 22,465 shares; 2025Q3: 22,436 shares; 2025Q4: 44,864 shares; 2026Q1: 43,615 shares 43,615 $5.8M 1.69% -1,249 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: 18,978 shares; 2024Q4: 19,009 shares; 2025Q1: 19,233 shares; 2025Q2: 19,109 shares; 2025Q3: 25,371 shares; 2025Q4: 24,298 shares; 2026Q1: 22,055 shares 22,055 $5.6M 1.63% -2,243 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,355 shares; 2025Q1: 38,766 shares; 2025Q2: 44,083 shares; 2025Q3: 65,899 shares; 2025Q4: 117,168 shares; 2026Q1: 145,925 shares 145,925 $5.36M 1.56% +28,757 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,352 shares; 2025Q1: 43,729 shares; 2025Q2: 45,447 shares; 2025Q3: 70,211 shares; 2025Q4: 130,268 shares; 2026Q1: 156,207 shares 156,207 $5.17M 1.51% +25,939 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: 10,127 shares; 2024Q4: 8,703 shares; 2025Q1: 9,154 shares; 2025Q2: 13,791 shares; 2025Q3: 14,988 shares; 2025Q4: 15,686 shares; 2026Q1: 15,836 shares 15,836 $5.08M 1.48% +150 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: 19,699 shares; 2024Q4: 19,434 shares; 2025Q1: 18,985 shares; 2025Q2: 17,417 shares; 2025Q3: 19,761 shares; 2025Q4: 32,764 shares; 2026Q1: 27,422 shares 27,422 $4.78M 1.39% -5,342 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,250 shares; 2025Q1: 4,479 shares; 2025Q2: not reported; 2025Q3: 54,244 shares; 2025Q4: 68,922 shares; 2026Q1: 83,135 shares 83,135 $4.22M 1.23% +14,213 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: 3,242 shares; 2024Q4: 4,693 shares; 2025Q1: 4,815 shares; 2025Q2: 4,831 shares; 2025Q3: 6,808 shares; 2025Q4: 8,419 shares; 2026Q1: 9,660 shares 9,660 $4.16M 1.21% +1,241 Timeline JCPB 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: 52,397 shares; 2025Q1: 53,193 shares; 2025Q2: 56,841 shares; 2025Q3: 22,864 shares; 2025Q4: 70,325 shares; 2026Q1: 86,605 shares 86,605 $4.08M 1.19% +16,280 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: 13,214 shares; 2024Q4: 13,546 shares; 2025Q1: 13,280 shares; 2025Q2: 14,329 shares; 2025Q3: 14,636 shares; 2025Q4: 13,542 shares; 2026Q1: 15,192 shares 15,192 $3.98M 1.16% +1,650 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,180 shares; 2024Q4: 141,704 shares; 2025Q1: 139,148 shares; 2025Q2: 132,788 shares; 2025Q3: 128,099 shares; 2025Q4: 123,908 shares; 2026Q1: 127,118 shares 127,118 $3.94M 1.15% +3,210 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: 13,621 shares; 2024Q4: 17,420 shares; 2025Q1: 19,319 shares; 2025Q2: 21,535 shares; 2025Q3: 25,148 shares; 2025Q4: 21,774 shares; 2026Q1: 20,308 shares 20,308 $3.9M 1.14% -1,466 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: 12,650 shares; 2024Q4: 12,595 shares; 2025Q1: 12,486 shares; 2025Q2: 12,640 shares; 2025Q3: 12,648 shares; 2025Q4: 12,598 shares; 2026Q1: 12,663 shares 12,663 $3.72M 1.09% +65 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 75,607 shares; 2025Q1: 81,284 shares; 2025Q2: 90,269 shares; 2025Q3: 118,222 shares; 2025Q4: 145,546 shares; 2026Q1: 174,016 shares 174,016 $3.65M 1.06% +28,470 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,344 shares; 2024Q4: 49,347 shares; 2025Q1: 46,076 shares; 2025Q2: 44,038 shares; 2025Q3: 43,321 shares; 2025Q4: 40,319 shares; 2026Q1: 39,254 shares 39,254 $3.64M 1.06% -1,065 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,005 shares; 2024Q4: 79,210 shares; 2025Q1: 84,158 shares; 2025Q2: 94,684 shares; 2025Q3: 90,784 shares; 2025Q4: 77,970 shares; 2026Q1: 73,014 shares 73,014 $3.61M 1.05% -4,956 Timeline DFSD 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: 61,619 shares; 2024Q4: 56,462 shares; 2025Q1: 74,302 shares; 2025Q2: 72,832 shares; 2025Q3: 72,812 shares; 2025Q4: 65,150 shares; 2026Q1: 67,150 shares 67,150 $3.22M 0.94% +2,000 Timeline DFGP 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: 63,480 shares; 2024Q4: 74,054 shares; 2025Q1: 73,115 shares; 2025Q2: 71,592 shares; 2025Q3: 67,864 shares; 2025Q4: 62,301 shares; 2026Q1: 58,441 shares 58,441 $3.16M 0.92% -3,860 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,170 shares; 2024Q4: 122,978 shares; 2025Q1: 116,836 shares; 2025Q2: 113,432 shares; 2025Q3: 107,284 shares; 2025Q4: 103,475 shares; 2026Q1: 90,246 shares 90,246 $3.05M 0.89% -13,229 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: 13,982 shares; 2024Q4: 14,369 shares; 2025Q1: 14,431 shares; 2025Q2: 13,755 shares; 2025Q3: 15,687 shares; 2025Q4: 14,448 shares; 2026Q1: 15,782 shares 15,782 $3.03M 0.88% +1,334 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,025 shares; 2025Q3: 44,908 shares; 2025Q4: 45,574 shares; 2026Q1: 46,961 shares 46,961 $3.01M 0.88% +1,387 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: 53,412 shares; 2024Q4: 47,106 shares; 2025Q1: 45,255 shares; 2025Q2: 47,859 shares; 2025Q3: 45,691 shares; 2025Q4: 42,375 shares; 2026Q1: 42,388 shares 42,388 $3.01M 0.88% +13 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: 4,156 shares; 2024Q4: 4,166 shares; 2025Q1: 4,166 shares; 2025Q2: 4,177 shares; 2025Q3: 4,213 shares; 2025Q4: 4,199 shares; 2026Q1: 4,217 shares 4,217 $2.99M 0.87% +18 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,843 shares; 2024Q4: 23,471 shares; 2025Q1: 23,471 shares; 2025Q2: 23,471 shares; 2025Q3: 23,471 shares; 2025Q4: 86,621 shares; 2026Q1: 112,102 shares 112,102 $2.86M 0.83% +25,481 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,092 shares; 2025Q1: 34,981 shares; 2025Q2: 44,162 shares; 2025Q3: 56,843 shares; 2025Q4: 85,277 shares; 2026Q1: 106,161 shares 106,161 $2.63M 0.77% +20,884 Timeline HYLS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,219 shares; 2025Q1: 19,799 shares; 2025Q2: 25,280 shares; 2025Q3: 33,264 shares; 2025Q4: 50,639 shares; 2026Q1: 64,422 shares 64,422 $2.61M 0.76% +13,783 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: 13,828 shares; 2024Q4: 24,394 shares; 2025Q1: 25,366 shares; 2025Q2: 28,031 shares; 2025Q3: 32,637 shares; 2025Q4: 31,814 shares; 2026Q1: 37,969 shares 37,969 $2.59M 0.75% +6,155 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: 2,219 shares; 2024Q4: 2,300 shares; 2025Q1: 2,512 shares; 2025Q2: 2,299 shares; 2025Q3: 8,783 shares; 2025Q4: 8,121 shares; 2026Q1: 8,149 shares 8,149 $2.52M 0.74% +28 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: 3,623 shares; 2024Q4: 5,126 shares; 2025Q1: 5,041 shares; 2025Q2: 5,042 shares; 2025Q3: 5,211 shares; 2025Q4: 5,224 shares; 2026Q1: 5,059 shares 5,059 $2.42M 0.71% -165 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: 4,775 shares; 2024Q4: 8,605 shares; 2025Q1: 8,381 shares; 2025Q2: 13,347 shares; 2025Q3: 12,130 shares; 2025Q4: 12,039 shares; 2026Q1: 12,266 shares 12,266 $2.41M 0.7% +227 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,192 shares; 2024Q4: 50,116 shares; 2025Q1: 51,882 shares; 2025Q2: 47,154 shares; 2025Q3: 52,549 shares; 2025Q4: 48,512 shares; 2026Q1: 42,710 shares 42,710 $2.16M 0.63% -5,802 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: 7,019 shares; 2024Q4: 7,096 shares; 2025Q1: 7,076 shares; 2025Q2: 7,805 shares; 2025Q3: 9,002 shares; 2025Q4: 9,173 shares; 2026Q1: 9,467 shares 9,467 $1.97M 0.57% +294 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: 1,572 shares; 2024Q4: 1,571 shares; 2025Q1: 1,566 shares; 2025Q2: 1,648 shares; 2025Q3: 2,197 shares; 2025Q4: 1,806 shares; 2026Q1: 3,171 shares 3,171 $1.96M 0.57% +1,365 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: 47,281 shares; 2024Q4: 46,468 shares; 2025Q1: 46,582 shares; 2025Q2: 46,395 shares; 2025Q3: 43,289 shares; 2025Q4: 35,254 shares; 2026Q1: 33,908 shares 33,908 $1.92M 0.56% -1,346 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 29,142 shares; 2025Q1: 29,202 shares; 2025Q2: 28,397 shares; 2025Q3: 27,890 shares; 2025Q4: 26,205 shares; 2026Q1: 26,459 shares 26,459 $1.89M 0.55% +254 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,522 shares; 2025Q1: 15,188 shares; 2025Q2: 16,337 shares; 2025Q3: 30,910 shares; 2025Q4: 51,343 shares; 2026Q1: 59,590 shares 59,590 $1.88M 0.55% +8,247 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: 1,739 shares; 2024Q4: 1,431 shares; 2025Q1: 1,862 shares; 2025Q2: 1,793 shares; 2025Q3: 2,179 shares; 2025Q4: 2,638 shares; 2026Q1: 3,148 shares 3,148 $1.88M 0.55% +510 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,345 shares; 2025Q1: 16,323 shares; 2025Q2: 17,213 shares; 2025Q3: 23,096 shares; 2025Q4: 38,556 shares; 2026Q1: 46,006 shares 46,006 $1.81M 0.53% +7,450 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: 2,332 shares; 2024Q4: 2,110 shares; 2025Q1: 2,049 shares; 2025Q2: 1,904 shares; 2025Q3: 4,503 shares; 2025Q4: 3,428 shares; 2026Q1: 2,720 shares 2,720 $1.77M 0.52% -708 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,431 shares; 2024Q4: 21,460 shares; 2025Q1: 17,696 shares; 2025Q2: 18,577 shares; 2025Q3: 26,734 shares; 2025Q4: 45,621 shares; 2026Q1: 54,291 shares 54,291 $1.75M 0.51% +8,670 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: 15,928 shares; 2024Q4: 15,619 shares; 2025Q1: 15,688 shares; 2025Q2: 16,501 shares; 2025Q3: 16,454 shares; 2025Q4: 16,618 shares; 2026Q1: 15,078 shares 15,078 $1.73M 0.51% -1,540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,141 shares; 2025Q3: 20,317 shares; 2025Q4: 20,676 shares; 2026Q1: 22,308 shares 22,308 $1.71M 0.5% +1,632 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: 1,034 shares; 2024Q4: 1,068 shares; 2025Q1: 1,061 shares; 2025Q2: 4,072 shares; 2025Q3: 3,918 shares; 2025Q4: 3,982 shares; 2026Q1: 3,909 shares 3,909 $1.71M 0.5% -73 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,633 shares; 2024Q4: 26,572 shares; 2025Q1: 26,005 shares; 2025Q2: 26,983 shares; 2025Q3: 26,352 shares; 2025Q4: 24,833 shares; 2026Q1: 21,587 shares 21,587 $1.58M 0.46% -3,246 Timeline SHY 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: 20,779 shares; 2024Q4: 19,448 shares; 2025Q1: 19,856 shares; 2025Q2: 19,916 shares; 2025Q3: 20,434 shares; 2025Q4: 19,446 shares; 2026Q1: 17,568 shares 17,568 $1.45M 0.42% -1,878 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,856 shares; 2024Q4: 16,583 shares; 2025Q1: 15,919 shares; 2025Q2: 15,900 shares; 2025Q3: 15,444 shares; 2025Q4: 14,613 shares; 2026Q1: 13,789 shares 13,789 $1.42M 0.41% -824 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,899 shares; 2024Q4: 9,497 shares; 2025Q1: 9,455 shares; 2025Q2: 9,052 shares; 2025Q3: 17,628 shares; 2025Q4: 24,865 shares; 2026Q1: 28,495 shares 28,495 $1.42M 0.41% +3,630 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: 3,981 shares; 2024Q4: 4,204 shares; 2025Q1: 4,254 shares; 2025Q2: 4,550 shares; 2025Q3: 4,600 shares; 2025Q4: 4,213 shares; 2026Q1: 4,246 shares 4,246 $1.4M 0.41% +33 Timeline DFAI 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: 28,334 shares; 2024Q4: 21,095 shares; 2025Q1: 20,918 shares; 2025Q2: 30,600 shares; 2025Q3: 28,825 shares; 2025Q4: 28,293 shares; 2026Q1: 35,040 shares 35,040 $1.37M 0.4% +6,747 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: 6,646 shares; 2024Q4: 6,658 shares; 2025Q1: 6,654 shares; 2025Q2: 5,729 shares; 2025Q3: 5,708 shares; 2025Q4: 5,698 shares; 2026Q1: 5,703 shares 5,703 $1.35M 0.39% +5 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: 1,692 shares; 2024Q4: 1,781 shares; 2025Q1: 1,819 shares; 2025Q2: 2,080 shares; 2025Q3: 3,170 shares; 2025Q4: 2,636 shares; 2026Q1: 2,330 shares 2,330 $1.34M 0.39% -306 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: 7,563 shares; 2024Q4: 6,524 shares; 2025Q1: 6,689 shares; 2025Q2: 24,285 shares; 2025Q3: 24,191 shares; 2025Q4: 24,490 shares; 2026Q1: 24,559 shares 24,559 $1.33M 0.39% +69 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: 17,048 shares; 2024Q4: 49,047 shares; 2025Q1: 64,282 shares; 2025Q2: 50,194 shares; 2025Q3: 55,330 shares; 2025Q4: 51,012 shares; 2026Q1: 50,089 shares 50,089 $1.26M 0.37% -923 Timeline RWL 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: 7,737 shares; 2024Q4: 7,379 shares; 2025Q1: 7,298 shares; 2025Q2: 7,974 shares; 2025Q3: 9,642 shares; 2025Q4: 10,326 shares; 2026Q1: 10,675 shares 10,675 $1.23M 0.36% +349 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,779 shares; 2024Q4: 28,665 shares; 2025Q1: 28,516 shares; 2025Q2: 28,313 shares; 2025Q3: 29,584 shares; 2025Q4: 29,704 shares; 2026Q1: 29,571 shares 29,571 $1.21M 0.35% -133 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: 1,254 shares; 2024Q4: 1,298 shares; 2025Q1: 1,305 shares; 2025Q2: 1,588 shares; 2025Q3: 1,920 shares; 2025Q4: 2,158 shares; 2026Q1: 2,072 shares 2,072 $1.19M 0.35% -86 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: 4,315 shares; 2024Q4: 4,187 shares; 2025Q1: 3,794 shares; 2025Q2: 3,811 shares; 2025Q3: 4,124 shares; 2025Q4: 4,057 shares; 2026Q1: 4,077 shares 4,077 $1.17M 0.34% +20 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: 7,280 shares; 2024Q4: 7,340 shares; 2025Q1: 7,392 shares; 2025Q2: 6,679 shares; 2025Q3: 6,676 shares; 2025Q4: 6,759 shares; 2026Q1: 6,820 shares 6,820 $1.16M 0.34% +61 Timeline DFEV 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: not reported; 2024Q4: 8,357 shares; 2025Q1: 8,934 shares; 2025Q2: 10,265 shares; 2025Q3: 15,126 shares; 2025Q4: 25,448 shares; 2026Q1: 31,659 shares 31,659 $1.13M 0.33% +6,211 Timeline METL SPROTT FDS TR More: the full row for SPROTT FDS 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: 10,629 shares; 2026Q1: 41,766 shares 41,766 $1.12M 0.33% +31,137 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: 4,866 shares; 2024Q4: 4,724 shares; 2025Q1: 4,752 shares; 2025Q2: 4,590 shares; 2025Q3: 4,652 shares; 2025Q4: 4,456 shares; 2026Q1: 4,452 shares 4,452 $1.08M 0.31% -4 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,810 shares; 2024Q4: 13,499 shares; 2025Q1: 13,475 shares; 2025Q2: 13,320 shares; 2025Q3: 11,135 shares; 2025Q4: 11,127 shares; 2026Q1: 11,352 shares 11,352 $1.05M 0.31% +225 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,328 shares; 2024Q4: 5,089 shares; 2025Q1: 5,120 shares; 2025Q2: 5,149 shares; 2025Q3: 5,481 shares; 2025Q4: 5,402 shares; 2026Q1: 7,174 shares 7,174 $1.05M 0.31% +1,772 Timeline DFAU 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: 38,809 shares; 2024Q4: 34,694 shares; 2025Q1: 34,196 shares; 2025Q2: 34,202 shares; 2025Q3: 37,089 shares; 2025Q4: 23,091 shares; 2026Q1: 22,635 shares 22,635 $1.02M 0.3% -456 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: 20,356 shares; 2024Q4: 39,575 shares; 2025Q1: 39,094 shares; 2025Q2: 38,238 shares; 2025Q3: 39,859 shares; 2025Q4: 40,833 shares; 2026Q1: 40,845 shares 40,845 $1.01M 0.29% +12 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: 9,994 shares; 2024Q4: 10,058 shares; 2025Q1: 10,143 shares; 2025Q2: 10,204 shares; 2025Q3: 10,272 shares; 2025Q4: 10,342 shares; 2026Q1: 10,416 shares 10,416 $1.01M 0.29% +74 Timeline DEHP 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: not reported; 2024Q4: 9,203 shares; 2025Q1: 9,784 shares; 2025Q2: 11,073 shares; 2025Q3: 15,203 shares; 2025Q4: 24,970 shares; 2026Q1: 29,581 shares 29,581 $1000K 0.29% +4,611 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: 2,689 shares; 2024Q4: 2,778 shares; 2025Q1: 2,738 shares; 2025Q2: 2,979 shares; 2025Q3: 3,229 shares; 2025Q4: 3,347 shares; 2026Q1: 3,425 shares 3,425 $972K 0.28% +78 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,174 shares; 2025Q3: 11,103 shares; 2025Q4: 10,435 shares; 2026Q1: 10,419 shares 10,419 $968K 0.28% -16 Timeline DFIV 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: 32,105 shares; 2024Q4: 8,045 shares; 2025Q1: 12,623 shares; 2025Q2: 13,997 shares; 2025Q3: 16,398 shares; 2025Q4: 16,887 shares; 2026Q1: 17,633 shares 17,633 $931K 0.27% +746 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: 1,792 shares; 2024Q4: 1,865 shares; 2025Q1: 1,901 shares; 2025Q2: 1,879 shares; 2025Q3: 2,447 shares; 2025Q4: 2,497 shares; 2026Q1: 2,492 shares 2,492 $926K 0.27% -5 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,135 shares; 2024Q4: 8,768 shares; 2025Q1: 9,005 shares; 2025Q2: 17,700 shares; 2025Q3: 10,845 shares; 2025Q4: 11,261 shares; 2026Q1: 11,629 shares 11,629 $912K 0.27% +368 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: 5,177 shares; 2024Q4: 5,155 shares; 2025Q1: 5,154 shares; 2025Q2: 4,698 shares; 2025Q3: 4,702 shares; 2025Q4: 4,714 shares; 2026Q1: 4,712 shares 4,712 $909K 0.27% -2 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,894 shares; 2025Q3: 17,479 shares; 2025Q4: 18,903 shares; 2026Q1: 18,913 shares 18,913 $909K 0.26% +10 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: 3,372 shares; 2024Q4: 3,393 shares; 2025Q1: 3,438 shares; 2025Q2: 3,428 shares; 2025Q3: 3,433 shares; 2025Q4: 3,447 shares; 2026Q1: 3,633 shares 3,633 $888K 0.26% +186 Timeline DFGR 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: not reported; 2024Q4: 9,600 shares; 2025Q1: 10,216 shares; 2025Q2: 11,154 shares; 2025Q3: 14,866 shares; 2025Q4: 26,360 shares; 2026Q1: 33,325 shares 33,325 $886K 0.26% +6,965 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF 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: not reported; 2025Q4: 32,777 shares; 2026Q1: 32,777 shares 32,777 $861K 0.25% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,725 shares; 2024Q4: 2,736 shares; 2025Q1: 2,734 shares; 2025Q2: 2,861 shares; 2025Q3: 3,011 shares; 2025Q4: 2,924 shares; 2026Q1: 2,830 shares 2,830 $855K 0.25% -94 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,799 shares; 2024Q4: 19,494 shares; 2025Q1: 19,050 shares; 2025Q2: 19,134 shares; 2025Q3: 19,652 shares; 2025Q4: 19,505 shares; 2026Q1: 19,414 shares 19,414 $849K 0.25% -91 Timeline FLBL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,013 shares; 2024Q4: 38,503 shares; 2025Q1: 40,744 shares; 2025Q2: 38,564 shares; 2025Q3: 40,980 shares; 2025Q4: 38,187 shares; 2026Q1: 36,660 shares 36,660 $843K 0.25% -1,527 Timeline SCHY 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: 33,923 shares; 2024Q4: 20,092 shares; 2025Q1: 19,315 shares; 2025Q2: 20,445 shares; 2025Q3: 21,846 shares; 2025Q4: 22,755 shares; 2026Q1: 26,485 shares 26,485 $839K 0.24% +3,730 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,387 shares; 2024Q4: 23,755 shares; 2025Q1: 23,435 shares; 2025Q2: 21,352 shares; 2025Q3: 20,068 shares; 2025Q4: 17,907 shares; 2026Q1: 18,402 shares 18,402 $821K 0.24% +495 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: 2,093 shares; 2024Q4: 1,942 shares; 2025Q1: 1,957 shares; 2025Q2: 1,972 shares; 2025Q3: 2,663 shares; 2025Q4: 2,701 shares; 2026Q1: 2,840 shares 2,840 $815K 0.24% +139 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,211 shares; 2024Q4: 40,708 shares; 2025Q1: 37,927 shares; 2025Q2: 37,391 shares; 2025Q3: 34,357 shares; 2025Q4: 18,553 shares; 2026Q1: 18,646 shares 18,646 $813K 0.24% +93 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: 4,343 shares; 2024Q4: 8,353 shares; 2025Q1: 7,187 shares; 2025Q2: 5,793 shares; 2025Q3: 6,898 shares; 2025Q4: 6,294 shares; 2026Q1: 6,496 shares 6,496 $808K 0.24% +202 Timeline HYEM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,821 shares; 2024Q4: 26,343 shares; 2025Q1: 27,664 shares; 2025Q2: 24,346 shares; 2025Q3: 30,419 shares; 2025Q4: 33,308 shares; 2026Q1: 39,891 shares 39,891 $787K 0.23% +6,583 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,520 shares; 2025Q3: 8,129 shares; 2025Q4: 7,796 shares; 2026Q1: 7,905 shares 7,905 $785K 0.23% +109 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,135 shares; 2024Q4: 66,060 shares; 2025Q1: 58,387 shares; 2025Q2: 58,257 shares; 2025Q3: 51,504 shares; 2025Q4: 44,845 shares; 2026Q1: 43,145 shares 43,145 $780K 0.23% -1,700 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,388 shares; 2025Q4: 16,547 shares; 2026Q1: 12,678 shares 12,678 $777K 0.23% -3,869 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: 3,726 shares; 2024Q4: 3,724 shares; 2025Q1: 3,672 shares; 2025Q2: 4,025 shares; 2025Q3: 5,993 shares; 2025Q4: 5,983 shares; 2026Q1: 6,113 shares 6,113 $760K 0.22% +130 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 882 shares; 2025Q3: 1,890 shares; 2025Q4: 2,223 shares; 2026Q1: 2,280 shares 2,280 $749K 0.22% +57 Timeline LQIG 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: 10,475 shares; 2024Q4: 10,583 shares; 2025Q1: 10,594 shares; 2025Q2: 10,091 shares; 2025Q3: 9,864 shares; 2025Q4: 9,646 shares; 2026Q1: 7,841 shares 7,841 $743K 0.22% -1,805 Timeline FVD 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: 20,384 shares; 2024Q4: 17,959 shares; 2025Q1: 17,993 shares; 2025Q2: 18,113 shares; 2025Q3: 15,416 shares; 2025Q4: 15,441 shares; 2026Q1: 15,692 shares 15,692 $738K 0.22% +251 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: 7,111 shares; 2024Q4: 7,104 shares; 2025Q1: 7,168 shares; 2025Q2: 6,205 shares; 2025Q3: 6,293 shares; 2025Q4: 6,071 shares; 2026Q1: 6,087 shares 6,087 $732K 0.21% +16 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,696 shares; 2025Q4: 4,258 shares; 2026Q1: 4,445 shares 4,445 $729K 0.21% +187 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: 2,038 shares; 2024Q4: 2,038 shares; 2025Q1: 2,038 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,038 shares; 2026Q1: 2,038 shares 2,038 $727K 0.21% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,997 shares; 2024Q4: 11,974 shares; 2025Q1: 11,376 shares; 2025Q2: 11,264 shares; 2025Q3: 11,037 shares; 2025Q4: 11,270 shares; 2026Q1: 14,259 shares 14,259 $725K 0.21% +2,989 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: 7,654 shares; 2024Q4: 7,593 shares; 2025Q1: 7,561 shares; 2025Q2: 7,129 shares; 2025Q3: 7,358 shares; 2025Q4: 7,361 shares; 2026Q1: 7,379 shares 7,379 $711K 0.21% +18 Timeline RSPT 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: 14,560 shares; 2024Q4: 15,465 shares; 2025Q1: 15,484 shares; 2025Q2: 15,503 shares; 2025Q3: 15,517 shares; 2025Q4: 15,530 shares; 2026Q1: 15,543 shares 15,543 $703K 0.21% +13 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,297 shares; 2025Q3: 7,309 shares; 2025Q4: 7,134 shares; 2026Q1: 7,087 shares 7,087 $697K 0.2% -47 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: 1,510 shares; 2024Q4: 1,778 shares; 2025Q1: 1,877 shares; 2025Q2: 1,918 shares; 2025Q3: 1,843 shares; 2025Q4: 1,750 shares; 2026Q1: 2,398 shares 2,398 $689K 0.2% +648 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,460 shares; 2024Q4: 16,199 shares; 2025Q1: 15,271 shares; 2025Q2: 12,440 shares; 2025Q3: 12,114 shares; 2025Q4: 11,923 shares; 2026Q1: 20,470 shares 20,470 $687K 0.2% +8,547 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: 9,179 shares; 2024Q4: 9,220 shares; 2025Q1: 9,112 shares; 2025Q2: 8,917 shares; 2025Q3: 9,101 shares; 2025Q4: 8,506 shares; 2026Q1: 8,814 shares 8,814 $684K 0.2% +308 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: 3,479 shares; 2025Q1: 3,541 shares; 2025Q2: 4,347 shares; 2025Q3: 4,838 shares; 2025Q4: 4,558 shares; 2026Q1: 4,672 shares 4,672 $683K 0.2% +114 Timeline GUSE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,941 shares; 2026Q1: 17,313 shares 17,313 $676K 0.2% -6,628 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: 9,537 shares; 2024Q4: 9,671 shares; 2025Q1: 9,763 shares; 2025Q2: 9,866 shares; 2025Q3: 9,954 shares; 2025Q4: 10,117 shares; 2026Q1: 10,210 shares 10,210 $674K 0.2% +93 Timeline IEF 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: 4,749 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,212 shares; 2025Q4: 9,716 shares; 2026Q1: 6,827 shares 6,827 $652K 0.19% -2,889 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,192 shares; 2024Q4: 47,280 shares; 2025Q1: 49,476 shares; 2025Q2: 51,079 shares; 2025Q3: 64,165 shares; 2025Q4: 65,079 shares; 2026Q1: 63,395 shares 63,395 $645K 0.19% -1,684 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: 5,183 shares; 2024Q4: 4,557 shares; 2025Q1: 4,561 shares; 2025Q2: 4,691 shares; 2025Q3: 16,987 shares; 2025Q4: 11,403 shares; 2026Q1: 9,246 shares 9,246 $624K 0.18% -2,157 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,655 shares; 2025Q1: 10,256 shares; 2025Q2: 14,275 shares; 2025Q3: 15,237 shares; 2025Q4: 14,686 shares; 2026Q1: 17,042 shares 17,042 $605K 0.18% +2,356 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: 7,412 shares; 2024Q4: 5,612 shares; 2025Q1: 7,552 shares; 2025Q2: 10,081 shares; 2025Q3: 12,422 shares; 2025Q4: 11,990 shares; 2026Q1: 11,936 shares 11,936 $595K 0.17% -54 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: 4,260 shares; 2024Q4: 4,128 shares; 2025Q1: 4,128 shares; 2025Q2: 4,075 shares; 2025Q3: 4,075 shares; 2025Q4: 4,296 shares; 2026Q1: 5,910 shares 5,910 $574K 0.17% +1,614 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: 3,478 shares; 2025Q2: not reported; 2025Q3: 4,946 shares; 2025Q4: 4,422 shares; 2026Q1: 6,402 shares 6,402 $564K 0.16% +1,980 Timeline IGSB 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: 14,414 shares; 2024Q4: 14,312 shares; 2025Q1: 14,240 shares; 2025Q2: 12,655 shares; 2025Q3: 13,337 shares; 2025Q4: 12,962 shares; 2026Q1: 10,688 shares 10,688 $562K 0.16% -2,274 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: 496 shares; 2024Q4: 505 shares; 2025Q1: 510 shares; 2025Q2: 620 shares; 2025Q3: 642 shares; 2025Q4: 562 shares; 2026Q1: 564 shares 564 $562K 0.16% +2 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,788 shares; 2024Q4: 9,924 shares; 2025Q1: 9,632 shares; 2025Q2: 14,312 shares; 2025Q3: 11,977 shares; 2025Q4: 11,112 shares; 2026Q1: 12,182 shares 12,182 $556K 0.16% +1,070 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,639 shares; 2024Q4: 32,945 shares; 2025Q1: 32,850 shares; 2025Q2: 30,627 shares; 2025Q3: 30,651 shares; 2025Q4: 30,145 shares; 2026Q1: 29,915 shares 29,915 $550K 0.16% -230 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: 871 shares; 2024Q4: 875 shares; 2025Q1: 887 shares; 2025Q2: 895 shares; 2025Q3: 899 shares; 2025Q4: 905 shares; 2026Q1: 910 shares 910 $550K 0.16% +5 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 9,345 shares; 2025Q4: 10,419 shares; 2026Q1: 14,036 shares 14,036 $539K 0.16% +3,617 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: 689 shares; 2024Q4: 691 shares; 2025Q1: 702 shares; 2025Q2: 706 shares; 2025Q3: 736 shares; 2025Q4: 591 shares; 2026Q1: 581 shares 581 $534K 0.16% -10 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,974 shares; 2024Q4: 19,808 shares; 2025Q1: 19,360 shares; 2025Q2: 21,230 shares; 2025Q3: 23,019 shares; 2025Q4: 21,954 shares; 2026Q1: 21,512 shares 21,512 $533K 0.16% -442 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: 3,944 shares; 2025Q3: 5,613 shares; 2025Q4: 4,739 shares; 2026Q1: 4,786 shares 4,786 $532K 0.16% +47 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,370 shares; 2024Q4: 18,784 shares; 2025Q1: 18,419 shares; 2025Q2: 17,540 shares; 2025Q3: 17,310 shares; 2025Q4: 16,353 shares; 2026Q1: 15,827 shares 15,827 $531K 0.15% -526 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: 8,097 shares; 2024Q4: 8,137 shares; 2025Q1: 8,203 shares; 2025Q2: 8,254 shares; 2025Q3: 8,598 shares; 2025Q4: 8,688 shares; 2026Q1: 8,745 shares 8,745 $530K 0.15% +57 Timeline STBF TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG 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: 13,913 shares; 2026Q1: 20,811 shares 20,811 $527K 0.15% +6,898 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,368 shares; 2024Q4: 21,416 shares; 2025Q1: 21,464 shares; 2025Q2: 21,486 shares; 2025Q3: 20,825 shares; 2025Q4: 19,218 shares; 2026Q1: 18,017 shares 18,017 $524K 0.15% -1,201 Timeline DFAE 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: 14,451 shares; 2024Q4: 13,526 shares; 2025Q1: 13,440 shares; 2025Q2: 17,918 shares; 2025Q3: 17,967 shares; 2025Q4: 11,726 shares; 2026Q1: 15,326 shares 15,326 $519K 0.15% +3,600 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: 2,915 shares; 2025Q2: 4,315 shares; 2025Q3: 4,924 shares; 2025Q4: 4,718 shares; 2026Q1: 4,686 shares 4,686 $518K 0.15% -32 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: 22,470 shares; 2024Q4: 20,915 shares; 2025Q1: 20,696 shares; 2025Q2: 19,431 shares; 2025Q3: 19,336 shares; 2025Q4: 18,567 shares; 2026Q1: 17,699 shares 17,699 $513K 0.15% -868 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,035 shares; 2025Q3: 4,536 shares; 2025Q4: 4,867 shares; 2026Q1: 4,773 shares 4,773 $507K 0.15% -94 Timeline ICVT 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: 5,242 shares; 2024Q4: 5,135 shares; 2025Q1: 4,949 shares; 2025Q2: 4,327 shares; 2025Q3: 5,108 shares; 2025Q4: 4,985 shares; 2026Q1: 4,957 shares 4,957 $505K 0.15% -28 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,402 shares; 2024Q4: 7,448 shares; 2025Q1: 7,488 shares; 2025Q2: 7,343 shares; 2025Q3: 7,387 shares; 2025Q4: 7,372 shares; 2026Q1: 6,430 shares 6,430 $499K 0.15% -942 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: 1,644 shares; 2024Q4: 1,644 shares; 2025Q1: 1,644 shares; 2025Q2: 1,643 shares; 2025Q3: 1,642 shares; 2025Q4: 1,644 shares; 2026Q1: 1,646 shares 1,646 $498K 0.15% +2 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: 5,132 shares; 2024Q4: 4,674 shares; 2025Q1: 4,318 shares; 2025Q2: 3,855 shares; 2025Q3: 4,028 shares; 2025Q4: 4,030 shares; 2026Q1: 3,447 shares 3,447 $498K 0.15% -583 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: 2,730 shares; 2024Q4: 2,632 shares; 2025Q1: 2,633 shares; 2025Q2: 2,437 shares; 2025Q3: 2,151 shares; 2025Q4: 2,153 shares; 2026Q1: 2,156 shares 2,156 $497K 0.14% +3 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV 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: 378 shares; 2025Q3: 416 shares; 2025Q4: 398 shares; 2026Q1: 367 shares 367 $485K 0.14% -31 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,222 shares; 2025Q4: 8,201 shares; 2026Q1: 10,292 shares 10,292 $480K 0.14% +2,091 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: 1,979 shares; 2024Q4: 1,983 shares; 2025Q1: 1,580 shares; 2025Q2: 1,587 shares; 2025Q3: 5,677 shares; 2025Q4: 3,995 shares; 2026Q1: 3,263 shares 3,263 $478K 0.14% -732 Timeline PGHY 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: 16,613 shares; 2024Q4: 17,810 shares; 2025Q1: 18,655 shares; 2025Q2: 16,080 shares; 2025Q3: 30,916 shares; 2025Q4: 28,008 shares; 2026Q1: 24,480 shares 24,480 $475K 0.14% -3,528 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,093 shares; 2024Q4: 9,036 shares; 2025Q1: 8,928 shares; 2025Q2: 8,646 shares; 2025Q3: 8,920 shares; 2025Q4: 8,959 shares; 2026Q1: 8,676 shares 8,676 $470K 0.14% -283 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS 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: 3,108 shares; 2025Q3: 3,711 shares; 2025Q4: 4,328 shares; 2026Q1: 4,288 shares 4,288 $460K 0.13% -40 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: 2,089 shares; 2024Q4: 2,025 shares; 2025Q1: 1,989 shares; 2025Q2: 1,967 shares; 2025Q3: 2,143 shares; 2025Q4: 2,026 shares; 2026Q1: 2,022 shares 2,022 $440K 0.13% -4 Timeline SKYY 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: 4,674 shares; 2024Q4: 4,464 shares; 2025Q1: 4,363 shares; 2025Q2: 4,107 shares; 2025Q3: 4,145 shares; 2025Q4: 4,041 shares; 2026Q1: 3,970 shares 3,970 $434K 0.13% -71 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,201 shares; 2024Q4: 7,046 shares; 2025Q1: 6,146 shares; 2025Q2: 6,110 shares; 2025Q3: 5,568 shares; 2025Q4: 4,545 shares; 2026Q1: 4,724 shares 4,724 $432K 0.13% +179 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,264 shares; 2024Q4: 10,536 shares; 2025Q1: 12,464 shares; 2025Q2: 11,576 shares; 2025Q3: 14,441 shares; 2025Q4: 16,902 shares; 2026Q1: 18,380 shares 18,380 $429K 0.12% +1,478 Timeline DFNM 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: 6,545 shares; 2024Q4: 6,545 shares; 2025Q1: 6,545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,304 shares; 2026Q1: 8,904 shares 8,904 $427K 0.12% +2,600 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 507 shares; 2025Q3: 509 shares; 2025Q4: 571 shares; 2026Q1: 577 shares 577 $420K 0.12% +6 Timeline HYGV FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,007 shares; 2024Q4: 10,815 shares; 2025Q1: 10,343 shares; 2025Q2: 9,720 shares; 2025Q3: 10,523 shares; 2025Q4: 10,488 shares; 2026Q1: 10,488 shares 10,488 $420K 0.12% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,023 shares; 2024Q4: 2,092 shares; 2025Q1: 1,989 shares; 2025Q2: 1,725 shares; 2025Q3: 1,847 shares; 2025Q4: 2,038 shares; 2026Q1: 2,024 shares 2,024 $419K 0.12% -14 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,070 shares; 2024Q4: 5,069 shares; 2025Q1: 5,083 shares; 2025Q2: 5,082 shares; 2025Q3: 5,116 shares; 2025Q4: 5,114 shares; 2026Q1: 5,088 shares 5,088 $416K 0.12% -26 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,693 shares 1,693 $406K 0.12% new Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,458 shares; 2024Q4: 8,138 shares; 2025Q1: 8,140 shares; 2025Q2: 8,311 shares; 2025Q3: 8,042 shares; 2025Q4: 8,178 shares; 2026Q1: 8,170 shares 8,170 $404K 0.12% -8 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,118 shares; 2025Q3: 5,176 shares; 2025Q4: 5,233 shares; 2026Q1: 5,214 shares 5,214 $402K 0.12% -19 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: 1,674 shares; 2024Q4: 1,685 shares; 2025Q1: 1,635 shares; 2025Q2: 1,624 shares; 2025Q3: 1,639 shares; 2025Q4: 1,646 shares; 2026Q1: 1,653 shares 1,653 $401K 0.12% +7 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM 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: 1,837 shares; 2025Q3: 2,073 shares; 2025Q4: 2,081 shares; 2026Q1: 2,948 shares 2,948 $397K 0.12% +867 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: 9,480 shares; 2024Q4: 8,201 shares; 2025Q1: 8,201 shares; 2025Q2: 9,090 shares; 2025Q3: 7,473 shares; 2025Q4: 6,954 shares; 2026Q1: 6,954 shares 6,954 $393K 0.11% 0 Timeline SIO TOUCHSTONE ETF TRUST More: the full row for TOUCHSTONE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 55,248 shares; 2025Q1: 57,530 shares; 2025Q2: 66,223 shares; 2025Q3: 94,322 shares; 2025Q4: 23,651 shares; 2026Q1: 15,287 shares 15,287 $392K 0.11% -8,364 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: 542 shares; 2024Q4: 491 shares; 2025Q1: 491 shares; 2025Q2: 463 shares; 2025Q3: 905 shares; 2025Q4: 748 shares; 2026Q1: 596 shares 596 $389K 0.11% -152 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,123 shares; 2025Q1: 2,134 shares; 2025Q2: 1,943 shares; 2025Q3: 1,953 shares; 2025Q4: 1,941 shares; 2026Q1: 1,948 shares 1,948 $386K 0.11% +7 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: 1,340 shares; 2024Q4: 1,340 shares; 2025Q1: not reported; 2025Q2: 1,961 shares; 2025Q3: 2,558 shares; 2025Q4: 2,265 shares; 2026Q1: 2,124 shares 2,124 $385K 0.11% -141 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,495 shares; 2024Q4: 38,825 shares; 2025Q1: 30,673 shares; 2025Q2: 31,139 shares; 2025Q3: 32,568 shares; 2025Q4: 33,173 shares; 2026Q1: 33,080 shares 33,080 $382K 0.11% -93 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,110 shares; 2024Q4: 7,728 shares; 2025Q1: 7,926 shares; 2025Q2: 5,800 shares; 2025Q3: 4,640 shares; 2025Q4: 5,100 shares; 2026Q1: 5,288 shares 5,288 $376K 0.11% +188 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,789 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,648 shares; 2025Q3: 5,284 shares; 2025Q4: 5,481 shares; 2026Q1: 5,481 shares 5,481 $374K 0.11% 0 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,974 shares; 2024Q4: 3,974 shares; 2025Q1: 3,917 shares; 2025Q2: 4,012 shares; 2025Q3: 4,724 shares; 2025Q4: 4,750 shares; 2026Q1: 4,784 shares 4,784 $371K 0.11% +34 Timeline SHYG 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: 8,054 shares; 2024Q4: 7,984 shares; 2025Q1: 7,709 shares; 2025Q2: 7,762 shares; 2025Q3: 8,998 shares; 2025Q4: 8,682 shares; 2026Q1: 8,607 shares 8,607 $364K 0.11% -75 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: 5,174 shares; 2024Q4: 5,115 shares; 2025Q1: 5,121 shares; 2025Q2: 5,003 shares; 2025Q3: 4,963 shares; 2025Q4: 4,926 shares; 2026Q1: 4,759 shares 4,759 $362K 0.11% -167 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,194 shares; 2024Q4: 4,052 shares; 2025Q1: 4,059 shares; 2025Q2: 4,433 shares; 2025Q3: 4,202 shares; 2025Q4: 4,217 shares; 2026Q1: 4,232 shares 4,232 $360K 0.11% +15 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,000 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 11,000 shares; 2026Q1: 11,000 shares 11,000 $346K 0.1% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,312 shares; 2025Q3: 7,202 shares; 2025Q4: 7,320 shares; 2026Q1: 7,294 shares 7,294 $342K 0.1% -26 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,802 shares; 2024Q4: 5,507 shares; 2025Q1: 5,591 shares; 2025Q2: 4,728 shares; 2025Q3: 4,467 shares; 2025Q4: 3,851 shares; 2026Q1: 3,740 shares 3,740 $342K 0.1% -111 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: 1,762 shares; 2024Q4: 1,749 shares; 2025Q1: 1,724 shares; 2025Q2: 1,665 shares; 2025Q3: 1,673 shares; 2025Q4: 1,438 shares; 2026Q1: 2,295 shares 2,295 $340K 0.1% +857 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,765 shares; 2025Q3: 4,857 shares; 2025Q4: 4,900 shares; 2026Q1: 4,914 shares 4,914 $338K 0.1% +14 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: 5,439 shares; 2024Q4: 4,463 shares; 2025Q1: 5,190 shares; 2025Q2: 5,275 shares; 2025Q3: 4,894 shares; 2025Q4: 4,860 shares; 2026Q1: 4,850 shares 4,850 $332K 0.1% -10 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: 13,384 shares; 2024Q4: 14,196 shares; 2025Q1: 14,023 shares; 2025Q2: 13,286 shares; 2025Q3: 11,459 shares; 2025Q4: 12,368 shares; 2026Q1: 11,712 shares 11,712 $329K 0.1% -656 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,277 shares; 2025Q3: 5,309 shares; 2025Q4: 5,253 shares; 2026Q1: 5,534 shares 5,534 $328K 0.1% +281 Timeline DEM 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: 6,853 shares; 2024Q4: 6,780 shares; 2025Q1: 6,679 shares; 2025Q2: 5,808 shares; 2025Q3: 6,163 shares; 2025Q4: 6,485 shares; 2026Q1: 6,469 shares 6,469 $321K 0.09% -16 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 952 shares; 2024Q4: 965 shares; 2025Q1: 962 shares; 2025Q2: 965 shares; 2025Q3: 967 shares; 2025Q4: 972 shares; 2026Q1: 975 shares 975 $320K 0.09% +3 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,349 shares; 2025Q1: 2,363 shares; 2025Q2: 2,370 shares; 2025Q3: 2,383 shares; 2025Q4: 2,282 shares; 2026Q1: 2,297 shares 2,297 $320K 0.09% +15 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,732 shares; 2024Q4: 8,393 shares; 2025Q1: 8,649 shares; 2025Q2: 7,969 shares; 2025Q3: 7,728 shares; 2025Q4: 7,628 shares; 2026Q1: 7,658 shares 7,658 $318K 0.09% +30 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: 2,440 shares; 2024Q4: 2,390 shares; 2025Q1: 2,384 shares; 2025Q2: 2,253 shares; 2025Q3: 2,258 shares; 2025Q4: 2,268 shares; 2026Q1: 2,272 shares 2,272 $314K 0.09% +4 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,350 shares; 2024Q4: 12,786 shares; 2025Q1: 12,843 shares; 2025Q2: 12,691 shares; 2025Q3: 14,371 shares; 2025Q4: 14,399 shares; 2026Q1: 14,354 shares 14,354 $313K 0.09% -45 Timeline RDVI 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: 17,912 shares; 2024Q4: 15,033 shares; 2025Q1: 15,104 shares; 2025Q2: 15,174 shares; 2025Q3: 16,245 shares; 2025Q4: 12,132 shares; 2026Q1: 12,207 shares 12,207 $312K 0.09% +75 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 634 shares; 2024Q4: 598 shares; 2025Q1: 440 shares; 2025Q2: 441 shares; 2025Q3: 441 shares; 2025Q4: 441 shares; 2026Q1: 442 shares 442 $308K 0.09% +1 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,424 shares; 2024Q4: 8,146 shares; 2025Q1: 8,042 shares; 2025Q2: 7,675 shares; 2025Q3: 7,578 shares; 2025Q4: 7,169 shares; 2026Q1: 6,877 shares 6,877 $308K 0.09% -292 Timeline BBHY 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: 9,050 shares; 2024Q4: 6,864 shares; 2025Q1: 6,857 shares; 2025Q2: 7,091 shares; 2025Q3: 6,531 shares; 2025Q4: 6,604 shares; 2026Q1: 6,684 shares 6,684 $306K 0.09% +80 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 203 shares; 2025Q1: 204 shares; 2025Q2: 214 shares; 2025Q3: 214 shares; 2025Q4: not reported; 2026Q1: 643 shares 643 $305K 0.09% new Timeline FSIG 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: 12,052 shares; 2024Q4: 12,947 shares; 2025Q1: not reported; 2025Q2: 10,480 shares; 2025Q3: 14,475 shares; 2025Q4: 15,299 shares; 2026Q1: 15,950 shares 15,950 $302K 0.09% +651 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,169 shares; 2024Q4: 16,686 shares; 2025Q1: 16,294 shares; 2025Q2: 15,223 shares; 2025Q3: 17,305 shares; 2025Q4: 17,235 shares; 2026Q1: 17,456 shares 17,456 $301K 0.09% +221 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS 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: 942 shares; 2025Q4: 1,007 shares; 2026Q1: 1,043 shares 1,043 $299K 0.09% +36 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: 1,631 shares; 2024Q4: 1,505 shares; 2025Q1: 1,319 shares; 2025Q2: 1,320 shares; 2025Q3: 1,350 shares; 2025Q4: 1,233 shares; 2026Q1: 1,205 shares 1,205 $299K 0.09% -28 Timeline SPRX LISTED FDS TR More: the full row for LISTED FDS 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: 14,839 shares; 2025Q4: 10,977 shares; 2026Q1: 8,336 shares 8,336 $297K 0.09% -2,641 Timeline SMDV 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: 5,635 shares; 2024Q4: 5,070 shares; 2025Q1: 5,029 shares; 2025Q2: 5,099 shares; 2025Q3: 4,276 shares; 2025Q4: 4,249 shares; 2026Q1: 4,280 shares 4,280 $294K 0.09% +31 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: 5,642 shares; 2024Q4: 5,653 shares; 2025Q1: 5,219 shares; 2025Q2: 5,996 shares; 2025Q3: 5,937 shares; 2025Q4: 5,945 shares; 2026Q1: 5,957 shares 5,957 $294K 0.09% +12 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,112 shares; 2025Q3: 5,492 shares; 2025Q4: 5,677 shares; 2026Q1: 6,086 shares 6,086 $294K 0.09% +409 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,660 shares; 2024Q4: 4,950 shares; 2025Q1: 4,950 shares; 2025Q2: 4,880 shares; 2025Q3: 5,004 shares; 2025Q4: 4,964 shares; 2026Q1: 4,671 shares 4,671 $293K 0.09% -293 Timeline DFGX 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: 5,415 shares; 2024Q4: 5,586 shares; 2025Q1: 5,586 shares; 2025Q2: 5,586 shares; 2025Q3: 5,625 shares; 2025Q4: 5,625 shares; 2026Q1: 5,576 shares 5,576 $292K 0.09% -49 Timeline IQLT 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: 6,307 shares 6,307 $292K 0.09% new Timeline CIEN CIENA CORP More: the full row for CIENA 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: 1,863 shares; 2025Q4: 1,574 shares; 2026Q1: 748 shares 748 $290K 0.08% -826 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 836 shares; 2025Q1: 837 shares; 2025Q2: 836 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 838 shares 838 $288K 0.08% +1 Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,649 shares; 2024Q4: 6,607 shares; 2025Q1: 6,387 shares; 2025Q2: 6,196 shares; 2025Q3: 5,968 shares; 2025Q4: 5,791 shares; 2026Q1: 5,739 shares 5,739 $283K 0.08% -52 Timeline VIGI 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: 3,216 shares; 2024Q4: 3,311 shares; 2025Q1: 2,828 shares; 2025Q2: 3,144 shares; 2025Q3: 3,156 shares; 2025Q4: 3,175 shares; 2026Q1: 3,195 shares 3,195 $283K 0.08% +20 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: 11,307 shares; 2024Q4: 11,126 shares; 2025Q1: 11,118 shares; 2025Q2: not reported; 2025Q3: 6,797 shares; 2025Q4: 6,380 shares; 2026Q1: 6,379 shares 6,379 $281K 0.08% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 906 shares; 2026Q1: 829 shares 829 $280K 0.08% -77 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,347 shares; 2024Q4: 28,468 shares; 2025Q1: 28,807 shares; 2025Q2: 26,819 shares; 2025Q3: 29,426 shares; 2025Q4: 29,168 shares; 2026Q1: 29,781 shares 29,781 $279K 0.08% +613 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: 1,363 shares; 2024Q4: 1,347 shares; 2025Q1: 1,360 shares; 2025Q2: 1,369 shares; 2025Q3: 1,371 shares; 2025Q4: 1,376 shares; 2026Q1: 1,386 shares 1,386 $276K 0.08% +10 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,239 shares; 2025Q4: not reported; 2026Q1: 3,948 shares 3,948 $275K 0.08% new Timeline REGL 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: 10,726 shares; 2024Q4: 10,754 shares; 2025Q1: 9,410 shares; 2025Q2: 7,719 shares; 2025Q3: 7,332 shares; 2025Q4: 5,169 shares; 2026Q1: 3,176 shares 3,176 $274K 0.08% -1,993 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,839 shares; 2025Q3: 2,686 shares; 2025Q4: 2,715 shares; 2026Q1: 2,694 shares 2,694 $270K 0.08% -21 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,752 shares; 2024Q4: 11,861 shares; 2025Q1: 10,791 shares; 2025Q2: 9,030 shares; 2025Q3: 9,072 shares; 2025Q4: 8,762 shares; 2026Q1: 8,799 shares 8,799 $268K 0.08% +37 Timeline CRH CRH PLC More: the full row for CRH 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: 1,915 shares; 2025Q4: 2,190 shares; 2026Q1: 2,549 shares 2,549 $268K 0.08% +359 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER TR I 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: 3,306 shares 3,306 $264K 0.08% new 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: 7,385 shares; 2024Q4: 7,397 shares; 2025Q1: 7,210 shares; 2025Q2: 6,475 shares; 2025Q3: 6,444 shares; 2025Q4: 6,127 shares; 2026Q1: 5,246 shares 5,246 $263K 0.08% -881 Timeline LRNZ ELEVATION SERIES TRUST More: the full row for ELEVATION 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: 6,780 shares; 2025Q3: 6,780 shares; 2025Q4: 6,603 shares; 2026Q1: 6,545 shares 6,545 $262K 0.08% -58 Timeline SGOV 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: 2,574 shares 2,574 $259K 0.08% new Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,471 shares; 2025Q1: 4,471 shares; 2025Q2: 4,471 shares; 2025Q3: 4,473 shares; 2025Q4: 4,473 shares; 2026Q1: 4,473 shares 4,473 $259K 0.08% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,555 shares; 2024Q4: 17,578 shares; 2025Q1: 17,602 shares; 2025Q2: 15,154 shares; 2025Q3: 14,547 shares; 2025Q4: 14,532 shares; 2026Q1: 14,526 shares 14,526 $258K 0.08% -6 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,770 shares; 2025Q4: 3,497 shares; 2026Q1: 3,467 shares 3,467 $258K 0.08% -30 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,207 shares; 2024Q4: 12,162 shares; 2025Q1: 12,063 shares; 2025Q2: 10,342 shares; 2025Q3: 11,195 shares; 2025Q4: 10,147 shares; 2026Q1: 10,048 shares 10,048 $256K 0.07% -99 Timeline IVE 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: 1,268 shares; 2024Q4: 1,272 shares; 2025Q1: 1,133 shares; 2025Q2: not reported; 2025Q3: 2,166 shares; 2025Q4: 1,563 shares; 2026Q1: 1,201 shares 1,201 $254K 0.07% -362 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,360 shares; 2025Q3: 5,173 shares; 2025Q4: 5,018 shares; 2026Q1: 5,187 shares 5,187 $253K 0.07% +169 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,505 shares; 2025Q4: 11,313 shares; 2026Q1: 9,539 shares 9,539 $250K 0.07% -1,774 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,896 shares; 2025Q3: 1,898 shares; 2025Q4: 1,900 shares; 2026Q1: 1,900 shares 1,900 $249K 0.07% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 508 shares; 2024Q4: 515 shares; 2025Q1: 515 shares; 2025Q2: 417 shares; 2025Q3: 445 shares; 2025Q4: 447 shares; 2026Q1: 442 shares 442 $249K 0.07% -5 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,995 shares; 2024Q4: 15,794 shares; 2025Q1: 15,173 shares; 2025Q2: 14,453 shares; 2025Q3: 14,328 shares; 2025Q4: 14,201 shares; 2026Q1: 14,144 shares 14,144 $248K 0.07% -57 Timeline DUSB 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: not reported; 2024Q4: 6,390 shares; 2025Q1: 13,810 shares; 2025Q2: 10,964 shares; 2025Q3: 11,952 shares; 2025Q4: 6,939 shares; 2026Q1: 4,845 shares 4,845 $246K 0.07% -2,094 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,724 shares; 2024Q4: 11,448 shares; 2025Q1: 11,220 shares; 2025Q2: 9,648 shares; 2025Q3: 11,086 shares; 2025Q4: 10,579 shares; 2026Q1: 10,474 shares 10,474 $243K 0.07% -105 Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,847 shares; 2024Q4: 23,847 shares; 2025Q1: 23,453 shares; 2025Q2: 23,453 shares; 2025Q3: 22,554 shares; 2025Q4: 20,391 shares; 2026Q1: 20,391 shares 20,391 $242K 0.07% 0 Timeline XAR 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: 948 shares 948 $241K 0.07% new 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: 1,236 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 978 shares 978 $239K 0.07% new Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,971 shares; 2025Q4: 2,801 shares; 2026Q1: 2,597 shares 2,597 $238K 0.07% -204 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: 2,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,340 shares; 2025Q4: 1,273 shares; 2026Q1: 1,162 shares 1,162 $236K 0.07% -111 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,663 shares; 2024Q4: 13,974 shares; 2025Q1: 13,410 shares; 2025Q2: 6,910 shares; 2025Q3: 3,338 shares; 2025Q4: 1,115 shares; 2026Q1: 854 shares 854 $232K 0.07% -261 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,179 shares 4,179 $232K 0.07% new Timeline RSPH 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: 70,639 shares; 2024Q4: 67,287 shares; 2025Q1: 64,138 shares; 2025Q2: 39,855 shares; 2025Q3: 31,106 shares; 2025Q4: 16,448 shares; 2026Q1: 7,603 shares 7,603 $230K 0.07% -8,845 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,067 shares; 2025Q4: 2,807 shares; 2026Q1: 2,024 shares 2,024 $229K 0.07% -783 Timeline USHY 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: 5,466 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,169 shares; 2026Q1: 6,184 shares 6,184 $228K 0.07% +15 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: not reported; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,375 shares; 2025Q3: 1,366 shares; 2025Q4: 1,374 shares; 2026Q1: 1,370 shares 1,370 $227K 0.07% -4 Timeline BKCH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,921 shares; 2025Q4: 4,056 shares; 2026Q1: 4,030 shares 4,030 $225K 0.07% -26 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,896 shares; 2024Q4: 2,907 shares; 2025Q1: 6,122 shares; 2025Q2: 1,883 shares; 2025Q3: 1,944 shares; 2025Q4: 2,053 shares; 2026Q1: 2,044 shares 2,044 $223K 0.06% -9 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: 52 shares; 2025Q4: 61 shares; 2026Q1: 65 shares 65 $220K 0.06% +4 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 8,035 shares; 2025Q4: 6,686 shares; 2026Q1: 4,744 shares 4,744 $219K 0.06% -1,942 Timeline TLT 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: 3,066 shares; 2025Q4: 3,213 shares; 2026Q1: 2,524 shares 2,524 $219K 0.06% -689 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 516 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 522 shares; 2025Q3: 521 shares; 2025Q4: 522 shares; 2026Q1: 522 shares 522 $218K 0.06% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL 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: 2,465 shares; 2025Q4: 3,029 shares; 2026Q1: 2,880 shares 2,880 $213K 0.06% -149 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER 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: 8,009 shares; 2025Q4: 8,902 shares; 2026Q1: 9,336 shares 9,336 $213K 0.06% +434 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 192 shares; 2025Q3: 241 shares; 2025Q4: 2,396 shares; 2026Q1: 2,202 shares 2,202 $212K 0.06% -194 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: 1,431 shares; 2024Q4: 1,432 shares; 2025Q1: not reported; 2025Q2: 1,398 shares; 2025Q3: 1,544 shares; 2025Q4: 1,490 shares; 2026Q1: 1,435 shares 1,435 $211K 0.06% -55 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: 1,786 shares; 2024Q4: 1,781 shares; 2025Q1: 1,757 shares; 2025Q2: 1,734 shares; 2025Q3: 1,488 shares; 2025Q4: 1,407 shares; 2026Q1: 1,320 shares 1,320 $205K 0.06% -87 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,748 shares; 2026Q1: 2,732 shares 2,732 $204K 0.06% -16 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,068 shares 4,068 $203K 0.06% new Timeline AGNC AGNC INVT CORP More: the full row for AGNC 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: not reported; 2025Q3: 13,591 shares; 2025Q4: 15,435 shares; 2026Q1: 17,623 shares 17,623 $177K 0.05% +2,188 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,300 shares; 2024Q4: 10,300 shares; 2025Q1: 10,300 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $58.6K 0.02% 0 Timeline OXSQ OXFORD SQUARE CAP CORP More: the full row for OXFORD SQUARE CAP 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: 12,057 shares; 2026Q1: 12,447 shares 12,447 $22K 0.01% +390 Timeline VVOS VIVOS THERAPEUTICS INC More: the full row for VIVOS THERAPEUTICS 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: 14,776 shares; 2026Q1: 14,776 shares 14,776 $17.4K 0.01% 0 Timeline DVLT DATAVAULT AI INC More: the full row for DATAVAULT AI 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: 15,159 shares 15,159 $9.37K <0.01% new Timeline