EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,020 shares; 2025Q4: 12,020 shares; 2026Q1: 12,020 shares 12,020 $1.57M 17.68% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,900 shares 35,900 $837K 9.4% new Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 322,014 shares; 2024Q4: 186,915 shares; 2025Q1: 43,207 shares; 2025Q2: 27,145 shares; 2025Q3: 22,576 shares; 2025Q4: 19,662 shares; 2026Q1: 75,491 shares 75,491 $821K 9.22% +55,829 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,090 shares 6,090 $610K 6.85% new Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 204,867 shares; 2024Q4: 128,052 shares; 2025Q1: 13,209 shares; 2025Q2: 7,201 shares; 2025Q3: 6,006 shares; 2025Q4: 5,247 shares; 2026Q1: 10,558 shares 10,558 $584K 6.56% +5,311 Timeline SPMB 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: 54,637 shares; 2024Q4: 31,909 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,517 shares 24,517 $549K 6.16% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,301 shares; 2025Q1: 3,238 shares; 2025Q2: 1,936 shares; 2025Q3: 1,551 shares; 2025Q4: 1,281 shares; 2026Q1: 1,823 shares 1,823 $452K 5.08% +542 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 659 shares 659 $430K 4.83% new Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,799 shares 1,799 $427K 4.8% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,947 shares; 2025Q1: 1,608 shares; 2025Q2: 950 shares; 2025Q3: 761 shares; 2025Q4: 652 shares; 2026Q1: 620 shares 620 $403K 4.53% -32 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: 1,648 shares; 2024Q4: 1,426 shares; 2025Q1: 1,420 shares; 2025Q2: 1,430 shares; 2025Q3: 1,430 shares; 2025Q4: 1,535 shares; 2026Q1: 1,532 shares 1,532 $389K 4.36% -3 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: 407 shares; 2024Q4: 407 shares; 2025Q1: 377 shares; 2025Q2: 377 shares; 2025Q3: 377 shares; 2025Q4: 377 shares; 2026Q1: 342 shares 342 $341K 3.83% -35 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,366 shares 3,366 $288K 3.23% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,185 shares; 2025Q1: 5,354 shares; 2025Q2: 800 shares; 2025Q3: 638 shares; 2025Q4: not reported; 2026Q1: 716 shares 716 $263K 2.95% new 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: not reported; 2024Q4: 10,593 shares; 2025Q1: 2,129 shares; 2025Q2: 1,287 shares; 2025Q3: 1,029 shares; 2025Q4: 866 shares; 2026Q1: 454 shares 454 $262K 2.94% -412 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,384 shares; 2025Q3: 8,326 shares; 2025Q4: 7,278 shares; 2026Q1: 4,204 shares 4,204 $238K 2.67% -3,074 Timeline DGRO 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: 4,257 shares; 2025Q3: 3,449 shares; 2025Q4: 2,983 shares; 2026Q1: 3,317 shares 3,317 $233K 2.61% +334 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,426 shares; 2025Q1: 4,718 shares; 2025Q2: 2,746 shares; 2025Q3: 2,342 shares; 2025Q4: 1,889 shares; 2026Q1: 1,842 shares 1,842 $204K 2.29% -47 Timeline