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: 18,140 shares; 2024Q4: 21,616 shares; 2025Q1: 27,589 shares; 2025Q2: 30,115 shares; 2025Q3: 34,085 shares; 2025Q4: 44,502 shares; 2026Q1: 70,183 shares 70,183 $45.6M 8.12% +25,681 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: 93,764 shares; 2024Q4: 127,643 shares; 2025Q1: 153,776 shares; 2025Q2: 179,435 shares; 2025Q3: 235,592 shares; 2025Q4: 334,702 shares; 2026Q1: 517,197 shares 517,197 $38.1M 6.77% +182,495 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: 35,719 shares; 2024Q4: 36,954 shares; 2025Q1: 36,732 shares; 2025Q2: 40,890 shares; 2025Q3: 62,937 shares; 2025Q4: 62,449 shares; 2026Q1: 185,084 shares 185,084 $25.6M 4.55% +122,635 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: 64,460 shares; 2024Q4: 63,878 shares; 2025Q1: 61,774 shares; 2025Q2: 61,951 shares; 2025Q3: 61,732 shares; 2025Q4: 58,602 shares; 2026Q1: 59,880 shares 59,880 $17.2M 3.06% +1,278 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,778 shares; 2025Q1: 5,937 shares; 2025Q2: 5,464 shares; 2025Q3: 3,617 shares; 2025Q4: 2,972 shares; 2026Q1: 184,929 shares 184,929 $17.1M 3.04% +181,957 Timeline PAAA 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: not reported; 2024Q4: not reported; 2025Q1: 14,096 shares; 2025Q2: 17,009 shares; 2025Q3: 58,371 shares; 2025Q4: 228,849 shares; 2026Q1: 327,947 shares 327,947 $16.8M 2.99% +99,098 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,335 shares; 2024Q4: 10,625 shares; 2025Q1: 14,055 shares; 2025Q2: 20,072 shares; 2025Q3: 24,882 shares; 2025Q4: 114,465 shares; 2026Q1: 154,696 shares 154,696 $15.6M 2.77% +40,231 Timeline GOVT 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: 131,370 shares; 2024Q4: 159,816 shares; 2025Q1: 174,971 shares; 2025Q2: 205,499 shares; 2025Q3: 273,234 shares; 2025Q4: 389,627 shares; 2026Q1: 577,011 shares 577,011 $13.2M 2.35% +187,384 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,085 shares; 2024Q4: 48,918 shares; 2025Q1: 47,176 shares; 2025Q2: 47,549 shares; 2025Q3: 47,007 shares; 2025Q4: 44,845 shares; 2026Q1: 43,635 shares 43,635 $12.4M 2.2% -1,210 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 76,142 shares; 2026Q1: 225,924 shares 225,924 $11.6M 2.07% +149,782 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: 48,397 shares; 2024Q4: 47,965 shares; 2025Q1: 47,054 shares; 2025Q2: 47,185 shares; 2025Q3: 44,894 shares; 2025Q4: 43,323 shares; 2026Q1: 45,766 shares 45,766 $11.2M 1.99% +2,443 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 68,252 shares; 2024Q4: 68,847 shares; 2025Q1: 70,243 shares; 2025Q2: 70,458 shares; 2025Q3: 78,857 shares; 2025Q4: 85,760 shares; 2026Q1: 131,123 shares 131,123 $10.4M 1.85% +45,363 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,945 shares 49,945 $9.58M 1.7% new 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: 7,442 shares; 2024Q4: 7,287 shares; 2025Q1: 7,037 shares; 2025Q2: 7,001 shares; 2025Q3: 15,158 shares; 2025Q4: 15,957 shares; 2026Q1: 21,451 shares 21,451 $9.23M 1.64% +5,494 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: 32,125 shares; 2024Q4: 31,440 shares; 2025Q1: 30,086 shares; 2025Q2: 30,298 shares; 2025Q3: 29,709 shares; 2025Q4: 28,568 shares; 2026Q1: 30,933 shares 30,933 $9.1M 1.62% +2,365 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: 6,825 shares; 2024Q4: 6,590 shares; 2025Q1: 6,285 shares; 2025Q2: 6,440 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,393 shares 125,393 $8.62M 1.53% new 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: 23,417 shares; 2024Q4: 41,493 shares; 2025Q1: 70,202 shares; 2025Q2: 88,543 shares; 2025Q3: 207,327 shares; 2025Q4: 212,727 shares; 2026Q1: 196,402 shares 196,402 $7.55M 1.34% -16,325 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: 59,276 shares; 2024Q4: 59,008 shares; 2025Q1: 56,223 shares; 2025Q2: 55,997 shares; 2025Q3: 53,992 shares; 2025Q4: 48,357 shares; 2026Q1: 48,781 shares 48,781 $7.18M 1.28% +424 Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,091 shares; 2024Q4: 51,325 shares; 2025Q1: 52,691 shares; 2025Q2: 53,457 shares; 2025Q3: 57,560 shares; 2025Q4: 60,508 shares; 2026Q1: 60,804 shares 60,804 $6.74M 1.2% +296 Timeline SGVT SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,045 shares; 2026Q1: 65,973 shares 65,973 $6.64M 1.18% -25,072 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: 53,759 shares; 2024Q4: 53,756 shares; 2025Q1: 51,295 shares; 2025Q2: 51,662 shares; 2025Q3: 48,323 shares; 2025Q4: 45,274 shares; 2026Q1: 45,597 shares 45,597 $6.59M 1.17% +323 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: 17,077 shares; 2024Q4: 17,148 shares; 2025Q1: 17,306 shares; 2025Q2: 17,746 shares; 2025Q3: 17,846 shares; 2025Q4: 17,051 shares; 2026Q1: 16,977 shares 16,977 $6.28M 1.12% -74 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: 22,522 shares; 2024Q4: 28,663 shares; 2025Q1: 39,478 shares; 2025Q2: 44,833 shares; 2025Q3: 59,322 shares; 2025Q4: 92,253 shares; 2026Q1: 102,970 shares 102,970 $6.1M 1.08% +10,717 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: 25,527 shares; 2024Q4: 24,698 shares; 2025Q1: 23,628 shares; 2025Q2: 24,596 shares; 2025Q3: 24,574 shares; 2025Q4: 23,845 shares; 2026Q1: 23,228 shares 23,228 $5.89M 1.05% -617 Timeline EFG 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: 9,864 shares; 2024Q4: 13,667 shares; 2025Q1: 18,389 shares; 2025Q2: 19,589 shares; 2025Q3: 26,780 shares; 2025Q4: 42,731 shares; 2026Q1: 52,663 shares 52,663 $5.86M 1.04% +9,932 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,630 shares; 2024Q4: 1,606 shares; 2025Q1: 2,805 shares; 2025Q2: 3,129 shares; 2025Q3: 5,333 shares; 2025Q4: 28,476 shares; 2026Q1: 33,045 shares 33,045 $5.58M 0.99% +4,569 Timeline XSOE 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: 41,608 shares; 2024Q4: 46,850 shares; 2025Q1: 50,624 shares; 2025Q2: 56,683 shares; 2025Q3: 74,216 shares; 2025Q4: 117,312 shares; 2026Q1: 131,887 shares 131,887 $5.29M 0.94% +14,575 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: 27,779 shares; 2024Q4: 27,250 shares; 2025Q1: 26,451 shares; 2025Q2: 26,482 shares; 2025Q3: 25,287 shares; 2025Q4: 23,986 shares; 2026Q1: 31,779 shares 31,779 $5.25M 0.93% +7,793 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 54,700 shares; 2026Q1: 102,700 shares 102,700 $5.17M 0.92% +48,000 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: 35,269 shares; 2024Q4: 35,007 shares; 2025Q1: 34,473 shares; 2025Q2: 34,912 shares; 2025Q3: 32,553 shares; 2025Q4: 29,939 shares; 2026Q1: 31,876 shares 31,876 $4.95M 0.88% +1,937 Timeline XBI 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: 12,793 shares; 2026Q1: 38,112 shares 38,112 $4.87M 0.87% +25,319 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,887 shares 45,887 $4.6M 0.82% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,791 shares; 2024Q4: 43,676 shares; 2025Q1: 40,701 shares; 2025Q2: 40,339 shares; 2025Q3: 36,301 shares; 2025Q4: 33,285 shares; 2026Q1: 34,465 shares 34,465 $4.44M 0.79% +1,180 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,551 shares; 2024Q4: 12,314 shares; 2025Q1: 12,888 shares; 2025Q2: 14,996 shares; 2025Q3: 15,010 shares; 2025Q4: 19,541 shares; 2026Q1: 37,534 shares 37,534 $4.14M 0.74% +17,993 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,060 shares; 2024Q4: 81,451 shares; 2025Q1: 77,618 shares; 2025Q2: 76,007 shares; 2025Q3: 72,426 shares; 2025Q4: 64,699 shares; 2026Q1: 70,847 shares 70,847 $4.08M 0.73% +6,148 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: 16,608 shares; 2024Q4: 16,832 shares; 2025Q1: 17,799 shares; 2025Q2: 18,605 shares; 2025Q3: 19,356 shares; 2025Q4: 19,724 shares; 2026Q1: 18,631 shares 18,631 $3.88M 0.69% -1,093 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: 1,608 shares; 2024Q4: 2,046 shares; 2025Q1: 3,047 shares; 2025Q2: 3,187 shares; 2025Q3: 3,798 shares; 2025Q4: 5,750 shares; 2026Q1: 6,695 shares 6,695 $3.86M 0.69% +945 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: 18,165 shares; 2024Q4: 26,502 shares; 2025Q1: 31,488 shares; 2025Q2: 40,499 shares; 2025Q3: 52,655 shares; 2025Q4: 69,804 shares; 2026Q1: 90,121 shares 90,121 $3.81M 0.68% +20,317 Timeline VRP 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: 84,976 shares; 2024Q4: 85,461 shares; 2025Q1: 90,596 shares; 2025Q2: 95,587 shares; 2025Q3: 96,700 shares; 2025Q4: 115,291 shares; 2026Q1: 156,177 shares 156,177 $3.75M 0.67% +40,886 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,433 shares; 2024Q4: 17,110 shares; 2025Q1: 28,383 shares; 2025Q2: 36,996 shares; 2025Q3: 47,005 shares; 2025Q4: 63,589 shares; 2026Q1: 80,582 shares 80,582 $3.71M 0.66% +16,993 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,405 shares; 2025Q1: 3,570 shares; 2025Q2: 3,629 shares; 2025Q3: 3,786 shares; 2025Q4: 3,826 shares; 2026Q1: 3,808 shares 3,808 $3.66M 0.65% -18 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,692 shares 11,692 $3.65M 0.65% new 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: 31,411 shares; 2024Q4: 30,147 shares; 2025Q1: 30,127 shares; 2025Q2: 30,137 shares; 2025Q3: 29,206 shares; 2025Q4: 29,212 shares; 2026Q1: 29,746 shares 29,746 $3.58M 0.64% +534 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: 17,631 shares; 2024Q4: 17,950 shares; 2025Q1: 18,534 shares; 2025Q2: 19,911 shares; 2025Q3: 20,527 shares; 2025Q4: 19,313 shares; 2026Q1: 19,506 shares 19,506 $3.4M 0.61% +193 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,051 shares; 2024Q4: 39,321 shares; 2025Q1: 39,889 shares; 2025Q2: 39,684 shares; 2025Q3: 39,520 shares; 2025Q4: 40,185 shares; 2026Q1: 40,424 shares 40,424 $3.35M 0.6% +239 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,710 shares 37,710 $3.34M 0.59% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,119 shares 67,119 $3.31M 0.59% new 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: 14,348 shares; 2024Q4: 14,648 shares; 2025Q1: 14,546 shares; 2025Q2: 17,576 shares; 2025Q3: 17,603 shares; 2025Q4: 17,631 shares; 2026Q1: 19,256 shares 19,256 $3.27M 0.58% +1,625 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,489 shares 51,489 $3.2M 0.57% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 24,902 shares; 2025Q1: 23,943 shares; 2025Q2: 23,994 shares; 2025Q3: 23,654 shares; 2025Q4: 24,390 shares; 2026Q1: 25,818 shares 25,818 $3.05M 0.54% +1,428 Timeline OCFC OCEANFIRST FINL CORP More: the full row for OCEANFIRST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,057 shares; 2024Q4: 143,588 shares; 2025Q1: 143,593 shares; 2025Q2: 143,730 shares; 2025Q3: 135,289 shares; 2025Q4: 122,723 shares; 2026Q1: 165,173 shares 165,173 $2.98M 0.53% +42,450 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: 3,180 shares; 2025Q2: 3,369 shares; 2025Q3: 3,369 shares; 2025Q4: not reported; 2026Q1: 28,585 shares 28,585 $2.88M 0.51% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,062 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,693 shares; 2026Q1: 48,177 shares 48,177 $2.83M 0.5% +7,484 Timeline BILZ 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: 3,485 shares; 2024Q4: 3,981 shares; 2025Q1: 4,474 shares; 2025Q2: 3,040 shares; 2025Q3: 29,952 shares; 2025Q4: 24,999 shares; 2026Q1: 27,863 shares 27,863 $2.81M 0.5% +2,864 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: 7,985 shares; 2024Q4: 7,904 shares; 2025Q1: 8,266 shares; 2025Q2: 9,813 shares; 2025Q3: 10,017 shares; 2025Q4: 10,204 shares; 2026Q1: 12,846 shares 12,846 $2.66M 0.47% +2,642 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: 431 shares; 2024Q4: 431 shares; 2025Q1: 431 shares; 2025Q2: 431 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,069 shares 4,069 $2.66M 0.47% new Timeline AME AMETEK INC More: the full row for AMETEK 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: 8,296 shares; 2025Q4: 11,441 shares; 2026Q1: 12,177 shares 12,177 $2.61M 0.46% +736 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,014 shares 6,014 $2.56M 0.46% new Timeline FALN 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: 45,783 shares; 2024Q4: 50,401 shares; 2025Q1: 54,261 shares; 2025Q2: 58,665 shares; 2025Q3: 70,178 shares; 2025Q4: 89,813 shares; 2026Q1: 94,081 shares 94,081 $2.51M 0.45% +4,268 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK BITCOIN 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: not reported; 2025Q3: not reported; 2025Q4: 111,158 shares; 2026Q1: 125,192 shares 125,192 $2.4M 0.43% +14,034 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: 9,611 shares 9,611 $2.31M 0.41% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,775 shares; 2024Q4: 82,044 shares; 2025Q1: 79,414 shares; 2025Q2: 77,349 shares; 2025Q3: 72,757 shares; 2025Q4: 65,545 shares; 2026Q1: 65,340 shares 65,340 $2.3M 0.41% -205 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,345 shares; 2025Q1: 2,346 shares; 2025Q2: 2,654 shares; 2025Q3: 2,580 shares; 2025Q4: 2,581 shares; 2026Q1: 3,187 shares 3,187 $2.26M 0.4% +606 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,120 shares; 2024Q4: 16,856 shares; 2025Q1: 16,807 shares; 2025Q2: 16,601 shares; 2025Q3: 22,148 shares; 2025Q4: 25,183 shares; 2026Q1: 24,668 shares 24,668 $2.18M 0.39% -515 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: 27,845 shares; 2024Q4: 27,096 shares; 2025Q1: 26,399 shares; 2025Q2: 26,219 shares; 2025Q3: 24,971 shares; 2025Q4: 22,769 shares; 2026Q1: 22,500 shares 22,500 $2.17M 0.39% -269 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 3,274 shares; 2025Q1: 3,475 shares; 2025Q2: 3,511 shares; 2025Q3: 5,366 shares; 2025Q4: 5,655 shares; 2026Q1: 5,916 shares 5,916 $2.12M 0.38% +261 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,910 shares; 2026Q1: 2,270 shares 2,270 $2.09M 0.37% +360 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: 26,718 shares; 2024Q4: 26,718 shares; 2025Q1: 26,618 shares; 2025Q2: 26,318 shares; 2025Q3: 26,012 shares; 2025Q4: 25,730 shares; 2026Q1: 25,630 shares 25,630 $1.99M 0.35% -100 Timeline IWN 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: 10,331 shares 10,331 $1.96M 0.35% new Timeline VGSH 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: 32,580 shares 32,580 $1.91M 0.34% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,234 shares; 2024Q4: 17,193 shares; 2025Q1: 16,347 shares; 2025Q2: 16,186 shares; 2025Q3: 15,295 shares; 2025Q4: 13,018 shares; 2026Q1: 12,533 shares 12,533 $1.88M 0.33% -485 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,302 shares; 2024Q4: 40,565 shares; 2025Q1: 40,210 shares; 2025Q2: 40,046 shares; 2025Q3: 36,607 shares; 2025Q4: 32,508 shares; 2026Q1: 32,797 shares 32,797 $1.83M 0.33% +289 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,315 shares; 2024Q4: 46,315 shares; 2025Q1: 46,315 shares; 2025Q2: 48,495 shares; 2025Q3: 48,495 shares; 2025Q4: 46,315 shares; 2026Q1: 46,315 shares 46,315 $1.75M 0.31% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,368 shares 11,368 $1.72M 0.31% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,212 shares 19,212 $1.69M 0.3% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,722 shares; 2024Q4: 5,910 shares; 2025Q1: 5,467 shares; 2025Q2: 5,550 shares; 2025Q3: 5,817 shares; 2025Q4: 5,816 shares; 2026Q1: 7,204 shares 7,204 $1.66M 0.29% +1,388 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,147 shares 17,147 $1.59M 0.28% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,283 shares; 2024Q4: 57,585 shares; 2025Q1: 57,439 shares; 2025Q2: 55,687 shares; 2025Q3: 52,283 shares; 2025Q4: 54,117 shares; 2026Q1: 46,292 shares 46,292 $1.54M 0.27% -7,825 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: 6,199 shares; 2024Q4: 6,208 shares; 2025Q1: 4,211 shares; 2025Q2: 4,688 shares; 2025Q3: 4,693 shares; 2025Q4: 4,624 shares; 2026Q1: 5,246 shares 5,246 $1.49M 0.26% +622 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: 3,104 shares; 2024Q4: 3,206 shares; 2025Q1: 3,182 shares; 2025Q2: 3,355 shares; 2025Q3: 3,845 shares; 2025Q4: 4,091 shares; 2026Q1: 4,994 shares 4,994 $1.43M 0.25% +903 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,331 shares; 2025Q1: 25,316 shares; 2025Q2: 25,313 shares; 2025Q3: 25,087 shares; 2025Q4: 24,967 shares; 2026Q1: 46,964 shares 46,964 $1.41M 0.25% +21,997 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: 2,328 shares; 2024Q4: 2,333 shares; 2025Q1: 2,303 shares; 2025Q2: 2,303 shares; 2025Q3: 2,283 shares; 2025Q4: 2,260 shares; 2026Q1: 2,241 shares 2,241 $1.28M 0.23% -19 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,033 shares; 2024Q4: 14,089 shares; 2025Q1: 11,589 shares; 2025Q2: 11,523 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,289 shares 73,289 $1.27M 0.23% new 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: 4,188 shares; 2024Q4: 5,293 shares; 2025Q1: 7,229 shares; 2025Q2: 8,686 shares; 2025Q3: 12,906 shares; 2025Q4: 19,399 shares; 2026Q1: 4,775 shares 4,775 $1.25M 0.22% -14,624 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: 14,251 shares; 2024Q4: 14,117 shares; 2025Q1: 13,042 shares; 2025Q2: 13,018 shares; 2025Q3: 12,981 shares; 2025Q4: 12,984 shares; 2026Q1: 13,438 shares 13,438 $1.25M 0.22% +454 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,715 shares 17,715 $1.24M 0.22% new 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: 928 shares; 2024Q4: 393 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,758 shares 1,758 $1.23M 0.22% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,649 shares; 2024Q4: 32,088 shares; 2025Q1: 33,126 shares; 2025Q2: 32,234 shares; 2025Q3: 32,490 shares; 2025Q4: 30,623 shares; 2026Q1: 29,978 shares 29,978 $1.21M 0.21% -645 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: 3,475 shares; 2024Q4: 2,841 shares; 2025Q1: 2,711 shares; 2025Q2: 2,812 shares; 2025Q3: 2,214 shares; 2025Q4: 1,881 shares; 2026Q1: 4,695 shares 4,695 $1.16M 0.21% +2,814 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,156 shares 26,156 $1.16M 0.21% new Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,388 shares 32,388 $1.15M 0.2% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,891 shares; 2024Q4: 3,940 shares; 2025Q1: 4,046 shares; 2025Q2: 4,071 shares; 2025Q3: 4,240 shares; 2025Q4: 4,244 shares; 2026Q1: 4,548 shares 4,548 $1.11M 0.2% +304 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: 1,098 shares; 2024Q4: 1,114 shares; 2025Q1: 1,114 shares; 2025Q2: 1,114 shares; 2025Q3: 1,114 shares; 2025Q4: 1,114 shares; 2026Q1: 1,114 shares 1,114 $1.11M 0.2% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,747 shares; 2024Q4: 1,747 shares; 2025Q1: 976 shares; 2025Q2: 1,093 shares; 2025Q3: 1,093 shares; 2025Q4: 1,093 shares; 2026Q1: 1,248 shares 1,248 $1.09M 0.19% +155 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: 14,869 shares; 2024Q4: 14,789 shares; 2025Q1: 14,470 shares; 2025Q2: 14,220 shares; 2025Q3: 12,531 shares; 2025Q4: 10,215 shares; 2026Q1: 11,046 shares 11,046 $1.09M 0.19% +831 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,192 shares; 2024Q4: 6,995 shares; 2025Q1: 6,595 shares; 2025Q2: 6,840 shares; 2025Q3: 6,294 shares; 2025Q4: 5,184 shares; 2026Q1: 4,867 shares 4,867 $1.06M 0.19% -317 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,905 shares; 2024Q4: 4,258 shares; 2025Q1: 5,515 shares; 2025Q2: 5,699 shares; 2025Q3: 8,480 shares; 2025Q4: 9,863 shares; 2026Q1: 10,496 shares 10,496 $1.04M 0.18% +633 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: 13,691 shares; 2024Q4: 13,691 shares; 2025Q1: 11,910 shares; 2025Q2: 14,093 shares; 2025Q3: 13,189 shares; 2025Q4: 11,356 shares; 2026Q1: 11,029 shares 11,029 $1.01M 0.18% -327 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,025 shares; 2024Q4: 6,034 shares; 2025Q1: 5,757 shares; 2025Q2: 5,518 shares; 2025Q3: 3,940 shares; 2025Q4: 3,549 shares; 2026Q1: 6,770 shares 6,770 $988K 0.18% +3,221 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 734 shares; 2025Q3: 734 shares; 2025Q4: 2,284 shares; 2026Q1: 3,484 shares 3,484 $973K 0.17% +1,200 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,200 shares; 2024Q4: 10,850 shares; 2025Q1: 9,450 shares; 2025Q2: 9,450 shares; 2025Q3: 9,150 shares; 2025Q4: 8,550 shares; 2026Q1: 8,110 shares 8,110 $959K 0.17% -440 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: 21,920 shares; 2024Q4: 28,742 shares; 2025Q1: 37,373 shares; 2025Q2: 42,892 shares; 2025Q3: 55,159 shares; 2025Q4: 77,616 shares; 2026Q1: 14,643 shares 14,643 $938K 0.17% -62,973 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,062 shares; 2026Q1: 4,855 shares 4,855 $931K 0.17% +2,793 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: 4,660 shares; 2025Q1: 6,394 shares; 2025Q2: 6,427 shares; 2025Q3: 6,447 shares; 2025Q4: 6,504 shares; 2026Q1: 6,344 shares 6,344 $928K 0.17% -160 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,359 shares 6,359 $922K 0.16% new Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,616 shares 26,616 $917K 0.16% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,109 shares; 2025Q2: 5,109 shares; 2025Q3: 5,109 shares; 2025Q4: 16,880 shares; 2026Q1: 17,665 shares 17,665 $900K 0.16% +785 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,115 shares; 2025Q2: 5,912 shares; 2025Q3: 9,341 shares; 2025Q4: 12,266 shares; 2026Q1: 13,715 shares 13,715 $891K 0.16% +1,449 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,273 shares; 2024Q4: 5,910 shares; 2025Q1: 5,953 shares; 2025Q2: 5,899 shares; 2025Q3: 5,922 shares; 2025Q4: 5,364 shares; 2026Q1: 4,854 shares 4,854 $886K 0.16% -510 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: 3,728 shares; 2024Q4: 3,702 shares; 2025Q1: 3,612 shares; 2025Q2: 3,616 shares; 2025Q3: 3,619 shares; 2025Q4: 3,623 shares; 2026Q1: 3,598 shares 3,598 $873K 0.16% -25 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,801 shares; 2025Q4: 1,748 shares; 2026Q1: 1,737 shares 1,737 $842K 0.15% -11 Timeline TIPX 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: 43,565 shares 43,565 $836K 0.15% new 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: 4,387 shares; 2024Q4: 4,387 shares; 2025Q1: 4,364 shares; 2025Q2: 4,364 shares; 2025Q3: 4,293 shares; 2025Q4: 4,294 shares; 2026Q1: 4,294 shares 4,294 $828K 0.15% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,976 shares; 2024Q4: 8,976 shares; 2025Q1: 8,914 shares; 2025Q2: 8,316 shares; 2025Q3: 8,548 shares; 2025Q4: 8,514 shares; 2026Q1: 9,399 shares 9,399 $819K 0.15% +885 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: 20,606 shares; 2024Q4: 26,178 shares; 2025Q1: 32,931 shares; 2025Q2: 35,474 shares; 2025Q3: 45,498 shares; 2025Q4: 64,902 shares; 2026Q1: 10,992 shares 10,992 $817K 0.15% -53,910 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,161 shares 25,161 $817K 0.15% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 905 shares; 2025Q1: 1,013 shares; 2025Q2: 1,352 shares; 2025Q3: 1,329 shares; 2025Q4: 1,401 shares; 2026Q1: 1,429 shares 1,429 $805K 0.14% +28 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,364 shares; 2025Q1: 3,951 shares; 2025Q2: 4,062 shares; 2025Q3: 4,199 shares; 2025Q4: 4,768 shares; 2026Q1: 5,543 shares 5,543 $790K 0.14% +775 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,304 shares; 2024Q4: 11,227 shares; 2025Q1: 10,595 shares; 2025Q2: 10,893 shares; 2025Q3: 9,561 shares; 2025Q4: 8,601 shares; 2026Q1: 8,959 shares 8,959 $750K 0.13% +358 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: 865 shares; 2024Q4: 943 shares; 2025Q1: 920 shares; 2025Q2: 930 shares; 2025Q3: 926 shares; 2025Q4: 904 shares; 2026Q1: 1,254 shares 1,254 $749K 0.13% +350 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,140 shares; 2024Q4: 2,147 shares; 2025Q1: 2,148 shares; 2025Q2: 2,147 shares; 2025Q3: 2,149 shares; 2025Q4: 2,150 shares; 2026Q1: 2,148 shares 2,148 $734K 0.13% -2 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,789 shares; 2025Q4: 25,196 shares; 2026Q1: 25,949 shares 25,949 $729K 0.13% +753 Timeline VGIT 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: 11,676 shares 11,676 $695K 0.12% new Timeline MCO MOODYS CORP More: the full row for MOODYS 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: not reported; 2026Q1: 1,550 shares 1,550 $676K 0.12% new Timeline EEM 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: 11,879 shares 11,879 $675K 0.12% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,333 shares; 2024Q4: 14,499 shares; 2025Q1: 11,951 shares; 2025Q2: 11,732 shares; 2025Q3: 11,040 shares; 2025Q4: 8,963 shares; 2026Q1: 9,378 shares 9,378 $674K 0.12% +415 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,865 shares; 2026Q1: 5,814 shares 5,814 $671K 0.12% +1,949 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: 2,628 shares; 2026Q1: 2,628 shares 2,628 $668K 0.12% 0 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: 2,179 shares; 2024Q4: 2,144 shares; 2025Q1: 2,144 shares; 2025Q2: 2,144 shares; 2025Q3: 2,144 shares; 2025Q4: 2,144 shares; 2026Q1: 2,144 shares 2,144 $649K 0.12% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,631 shares; 2024Q4: 8,627 shares; 2025Q1: 6,189 shares; 2025Q2: 6,190 shares; 2025Q3: 4,741 shares; 2025Q4: 4,742 shares; 2026Q1: 5,394 shares 5,394 $640K 0.11% +652 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,342 shares; 2025Q2: 2,290 shares; 2025Q3: 4,134 shares; 2025Q4: 3,416 shares; 2026Q1: 3,735 shares 3,735 $632K 0.11% +319 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,600 shares 7,600 $626K 0.11% new Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 667 shares; 2025Q3: 1,377 shares; 2025Q4: 1,955 shares; 2026Q1: 2,209 shares 2,209 $614K 0.11% +254 Timeline FLG FLAGSTAR BANK NATIONAL ASSOC More: the full row for FLAGSTAR BANK NATIONAL ASSOC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,293 shares; 2024Q4: 45,093 shares; 2025Q1: 45,093 shares; 2025Q2: 45,093 shares; 2025Q3: 45,093 shares; 2025Q4: 45,093 shares; 2026Q1: 45,669 shares 45,669 $601K 0.11% +576 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,050 shares 9,050 $597K 0.11% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW 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: 261 shares; 2025Q3: 534 shares; 2025Q4: 4,497 shares; 2026Q1: 5,614 shares 5,614 $587K 0.1% +1,117 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: 12,111 shares; 2024Q4: 9,952 shares; 2025Q1: 8,620 shares; 2025Q2: 9,024 shares; 2025Q3: 8,749 shares; 2025Q4: 7,170 shares; 2026Q1: 7,028 shares 7,028 $580K 0.1% -142 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,093 shares; 2024Q4: 59,066 shares; 2025Q1: 50,864 shares; 2025Q2: 53,475 shares; 2025Q3: 44,445 shares; 2025Q4: 35,143 shares; 2026Q1: 35,836 shares 35,836 $579K 0.1% +693 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: 2,233 shares; 2024Q4: 2,163 shares; 2025Q1: 2,313 shares; 2025Q2: 2,445 shares; 2025Q3: 2,394 shares; 2025Q4: 2,461 shares; 2026Q1: 2,461 shares 2,461 $490K 0.09% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,543 shares; 2024Q4: 24,879 shares; 2025Q1: 22,734 shares; 2025Q2: 23,791 shares; 2025Q3: 16,138 shares; 2025Q4: 9,974 shares; 2026Q1: 12,315 shares 12,315 $489K 0.09% +2,341 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,194 shares; 2024Q4: 8,012 shares; 2025Q1: 7,572 shares; 2025Q2: 7,600 shares; 2025Q3: 7,296 shares; 2025Q4: 5,875 shares; 2026Q1: 6,526 shares 6,526 $486K 0.09% +651 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: 3,967 shares; 2024Q4: 2,692 shares; 2025Q1: not reported; 2025Q2: 2,123 shares; 2025Q3: 2,089 shares; 2025Q4: 1,929 shares; 2026Q1: 2,930 shares 2,930 $481K 0.09% +1,001 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,184 shares 10,184 $480K 0.09% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,426 shares; 2024Q4: 3,046 shares; 2025Q1: 3,765 shares; 2025Q2: 3,846 shares; 2025Q3: 4,126 shares; 2025Q4: 4,403 shares; 2026Q1: 4,192 shares 4,192 $475K 0.08% -211 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,533 shares; 2024Q4: 26,888 shares; 2025Q1: 27,290 shares; 2025Q2: 27,290 shares; 2025Q3: 26,787 shares; 2025Q4: 23,201 shares; 2026Q1: 20,982 shares 20,982 $454K 0.08% -2,219 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares; 2025Q3: 660 shares; 2025Q4: 660 shares; 2026Q1: 660 shares 660 $450K 0.08% 0 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: 688 shares; 2024Q4: 691 shares; 2025Q1: 692 shares; 2025Q2: 733 shares; 2025Q3: 711 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $430K 0.08% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,259 shares; 2024Q4: 1,259 shares; 2025Q1: 1,247 shares; 2025Q2: 1,420 shares; 2025Q3: 1,383 shares; 2025Q4: 1,383 shares; 2026Q1: 1,885 shares 1,885 $426K 0.08% +502 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: 7,490 shares; 2024Q4: 7,107 shares; 2025Q1: 6,527 shares; 2025Q2: 6,955 shares; 2025Q3: 6,938 shares; 2025Q4: 6,424 shares; 2026Q1: 8,427 shares 8,427 $423K 0.08% +2,003 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: 898 shares; 2024Q4: 903 shares; 2025Q1: 828 shares; 2025Q2: 828 shares; 2025Q3: 828 shares; 2025Q4: 828 shares; 2026Q1: 873 shares 873 $418K 0.07% +45 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,664 shares; 2024Q4: 1,664 shares; 2025Q1: 1,664 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,798 shares 2,798 $406K 0.07% +670 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 4,000 shares; 2025Q4: 7,375 shares; 2026Q1: 7,375 shares 7,375 $392K 0.07% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,729 shares; 2024Q4: 30,163 shares; 2025Q1: 30,046 shares; 2025Q2: 29,390 shares; 2025Q3: 26,376 shares; 2025Q4: 19,764 shares; 2026Q1: 22,599 shares 22,599 $380K 0.07% +2,835 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: 11,548 shares; 2024Q4: 11,152 shares; 2025Q1: 10,986 shares; 2025Q2: 10,986 shares; 2025Q3: 8,400 shares; 2025Q4: 5,069 shares; 2026Q1: 7,421 shares 7,421 $362K 0.06% +2,352 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: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,816 shares; 2025Q4: 2,816 shares; 2026Q1: 3,056 shares 3,056 $324K 0.06% +240 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,364 shares; 2024Q4: 12,363 shares; 2025Q1: 12,865 shares; 2025Q2: 15,146 shares; 2025Q3: 13,411 shares; 2025Q4: 6,477 shares; 2026Q1: 6,987 shares 6,987 $320K 0.06% +510 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 997 shares 997 $320K 0.06% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 556 shares; 2025Q3: 553 shares; 2025Q4: 481 shares; 2026Q1: 356 shares 356 $301K 0.05% -125 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,977 shares; 2024Q4: 1,977 shares; 2025Q1: 1,977 shares; 2025Q2: 1,977 shares; 2025Q3: 1,977 shares; 2025Q4: 1,977 shares; 2026Q1: 1,977 shares 1,977 $299K 0.05% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,666 shares; 2026Q1: 3,666 shares 3,666 $294K 0.05% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,184 shares; 2025Q4: not reported; 2026Q1: 1,185 shares 1,185 $289K 0.05% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,781 shares; 2024Q4: 12,251 shares; 2025Q1: 11,727 shares; 2025Q2: 12,083 shares; 2025Q3: 8,998 shares; 2025Q4: not reported; 2026Q1: 6,823 shares 6,823 $284K 0.05% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,742 shares; 2024Q4: 6,742 shares; 2025Q1: 6,742 shares; 2025Q2: 6,742 shares; 2025Q3: 6,742 shares; 2025Q4: 6,572 shares; 2026Q1: 7,372 shares 7,372 $282K 0.05% +800 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 2,961 shares; 2025Q3: 2,965 shares; 2025Q4: 2,968 shares; 2026Q1: 2,971 shares 2,971 $276K 0.05% +3 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,725 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $276K 0.05% new Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG 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: 7,855 shares; 2025Q4: 5,695 shares; 2026Q1: 6,495 shares 6,495 $265K 0.05% +800 Timeline PFN PIMCO INCOME STRATEGY FD II More: the full row for PIMCO INCOME STRATEGY FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,334 shares; 2024Q4: 52,334 shares; 2025Q1: 51,734 shares; 2025Q2: 51,734 shares; 2025Q3: 49,014 shares; 2025Q4: 36,264 shares; 2026Q1: 36,214 shares 36,214 $250K 0.04% -50 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: 728 shares; 2024Q4: 729 shares; 2025Q1: 730 shares; 2025Q2: 750 shares; 2025Q3: 751 shares; 2025Q4: 752 shares; 2026Q1: 752 shares 752 $247K 0.04% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,439 shares; 2025Q1: 3,802 shares; 2025Q2: 3,804 shares; 2025Q3: 3,806 shares; 2025Q4: 3,807 shares; 2026Q1: 3,808 shares 3,808 $242K 0.04% +1 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 625 shares; 2026Q1: 635 shares 635 $236K 0.04% +10 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,565 shares; 2024Q4: 2,565 shares; 2025Q1: 2,565 shares; 2025Q2: 2,565 shares; 2025Q3: 2,480 shares; 2025Q4: 2,480 shares; 2026Q1: 2,480 shares 2,480 $231K 0.04% 0 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,479 shares; 2025Q2: 4,479 shares; 2025Q3: 4,479 shares; 2025Q4: 4,479 shares; 2026Q1: 4,479 shares 4,479 $224K 0.04% 0 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM 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: 16,950 shares; 2026Q1: 14,139 shares 14,139 $224K 0.04% -2,811 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,671 shares; 2025Q4: not reported; 2026Q1: 2,811 shares 2,811 $220K 0.04% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,572 shares; 2024Q4: 4,572 shares; 2025Q1: 4,282 shares; 2025Q2: 4,282 shares; 2025Q3: 3,970 shares; 2025Q4: 3,603 shares; 2026Q1: 3,603 shares 3,603 $217K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: not reported; 2026Q1: 875 shares 875 $216K 0.04% new Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH 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: not reported; 2026Q1: 1,462 shares 1,462 $215K 0.04% new 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: 3,135 shares; 2024Q4: 1,944 shares; 2025Q1: not reported; 2025Q2: 1,931 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,973 shares 1,973 $215K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476 shares; 2024Q4: not reported; 2025Q1: 476 shares; 2025Q2: 476 shares; 2025Q3: 430 shares; 2025Q4: not reported; 2026Q1: 430 shares 430 $213K 0.04% new Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR 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: 661 shares 661 $212K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares 1,159 $211K 0.04% new Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,295 shares; 2024Q4: 11,295 shares; 2025Q1: 11,145 shares; 2025Q2: 11,145 shares; 2025Q3: 10,358 shares; 2025Q4: not reported; 2026Q1: 6,895 shares 6,895 $210K 0.04% new Timeline