CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,786,079 shares; 2024Q4: 10,826,570 shares; 2025Q1: 12,746,076 shares; 2025Q2: 12,188,851 shares; 2025Q3: 9,819,587 shares; 2025Q4: 10,051,233 shares; 2026Q1: 10,192,029 shares 10,192,029 $434M 16.43% +140,796 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,094,775 shares; 2024Q4: 2,160,553 shares; 2025Q1: 2,176,576 shares; 2025Q2: 2,707,404 shares; 2025Q3: 9,275,964 shares; 2025Q4: 9,385,711 shares; 2026Q1: 11,973,900 shares 11,973,900 $412M 15.61% +2,588,189 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: 12,546,769 shares; 2024Q4: 12,226,421 shares; 2025Q1: 10,239,963 shares; 2025Q2: 8,029,770 shares; 2025Q3: 7,584,434 shares; 2025Q4: 6,194,274 shares; 2026Q1: 5,268,562 shares 5,268,562 $403M 15.28% -925,712 Timeline VCRB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,289,350 shares; 2026Q1: 3,721,695 shares 3,721,695 $288M 10.91% +432,345 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: 1,892,825 shares; 2025Q2: 2,026,502 shares; 2025Q3: 3,606,368 shares; 2025Q4: 4,914,022 shares; 2026Q1: 7,109,897 shares 7,109,897 $186M 7.06% +2,195,875 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 89,447 shares; 2025Q3: 99,082 shares; 2025Q4: 95,743 shares; 2026Q1: 1,732,496 shares 1,732,496 $147M 5.57% +1,636,753 Timeline SMLF 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: 1,545,786 shares 1,545,786 $117M 4.42% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 379,346 shares; 2024Q4: 384,059 shares; 2025Q1: 794,795 shares; 2025Q2: 757,244 shares; 2025Q3: 836,450 shares; 2025Q4: 842,498 shares; 2026Q1: 2,860,148 shares 2,860,148 $115M 4.36% +2,017,650 Timeline JMBS 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: 380,441 shares; 2024Q4: 365,971 shares; 2025Q1: 654,308 shares; 2025Q2: 582,298 shares; 2025Q3: 16,679 shares; 2025Q4: 13,885 shares; 2026Q1: 1,762,883 shares 1,762,883 $79.6M 3.02% +1,748,998 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 279,568 shares; 2025Q2: 343,540 shares; 2025Q3: 500,984 shares; 2025Q4: 670,355 shares; 2026Q1: 1,454,367 shares 1,454,367 $68.4M 2.59% +784,012 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: 399,237 shares; 2024Q4: 1,755,024 shares; 2025Q1: 1,380,697 shares; 2025Q2: 1,212,690 shares; 2025Q3: 1,251,592 shares; 2025Q4: 1,195,446 shares; 2026Q1: 1,386,232 shares 1,386,232 $40.4M 1.53% +190,786 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: 197,626 shares; 2026Q1: 187,256 shares 187,256 $27.2M 1.03% -10,370 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: 53,767 shares; 2024Q4: 54,351 shares; 2025Q1: 51,429 shares; 2025Q2: 47,229 shares; 2025Q3: 45,254 shares; 2025Q4: 43,914 shares; 2026Q1: 40,566 shares 40,566 $26.4M 1% -3,348 Timeline SPMO 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: 22,134 shares; 2024Q4: 21,471 shares; 2025Q1: 24,781 shares; 2025Q2: 28,844 shares; 2025Q3: 226,193 shares; 2025Q4: 230,374 shares; 2026Q1: 232,079 shares 232,079 $26M 0.99% +1,705 Timeline DFEB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 423,102 shares 423,102 $20M 0.76% new Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 3,309 shares; 2025Q1: 85,575 shares; 2025Q2: 78,280 shares; 2025Q3: 82,648 shares; 2025Q4: 64,867 shares; 2026Q1: 58,375 shares 58,375 $12.8M 0.48% -6,492 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: 35,580 shares; 2024Q4: 35,372 shares; 2025Q1: 35,006 shares; 2025Q2: 35,283 shares; 2025Q3: 35,107 shares; 2025Q4: 34,864 shares; 2026Q1: 34,516 shares 34,516 $12.3M 0.47% -348 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: 1,908,027 shares; 2024Q4: 1,971,569 shares; 2025Q1: 2,949,200 shares; 2025Q2: 3,224,993 shares; 2025Q3: 1,521,408 shares; 2025Q4: 840,218 shares; 2026Q1: 224,430 shares 224,430 $11.3M 0.43% -615,788 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,099 shares; 2025Q3: 116,636 shares; 2025Q4: 114,793 shares; 2026Q1: 109,915 shares 109,915 $11.2M 0.42% -4,878 Timeline SPGM 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: 342,438 shares; 2024Q4: 349,282 shares; 2025Q1: 355,189 shares; 2025Q2: 359,801 shares; 2025Q3: 374,002 shares; 2025Q4: 371,527 shares; 2026Q1: 144,676 shares 144,676 $11M 0.42% -226,851 Timeline HYBL SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 342,606 shares; 2025Q2: 499,848 shares; 2025Q3: 502,897 shares; 2025Q4: 339,894 shares; 2026Q1: 372,995 shares 372,995 $10.4M 0.39% +33,101 Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 227,037 shares; 2025Q2: 222,642 shares; 2025Q3: 248,459 shares; 2025Q4: 237,877 shares; 2026Q1: 248,988 shares 248,988 $9.83M 0.37% +11,111 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: 29,905 shares; 2024Q4: 33,882 shares; 2025Q1: 34,297 shares; 2025Q2: 32,417 shares; 2025Q3: 32,259 shares; 2025Q4: 31,526 shares; 2026Q1: 31,498 shares 31,498 $7.99M 0.3% -28 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 2,669,679 shares; 2025Q3: 5,249,253 shares; 2025Q4: 5,373,945 shares; 2026Q1: 210,626 shares 210,626 $7.56M 0.29% -5,163,319 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: 284,205 shares; 2024Q4: 12,403 shares; 2025Q1: 11,781 shares; 2025Q2: 10,924 shares; 2025Q3: 144,592 shares; 2025Q4: 141,121 shares; 2026Q1: 139,728 shares 139,728 $6.75M 0.26% -1,393 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: 209,294 shares; 2024Q4: 210,540 shares; 2025Q1: 216,493 shares; 2025Q2: 217,114 shares; 2025Q3: 226,160 shares; 2025Q4: 229,709 shares; 2026Q1: 96,776 shares 96,776 $5.73M 0.22% -132,933 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,728 shares; 2024Q4: 28,725 shares; 2025Q1: 28,754 shares; 2025Q2: 28,752 shares; 2025Q3: 28,743 shares; 2025Q4: 28,743 shares; 2026Q1: 28,743 shares 28,743 $5.7M 0.22% 0 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: 3,367 shares; 2024Q4: 3,683 shares; 2025Q1: 3,681 shares; 2025Q2: 3,997 shares; 2025Q3: 5,692 shares; 2025Q4: 5,944 shares; 2026Q1: 12,464 shares 12,464 $5.36M 0.2% +6,520 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: 88,702 shares; 2024Q4: 85,479 shares; 2025Q1: 84,056 shares; 2025Q2: 80,156 shares; 2025Q3: 78,973 shares; 2025Q4: 77,372 shares; 2026Q1: 73,354 shares 73,354 $5.01M 0.19% -4,018 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: 29,754 shares; 2024Q4: 30,328 shares; 2025Q1: 28,723 shares; 2025Q2: 27,600 shares; 2025Q3: 26,690 shares; 2025Q4: 27,095 shares; 2026Q1: 27,852 shares 27,852 $4.86M 0.18% +757 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: 6,707 shares; 2024Q4: 7,313 shares; 2025Q1: 8,398 shares; 2025Q2: 7,259 shares; 2025Q3: 8,232 shares; 2025Q4: 8,646 shares; 2026Q1: 8,405 shares 8,405 $4.85M 0.18% -241 Timeline FMB 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: 88,816 shares; 2024Q4: 91,276 shares; 2025Q1: 87,984 shares; 2025Q2: 82,312 shares; 2025Q3: 69,289 shares; 2025Q4: 64,676 shares; 2026Q1: 82,571 shares 82,571 $4.18M 0.16% +17,895 Timeline CGCB 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: 18,551,789 shares; 2024Q4: 16,600,090 shares; 2025Q1: 10,778,123 shares; 2025Q2: 11,517,435 shares; 2025Q3: 6,753,973 shares; 2025Q4: 158,731 shares; 2026Q1: 146,277 shares 146,277 $3.84M 0.15% -12,454 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: 9,366 shares; 2024Q4: 9,452 shares; 2025Q1: 9,618 shares; 2025Q2: 9,793 shares; 2025Q3: 9,923 shares; 2025Q4: 9,570 shares; 2026Q1: 9,805 shares 9,805 $3.63M 0.14% +235 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: 89,459 shares; 2024Q4: 90,290 shares; 2025Q1: 93,206 shares; 2025Q2: 96,697 shares; 2025Q3: 112,169 shares; 2025Q4: 107,013 shares; 2026Q1: 108,717 shares 108,717 $3.15M 0.12% +1,704 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: 1,671 shares; 2024Q4: 1,680 shares; 2025Q1: 1,618 shares; 2025Q2: 4,194 shares; 2025Q3: 4,592 shares; 2025Q4: 4,720 shares; 2026Q1: 4,917 shares 4,917 $2.94M 0.11% +197 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: 7,822 shares; 2024Q4: 7,777 shares; 2025Q1: 7,568 shares; 2025Q2: 7,470 shares; 2025Q3: 7,484 shares; 2025Q4: 6,620 shares; 2026Q1: 6,322 shares 6,322 $2.76M 0.1% -298 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,673 shares; 2024Q4: 13,670 shares; 2025Q1: 13,670 shares; 2025Q2: 13,678 shares; 2025Q3: 13,726 shares; 2025Q4: 13,723 shares; 2026Q1: 13,755 shares 13,755 $2.72M 0.1% +32 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: 8,631 shares; 2024Q4: 8,903 shares; 2025Q1: 8,871 shares; 2025Q2: 8,665 shares; 2025Q3: 8,721 shares; 2025Q4: 8,453 shares; 2026Q1: 8,704 shares 8,704 $2.5M 0.09% +251 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,359 shares; 2024Q4: 6,331 shares; 2025Q1: 6,321 shares; 2025Q2: 6,320 shares; 2025Q3: 6,328 shares; 2025Q4: 6,291 shares; 2026Q1: 6,291 shares 6,291 $2.21M 0.08% 0 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: 9,657 shares; 2024Q4: 9,714 shares; 2025Q1: 10,328 shares; 2025Q2: 10,766 shares; 2025Q3: 10,815 shares; 2025Q4: 10,370 shares; 2026Q1: 10,558 shares 10,558 $2.2M 0.08% +188 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,635 shares; 2024Q4: 23,906 shares; 2025Q1: 24,266 shares; 2025Q2: 23,754 shares; 2025Q3: 23,763 shares; 2025Q4: 23,773 shares; 2026Q1: 21,994 shares 21,994 $2.15M 0.08% -1,779 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,214 shares; 2024Q4: 128,069 shares; 2025Q1: 56,590 shares; 2025Q2: 97,734 shares; 2025Q3: 84,099 shares; 2025Q4: 43,606 shares; 2026Q1: 57,352 shares 57,352 $2.11M 0.08% +13,746 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: 3,131 shares; 2024Q4: 3,851 shares; 2025Q1: 4,573 shares; 2025Q2: 5,100 shares; 2025Q3: 5,321 shares; 2025Q4: 5,444 shares; 2026Q1: 5,595 shares 5,595 $2.08M 0.08% +151 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: 11,501 shares; 2024Q4: 11,615 shares; 2025Q1: 12,149 shares; 2025Q2: 12,519 shares; 2025Q3: 13,122 shares; 2025Q4: 12,242 shares; 2026Q1: 11,989 shares 11,989 $2.03M 0.08% -253 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: 2,932 shares; 2024Q4: 2,936 shares; 2025Q1: 2,940 shares; 2025Q2: 2,954 shares; 2025Q3: 2,900 shares; 2025Q4: 2,763 shares; 2026Q1: 3,065 shares 3,065 $2M 0.08% +302 Timeline SPTM 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: 20,952 shares; 2024Q4: 21,347 shares; 2025Q1: 21,400 shares; 2025Q2: 24,180 shares; 2025Q3: 24,037 shares; 2025Q4: 24,699 shares; 2026Q1: 24,116 shares 24,116 $1.91M 0.07% -583 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: 14,110 shares; 2024Q4: 12,938 shares; 2025Q1: 13,016 shares; 2025Q2: 12,876 shares; 2025Q3: 12,887 shares; 2025Q4: 12,443 shares; 2026Q1: 12,904 shares 12,904 $1.9M 0.07% +461 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 70,735 shares; 2026Q1: 71,213 shares 71,213 $1.66M 0.06% +478 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: 71,807 shares; 2024Q4: 69,701 shares; 2025Q1: 48,303 shares; 2025Q2: 43,583 shares; 2025Q3: 43,429 shares; 2025Q4: 39,529 shares; 2026Q1: 34,509 shares 34,509 $1.62M 0.06% -5,020 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,625 shares; 2024Q4: 31,129 shares; 2025Q1: 30,350 shares; 2025Q2: 29,774 shares; 2025Q3: 41,580 shares; 2025Q4: 44,092 shares; 2026Q1: 48,369 shares 48,369 $1.61M 0.06% +4,277 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,390 shares; 2024Q4: 46,098 shares; 2025Q1: 54,502 shares; 2025Q2: 55,087 shares; 2025Q3: 55,701 shares; 2025Q4: 56,559 shares; 2026Q1: 59,274 shares 59,274 $1.5M 0.06% +2,715 Timeline DOCT 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: 428,223 shares; 2025Q1: 684,872 shares; 2025Q2: 617,258 shares; 2025Q3: 33,921 shares; 2025Q4: 33,241 shares; 2026Q1: 29,686 shares 29,686 $1.29M 0.05% -3,555 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: 6,406 shares; 2024Q4: 6,527 shares; 2025Q1: 6,861 shares; 2025Q2: 6,855 shares; 2025Q3: 6,734 shares; 2025Q4: 6,233 shares; 2026Q1: 4,388 shares 4,388 $1.26M 0.05% -1,845 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: 3,570 shares; 2024Q4: 3,555 shares; 2025Q1: 3,554 shares; 2025Q2: 4,257 shares; 2025Q3: 4,203 shares; 2025Q4: 3,615 shares; 2026Q1: 3,665 shares 3,665 $1.18M 0.04% +50 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: 9,698 shares; 2024Q4: 9,390 shares; 2025Q1: 9,455 shares; 2025Q2: 9,726 shares; 2025Q3: 9,647 shares; 2025Q4: 9,607 shares; 2026Q1: 9,458 shares 9,458 $1.18M 0.04% -149 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: 3,732 shares; 2024Q4: 3,682 shares; 2025Q1: 3,856 shares; 2025Q2: 3,804 shares; 2025Q3: 4,003 shares; 2025Q4: 3,929 shares; 2026Q1: 3,823 shares 3,823 $1.12M 0.04% -106 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: 6,005 shares; 2024Q4: 6,160 shares; 2025Q1: 5,982 shares; 2025Q2: 6,867 shares; 2025Q3: 7,079 shares; 2025Q4: 5,698 shares; 2026Q1: 5,590 shares 5,590 $1.1M 0.04% -108 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: 8,123 shares; 2024Q4: 8,132 shares; 2025Q1: 10,329 shares; 2025Q2: 9,043 shares; 2025Q3: 13,744 shares; 2025Q4: 15,493 shares; 2026Q1: 15,208 shares 15,208 $1.07M 0.04% -285 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,339 shares; 2024Q4: 8,339 shares; 2025Q1: 9,693 shares; 2025Q2: 14,214 shares; 2025Q3: 15,585 shares; 2025Q4: 15,084 shares; 2026Q1: 13,814 shares 13,814 $1.04M 0.04% -1,270 Timeline GSLC 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: 5,207 shares; 2024Q4: 6,252 shares; 2025Q1: 8,179 shares; 2025Q2: 6,787 shares; 2025Q3: 7,957 shares; 2025Q4: 8,745 shares; 2026Q1: 8,158 shares 8,158 $1.02M 0.04% -587 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,444 shares; 2025Q1: 6,495 shares; 2025Q2: 6,336 shares; 2025Q3: 6,350 shares; 2025Q4: 6,351 shares; 2026Q1: 6,366 shares 6,366 $1.02M 0.04% +15 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: 6,332 shares; 2024Q4: 6,443 shares; 2025Q1: 5,216 shares; 2025Q2: 4,511 shares; 2025Q3: 4,401 shares; 2025Q4: 4,775 shares; 2026Q1: 4,063 shares 4,063 $1.01M 0.04% -712 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: 40,932 shares; 2024Q4: 38,650 shares; 2025Q1: 32,804 shares; 2025Q2: 32,226 shares; 2025Q3: 32,248 shares; 2025Q4: 24,794 shares; 2026Q1: 22,897 shares 22,897 $998K 0.04% -1,897 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: 18,454 shares; 2024Q4: 18,348 shares; 2025Q1: 18,466 shares; 2025Q2: 18,443 shares; 2025Q3: 19,558 shares; 2025Q4: 19,586 shares; 2026Q1: 19,858 shares 19,858 $997K 0.04% +272 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: 4,904 shares; 2024Q4: 4,897 shares; 2025Q1: 4,903 shares; 2025Q2: 4,905 shares; 2025Q3: 5,001 shares; 2025Q4: 4,950 shares; 2026Q1: 4,979 shares 4,979 $960K 0.04% +29 Timeline DGRW 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: 11,558 shares; 2024Q4: 12,325 shares; 2025Q1: 12,366 shares; 2025Q2: 11,119 shares; 2025Q3: 11,587 shares; 2025Q4: 11,081 shares; 2026Q1: 10,814 shares 10,814 $950K 0.04% -267 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: 11,074 shares; 2024Q4: 39,607 shares; 2025Q1: 48,711 shares; 2025Q2: 39,809 shares; 2025Q3: 37,066 shares; 2025Q4: 31,893 shares; 2026Q1: 29,670 shares 29,670 $910K 0.03% -2,223 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,429 shares; 2024Q4: 5,304 shares; 2025Q1: 5,122 shares; 2025Q2: 5,073 shares; 2025Q3: 5,001 shares; 2025Q4: 5,034 shares; 2026Q1: 4,374 shares 4,374 $900K 0.03% -660 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,724 shares; 2024Q4: 6,724 shares; 2025Q1: 6,962 shares; 2025Q2: 6,962 shares; 2025Q3: 6,982 shares; 2025Q4: 6,982 shares; 2026Q1: 7,068 shares 7,068 $893K 0.03% +86 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: 11,303 shares; 2024Q4: 11,325 shares; 2025Q1: 11,325 shares; 2025Q2: 11,360 shares; 2025Q3: 13,114 shares; 2025Q4: 13,434 shares; 2026Q1: 12,960 shares 12,960 $883K 0.03% -474 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,077 shares; 2025Q1: 3,028 shares; 2025Q2: 3,023 shares; 2025Q3: 2,973 shares; 2025Q4: 2,951 shares; 2026Q1: 2,840 shares 2,840 $883K 0.03% -111 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: 185,686 shares; 2024Q4: 12,746 shares; 2025Q1: 13,895 shares; 2025Q2: 17,142 shares; 2025Q3: 16,739 shares; 2025Q4: 16,618 shares; 2026Q1: 15,573 shares 15,573 $865K 0.03% -1,045 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: 25,948 shares; 2024Q4: 18,075 shares; 2025Q1: 16,174 shares; 2025Q2: 14,095 shares; 2025Q3: 11,467 shares; 2025Q4: 10,433 shares; 2026Q1: 8,771 shares 8,771 $837K 0.03% -1,662 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: 7,576 shares; 2024Q4: 9,856 shares; 2025Q1: 10,251 shares; 2025Q2: 10,042 shares; 2025Q3: 10,416 shares; 2025Q4: 9,090 shares; 2026Q1: 9,360 shares 9,360 $825K 0.03% +270 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: 5,351 shares; 2025Q1: 5,443 shares; 2025Q2: 5,602 shares; 2025Q3: 5,382 shares; 2025Q4: 5,404 shares; 2026Q1: 5,544 shares 5,544 $811K 0.03% +140 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: 15,514 shares; 2024Q4: 15,530 shares; 2025Q1: 15,530 shares; 2025Q2: 15,299 shares; 2025Q3: 15,315 shares; 2025Q4: 15,332 shares; 2026Q1: 11,643 shares 11,643 $797K 0.03% -3,689 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,637 shares; 2025Q1: 1,706 shares; 2025Q2: 1,697 shares; 2025Q3: 1,701 shares; 2025Q4: 1,705 shares; 2026Q1: 1,593 shares 1,593 $796K 0.03% -112 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,489 shares; 2024Q4: 13,560 shares; 2025Q1: 13,470 shares; 2025Q2: 13,503 shares; 2025Q3: 14,570 shares; 2025Q4: 16,680 shares; 2026Q1: 17,172 shares 17,172 $788K 0.03% +492 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 2,726 shares; 2025Q1: 2,726 shares; 2025Q2: 2,726 shares; 2025Q3: 2,755 shares; 2025Q4: 2,755 shares; 2026Q1: 2,730 shares 2,730 $784K 0.03% -25 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: 3,883 shares; 2024Q4: 4,137 shares; 2025Q1: 4,137 shares; 2025Q2: 4,137 shares; 2025Q3: 4,137 shares; 2025Q4: 4,137 shares; 2026Q1: 4,137 shares 4,137 $751K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 3,346 shares; 2025Q1: 3,771 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 5,377 shares; 2026Q1: 5,560 shares 5,560 $739K 0.03% +183 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: 1,006 shares; 2024Q4: 1,042 shares; 2025Q1: 1,087 shares; 2025Q2: 1,130 shares; 2025Q3: 1,171 shares; 2025Q4: 1,184 shares; 2026Q1: 1,286 shares 1,286 $736K 0.03% +102 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,864 shares; 2024Q4: 24,946 shares; 2025Q1: 25,863 shares; 2025Q2: 25,836 shares; 2025Q3: 26,381 shares; 2025Q4: 26,133 shares; 2026Q1: 26,594 shares 26,594 $730K 0.03% +461 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: 7,941 shares; 2024Q4: 8,135 shares; 2025Q1: 8,016 shares; 2025Q2: 7,804 shares; 2025Q3: 7,780 shares; 2025Q4: 7,781 shares; 2026Q1: 7,771 shares 7,771 $722K 0.03% -10 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: 5,028 shares; 2024Q4: 4,966 shares; 2025Q1: 4,964 shares; 2025Q2: 4,955 shares; 2025Q3: 4,967 shares; 2025Q4: 4,859 shares; 2026Q1: 4,860 shares 4,860 $720K 0.03% +1 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: 3,552 shares; 2024Q4: 4,481 shares; 2025Q1: 4,649 shares; 2025Q2: 4,609 shares; 2025Q3: 4,953 shares; 2025Q4: 6,206 shares; 2026Q1: 4,813 shares 4,813 $704K 0.03% -1,393 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: 2,317 shares; 2024Q4: 2,279 shares; 2025Q1: 3,104 shares; 2025Q2: 3,090 shares; 2025Q3: 2,995 shares; 2025Q4: 3,034 shares; 2026Q1: 2,933 shares 2,933 $697K 0.03% -101 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: 14,766 shares; 2024Q4: 14,779 shares; 2025Q1: 14,785 shares; 2025Q2: 14,794 shares; 2025Q3: 13,935 shares; 2025Q4: 13,838 shares; 2026Q1: 11,980 shares 11,980 $678K 0.03% -1,858 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: 8,728 shares; 2024Q4: 8,329 shares; 2025Q1: 8,365 shares; 2025Q2: 7,562 shares; 2025Q3: 7,514 shares; 2025Q4: 6,789 shares; 2026Q1: 6,857 shares 6,857 $675K 0.03% +68 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: 2,737 shares; 2024Q4: 2,764 shares; 2025Q1: 2,750 shares; 2025Q2: 2,811 shares; 2025Q3: 2,894 shares; 2025Q4: 2,355 shares; 2026Q1: 2,338 shares 2,338 $671K 0.03% -17 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: 3,252 shares; 2024Q4: 3,318 shares; 2025Q1: 3,314 shares; 2025Q2: 3,319 shares; 2025Q3: 3,007 shares; 2025Q4: 3,030 shares; 2026Q1: 3,066 shares 3,066 $667K 0.03% +36 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: 335,653 shares; 2024Q4: 340,239 shares; 2025Q1: 372,621 shares; 2025Q2: 392,016 shares; 2025Q3: 17,394 shares; 2025Q4: 14,306 shares; 2026Q1: 11,743 shares 11,743 $666K 0.03% -2,563 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: 1,488 shares; 2024Q4: 1,620 shares; 2025Q1: 2,716 shares; 2025Q2: 2,310 shares; 2025Q3: 2,656 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares 2,657 $644K 0.02% 0 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,176 shares; 2024Q4: 8,205 shares; 2025Q1: 8,205 shares; 2025Q2: 7,430 shares; 2025Q3: 13,209 shares; 2025Q4: 16,115 shares; 2026Q1: 16,115 shares 16,115 $619K 0.02% 0 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: 2,271 shares; 2024Q4: 2,230 shares; 2025Q1: 2,284 shares; 2025Q2: 2,258 shares; 2025Q3: 2,541 shares; 2025Q4: 2,503 shares; 2026Q1: 2,463 shares 2,463 $602K 0.02% -40 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: 7,374 shares; 2024Q4: 7,910 shares; 2025Q1: 4,958 shares; 2025Q2: 3,996 shares; 2025Q3: 3,368 shares; 2025Q4: 3,194 shares; 2026Q1: 3,065 shares 3,065 $588K 0.02% -129 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: 3,357 shares; 2024Q4: 3,330 shares; 2025Q1: 4,377 shares; 2025Q2: 4,322 shares; 2025Q3: 4,229 shares; 2025Q4: 4,042 shares; 2026Q1: 3,961 shares 3,961 $572K 0.02% -81 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: 62,433 shares; 2024Q4: 57,235 shares; 2025Q1: 56,392 shares; 2025Q2: 56,432 shares; 2025Q3: 54,799 shares; 2025Q4: 49,010 shares; 2026Q1: 49,498 shares 49,498 $571K 0.02% +488 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,210 shares; 2025Q1: 5,269 shares; 2025Q2: 4,450 shares; 2025Q3: 4,436 shares; 2025Q4: 9,133 shares; 2026Q1: 9,147 shares 9,147 $560K 0.02% +14 Timeline SPEM 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: 20,722 shares; 2024Q4: 20,806 shares; 2025Q1: 20,214 shares; 2025Q2: 20,217 shares; 2025Q3: 13,809 shares; 2025Q4: 11,797 shares; 2026Q1: 11,797 shares 11,797 $553K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,294 shares; 2024Q4: 4,287 shares; 2025Q1: 4,295 shares; 2025Q2: 4,406 shares; 2025Q3: 3,638 shares; 2025Q4: 3,643 shares; 2026Q1: 3,152 shares 3,152 $547K 0.02% -491 Timeline UAUG 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: 21,793 shares; 2024Q4: 20,384 shares; 2025Q1: 14,432 shares; 2025Q2: 13,859 shares; 2025Q3: 13,859 shares; 2025Q4: 13,859 shares; 2026Q1: 13,859 shares 13,859 $545K 0.02% 0 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 515,075 shares; 2024Q4: 516,767 shares; 2025Q1: 446,380 shares; 2025Q2: 487,095 shares; 2025Q3: 334,294 shares; 2025Q4: 374,529 shares; 2026Q1: 16,061 shares 16,061 $542K 0.02% -358,468 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: 5,372 shares; 2025Q2: 5,993 shares; 2025Q3: 9,428 shares; 2025Q4: 11,733 shares; 2026Q1: 13,998 shares 13,998 $538K 0.02% +2,265 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: 1,772 shares; 2024Q4: 1,762 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,793 shares; 2025Q4: 1,793 shares; 2026Q1: 1,823 shares 1,823 $517K 0.02% +30 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: 2,411 shares; 2024Q4: 2,637 shares; 2025Q1: 3,224 shares; 2025Q2: 3,414 shares; 2025Q3: 4,020 shares; 2025Q4: 5,078 shares; 2026Q1: 4,840 shares 4,840 $514K 0.02% -238 Timeline SDVY 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: 491,017 shares; 2025Q1: 503,089 shares; 2025Q2: 9,024 shares; 2025Q3: 8,885 shares; 2025Q4: 8,915 shares; 2026Q1: 12,048 shares 12,048 $475K 0.02% +3,133 Timeline DSEP 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: 5,631 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,816 shares; 2025Q4: 8,721 shares; 2026Q1: 10,772 shares 10,772 $474K 0.02% +2,051 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: 13,845 shares; 2024Q4: 13,745 shares; 2025Q1: 13,745 shares; 2025Q2: 13,745 shares; 2025Q3: 13,576 shares; 2025Q4: 11,938 shares; 2026Q1: 10,069 shares 10,069 $460K 0.02% -1,869 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,057 shares; 2025Q1: not reported; 2025Q2: 1,032 shares; 2025Q3: 1,230 shares; 2025Q4: 1,231 shares; 2026Q1: 1,475 shares 1,475 $456K 0.02% +244 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 9,753 shares 9,753 $453K 0.02% new Timeline SMH 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: 901 shares; 2024Q4: 1,186 shares; 2025Q1: 1,186 shares; 2025Q2: 1,186 shares; 2025Q3: 1,249 shares; 2025Q4: 1,136 shares; 2026Q1: 1,171 shares 1,171 $449K 0.02% +35 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: 306 shares; 2024Q4: 313 shares; 2025Q1: 329 shares; 2025Q2: 302 shares; 2025Q3: 438 shares; 2025Q4: 457 shares; 2026Q1: 479 shares 479 $441K 0.02% +22 Timeline INCM 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,192 shares 14,192 $408K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,945 shares; 2026Q1: 9,239 shares 9,239 $408K 0.02% +294 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares; 2025Q3: 451 shares; 2025Q4: 451 shares; 2026Q1: 461 shares 461 $402K 0.02% +10 Timeline DMAY 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: 9,500 shares; 2024Q4: 9,500 shares; 2025Q1: 9,500 shares; 2025Q2: 9,025 shares; 2025Q3: 9,024 shares; 2025Q4: 8,911 shares; 2026Q1: 8,911 shares 8,911 $400K 0.02% 0 Timeline IBDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,622 shares; 2025Q2: 13,036 shares; 2025Q3: 13,147 shares; 2025Q4: 17,831 shares; 2026Q1: 17,938 shares 17,938 $393K 0.01% +107 Timeline AOR 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: 6,102 shares 6,102 $393K 0.01% new 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: 12,000 shares; 2024Q4: 13,711 shares; 2025Q1: 12,630 shares; 2025Q2: 11,621 shares; 2025Q3: 11,623 shares; 2025Q4: 6,252 shares; 2026Q1: 5,999 shares 5,999 $384K 0.01% -253 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: 975 shares; 2025Q1: 992 shares; 2025Q2: 986 shares; 2025Q3: 921 shares; 2025Q4: 921 shares; 2026Q1: 796 shares 796 $381K 0.01% -125 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: 3,819 shares; 2024Q4: 4,336 shares; 2025Q1: 2,531 shares; 2025Q2: 4,503 shares; 2025Q3: 4,347 shares; 2025Q4: 3,983 shares; 2026Q1: 3,767 shares 3,767 $374K 0.01% -216 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 793 shares; 2025Q1: 804 shares; 2025Q2: 793 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 807 shares 807 $372K 0.01% +6 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: 4,821 shares; 2024Q4: 4,841 shares; 2025Q1: 4,854 shares; 2025Q2: 5,514 shares; 2025Q3: 5,391 shares; 2025Q4: 5,415 shares; 2026Q1: 5,508 shares 5,508 $372K 0.01% +93 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: 1,124 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,186 shares; 2025Q3: 1,190 shares; 2025Q4: 1,131 shares; 2026Q1: 1,131 shares 1,131 $372K 0.01% 0 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,312 shares; 2024Q4: 12,138 shares; 2025Q1: 10,873 shares; 2025Q2: 7,656 shares; 2025Q3: 7,656 shares; 2025Q4: 12,532 shares; 2026Q1: 12,532 shares 12,532 $370K 0.01% 0 Timeline MEI METHODE ELECTRS INC More: the full row for METHODE ELECTRS 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: 65,208 shares; 2025Q4: 65,208 shares; 2026Q1: 65,208 shares 65,208 $360K 0.01% 0 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: 2,975 shares; 2025Q1: 2,742 shares; 2025Q2: 2,742 shares; 2025Q3: 2,742 shares; 2025Q4: 3,391 shares; 2026Q1: 2,672 shares 2,672 $360K 0.01% -719 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: 1,988 shares; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,169 shares; 2025Q3: 2,178 shares; 2025Q4: 2,219 shares; 2026Q1: 1,817 shares 1,817 $348K 0.01% -402 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: 9,952 shares; 2024Q4: 9,208 shares; 2025Q1: 8,729 shares; 2025Q2: 8,740 shares; 2025Q3: 8,729 shares; 2025Q4: 8,729 shares; 2026Q1: 12,215 shares 12,215 $343K 0.01% +3,486 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,490 shares; 2024Q4: 3,728 shares; 2025Q1: 3,490 shares; 2025Q2: 3,608 shares; 2025Q3: 3,608 shares; 2025Q4: 7,217 shares; 2026Q1: 7,434 shares 7,434 $341K 0.01% +217 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: 1,704 shares; 2024Q4: 1,456 shares; 2025Q1: 1,494 shares; 2025Q2: not reported; 2025Q3: 1,545 shares; 2025Q4: 1,541 shares; 2026Q1: 1,530 shares 1,530 $317K 0.01% -11 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: 788 shares; 2024Q4: 784 shares; 2025Q1: 794 shares; 2025Q2: 494 shares; 2025Q3: 364 shares; 2025Q4: 4,219 shares; 2026Q1: 3,244 shares 3,244 $312K 0.01% -975 Timeline SPXN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,322 shares 4,322 $306K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,535 shares; 2025Q4: 11,854 shares; 2026Q1: 12,368 shares 12,368 $306K 0.01% +514 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 889 shares 889 $304K 0.01% +24 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,626 shares; 2024Q4: 8,629 shares; 2025Q1: 8,314 shares; 2025Q2: 8,317 shares; 2025Q3: 8,317 shares; 2025Q4: 7,174 shares; 2026Q1: 7,174 shares 7,174 $303K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,042 shares; 2025Q1: 1,043 shares; 2025Q2: 893 shares; 2025Q3: 894 shares; 2025Q4: 895 shares; 2026Q1: 917 shares 917 $300K 0.01% +22 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: 521 shares; 2024Q4: 521 shares; 2025Q1: 520 shares; 2025Q2: 520 shares; 2025Q3: 522 shares; 2025Q4: 522 shares; 2026Q1: 530 shares 530 $298K 0.01% +8 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,270 shares; 2025Q2: not reported; 2025Q3: 6,254 shares; 2025Q4: 6,254 shares; 2026Q1: 6,254 shares 6,254 $294K 0.01% 0 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: 1,658 shares; 2024Q4: 2,018 shares; 2025Q1: 1,570 shares; 2025Q2: 1,550 shares; 2025Q3: 1,531 shares; 2025Q4: 1,172 shares; 2026Q1: 1,116 shares 1,116 $292K 0.01% -56 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: 803 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 803 shares; 2025Q4: 803 shares; 2026Q1: 803 shares 803 $288K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,097 shares; 2024Q4: 3,138 shares; 2025Q1: 3,148 shares; 2025Q2: 3,149 shares; 2025Q3: 3,370 shares; 2025Q4: 2,679 shares; 2026Q1: 2,022 shares 2,022 $280K 0.01% -657 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: 252 shares; 2024Q4: 371 shares; 2025Q1: 417 shares; 2025Q2: 421 shares; 2025Q3: 283 shares; 2025Q4: 271 shares; 2026Q1: 279 shares 279 $278K 0.01% +8 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 794 shares; 2025Q1: 1,064 shares; 2025Q2: 1,064 shares; 2025Q3: 1,064 shares; 2025Q4: 863 shares; 2026Q1: 864 shares 864 $275K 0.01% +1 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: 2,582 shares; 2024Q4: 2,138 shares; 2025Q1: 2,045 shares; 2025Q2: 1,817 shares; 2025Q3: 1,829 shares; 2025Q4: 1,838 shares; 2026Q1: 1,741 shares 1,741 $270K 0.01% -97 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 983 shares; 2024Q4: 1,394 shares; 2025Q1: 1,394 shares; 2025Q2: 1,391 shares; 2025Q3: 1,401 shares; 2025Q4: 1,374 shares; 2026Q1: 1,370 shares 1,370 $266K 0.01% -4 Timeline FPEI 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: not reported; 2024Q4: not reported; 2025Q1: 10,996 shares; 2025Q2: 11,155 shares; 2025Q3: 13,234 shares; 2025Q4: 13,431 shares; 2026Q1: 13,620 shares 13,620 $259K 0.01% +189 Timeline UMAR 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: 487,051 shares; 2024Q4: 40,485 shares; 2025Q1: 39,331 shares; 2025Q2: 10,602 shares; 2025Q3: 9,327 shares; 2025Q4: 9,554 shares; 2026Q1: 6,510 shares 6,510 $259K 0.01% -3,044 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: 2,333 shares; 2024Q4: 2,505 shares; 2025Q1: 2,489 shares; 2025Q2: 2,257 shares; 2025Q3: 2,625 shares; 2025Q4: 2,635 shares; 2026Q1: 2,674 shares 2,674 $258K 0.01% +39 Timeline SRLN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,232 shares 6,232 $250K 0.01% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,969 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,992 shares; 2025Q4: 3,813 shares; 2026Q1: 3,721 shares 3,721 $247K 0.01% -92 Timeline PJUL 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: 5,105 shares; 2024Q4: 5,105 shares; 2025Q1: 5,105 shares; 2025Q2: 5,105 shares; 2025Q3: 5,105 shares; 2025Q4: 5,105 shares; 2026Q1: 5,105 shares 5,105 $235K 0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,556 shares; 2026Q1: 1,695 shares 1,695 $235K 0.01% +139 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: 1,517 shares; 2024Q4: 1,351 shares; 2025Q1: not reported; 2025Q2: 1,123 shares; 2025Q3: 1,129 shares; 2025Q4: 1,089 shares; 2026Q1: 1,168 shares 1,168 $232K 0.01% +79 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,230 shares; 2024Q4: 2,272 shares; 2025Q1: 2,222 shares; 2025Q2: 2,219 shares; 2025Q3: 2,235 shares; 2025Q4: 2,235 shares; 2026Q1: 2,214 shares 2,214 $227K 0.01% -21 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 642 shares; 2025Q2: 643 shares; 2025Q3: 664 shares; 2025Q4: 661 shares; 2026Q1: 744 shares 744 $225K 0.01% +83 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,990 shares; 2026Q1: 2,990 shares 2,990 $225K 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114 shares; 2024Q4: 2,114 shares; 2025Q1: 2,114 shares; 2025Q2: 2,114 shares; 2025Q3: 2,114 shares; 2025Q4: 2,114 shares; 2026Q1: 2,114 shares 2,114 $224K 0.01% 0 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: 1,413 shares; 2025Q2: 1,431 shares; 2025Q3: 1,333 shares; 2025Q4: 1,323 shares; 2026Q1: 1,348 shares 1,348 $223K 0.01% +25 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,824 shares; 2025Q1: 3,424 shares; 2025Q2: 5,599 shares; 2025Q3: 5,599 shares; 2025Q4: 3,924 shares; 2026Q1: 4,203 shares 4,203 $222K 0.01% +279 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: not reported; 2024Q4: not reported; 2025Q1: 729 shares; 2025Q2: 732 shares; 2025Q3: 781 shares; 2025Q4: 730 shares; 2026Q1: 649 shares 649 $213K 0.01% -81 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $211K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,708 shares 2,708 $210K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,164 shares; 2026Q1: 2,144 shares 2,144 $208K 0.01% -20 Timeline IEI 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: 2,411 shares; 2025Q2: 2,411 shares; 2025Q3: 2,411 shares; 2025Q4: 2,484 shares; 2026Q1: 1,748 shares 1,748 $207K 0.01% -736 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,784 shares; 2024Q4: 9,784 shares; 2025Q1: 9,784 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,230 shares 5,230 $206K 0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,439 shares; 2024Q4: 2,439 shares; 2025Q1: 2,439 shares; 2025Q2: 2,439 shares; 2025Q3: 2,439 shares; 2025Q4: not reported; 2026Q1: 2,439 shares 2,439 $206K 0.01% new Timeline MDYG 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: 11,788 shares; 2024Q4: 11,793 shares; 2025Q1: 11,797 shares; 2025Q2: 11,801 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,137 shares 2,137 $205K 0.01% new Timeline VOE 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: 1,106 shares 1,106 $204K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 959 shares; 2026Q1: 942 shares 942 $203K 0.01% -17 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,064 shares; 2025Q1: 3,164 shares; 2025Q2: 3,164 shares; 2025Q3: 3,164 shares; 2025Q4: 3,164 shares; 2026Q1: 3,833 shares 3,833 $202K 0.01% +669 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: 2,014 shares 2,014 $202K 0.01% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,730 shares 2,730 $201K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 872 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 820 shares; 2025Q4: not reported; 2026Q1: 848 shares 848 $200K 0.01% new 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: 11,529 shares; 2025Q4: 12,145 shares; 2026Q1: 12,137 shares 12,137 $192K 0.01% -8 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: not reported; 2024Q4: not reported; 2025Q1: 12,743 shares; 2025Q2: 12,743 shares; 2025Q3: 12,479 shares; 2025Q4: 12,479 shares; 2026Q1: 12,479 shares 12,479 $164K 0.01% 0 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,926 shares; 2025Q3: 15,926 shares; 2025Q4: 15,926 shares; 2026Q1: 15,926 shares 15,926 $120K <0.01% 0 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,946 shares; 2024Q4: 15,500 shares; 2025Q1: 15,500 shares; 2025Q2: 15,500 shares; 2025Q3: 15,500 shares; 2025Q4: 17,713 shares; 2026Q1: 22,713 shares 22,713 $118K <0.01% +5,000 Timeline DHF BNY MELLON HIGH YIELD STRATE More: the full row for BNY MELLON HIGH YIELD STRATE 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: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 30,000 shares 30,000 $73.2K <0.01% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR 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: not reported; 2025Q4: 13,777 shares; 2026Q1: 11,089 shares 11,089 $51.9K <0.01% -2,688 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,055 shares; 2026Q1: 13,977 shares 13,977 $49.2K <0.01% +1,922 Timeline NAK NORTHERN DYNASTY MINERALS LT More: the full row for NORTHERN DYNASTY MINERALS LT 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: 22,500 shares; 2025Q4: 22,500 shares; 2026Q1: 22,500 shares 22,500 $31.5K <0.01% 0 Timeline SES SES AI CORPORATION More: the full row for SES AI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,888 shares; 2025Q2: 13,888 shares; 2025Q3: 13,888 shares; 2025Q4: 13,888 shares; 2026Q1: 13,888 shares 13,888 $13.4K <0.01% 0 Timeline