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: 171,579 shares; 2024Q4: 179,083 shares; 2025Q1: 164,345 shares; 2025Q2: 161,485 shares; 2025Q3: 165,336 shares; 2025Q4: 173,663 shares; 2026Q1: 162,438 shares 162,438 $97.1M 7.03% -11,225 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: 274,890 shares; 2024Q4: 278,071 shares; 2025Q1: 275,467 shares; 2025Q2: 279,204 shares; 2025Q3: 290,928 shares; 2025Q4: 303,355 shares; 2026Q1: 276,339 shares 276,339 $59.4M 4.3% -27,016 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: 401,473 shares; 2024Q4: 369,964 shares; 2025Q1: 421,988 shares; 2025Q2: 958,298 shares; 2025Q3: 1,161,409 shares; 2025Q4: 1,122,026 shares; 2026Q1: 1,178,248 shares 1,178,248 $59.3M 4.3% +56,222 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: 224,989 shares; 2024Q4: 224,939 shares; 2025Q1: 368,266 shares; 2025Q2: 663,740 shares; 2025Q3: 813,729 shares; 2025Q4: 826,843 shares; 2026Q1: 569,456 shares 569,456 $57.3M 4.15% -257,387 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 257,434 shares; 2024Q4: 260,132 shares; 2025Q1: 226,184 shares; 2025Q2: 181,924 shares; 2025Q3: 192,383 shares; 2025Q4: 189,714 shares; 2026Q1: 1,090,341 shares 1,090,341 $48.2M 3.49% +900,627 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 898,345 shares 898,345 $46.7M 3.38% new 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: 142,658 shares; 2024Q4: 157,174 shares; 2025Q1: 153,305 shares; 2025Q2: 159,678 shares; 2025Q3: 168,121 shares; 2025Q4: 169,841 shares; 2026Q1: 168,837 shares 168,837 $42.8M 3.1% -1,004 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 946,775 shares 946,775 $33.6M 2.44% new Timeline BKDV BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,954 shares; 2025Q4: 838,842 shares; 2026Q1: 1,119,430 shares 1,119,430 $33.2M 2.4% +280,588 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: 47,000 shares; 2024Q4: 47,033 shares; 2025Q1: 46,963 shares; 2025Q2: 46,985 shares; 2025Q3: 48,593 shares; 2025Q4: 48,606 shares; 2026Q1: 48,562 shares 48,562 $33.1M 2.4% -44 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: 125,752 shares; 2024Q4: 125,171 shares; 2025Q1: 126,960 shares; 2025Q2: 139,010 shares; 2025Q3: 145,312 shares; 2025Q4: 141,022 shares; 2026Q1: 147,806 shares 147,806 $25.8M 1.87% +6,784 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: 299,632 shares; 2024Q4: 199,299 shares; 2025Q1: 226,895 shares; 2025Q2: 362,108 shares; 2025Q3: 401,372 shares; 2025Q4: 435,010 shares; 2026Q1: 360,560 shares 360,560 $23.1M 1.67% -74,450 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: 49,184 shares; 2024Q4: 52,140 shares; 2025Q1: 47,363 shares; 2025Q2: 36,719 shares; 2025Q3: 39,968 shares; 2025Q4: 45,220 shares; 2026Q1: 46,215 shares 46,215 $19.7M 1.43% +995 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: 154,360 shares; 2024Q4: 101,585 shares; 2025Q1: 108,175 shares; 2025Q2: 104,446 shares; 2025Q3: 90,207 shares; 2025Q4: 94,888 shares; 2026Q1: 94,735 shares 94,735 $18.2M 1.32% -153 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: 271,220 shares; 2024Q4: 142,442 shares; 2025Q1: 138,827 shares; 2025Q2: 167,862 shares; 2025Q3: 246,735 shares; 2025Q4: 239,641 shares; 2026Q1: 237,345 shares 237,345 $18.2M 1.32% -2,296 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,960 shares; 2024Q4: 10,436 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 16,026 shares; 2025Q4: 22,863 shares; 2026Q1: 573,731 shares 573,731 $17.8M 1.29% +550,868 Timeline SPAB 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: 7,695 shares; 2024Q4: 10,586 shares; 2025Q1: 839,416 shares; 2025Q2: 17,003 shares; 2025Q3: 13,006 shares; 2025Q4: 16,877 shares; 2026Q1: 688,382 shares 688,382 $17.6M 1.28% +671,505 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: 55,425 shares; 2024Q4: 55,414 shares; 2025Q1: 57,025 shares; 2025Q2: 55,307 shares; 2025Q3: 56,140 shares; 2025Q4: 54,168 shares; 2026Q1: 54,460 shares 54,460 $17.5M 1.26% +292 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: not reported; 2026Q1: 173,271 shares 173,271 $17.5M 1.26% new 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: 38,782 shares; 2024Q4: 38,870 shares; 2025Q1: 36,431 shares; 2025Q2: 39,398 shares; 2025Q3: 42,093 shares; 2025Q4: 43,179 shares; 2026Q1: 42,970 shares 42,970 $15.9M 1.15% -209 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: 5,093 shares; 2024Q4: 2,861 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,484 shares; 2026Q1: 143,169 shares 143,169 $13.1M 0.95% +140,685 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 219,777 shares; 2024Q4: 225,427 shares; 2025Q1: 164,841 shares; 2025Q2: 86,215 shares; 2025Q3: 80,986 shares; 2025Q4: 76,189 shares; 2026Q1: 115,325 shares 115,325 $12.7M 0.92% +39,136 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416,426 shares; 2026Q1: 469,680 shares 469,680 $12.3M 0.89% +53,254 Timeline VONV 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: 116,318 shares; 2026Q1: 130,262 shares 130,262 $12.2M 0.88% +13,944 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: 20,419 shares; 2024Q4: 20,238 shares; 2025Q1: 24,200 shares; 2025Q2: 18,320 shares; 2025Q3: 15,615 shares; 2025Q4: 15,298 shares; 2026Q1: 18,335 shares 18,335 $11.9M 0.86% +3,037 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: 19,308 shares; 2024Q4: 18,613 shares; 2025Q1: 19,740 shares; 2025Q2: 20,400 shares; 2025Q3: 48,632 shares; 2025Q4: 48,549 shares; 2026Q1: 47,715 shares 47,715 $11.7M 0.84% -834 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: 45,923 shares; 2024Q4: 43,860 shares; 2025Q1: 42,776 shares; 2025Q2: 45,795 shares; 2025Q3: 50,438 shares; 2025Q4: 51,180 shares; 2026Q1: 52,028 shares 52,028 $10.8M 0.78% +848 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,858 shares; 2024Q4: 3,820 shares; 2025Q1: 5,948 shares; 2025Q2: 5,491 shares; 2025Q3: 5,571 shares; 2025Q4: 30,604 shares; 2026Q1: 36,365 shares 36,365 $10.4M 0.76% +5,761 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: 33,518 shares; 2024Q4: 35,178 shares; 2025Q1: 33,815 shares; 2025Q2: 32,532 shares; 2025Q3: 33,171 shares; 2025Q4: 36,090 shares; 2026Q1: 35,900 shares 35,900 $10.3M 0.75% -190 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,105 shares 125,105 $10.1M 0.73% new Timeline FTHI 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: not reported; 2025Q1: 328,493 shares; 2025Q2: 358,456 shares; 2025Q3: 405,102 shares; 2025Q4: 457,777 shares; 2026Q1: 411,435 shares 411,435 $9.44M 0.68% -46,342 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,234 shares; 2024Q4: 15,514 shares; 2025Q1: 12,904 shares; 2025Q2: 15,479 shares; 2025Q3: 41,757 shares; 2025Q4: 41,732 shares; 2026Q1: 42,722 shares 42,722 $8.79M 0.64% +990 Timeline ICSH 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: 243,961 shares; 2024Q4: 125,209 shares; 2025Q1: 128,856 shares; 2025Q2: 144,692 shares; 2025Q3: 158,442 shares; 2025Q4: 158,622 shares; 2026Q1: 161,235 shares 161,235 $8.16M 0.59% +2,613 Timeline ISPY 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: 66,714 shares; 2024Q4: 111,208 shares; 2025Q1: 149,255 shares; 2025Q2: 168,385 shares; 2025Q3: 159,435 shares; 2025Q4: 166,799 shares; 2026Q1: 169,999 shares 169,999 $7.37M 0.53% +3,200 Timeline HDV 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: 48,837 shares; 2024Q4: 51,228 shares; 2025Q1: 51,623 shares; 2025Q2: 53,158 shares; 2025Q3: 57,147 shares; 2025Q4: 54,091 shares; 2026Q1: 52,988 shares 52,988 $7.19M 0.52% -1,103 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: 18,449 shares; 2024Q4: 19,249 shares; 2025Q1: 20,205 shares; 2025Q2: 20,252 shares; 2025Q3: 20,497 shares; 2025Q4: 24,013 shares; 2026Q1: 23,302 shares 23,302 $6.85M 0.5% -711 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: 5,103 shares; 2024Q4: 5,343 shares; 2025Q1: 5,361 shares; 2025Q2: 5,443 shares; 2025Q3: 6,073 shares; 2025Q4: 6,741 shares; 2026Q1: 7,270 shares 7,270 $6.69M 0.48% +529 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: 192,526 shares; 2024Q4: 217,319 shares; 2025Q1: 189,249 shares; 2025Q2: 179,848 shares; 2025Q3: 118,133 shares; 2025Q4: 131,154 shares; 2026Q1: 133,476 shares 133,476 $6.45M 0.47% +2,322 Timeline GPIQ 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: 92,169 shares; 2025Q3: 104,126 shares; 2025Q4: 117,686 shares; 2026Q1: 124,768 shares 124,768 $6.17M 0.45% +7,082 Timeline CLOI VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,596 shares; 2024Q4: 25,870 shares; 2025Q1: 28,996 shares; 2025Q2: 38,737 shares; 2025Q3: 37,851 shares; 2025Q4: 41,313 shares; 2026Q1: 116,698 shares 116,698 $6.15M 0.45% +75,385 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: 7,029 shares; 2024Q4: 7,341 shares; 2025Q1: 7,819 shares; 2025Q2: 8,377 shares; 2025Q3: 9,011 shares; 2025Q4: 8,780 shares; 2026Q1: 10,443 shares 10,443 $5.97M 0.43% +1,663 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: 2,951 shares; 2024Q4: 3,517 shares; 2025Q1: 3,597 shares; 2025Q2: 4,327 shares; 2025Q3: 4,438 shares; 2025Q4: 4,097 shares; 2026Q1: 8,332 shares 8,332 $5.44M 0.39% +4,235 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: 15,661 shares; 2024Q4: 15,572 shares; 2025Q1: 15,282 shares; 2025Q2: 16,103 shares; 2025Q3: 16,252 shares; 2025Q4: 16,546 shares; 2026Q1: 18,618 shares 18,618 $5.34M 0.39% +2,072 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 76,367 shares 76,367 $5.33M 0.39% new 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: 14,043 shares; 2024Q4: 15,806 shares; 2025Q1: 11,825 shares; 2025Q2: 12,553 shares; 2025Q3: 12,528 shares; 2025Q4: 15,774 shares; 2026Q1: 17,171 shares 17,171 $5.31M 0.38% +1,397 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: 27,459 shares; 2024Q4: 29,858 shares; 2025Q1: 30,207 shares; 2025Q2: 29,979 shares; 2025Q3: 34,960 shares; 2025Q4: 36,361 shares; 2026Q1: 37,024 shares 37,024 $5.12M 0.37% +663 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: 15,487 shares; 2024Q4: 15,068 shares; 2025Q1: 16,399 shares; 2025Q2: 16,811 shares; 2025Q3: 17,681 shares; 2025Q4: 21,013 shares; 2026Q1: 22,472 shares 22,472 $4.89M 0.35% +1,459 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: 25,457 shares; 2024Q4: 12,654 shares; 2025Q1: 13,530 shares; 2025Q2: 15,157 shares; 2025Q3: 15,269 shares; 2025Q4: 16,055 shares; 2026Q1: 18,635 shares 18,635 $4.88M 0.35% +2,580 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,232 shares; 2024Q4: 16,362 shares; 2025Q1: 17,751 shares; 2025Q2: 17,163 shares; 2025Q3: 21,977 shares; 2025Q4: 23,597 shares; 2026Q1: 28,550 shares 28,550 $4.84M 0.35% +4,953 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: 41,564 shares; 2024Q4: 72,152 shares; 2025Q1: 61,072 shares; 2025Q2: 73,012 shares; 2025Q3: 61,926 shares; 2025Q4: 58,975 shares; 2026Q1: 64,355 shares 64,355 $4.83M 0.35% +5,380 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: 31,041 shares; 2024Q4: 31,703 shares; 2025Q1: 28,145 shares; 2025Q2: 32,000 shares; 2025Q3: 35,572 shares; 2025Q4: 38,101 shares; 2026Q1: 36,669 shares 36,669 $4.56M 0.33% -1,432 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: 24,993 shares; 2024Q4: 32,265 shares; 2025Q1: 32,558 shares; 2025Q2: 35,303 shares; 2025Q3: 35,445 shares; 2025Q4: 42,258 shares; 2026Q1: 36,246 shares 36,246 $4.36M 0.32% -6,012 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,069 shares; 2024Q4: 6,584 shares; 2025Q1: 6,280 shares; 2025Q2: 6,287 shares; 2025Q3: 6,220 shares; 2025Q4: 7,397 shares; 2026Q1: 47,017 shares 47,017 $4.26M 0.31% +39,620 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: 16,735 shares; 2024Q4: 16,401 shares; 2025Q1: 7,095 shares; 2025Q2: 24,370 shares; 2025Q3: 20,758 shares; 2025Q4: 42,103 shares; 2026Q1: 88,822 shares 88,822 $4.17M 0.3% +46,719 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: 6,133 shares; 2024Q4: 7,230 shares; 2025Q1: 6,682 shares; 2025Q2: 8,743 shares; 2025Q3: 8,927 shares; 2025Q4: 9,126 shares; 2026Q1: 11,081 shares 11,081 $4.12M 0.3% +1,955 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: 44,099 shares; 2024Q4: 45,868 shares; 2025Q1: 44,873 shares; 2025Q2: 46,394 shares; 2025Q3: 49,973 shares; 2025Q4: 52,097 shares; 2026Q1: 49,490 shares 49,490 $3.91M 0.28% -2,607 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: 45,420 shares; 2024Q4: 10,216 shares; 2025Q1: 13,719 shares; 2025Q2: 21,241 shares; 2025Q3: 23,790 shares; 2025Q4: 84,338 shares; 2026Q1: 68,725 shares 68,725 $3.89M 0.28% -15,613 Timeline FBND 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: 368,963 shares; 2024Q4: 292,330 shares; 2025Q1: 301,618 shares; 2025Q2: 52,130 shares; 2025Q3: 72,492 shares; 2025Q4: 88,000 shares; 2026Q1: 84,982 shares 84,982 $3.88M 0.28% -3,018 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: 21,836 shares; 2024Q4: 23,050 shares; 2025Q1: 23,237 shares; 2025Q2: 24,314 shares; 2025Q3: 24,070 shares; 2025Q4: 26,335 shares; 2026Q1: 26,479 shares 26,479 $3.82M 0.28% +144 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: 25,991 shares; 2024Q4: 26,348 shares; 2025Q1: 30,127 shares; 2025Q2: 30,829 shares; 2025Q3: 31,332 shares; 2025Q4: 28,239 shares; 2026Q1: 25,738 shares 25,738 $3.81M 0.28% -2,501 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: 8,806 shares; 2024Q4: 7,138 shares; 2025Q1: 7,688 shares; 2025Q2: 6,987 shares; 2025Q3: 7,320 shares; 2025Q4: 7,283 shares; 2026Q1: 7,868 shares 7,868 $3.77M 0.27% +585 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: 9,062 shares; 2024Q4: 9,392 shares; 2025Q1: 9,985 shares; 2025Q2: 10,738 shares; 2025Q3: 10,493 shares; 2025Q4: 10,996 shares; 2026Q1: 11,820 shares 11,820 $3.67M 0.27% +824 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 73,321 shares 73,321 $3.64M 0.26% new 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: 27,198 shares; 2024Q4: 29,731 shares; 2025Q1: 33,631 shares; 2025Q2: 45,793 shares; 2025Q3: 38,944 shares; 2025Q4: 34,515 shares; 2026Q1: 36,415 shares 36,415 $3.61M 0.26% +1,900 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: 6,788 shares; 2024Q4: 7,447 shares; 2025Q1: 10,838 shares; 2025Q2: 12,496 shares; 2025Q3: 14,226 shares; 2025Q4: 37,127 shares; 2026Q1: 38,494 shares 38,494 $3.55M 0.26% +1,367 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 37,360 shares; 2025Q4: 58,380 shares; 2026Q1: 70,083 shares 70,083 $3.5M 0.25% +11,703 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: 6,519 shares; 2024Q4: 7,672 shares; 2025Q1: 7,740 shares; 2025Q2: 7,555 shares; 2025Q3: 7,573 shares; 2025Q4: 7,760 shares; 2026Q1: 7,817 shares 7,817 $3.41M 0.25% +57 Timeline QQQX NUVEEN NASDAQ 100 DYNAMIC OV More: the full row for NUVEEN NASDAQ 100 DYNAMIC OV 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: 127,390 shares 127,390 $3.4M 0.25% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,638 shares; 2024Q4: 33,780 shares; 2025Q1: 35,376 shares; 2025Q2: 38,038 shares; 2025Q3: 39,260 shares; 2025Q4: 44,570 shares; 2026Q1: 44,411 shares 44,411 $3.38M 0.24% -159 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,806 shares; 2025Q1: 3,030 shares; 2025Q2: 3,187 shares; 2025Q3: 3,213 shares; 2025Q4: 3,196 shares; 2026Q1: 3,326 shares 3,326 $3.31M 0.24% +130 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III 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: 79,983 shares; 2026Q1: 82,708 shares 82,708 $3.25M 0.24% +2,725 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: 11,731 shares; 2024Q4: 10,992 shares; 2025Q1: 10,418 shares; 2025Q2: 10,429 shares; 2025Q3: 9,764 shares; 2025Q4: 10,509 shares; 2026Q1: 10,562 shares 10,562 $3.19M 0.23% +53 Timeline EFAA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 30,785 shares; 2025Q4: 46,997 shares; 2026Q1: 59,504 shares 59,504 $3.14M 0.23% +12,507 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: 3,468 shares; 2024Q4: 3,962 shares; 2025Q1: 3,334 shares; 2025Q2: 4,264 shares; 2025Q3: 5,259 shares; 2025Q4: 4,805 shares; 2026Q1: 4,393 shares 4,393 $3.11M 0.23% -412 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: 11,974 shares; 2024Q4: 12,263 shares; 2025Q1: 13,356 shares; 2025Q2: 14,010 shares; 2025Q3: 14,272 shares; 2025Q4: 16,442 shares; 2026Q1: 15,925 shares 15,925 $3.07M 0.22% -517 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: 50,743 shares; 2024Q4: 49,475 shares; 2025Q1: 8,806 shares; 2025Q2: 47,355 shares; 2025Q3: 45,984 shares; 2025Q4: 69,505 shares; 2026Q1: 29,695 shares 29,695 $2.91M 0.21% -39,810 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,478 shares 46,478 $2.85M 0.21% new Timeline FTLS 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: 4,474 shares; 2025Q2: 17,782 shares; 2025Q3: 26,126 shares; 2025Q4: 62,437 shares; 2026Q1: 39,419 shares 39,419 $2.77M 0.2% -23,018 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 274,890 shares; 2024Q4: 188,803 shares; 2025Q1: 193,220 shares; 2025Q2: 197,991 shares; 2025Q3: 203,199 shares; 2025Q4: 208,861 shares; 2026Q1: 213,953 shares 213,953 $2.71M 0.2% +5,092 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: 5,160 shares; 2024Q4: 5,504 shares; 2025Q1: 7,270 shares; 2025Q2: 5,577 shares; 2025Q3: 3,456 shares; 2025Q4: 3,764 shares; 2026Q1: 4,678 shares 4,678 $2.7M 0.2% +914 Timeline BBJP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,026 shares 39,026 $2.69M 0.19% new 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: 462,161 shares; 2024Q4: 371,950 shares; 2025Q1: 393,324 shares; 2025Q2: 5,252 shares; 2025Q3: 5,606 shares; 2025Q4: 6,947 shares; 2026Q1: 27,282 shares 27,282 $2.6M 0.19% +20,335 Timeline EAGL 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 170,898 shares; 2024Q4: 111,714 shares; 2025Q1: 101,037 shares; 2025Q2: 86,988 shares; 2025Q3: 86,017 shares; 2025Q4: 85,695 shares; 2026Q1: 84,331 shares 84,331 $2.57M 0.19% -1,364 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: 8,315 shares; 2024Q4: 7,923 shares; 2025Q1: 8,571 shares; 2025Q2: 8,823 shares; 2025Q3: 9,400 shares; 2025Q4: 9,889 shares; 2026Q1: 10,564 shares 10,564 $2.56M 0.19% +675 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: 33,121 shares; 2024Q4: 35,795 shares; 2025Q1: 74,239 shares; 2025Q2: 76,102 shares; 2025Q3: 82,950 shares; 2025Q4: 75,393 shares; 2026Q1: 88,171 shares 88,171 $2.56M 0.19% +12,778 Timeline MORT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 245,492 shares 245,492 $2.52M 0.18% 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: 24,106 shares; 2024Q4: 25,151 shares; 2025Q1: 25,629 shares; 2025Q2: 26,935 shares; 2025Q3: 26,967 shares; 2025Q4: 30,315 shares; 2026Q1: 31,828 shares 31,828 $2.47M 0.18% +1,513 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: 50,613 shares; 2024Q4: 40,222 shares; 2025Q1: 39,085 shares; 2025Q2: 39,957 shares; 2025Q3: 43,946 shares; 2025Q4: 47,820 shares; 2026Q1: 50,428 shares 50,428 $2.46M 0.18% +2,608 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: 2,705 shares; 2024Q4: 3,099 shares; 2025Q1: 3,994 shares; 2025Q2: 3,820 shares; 2025Q3: 4,039 shares; 2025Q4: 4,168 shares; 2026Q1: 4,898 shares 4,898 $2.45M 0.18% +730 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 530 shares; 2025Q1: 637 shares; 2025Q2: 681 shares; 2025Q3: 2,189 shares; 2025Q4: 2,831 shares; 2026Q1: 2,771 shares 2,771 $2.4M 0.17% -60 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: 8,684 shares; 2024Q4: 8,664 shares; 2025Q1: 9,665 shares; 2025Q2: 9,184 shares; 2025Q3: 8,764 shares; 2025Q4: 8,783 shares; 2026Q1: 9,391 shares 9,391 $2.33M 0.17% +608 Timeline QFLR 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: 68,755 shares 68,755 $2.29M 0.17% new 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: 5,136 shares; 2024Q4: 5,283 shares; 2025Q1: 5,171 shares; 2025Q2: 5,262 shares; 2025Q3: 5,409 shares; 2025Q4: 5,649 shares; 2026Q1: 6,914 shares 6,914 $2.27M 0.16% +1,265 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,524 shares; 2024Q4: 3,249 shares; 2025Q1: 4,354 shares; 2025Q2: 5,747 shares; 2025Q3: 6,182 shares; 2025Q4: 7,155 shares; 2026Q1: 8,331 shares 8,331 $2.25M 0.16% +1,176 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,445 shares; 2024Q4: 5,009 shares; 2025Q1: 6,356 shares; 2025Q2: 8,365 shares; 2025Q3: 8,998 shares; 2025Q4: 9,471 shares; 2026Q1: 6,404 shares 6,404 $2.16M 0.16% -3,067 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: 4,856 shares; 2024Q4: 6,142 shares; 2025Q1: 6,387 shares; 2025Q2: 6,671 shares; 2025Q3: 7,814 shares; 2025Q4: 7,359 shares; 2026Q1: 7,619 shares 7,619 $2.16M 0.16% +260 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,924 shares; 2024Q4: 24,328 shares; 2025Q1: 24,971 shares; 2025Q2: 23,262 shares; 2025Q3: 29,578 shares; 2025Q4: 28,998 shares; 2026Q1: 29,430 shares 29,430 $2.14M 0.16% +432 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,199 shares; 2024Q4: 46,326 shares; 2025Q1: 51,971 shares; 2025Q2: 66,620 shares; 2025Q3: 62,423 shares; 2025Q4: 91,516 shares; 2026Q1: 73,620 shares 73,620 $2.14M 0.16% -17,896 Timeline TFI 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: 44,119 shares; 2024Q4: 21,131 shares; 2025Q1: 20,443 shares; 2025Q2: 24,179 shares; 2025Q3: 41,252 shares; 2025Q4: 42,411 shares; 2026Q1: 46,824 shares 46,824 $2.12M 0.15% +4,413 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: 68,483 shares; 2024Q4: 68,700 shares; 2025Q1: 15,230 shares; 2025Q2: 83,075 shares; 2025Q3: 81,582 shares; 2025Q4: 115,604 shares; 2026Q1: 46,431 shares 46,431 $2.12M 0.15% -69,173 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,633 shares 26,633 $2.05M 0.15% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,718 shares; 2024Q4: 13,017 shares; 2025Q1: 13,784 shares; 2025Q2: 15,957 shares; 2025Q3: 16,364 shares; 2025Q4: 16,575 shares; 2026Q1: 15,566 shares 15,566 $2.04M 0.15% -1,009 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,548 shares; 2024Q4: 51,575 shares; 2025Q1: 51,646 shares; 2025Q2: 47,312 shares; 2025Q3: 52,164 shares; 2025Q4: 52,196 shares; 2026Q1: 52,231 shares 52,231 $2.03M 0.15% +35 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: not reported; 2024Q4: not reported; 2025Q1: 6,639 shares; 2025Q2: 21,891 shares; 2025Q3: not reported; 2025Q4: 44,556 shares; 2026Q1: 43,880 shares 43,880 $2.01M 0.15% -676 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: 3,679 shares; 2024Q4: 6,246 shares; 2025Q1: 7,200 shares; 2025Q2: 8,795 shares; 2025Q3: 10,124 shares; 2025Q4: 11,107 shares; 2026Q1: 12,179 shares 12,179 $2M 0.14% +1,072 Timeline STIP 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: 19,103 shares 19,103 $1.98M 0.14% new 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: 4,021 shares; 2024Q4: 4,966 shares; 2025Q1: 6,082 shares; 2025Q2: 6,335 shares; 2025Q3: 7,790 shares; 2025Q4: 9,472 shares; 2026Q1: 9,477 shares 9,477 $1.96M 0.14% +5 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 38,849 shares 38,849 $1.94M 0.14% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,930 shares 20,930 $1.94M 0.14% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,534 shares; 2025Q2: 11,400 shares; 2025Q3: 11,163 shares; 2025Q4: 52,917 shares; 2026Q1: 40,347 shares 40,347 $1.93M 0.14% -12,570 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: 16,224 shares; 2024Q4: 15,979 shares; 2025Q1: 16,222 shares; 2025Q2: 17,873 shares; 2025Q3: 18,149 shares; 2025Q4: 19,151 shares; 2026Q1: 19,987 shares 19,987 $1.93M 0.14% +836 Timeline GENM SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 40,785 shares; 2025Q1: 40,785 shares; 2025Q2: 39,216 shares; 2025Q3: not reported; 2025Q4: 152,035 shares; 2026Q1: 186,682 shares 186,682 $1.91M 0.14% +34,647 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,331 shares; 2024Q4: 1,305 shares; 2025Q1: 1,372 shares; 2025Q2: 1,601 shares; 2025Q3: 1,687 shares; 2025Q4: 7,825 shares; 2026Q1: 6,599 shares 6,599 $1.89M 0.14% -1,226 Timeline XLI 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: 52,502 shares; 2024Q4: 11,788 shares; 2025Q1: 12,139 shares; 2025Q2: 13,693 shares; 2025Q3: 16,280 shares; 2025Q4: 14,313 shares; 2026Q1: 11,700 shares 11,700 $1.89M 0.14% -2,613 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: 19,762 shares; 2024Q4: 22,843 shares; 2025Q1: 23,224 shares; 2025Q2: 26,446 shares; 2025Q3: 27,464 shares; 2025Q4: 28,627 shares; 2026Q1: 19,234 shares 19,234 $1.87M 0.14% -9,393 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: 3,668 shares; 2024Q4: 3,518 shares; 2025Q1: 2,040 shares; 2025Q2: 181,690 shares; 2025Q3: 180,498 shares; 2025Q4: 3,802 shares; 2026Q1: 8,666 shares 8,666 $1.85M 0.13% +4,864 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,684 shares; 2025Q2: 3,762 shares; 2025Q3: 3,710 shares; 2025Q4: 4,022 shares; 2026Q1: 4,270 shares 4,270 $1.84M 0.13% +248 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: not reported; 2024Q4: 15,262 shares; 2025Q1: 10,285 shares; 2025Q2: 15,702 shares; 2025Q3: 10,810 shares; 2025Q4: 78,864 shares; 2026Q1: 79,025 shares 79,025 $1.81M 0.13% +161 Timeline ITWO 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: 13,955 shares; 2025Q1: 21,067 shares; 2025Q2: 11,197 shares; 2025Q3: 14,496 shares; 2025Q4: 13,275 shares; 2026Q1: 44,699 shares 44,699 $1.78M 0.13% +31,424 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: 1,579 shares; 2024Q4: 1,714 shares; 2025Q1: 1,924 shares; 2025Q2: 2,188 shares; 2025Q3: 2,274 shares; 2025Q4: 2,347 shares; 2026Q1: 4,590 shares 4,590 $1.76M 0.13% +2,243 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: not reported; 2026Q1: 13,757 shares 13,757 $1.76M 0.13% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 2,103 shares; 2025Q1: 2,851 shares; 2025Q2: 3,253 shares; 2025Q3: 7,062 shares; 2025Q4: 7,086 shares; 2026Q1: 5,373 shares 5,373 $1.75M 0.13% -1,713 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: 1,023 shares; 2024Q4: 1,007 shares; 2025Q1: 1,094 shares; 2025Q2: 1,377 shares; 2025Q3: 1,523 shares; 2025Q4: 13,505 shares; 2026Q1: 17,624 shares 17,624 $1.69M 0.12% +4,119 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: 915 shares; 2024Q4: 457 shares; 2025Q1: 1,747 shares; 2025Q2: 2,141 shares; 2025Q3: 2,807 shares; 2025Q4: 3,578 shares; 2026Q1: 3,493 shares 3,493 $1.69M 0.12% -85 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,526 shares; 2025Q1: 2,701 shares; 2025Q2: 2,679 shares; 2025Q3: 3,043 shares; 2025Q4: 3,080 shares; 2026Q1: 3,085 shares 3,085 $1.69M 0.12% +5 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: 18,755 shares 18,755 $1.66M 0.12% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,714 shares; 2024Q4: 2,031 shares; 2025Q1: 2,110 shares; 2025Q2: 2,131 shares; 2025Q3: 2,946 shares; 2025Q4: 2,681 shares; 2026Q1: 2,255 shares 2,255 $1.64M 0.12% -426 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,730 shares; 2024Q4: 13,227 shares; 2025Q1: 13,400 shares; 2025Q2: 11,724 shares; 2025Q3: 11,710 shares; 2025Q4: 11,283 shares; 2026Q1: 13,175 shares 13,175 $1.64M 0.12% +1,892 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,545 shares; 2025Q2: 11,882 shares; 2025Q3: 11,090 shares; 2025Q4: 30,348 shares; 2026Q1: 19,098 shares 19,098 $1.63M 0.12% -11,250 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,931 shares; 2024Q4: 14,092 shares; 2025Q1: 14,060 shares; 2025Q2: 14,134 shares; 2025Q3: 14,041 shares; 2025Q4: 14,380 shares; 2026Q1: 17,739 shares 17,739 $1.6M 0.12% +3,359 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,112 shares; 2024Q4: 7,583 shares; 2025Q1: 8,311 shares; 2025Q2: 8,478 shares; 2025Q3: 9,517 shares; 2025Q4: 8,953 shares; 2026Q1: 12,611 shares 12,611 $1.59M 0.12% +3,658 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,026 shares; 2024Q4: 936 shares; 2025Q1: 968 shares; 2025Q2: 946 shares; 2025Q3: 1,499 shares; 2025Q4: 1,491 shares; 2026Q1: 1,185 shares 1,185 $1.57M 0.11% -306 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: 12,750 shares; 2024Q4: 13,615 shares; 2025Q1: 8,422 shares; 2025Q2: 8,962 shares; 2025Q3: 9,155 shares; 2025Q4: 9,807 shares; 2026Q1: 10,052 shares 10,052 $1.56M 0.11% +245 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: 4,575 shares; 2024Q4: 5,205 shares; 2025Q1: 5,079 shares; 2025Q2: 5,573 shares; 2025Q3: 5,917 shares; 2025Q4: 6,289 shares; 2026Q1: 6,753 shares 6,753 $1.55M 0.11% +464 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,754 shares; 2024Q4: 19,775 shares; 2025Q1: 20,588 shares; 2025Q2: 23,150 shares; 2025Q3: 30,286 shares; 2025Q4: 24,439 shares; 2026Q1: 22,972 shares 22,972 $1.5M 0.11% -1,467 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: 4,421 shares; 2024Q4: 3,979 shares; 2025Q1: 5,282 shares; 2025Q2: 5,557 shares; 2025Q3: 5,127 shares; 2025Q4: 6,386 shares; 2026Q1: 7,729 shares 7,729 $1.5M 0.11% +1,343 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,276 shares; 2025Q2: 16,308 shares; 2025Q3: 11,881 shares; 2025Q4: 52,925 shares; 2026Q1: 44,686 shares 44,686 $1.5M 0.11% -8,239 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,910 shares; 2025Q2: 16,906 shares; 2025Q3: 19,203 shares; 2025Q4: 18,404 shares; 2026Q1: 20,306 shares 20,306 $1.47M 0.11% +1,902 Timeline MGC 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: 5,616 shares; 2024Q4: 5,623 shares; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,787 shares; 2025Q4: 5,741 shares; 2026Q1: 6,159 shares 6,159 $1.46M 0.11% +418 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,460 shares; 2024Q4: 18,627 shares; 2025Q1: 18,696 shares; 2025Q2: 17,637 shares; 2025Q3: 16,858 shares; 2025Q4: 18,080 shares; 2026Q1: 18,540 shares 18,540 $1.45M 0.1% +460 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: 1,074 shares; 2024Q4: 1,362 shares; 2025Q1: 1,171 shares; 2025Q2: 1,067 shares; 2025Q3: 1,415 shares; 2025Q4: 1,323 shares; 2026Q1: 1,654 shares 1,654 $1.44M 0.1% +331 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626,912 shares; 2024Q4: 33,633 shares; 2025Q1: 47,101 shares; 2025Q2: 55,044 shares; 2025Q3: 54,961 shares; 2025Q4: 61,661 shares; 2026Q1: 55,103 shares 55,103 $1.4M 0.1% -6,558 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,963 shares; 2024Q4: 8,043 shares; 2025Q1: 6,825 shares; 2025Q2: 6,199 shares; 2025Q3: 7,266 shares; 2025Q4: 6,856 shares; 2026Q1: 6,615 shares 6,615 $1.4M 0.1% -241 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 6,107 shares; 2025Q1: 6,737 shares; 2025Q2: 7,406 shares; 2025Q3: 7,545 shares; 2025Q4: 7,759 shares; 2026Q1: 8,276 shares 8,276 $1.37M 0.1% +517 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: 1,014 shares; 2024Q4: 1,029 shares; 2025Q1: 1,242 shares; 2025Q2: 1,409 shares; 2025Q3: 2,001 shares; 2025Q4: 2,097 shares; 2026Q1: 2,344 shares 2,344 $1.32M 0.1% +247 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,709 shares; 2024Q4: 4,309 shares; 2025Q1: 3,904 shares; 2025Q2: 4,167 shares; 2025Q3: 4,458 shares; 2025Q4: 4,463 shares; 2026Q1: 5,907 shares 5,907 $1.29M 0.09% +1,444 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 2,461 shares; 2025Q1: 4,531 shares; 2025Q2: 4,890 shares; 2025Q3: 6,146 shares; 2025Q4: 7,912 shares; 2026Q1: 9,617 shares 9,617 $1.28M 0.09% +1,705 Timeline ARKK ARK ETF TR More: the full row for ARK 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: 18,921 shares 18,921 $1.28M 0.09% new 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: 1,415 shares; 2024Q4: 2,406 shares; 2025Q1: 3,757 shares; 2025Q2: 5,554 shares; 2025Q3: 5,571 shares; 2025Q4: 6,135 shares; 2026Q1: 6,491 shares 6,491 $1.27M 0.09% +356 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,786 shares 1,786 $1.25M 0.09% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,472 shares; 2024Q4: 13,955 shares; 2025Q1: 16,091 shares; 2025Q2: 20,031 shares; 2025Q3: 18,852 shares; 2025Q4: 17,305 shares; 2026Q1: 44,479 shares 44,479 $1.24M 0.09% +27,174 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: 2,624 shares; 2024Q4: 3,019 shares; 2025Q1: 3,533 shares; 2025Q2: 4,256 shares; 2025Q3: 5,108 shares; 2025Q4: 7,603 shares; 2026Q1: 7,756 shares 7,756 $1.24M 0.09% +153 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: 14,309 shares; 2024Q4: 14,710 shares; 2025Q1: 14,342 shares; 2025Q2: 16,070 shares; 2025Q3: 17,298 shares; 2025Q4: 16,881 shares; 2026Q1: 24,588 shares 24,588 $1.23M 0.09% +7,707 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: 15,178 shares; 2024Q4: 15,790 shares; 2025Q1: 19,233 shares; 2025Q2: 19,521 shares; 2025Q3: 20,937 shares; 2025Q4: 30,420 shares; 2026Q1: 35,852 shares 35,852 $1.23M 0.09% +5,432 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,683 shares; 2024Q4: 25,082 shares; 2025Q1: 24,665 shares; 2025Q2: 22,992 shares; 2025Q3: 22,834 shares; 2025Q4: 22,963 shares; 2026Q1: 22,999 shares 22,999 $1.21M 0.09% +36 Timeline SPTL 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: 7,393 shares; 2025Q2: 16,602 shares; 2025Q3: 10,830 shares; 2025Q4: 62,957 shares; 2026Q1: 45,891 shares 45,891 $1.21M 0.09% -17,066 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,541 shares; 2024Q4: 37,333 shares; 2025Q1: 37,771 shares; 2025Q2: 37,179 shares; 2025Q3: 38,072 shares; 2025Q4: 36,503 shares; 2026Q1: 35,991 shares 35,991 $1.21M 0.09% -512 Timeline FLTB 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: 7,090 shares; 2024Q4: 7,893 shares; 2025Q1: 12,450 shares; 2025Q2: 14,777 shares; 2025Q3: 16,460 shares; 2025Q4: 17,134 shares; 2026Q1: 23,856 shares 23,856 $1.2M 0.09% +6,722 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,048 shares; 2024Q4: 19,121 shares; 2025Q1: 12,347 shares; 2025Q2: 11,927 shares; 2025Q3: 12,115 shares; 2025Q4: 10,082 shares; 2026Q1: 8,900 shares 8,900 $1.2M 0.09% -1,182 Timeline INDA 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: 25,416 shares 25,416 $1.19M 0.09% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION 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: 31,525 shares; 2025Q4: 40,244 shares; 2026Q1: 33,460 shares 33,460 $1.19M 0.09% -6,784 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,090 shares; 2024Q4: 15,239 shares; 2025Q1: 14,704 shares; 2025Q2: 16,415 shares; 2025Q3: 16,642 shares; 2025Q4: 16,157 shares; 2026Q1: 16,440 shares 16,440 $1.18M 0.09% +283 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,160 shares; 2025Q4: 39,268 shares; 2026Q1: 36,830 shares 36,830 $1.16M 0.08% -2,438 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: not reported; 2024Q4: not reported; 2025Q1: 2,866 shares; 2025Q2: 8,970 shares; 2025Q3: 7,830 shares; 2025Q4: 20,070 shares; 2026Q1: 12,036 shares 12,036 $1.15M 0.08% -8,034 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,334 shares; 2025Q4: 2,380 shares; 2026Q1: 2,661 shares 2,661 $1.15M 0.08% +281 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: 49,402 shares; 2024Q4: 53,542 shares; 2025Q1: 55,466 shares; 2025Q2: 69,730 shares; 2025Q3: 36,542 shares; 2025Q4: 39,346 shares; 2026Q1: 41,063 shares 41,063 $1.15M 0.08% +1,717 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: 5,651 shares; 2025Q1: 6,929 shares; 2025Q2: 5,904 shares; 2025Q3: 7,084 shares; 2025Q4: 6,379 shares; 2026Q1: 7,840 shares 7,840 $1.15M 0.08% +1,461 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: 13,080 shares; 2024Q4: 13,211 shares; 2025Q1: 18,239 shares; 2025Q2: 22,796 shares; 2025Q3: 24,608 shares; 2025Q4: 27,830 shares; 2026Q1: 29,759 shares 29,759 $1.14M 0.08% +1,929 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: 29,519 shares; 2024Q4: 29,780 shares; 2025Q1: 29,964 shares; 2025Q2: 29,967 shares; 2025Q3: 29,803 shares; 2025Q4: 29,840 shares; 2026Q1: 29,873 shares 29,873 $1.13M 0.08% +33 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: 12,115 shares; 2024Q4: 14,103 shares; 2025Q1: 17,889 shares; 2025Q2: 17,493 shares; 2025Q3: 19,398 shares; 2025Q4: 18,525 shares; 2026Q1: 19,565 shares 19,565 $1.13M 0.08% +1,040 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,571 shares; 2024Q4: 5,137 shares; 2025Q1: 6,261 shares; 2025Q2: 5,609 shares; 2025Q3: 5,240 shares; 2025Q4: 5,693 shares; 2026Q1: 7,956 shares 7,956 $1.11M 0.08% +2,263 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,966 shares; 2024Q4: 3,997 shares; 2025Q1: 5,018 shares; 2025Q2: 5,340 shares; 2025Q3: 5,240 shares; 2025Q4: 4,893 shares; 2026Q1: 3,140 shares 3,140 $1.1M 0.08% -1,753 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: 9,721 shares; 2024Q4: 9,683 shares; 2025Q1: 10,293 shares; 2025Q2: 10,525 shares; 2025Q3: 10,399 shares; 2025Q4: 10,601 shares; 2026Q1: 10,759 shares 10,759 $1.1M 0.08% +158 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,324 shares; 2024Q4: 17,346 shares; 2025Q1: 17,583 shares; 2025Q2: 15,491 shares; 2025Q3: 19,312 shares; 2025Q4: 17,828 shares; 2026Q1: 9,951 shares 9,951 $1.1M 0.08% -7,877 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,446 shares; 2025Q4: 2,496 shares; 2026Q1: 3,263 shares 3,263 $1.1M 0.08% +767 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,961 shares 7,961 $1.1M 0.08% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,201 shares; 2024Q4: 6,547 shares; 2025Q1: 6,895 shares; 2025Q2: 7,511 shares; 2025Q3: 7,097 shares; 2025Q4: 7,668 shares; 2026Q1: 8,211 shares 8,211 $1.08M 0.08% +543 Timeline CPSD CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41,476 shares; 2025Q2: 41,476 shares; 2025Q3: 41,476 shares; 2025Q4: 41,476 shares; 2026Q1: 41,476 shares 41,476 $1.07M 0.08% 0 Timeline CPSN CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,426 shares; 2025Q1: 39,426 shares; 2025Q2: 39,426 shares; 2025Q3: 39,426 shares; 2025Q4: 39,426 shares; 2026Q1: 39,361 shares 39,361 $1.05M 0.08% -65 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,943 shares; 2024Q4: 12,030 shares; 2025Q1: 12,627 shares; 2025Q2: 13,982 shares; 2025Q3: 14,805 shares; 2025Q4: 14,653 shares; 2026Q1: 14,578 shares 14,578 $1.04M 0.08% -75 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: 3,229 shares; 2024Q4: 5,323 shares; 2025Q1: 5,808 shares; 2025Q2: 6,383 shares; 2025Q3: 5,844 shares; 2025Q4: 5,269 shares; 2026Q1: 3,388 shares 3,388 $1.02M 0.07% -1,881 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: 3,066 shares; 2024Q4: 3,678 shares; 2025Q1: 3,766 shares; 2025Q2: 4,678 shares; 2025Q3: 4,749 shares; 2025Q4: 4,839 shares; 2026Q1: 6,949 shares 6,949 $1.02M 0.07% +2,110 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: 36,549 shares; 2024Q4: 33,171 shares; 2025Q1: 18,740 shares; 2025Q2: 19,375 shares; 2025Q3: 21,355 shares; 2025Q4: 21,065 shares; 2026Q1: 23,862 shares 23,862 $1.01M 0.07% +2,797 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: 1,061 shares; 2025Q3: 1,677 shares; 2025Q4: 1,720 shares; 2026Q1: 3,554 shares 3,554 $993K 0.07% +1,834 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,749 shares; 2024Q4: 8,436 shares; 2025Q1: 9,291 shares; 2025Q2: 8,857 shares; 2025Q3: 10,128 shares; 2025Q4: 10,779 shares; 2026Q1: 10,285 shares 10,285 $991K 0.07% -494 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,010 shares; 2024Q4: 48,590 shares; 2025Q1: 49,935 shares; 2025Q2: 46,467 shares; 2025Q3: 49,805 shares; 2025Q4: 48,152 shares; 2026Q1: 50,529 shares 50,529 $975K 0.07% +2,377 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: 2,517 shares; 2024Q4: 2,913 shares; 2025Q1: 2,951 shares; 2025Q2: 3,325 shares; 2025Q3: 1,191 shares; 2025Q4: 1,683 shares; 2026Q1: 1,600 shares 1,600 $968K 0.07% -83 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,399 shares; 2024Q4: 2,689 shares; 2025Q1: 2,843 shares; 2025Q2: 3,753 shares; 2025Q3: 3,857 shares; 2025Q4: 4,873 shares; 2026Q1: 5,820 shares 5,820 $958K 0.07% +947 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,462 shares; 2024Q4: 2,470 shares; 2025Q1: 2,937 shares; 2025Q2: 3,010 shares; 2025Q3: 2,434 shares; 2025Q4: 2,428 shares; 2026Q1: 1,767 shares 1,767 $951K 0.07% -661 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,440 shares; 2024Q4: 2,243 shares; 2025Q1: 2,881 shares; 2025Q2: 2,795 shares; 2025Q3: 2,656 shares; 2025Q4: 3,382 shares; 2026Q1: 3,023 shares 3,023 $950K 0.07% -359 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,198 shares; 2025Q3: 4,518 shares; 2025Q4: 5,053 shares; 2026Q1: 7,915 shares 7,915 $939K 0.07% +2,862 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: 2,418 shares; 2024Q4: 12,341 shares; 2025Q1: 13,348 shares; 2025Q2: 20,174 shares; 2025Q3: 21,031 shares; 2025Q4: 29,976 shares; 2026Q1: 30,176 shares 30,176 $926K 0.07% +200 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,639 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 2,983 shares; 2025Q3: 3,503 shares; 2025Q4: 3,001 shares; 2026Q1: 6,478 shares 6,478 $923K 0.07% +3,477 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: 1,523 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,403 shares; 2025Q3: 3,656 shares; 2025Q4: 2,929 shares; 2026Q1: 2,676 shares 2,676 $915K 0.07% -253 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: 4,335 shares; 2024Q4: 6,563 shares; 2025Q1: 8,154 shares; 2025Q2: 9,236 shares; 2025Q3: 10,112 shares; 2025Q4: 8,234 shares; 2026Q1: 7,095 shares 7,095 $914K 0.07% -1,139 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO 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: 24,085 shares 24,085 $901K 0.07% new Timeline GVI 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: 2,573 shares; 2024Q4: 3,610 shares; 2025Q1: 5,143 shares; 2025Q2: 5,309 shares; 2025Q3: 5,608 shares; 2025Q4: 5,907 shares; 2026Q1: 8,439 shares 8,439 $900K 0.07% +2,532 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,682 shares; 2024Q4: 11,800 shares; 2025Q1: 14,912 shares; 2025Q2: 15,476 shares; 2025Q3: 14,873 shares; 2025Q4: 14,339 shares; 2026Q1: 10,370 shares 10,370 $899K 0.07% -3,969 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: 4,095 shares; 2024Q4: 3,955 shares; 2025Q1: 3,869 shares; 2025Q2: 4,723 shares; 2025Q3: 4,559 shares; 2025Q4: 5,125 shares; 2026Q1: 4,867 shares 4,867 $887K 0.06% -258 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: 10,136 shares; 2024Q4: 10,400 shares; 2025Q1: 10,242 shares; 2025Q2: 11,020 shares; 2025Q3: 13,345 shares; 2025Q4: 12,503 shares; 2026Q1: 13,329 shares 13,329 $880K 0.06% +826 Timeline KJAN 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: 20,836 shares 20,836 $869K 0.06% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,323 shares; 2025Q1: 14,072 shares; 2025Q2: 17,514 shares; 2025Q3: 18,076 shares; 2025Q4: 17,557 shares; 2026Q1: 20,463 shares 20,463 $865K 0.06% +2,906 Timeline TOUS T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,052 shares; 2026Q1: 24,945 shares 24,945 $862K 0.06% +17,893 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: 31,442 shares; 2024Q4: 7,563 shares; 2025Q1: 1,313 shares; 2025Q2: 3,399 shares; 2025Q3: 10,602 shares; 2025Q4: 19,475 shares; 2026Q1: 6,475 shares 6,475 $861K 0.06% -13,000 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,352 shares; 2024Q4: 2,766 shares; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 3,770 shares; 2025Q4: 3,433 shares; 2026Q1: 3,391 shares 3,391 $850K 0.06% -42 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: 18,712 shares; 2025Q2: 14,609 shares; 2025Q3: 10,741 shares; 2025Q4: 10,607 shares; 2026Q1: 9,944 shares 9,944 $844K 0.06% -663 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,217 shares; 2024Q4: 3,887 shares; 2025Q1: 3,927 shares; 2025Q2: 3,788 shares; 2025Q3: 4,302 shares; 2025Q4: 3,957 shares; 2026Q1: 5,188 shares 5,188 $832K 0.06% +1,231 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,123 shares; 2025Q1: 4,711 shares; 2025Q2: 4,745 shares; 2025Q3: 4,806 shares; 2025Q4: 6,004 shares; 2026Q1: 6,211 shares 6,211 $820K 0.06% +207 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,524 shares; 2024Q4: 2,508 shares; 2025Q1: 2,488 shares; 2025Q2: 2,426 shares; 2025Q3: 2,313 shares; 2025Q4: 3,587 shares; 2026Q1: 4,115 shares 4,115 $816K 0.06% +528 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,146 shares; 2025Q3: 2,190 shares; 2025Q4: not reported; 2026Q1: 7,132 shares 7,132 $807K 0.06% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,836 shares; 2024Q4: 3,134 shares; 2025Q1: 3,220 shares; 2025Q2: 2,913 shares; 2025Q3: 3,003 shares; 2025Q4: 3,016 shares; 2026Q1: 3,305 shares 3,305 $802K 0.06% +289 Timeline IVT INVENTRUST PPTYS CORP More: the full row for INVENTRUST PPTYS 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: 26,220 shares 26,220 $799K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE 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: 2,640 shares; 2025Q3: 3,734 shares; 2025Q4: 3,803 shares; 2026Q1: 3,841 shares 3,841 $796K 0.06% +38 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,406 shares; 2024Q4: 3,220 shares; 2025Q1: 2,783 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,653 shares 2,653 $787K 0.06% new Timeline TMSL T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 24,111 shares; 2025Q1: 25,182 shares; 2025Q2: 27,002 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,378 shares 21,378 $784K 0.06% new Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,011 shares; 2025Q1: 23,981 shares; 2025Q2: 28,011 shares; 2025Q3: 33,358 shares; 2025Q4: 36,458 shares; 2026Q1: 46,489 shares 46,489 $780K 0.06% +10,031 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,097 shares; 2024Q4: 2,120 shares; 2025Q1: 2,075 shares; 2025Q2: 2,141 shares; 2025Q3: 2,139 shares; 2025Q4: 2,576 shares; 2026Q1: 3,817 shares 3,817 $776K 0.06% +1,241 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,799 shares; 2025Q2: 2,973 shares; 2025Q3: 4,005 shares; 2025Q4: 3,860 shares; 2026Q1: 3,598 shares 3,598 $769K 0.06% -262 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,959 shares; 2024Q4: 1,876 shares; 2025Q1: 1,942 shares; 2025Q2: 770 shares; 2025Q3: 875 shares; 2025Q4: 999 shares; 2026Q1: 1,561 shares 1,561 $767K 0.06% +562 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,043 shares; 2024Q4: 811 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 916 shares; 2025Q4: 936 shares; 2026Q1: 2,373 shares 2,373 $766K 0.06% +1,437 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,180 shares 11,180 $765K 0.06% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,135 shares; 2024Q4: 10,052 shares; 2025Q1: 9,311 shares; 2025Q2: 9,563 shares; 2025Q3: 9,681 shares; 2025Q4: 7,274 shares; 2026Q1: 7,872 shares 7,872 $765K 0.06% +598 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,133 shares; 2024Q4: 1,126 shares; 2025Q1: 1,326 shares; 2025Q2: 1,376 shares; 2025Q3: 1,823 shares; 2025Q4: 2,605 shares; 2026Q1: 2,385 shares 2,385 $759K 0.05% -220 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: 7,706 shares; 2024Q4: 5,914 shares; 2025Q1: 5,339 shares; 2025Q2: 4,819 shares; 2025Q3: 4,778 shares; 2025Q4: 8,654 shares; 2026Q1: 8,150 shares 8,150 $757K 0.05% -504 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,123 shares; 2024Q4: 5,883 shares; 2025Q1: 5,102 shares; 2025Q2: 5,349 shares; 2025Q3: 5,985 shares; 2025Q4: 6,103 shares; 2026Q1: 3,984 shares 3,984 $755K 0.05% -2,119 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,312 shares; 2025Q1: 1,242 shares; 2025Q2: 1,978 shares; 2025Q3: 2,148 shares; 2025Q4: 1,907 shares; 2026Q1: 1,901 shares 1,901 $742K 0.05% -6 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,986 shares; 2024Q4: 3,999 shares; 2025Q1: 4,208 shares; 2025Q2: 4,281 shares; 2025Q3: 5,012 shares; 2025Q4: 5,214 shares; 2026Q1: 3,905 shares 3,905 $741K 0.05% -1,309 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,804 shares; 2024Q4: 2,705 shares; 2025Q1: 2,133 shares; 2025Q2: 2,940 shares; 2025Q3: 3,442 shares; 2025Q4: 3,412 shares; 2026Q1: 3,632 shares 3,632 $739K 0.05% +220 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,353 shares; 2024Q4: 4,565 shares; 2025Q1: 6,248 shares; 2025Q2: 9,471 shares; 2025Q3: 9,406 shares; 2025Q4: 15,169 shares; 2026Q1: 10,023 shares 10,023 $729K 0.05% -5,146 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,988 shares; 2024Q4: 13,813 shares; 2025Q1: 18,639 shares; 2025Q2: 20,827 shares; 2025Q3: 21,299 shares; 2025Q4: 21,477 shares; 2026Q1: 12,837 shares 12,837 $723K 0.05% -8,640 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,366 shares 12,366 $719K 0.05% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 7,628 shares; 2025Q1: 6,632 shares; 2025Q2: 7,091 shares; 2025Q3: 8,244 shares; 2025Q4: 7,976 shares; 2026Q1: 9,001 shares 9,001 $717K 0.05% +1,025 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 845 shares; 2024Q4: 864 shares; 2025Q1: 951 shares; 2025Q2: 917 shares; 2025Q3: 737 shares; 2025Q4: 786 shares; 2026Q1: 799 shares 799 $716K 0.05% +13 Timeline SHV 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: 6,372 shares; 2024Q4: 5,881 shares; 2025Q1: 6,297 shares; 2025Q2: 6,342 shares; 2025Q3: 6,396 shares; 2025Q4: 6,619 shares; 2026Q1: 6,433 shares 6,433 $710K 0.05% -186 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,658 shares; 2025Q4: 16,093 shares; 2026Q1: 15,226 shares 15,226 $706K 0.05% -867 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,178 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527 shares; 2026Q1: 2,412 shares 2,412 $701K 0.05% +885 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,974 shares; 2025Q3: 3,221 shares; 2025Q4: 3,260 shares; 2026Q1: 3,805 shares 3,805 $694K 0.05% +545 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,972 shares; 2024Q4: 63,092 shares; 2025Q1: 62,181 shares; 2025Q2: 56,193 shares; 2025Q3: 55,803 shares; 2025Q4: 39,303 shares; 2026Q1: 38,902 shares 38,902 $691K 0.05% -401 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: not reported; 2024Q4: not reported; 2025Q1: 3,750 shares; 2025Q2: 4,272 shares; 2025Q3: 4,832 shares; 2025Q4: 4,859 shares; 2026Q1: 6,075 shares 6,075 $689K 0.05% +1,216 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,242 shares 3,242 $684K 0.05% new Timeline XLY 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: 5,608 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,257 shares 6,257 $682K 0.05% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,327 shares; 2024Q4: 1,423 shares; 2025Q1: 1,515 shares; 2025Q2: 1,565 shares; 2025Q3: 1,792 shares; 2025Q4: 1,891 shares; 2026Q1: 1,475 shares 1,475 $680K 0.05% -416 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,427 shares; 2025Q1: 4,694 shares; 2025Q2: 4,857 shares; 2025Q3: 5,354 shares; 2025Q4: 5,341 shares; 2026Q1: 5,501 shares 5,501 $675K 0.05% +160 Timeline SPSB 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: 27,919 shares; 2026Q1: 22,448 shares 22,448 $675K 0.05% -5,471 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: 2,209 shares; 2024Q4: 2,277 shares; 2025Q1: 2,251 shares; 2025Q2: 2,649 shares; 2025Q3: 2,923 shares; 2025Q4: 2,995 shares; 2026Q1: 3,388 shares 3,388 $674K 0.05% +393 Timeline EJAN 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: 19,712 shares 19,712 $669K 0.05% new Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,331 shares; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 2,915 shares; 2026Q1: 9,024 shares 9,024 $667K 0.05% +6,109 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: 1,936 shares; 2024Q4: 1,093 shares; 2025Q1: 1,239 shares; 2025Q2: 1,144 shares; 2025Q3: 995 shares; 2025Q4: 1,076 shares; 2026Q1: 1,334 shares 1,334 $661K 0.05% +258 Timeline VRE VERIS RESIDENTIAL INC More: the full row for VERIS RESIDENTIAL 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: 33,427 shares; 2025Q3: 34,993 shares; 2025Q4: not reported; 2026Q1: 34,923 shares 34,923 $659K 0.05% new Timeline CVNA CARVANA CO More: the full row for CARVANA 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: 595 shares; 2025Q3: not reported; 2025Q4: 533 shares; 2026Q1: 2,095 shares 2,095 $659K 0.05% +1,562 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG 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: 4,310 shares 4,310 $658K 0.05% new Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 19,518 shares; 2025Q1: 19,427 shares; 2025Q2: 19,333 shares; 2025Q3: 26,649 shares; 2025Q4: 26,199 shares; 2026Q1: 26,221 shares 26,221 $658K 0.05% +22 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,688 shares; 2024Q4: 45,270 shares; 2025Q1: 47,329 shares; 2025Q2: 45,614 shares; 2025Q3: 46,023 shares; 2025Q4: 49,405 shares; 2026Q1: 52,072 shares 52,072 $657K 0.05% +2,667 Timeline RIV RIVERNORTH OPPORTUNITIES FD More: the full row for RIVERNORTH OPPORTUNITIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,796 shares; 2025Q1: 53,165 shares; 2025Q2: 53,665 shares; 2025Q3: 53,473 shares; 2025Q4: 59,496 shares; 2026Q1: 58,971 shares 58,971 $655K 0.05% -525 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 46 shares; 2025Q2: 83 shares; 2025Q3: 91 shares; 2025Q4: 121 shares; 2026Q1: 154 shares 154 $648K 0.05% +33 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,053 shares; 2024Q4: 6,385 shares; 2025Q1: 6,660 shares; 2025Q2: 7,017 shares; 2025Q3: 6,534 shares; 2025Q4: 12,589 shares; 2026Q1: 12,371 shares 12,371 $643K 0.05% -218 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: 666 shares; 2025Q1: 802 shares; 2025Q2: 853 shares; 2025Q3: 823 shares; 2025Q4: 981 shares; 2026Q1: 664 shares 664 $639K 0.05% -317 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: 3,382 shares; 2024Q4: 3,865 shares; 2025Q1: 4,290 shares; 2025Q2: 4,320 shares; 2025Q3: 4,434 shares; 2025Q4: 3,141 shares; 2026Q1: 3,770 shares 3,770 $638K 0.05% +629 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,225 shares; 2024Q4: 26,599 shares; 2025Q1: 35,440 shares; 2025Q2: 37,273 shares; 2025Q3: 33,317 shares; 2025Q4: 39,373 shares; 2026Q1: 22,130 shares 22,130 $635K 0.05% -17,243 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,886 shares; 2026Q1: 7,982 shares 7,982 $635K 0.05% -1,904 Timeline BALT 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: 18,881 shares 18,881 $632K 0.05% new 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: 656 shares; 2024Q4: 658 shares; 2025Q1: 775 shares; 2025Q2: 971 shares; 2025Q3: 917 shares; 2025Q4: 1,794 shares; 2026Q1: 1,899 shares 1,899 $624K 0.05% +105 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,508 shares; 2025Q2: 8,417 shares; 2025Q3: 7,966 shares; 2025Q4: 7,979 shares; 2026Q1: 8,151 shares 8,151 $622K 0.05% +172 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 2,441 shares; 2025Q1: 2,681 shares; 2025Q2: 2,612 shares; 2025Q3: 2,254 shares; 2025Q4: 2,201 shares; 2026Q1: 2,948 shares 2,948 $619K 0.04% +747 Timeline PSBD PALMER SQUARE CAPITAL BDC IN More: the full row for PALMER SQUARE CAPITAL BDC IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 56,161 shares; 2026Q1: 63,370 shares 63,370 $619K 0.04% +7,209 Timeline SPLB 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: 35,067 shares; 2026Q1: 27,370 shares 27,370 $608K 0.04% -7,697 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,121 shares; 2024Q4: 1,050 shares; 2025Q1: 1,262 shares; 2025Q2: 1,244 shares; 2025Q3: 1,356 shares; 2025Q4: 1,370 shares; 2026Q1: 1,260 shares 1,260 $597K 0.04% -110 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,449 shares; 2025Q1: 2,115 shares; 2025Q2: 2,484 shares; 2025Q3: 2,664 shares; 2025Q4: 2,957 shares; 2026Q1: 3,248 shares 3,248 $592K 0.04% +291 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: 1,156 shares; 2024Q4: 1,323 shares; 2025Q1: 925 shares; 2025Q2: 1,404 shares; 2025Q3: 1,482 shares; 2025Q4: 2,648 shares; 2026Q1: 2,504 shares 2,504 $592K 0.04% -144 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: 2,550 shares; 2024Q4: 1,873 shares; 2025Q1: 1,673 shares; 2025Q2: 1,468 shares; 2025Q3: 1,381 shares; 2025Q4: 5,992 shares; 2026Q1: 5,635 shares 5,635 $589K 0.04% -357 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 614 shares; 2025Q3: 549 shares; 2025Q4: 458 shares; 2026Q1: 427 shares 427 $589K 0.04% -31 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,326 shares; 2025Q1: 1,240 shares; 2025Q2: 1,203 shares; 2025Q3: 1,113 shares; 2025Q4: 919 shares; 2026Q1: 537 shares 537 $587K 0.04% -382 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 449 shares; 2025Q1: 473 shares; 2025Q2: 502 shares; 2025Q3: 640 shares; 2025Q4: 560 shares; 2026Q1: 686 shares 686 $580K 0.04% +126 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: not reported; 2024Q4: not reported; 2025Q1: 18,858 shares; 2025Q2: 28,796 shares; 2025Q3: 26,267 shares; 2025Q4: 15,121 shares; 2026Q1: 12,497 shares 12,497 $576K 0.04% -2,624 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,367 shares; 2024Q4: 1,066 shares; 2025Q1: 1,137 shares; 2025Q2: 1,042 shares; 2025Q3: 867 shares; 2025Q4: 380 shares; 2026Q1: 390 shares 390 $574K 0.04% +10 Timeline APG API GROUP CORP More: the full row for API GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,469 shares; 2024Q4: 9,615 shares; 2025Q1: not reported; 2025Q2: 4,551 shares; 2025Q3: 13,151 shares; 2025Q4: 13,878 shares; 2026Q1: 14,127 shares 14,127 $572K 0.04% +249 Timeline RPG 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: 12,156 shares; 2024Q4: 12,171 shares; 2025Q1: 12,180 shares; 2025Q2: 12,188 shares; 2025Q3: 12,199 shares; 2025Q4: 12,200 shares; 2026Q1: 12,205 shares 12,205 $570K 0.04% +5 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 801 shares; 2025Q1: 1,090 shares; 2025Q2: 1,185 shares; 2025Q3: 1,422 shares; 2025Q4: 1,558 shares; 2026Q1: 1,666 shares 1,666 $569K 0.04% +108 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,190 shares; 2024Q4: 5,457 shares; 2025Q1: 5,994 shares; 2025Q2: 7,531 shares; 2025Q3: 7,540 shares; 2025Q4: 8,612 shares; 2026Q1: 9,328 shares 9,328 $566K 0.04% +716 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: 9,691 shares; 2024Q4: 10,474 shares; 2025Q1: 13,053 shares; 2025Q2: 11,174 shares; 2025Q3: 11,534 shares; 2025Q4: 12,015 shares; 2026Q1: 12,714 shares 12,714 $561K 0.04% +699 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: 3,946 shares; 2025Q3: 3,950 shares; 2025Q4: 3,473 shares; 2026Q1: 7,952 shares 7,952 $558K 0.04% +4,479 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,503 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,791 shares 3,791 $556K 0.04% new Timeline XLG 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: 10,060 shares 10,060 $549K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,222 shares; 2025Q1: 3,245 shares; 2025Q2: 3,187 shares; 2025Q3: 3,273 shares; 2025Q4: 1,927 shares; 2026Q1: 4,717 shares 4,717 $546K 0.04% +2,790 Timeline BMAY 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: 11,953 shares 11,953 $536K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,913 shares; 2024Q4: 1,934 shares; 2025Q1: 1,676 shares; 2025Q2: 1,219 shares; 2025Q3: 1,769 shares; 2025Q4: 1,234 shares; 2026Q1: 1,491 shares 1,491 $533K 0.04% +257 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: 12,863 shares; 2024Q4: 1,677 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,084 shares; 2025Q4: 2,384 shares; 2026Q1: 2,430 shares 2,430 $521K 0.04% +46 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,194 shares; 2025Q3: 5,644 shares; 2025Q4: 5,381 shares; 2026Q1: 5,894 shares 5,894 $520K 0.04% +513 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,390 shares; 2025Q1: 1,697 shares; 2025Q2: 2,234 shares; 2025Q3: 2,269 shares; 2025Q4: 2,445 shares; 2026Q1: 2,581 shares 2,581 $512K 0.04% +136 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,298 shares; 2026Q1: 5,483 shares 5,483 $510K 0.04% +1,185 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,832 shares 6,832 $508K 0.04% new 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: 4,536 shares; 2024Q4: 4,863 shares; 2025Q1: 4,900 shares; 2025Q2: 5,441 shares; 2025Q3: 6,133 shares; 2025Q4: 6,542 shares; 2026Q1: 7,478 shares 7,478 $505K 0.04% +936 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,168 shares; 2025Q1: 1,185 shares; 2025Q2: 1,153 shares; 2025Q3: 1,156 shares; 2025Q4: 981 shares; 2026Q1: 1,029 shares 1,029 $505K 0.04% +48 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,084 shares; 2024Q4: 1,684 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,522 shares; 2025Q4: 2,032 shares; 2026Q1: 1,757 shares 1,757 $504K 0.04% -275 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,595 shares; 2025Q2: 9,926 shares; 2025Q3: 10,365 shares; 2025Q4: 11,067 shares; 2026Q1: 5,337 shares 5,337 $502K 0.04% -5,730 Timeline POCT 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: 11,633 shares 11,633 $501K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,532 shares; 2024Q4: 2,266 shares; 2025Q1: 2,662 shares; 2025Q2: 2,689 shares; 2025Q3: 2,325 shares; 2025Q4: 2,511 shares; 2026Q1: 2,679 shares 2,679 $500K 0.04% +168 Timeline AMPH AMPHASTAR PHARMACEUTICALS IN More: the full row for AMPHASTAR PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,033 shares; 2024Q4: 25,405 shares; 2025Q1: 25,405 shares; 2025Q2: 25,405 shares; 2025Q3: 25,405 shares; 2025Q4: 25,405 shares; 2026Q1: 25,405 shares 25,405 $498K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,246 shares; 2025Q4: 2,409 shares; 2026Q1: 2,514 shares 2,514 $497K 0.04% +105 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,767 shares; 2024Q4: 1,804 shares; 2025Q1: 1,192 shares; 2025Q2: 1,314 shares; 2025Q3: 2,263 shares; 2025Q4: 2,472 shares; 2026Q1: 3,154 shares 3,154 $496K 0.04% +682 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,363 shares 1,363 $495K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,503 shares; 2025Q4: 3,480 shares; 2026Q1: 3,577 shares 3,577 $486K 0.04% +97 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,784 shares; 2024Q4: 2,698 shares; 2025Q1: 2,628 shares; 2025Q2: 2,735 shares; 2025Q3: 2,618 shares; 2025Q4: 3,560 shares; 2026Q1: 1,824 shares 1,824 $485K 0.04% -1,736 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: 1,129 shares; 2024Q4: 1,328 shares; 2025Q1: 1,491 shares; 2025Q2: 1,682 shares; 2025Q3: 1,688 shares; 2025Q4: 2,281 shares; 2026Q1: 2,140 shares 2,140 $484K 0.04% -141 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,867 shares; 2026Q1: 4,914 shares 4,914 $483K 0.04% +47 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,628 shares; 2024Q4: 5,054 shares; 2025Q1: 4,539 shares; 2025Q2: 14,967 shares; 2025Q3: 12,636 shares; 2025Q4: 12,701 shares; 2026Q1: 7,207 shares 7,207 $483K 0.03% -5,494 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,993 shares; 2024Q4: 1,171 shares; 2025Q1: 1,124 shares; 2025Q2: 1,022 shares; 2025Q3: 1,025 shares; 2025Q4: 959 shares; 2026Q1: 1,329 shares 1,329 $483K 0.03% +370 Timeline XPO XPO INC More: the full row for XPO 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: 3,119 shares; 2025Q4: 3,125 shares; 2026Q1: 2,470 shares 2,470 $481K 0.03% -655 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: 7,305 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,895 shares; 2025Q4: 5,208 shares; 2026Q1: 4,763 shares 4,763 $479K 0.03% -445 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: 147,393 shares; 2024Q4: 35,482 shares; 2025Q1: 42,309 shares; 2025Q2: 39,718 shares; 2025Q3: 41,446 shares; 2025Q4: 4,482 shares; 2026Q1: 9,678 shares 9,678 $478K 0.03% +5,196 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,639 shares; 2024Q4: 8,658 shares; 2025Q1: 8,651 shares; 2025Q2: 11,226 shares; 2025Q3: 11,236 shares; 2025Q4: 11,553 shares; 2026Q1: 11,530 shares 11,530 $473K 0.03% -23 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,619 shares; 2024Q4: 16,243 shares; 2025Q1: 15,516 shares; 2025Q2: 13,130 shares; 2025Q3: 12,108 shares; 2025Q4: 11,744 shares; 2026Q1: 6,544 shares 6,544 $471K 0.03% -5,200 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS 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: 1,296 shares; 2025Q4: 1,353 shares; 2026Q1: 1,334 shares 1,334 $461K 0.03% -19 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: 51,791 shares; 2024Q4: 18,680 shares; 2025Q1: 15,700 shares; 2025Q2: 16,869 shares; 2025Q3: 14,047 shares; 2025Q4: 9,714 shares; 2026Q1: 4,640 shares 4,640 $460K 0.03% -5,074 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 395 shares; 2025Q3: 604 shares; 2025Q4: 434 shares; 2026Q1: 1,159 shares 1,159 $460K 0.03% +725 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL 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: 16,173 shares; 2025Q4: 19,112 shares; 2026Q1: 19,226 shares 19,226 $459K 0.03% +114 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 593 shares; 2025Q1: 1,028 shares; 2025Q2: 973 shares; 2025Q3: 1,284 shares; 2025Q4: 1,624 shares; 2026Q1: 1,374 shares 1,374 $458K 0.03% -250 Timeline FTSL 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: 6,467 shares; 2024Q4: 6,150 shares; 2025Q1: 5,315 shares; 2025Q2: 5,612 shares; 2025Q3: 5,698 shares; 2025Q4: 8,605 shares; 2026Q1: 10,155 shares 10,155 $455K 0.03% +1,550 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 101,532 shares; 2024Q4: 202,482 shares; 2025Q1: not reported; 2025Q2: 218,775 shares; 2025Q3: 218,628 shares; 2025Q4: 218,277 shares; 2026Q1: 19,497 shares 19,497 $453K 0.03% -198,780 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG 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: 9,507 shares 9,507 $452K 0.03% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,194 shares; 2025Q1: 1,497 shares; 2025Q2: 1,247 shares; 2025Q3: 1,066 shares; 2025Q4: 3,075 shares; 2026Q1: 2,619 shares 2,619 $452K 0.03% -456 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 706 shares; 2025Q3: 823 shares; 2025Q4: 650 shares; 2026Q1: 761 shares 761 $451K 0.03% +111 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,186 shares; 2024Q4: 2,499 shares; 2025Q1: 2,521 shares; 2025Q2: 2,272 shares; 2025Q3: 2,235 shares; 2025Q4: 2,128 shares; 2026Q1: 1,043 shares 1,043 $451K 0.03% -1,085 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,239 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 2,388 shares; 2025Q3: not reported; 2025Q4: 4,436 shares; 2026Q1: 5,287 shares 5,287 $451K 0.03% +851 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 5,300 shares; 2025Q1: 4,832 shares; 2025Q2: 6,920 shares; 2025Q3: 7,172 shares; 2025Q4: 8,249 shares; 2026Q1: 9,403 shares 9,403 $450K 0.03% +1,154 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,152 shares; 2024Q4: 1,235 shares; 2025Q1: 1,509 shares; 2025Q2: 1,520 shares; 2025Q3: 1,131 shares; 2025Q4: 953 shares; 2026Q1: 1,619 shares 1,619 $446K 0.03% +666 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: 4,138 shares; 2024Q4: 18,059 shares; 2025Q1: 20,090 shares; 2025Q2: 20,687 shares; 2025Q3: 15,440 shares; 2025Q4: 15,381 shares; 2026Q1: 15,255 shares 15,255 $444K 0.03% -126 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113 shares; 2024Q4: 118 shares; 2025Q1: 121 shares; 2025Q2: 118 shares; 2025Q3: 113 shares; 2025Q4: 113 shares; 2026Q1: 131 shares 131 $442K 0.03% +18 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,748 shares; 2024Q4: 7,748 shares; 2025Q1: 7,748 shares; 2025Q2: 7,748 shares; 2025Q3: 7,748 shares; 2025Q4: 7,748 shares; 2026Q1: 7,748 shares 7,748 $442K 0.03% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,890 shares; 2026Q1: 8,890 shares 8,890 $439K 0.03% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY 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: 5,425 shares; 2025Q4: 5,743 shares; 2026Q1: 5,953 shares 5,953 $439K 0.03% +210 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS 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: 837 shares; 2025Q4: 878 shares; 2026Q1: 1,366 shares 1,366 $438K 0.03% +488 Timeline JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,475 shares 8,475 $435K 0.03% new Timeline NJAN 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: 7,989 shares 7,989 $426K 0.03% new Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,553 shares; 2025Q4: 7,554 shares; 2026Q1: 7,679 shares 7,679 $426K 0.03% +125 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,345 shares; 2024Q4: 1,287 shares; 2025Q1: 1,265 shares; 2025Q2: 1,490 shares; 2025Q3: 1,409 shares; 2025Q4: 1,410 shares; 2026Q1: 1,449 shares 1,449 $423K 0.03% +39 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,083 shares; 2025Q3: 1,103 shares; 2025Q4: 1,627 shares; 2026Q1: 1,822 shares 1,822 $420K 0.03% +195 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,124 shares; 2024Q4: 3,329 shares; 2025Q1: 3,479 shares; 2025Q2: 3,593 shares; 2025Q3: 3,469 shares; 2025Q4: 3,741 shares; 2026Q1: 3,636 shares 3,636 $418K 0.03% -105 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,504 shares; 2024Q4: 7,504 shares; 2025Q1: 7,504 shares; 2025Q2: 7,504 shares; 2025Q3: 7,504 shares; 2025Q4: 7,504 shares; 2026Q1: 7,557 shares 7,557 $417K 0.03% +53 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 6,023 shares 6,023 $417K 0.03% new Timeline FBRT FRANKLIN BSP RLTY TR INC More: the full row for FRANKLIN BSP RLTY TR 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: 48,934 shares 48,934 $415K 0.03% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,780 shares; 2024Q4: 2,486 shares; 2025Q1: 2,248 shares; 2025Q2: 2,226 shares; 2025Q3: not reported; 2025Q4: 1,689 shares; 2026Q1: 3,022 shares 3,022 $411K 0.03% +1,333 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,168 shares; 2026Q1: 1,898 shares 1,898 $411K 0.03% +730 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,371 shares; 2024Q4: 12,491 shares; 2025Q1: 7,150 shares; 2025Q2: 7,646 shares; 2025Q3: 7,393 shares; 2025Q4: 7,847 shares; 2026Q1: 4,245 shares 4,245 $410K 0.03% -3,602 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: 2,159 shares; 2024Q4: 2,997 shares; 2025Q1: 2,640 shares; 2025Q2: 2,067 shares; 2025Q3: 1,372 shares; 2025Q4: not reported; 2026Q1: 2,120 shares 2,120 $407K 0.03% new Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,574 shares; 2024Q4: 5,393 shares; 2025Q1: 5,234 shares; 2025Q2: 5,131 shares; 2025Q3: 4,665 shares; 2025Q4: 4,429 shares; 2026Q1: 3,722 shares 3,722 $406K 0.03% -707 Timeline RSPE 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: 10,448 shares; 2024Q4: 11,034 shares; 2025Q1: 12,177 shares; 2025Q2: 13,127 shares; 2025Q3: 13,182 shares; 2025Q4: 13,680 shares; 2026Q1: 13,735 shares 13,735 $404K 0.03% +55 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 685 shares; 2024Q4: not reported; 2025Q1: 927 shares; 2025Q2: 941 shares; 2025Q3: 1,073 shares; 2025Q4: 1,098 shares; 2026Q1: 1,169 shares 1,169 $401K 0.03% +71 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,426 shares; 2024Q4: 2,616 shares; 2025Q1: 1,858 shares; 2025Q2: 1,711 shares; 2025Q3: 2,750 shares; 2025Q4: 3,023 shares; 2026Q1: 2,962 shares 2,962 $401K 0.03% -61 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,055 shares; 2024Q4: 5,462 shares; 2025Q1: 5,694 shares; 2025Q2: 5,493 shares; 2025Q3: 5,504 shares; 2025Q4: 5,785 shares; 2026Q1: 5,788 shares 5,788 $401K 0.03% +3 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 984 shares; 2025Q4: 999 shares; 2026Q1: 1,020 shares 1,020 $400K 0.03% +21 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,754 shares; 2024Q4: 4,626 shares; 2025Q1: 4,624 shares; 2025Q2: 4,643 shares; 2025Q3: 4,591 shares; 2025Q4: 4,591 shares; 2026Q1: 4,591 shares 4,591 $398K 0.03% 0 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: 6,250 shares; 2024Q4: 21,126 shares; 2025Q1: 21,520 shares; 2025Q2: 23,158 shares; 2025Q3: 21,386 shares; 2025Q4: 16,540 shares; 2026Q1: 15,898 shares 15,898 $393K 0.03% -642 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,588 shares; 2024Q4: 2,411 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 3,582 shares 3,582 $392K 0.03% +1,252 Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L 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: 10,289 shares; 2025Q4: 8,518 shares; 2026Q1: 6,295 shares 6,295 $390K 0.03% -2,223 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,393 shares; 2025Q1: 8,673 shares; 2025Q2: 8,737 shares; 2025Q3: 8,688 shares; 2025Q4: 8,622 shares; 2026Q1: 8,598 shares 8,598 $389K 0.03% -24 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,626 shares; 2025Q1: 3,542 shares; 2025Q2: 4,050 shares; 2025Q3: 3,637 shares; 2025Q4: 3,545 shares; 2026Q1: 3,977 shares 3,977 $389K 0.03% +432 Timeline ESCA ESCALADE INC More: the full row for ESCALADE 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: 22,595 shares 22,595 $388K 0.03% 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: 8,161 shares; 2025Q3: 8,478 shares; 2025Q4: 8,590 shares; 2026Q1: 6,819 shares 6,819 $387K 0.03% -1,771 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: not reported; 2024Q4: not reported; 2025Q1: 3,531 shares; 2025Q2: 3,525 shares; 2025Q3: 3,225 shares; 2025Q4: 3,470 shares; 2026Q1: 3,254 shares 3,254 $386K 0.03% -216 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: 3,851 shares 3,851 $386K 0.03% new Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,030 shares 30,030 $385K 0.03% new Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $385K 0.03% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL 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: 9,599 shares 9,599 $383K 0.03% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,408 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,956 shares; 2025Q4: 2,940 shares; 2026Q1: 3,395 shares 3,395 $381K 0.03% +455 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,407 shares 1,407 $381K 0.03% new Timeline EXC EXELON CORP More: the full row for EXELON 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: 7,734 shares 7,734 $379K 0.03% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,811 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 574 shares; 2025Q4: 616 shares; 2026Q1: 644 shares 644 $379K 0.03% +28 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $379K 0.03% 0 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,789 shares; 2024Q4: 5,894 shares; 2025Q1: 5,908 shares; 2025Q2: 3,308 shares; 2025Q3: 3,276 shares; 2025Q4: 3,316 shares; 2026Q1: 3,278 shares 3,278 $376K 0.03% -38 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: 1,203 shares 1,203 $376K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,263 shares; 2024Q4: not reported; 2025Q1: 1,818 shares; 2025Q2: not reported; 2025Q3: 1,825 shares; 2025Q4: 2,427 shares; 2026Q1: 2,826 shares 2,826 $373K 0.03% +399 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 3,600 shares; 2025Q3: 3,723 shares; 2025Q4: 4,063 shares; 2026Q1: 4,045 shares 4,045 $372K 0.03% -18 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,015 shares; 2025Q1: 2,055 shares; 2025Q2: 2,132 shares; 2025Q3: 2,155 shares; 2025Q4: 2,054 shares; 2026Q1: 2,984 shares 2,984 $372K 0.03% +930 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 7,962 shares 7,962 $372K 0.03% 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: 3,392 shares; 2025Q1: not reported; 2025Q2: 4,124 shares; 2025Q3: 4,642 shares; 2025Q4: 4,464 shares; 2026Q1: 5,593 shares 5,593 $372K 0.03% +1,129 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,471 shares; 2024Q4: 8,515 shares; 2025Q1: 8,174 shares; 2025Q2: 7,297 shares; 2025Q3: 10,051 shares; 2025Q4: 10,079 shares; 2026Q1: 10,917 shares 10,917 $371K 0.03% +838 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,501 shares; 2025Q1: 5,378 shares; 2025Q2: 5,229 shares; 2025Q3: 5,229 shares; 2025Q4: 5,462 shares; 2026Q1: 5,681 shares 5,681 $370K 0.03% +219 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,026 shares 8,026 $369K 0.03% new Timeline NOCT 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: 6,514 shares 6,514 $367K 0.03% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,953 shares; 2025Q3: 4,471 shares; 2025Q4: 4,958 shares; 2026Q1: 5,916 shares 5,916 $366K 0.03% +958 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,229 shares 6,229 $364K 0.03% new Timeline IJAN 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: 10,021 shares 10,021 $364K 0.03% new Timeline HYS 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: 4,124 shares; 2024Q4: 3,974 shares; 2025Q1: 3,973 shares; 2025Q2: 3,973 shares; 2025Q3: 3,973 shares; 2025Q4: 3,973 shares; 2026Q1: 3,891 shares 3,891 $363K 0.03% -82 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA 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: 6,176 shares 6,176 $362K 0.03% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,848 shares 1,848 $362K 0.03% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: not reported; 2026Q1: 1,281 shares 1,281 $362K 0.03% new Timeline TSPA T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,739 shares 8,739 $357K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,675 shares; 2026Q1: 12,995 shares 12,995 $357K 0.03% +1,320 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: 2,563 shares; 2024Q4: 2,396 shares; 2025Q1: 3,165 shares; 2025Q2: 2,264 shares; 2025Q3: 2,292 shares; 2025Q4: 2,627 shares; 2026Q1: 2,451 shares 2,451 $356K 0.03% -176 Timeline PJAN 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: 7,709 shares 7,709 $356K 0.03% new Timeline XEMDX WESTERN ASSET EMERGING MKTS More: the full row for WESTERN ASSET EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,675 shares; 2024Q4: 36,164 shares; 2025Q1: 36,156 shares; 2025Q2: 36,156 shares; 2025Q3: 36,156 shares; 2025Q4: 36,156 shares; 2026Q1: 36,156 shares 36,156 $355K 0.03% 0 Timeline IUSB 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: 7,583 shares 7,583 $350K 0.03% new Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST 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: 18,846 shares 18,846 $350K 0.03% new Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,728 shares; 2025Q3: 23,278 shares; 2025Q4: 24,812 shares; 2026Q1: 15,462 shares 15,462 $349K 0.03% -9,350 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: 4,304 shares; 2024Q4: 3,569 shares; 2025Q1: 3,206 shares; 2025Q2: 2,869 shares; 2025Q3: 2,796 shares; 2025Q4: 2,876 shares; 2026Q1: 1,254 shares 1,254 $348K 0.03% -1,622 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,445 shares; 2024Q4: 6,972 shares; 2025Q1: 6,901 shares; 2025Q2: 7,128 shares; 2025Q3: 7,536 shares; 2025Q4: 7,299 shares; 2026Q1: 3,608 shares 3,608 $346K 0.03% -3,691 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,629 shares; 2026Q1: 3,530 shares 3,530 $345K 0.02% -99 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS 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: 6,890 shares 6,890 $344K 0.02% new Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE 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: 2,140 shares; 2025Q4: 2,231 shares; 2026Q1: 2,519 shares 2,519 $341K 0.02% +288 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,718 shares 1,718 $339K 0.02% new 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: 6,613 shares; 2024Q4: 5,923 shares; 2025Q1: 5,170 shares; 2025Q2: 5,004 shares; 2025Q3: 4,355 shares; 2025Q4: 3,864 shares; 2026Q1: 1,699 shares 1,699 $337K 0.02% -2,165 Timeline PRMB PRIMO BRANDS CORPORATION More: the full row for PRIMO BRANDS CORPORATION 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: 10,357 shares; 2025Q4: 16,242 shares; 2026Q1: 17,666 shares 17,666 $333K 0.02% +1,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,415 shares; 2026Q1: 3,997 shares 3,997 $330K 0.02% -418 Timeline WHG WESTWOOD HLDGS GROUP INC More: the full row for WESTWOOD HLDGS 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: 20,035 shares 20,035 $330K 0.02% new Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,201 shares; 2024Q4: 14,234 shares; 2025Q1: 14,298 shares; 2025Q2: 14,359 shares; 2025Q3: 14,358 shares; 2025Q4: 14,431 shares; 2026Q1: 14,437 shares 14,437 $329K 0.02% +6 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,669 shares; 2024Q4: 2,751 shares; 2025Q1: 2,853 shares; 2025Q2: 3,345 shares; 2025Q3: 3,435 shares; 2025Q4: 2,084 shares; 2026Q1: 2,275 shares 2,275 $329K 0.02% +191 Timeline IOCT 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: 9,345 shares 9,345 $328K 0.02% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 5,332 shares 5,332 $326K 0.02% new Timeline KAPR 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: 8,913 shares 8,913 $323K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,848 shares; 2026Q1: 2,885 shares 2,885 $320K 0.02% +37 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,553 shares; 2025Q1: not reported; 2025Q2: 2,965 shares; 2025Q3: 3,115 shares; 2025Q4: 3,132 shares; 2026Q1: 1,292 shares 1,292 $316K 0.02% -1,840 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: not reported; 2024Q4: 803 shares; 2025Q1: 841 shares; 2025Q2: 835 shares; 2025Q3: 834 shares; 2025Q4: 900 shares; 2026Q1: 866 shares 866 $311K 0.02% -34 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,048 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,983 shares; 2026Q1: 2,551 shares 2,551 $309K 0.02% -432 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,596 shares; 2026Q1: 2,209 shares 2,209 $308K 0.02% -387 Timeline BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES 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: 9,496 shares 9,496 $308K 0.02% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,546 shares; 2024Q4: 12,015 shares; 2025Q1: 11,409 shares; 2025Q2: 10,314 shares; 2025Q3: 8,597 shares; 2025Q4: 8,076 shares; 2026Q1: 3,319 shares 3,319 $307K 0.02% -4,757 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,009 shares; 2025Q1: 10,316 shares; 2025Q2: 10,261 shares; 2025Q3: 10,307 shares; 2025Q4: 10,161 shares; 2026Q1: 9,910 shares 9,910 $307K 0.02% -251 Timeline GRID 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,845 shares; 2025Q4: 1,746 shares; 2026Q1: 1,860 shares 1,860 $304K 0.02% +114 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,574 shares; 2024Q4: 5,676 shares; 2025Q1: 7,056 shares; 2025Q2: 2,785 shares; 2025Q3: 2,750 shares; 2025Q4: 2,932 shares; 2026Q1: 3,164 shares 3,164 $304K 0.02% +232 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,951 shares; 2024Q4: 2,198 shares; 2025Q1: 1,551 shares; 2025Q2: 1,563 shares; 2025Q3: 1,651 shares; 2025Q4: 1,741 shares; 2026Q1: 1,931 shares 1,931 $304K 0.02% +190 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,201 shares 8,201 $302K 0.02% new Timeline XHR XENIA HOTELS & RESORTS INC More: the full row for XENIA HOTELS & RESORTS 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: 20,223 shares 20,223 $300K 0.02% new Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,300 shares; 2024Q4: 4,340 shares; 2025Q1: 4,401 shares; 2025Q2: 4,222 shares; 2025Q3: 4,309 shares; 2025Q4: 4,027 shares; 2026Q1: 4,235 shares 4,235 $300K 0.02% +208 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,525 shares 6,525 $299K 0.02% new Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,077 shares; 2024Q4: 4,473 shares; 2025Q1: 4,137 shares; 2025Q2: 3,911 shares; 2025Q3: 4,136 shares; 2025Q4: 3,791 shares; 2026Q1: 1,381 shares 1,381 $299K 0.02% -2,410 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,992 shares; 2024Q4: 8,559 shares; 2025Q1: 9,874 shares; 2025Q2: 10,046 shares; 2025Q3: 8,988 shares; 2025Q4: 13,965 shares; 2026Q1: 3,964 shares 3,964 $299K 0.02% -10,001 Timeline KOCT 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: 8,734 shares 8,734 $296K 0.02% new Timeline KJUL 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: 9,226 shares 9,226 $296K 0.02% new 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: 15,389 shares; 2024Q4: 15,339 shares; 2025Q1: 3,658 shares; 2025Q2: 8,460 shares; 2025Q3: 7,900 shares; 2025Q4: 7,784 shares; 2026Q1: 3,668 shares 3,668 $291K 0.02% -4,116 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI 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: 3,914 shares 3,914 $291K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: 770 shares; 2025Q1: 729 shares; 2025Q2: 741 shares; 2025Q3: 650 shares; 2025Q4: 663 shares; 2026Q1: 696 shares 696 $290K 0.02% +33 Timeline SARO STANDARDAERO INC More: the full row for STANDARDAERO 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: 9,200 shares; 2026Q1: 11,205 shares 11,205 $289K 0.02% +2,005 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,085 shares 4,085 $289K 0.02% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 5,993 shares; 2026Q1: 5,603 shares 5,603 $288K 0.02% -390 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,329 shares; 2024Q4: 2,904 shares; 2025Q1: 3,652 shares; 2025Q2: 4,498 shares; 2025Q3: 4,329 shares; 2025Q4: 4,343 shares; 2026Q1: 1,149 shares 1,149 $287K 0.02% -3,194 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,100 shares 3,100 $286K 0.02% new Timeline BCSF BAIN CAP SPECIALTY FIN INC More: the full row for BAIN CAP SPECIALTY FIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,023 shares; 2024Q4: 19,499 shares; 2025Q1: 20,457 shares; 2025Q2: 21,026 shares; 2025Q3: 21,642 shares; 2025Q4: 22,296 shares; 2026Q1: 23,058 shares 23,058 $286K 0.02% +762 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 998 shares; 2025Q4: 1,033 shares; 2026Q1: 1,007 shares 1,007 $286K 0.02% -26 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,709 shares; 2026Q1: 13,048 shares 13,048 $286K 0.02% -661 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 8,989 shares; 2026Q1: 12,057 shares 12,057 $283K 0.02% +3,068 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 750 shares; 2024Q4: 766 shares; 2025Q1: 775 shares; 2025Q2: 833 shares; 2025Q3: 619 shares; 2025Q4: 632 shares; 2026Q1: 664 shares 664 $282K 0.02% +32 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,868 shares; 2025Q2: not reported; 2025Q3: 4,035 shares; 2025Q4: not reported; 2026Q1: 5,220 shares 5,220 $282K 0.02% new Timeline IBDS 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: 17,556 shares; 2026Q1: 11,615 shares 11,615 $282K 0.02% -5,941 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,488 shares 8,488 $280K 0.02% new Timeline IBTG 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: 14,240 shares; 2026Q1: 12,158 shares 12,158 $279K 0.02% -2,082 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,068 shares; 2024Q4: 18,007 shares; 2025Q1: 17,707 shares; 2025Q2: 18,092 shares; 2025Q3: 20,417 shares; 2025Q4: 6,622 shares; 2026Q1: 8,691 shares 8,691 $278K 0.02% +2,069 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,723 shares 2,723 $278K 0.02% new Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,451 shares; 2025Q2: 345,261 shares; 2025Q3: 409,901 shares; 2025Q4: 355,079 shares; 2026Q1: 2,745 shares 2,745 $275K 0.02% -352,334 Timeline GENT SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,806 shares; 2025Q4: 14,812 shares; 2026Q1: 26,785 shares 26,785 $275K 0.02% +11,973 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,111 shares; 2025Q3: 5,086 shares; 2025Q4: 4,085 shares; 2026Q1: 7,145 shares 7,145 $275K 0.02% +3,060 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: 1,190 shares; 2025Q4: not reported; 2026Q1: 1,104 shares 1,104 $273K 0.02% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,409 shares; 2024Q4: 4,548 shares; 2025Q1: 2,572 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,560 shares; 2026Q1: 3,036 shares 3,036 $272K 0.02% +476 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: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,415 shares; 2025Q3: 3,565 shares; 2025Q4: 3,065 shares; 2026Q1: 5,151 shares 5,151 $272K 0.02% +2,086 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,344 shares; 2025Q1: 5,246 shares; 2025Q2: 6,420 shares; 2025Q3: 6,041 shares; 2025Q4: 5,212 shares; 2026Q1: 2,302 shares 2,302 $272K 0.02% -2,910 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,775 shares; 2025Q1: 3,784 shares; 2025Q2: 3,794 shares; 2025Q3: 3,803 shares; 2025Q4: 3,811 shares; 2026Q1: 3,821 shares 3,821 $271K 0.02% +10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,406 shares 2,406 $270K 0.02% new Timeline SGC SUPERIOR GROUP OF CO INC More: the full row for SUPERIOR GROUP OF CO 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: 26,542 shares 26,542 $270K 0.02% new Timeline PMAY 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: 6,734 shares 6,734 $269K 0.02% new Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 230 shares; 2025Q1: 213 shares; 2025Q2: 158 shares; 2025Q3: 148 shares; 2025Q4: 191 shares; 2026Q1: 251 shares 251 $268K 0.02% +60 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,609 shares 1,609 $267K 0.02% new 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: 5,940 shares; 2024Q4: 4,965 shares; 2025Q1: 4,040 shares; 2025Q2: 3,784 shares; 2025Q3: 3,597 shares; 2025Q4: 3,603 shares; 2026Q1: 3,587 shares 3,587 $267K 0.02% -16 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,851 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,427 shares; 2025Q3: 1,498 shares; 2025Q4: 1,558 shares; 2026Q1: 1,762 shares 1,762 $265K 0.02% +204 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,493 shares; 2025Q2: 1,337 shares; 2025Q3: 1,532 shares; 2025Q4: 1,649 shares; 2026Q1: 1,383 shares 1,383 $261K 0.02% -266 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,171 shares; 2024Q4: 3,673 shares; 2025Q1: 1,948 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $261K 0.02% 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: 4,226 shares; 2025Q1: 4,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,538 shares 3,538 $261K 0.02% new Timeline CPRJ CALAMOS ETF TR More: the full row for CALAMOS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,645 shares; 2024Q4: 11,082 shares; 2025Q1: 11,082 shares; 2025Q2: 9,645 shares; 2025Q3: 11,082 shares; 2025Q4: 9,645 shares; 2026Q1: 9,645 shares 9,645 $260K 0.02% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,115 shares 5,115 $260K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,428 shares; 2025Q2: 3,829 shares; 2025Q3: 4,172 shares; 2025Q4: 4,066 shares; 2026Q1: 3,577 shares 3,577 $259K 0.02% -489 Timeline SAP SAP SE More: the full row for SAP SE 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: 691 shares; 2025Q3: 780 shares; 2025Q4: not reported; 2026Q1: 1,508 shares 1,508 $258K 0.02% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,305 shares; 2025Q3: 1,308 shares; 2025Q4: 1,344 shares; 2026Q1: 1,249 shares 1,249 $258K 0.02% -95 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,100 shares 7,100 $257K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,475 shares 1,475 $256K 0.02% new Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 4,475 shares 4,475 $255K 0.02% new Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,069 shares; 2024Q4: 1,155 shares; 2025Q1: 1,240 shares; 2025Q2: 1,090 shares; 2025Q3: 1,051 shares; 2025Q4: 1,047 shares; 2026Q1: 1,025 shares 1,025 $255K 0.02% -22 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,336 shares; 2024Q4: 1,373 shares; 2025Q1: 1,376 shares; 2025Q2: 1,511 shares; 2025Q3: 1,156 shares; 2025Q4: 1,095 shares; 2026Q1: 1,300 shares 1,300 $255K 0.02% +205 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,457 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,054 shares; 2026Q1: 1,092 shares 1,092 $255K 0.02% +38 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,702 shares; 2025Q4: 7,598 shares; 2026Q1: 5,705 shares 5,705 $255K 0.02% -1,893 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,308 shares; 2026Q1: 4,811 shares 4,811 $251K 0.02% +503 Timeline IJUL 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: 7,437 shares 7,437 $251K 0.02% new Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,771 shares; 2025Q3: 3,771 shares; 2025Q4: 3,771 shares; 2026Q1: 3,318 shares 3,318 $248K 0.02% -453 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,317 shares 4,317 $246K 0.02% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,579 shares 2,579 $245K 0.02% new Timeline PSI 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: 2,595 shares; 2026Q1: 2,595 shares 2,595 $245K 0.02% 0 Timeline OVV OVINTIV INC More: the full row for OVINTIV 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: 4,090 shares 4,090 $243K 0.02% new Timeline MOV MOVADO GROUP INC More: the full row for MOVADO 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: 9,857 shares 9,857 $241K 0.02% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 3,983 shares; 2026Q1: 4,013 shares 4,013 $241K 0.02% +30 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,104 shares 3,104 $240K 0.02% new 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: not reported; 2026Q1: 10,317 shares 10,317 $240K 0.02% new Timeline EPM EVOLUTION PETE CORP More: the full row for EVOLUTION 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: 52,356 shares 52,356 $240K 0.02% new Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 2,650 shares 2,650 $240K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,731 shares; 2025Q3: 2,728 shares; 2025Q4: 2,743 shares; 2026Q1: 3,332 shares 3,332 $239K 0.02% +589 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: 4,704 shares; 2024Q4: 4,333 shares; 2025Q1: 3,181 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,421 shares; 2026Q1: 4,504 shares 4,504 $238K 0.02% -917 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,541 shares; 2024Q4: 2,516 shares; 2025Q1: 2,419 shares; 2025Q2: 2,572 shares; 2025Q3: 2,163 shares; 2025Q4: 2,150 shares; 2026Q1: 2,574 shares 2,574 $237K 0.02% +424 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2026Q1: 335 shares 335 $235K 0.02% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,134 shares; 2025Q1: 1,221 shares; 2025Q2: 1,248 shares; 2025Q3: 1,272 shares; 2025Q4: 1,253 shares; 2026Q1: 1,443 shares 1,443 $235K 0.02% +190 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,682 shares 3,682 $234K 0.02% new 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: 9,986 shares; 2025Q1: 9,017 shares; 2025Q2: 8,891 shares; 2025Q3: 2,501 shares; 2025Q4: 1,993 shares; 2026Q1: 2,188 shares 2,188 $232K 0.02% +195 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,760 shares; 2026Q1: 1,595 shares 1,595 $232K 0.02% -165 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE 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: not reported; 2026Q1: 758 shares 758 $230K 0.02% new Timeline