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: 59,095 shares; 2024Q4: 63,439 shares; 2025Q1: 75,284 shares; 2025Q2: 110,201 shares; 2025Q3: 128,909 shares; 2025Q4: 135,021 shares; 2026Q1: 143,394 shares 143,394 $93.7M 4.85% +8,373 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 401,749 shares; 2024Q4: 482,603 shares; 2025Q1: 594,300 shares; 2025Q2: 918,120 shares; 2025Q3: 901,536 shares; 2025Q4: 921,164 shares; 2026Q1: 1,059,654 shares 1,059,654 $47.8M 2.48% +138,490 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: 805,381 shares; 2024Q4: 856,218 shares; 2025Q1: 908,780 shares; 2025Q2: 1,052,640 shares; 2025Q3: 1,081,702 shares; 2025Q4: 1,100,743 shares; 2026Q1: 1,151,149 shares 1,151,149 $40.9M 2.12% +50,406 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,881 shares; 2024Q4: 418,650 shares; 2025Q1: 520,801 shares; 2025Q2: 584,169 shares; 2025Q3: 679,593 shares; 2025Q4: 742,191 shares; 2026Q1: 801,965 shares 801,965 $40.6M 2.1% +59,774 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: 204,743 shares; 2024Q4: 262,108 shares; 2025Q1: 290,810 shares; 2025Q2: 304,871 shares; 2025Q3: 323,723 shares; 2025Q4: 331,574 shares; 2026Q1: 338,179 shares 338,179 $33.6M 1.74% +6,605 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 504,279 shares; 2024Q4: 674,793 shares; 2025Q1: 914,208 shares; 2025Q2: 947,042 shares; 2025Q3: 1,026,325 shares; 2025Q4: 1,068,173 shares; 2026Q1: 1,111,629 shares 1,111,629 $32.8M 1.7% +43,456 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: 341,704 shares; 2024Q4: 376,019 shares; 2025Q1: 390,413 shares; 2025Q2: 416,736 shares; 2025Q3: 460,014 shares; 2025Q4: 473,984 shares; 2026Q1: 494,179 shares 494,179 $31.7M 1.64% +20,195 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: 116,746 shares; 2024Q4: 108,764 shares; 2025Q1: 108,693 shares; 2025Q2: 107,915 shares; 2025Q3: 117,795 shares; 2025Q4: 119,911 shares; 2026Q1: 118,039 shares 118,039 $30M 1.55% -1,872 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: 377,157 shares; 2024Q4: 424,342 shares; 2025Q1: 620,147 shares; 2025Q2: 660,840 shares; 2025Q3: 701,195 shares; 2025Q4: 687,201 shares; 2026Q1: 701,850 shares 701,850 $27.3M 1.41% +14,649 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: 162,438 shares; 2024Q4: 257,796 shares; 2025Q1: 368,300 shares; 2025Q2: 396,117 shares; 2025Q3: 490,536 shares; 2025Q4: 528,175 shares; 2026Q1: 564,219 shares 564,219 $26.2M 1.36% +36,044 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: 78,910 shares; 2024Q4: 79,929 shares; 2025Q1: 80,610 shares; 2025Q2: 70,058 shares; 2025Q3: 73,965 shares; 2025Q4: 77,046 shares; 2026Q1: 81,346 shares 81,346 $26.1M 1.35% +4,300 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: 37,638 shares; 2024Q4: 49,592 shares; 2025Q1: 62,562 shares; 2025Q2: 67,794 shares; 2025Q3: 64,120 shares; 2025Q4: 62,542 shares; 2026Q1: 60,374 shares 60,374 $26M 1.35% -2,168 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: 181,730 shares; 2024Q4: 208,288 shares; 2025Q1: 235,820 shares; 2025Q2: 232,752 shares; 2025Q3: 272,211 shares; 2025Q4: 312,949 shares; 2026Q1: 381,275 shares 381,275 $25.7M 1.33% +68,326 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: 40,231 shares; 2024Q4: 45,551 shares; 2025Q1: 47,703 shares; 2025Q2: 41,318 shares; 2025Q3: 44,100 shares; 2025Q4: 49,833 shares; 2026Q1: 58,677 shares 58,677 $25.6M 1.33% +8,844 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: 239,965 shares; 2024Q4: 783,068 shares; 2025Q1: 887,612 shares; 2025Q2: 987,028 shares; 2025Q3: 954,662 shares; 2025Q4: 861,205 shares; 2026Q1: 806,239 shares 806,239 $24.7M 1.28% -54,966 Timeline DFEM 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: 484,080 shares; 2024Q4: 499,410 shares; 2025Q1: 551,372 shares; 2025Q2: 610,154 shares; 2025Q3: 631,997 shares; 2025Q4: 649,188 shares; 2026Q1: 688,384 shares 688,384 $23.8M 1.23% +39,196 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: 65,554 shares; 2024Q4: 59,624 shares; 2025Q1: 59,713 shares; 2025Q2: 58,951 shares; 2025Q3: 61,841 shares; 2025Q4: 62,510 shares; 2026Q1: 62,200 shares 62,200 $23M 1.19% -310 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: 132,131 shares; 2024Q4: 126,184 shares; 2025Q1: 132,771 shares; 2025Q2: 133,338 shares; 2025Q3: 135,985 shares; 2025Q4: 135,134 shares; 2026Q1: 130,947 shares 130,947 $22.8M 1.18% -4,187 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: 228,084 shares; 2024Q4: 300,579 shares; 2025Q1: 343,016 shares; 2025Q2: 353,944 shares; 2025Q3: 377,618 shares; 2025Q4: 403,887 shares; 2026Q1: 421,090 shares 421,090 $22.8M 1.18% +17,203 Timeline AFIF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 463,894 shares; 2025Q2: 609,660 shares; 2025Q3: 2,090,539 shares; 2025Q4: 2,300,059 shares; 2026Q1: 2,336,249 shares 2,336,249 $21.8M 1.13% +36,190 Timeline IDEV 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: 471 shares; 2024Q4: 521 shares; 2025Q1: 521 shares; 2025Q2: 166,709 shares; 2025Q3: 225,736 shares; 2025Q4: 244,863 shares; 2026Q1: 258,999 shares 258,999 $21.6M 1.12% +14,136 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: 19,818 shares; 2024Q4: 20,857 shares; 2025Q1: 28,345 shares; 2025Q2: 27,948 shares; 2025Q3: 28,692 shares; 2025Q4: 30,060 shares; 2026Q1: 30,063 shares 30,063 $19.6M 1.01% +3 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: 27,119 shares; 2024Q4: 32,240 shares; 2025Q1: 41,640 shares; 2025Q2: 125,114 shares; 2025Q3: 147,566 shares; 2025Q4: 141,732 shares; 2026Q1: 130,154 shares 130,154 $19.3M 1% -11,578 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: 71,822 shares; 2024Q4: 100,200 shares; 2025Q1: 125,400 shares; 2025Q2: 136,635 shares; 2025Q3: 147,286 shares; 2025Q4: 153,207 shares; 2026Q1: 172,526 shares 172,526 $19M 0.99% +19,319 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: 988,265 shares; 2024Q4: 125,382 shares; 2025Q1: 151,429 shares; 2025Q2: 186,322 shares; 2025Q3: 201,296 shares; 2025Q4: 222,100 shares; 2026Q1: 248,457 shares 248,457 $19M 0.98% +26,357 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 210,400 shares; 2024Q4: 265,134 shares; 2025Q1: 475,568 shares; 2025Q2: 495,516 shares; 2025Q3: 502,814 shares; 2025Q4: 517,700 shares; 2026Q1: 471,321 shares 471,321 $18.9M 0.98% -46,379 Timeline SCHO 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: 248,478 shares; 2024Q4: 671,581 shares; 2025Q1: 757,098 shares; 2025Q2: 766,599 shares; 2025Q3: 784,811 shares; 2025Q4: 790,290 shares; 2026Q1: 780,153 shares 780,153 $18.9M 0.98% -10,137 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,189 shares; 2024Q4: 18,228 shares; 2025Q1: 21,210 shares; 2025Q2: 21,784 shares; 2025Q3: 26,460 shares; 2025Q4: 27,001 shares; 2026Q1: 31,158 shares 31,158 $18.6M 0.96% +4,157 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,250 shares; 2024Q4: 248,194 shares; 2025Q1: 261,389 shares; 2025Q2: 310,763 shares; 2025Q3: 291,102 shares; 2025Q4: 285,119 shares; 2026Q1: 258,255 shares 258,255 $18.4M 0.95% -26,864 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,616 shares; 2024Q4: 114,094 shares; 2025Q1: 153,180 shares; 2025Q2: 246,492 shares; 2025Q3: 265,883 shares; 2025Q4: 285,063 shares; 2026Q1: 321,993 shares 321,993 $18.3M 0.94% +36,930 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: 13,905 shares; 2024Q4: 15,766 shares; 2025Q1: 17,730 shares; 2025Q2: 42,174 shares; 2025Q3: 54,259 shares; 2025Q4: 59,473 shares; 2026Q1: 62,756 shares 62,756 $18M 0.93% +3,283 Timeline IDV 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: 197,271 shares; 2024Q4: 229,604 shares; 2025Q1: 249,941 shares; 2025Q2: 363,566 shares; 2025Q3: 408,356 shares; 2025Q4: 422,823 shares; 2026Q1: 419,077 shares 419,077 $17.8M 0.92% -3,746 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,719 shares; 2024Q4: 22,323 shares; 2025Q1: 23,618 shares; 2025Q2: 25,878 shares; 2025Q3: 25,022 shares; 2025Q4: 63,479 shares; 2026Q1: 678,524 shares 678,524 $17.8M 0.92% +615,045 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: 11,792 shares; 2024Q4: 15,180 shares; 2025Q1: 16,247 shares; 2025Q2: 208,494 shares; 2025Q3: 308,749 shares; 2025Q4: 333,884 shares; 2026Q1: 220,500 shares 220,500 $16.2M 0.84% -113,384 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: 57,210 shares; 2024Q4: 71,519 shares; 2025Q1: 79,919 shares; 2025Q2: 81,258 shares; 2025Q3: 103,716 shares; 2025Q4: 116,735 shares; 2026Q1: 140,292 shares 140,292 $16.1M 0.83% +23,557 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,925 shares; 2025Q3: 167,263 shares; 2025Q4: 258,014 shares; 2026Q1: 304,061 shares 304,061 $15.6M 0.81% +46,047 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: 75,213 shares; 2024Q4: 106,488 shares; 2025Q1: 133,355 shares; 2025Q2: 104,586 shares; 2025Q3: 113,628 shares; 2025Q4: 118,958 shares; 2026Q1: 161,029 shares 161,029 $14.9M 0.77% +42,071 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: 19,792 shares; 2024Q4: 21,150 shares; 2025Q1: 22,429 shares; 2025Q2: 22,827 shares; 2025Q3: 23,314 shares; 2025Q4: 23,853 shares; 2026Q1: 22,923 shares 22,923 $13.2M 0.69% -930 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: 144,447 shares; 2024Q4: 164,623 shares; 2025Q1: 189,133 shares; 2025Q2: 214,630 shares; 2025Q3: 167,518 shares; 2025Q4: 150,381 shares; 2026Q1: 152,478 shares 152,478 $12.6M 0.65% +2,097 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: 32,661 shares; 2024Q4: 45,700 shares; 2025Q1: 49,765 shares; 2025Q2: 79,502 shares; 2025Q3: 96,477 shares; 2025Q4: 111,379 shares; 2026Q1: 127,762 shares 127,762 $12.4M 0.64% +16,383 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: 36,687 shares; 2024Q4: 37,035 shares; 2025Q1: 39,154 shares; 2025Q2: 39,520 shares; 2025Q3: 57,773 shares; 2025Q4: 59,203 shares; 2026Q1: 58,015 shares 58,015 $12.1M 0.63% -1,188 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,362 shares; 2024Q4: 169,848 shares; 2025Q1: 206,095 shares; 2025Q2: 219,475 shares; 2025Q3: 241,911 shares; 2025Q4: 236,177 shares; 2026Q1: 280,562 shares 280,562 $11.9M 0.62% +44,385 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,399 shares; 2024Q4: 278,536 shares; 2025Q1: 294,386 shares; 2025Q2: 310,479 shares; 2025Q3: 314,894 shares; 2025Q4: 322,866 shares; 2026Q1: 337,032 shares 337,032 $11.8M 0.61% +14,166 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: 12,614 shares; 2024Q4: 13,516 shares; 2025Q1: 14,297 shares; 2025Q2: 28,607 shares; 2025Q3: 35,348 shares; 2025Q4: 37,724 shares; 2026Q1: 39,546 shares 39,546 $10.4M 0.54% +1,822 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: 29,619 shares; 2024Q4: 28,846 shares; 2025Q1: 26,954 shares; 2025Q2: 27,475 shares; 2025Q3: 34,517 shares; 2025Q4: 34,636 shares; 2026Q1: 34,698 shares 34,698 $10.2M 0.53% +62 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: 2,175 shares; 2025Q2: 10,899 shares; 2025Q3: 14,975 shares; 2025Q4: 37,141 shares; 2026Q1: 341,835 shares 341,835 $10.2M 0.53% +304,694 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,495 shares; 2024Q4: 100,632 shares; 2025Q1: 101,498 shares; 2025Q2: 101,536 shares; 2025Q3: 101,251 shares; 2025Q4: 232,963 shares; 2026Q1: 232,652 shares 232,652 $9.37M 0.49% -311 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 379,979 shares; 2025Q1: 393,164 shares; 2025Q2: 223,769 shares; 2025Q3: 232,035 shares; 2025Q4: 234,763 shares; 2026Q1: 251,920 shares 251,920 $9.26M 0.48% +17,157 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: 106,055 shares; 2024Q4: 97,004 shares; 2025Q1: 97,479 shares; 2025Q2: 96,379 shares; 2025Q3: 99,545 shares; 2025Q4: 100,187 shares; 2026Q1: 99,684 shares 99,684 $8.79M 0.46% -503 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: 5,104 shares; 2024Q4: 5,176 shares; 2025Q1: 48,233 shares; 2025Q2: 47,904 shares; 2025Q3: 63,013 shares; 2025Q4: 76,339 shares; 2026Q1: 79,238 shares 79,238 $8.78M 0.45% +2,899 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: 90,414 shares; 2024Q4: 88,476 shares; 2025Q1: 87,866 shares; 2025Q2: 88,295 shares; 2025Q3: 85,348 shares; 2025Q4: 86,532 shares; 2026Q1: 51,654 shares 51,654 $8.76M 0.45% -34,878 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: 14,989 shares; 2024Q4: 15,067 shares; 2025Q1: 15,629 shares; 2025Q2: 15,560 shares; 2025Q3: 15,356 shares; 2025Q4: 15,739 shares; 2026Q1: 15,191 shares 15,191 $8.69M 0.45% -548 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: 3,193 shares; 2024Q4: 15,343 shares; 2025Q1: 20,720 shares; 2025Q2: 26,163 shares; 2025Q3: 33,287 shares; 2025Q4: 46,780 shares; 2026Q1: 241,714 shares 241,714 $8.32M 0.43% +194,934 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157 shares; 2024Q4: 79,037 shares; 2025Q1: 83,527 shares; 2025Q2: 93,959 shares; 2025Q3: 125,082 shares; 2025Q4: 131,110 shares; 2026Q1: 137,851 shares 137,851 $8.21M 0.43% +6,741 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 620 shares; 2024Q4: 590 shares; 2025Q1: 363 shares; 2025Q2: 263 shares; 2025Q3: 263 shares; 2025Q4: 24,678 shares; 2026Q1: 24,904 shares 24,904 $8.19M 0.42% +226 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: 59,998 shares; 2024Q4: 44,705 shares; 2025Q1: 49,151 shares; 2025Q2: 84,004 shares; 2025Q3: 98,191 shares; 2025Q4: 102,996 shares; 2026Q1: 106,069 shares 106,069 $7.4M 0.38% +3,073 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: 1,463 shares; 2024Q4: 15,963 shares; 2025Q1: 16,176 shares; 2025Q2: 51,082 shares; 2025Q3: 67,807 shares; 2025Q4: 70,853 shares; 2026Q1: 78,812 shares 78,812 $7.22M 0.37% +7,959 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: 28,015 shares; 2024Q4: 26,609 shares; 2025Q1: 27,144 shares; 2025Q2: 25,449 shares; 2025Q3: 25,526 shares; 2025Q4: 25,021 shares; 2026Q1: 24,531 shares 24,531 $7.05M 0.37% -490 Timeline JBND 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: 981 shares; 2025Q3: 2,367 shares; 2025Q4: 4,288 shares; 2026Q1: 130,571 shares 130,571 $7.02M 0.36% +126,283 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: 23,000 shares; 2024Q4: 20,346 shares; 2025Q1: 20,101 shares; 2025Q2: 20,867 shares; 2025Q3: 21,579 shares; 2025Q4: 21,726 shares; 2026Q1: 20,718 shares 20,718 $7M 0.36% -1,008 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: 5,190 shares; 2024Q4: 5,154 shares; 2025Q1: 5,312 shares; 2025Q2: 5,444 shares; 2025Q3: 6,179 shares; 2025Q4: 7,472 shares; 2026Q1: 7,019 shares 7,019 $6.99M 0.36% -453 Timeline JMUB 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: 47,075 shares; 2025Q2: 47,075 shares; 2025Q3: 48,810 shares; 2025Q4: 108,239 shares; 2026Q1: 134,662 shares 134,662 $6.73M 0.35% +26,423 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: 164,112 shares; 2024Q4: 192,952 shares; 2025Q1: 199,509 shares; 2025Q2: 183,414 shares; 2025Q3: 162,691 shares; 2025Q4: 141,981 shares; 2026Q1: 125,506 shares 125,506 $6.7M 0.35% -16,475 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: 102,571 shares; 2024Q4: 108,263 shares; 2025Q1: 110,610 shares; 2025Q2: 113,906 shares; 2025Q3: 111,655 shares; 2025Q4: 118,781 shares; 2026Q1: 120,951 shares 120,951 $6.68M 0.35% +2,170 Timeline HYGH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,674 shares; 2025Q2: 39,335 shares; 2025Q3: 53,281 shares; 2025Q4: 76,090 shares; 2026Q1: 77,514 shares 77,514 $6.64M 0.34% +1,424 Timeline FMDE 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: 65,248 shares; 2024Q4: 92,593 shares; 2025Q1: 121,834 shares; 2025Q2: 144,809 shares; 2025Q3: 160,600 shares; 2025Q4: 173,464 shares; 2026Q1: 182,654 shares 182,654 $6.57M 0.34% +9,190 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: 25,112 shares; 2024Q4: 32,254 shares; 2025Q1: 66,065 shares; 2025Q2: 162,880 shares; 2025Q3: 174,716 shares; 2025Q4: 156,525 shares; 2026Q1: 116,550 shares 116,550 $6.47M 0.34% -39,975 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: 114,571 shares; 2025Q2: 133,084 shares; 2025Q3: 194,168 shares; 2025Q4: 275,727 shares; 2026Q1: 281,423 shares 281,423 $6.35M 0.33% +5,696 Timeline BKLN 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: 1,424 shares; 2024Q4: 892 shares; 2025Q1: 117,774 shares; 2025Q2: 161,559 shares; 2025Q3: 226,955 shares; 2025Q4: 298,955 shares; 2026Q1: 307,736 shares 307,736 $6.28M 0.33% +8,781 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 1,056 shares; 2025Q1: 115,470 shares; 2025Q2: 160,155 shares; 2025Q3: 215,553 shares; 2025Q4: 295,733 shares; 2026Q1: 304,877 shares 304,877 $6.21M 0.32% +9,144 Timeline REM 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: 281,893 shares; 2026Q1: 288,470 shares 288,470 $6.19M 0.32% +6,577 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: 20,313 shares; 2024Q4: 14,093 shares; 2025Q1: 16,492 shares; 2025Q2: 17,767 shares; 2025Q3: 17,561 shares; 2025Q4: 17,019 shares; 2026Q1: 16,482 shares 16,482 $6.13M 0.32% -537 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 169,280 shares; 2025Q2: 235,120 shares; 2025Q3: 319,133 shares; 2025Q4: 485,021 shares; 2026Q1: 502,990 shares 502,990 $6.12M 0.32% +17,969 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 49,114 shares; 2025Q2: 67,999 shares; 2025Q3: 96,918 shares; 2025Q4: 124,765 shares; 2026Q1: 128,506 shares 128,506 $5.99M 0.31% +3,741 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,592 shares; 2024Q4: 68,248 shares; 2025Q1: 98,323 shares; 2025Q2: 106,571 shares; 2025Q3: 111,759 shares; 2025Q4: 133,858 shares; 2026Q1: 140,443 shares 140,443 $5.93M 0.31% +6,585 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: 1,859 shares; 2024Q4: 5,772 shares; 2025Q1: 5,791 shares; 2025Q2: 123,576 shares; 2025Q3: 173,883 shares; 2025Q4: 182,913 shares; 2026Q1: 190,469 shares 190,469 $5.9M 0.31% +7,556 Timeline SEIX VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100,948 shares; 2025Q2: 138,904 shares; 2025Q3: 199,440 shares; 2025Q4: 241,859 shares; 2026Q1: 251,060 shares 251,060 $5.79M 0.3% +9,201 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 166,984 shares; 2024Q4: 174,595 shares; 2025Q1: 184,559 shares; 2025Q2: 189,695 shares; 2025Q3: 196,131 shares; 2025Q4: 203,243 shares; 2026Q1: 215,422 shares 215,422 $5.73M 0.3% +12,179 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: 19,722 shares; 2024Q4: 18,708 shares; 2025Q1: 20,051 shares; 2025Q2: 18,847 shares; 2025Q3: 18,210 shares; 2025Q4: 17,872 shares; 2026Q1: 18,988 shares 18,988 $5.45M 0.28% +1,116 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 145,742 shares; 2024Q4: 149,909 shares; 2025Q1: 148,594 shares; 2025Q2: 146,951 shares; 2025Q3: 138,617 shares; 2025Q4: 128,254 shares; 2026Q1: 136,404 shares 136,404 $5.31M 0.28% +8,150 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: 11,709 shares; 2024Q4: 10,852 shares; 2025Q1: 10,200 shares; 2025Q2: 9,534 shares; 2025Q3: 10,580 shares; 2025Q4: 10,905 shares; 2026Q1: 10,901 shares 10,901 $5.22M 0.27% -4 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: 42,286 shares; 2024Q4: 46,495 shares; 2025Q1: 46,301 shares; 2025Q2: 45,793 shares; 2025Q3: 47,425 shares; 2025Q4: 55,714 shares; 2026Q1: 66,851 shares 66,851 $5.15M 0.27% +11,137 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: 4,310 shares; 2024Q4: 4,210 shares; 2025Q1: 5,822 shares; 2025Q2: 7,350 shares; 2025Q3: 37,666 shares; 2025Q4: 37,682 shares; 2026Q1: 40,977 shares 40,977 $4.86M 0.25% +3,295 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,008 shares; 2024Q4: 34,956 shares; 2025Q1: 35,892 shares; 2025Q2: 37,267 shares; 2025Q3: 39,040 shares; 2025Q4: 41,963 shares; 2026Q1: 42,232 shares 42,232 $4.85M 0.25% +269 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: 15,940 shares; 2024Q4: 16,223 shares; 2025Q1: 17,013 shares; 2025Q2: 17,634 shares; 2025Q3: 17,526 shares; 2025Q4: 17,453 shares; 2026Q1: 16,682 shares 16,682 $4.73M 0.25% -771 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: 10,970 shares; 2024Q4: 9,788 shares; 2025Q1: 9,725 shares; 2025Q2: 9,574 shares; 2025Q3: 9,554 shares; 2025Q4: 9,578 shares; 2026Q1: 9,546 shares 9,546 $4.69M 0.24% -32 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: 48,710 shares; 2024Q4: 44,807 shares; 2025Q1: 43,082 shares; 2025Q2: 43,150 shares; 2025Q3: 41,944 shares; 2025Q4: 41,491 shares; 2026Q1: 39,007 shares 39,007 $4.63M 0.24% -2,484 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: 95,289 shares; 2024Q4: 200,176 shares; 2025Q1: 203,849 shares; 2025Q2: 202,574 shares; 2025Q3: 185,706 shares; 2025Q4: 185,125 shares; 2026Q1: 185,708 shares 185,708 $4.6M 0.24% +583 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: 87,548 shares; 2024Q4: 80,226 shares; 2025Q1: 77,765 shares; 2025Q2: 76,971 shares; 2025Q3: 81,074 shares; 2025Q4: 81,205 shares; 2026Q1: 81,538 shares 81,538 $4.59M 0.24% +333 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: 6,118 shares; 2024Q4: 5,547 shares; 2025Q1: 5,333 shares; 2025Q2: 5,815 shares; 2025Q3: 6,662 shares; 2025Q4: 6,715 shares; 2026Q1: 6,415 shares 6,415 $4.54M 0.24% -300 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,462 shares; 2024Q4: 97,668 shares; 2025Q1: 82,383 shares; 2025Q2: 88,410 shares; 2025Q3: 87,540 shares; 2025Q4: 86,691 shares; 2026Q1: 94,531 shares 94,531 $4.54M 0.24% +7,840 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: 100 shares; 2025Q2: 13,337 shares; 2025Q3: 31,508 shares; 2025Q4: 129,478 shares; 2026Q1: 172,847 shares 172,847 $4.53M 0.23% +43,369 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: 53,009 shares; 2024Q4: 49,101 shares; 2025Q1: 45,543 shares; 2025Q2: 42,993 shares; 2025Q3: 42,303 shares; 2025Q4: 42,568 shares; 2026Q1: 43,384 shares 43,384 $4.45M 0.23% +816 Timeline ARKW 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: 25 shares; 2024Q4: 25 shares; 2025Q1: 25,000 shares; 2025Q2: 25,005 shares; 2025Q3: 26,145 shares; 2025Q4: 35,067 shares; 2026Q1: 36,687 shares 36,687 $4.42M 0.23% +1,620 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: 29,132 shares; 2024Q4: 27,073 shares; 2025Q1: 27,766 shares; 2025Q2: 28,073 shares; 2025Q3: 27,914 shares; 2025Q4: 27,437 shares; 2026Q1: 26,744 shares 26,744 $4.42M 0.23% -693 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,081 shares; 2024Q4: 34,990 shares; 2025Q1: 34,392 shares; 2025Q2: 34,377 shares; 2025Q3: 34,013 shares; 2025Q4: 33,887 shares; 2026Q1: 33,305 shares 33,305 $4.36M 0.23% -582 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: 6,753 shares; 2024Q4: 6,404 shares; 2025Q1: 5,881 shares; 2025Q2: 6,710 shares; 2025Q3: 6,674 shares; 2025Q4: 6,445 shares; 2026Q1: 6,372 shares 6,372 $4.35M 0.23% -73 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: 16,687 shares; 2024Q4: 15,934 shares; 2025Q1: 14,033 shares; 2025Q2: 14,576 shares; 2025Q3: 14,430 shares; 2025Q4: 14,252 shares; 2026Q1: 13,451 shares 13,451 $4.16M 0.22% -801 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: 84,889 shares; 2024Q4: 90,407 shares; 2025Q1: 91,025 shares; 2025Q2: 41,889 shares; 2025Q3: 40,947 shares; 2025Q4: 44,381 shares; 2026Q1: 47,276 shares 47,276 $4.1M 0.21% +2,895 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: 130,529 shares; 2024Q4: 132,711 shares; 2025Q1: 132,711 shares; 2025Q2: 132,536 shares; 2025Q3: 132,243 shares; 2025Q4: 112,520 shares; 2026Q1: 111,746 shares 111,746 $4.05M 0.21% -774 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: 23,114 shares; 2024Q4: 23,204 shares; 2025Q1: 27,476 shares; 2025Q2: 27,833 shares; 2025Q3: 31,993 shares; 2025Q4: 32,882 shares; 2026Q1: 32,201 shares 32,201 $4M 0.21% -681 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: 31,057 shares; 2024Q4: 30,721 shares; 2025Q1: 29,786 shares; 2025Q2: 29,497 shares; 2025Q3: 28,972 shares; 2025Q4: 28,518 shares; 2026Q1: 27,435 shares 27,435 $3.82M 0.2% -1,083 Timeline FTMN 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: not reported; 2025Q4: 417,829 shares; 2026Q1: 429,661 shares 429,661 $3.75M 0.19% +11,832 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: 103,988 shares; 2024Q4: 102,946 shares; 2025Q1: 101,335 shares; 2025Q2: 100,894 shares; 2025Q3: 100,119 shares; 2025Q4: 89,575 shares; 2026Q1: 89,675 shares 89,675 $3.74M 0.19% +100 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,545 shares; 2024Q4: 65,694 shares; 2025Q1: 85,555 shares; 2025Q2: 89,092 shares; 2025Q3: 100,549 shares; 2025Q4: 119,687 shares; 2026Q1: 136,577 shares 136,577 $3.71M 0.19% +16,890 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: 12,538 shares; 2024Q4: 11,117 shares; 2025Q1: 11,479 shares; 2025Q2: 11,478 shares; 2025Q3: 14,517 shares; 2025Q4: 15,322 shares; 2026Q1: 15,082 shares 15,082 $3.69M 0.19% -240 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: 12,156 shares; 2024Q4: 13,259 shares; 2025Q1: 14,915 shares; 2025Q2: 9,850 shares; 2025Q3: 9,555 shares; 2025Q4: 9,324 shares; 2026Q1: 8,599 shares 8,599 $3.67M 0.19% -725 Timeline IHE 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: 40,010 shares; 2026Q1: 40,993 shares 40,993 $3.55M 0.18% +983 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,249 shares; 2024Q4: 78,427 shares; 2025Q1: 77,260 shares; 2025Q2: 77,070 shares; 2025Q3: 73,550 shares; 2025Q4: 69,600 shares; 2026Q1: 68,110 shares 68,110 $3.47M 0.18% -1,490 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,083 shares; 2024Q4: 20,282 shares; 2025Q1: 32,346 shares; 2025Q2: 73,843 shares; 2025Q3: 76,131 shares; 2025Q4: 82,183 shares; 2026Q1: 95,624 shares 95,624 $3.44M 0.18% +13,441 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,046 shares; 2024Q4: 49,561 shares; 2025Q1: 86,178 shares; 2025Q2: 84,400 shares; 2025Q3: 83,694 shares; 2025Q4: 122,175 shares; 2026Q1: 141,443 shares 141,443 $3.41M 0.18% +19,268 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: 15,011 shares; 2024Q4: 16,543 shares; 2025Q1: 21,879 shares; 2025Q2: 22,515 shares; 2025Q3: 23,474 shares; 2025Q4: 23,896 shares; 2026Q1: 23,463 shares 23,463 $3.41M 0.18% -433 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: 21,638 shares; 2024Q4: 18,781 shares; 2025Q1: 18,108 shares; 2025Q2: 18,241 shares; 2025Q3: 18,055 shares; 2025Q4: 18,068 shares; 2026Q1: 17,386 shares 17,386 $3.35M 0.17% -682 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: 10,067 shares; 2024Q4: 10,874 shares; 2025Q1: 12,215 shares; 2025Q2: 10,903 shares; 2025Q3: 11,344 shares; 2025Q4: 12,275 shares; 2026Q1: 13,304 shares 13,304 $3.3M 0.17% +1,029 Timeline VBR 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: 15,177 shares; 2024Q4: 15,157 shares; 2025Q1: 15,086 shares; 2025Q2: 14,499 shares; 2025Q3: 15,004 shares; 2025Q4: 15,240 shares; 2026Q1: 15,158 shares 15,158 $3.29M 0.17% -82 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: 19,094 shares; 2024Q4: 17,916 shares; 2025Q1: 18,349 shares; 2025Q2: 17,989 shares; 2025Q3: 18,440 shares; 2025Q4: 16,782 shares; 2026Q1: 16,432 shares 16,432 $3.22M 0.17% -350 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: 28,857 shares; 2024Q4: 24,809 shares; 2025Q1: 24,736 shares; 2025Q2: 24,685 shares; 2025Q3: 24,545 shares; 2025Q4: 34,613 shares; 2026Q1: 35,589 shares 35,589 $3.22M 0.17% +976 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,039 shares; 2024Q4: 6,589 shares; 2025Q1: 10,955 shares; 2025Q2: 39,134 shares; 2025Q3: 60,237 shares; 2025Q4: 70,770 shares; 2026Q1: 74,068 shares 74,068 $3.2M 0.17% +3,298 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,307 shares; 2024Q4: 15,447 shares; 2025Q1: 14,692 shares; 2025Q2: 14,259 shares; 2025Q3: 11,430 shares; 2025Q4: 11,285 shares; 2026Q1: 10,781 shares 10,781 $3.18M 0.16% -504 Timeline SCHX 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: 36,879 shares; 2024Q4: 107,070 shares; 2025Q1: 111,339 shares; 2025Q2: 101,180 shares; 2025Q3: 84,472 shares; 2025Q4: 99,858 shares; 2026Q1: 123,912 shares 123,912 $3.18M 0.16% +24,054 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,351 shares; 2024Q4: 42,624 shares; 2025Q1: 43,350 shares; 2025Q2: 44,873 shares; 2025Q3: 47,098 shares; 2025Q4: 50,054 shares; 2026Q1: 50,394 shares 50,394 $2.98M 0.15% +340 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: 26,973 shares; 2024Q4: 29,757 shares; 2025Q1: 34,132 shares; 2025Q2: 36,446 shares; 2025Q3: 34,738 shares; 2025Q4: 32,811 shares; 2026Q1: 32,744 shares 32,744 $2.96M 0.15% -67 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: 4,399 shares; 2024Q4: 16,619 shares; 2025Q1: 22,681 shares; 2025Q2: 25,245 shares; 2025Q3: 44,988 shares; 2025Q4: 50,940 shares; 2026Q1: 58,759 shares 58,759 $2.96M 0.15% +7,819 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: 22,001 shares; 2024Q4: 20,618 shares; 2025Q1: 20,578 shares; 2025Q2: 20,855 shares; 2025Q3: 20,416 shares; 2025Q4: 20,429 shares; 2026Q1: 20,731 shares 20,731 $2.95M 0.15% +302 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,962 shares; 2025Q4: 77,431 shares; 2026Q1: 112,027 shares 112,027 $2.94M 0.15% +34,596 Timeline BBUS 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: 18,891 shares; 2025Q1: 18,981 shares; 2025Q2: 21,851 shares; 2025Q3: 23,475 shares; 2025Q4: 23,763 shares; 2026Q1: 25,085 shares 25,085 $2.94M 0.15% +1,322 Timeline HEFA 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: 94,295 shares; 2024Q4: 106,208 shares; 2025Q1: 109,330 shares; 2025Q2: 105,203 shares; 2025Q3: 73,503 shares; 2025Q4: 70,980 shares; 2026Q1: 68,543 shares 68,543 $2.91M 0.15% -2,437 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: 8,213 shares; 2024Q4: 7,927 shares; 2025Q1: 7,949 shares; 2025Q2: 7,823 shares; 2025Q3: 8,089 shares; 2025Q4: 8,183 shares; 2026Q1: 4,805 shares 4,805 $2.9M 0.15% -3,378 Timeline JMHI 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: 11,710 shares; 2024Q4: 40,865 shares; 2025Q1: 41,556 shares; 2025Q2: 46,197 shares; 2025Q3: 51,261 shares; 2025Q4: 58,405 shares; 2026Q1: 58,270 shares 58,270 $2.9M 0.15% -135 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: 61,568 shares; 2024Q4: 60,255 shares; 2025Q1: 56,577 shares; 2025Q2: 56,751 shares; 2025Q3: 51,739 shares; 2025Q4: 54,866 shares; 2026Q1: 63,567 shares 63,567 $2.9M 0.15% +8,701 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: 15,440 shares; 2024Q4: 13,808 shares; 2025Q1: 13,508 shares; 2025Q2: 16,080 shares; 2025Q3: 15,989 shares; 2025Q4: 15,837 shares; 2026Q1: 15,523 shares 15,523 $2.83M 0.15% -314 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: 26,533 shares; 2024Q4: 28,945 shares; 2025Q1: 25,725 shares; 2025Q2: 13,075 shares; 2025Q3: 10,591 shares; 2025Q4: 21,284 shares; 2026Q1: 21,269 shares 21,269 $2.83M 0.15% -15 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: 2,971 shares; 2024Q4: 3,021 shares; 2025Q1: 3,527 shares; 2025Q2: 4,659 shares; 2025Q3: 6,971 shares; 2025Q4: 9,027 shares; 2026Q1: 10,111 shares 10,111 $2.82M 0.15% +1,084 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: 9,680 shares; 2024Q4: 10,741 shares; 2025Q1: 14,812 shares; 2025Q2: 14,848 shares; 2025Q3: 15,293 shares; 2025Q4: 15,688 shares; 2026Q1: 14,676 shares 14,676 $2.82M 0.15% -1,012 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: 17,880 shares; 2024Q4: 16,132 shares; 2025Q1: 15,840 shares; 2025Q2: 16,113 shares; 2025Q3: 18,417 shares; 2025Q4: 19,623 shares; 2026Q1: 19,355 shares 19,355 $2.8M 0.14% -268 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: 7,101 shares; 2024Q4: 6,757 shares; 2025Q1: 6,362 shares; 2025Q2: 6,326 shares; 2025Q3: 6,032 shares; 2025Q4: 6,028 shares; 2026Q1: 5,632 shares 5,632 $2.79M 0.14% -396 Timeline JMST 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: 24,286 shares; 2024Q4: 12,375 shares; 2025Q1: 9,394 shares; 2025Q2: 12,716 shares; 2025Q3: 21,748 shares; 2025Q4: 49,187 shares; 2026Q1: 54,727 shares 54,727 $2.79M 0.14% +5,540 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 65,062 shares; 2026Q1: 62,909 shares 62,909 $2.78M 0.14% -2,153 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: 62,267 shares; 2024Q4: 51,945 shares; 2025Q1: 50,831 shares; 2025Q2: 50,052 shares; 2025Q3: 49,035 shares; 2025Q4: 48,237 shares; 2026Q1: 46,146 shares 46,146 $2.7M 0.14% -2,091 Timeline GSST 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: 45,676 shares; 2024Q4: 38,146 shares; 2025Q1: 39,519 shares; 2025Q2: 44,430 shares; 2025Q3: 43,861 shares; 2025Q4: 53,037 shares; 2026Q1: 52,283 shares 52,283 $2.64M 0.14% -754 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: 11,643 shares; 2024Q4: 11,895 shares; 2025Q1: 12,407 shares; 2025Q2: 11,556 shares; 2025Q3: 12,023 shares; 2025Q4: 12,713 shares; 2026Q1: 12,604 shares 12,604 $2.61M 0.14% -109 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: 7,592 shares; 2024Q4: 7,423 shares; 2025Q1: 11,340 shares; 2025Q2: 11,761 shares; 2025Q3: 10,744 shares; 2025Q4: 10,280 shares; 2026Q1: 9,538 shares 9,538 $2.58M 0.13% -742 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,012 shares; 2024Q4: 12,490 shares; 2025Q1: 12,478 shares; 2025Q2: 12,502 shares; 2025Q3: 12,420 shares; 2025Q4: 12,346 shares; 2026Q1: 12,318 shares 12,318 $2.57M 0.13% -28 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: 42,826 shares; 2024Q4: 58,343 shares; 2025Q1: 62,947 shares; 2025Q2: 55,979 shares; 2025Q3: 52,698 shares; 2025Q4: 53,547 shares; 2026Q1: 55,084 shares 55,084 $2.51M 0.13% +1,537 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 10,727 shares; 2025Q1: 17,048 shares; 2025Q2: 23,864 shares; 2025Q3: 35,579 shares; 2025Q4: 42,274 shares; 2026Q1: 49,488 shares 49,488 $2.51M 0.13% +7,214 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: 1,829 shares; 2024Q4: 1,859 shares; 2025Q1: 1,927 shares; 2025Q2: 2,190 shares; 2025Q3: 2,051 shares; 2025Q4: 2,895 shares; 2026Q1: 2,869 shares 2,869 $2.5M 0.13% -26 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: 3,198 shares; 2024Q4: 2,357 shares; 2025Q1: 2,436 shares; 2025Q2: 2,425 shares; 2025Q3: 2,312 shares; 2025Q4: 2,411 shares; 2026Q1: 2,723 shares 2,723 $2.5M 0.13% +312 Timeline PAPR 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: 70,262 shares; 2024Q4: 61,162 shares; 2025Q1: 61,104 shares; 2025Q2: 65,124 shares; 2025Q3: 63,709 shares; 2025Q4: 62,686 shares; 2026Q1: 62,686 shares 62,686 $2.49M 0.13% 0 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: 5,355 shares; 2024Q4: 4,667 shares; 2025Q1: 4,831 shares; 2025Q2: 4,786 shares; 2025Q3: 4,899 shares; 2025Q4: 5,003 shares; 2026Q1: 4,986 shares 4,986 $2.49M 0.13% -17 Timeline IWY 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: 7,577 shares; 2024Q4: 7,733 shares; 2025Q1: 8,744 shares; 2025Q2: 9,267 shares; 2025Q3: 9,547 shares; 2025Q4: 9,962 shares; 2026Q1: 9,945 shares 9,945 $2.47M 0.13% -17 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: 36,700 shares; 2024Q4: 40,658 shares; 2025Q1: 40,191 shares; 2025Q2: 46,403 shares; 2025Q3: 47,020 shares; 2025Q4: 49,488 shares; 2026Q1: 50,811 shares 50,811 $2.46M 0.13% +1,323 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: 11,973 shares 11,973 $2.36M 0.12% new 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: 36,222 shares; 2024Q4: 34,807 shares; 2025Q1: 35,286 shares; 2025Q2: 37,314 shares; 2025Q3: 36,843 shares; 2025Q4: 39,418 shares; 2026Q1: 38,664 shares 38,664 $2.34M 0.12% -754 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: 10,160 shares; 2024Q4: 9,389 shares; 2025Q1: 9,409 shares; 2025Q2: 24,845 shares; 2025Q3: 21,358 shares; 2025Q4: 18,660 shares; 2026Q1: 18,134 shares 18,134 $2.29M 0.12% -526 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: 41,072 shares; 2024Q4: 43,765 shares; 2025Q1: 46,540 shares; 2025Q2: 48,053 shares; 2025Q3: 39,923 shares; 2025Q4: 39,542 shares; 2026Q1: 39,501 shares 39,501 $2.23M 0.12% -41 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: 5,349 shares; 2024Q4: 5,484 shares; 2025Q1: 3,379 shares; 2025Q2: 3,134 shares; 2025Q3: 3,543 shares; 2025Q4: 13,344 shares; 2026Q1: 13,817 shares 13,817 $2.23M 0.12% +473 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: 2,240 shares; 2024Q4: 2,216 shares; 2025Q1: 2,114 shares; 2025Q2: 5,873 shares; 2025Q3: 5,184 shares; 2025Q4: 5,374 shares; 2026Q1: 6,251 shares 6,251 $2.2M 0.11% +877 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,519 shares; 2024Q4: 67,567 shares; 2025Q1: 65,108 shares; 2025Q2: 64,494 shares; 2025Q3: 63,210 shares; 2025Q4: 63,746 shares; 2026Q1: 64,880 shares 64,880 $2.2M 0.11% +1,134 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 32,676 shares; 2025Q1: 33,815 shares; 2025Q2: 10,120 shares; 2025Q3: 9,495 shares; 2025Q4: 9,501 shares; 2026Q1: 9,059 shares 9,059 $2.15M 0.11% -442 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 24,880 shares; 2025Q3: 38,219 shares; 2025Q4: 77,507 shares; 2026Q1: 85,555 shares 85,555 $2.12M 0.11% +8,048 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: 6,863 shares; 2024Q4: 6,815 shares; 2025Q1: 7,110 shares; 2025Q2: 6,861 shares; 2025Q3: 6,843 shares; 2025Q4: 7,050 shares; 2026Q1: 6,956 shares 6,956 $2.1M 0.11% -94 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: 8,331 shares; 2024Q4: 11,352 shares; 2025Q1: 11,922 shares; 2025Q2: 14,442 shares; 2025Q3: 15,939 shares; 2025Q4: 22,309 shares; 2026Q1: 29,177 shares 29,177 $2.1M 0.11% +6,868 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: 33,789 shares; 2024Q4: 33,644 shares; 2025Q1: 34,095 shares; 2025Q2: 44,176 shares; 2025Q3: 43,424 shares; 2025Q4: 43,263 shares; 2026Q1: 44,532 shares 44,532 $2.09M 0.11% +1,269 Timeline DFIS 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: 66,051 shares; 2024Q4: 64,512 shares; 2025Q1: 59,129 shares; 2025Q2: 58,970 shares; 2025Q3: 60,366 shares; 2025Q4: 60,792 shares; 2026Q1: 60,815 shares 60,815 $2.05M 0.11% +23 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,218 shares; 2024Q4: 8,823 shares; 2025Q1: 9,778 shares; 2025Q2: 10,322 shares; 2025Q3: 10,264 shares; 2025Q4: 10,870 shares; 2026Q1: 11,228 shares 11,228 $2.04M 0.11% +358 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,706 shares; 2024Q4: 28,143 shares; 2025Q1: 28,670 shares; 2025Q2: 27,765 shares; 2025Q3: 28,206 shares; 2025Q4: 30,405 shares; 2026Q1: 29,749 shares 29,749 $2.03M 0.11% -656 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: 6,926 shares; 2024Q4: 6,314 shares; 2025Q1: 5,794 shares; 2025Q2: 5,804 shares; 2025Q3: 5,579 shares; 2025Q4: 5,549 shares; 2026Q1: 5,656 shares 5,656 $2.02M 0.1% +107 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: 37,251 shares; 2024Q4: 36,728 shares; 2025Q1: 21,059 shares; 2025Q2: 20,490 shares; 2025Q3: 17,675 shares; 2025Q4: 18,956 shares; 2026Q1: 18,973 shares 18,973 $2.01M 0.1% +17 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,937 shares; 2024Q4: 71,763 shares; 2025Q1: 70,553 shares; 2025Q2: 71,214 shares; 2025Q3: 71,609 shares; 2025Q4: 68,065 shares; 2026Q1: 70,841 shares 70,841 $2M 0.1% +2,776 Timeline VONE 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: 6,532 shares; 2024Q4: 6,652 shares; 2025Q1: 7,494 shares; 2025Q2: 8,813 shares; 2025Q3: 9,108 shares; 2025Q4: 8,167 shares; 2026Q1: 6,764 shares 6,764 $2M 0.1% -1,403 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: 17,910 shares; 2024Q4: 17,632 shares; 2025Q1: 17,554 shares; 2025Q2: 16,713 shares; 2025Q3: 16,695 shares; 2025Q4: 17,602 shares; 2026Q1: 21,458 shares 21,458 $1.99M 0.1% +3,856 Timeline VYMI 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: 29,336 shares; 2024Q4: 29,559 shares; 2025Q1: 30,211 shares; 2025Q2: 26,540 shares; 2025Q3: 22,465 shares; 2025Q4: 22,735 shares; 2026Q1: 20,828 shares 20,828 $1.96M 0.1% -1,907 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,033 shares; 2024Q4: 5,019 shares; 2025Q1: 6,931 shares; 2025Q2: 7,053 shares; 2025Q3: 7,058 shares; 2025Q4: 6,964 shares; 2026Q1: 6,534 shares 6,534 $1.95M 0.1% -430 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,445 shares; 2024Q4: 18,652 shares; 2025Q1: 18,570 shares; 2025Q2: 18,708 shares; 2025Q3: 20,418 shares; 2025Q4: 23,593 shares; 2026Q1: 24,351 shares 24,351 $1.95M 0.1% +758 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,563 shares; 2024Q4: 57,657 shares; 2025Q1: 60,576 shares; 2025Q2: 104,610 shares; 2025Q3: 88,210 shares; 2025Q4: 57,696 shares; 2026Q1: 38,496 shares 38,496 $1.92M 0.1% -19,200 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,968 shares; 2024Q4: 5,392 shares; 2025Q1: 5,484 shares; 2025Q2: 5,635 shares; 2025Q3: 5,619 shares; 2025Q4: 5,793 shares; 2026Q1: 5,753 shares 5,753 $1.89M 0.1% -40 Timeline DGT 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: 19,693 shares; 2024Q4: 19,953 shares; 2025Q1: 20,388 shares; 2025Q2: 18,129 shares; 2025Q3: 11,276 shares; 2025Q4: 11,446 shares; 2026Q1: 11,157 shares 11,157 $1.89M 0.1% -289 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: 229,432 shares; 2024Q4: 218,614 shares; 2025Q1: 223,918 shares; 2025Q2: 86,248 shares; 2025Q3: 80,522 shares; 2025Q4: 83,159 shares; 2026Q1: 82,463 shares 82,463 $1.89M 0.1% -696 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 977 shares; 2024Q4: 932 shares; 2025Q1: 920 shares; 2025Q2: 901 shares; 2025Q3: 945 shares; 2025Q4: 1,028 shares; 2026Q1: 1,085 shares 1,085 $1.88M 0.1% +57 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,419 shares; 2024Q4: 161,323 shares; 2025Q1: 163,668 shares; 2025Q2: 48,526 shares; 2025Q3: 44,748 shares; 2025Q4: 42,327 shares; 2026Q1: 40,415 shares 40,415 $1.87M 0.1% -1,912 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: 16,234 shares; 2024Q4: 18,772 shares; 2025Q1: 19,938 shares; 2025Q2: 22,864 shares; 2025Q3: 26,608 shares; 2025Q4: 26,835 shares; 2026Q1: 24,696 shares 24,696 $1.85M 0.1% -2,139 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: 44,937 shares; 2024Q4: 45,687 shares; 2025Q1: 46,468 shares; 2025Q2: 49,122 shares; 2025Q3: 49,122 shares; 2025Q4: 40,065 shares; 2026Q1: 40,065 shares 40,065 $1.85M 0.1% 0 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: 744 shares; 2024Q4: 745 shares; 2025Q1: 848 shares; 2025Q2: 2,201 shares; 2025Q3: 2,227 shares; 2025Q4: 2,440 shares; 2026Q1: 20,374 shares 20,374 $1.81M 0.09% +17,934 Timeline TCAF 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: 36,881 shares; 2024Q4: 37,486 shares; 2025Q1: 37,573 shares; 2025Q2: 39,660 shares; 2025Q3: 45,173 shares; 2025Q4: 50,550 shares; 2026Q1: 49,507 shares 49,507 $1.76M 0.09% -1,043 Timeline PEY 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: 69,044 shares; 2024Q4: 78,860 shares; 2025Q1: 108,264 shares; 2025Q2: 198,020 shares; 2025Q3: 203,803 shares; 2025Q4: 145,499 shares; 2026Q1: 81,804 shares 81,804 $1.75M 0.09% -63,695 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: 20,391 shares; 2024Q4: 7,386 shares; 2025Q1: 8,196 shares; 2025Q2: 8,314 shares; 2025Q3: 8,155 shares; 2025Q4: 8,475 shares; 2026Q1: 8,279 shares 8,279 $1.75M 0.09% -196 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: 16,902 shares; 2024Q4: 15,867 shares; 2025Q1: 15,939 shares; 2025Q2: 18,776 shares; 2025Q3: 19,384 shares; 2025Q4: 15,378 shares; 2026Q1: 11,539 shares 11,539 $1.69M 0.09% -3,839 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: 5,881 shares; 2024Q4: 5,664 shares; 2025Q1: 5,406 shares; 2025Q2: 5,297 shares; 2025Q3: 5,112 shares; 2025Q4: 5,118 shares; 2026Q1: 5,096 shares 5,096 $1.67M 0.09% -22 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,308 shares; 2024Q4: 86,034 shares; 2025Q1: 89,492 shares; 2025Q2: 98,597 shares; 2025Q3: 98,032 shares; 2025Q4: 118,491 shares; 2026Q1: 117,907 shares 117,907 $1.66M 0.09% -584 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: 16,048 shares; 2024Q4: 8,985 shares; 2025Q1: 8,581 shares; 2025Q2: 8,958 shares; 2025Q3: 8,664 shares; 2025Q4: 8,445 shares; 2026Q1: 7,347 shares 7,347 $1.66M 0.09% -1,098 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: 1,647 shares; 2024Q4: 2,063 shares; 2025Q1: 2,049 shares; 2025Q2: 3,332 shares; 2025Q3: 3,926 shares; 2025Q4: 8,548 shares; 2026Q1: 7,722 shares 7,722 $1.66M 0.09% -826 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,988 shares; 2024Q4: 21,562 shares; 2025Q1: 21,628 shares; 2025Q2: 22,358 shares; 2025Q3: 24,593 shares; 2025Q4: 24,679 shares; 2026Q1: 23,030 shares 23,030 $1.64M 0.08% -1,649 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,523 shares; 2024Q4: 9,692 shares; 2025Q1: 10,064 shares; 2025Q2: 27,582 shares; 2025Q3: 35,452 shares; 2025Q4: 37,078 shares; 2026Q1: 41,274 shares 41,274 $1.63M 0.08% +4,196 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: 6,184 shares; 2024Q4: 6,181 shares; 2025Q1: 6,399 shares; 2025Q2: 6,353 shares; 2025Q3: 6,457 shares; 2025Q4: 6,543 shares; 2026Q1: 6,519 shares 6,519 $1.58M 0.08% -24 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,234 shares; 2024Q4: 47,373 shares; 2025Q1: 46,815 shares; 2025Q2: 47,661 shares; 2025Q3: 41,490 shares; 2025Q4: 37,468 shares; 2026Q1: 32,964 shares 32,964 $1.55M 0.08% -4,504 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: 226 shares; 2024Q4: 416 shares; 2025Q1: 8,333 shares; 2025Q2: 8,364 shares; 2025Q3: 9,041 shares; 2025Q4: 14,846 shares; 2026Q1: 14,099 shares 14,099 $1.54M 0.08% -747 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: 6,774 shares; 2024Q4: 8,143 shares; 2025Q1: 8,285 shares; 2025Q2: 7,759 shares; 2025Q3: 6,845 shares; 2025Q4: 30,808 shares; 2026Q1: 33,142 shares 33,142 $1.52M 0.08% +2,334 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,653 shares; 2024Q4: 3,821 shares; 2025Q1: 4,536 shares; 2025Q2: 4,843 shares; 2025Q3: 4,953 shares; 2025Q4: 4,860 shares; 2026Q1: 4,246 shares 4,246 $1.51M 0.08% -614 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: 1,446 shares; 2024Q4: 1,379 shares; 2025Q1: 1,535 shares; 2025Q2: 1,801 shares; 2025Q3: 2,951 shares; 2025Q4: 2,898 shares; 2026Q1: 2,656 shares 2,656 $1.5M 0.08% -242 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: 5,120 shares; 2024Q4: 4,399 shares; 2025Q1: 3,435 shares; 2025Q2: 3,348 shares; 2025Q3: 21,478 shares; 2025Q4: 20,810 shares; 2026Q1: 20,690 shares 20,690 $1.49M 0.08% -120 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,582 shares; 2024Q4: 124,182 shares; 2025Q1: 144,503 shares; 2025Q2: 38,185 shares; 2025Q3: 35,350 shares; 2025Q4: 35,106 shares; 2026Q1: 31,384 shares 31,384 $1.48M 0.08% -3,722 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,604 shares; 2024Q4: 13,851 shares; 2025Q1: 16,723 shares; 2025Q2: 17,178 shares; 2025Q3: 18,072 shares; 2025Q4: 19,036 shares; 2026Q1: 18,544 shares 18,544 $1.47M 0.08% -492 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: 21,293 shares; 2024Q4: 20,013 shares; 2025Q1: 20,863 shares; 2025Q2: 21,605 shares; 2025Q3: 21,128 shares; 2025Q4: 22,400 shares; 2026Q1: 22,289 shares 22,289 $1.47M 0.08% -111 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: 5,759 shares; 2024Q4: 6,416 shares; 2025Q1: 6,674 shares; 2025Q2: 6,515 shares; 2025Q3: 6,251 shares; 2025Q4: 6,112 shares; 2026Q1: 6,212 shares 6,212 $1.47M 0.08% +100 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: 24,525 shares; 2024Q4: 25,841 shares; 2025Q1: 24,687 shares; 2025Q2: 13,804 shares; 2025Q3: 10,639 shares; 2025Q4: 10,369 shares; 2026Q1: 9,963 shares 9,963 $1.46M 0.08% -406 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: 75,061 shares; 2024Q4: 13,229 shares; 2025Q1: 14,421 shares; 2025Q2: 14,096 shares; 2025Q3: 13,083 shares; 2025Q4: 13,063 shares; 2026Q1: 12,903 shares 12,903 $1.46M 0.08% -160 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,971 shares; 2024Q4: 3,749 shares; 2025Q1: 3,753 shares; 2025Q2: 3,323 shares; 2025Q3: 4,854 shares; 2025Q4: 4,992 shares; 2026Q1: 4,670 shares 4,670 $1.45M 0.08% -322 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,803 shares; 2024Q4: 7,574 shares; 2025Q1: 7,943 shares; 2025Q2: 7,977 shares; 2025Q3: 7,900 shares; 2025Q4: 7,931 shares; 2026Q1: 7,859 shares 7,859 $1.45M 0.07% -72 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: 7,718 shares; 2024Q4: 7,840 shares; 2025Q1: 39,393 shares; 2025Q2: 40,195 shares; 2025Q3: 39,357 shares; 2025Q4: 42,836 shares; 2026Q1: 42,529 shares 42,529 $1.43M 0.07% -307 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: 3,047 shares; 2024Q4: 3,030 shares; 2025Q1: 3,033 shares; 2025Q2: 2,884 shares; 2025Q3: 2,825 shares; 2025Q4: 2,608 shares; 2026Q1: 2,582 shares 2,582 $1.42M 0.07% -26 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,425 shares; 2024Q4: 7,107 shares; 2025Q1: 7,107 shares; 2025Q2: 14,781 shares; 2025Q3: 15,510 shares; 2025Q4: 19,302 shares; 2026Q1: 29,974 shares 29,974 $1.41M 0.07% +10,672 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: 617 shares; 2024Q4: 6,618 shares; 2025Q1: 6,616 shares; 2025Q2: 6,622 shares; 2025Q3: 6,532 shares; 2025Q4: 6,569 shares; 2026Q1: 6,575 shares 6,575 $1.4M 0.07% +6 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,436 shares; 2024Q4: 21,515 shares; 2025Q1: 21,749 shares; 2025Q2: 20,725 shares; 2025Q3: 19,935 shares; 2025Q4: 19,955 shares; 2026Q1: 20,211 shares 20,211 $1.4M 0.07% +256 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: 53,006 shares; 2024Q4: 156,826 shares; 2025Q1: 117,084 shares; 2025Q2: 75,277 shares; 2025Q3: 51,701 shares; 2025Q4: 49,456 shares; 2026Q1: 50,175 shares 50,175 $1.4M 0.07% +719 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: 15,997 shares; 2024Q4: 16,214 shares; 2025Q1: 16,265 shares; 2025Q2: 15,740 shares; 2025Q3: 16,964 shares; 2025Q4: 17,813 shares; 2026Q1: 17,697 shares 17,697 $1.37M 0.07% -116 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: 23,612 shares; 2024Q4: 24,083 shares; 2025Q1: 24,646 shares; 2025Q2: 25,278 shares; 2025Q3: 25,610 shares; 2025Q4: 27,010 shares; 2026Q1: 27,956 shares 27,956 $1.37M 0.07% +946 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: 7,276 shares; 2024Q4: 7,609 shares; 2025Q1: 7,659 shares; 2025Q2: 7,021 shares; 2025Q3: 7,047 shares; 2025Q4: 6,416 shares; 2026Q1: 6,679 shares 6,679 $1.36M 0.07% +263 Timeline VONG 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: 3,312 shares; 2024Q4: 5,055 shares; 2025Q1: 5,080 shares; 2025Q2: 14,613 shares; 2025Q3: 14,623 shares; 2025Q4: 14,583 shares; 2026Q1: 12,351 shares 12,351 $1.35M 0.07% -2,232 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: 6,467 shares; 2024Q4: 5,653 shares; 2025Q1: 6,246 shares; 2025Q2: 6,182 shares; 2025Q3: 6,083 shares; 2025Q4: 6,386 shares; 2026Q1: 6,198 shares 6,198 $1.35M 0.07% -188 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: 18,539 shares; 2024Q4: 12,744 shares; 2025Q1: 15,037 shares; 2025Q2: 16,635 shares; 2025Q3: 18,086 shares; 2025Q4: 18,004 shares; 2026Q1: 16,819 shares 16,819 $1.34M 0.07% -1,185 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,617 shares; 2024Q4: 102,525 shares; 2025Q1: 107,570 shares; 2025Q2: 25,697 shares; 2025Q3: 24,085 shares; 2025Q4: 22,568 shares; 2026Q1: 20,894 shares 20,894 $1.31M 0.07% -1,674 Timeline PSEP 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: 17,431 shares; 2024Q4: 16,516 shares; 2025Q1: 18,234 shares; 2025Q2: 18,234 shares; 2025Q3: 30,670 shares; 2025Q4: 30,670 shares; 2026Q1: 30,144 shares 30,144 $1.3M 0.07% -526 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: 28,902 shares; 2024Q4: 17,515 shares; 2025Q1: 15,921 shares; 2025Q2: 14,006 shares; 2025Q3: 11,942 shares; 2025Q4: 11,296 shares; 2026Q1: 10,700 shares 10,700 $1.29M 0.07% -596 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,356 shares; 2025Q1: 1,473 shares; 2025Q2: 1,674 shares; 2025Q3: 2,199 shares; 2025Q4: 2,268 shares; 2026Q1: 2,864 shares 2,864 $1.28M 0.07% +596 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: 49,583 shares; 2024Q4: 8,414 shares; 2025Q1: 9,907 shares; 2025Q2: 9,591 shares; 2025Q3: 8,501 shares; 2025Q4: 8,623 shares; 2026Q1: 8,464 shares 8,464 $1.25M 0.06% -159 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,639 shares; 2024Q4: 6,179 shares; 2025Q1: 6,002 shares; 2025Q2: 6,099 shares; 2025Q3: 5,983 shares; 2025Q4: 6,047 shares; 2026Q1: 5,978 shares 5,978 $1.24M 0.06% -69 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: 12,873 shares; 2024Q4: 12,131 shares; 2025Q1: 12,200 shares; 2025Q2: 11,206 shares; 2025Q3: 15,958 shares; 2025Q4: 16,611 shares; 2026Q1: 16,163 shares 16,163 $1.23M 0.06% -448 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: 14,887 shares; 2024Q4: 59,835 shares; 2025Q1: 41,259 shares; 2025Q2: 35,707 shares; 2025Q3: 40,687 shares; 2025Q4: 40,974 shares; 2026Q1: 42,075 shares 42,075 $1.23M 0.06% +1,101 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: 53,480 shares; 2024Q4: 46,159 shares; 2025Q1: 41,406 shares; 2025Q2: 38,115 shares; 2025Q3: 29,394 shares; 2025Q4: 29,326 shares; 2026Q1: 24,322 shares 24,322 $1.22M 0.06% -5,004 Timeline GDX 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: 5,658 shares; 2024Q4: 6,833 shares; 2025Q1: 7,288 shares; 2025Q2: 10,872 shares; 2025Q3: 13,017 shares; 2025Q4: 13,274 shares; 2026Q1: 13,299 shares 13,299 $1.22M 0.06% +25 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,557 shares; 2024Q4: 32,173 shares; 2025Q1: 29,961 shares; 2025Q2: 28,478 shares; 2025Q3: 27,951 shares; 2025Q4: 26,543 shares; 2026Q1: 25,838 shares 25,838 $1.22M 0.06% -705 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: 7,294 shares; 2024Q4: 7,949 shares; 2025Q1: 9,522 shares; 2025Q2: 10,389 shares; 2025Q3: 10,619 shares; 2025Q4: 13,003 shares; 2026Q1: 12,570 shares 12,570 $1.21M 0.06% -433 Timeline NAPR 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: 26,757 shares; 2024Q4: 26,351 shares; 2025Q1: 23,630 shares; 2025Q2: 23,370 shares; 2025Q3: 22,166 shares; 2025Q4: 22,166 shares; 2026Q1: 22,166 shares 22,166 $1.21M 0.06% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,215 shares; 2025Q1: 5,324 shares; 2025Q2: 5,559 shares; 2025Q3: 5,390 shares; 2025Q4: 5,729 shares; 2026Q1: 5,682 shares 5,682 $1.21M 0.06% -47 Timeline GJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 29,965 shares; 2025Q2: 29,965 shares; 2025Q3: 29,965 shares; 2025Q4: 29,965 shares; 2026Q1: 29,965 shares 29,965 $1.18M 0.06% 0 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: 11,790 shares; 2024Q4: 8,361 shares; 2025Q1: 7,049 shares; 2025Q2: 7,063 shares; 2025Q3: 7,875 shares; 2025Q4: 8,695 shares; 2026Q1: 9,456 shares 9,456 $1.18M 0.06% +761 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: 3,703 shares; 2024Q4: 3,644 shares; 2025Q1: 3,656 shares; 2025Q2: 3,563 shares; 2025Q3: 3,387 shares; 2025Q4: 3,383 shares; 2026Q1: 3,398 shares 3,398 $1.17M 0.06% +15 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: 8,861 shares; 2024Q4: 8,652 shares; 2025Q1: 8,480 shares; 2025Q2: 8,265 shares; 2025Q3: 7,727 shares; 2025Q4: 7,816 shares; 2026Q1: 7,482 shares 7,482 $1.16M 0.06% -334 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: 5,359 shares; 2024Q4: 5,759 shares; 2025Q1: 5,563 shares; 2025Q2: 5,432 shares; 2025Q3: 5,478 shares; 2025Q4: 5,483 shares; 2026Q1: 5,575 shares 5,575 $1.16M 0.06% +92 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: 8,844 shares; 2024Q4: 9,863 shares; 2025Q1: 10,247 shares; 2025Q2: 11,391 shares; 2025Q3: 10,246 shares; 2025Q4: 10,527 shares; 2026Q1: 11,616 shares 11,616 $1.14M 0.06% +1,089 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: 7,862 shares; 2024Q4: 7,033 shares; 2025Q1: 6,739 shares; 2025Q2: 6,205 shares; 2025Q3: 6,084 shares; 2025Q4: 6,635 shares; 2026Q1: 8,326 shares 8,326 $1.13M 0.06% +1,691 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 3,550 shares; 2025Q1: 3,550 shares; 2025Q2: 6,300 shares; 2025Q3: 13,875 shares; 2025Q4: 28,290 shares; 2026Q1: 31,579 shares 31,579 $1.12M 0.06% +3,289 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: 783 shares; 2024Q4: 755 shares; 2025Q1: 1,125 shares; 2025Q2: 1,369 shares; 2025Q3: 1,556 shares; 2025Q4: 1,621 shares; 2026Q1: 1,317 shares 1,317 $1.11M 0.06% -304 Timeline IHI 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: 6,094 shares; 2024Q4: 4,918 shares; 2025Q1: 4,876 shares; 2025Q2: 4,602 shares; 2025Q3: 4,357 shares; 2025Q4: 21,527 shares; 2026Q1: 20,852 shares 20,852 $1.11M 0.06% -675 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: 2,504 shares; 2024Q4: 1,431 shares; 2025Q1: 1,408 shares; 2025Q2: 1,421 shares; 2025Q3: 1,407 shares; 2025Q4: 1,242 shares; 2026Q1: 1,221 shares 1,221 $1.09M 0.06% -21 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: 42,800 shares; 2024Q4: 83,479 shares; 2025Q1: 47,333 shares; 2025Q2: 30,637 shares; 2025Q3: 33,715 shares; 2025Q4: 36,699 shares; 2026Q1: 36,953 shares 36,953 $1.07M 0.06% +254 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: 701 shares; 2024Q4: 1,302 shares; 2025Q1: 1,304 shares; 2025Q2: 956 shares; 2025Q3: 958 shares; 2025Q4: 6,166 shares; 2026Q1: 9,470 shares 9,470 $1.06M 0.05% +3,304 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,502 shares; 2024Q4: 5,382 shares; 2025Q1: 5,580 shares; 2025Q2: 5,712 shares; 2025Q3: 5,849 shares; 2025Q4: 6,123 shares; 2026Q1: 6,161 shares 6,161 $1.05M 0.05% +38 Timeline FBCV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,951 shares; 2025Q3: 8,187 shares; 2025Q4: 26,350 shares; 2026Q1: 28,981 shares 28,981 $1.04M 0.05% +2,631 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,735 shares; 2025Q2: 6,965 shares; 2025Q3: 8,745 shares; 2025Q4: 8,770 shares; 2026Q1: 8,797 shares 8,797 $1.04M 0.05% +27 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: 3,407 shares; 2024Q4: 3,407 shares; 2025Q1: 3,145 shares; 2025Q2: 13,388 shares; 2025Q3: 13,429 shares; 2025Q4: 13,586 shares; 2026Q1: 10,965 shares 10,965 $1.03M 0.05% -2,621 Timeline AESR TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,712 shares; 2025Q2: 68,024 shares; 2025Q3: 51,990 shares; 2025Q4: 60,329 shares; 2026Q1: 61,127 shares 61,127 $1.02M 0.05% +798 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: 11,941 shares; 2024Q4: 10,415 shares; 2025Q1: 8,998 shares; 2025Q2: 6,789 shares; 2025Q3: 9,011 shares; 2025Q4: 8,841 shares; 2026Q1: 10,627 shares 10,627 $1.02M 0.05% +1,786 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: 9,163 shares; 2024Q4: 8,834 shares; 2025Q1: 9,673 shares; 2025Q2: 9,746 shares; 2025Q3: 9,832 shares; 2025Q4: 9,611 shares; 2026Q1: 8,931 shares 8,931 $1.01M 0.05% -680 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: 29,708 shares; 2024Q4: 29,708 shares; 2025Q1: 29,708 shares; 2025Q2: 29,708 shares; 2025Q3: 29,708 shares; 2025Q4: 29,708 shares; 2026Q1: 29,714 shares 29,714 $1.01M 0.05% +6 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: 1,090 shares; 2024Q4: 1,003 shares; 2025Q1: 1,073 shares; 2025Q2: 1,344 shares; 2025Q3: 1,454 shares; 2025Q4: 14,291 shares; 2026Q1: 10,482 shares 10,482 $1.01M 0.05% -3,809 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,411 shares; 2024Q4: 73,442 shares; 2025Q1: 103,644 shares; 2025Q2: 97,742 shares; 2025Q3: 78,956 shares; 2025Q4: 79,923 shares; 2026Q1: 45,099 shares 45,099 $1.01M 0.05% -34,824 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,282 shares; 2024Q4: 21,035 shares; 2025Q1: 19,788 shares; 2025Q2: 18,316 shares; 2025Q3: 18,172 shares; 2025Q4: 18,458 shares; 2026Q1: 17,971 shares 17,971 $992K 0.05% -487 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: 3,255 shares; 2024Q4: 3,377 shares; 2025Q1: 3,475 shares; 2025Q2: 3,472 shares; 2025Q3: 2,978 shares; 2025Q4: 2,739 shares; 2026Q1: 2,525 shares 2,525 $989K 0.05% -214 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,039 shares; 2024Q4: 823 shares; 2025Q1: 823 shares; 2025Q2: 819 shares; 2025Q3: 812 shares; 2025Q4: 857 shares; 2026Q1: 853 shares 853 $989K 0.05% -4 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,222 shares; 2024Q4: 21,248 shares; 2025Q1: 23,770 shares; 2025Q2: 22,377 shares; 2025Q3: 18,923 shares; 2025Q4: 19,281 shares; 2026Q1: 19,279 shares 19,279 $963K 0.05% -2 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,602 shares; 2024Q4: 60,646 shares; 2025Q1: 61,953 shares; 2025Q2: 11,533 shares; 2025Q3: 10,361 shares; 2025Q4: 10,102 shares; 2026Q1: 9,843 shares 9,843 $952K 0.05% -259 Timeline MLPA 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: 1,921 shares; 2025Q2: 1,942 shares; 2025Q3: 1,628 shares; 2025Q4: 17,114 shares; 2026Q1: 17,509 shares 17,509 $943K 0.05% +395 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,153 shares; 2024Q4: 19,230 shares; 2025Q1: 19,652 shares; 2025Q2: 15,293 shares; 2025Q3: 12,254 shares; 2025Q4: 12,282 shares; 2026Q1: 11,951 shares 11,951 $941K 0.05% -331 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: 7,973 shares; 2024Q4: 7,389 shares; 2025Q1: 8,379 shares; 2025Q2: 8,605 shares; 2025Q3: 6,596 shares; 2025Q4: 13,689 shares; 2026Q1: 15,330 shares 15,330 $939K 0.05% +1,641 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: 8,046 shares; 2024Q4: 12,694 shares; 2025Q1: 9,794 shares; 2025Q2: 8,441 shares; 2025Q3: 8,836 shares; 2025Q4: 8,901 shares; 2026Q1: 8,154 shares 8,154 $938K 0.05% -747 Timeline EMB 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: 17,786 shares; 2024Q4: 15,255 shares; 2025Q1: 18,099 shares; 2025Q2: 11,046 shares; 2025Q3: 10,524 shares; 2025Q4: 10,795 shares; 2026Q1: 9,858 shares 9,858 $926K 0.05% -937 Timeline FNDF 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: 35,023 shares; 2024Q4: 38,498 shares; 2025Q1: 40,634 shares; 2025Q2: 28,835 shares; 2025Q3: 17,667 shares; 2025Q4: 18,700 shares; 2026Q1: 18,879 shares 18,879 $924K 0.05% +179 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: 56,812 shares; 2024Q4: 47,816 shares; 2025Q1: 46,212 shares; 2025Q2: 20,224 shares; 2025Q3: 19,486 shares; 2025Q4: 19,912 shares; 2026Q1: 18,856 shares 18,856 $919K 0.05% -1,056 Timeline ZNOV 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: 38,535 shares; 2025Q2: 34,521 shares; 2025Q3: 34,521 shares; 2025Q4: 34,521 shares; 2026Q1: 34,521 shares 34,521 $917K 0.05% 0 Timeline PDEC 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: 19,998 shares; 2024Q4: 19,170 shares; 2025Q1: 18,789 shares; 2025Q2: 18,789 shares; 2025Q3: 17,196 shares; 2025Q4: 21,264 shares; 2026Q1: 21,264 shares 21,264 $904K 0.05% 0 Timeline IWO 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: 10,214 shares; 2024Q4: 10,798 shares; 2025Q1: 10,638 shares; 2025Q2: 3,100 shares; 2025Q3: 2,808 shares; 2025Q4: 2,985 shares; 2026Q1: 2,876 shares 2,876 $902K 0.05% -109 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,860 shares; 2024Q4: 52,030 shares; 2025Q1: 39,730 shares; 2025Q2: 29,251 shares; 2025Q3: 30,533 shares; 2025Q4: 29,193 shares; 2026Q1: 29,448 shares 29,448 $898K 0.05% +255 Timeline KBWB 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: 13,512 shares; 2025Q2: 13,339 shares; 2025Q3: 15,035 shares; 2025Q4: 11,522 shares; 2026Q1: 11,324 shares 11,324 $896K 0.05% -198 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: 3,095 shares; 2024Q4: 2,533 shares; 2025Q1: 2,570 shares; 2025Q2: 2,385 shares; 2025Q3: 2,240 shares; 2025Q4: 2,248 shares; 2026Q1: 2,106 shares 2,106 $896K 0.05% -142 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: 350 shares; 2024Q4: 148 shares; 2025Q1: 921 shares; 2025Q2: 693 shares; 2025Q3: 973 shares; 2025Q4: 852 shares; 2026Q1: 3,573 shares 3,573 $895K 0.05% +2,721 Timeline JIRE 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: 4,030 shares; 2025Q1: 4,176 shares; 2025Q2: 5,609 shares; 2025Q3: 10,578 shares; 2025Q4: 11,124 shares; 2026Q1: 11,729 shares 11,729 $888K 0.05% +605 Timeline DFSU 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: 9,933 shares; 2024Q4: 14,890 shares; 2025Q1: 19,696 shares; 2025Q2: 31,741 shares; 2025Q3: 26,335 shares; 2025Q4: 26,876 shares; 2026Q1: 21,417 shares 21,417 $880K 0.05% -5,459 Timeline IJK 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: 10,530 shares; 2024Q4: 10,347 shares; 2025Q1: 10,415 shares; 2025Q2: 10,160 shares; 2025Q3: 8,972 shares; 2025Q4: 9,175 shares; 2026Q1: 8,740 shares 8,740 $879K 0.05% -435 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: 45,276 shares; 2024Q4: 43,271 shares; 2025Q1: 46,612 shares; 2025Q2: 42,415 shares; 2025Q3: 35,653 shares; 2025Q4: 37,835 shares; 2026Q1: 31,225 shares 31,225 $877K 0.05% -6,610 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: 3,901 shares; 2024Q4: 4,776 shares; 2025Q1: 5,340 shares; 2025Q2: 5,221 shares; 2025Q3: 5,110 shares; 2025Q4: 5,281 shares; 2026Q1: 5,287 shares 5,287 $870K 0.05% +6 Timeline ALBEMARLE CORP ALBEMARLE CORP More: the full row for ALBEMARLE 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: 11,958 shares; 2025Q4: 11,798 shares; 2026Q1: 12,109 shares 12,109 $870K 0.05% +311 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: 8,306 shares; 2024Q4: 8,286 shares; 2025Q1: 12,485 shares; 2025Q2: 12,342 shares; 2025Q3: 12,196 shares; 2025Q4: 12,211 shares; 2026Q1: 12,164 shares 12,164 $863K 0.04% -47 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: 5,250 shares; 2024Q4: 5,943 shares; 2025Q1: 6,752 shares; 2025Q2: 6,611 shares; 2025Q3: 6,385 shares; 2025Q4: 6,615 shares; 2026Q1: 6,583 shares 6,583 $862K 0.04% -32 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,525 shares; 2024Q4: 19,860 shares; 2025Q1: 23,613 shares; 2025Q2: 26,743 shares; 2025Q3: 29,063 shares; 2025Q4: 31,162 shares; 2026Q1: 29,723 shares 29,723 $862K 0.04% -1,439 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: 3,303 shares; 2024Q4: 3,279 shares; 2025Q1: 3,278 shares; 2025Q2: 3,081 shares; 2025Q3: 3,036 shares; 2025Q4: 2,860 shares; 2026Q1: 2,666 shares 2,666 $855K 0.04% -194 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: 11,970 shares; 2024Q4: 12,171 shares; 2025Q1: 15,122 shares; 2025Q2: 17,772 shares; 2025Q3: 19,357 shares; 2025Q4: 23,038 shares; 2026Q1: 23,144 shares 23,144 $849K 0.04% +106 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,883 shares; 2024Q4: 6,090 shares; 2025Q1: 6,235 shares; 2025Q2: 6,016 shares; 2025Q3: 11,421 shares; 2025Q4: 11,899 shares; 2026Q1: 12,723 shares 12,723 $836K 0.04% +824 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,100 shares; 2024Q4: 46,888 shares; 2025Q1: 15,488 shares; 2025Q2: 13,313 shares; 2025Q3: 21,313 shares; 2025Q4: 13,733 shares; 2026Q1: 16,739 shares 16,739 $835K 0.04% +3,006 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,635 shares; 2024Q4: 56,960 shares; 2025Q1: 61,560 shares; 2025Q2: 63,810 shares; 2025Q3: 58,710 shares; 2025Q4: 57,660 shares; 2026Q1: 58,025 shares 58,025 $833K 0.04% +365 Timeline MPB MID PENN BANCORP INC More: the full row for MID PENN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,866 shares; 2024Q4: 25,866 shares; 2025Q1: 25,866 shares; 2025Q2: 25,866 shares; 2025Q3: 25,866 shares; 2025Q4: 25,866 shares; 2026Q1: 25,866 shares 25,866 $832K 0.04% 0 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: 26,025 shares; 2024Q4: 28,122 shares; 2025Q1: 28,073 shares; 2025Q2: 32,455 shares; 2025Q3: 32,364 shares; 2025Q4: 32,332 shares; 2026Q1: 32,263 shares 32,263 $827K 0.04% -69 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,474 shares; 2024Q4: 6,036 shares; 2025Q1: 6,699 shares; 2025Q2: 7,578 shares; 2025Q3: 9,803 shares; 2025Q4: 10,007 shares; 2026Q1: 8,796 shares 8,796 $816K 0.04% -1,211 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: 2,781 shares; 2024Q4: 4,247 shares; 2025Q1: 4,211 shares; 2025Q2: 4,644 shares; 2025Q3: 4,233 shares; 2025Q4: 4,108 shares; 2026Q1: 3,802 shares 3,802 $812K 0.04% -306 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,164 shares; 2024Q4: 3,167 shares; 2025Q1: 3,067 shares; 2025Q2: 2,967 shares; 2025Q3: 2,967 shares; 2025Q4: 2,879 shares; 2026Q1: 2,883 shares 2,883 $810K 0.04% +4 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: 10,792 shares; 2024Q4: 32,439 shares; 2025Q1: 32,915 shares; 2025Q2: 32,944 shares; 2025Q3: 33,212 shares; 2025Q4: 31,933 shares; 2026Q1: 31,824 shares 31,824 $799K 0.04% -109 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: 13,567 shares; 2024Q4: 14,282 shares; 2025Q1: 12,082 shares; 2025Q2: 14,093 shares; 2025Q3: 16,066 shares; 2025Q4: 16,093 shares; 2026Q1: 15,887 shares 15,887 $784K 0.04% -206 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: 8,426 shares; 2024Q4: 8,956 shares; 2025Q1: 13,755 shares; 2025Q2: 17,163 shares; 2025Q3: 17,160 shares; 2025Q4: 17,128 shares; 2026Q1: 17,067 shares 17,067 $774K 0.04% -61 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: 1,900 shares; 2024Q4: 1,883 shares; 2025Q1: 1,872 shares; 2025Q2: 2,376 shares; 2025Q3: 2,447 shares; 2025Q4: 2,351 shares; 2026Q1: 2,345 shares 2,345 $764K 0.04% -6 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: 3,276 shares; 2024Q4: 1,933 shares; 2025Q1: 1,906 shares; 2025Q2: 1,958 shares; 2025Q3: 2,317 shares; 2025Q4: 2,174 shares; 2026Q1: 2,222 shares 2,222 $759K 0.04% +48 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,634 shares; 2024Q4: 1,634 shares; 2025Q1: 1,635 shares; 2025Q2: 1,485 shares; 2025Q3: 1,430 shares; 2025Q4: 1,558 shares; 2026Q1: 1,450 shares 1,450 $756K 0.04% -108 Timeline BUFF 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: 10,876 shares; 2024Q4: 11,076 shares; 2025Q1: 11,076 shares; 2025Q2: 9,837 shares; 2025Q3: 10,157 shares; 2025Q4: 9,698 shares; 2026Q1: 15,288 shares 15,288 $755K 0.04% +5,590 Timeline CGIE CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 614 shares; 2024Q4: 7,296 shares; 2025Q1: 11,304 shares; 2025Q2: 16,636 shares; 2025Q3: 23,680 shares; 2025Q4: 23,612 shares; 2026Q1: 22,231 shares 22,231 $752K 0.04% -1,381 Timeline UFEB 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: 50 shares; 2024Q4: 45 shares; 2025Q1: 20,615 shares; 2025Q2: 20,570 shares; 2025Q3: 20,570 shares; 2025Q4: 20,570 shares; 2026Q1: 20,570 shares 20,570 $747K 0.04% 0 Timeline THYF 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: 9,821 shares; 2024Q4: 10,728 shares; 2025Q1: 12,989 shares; 2025Q2: 14,295 shares; 2025Q3: 14,813 shares; 2025Q4: 15,540 shares; 2026Q1: 14,611 shares 14,611 $745K 0.04% -929 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: 6,891 shares; 2024Q4: 5,451 shares; 2025Q1: 8,469 shares; 2025Q2: 8,237 shares; 2025Q3: 7,922 shares; 2025Q4: 8,452 shares; 2026Q1: 8,456 shares 8,456 $733K 0.04% +4 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,464 shares; 2025Q1: 2,422 shares; 2025Q2: 2,422 shares; 2025Q3: 2,416 shares; 2025Q4: 2,322 shares; 2026Q1: 2,398 shares 2,398 $725K 0.04% +76 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: 25,824 shares; 2024Q4: 23,969 shares; 2025Q1: 26,793 shares; 2025Q2: 10,382 shares; 2025Q3: 10,391 shares; 2025Q4: 10,013 shares; 2026Q1: 9,077 shares 9,077 $722K 0.04% -936 Timeline PNOV 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: 2,882 shares; 2024Q4: 2,469 shares; 2025Q1: 2,219 shares; 2025Q2: 2,819 shares; 2025Q3: 2,069 shares; 2025Q4: 17,674 shares; 2026Q1: 17,674 shares 17,674 $722K 0.04% 0 Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,783 shares; 2024Q4: 7,263 shares; 2025Q1: 7,263 shares; 2025Q2: 6,863 shares; 2025Q3: 6,863 shares; 2025Q4: 6,863 shares; 2026Q1: 6,775 shares 6,775 $719K 0.04% -88 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,401 shares; 2024Q4: 3,469 shares; 2025Q1: 3,661 shares; 2025Q2: 4,239 shares; 2025Q3: 4,301 shares; 2025Q4: 3,779 shares; 2026Q1: 4,046 shares 4,046 $706K 0.04% +267 Timeline ESGU 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: 21,845 shares; 2024Q4: 3,599 shares; 2025Q1: 3,914 shares; 2025Q2: 3,495 shares; 2025Q3: 3,657 shares; 2025Q4: 3,899 shares; 2026Q1: 4,963 shares 4,963 $702K 0.04% +1,064 Timeline IWS 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: 16,687 shares; 2024Q4: 18,286 shares; 2025Q1: 18,453 shares; 2025Q2: 5,648 shares; 2025Q3: 5,188 shares; 2025Q4: 4,925 shares; 2026Q1: 4,798 shares 4,798 $699K 0.04% -127 Timeline ZJUL 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: 16,608 shares; 2024Q4: 20,341 shares; 2025Q1: 20,341 shares; 2025Q2: 20,341 shares; 2025Q3: 23,891 shares; 2025Q4: 23,891 shares; 2026Q1: 23,891 shares 23,891 $695K 0.04% 0 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: 15,418 shares; 2024Q4: 14,120 shares; 2025Q1: 13,993 shares; 2025Q2: 12,283 shares; 2025Q3: 7,347 shares; 2025Q4: 5,916 shares; 2026Q1: 4,412 shares 4,412 $694K 0.04% -1,504 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: 146,784 shares; 2024Q4: 123,701 shares; 2025Q1: 95,622 shares; 2025Q2: 46,220 shares; 2025Q3: 14,456 shares; 2025Q4: 13,327 shares; 2026Q1: 16,796 shares 16,796 $689K 0.04% +3,469 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: 3,802 shares; 2024Q4: 3,802 shares; 2025Q1: 6,797 shares; 2025Q2: 13,460 shares; 2025Q3: 7,381 shares; 2025Q4: 6,850 shares; 2026Q1: 6,839 shares 6,839 $688K 0.04% -11 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,277 shares; 2025Q1: 20,355 shares; 2025Q2: 22,249 shares; 2025Q3: 25,139 shares; 2025Q4: 27,168 shares; 2026Q1: 34,582 shares 34,582 $687K 0.04% +7,414 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: 2,857 shares; 2024Q4: 2,143 shares; 2025Q1: 1,955 shares; 2025Q2: 2,538 shares; 2025Q3: 2,253 shares; 2025Q4: 2,191 shares; 2026Q1: 2,033 shares 2,033 $687K 0.04% -158 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 6,540 shares; 2025Q1: 7,065 shares; 2025Q2: 8,553 shares; 2025Q3: 9,598 shares; 2025Q4: 12,834 shares; 2026Q1: 14,007 shares 14,007 $683K 0.04% +1,173 Timeline VOT 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: 1,699 shares; 2024Q4: 2,245 shares; 2025Q1: 2,226 shares; 2025Q2: 2,226 shares; 2025Q3: 2,226 shares; 2025Q4: 2,272 shares; 2026Q1: 2,643 shares 2,643 $680K 0.04% +371 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: 305 shares; 2024Q4: 142 shares; 2025Q1: 595 shares; 2025Q2: 574 shares; 2025Q3: 559 shares; 2025Q4: 3,375 shares; 2026Q1: 2,288 shares 2,288 $678K 0.04% -1,087 Timeline SCMB 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: 15,429 shares; 2024Q4: 32,128 shares; 2025Q1: 32,128 shares; 2025Q2: 32,128 shares; 2025Q3: 28,898 shares; 2025Q4: 27,698 shares; 2026Q1: 26,528 shares 26,528 $676K 0.03% -1,170 Timeline TBUX 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: 8,956 shares; 2024Q4: 11,828 shares; 2025Q1: 16,933 shares; 2025Q2: 17,678 shares; 2025Q3: 16,776 shares; 2025Q4: 13,434 shares; 2026Q1: 13,506 shares 13,506 $672K 0.03% +72 Timeline AOA 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: 11,217 shares; 2024Q4: 8,719 shares; 2025Q1: 8,820 shares; 2025Q2: 9,323 shares; 2025Q3: 8,761 shares; 2025Q4: 8,095 shares; 2026Q1: 7,569 shares 7,569 $670K 0.03% -526 Timeline IAPR 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: 20,933 shares; 2024Q4: 20,933 shares; 2025Q1: 21,114 shares; 2025Q2: 21,114 shares; 2025Q3: 21,114 shares; 2025Q4: 21,114 shares; 2026Q1: 21,114 shares 21,114 $669K 0.03% 0 Timeline HFSI HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,750 shares; 2026Q1: 19,159 shares 19,159 $665K 0.03% +409 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: 111,572 shares; 2024Q4: 12,305 shares; 2025Q1: 14,955 shares; 2025Q2: 15,263 shares; 2025Q3: 12,953 shares; 2025Q4: 14,432 shares; 2026Q1: 14,378 shares 14,378 $664K 0.03% -54 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,625 shares; 2025Q1: 4,160 shares; 2025Q2: 4,550 shares; 2025Q3: 5,939 shares; 2025Q4: 15,631 shares; 2026Q1: 9,638 shares 9,638 $657K 0.03% -5,993 Timeline NNOV 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: 25,633 shares; 2026Q1: 23,521 shares 23,521 $655K 0.03% -2,112 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 697 shares; 2025Q1: 697 shares; 2025Q2: 703 shares; 2025Q3: 2,436 shares; 2025Q4: 3,013 shares; 2026Q1: 4,459 shares 4,459 $652K 0.03% +1,446 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: 1,180 shares; 2024Q4: 1,175 shares; 2025Q1: 1,454 shares; 2025Q2: 1,328 shares; 2025Q3: 1,548 shares; 2025Q4: 2,109 shares; 2026Q1: 2,286 shares 2,286 $649K 0.03% +177 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,145 shares; 2024Q4: 11,766 shares; 2025Q1: 12,751 shares; 2025Q2: 27,360 shares; 2025Q3: 19,297 shares; 2025Q4: 24,383 shares; 2026Q1: 28,384 shares 28,384 $638K 0.03% +4,001 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: 5,172 shares; 2024Q4: 5,157 shares; 2025Q1: 6,898 shares; 2025Q2: 7,613 shares; 2025Q3: 7,619 shares; 2025Q4: 7,434 shares; 2026Q1: 6,333 shares 6,333 $634K 0.03% -1,101 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,758 shares; 2024Q4: 7,203 shares; 2025Q1: 6,683 shares; 2025Q2: 6,533 shares; 2025Q3: 6,094 shares; 2025Q4: 6,088 shares; 2026Q1: 5,354 shares 5,354 $630K 0.03% -734 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: 17,558 shares; 2024Q4: 17,158 shares; 2025Q1: 17,194 shares; 2025Q2: 17,158 shares; 2025Q3: 17,158 shares; 2025Q4: 17,167 shares; 2026Q1: 17,158 shares 17,158 $622K 0.03% -9 Timeline BYLD 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: 17,585 shares; 2024Q4: 16,739 shares; 2025Q1: 19,661 shares; 2025Q2: 27,229 shares; 2025Q3: 27,263 shares; 2025Q4: 27,307 shares; 2026Q1: 27,330 shares 27,330 $616K 0.03% +23 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: 5,580 shares; 2024Q4: 4,381 shares; 2025Q1: 5,651 shares; 2025Q2: 6,267 shares; 2025Q3: 5,400 shares; 2025Q4: 4,146 shares; 2026Q1: 4,922 shares 4,922 $614K 0.03% +776 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: 204 shares; 2024Q4: 293 shares; 2025Q1: 342 shares; 2025Q2: 374 shares; 2025Q3: 456 shares; 2025Q4: 460 shares; 2026Q1: 462 shares 462 $610K 0.03% +2 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,159 shares; 2024Q4: 9,342 shares; 2025Q1: 10,231 shares; 2025Q2: 10,363 shares; 2025Q3: 10,852 shares; 2025Q4: 11,163 shares; 2026Q1: 9,451 shares 9,451 $608K 0.03% -1,712 Timeline NFEB 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: 22,195 shares; 2025Q3: 22,195 shares; 2025Q4: 22,195 shares; 2026Q1: 22,195 shares 22,195 $608K 0.03% 0 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: 19,710 shares; 2024Q4: 3,910 shares; 2025Q1: 4,560 shares; 2025Q2: 4,831 shares; 2025Q3: 10,350 shares; 2025Q4: 11,883 shares; 2026Q1: 11,675 shares 11,675 $606K 0.03% -208 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: 667 shares; 2024Q4: 625 shares; 2025Q1: 629 shares; 2025Q2: 518 shares; 2025Q3: 562 shares; 2025Q4: 542 shares; 2026Q1: 628 shares 628 $604K 0.03% +86 Timeline SMMU 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: 10,831 shares; 2024Q4: 11,491 shares; 2025Q1: 13,998 shares; 2025Q2: 12,757 shares; 2025Q3: 12,199 shares; 2025Q4: 11,972 shares; 2026Q1: 11,968 shares 11,968 $604K 0.03% -4 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: 6,533 shares; 2024Q4: 10,828 shares; 2025Q1: 12,895 shares; 2025Q2: 17,216 shares; 2025Q3: 16,623 shares; 2025Q4: 17,940 shares; 2026Q1: 15,621 shares 15,621 $600K 0.03% -2,319 Timeline JAVA 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: 5,670 shares; 2025Q1: 6,090 shares; 2025Q2: 6,713 shares; 2025Q3: 6,970 shares; 2025Q4: 7,093 shares; 2026Q1: 8,241 shares 8,241 $591K 0.03% +1,148 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 145 shares; 2025Q1: 126 shares; 2025Q2: 5,002 shares; 2025Q3: 5,002 shares; 2025Q4: 5,002 shares; 2026Q1: 5,015 shares 5,015 $588K 0.03% +13 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 32,313 shares; 2026Q1: 30,548 shares 30,548 $576K 0.03% -1,765 Timeline JGRO 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: 596 shares; 2024Q4: 3,760 shares; 2025Q1: 4,298 shares; 2025Q2: 6,715 shares; 2025Q3: 6,868 shares; 2025Q4: 7,021 shares; 2026Q1: 6,764 shares 6,764 $572K 0.03% -257 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,937 shares; 2024Q4: 42,612 shares; 2025Q1: 49,092 shares; 2025Q2: 40,853 shares; 2025Q3: 35,123 shares; 2025Q4: 34,523 shares; 2026Q1: 39,723 shares 39,723 $571K 0.03% +5,200 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,796 shares; 2024Q4: 10,708 shares; 2025Q1: 10,716 shares; 2025Q2: 10,621 shares; 2025Q3: 10,790 shares; 2025Q4: 10,379 shares; 2026Q1: 10,228 shares 10,228 $571K 0.03% -151 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: 2,430 shares; 2024Q4: 2,451 shares; 2025Q1: 2,412 shares; 2025Q2: 2,414 shares; 2025Q3: 2,495 shares; 2025Q4: 2,496 shares; 2026Q1: 2,466 shares 2,466 $567K 0.03% -30 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: 4,193 shares; 2024Q4: 2,620 shares; 2025Q1: 2,620 shares; 2025Q2: 2,620 shares; 2025Q3: 2,340 shares; 2025Q4: 12,004 shares; 2026Q1: 10,045 shares 10,045 $566K 0.03% -1,959 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,920 shares; 2024Q4: 4,520 shares; 2025Q1: 5,670 shares; 2025Q2: 11,725 shares; 2025Q3: 11,725 shares; 2025Q4: 12,500 shares; 2026Q1: 13,920 shares 13,920 $564K 0.03% +1,420 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: 13,277 shares; 2024Q4: 13,473 shares; 2025Q1: 13,023 shares; 2025Q2: 12,809 shares; 2025Q3: 13,809 shares; 2025Q4: 14,784 shares; 2026Q1: 12,629 shares 12,629 $564K 0.03% -2,155 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: 820 shares; 2024Q4: 789 shares; 2025Q1: 1,021 shares; 2025Q2: 1,026 shares; 2025Q3: 1,140 shares; 2025Q4: 1,224 shares; 2026Q1: 1,416 shares 1,416 $561K 0.03% +192 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES 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: not reported; 2025Q3: not reported; 2025Q4: 6,139 shares; 2026Q1: 6,139 shares 6,139 $559K 0.03% 0 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: 3,594 shares; 2024Q4: 3,314 shares; 2025Q1: 3,811 shares; 2025Q2: 3,898 shares; 2025Q3: 4,036 shares; 2025Q4: 4,131 shares; 2026Q1: 4,201 shares 4,201 $554K 0.03% +70 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: 3,773 shares; 2024Q4: 3,908 shares; 2025Q1: 4,147 shares; 2025Q2: 1,670 shares; 2025Q3: 1,522 shares; 2025Q4: 1,492 shares; 2026Q1: 1,441 shares 1,441 $553K 0.03% -51 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: 4,036 shares; 2024Q4: 4,175 shares; 2025Q1: 5,671 shares; 2025Q2: 5,396 shares; 2025Q3: 5,436 shares; 2025Q4: 6,079 shares; 2026Q1: 3,984 shares 3,984 $551K 0.03% -2,095 Timeline OSK OSHKOSH CORP More: the full row for OSHKOSH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,735 shares; 2024Q4: 3,728 shares; 2025Q1: 3,732 shares; 2025Q2: 4,139 shares; 2025Q3: 4,139 shares; 2025Q4: 4,144 shares; 2026Q1: 3,737 shares 3,737 $550K 0.03% -407 Timeline JGLO 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: 6,901 shares; 2025Q1: 7,173 shares; 2025Q2: 8,166 shares; 2025Q3: 7,870 shares; 2025Q4: 8,038 shares; 2026Q1: 8,408 shares 8,408 $549K 0.03% +370 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,122 shares; 2024Q4: 4,295 shares; 2025Q1: 5,086 shares; 2025Q2: 5,117 shares; 2025Q3: 5,320 shares; 2025Q4: 5,873 shares; 2026Q1: 8,731 shares 8,731 $548K 0.03% +2,858 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,097 shares; 2024Q4: 5,308 shares; 2025Q1: 5,174 shares; 2025Q2: 3,494 shares; 2025Q3: 3,045 shares; 2025Q4: 3,065 shares; 2026Q1: 3,040 shares 3,040 $547K 0.03% -25 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346 shares; 2024Q4: 340 shares; 2025Q1: 353 shares; 2025Q2: 285 shares; 2025Q3: 278 shares; 2025Q4: 288 shares; 2026Q1: 284 shares 284 $544K 0.03% -4 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,807 shares 10,807 $541K 0.03% new 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: 2,868 shares; 2024Q4: 2,789 shares; 2025Q1: 2,715 shares; 2025Q2: 2,588 shares; 2025Q3: 2,725 shares; 2025Q4: 2,865 shares; 2026Q1: 2,780 shares 2,780 $540K 0.03% -85 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: 2,505 shares; 2024Q4: 3,372 shares; 2025Q1: 6,846 shares; 2025Q2: 8,652 shares; 2025Q3: 10,714 shares; 2025Q4: 9,358 shares; 2026Q1: 7,783 shares 7,783 $539K 0.03% -1,575 Timeline FMHI 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: 11,218 shares; 2024Q4: 11,699 shares; 2025Q1: 12,703 shares; 2025Q2: 11,977 shares; 2025Q3: 11,514 shares; 2025Q4: 11,349 shares; 2026Q1: 11,323 shares 11,323 $538K 0.03% -26 Timeline VTWV 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: 17,611 shares; 2024Q4: 18,592 shares; 2025Q1: 18,733 shares; 2025Q2: 3,479 shares; 2025Q3: 3,020 shares; 2025Q4: 3,365 shares; 2026Q1: 3,218 shares 3,218 $538K 0.03% -147 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: 357 shares; 2024Q4: 395 shares; 2025Q1: 704 shares; 2025Q2: 704 shares; 2025Q3: 724 shares; 2025Q4: 774 shares; 2026Q1: 739 shares 739 $538K 0.03% -35 Timeline VDE 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: 1,128 shares; 2024Q4: 1,283 shares; 2025Q1: 1,397 shares; 2025Q2: 1,532 shares; 2025Q3: 1,916 shares; 2025Q4: 2,532 shares; 2026Q1: 3,105 shares 3,105 $537K 0.03% +573 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: 16,733 shares; 2024Q4: 16,633 shares; 2025Q1: 15,465 shares; 2025Q2: 17,305 shares; 2025Q3: 16,004 shares; 2025Q4: 17,158 shares; 2026Q1: 12,409 shares 12,409 $535K 0.03% -4,749 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: 5,968 shares; 2024Q4: 2,041 shares; 2025Q1: 4,386 shares; 2025Q2: 4,645 shares; 2025Q3: 4,265 shares; 2025Q4: 3,940 shares; 2026Q1: 4,402 shares 4,402 $534K 0.03% +462 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: 7,935 shares; 2024Q4: 7,583 shares; 2025Q1: 7,807 shares; 2025Q2: 7,589 shares; 2025Q3: 7,334 shares; 2025Q4: 7,389 shares; 2026Q1: 7,365 shares 7,365 $533K 0.03% -24 Timeline ISEP 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: 2,444 shares; 2024Q4: 2,444 shares; 2025Q1: 2,444 shares; 2025Q2: 2,444 shares; 2025Q3: 16,239 shares; 2025Q4: 16,239 shares; 2026Q1: 16,239 shares 16,239 $532K 0.03% 0 Timeline DFSI 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: 9,130 shares; 2024Q4: 11,057 shares; 2025Q1: 12,987 shares; 2025Q2: 16,594 shares; 2025Q3: 14,991 shares; 2025Q4: 15,140 shares; 2026Q1: 12,535 shares 12,535 $531K 0.03% -2,605 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: 20,139 shares; 2024Q4: 22,036 shares; 2025Q1: 22,158 shares; 2025Q2: 5,540 shares; 2025Q3: 5,181 shares; 2025Q4: 9,871 shares; 2026Q1: 10,626 shares 10,626 $531K 0.03% +755 Timeline BJUN 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: 9,721 shares; 2024Q4: 9,721 shares; 2025Q1: 9,721 shares; 2025Q2: 11,485 shares; 2025Q3: 11,479 shares; 2025Q4: 11,479 shares; 2026Q1: 11,479 shares 11,479 $531K 0.03% 0 Timeline NJUL 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: 37,945 shares; 2024Q4: 17,725 shares; 2025Q1: 7,254 shares; 2025Q2: 10,353 shares; 2025Q3: 10,550 shares; 2025Q4: 8,435 shares; 2026Q1: 7,408 shares 7,408 $529K 0.03% -1,027 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,700 shares; 2024Q4: 1,790 shares; 2025Q1: 1,690 shares; 2025Q2: 1,546 shares; 2025Q3: 1,586 shares; 2025Q4: 1,508 shares; 2026Q1: 1,461 shares 1,461 $523K 0.03% -47 Timeline BJAN 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: 535 shares; 2024Q4: 535 shares; 2025Q1: 535 shares; 2025Q2: 9,775 shares; 2025Q3: 9,775 shares; 2025Q4: 9,775 shares; 2026Q1: 9,775 shares 9,775 $521K 0.03% 0 Timeline KNOV 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: 18,003 shares; 2026Q1: 18,003 shares 18,003 $516K 0.03% 0 Timeline NLR 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: 6,334 shares; 2025Q1: 6,937 shares; 2025Q2: 3,892 shares; 2025Q3: 4,022 shares; 2025Q4: 3,983 shares; 2026Q1: 3,851 shares 3,851 $513K 0.03% -132 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224 shares; 2024Q4: 1,202 shares; 2025Q1: 1,558 shares; 2025Q2: 1,622 shares; 2025Q3: 1,818 shares; 2025Q4: 1,863 shares; 2026Q1: 1,610 shares 1,610 $512K 0.03% -253 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: 5,402 shares; 2024Q4: 6,426 shares; 2025Q1: 6,233 shares; 2025Q2: 6,373 shares; 2025Q3: 6,322 shares; 2025Q4: 5,713 shares; 2026Q1: 5,307 shares 5,307 $511K 0.03% -406 Timeline IGIB 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: 17,753 shares; 2024Q4: 11,934 shares; 2025Q1: 9,850 shares; 2025Q2: 9,857 shares; 2025Q3: 9,786 shares; 2025Q4: 9,609 shares; 2026Q1: 9,559 shares 9,559 $509K 0.03% -50 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: 12,733 shares; 2024Q4: 14,721 shares; 2025Q1: 15,110 shares; 2025Q2: 15,344 shares; 2025Q3: 15,767 shares; 2025Q4: 15,833 shares; 2026Q1: 16,726 shares 16,726 $503K 0.03% +893 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: 1,748 shares; 2024Q4: 1,772 shares; 2025Q1: 1,728 shares; 2025Q2: 1,529 shares; 2025Q3: 1,483 shares; 2025Q4: 1,665 shares; 2026Q1: 1,710 shares 1,710 $499K 0.03% +45 Timeline SLVR SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,905 shares; 2025Q3: 5,677 shares; 2025Q4: 7,600 shares; 2026Q1: 8,422 shares 8,422 $498K 0.03% +822 Timeline ZAUG 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: 85,349 shares; 2024Q4: 84,511 shares; 2025Q1: 84,511 shares; 2025Q2: 84,511 shares; 2025Q3: 27,401 shares; 2025Q4: 26,989 shares; 2026Q1: 18,623 shares 18,623 $496K 0.03% -8,366 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: 3,563 shares; 2024Q4: 3,696 shares; 2025Q1: 3,961 shares; 2025Q2: 3,744 shares; 2025Q3: 3,665 shares; 2025Q4: 3,738 shares; 2026Q1: 3,775 shares 3,775 $495K 0.03% +37 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: 385 shares; 2024Q4: 385 shares; 2025Q1: 470 shares; 2025Q2: 353 shares; 2025Q3: 357 shares; 2025Q4: 676 shares; 2026Q1: 708 shares 708 $494K 0.03% +32 Timeline INOV 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: 1,441 shares; 2025Q1: 1,441 shares; 2025Q2: 1,441 shares; 2025Q3: 1,034 shares; 2025Q4: 14,125 shares; 2026Q1: 14,125 shares 14,125 $490K 0.03% 0 Timeline ITA 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: 2,216 shares; 2024Q4: 2,180 shares; 2025Q1: 2,208 shares; 2025Q2: 2,156 shares; 2025Q3: 2,227 shares; 2025Q4: 2,408 shares; 2026Q1: 2,231 shares 2,231 $488K 0.03% -177 Timeline IVOO 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: 3,643 shares; 2024Q4: 4,571 shares; 2025Q1: 4,572 shares; 2025Q2: 4,573 shares; 2025Q3: 4,574 shares; 2025Q4: 4,267 shares; 2026Q1: 4,268 shares 4,268 $488K 0.03% +1 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,678 shares; 2024Q4: 3,678 shares; 2025Q1: 3,663 shares; 2025Q2: 3,648 shares; 2025Q3: 3,413 shares; 2025Q4: 3,709 shares; 2026Q1: 3,703 shares 3,703 $485K 0.03% -6 Timeline EAPR 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: 15,972 shares; 2024Q4: 15,972 shares; 2025Q1: 16,160 shares; 2025Q2: 16,160 shares; 2025Q3: 16,160 shares; 2025Q4: 16,160 shares; 2026Q1: 16,160 shares 16,160 $483K 0.03% 0 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: 2,345 shares; 2024Q4: 2,333 shares; 2025Q1: 2,053 shares; 2025Q2: 2,101 shares; 2025Q3: 2,094 shares; 2025Q4: 2,086 shares; 2026Q1: 2,198 shares 2,198 $481K 0.02% +112 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: 5,702 shares; 2024Q4: 5,814 shares; 2025Q1: 6,697 shares; 2025Q2: 6,796 shares; 2025Q3: 3,472 shares; 2025Q4: 3,804 shares; 2026Q1: 4,785 shares 4,785 $481K 0.02% +981 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,709 shares; 2024Q4: 5,696 shares; 2025Q1: 5,413 shares; 2025Q2: 5,323 shares; 2025Q3: 5,311 shares; 2025Q4: 5,559 shares; 2026Q1: 5,694 shares 5,694 $477K 0.02% +135 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: 2,301 shares; 2024Q4: 954 shares; 2025Q1: 3,433 shares; 2025Q2: 3,403 shares; 2025Q3: 3,405 shares; 2025Q4: 3,415 shares; 2026Q1: 3,509 shares 3,509 $475K 0.02% +94 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,550 shares; 2024Q4: 6,999 shares; 2025Q1: 7,976 shares; 2025Q2: 9,407 shares; 2025Q3: 10,033 shares; 2025Q4: 9,505 shares; 2026Q1: 8,038 shares 8,038 $474K 0.02% -1,467 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: 9,893 shares; 2024Q4: 7,785 shares; 2025Q1: 7,774 shares; 2025Q2: 7,787 shares; 2025Q3: 11,679 shares; 2025Q4: 11,679 shares; 2026Q1: 11,698 shares 11,698 $474K 0.02% +19 Timeline IWR 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: 3,832 shares; 2024Q4: 3,976 shares; 2025Q1: 4,213 shares; 2025Q2: 4,599 shares; 2025Q3: 4,180 shares; 2025Q4: 4,602 shares; 2026Q1: 4,856 shares 4,856 $472K 0.02% +254 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: 123 shares; 2024Q4: 123 shares; 2025Q1: 123 shares; 2025Q2: 123 shares; 2025Q3: 1,595 shares; 2025Q4: 2,380 shares; 2026Q1: 2,288 shares 2,288 $471K 0.02% -92 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: 9,230 shares; 2024Q4: 9,710 shares; 2025Q1: 9,756 shares; 2025Q2: 7,154 shares; 2025Q3: 6,281 shares; 2025Q4: 6,374 shares; 2026Q1: 6,700 shares 6,700 $470K 0.02% +326 Timeline DECW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,985 shares; 2024Q4: 13,985 shares; 2025Q1: 13,985 shares; 2025Q2: 13,985 shares; 2025Q3: 13,985 shares; 2025Q4: 13,985 shares; 2026Q1: 13,985 shares 13,985 $467K 0.02% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,532 shares; 2024Q4: 11,990 shares; 2025Q1: 14,238 shares; 2025Q2: 5,622 shares; 2025Q3: 5,198 shares; 2025Q4: 5,108 shares; 2026Q1: 5,937 shares 5,937 $466K 0.02% +829 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: 3,059 shares; 2024Q4: 2,776 shares; 2025Q1: 2,758 shares; 2025Q2: 2,658 shares; 2025Q3: 2,658 shares; 2025Q4: 2,772 shares; 2026Q1: 2,746 shares 2,746 $464K 0.02% -26 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,035 shares; 2024Q4: 6,878 shares; 2025Q1: 7,102 shares; 2025Q2: 7,603 shares; 2025Q3: 7,824 shares; 2025Q4: 9,429 shares; 2026Q1: 8,504 shares 8,504 $460K 0.02% -925 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: 25,766 shares; 2024Q4: 4,710 shares; 2025Q1: 4,918 shares; 2025Q2: 5,059 shares; 2025Q3: 4,780 shares; 2025Q4: 4,854 shares; 2026Q1: 4,795 shares 4,795 $455K 0.02% -59 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,944 shares; 2024Q4: 21,044 shares; 2025Q1: 21,044 shares; 2025Q2: 21,044 shares; 2025Q3: 20,966 shares; 2025Q4: 20,966 shares; 2026Q1: 20,966 shares 20,966 $454K 0.02% 0 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,418 shares; 2024Q4: 5,645 shares; 2025Q1: 6,078 shares; 2025Q2: 6,204 shares; 2025Q3: 6,046 shares; 2025Q4: 6,329 shares; 2026Q1: 5,549 shares 5,549 $453K 0.02% -780 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: 2,318 shares; 2024Q4: 2,287 shares; 2025Q1: 2,308 shares; 2025Q2: 2,285 shares; 2025Q3: 2,140 shares; 2025Q4: 2,005 shares; 2026Q1: 1,862 shares 1,862 $452K 0.02% -143 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 606 shares; 2024Q4: 600 shares; 2025Q1: 620 shares; 2025Q2: 605 shares; 2025Q3: 607 shares; 2025Q4: 601 shares; 2026Q1: 601 shares 601 $444K 0.02% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 817 shares; 2025Q1: 971 shares; 2025Q2: 804 shares; 2025Q3: 440 shares; 2025Q4: 4,527 shares; 2026Q1: 5,487 shares 5,487 $442K 0.02% +960 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: 29,991 shares; 2024Q4: 32,162 shares; 2025Q1: 25,621 shares; 2025Q2: 17,963 shares; 2025Q3: 9,263 shares; 2025Q4: 9,412 shares; 2026Q1: 9,969 shares 9,969 $440K 0.02% +557 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,860 shares; 2024Q4: 11,941 shares; 2025Q1: 12,656 shares; 2025Q2: 13,001 shares; 2025Q3: 12,897 shares; 2025Q4: 13,039 shares; 2026Q1: 13,294 shares 13,294 $438K 0.02% +255 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: 481 shares; 2024Q4: 342 shares; 2025Q1: 341 shares; 2025Q2: 341 shares; 2025Q3: 326 shares; 2025Q4: 316 shares; 2026Q1: 316 shares 316 $436K 0.02% 0 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: 75,776 shares; 2024Q4: 4,676 shares; 2025Q1: 5,605 shares; 2025Q2: 6,809 shares; 2025Q3: 6,758 shares; 2025Q4: 6,279 shares; 2026Q1: 5,858 shares 5,858 $436K 0.02% -421 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,467 shares; 2024Q4: 9,400 shares; 2025Q1: 9,436 shares; 2025Q2: 10,035 shares; 2025Q3: 10,530 shares; 2025Q4: 10,647 shares; 2026Q1: 9,328 shares 9,328 $435K 0.02% -1,319 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: 2,567 shares; 2024Q4: 4,097 shares; 2025Q1: 3,941 shares; 2025Q2: 3,736 shares; 2025Q3: 3,659 shares; 2025Q4: 3,708 shares; 2026Q1: 3,739 shares 3,739 $433K 0.02% +31 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 2,021 shares; 2025Q1: 1,618 shares; 2025Q2: 1,701 shares; 2025Q3: 1,803 shares; 2025Q4: 1,883 shares; 2026Q1: 2,161 shares 2,161 $430K 0.02% +278 Timeline HELO 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: 50 shares; 2025Q1: 4,723 shares; 2025Q2: 6,932 shares; 2025Q3: 7,058 shares; 2025Q4: 6,720 shares; 2026Q1: 6,720 shares 6,720 $429K 0.02% 0 Timeline FEGE RBB FUND TRUST More: the full row for RBB FUND TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 234 shares; 2025Q2: 70 shares; 2025Q3: 70 shares; 2025Q4: 70 shares; 2026Q1: 9,054 shares 9,054 $426K 0.02% +8,984 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,947 shares; 2025Q1: 5,935 shares; 2025Q2: 5,112 shares; 2025Q3: 4,997 shares; 2025Q4: 4,537 shares; 2026Q1: 4,553 shares 4,553 $422K 0.02% +16 Timeline SILJ AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,705 shares; 2025Q3: 9,990 shares; 2025Q4: 14,100 shares; 2026Q1: 13,965 shares 13,965 $415K 0.02% -135 Timeline SLYG 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: 3,700 shares; 2024Q4: 3,804 shares; 2025Q1: 3,801 shares; 2025Q2: 3,854 shares; 2025Q3: 3,966 shares; 2025Q4: 4,164 shares; 2026Q1: 4,291 shares 4,291 $415K 0.02% +127 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,322 shares; 2024Q4: 1,244 shares; 2025Q1: 1,275 shares; 2025Q2: 1,942 shares; 2025Q3: 2,291 shares; 2025Q4: 2,708 shares; 2026Q1: 2,820 shares 2,820 $412K 0.02% +112 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16 shares; 2024Q4: 4 shares; 2025Q1: 524 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,030 shares; 2026Q1: 1,030 shares 1,030 $410K 0.02% 0 Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 360 shares; 2024Q4: 360 shares; 2025Q1: 360 shares; 2025Q2: 2,685 shares; 2025Q3: 4,165 shares; 2025Q4: 4,220 shares; 2026Q1: 5,420 shares 5,420 $409K 0.02% +1,200 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: 722 shares; 2024Q4: 687 shares; 2025Q1: 802 shares; 2025Q2: 802 shares; 2025Q3: 816 shares; 2025Q4: 866 shares; 2026Q1: 860 shares 860 $407K 0.02% -6 Timeline QTPI EXCHANGE PLACE ADVISORS TRUS More: the full row for EXCHANGE PLACE ADVISORS TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,150 shares; 2025Q4: 14,220 shares; 2026Q1: 16,040 shares 16,040 $407K 0.02% +1,820 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: 4,544 shares; 2024Q4: 4,364 shares; 2025Q1: 4,285 shares; 2025Q2: 4,312 shares; 2025Q3: 4,315 shares; 2025Q4: 4,398 shares; 2026Q1: 4,134 shares 4,134 $404K 0.02% -264 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: 4,683 shares; 2024Q4: 4,623 shares; 2025Q1: 4,658 shares; 2025Q2: 4,607 shares; 2025Q3: 3,278 shares; 2025Q4: 3,344 shares; 2026Q1: 3,107 shares 3,107 $400K 0.02% -237 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: 704 shares; 2024Q4: 700 shares; 2025Q1: 715 shares; 2025Q2: 728 shares; 2025Q3: 741 shares; 2025Q4: 735 shares; 2026Q1: 741 shares 741 $399K 0.02% +6 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: 4,159 shares; 2024Q4: 5,422 shares; 2025Q1: 6,263 shares; 2025Q2: 6,656 shares; 2025Q3: 8,295 shares; 2025Q4: 8,464 shares; 2026Q1: 8,540 shares 8,540 $393K 0.02% +76 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 142 shares; 2025Q1: 145 shares; 2025Q2: 147 shares; 2025Q3: 1,170 shares; 2025Q4: 1,841 shares; 2026Q1: 2,205 shares 2,205 $393K 0.02% +364 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,076 shares; 2024Q4: 15,122 shares; 2025Q1: 12,808 shares; 2025Q2: 9,611 shares; 2025Q3: 8,950 shares; 2025Q4: 8,828 shares; 2026Q1: 8,355 shares 8,355 $393K 0.02% -473 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: 2,155 shares; 2024Q4: 2,301 shares; 2025Q1: 2,321 shares; 2025Q2: 2,328 shares; 2025Q3: 2,351 shares; 2025Q4: 2,427 shares; 2026Q1: 2,442 shares 2,442 $390K 0.02% +15 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,450 shares; 2024Q4: 9,550 shares; 2025Q1: 9,550 shares; 2025Q2: 9,550 shares; 2025Q3: 9,250 shares; 2025Q4: 9,650 shares; 2026Q1: 8,150 shares 8,150 $389K 0.02% -1,500 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: 99,559 shares; 2024Q4: 4,229 shares; 2025Q1: 6,808 shares; 2025Q2: 7,084 shares; 2025Q3: 7,136 shares; 2025Q4: 7,362 shares; 2026Q1: 6,638 shares 6,638 $386K 0.02% -724 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 886 shares; 2025Q1: 886 shares; 2025Q2: 732 shares; 2025Q3: 732 shares; 2025Q4: 717 shares; 2026Q1: 827 shares 827 $383K 0.02% +110 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: 1,330 shares; 2024Q4: 1,454 shares; 2025Q1: 1,544 shares; 2025Q2: 1,549 shares; 2025Q3: 2,009 shares; 2025Q4: 1,494 shares; 2026Q1: 977 shares 977 $381K 0.02% -517 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: 1,297 shares; 2024Q4: 2,478 shares; 2025Q1: 5,073 shares; 2025Q2: 6,133 shares; 2025Q3: 6,834 shares; 2025Q4: 6,892 shares; 2026Q1: 8,003 shares 8,003 $381K 0.02% +1,111 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: 2,105 shares; 2024Q4: 1,798 shares; 2025Q1: 1,706 shares; 2025Q2: 1,762 shares; 2025Q3: 1,685 shares; 2025Q4: 1,877 shares; 2026Q1: 1,915 shares 1,915 $380K 0.02% +38 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 9,624 shares; 2025Q1: 10,570 shares; 2025Q2: 11,592 shares; 2025Q3: 10,274 shares; 2025Q4: 10,273 shares; 2026Q1: 8,911 shares 8,911 $378K 0.02% -1,362 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: 951 shares; 2024Q4: 817 shares; 2025Q1: 788 shares; 2025Q2: 810 shares; 2025Q3: 854 shares; 2025Q4: 860 shares; 2026Q1: 868 shares 868 $377K 0.02% +8 Timeline DSI 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: 6,200 shares; 2024Q4: 5,010 shares; 2025Q1: 5,102 shares; 2025Q2: 5,136 shares; 2025Q3: 5,142 shares; 2025Q4: 5,087 shares; 2026Q1: 3,080 shares 3,080 $373K 0.02% -2,007 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: 1,132 shares; 2024Q4: 1,119 shares; 2025Q1: 1,209 shares; 2025Q2: 1,194 shares; 2025Q3: 1,195 shares; 2025Q4: 1,189 shares; 2026Q1: 1,171 shares 1,171 $372K 0.02% -18 Timeline EAOR 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: 6,001 shares; 2024Q4: 5,510 shares; 2025Q1: 5,908 shares; 2025Q2: 5,558 shares; 2025Q3: 5,778 shares; 2025Q4: 5,818 shares; 2026Q1: 10,681 shares 10,681 $372K 0.02% +4,863 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,296 shares; 2024Q4: 1,465 shares; 2025Q1: 1,702 shares; 2025Q2: 2,475 shares; 2025Q3: 2,529 shares; 2025Q4: 3,009 shares; 2026Q1: 4,059 shares 4,059 $371K 0.02% +1,050 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: 1,503 shares; 2024Q4: 1,479 shares; 2025Q1: 1,453 shares; 2025Q2: 1,465 shares; 2025Q3: 1,634 shares; 2025Q4: 1,403 shares; 2026Q1: 1,386 shares 1,386 $369K 0.02% -17 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: 2,925 shares; 2024Q4: 2,558 shares; 2025Q1: 3,438 shares; 2025Q2: 2,858 shares; 2025Q3: 2,813 shares; 2025Q4: 2,828 shares; 2026Q1: 5,544 shares 5,544 $369K 0.02% +2,716 Timeline IYG 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: 2,637 shares; 2024Q4: 2,589 shares; 2025Q1: 34,903 shares; 2025Q2: 34,350 shares; 2025Q3: 37,867 shares; 2025Q4: 4,475 shares; 2026Q1: 4,444 shares 4,444 $368K 0.02% -31 Timeline ESGD 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: 2,485 shares; 2024Q4: 2,590 shares; 2025Q1: 2,581 shares; 2025Q2: 2,688 shares; 2025Q3: 2,825 shares; 2025Q4: 3,036 shares; 2026Q1: 3,838 shares 3,838 $367K 0.02% +802 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 102,356 shares; 2024Q4: 94,436 shares; 2025Q1: 106,742 shares; 2025Q2: 116,317 shares; 2025Q3: 116,507 shares; 2025Q4: 96,963 shares; 2026Q1: 100,104 shares 100,104 $366K 0.02% +3,141 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: 5,505 shares; 2024Q4: 5,044 shares; 2025Q1: 5,428 shares; 2025Q2: 4,770 shares; 2025Q3: 3,820 shares; 2025Q4: 5,301 shares; 2026Q1: 6,418 shares 6,418 $364K 0.02% +1,117 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 5,010 shares; 2025Q1: 5,360 shares; 2025Q2: 3,408 shares; 2025Q3: 3,695 shares; 2025Q4: 3,439 shares; 2026Q1: 4,444 shares 4,444 $364K 0.02% +1,005 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 362 shares; 2024Q4: 352 shares; 2025Q1: 369 shares; 2025Q2: 342 shares; 2025Q3: 1,123 shares; 2025Q4: 1,000 shares; 2026Q1: 1,017 shares 1,017 $362K 0.02% +17 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to 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: 6,603 shares; 2026Q1: 6,851 shares 6,851 $362K 0.02% +248 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,653 shares; 2024Q4: 3,220 shares; 2025Q1: 5,075 shares; 2025Q2: 6,234 shares; 2025Q3: 6,618 shares; 2025Q4: 6,542 shares; 2026Q1: 6,150 shares 6,150 $361K 0.02% -392 Timeline IWP 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: 30,908 shares; 2024Q4: 18,361 shares; 2025Q1: 18,046 shares; 2025Q2: 2,863 shares; 2025Q3: 2,417 shares; 2025Q4: 2,788 shares; 2026Q1: 2,807 shares 2,807 $360K 0.02% +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: 3,930 shares; 2024Q4: 3,525 shares; 2025Q1: 4,326 shares; 2025Q2: 3,372 shares; 2025Q3: 3,469 shares; 2025Q4: 3,465 shares; 2026Q1: 3,622 shares 3,622 $359K 0.02% +157 Timeline ADFI TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76,629 shares; 2025Q2: 72,558 shares; 2025Q3: 41,521 shares; 2025Q4: 41,962 shares; 2026Q1: 42,162 shares 42,162 $358K 0.02% +200 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,264 shares; 2024Q4: 5,742 shares; 2025Q1: 5,129 shares; 2025Q2: 5,240 shares; 2025Q3: 5,133 shares; 2025Q4: 5,031 shares; 2026Q1: 4,796 shares 4,796 $357K 0.02% -235 Timeline PMAR 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: 10,682 shares; 2024Q4: 10,130 shares; 2025Q1: 10,150 shares; 2025Q2: 9,395 shares; 2025Q3: 6,685 shares; 2025Q4: 6,685 shares; 2026Q1: 7,994 shares 7,994 $357K 0.02% +1,309 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: 402 shares; 2024Q4: 347 shares; 2025Q1: 1,101 shares; 2025Q2: 1,095 shares; 2025Q3: 994 shares; 2025Q4: 994 shares; 2026Q1: 1,030 shares 1,030 $356K 0.02% +36 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,210 shares 7,210 $354K 0.02% new Timeline VTWG 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: 11,384 shares; 2024Q4: 11,941 shares; 2025Q1: 11,806 shares; 2025Q2: 1,930 shares; 2025Q3: 1,636 shares; 2025Q4: 1,587 shares; 2026Q1: 1,546 shares 1,546 $354K 0.02% -41 Timeline VSGX 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: 5,342 shares; 2024Q4: 4,828 shares; 2025Q1: 5,331 shares; 2025Q2: 5,155 shares; 2025Q3: 5,159 shares; 2025Q4: 3,448 shares; 2026Q1: 4,865 shares 4,865 $349K 0.02% +1,417 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,059 shares; 2024Q4: 2,754 shares; 2025Q1: 2,444 shares; 2025Q2: 2,393 shares; 2025Q3: 2,203 shares; 2025Q4: 2,206 shares; 2026Q1: 2,111 shares 2,111 $348K 0.02% -95 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: 1,740 shares; 2024Q4: 2,651 shares; 2025Q1: 6,569 shares; 2025Q2: 11,085 shares; 2025Q3: 15,575 shares; 2025Q4: 6,638 shares; 2026Q1: 9,025 shares 9,025 $347K 0.02% +2,387 Timeline IJS 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: 2,862 shares; 2024Q4: 2,724 shares; 2025Q1: 3,055 shares; 2025Q2: 3,021 shares; 2025Q3: 2,756 shares; 2025Q4: 2,947 shares; 2026Q1: 2,909 shares 2,909 $345K 0.02% -38 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: 3,384 shares; 2024Q4: 3,063 shares; 2025Q1: 3,127 shares; 2025Q2: 3,034 shares; 2025Q3: 4,495 shares; 2025Q4: 4,339 shares; 2026Q1: 3,826 shares 3,826 $343K 0.02% -513 Timeline DIVB 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: 205 shares; 2024Q4: 3,575 shares; 2025Q1: 7,674 shares; 2025Q2: 7,290 shares; 2025Q3: 5,785 shares; 2025Q4: 5,908 shares; 2026Q1: 6,354 shares 6,354 $343K 0.02% +446 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME 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: 20,000 shares 20,000 $342K 0.02% new Timeline ZSEP 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: 12,792 shares; 2025Q4: 12,792 shares; 2026Q1: 12,792 shares 12,792 $342K 0.02% 0 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: 480 shares; 2024Q4: 681 shares; 2025Q1: 1,321 shares; 2025Q2: 2,398 shares; 2025Q3: 2,464 shares; 2025Q4: 2,523 shares; 2026Q1: 2,538 shares 2,538 $342K 0.02% +15 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,732 shares; 2024Q4: 11,732 shares; 2025Q1: 11,732 shares; 2025Q2: 11,732 shares; 2025Q3: 11,732 shares; 2025Q4: 11,732 shares; 2026Q1: 11,732 shares 11,732 $340K 0.02% 0 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: 11,812 shares; 2024Q4: 10,573 shares; 2025Q1: 8,419 shares; 2025Q2: 10,017 shares; 2025Q3: 9,394 shares; 2025Q4: 9,330 shares; 2026Q1: 6,508 shares 6,508 $339K 0.02% -2,822 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,673 shares; 2024Q4: 6,590 shares; 2025Q1: 8,120 shares; 2025Q2: 6,939 shares; 2025Q3: 8,047 shares; 2025Q4: 7,788 shares; 2026Q1: 9,069 shares 9,069 $338K 0.02% +1,281 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: 719 shares; 2024Q4: 769 shares; 2025Q1: 818 shares; 2025Q2: 820 shares; 2025Q3: 848 shares; 2025Q4: 804 shares; 2026Q1: 808 shares 808 $337K 0.02% +4 Timeline VOX 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: 425 shares; 2024Q4: 428 shares; 2025Q1: 26,235 shares; 2025Q2: 25,812 shares; 2025Q3: 22,304 shares; 2025Q4: 1,896 shares; 2026Q1: 1,871 shares 1,871 $336K 0.02% -25 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,314 shares; 2024Q4: 2,163 shares; 2025Q1: 2,126 shares; 2025Q2: 1,998 shares; 2025Q3: 1,908 shares; 2025Q4: 1,714 shares; 2026Q1: 1,380 shares 1,380 $335K 0.02% -334 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: 34,279 shares; 2024Q4: 1,475 shares; 2025Q1: 2,179 shares; 2025Q2: 2,386 shares; 2025Q3: 2,170 shares; 2025Q4: 1,768 shares; 2026Q1: 1,745 shares 1,745 $335K 0.02% -23 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: 17,975 shares; 2024Q4: 4,511 shares; 2025Q1: 2,791 shares; 2025Q2: 6,365 shares; 2025Q3: 5,613 shares; 2025Q4: 6,025 shares; 2026Q1: 6,382 shares 6,382 $333K 0.02% +357 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,132 shares; 2024Q4: 1,035 shares; 2025Q1: 1,228 shares; 2025Q2: 1,951 shares; 2025Q3: 5,348 shares; 2025Q4: 4,055 shares; 2026Q1: 4,115 shares 4,115 $333K 0.02% +60 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: 778 shares; 2024Q4: 678 shares; 2025Q1: 680 shares; 2025Q2: 681 shares; 2025Q3: 681 shares; 2025Q4: 693 shares; 2026Q1: 1,159 shares 1,159 $333K 0.02% +466 Timeline EAGG 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: 7,901 shares; 2024Q4: 6,547 shares; 2025Q1: 6,432 shares; 2025Q2: 6,543 shares; 2025Q3: 6,580 shares; 2025Q4: 7,313 shares; 2026Q1: 6,975 shares 6,975 $332K 0.02% -338 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: 823 shares; 2024Q4: 773 shares; 2025Q1: 1,283 shares; 2025Q2: 1,271 shares; 2025Q3: 1,187 shares; 2025Q4: 1,151 shares; 2026Q1: 716 shares 716 $330K 0.02% -435 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,777 shares; 2024Q4: 1,763 shares; 2025Q1: 1,781 shares; 2025Q2: 1,790 shares; 2025Q3: 1,735 shares; 2025Q4: 1,737 shares; 2026Q1: 1,734 shares 1,734 $329K 0.02% -3 Timeline SMLV 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: 374 shares; 2024Q4: 378 shares; 2025Q1: 380 shares; 2025Q2: 383 shares; 2025Q3: 385 shares; 2025Q4: 388 shares; 2026Q1: 2,395 shares 2,395 $328K 0.02% +2,007 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,892 shares; 2024Q4: 1,902 shares; 2025Q1: 2,017 shares; 2025Q2: 2,010 shares; 2025Q3: 2,357 shares; 2025Q4: 1,600 shares; 2026Q1: 1,664 shares 1,664 $328K 0.02% +64 Timeline IWV 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: 723 shares; 2024Q4: 716 shares; 2025Q1: 889 shares; 2025Q2: 891 shares; 2025Q3: 881 shares; 2025Q4: 883 shares; 2026Q1: 884 shares 884 $328K 0.02% +1 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,860 shares; 2024Q4: 13,860 shares; 2025Q1: 13,860 shares; 2025Q2: 13,860 shares; 2025Q3: 14,210 shares; 2025Q4: 14,760 shares; 2026Q1: 12,770 shares 12,770 $327K 0.02% -1,990 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,540 shares; 2024Q4: 18,672 shares; 2025Q1: 18,732 shares; 2025Q2: 19,632 shares; 2025Q3: 19,632 shares; 2025Q4: 19,632 shares; 2026Q1: 20,552 shares 20,552 $327K 0.02% +920 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: 6,217 shares; 2024Q4: 4,341 shares; 2025Q1: 4,431 shares; 2025Q2: 4,618 shares; 2025Q3: 4,482 shares; 2025Q4: 4,572 shares; 2026Q1: 4,825 shares 4,825 $326K 0.02% +253 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 850 shares; 2025Q4: 5,080 shares; 2026Q1: 7,738 shares 7,738 $325K 0.02% +2,658 Timeline