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: 3,364,739 shares; 2024Q4: 3,228,143 shares; 2025Q1: 3,263,819 shares; 2025Q2: 3,381,658 shares; 2025Q3: 3,538,081 shares; 2025Q4: 3,498,263 shares; 2026Q1: 2,950,100 shares 2,950,100 $289M 7.89% -548,163 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: 4,674,349 shares; 2024Q4: 4,586,864 shares; 2025Q1: 5,024,070 shares; 2025Q2: 5,213,790 shares; 2025Q3: 5,608,199 shares; 2025Q4: 5,641,848 shares; 2026Q1: 4,945,272 shares 4,945,272 $280M 7.65% -696,576 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: 1,936,463 shares; 2024Q4: 5,718,828 shares; 2025Q1: 7,300,752 shares; 2025Q2: 8,373,700 shares; 2025Q3: 8,942,309 shares; 2025Q4: 8,355,080 shares; 2026Q1: 7,151,527 shares 7,151,527 $221M 6.05% -1,203,553 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: 4,368,898 shares; 2024Q4: 4,405,127 shares; 2025Q1: 4,211,961 shares; 2025Q2: 4,112,120 shares; 2025Q3: 4,325,645 shares; 2025Q4: 4,283,987 shares; 2026Q1: 4,093,030 shares 4,093,030 $187M 5.11% -190,957 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: 479,934 shares; 2024Q4: 482,796 shares; 2025Q1: 544,554 shares; 2025Q2: 560,265 shares; 2025Q3: 579,494 shares; 2025Q4: 1,166,564 shares; 2026Q1: 1,210,914 shares 1,210,914 $161M 4.4% +44,350 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: 2,341,848 shares; 2024Q4: 2,401,364 shares; 2025Q1: 3,835,763 shares; 2025Q2: 3,845,566 shares; 2025Q3: 4,235,356 shares; 2025Q4: 4,365,866 shares; 2026Q1: 5,184,845 shares 5,184,845 $156M 4.26% +818,979 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: 2,159,419 shares; 2024Q4: 4,232,965 shares; 2025Q1: 3,799,951 shares; 2025Q2: 3,676,968 shares; 2025Q3: 4,023,752 shares; 2025Q4: 3,976,304 shares; 2026Q1: 3,881,816 shares 3,881,816 $113M 3.09% -94,488 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,265,320 shares; 2024Q4: 3,244,651 shares; 2025Q1: 3,306,157 shares; 2025Q2: 3,250,699 shares; 2025Q3: 3,443,034 shares; 2025Q4: 3,646,760 shares; 2026Q1: 4,754,445 shares 4,754,445 $111M 3.03% +1,107,685 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: 1,509,919 shares; 2024Q4: 1,016,551 shares; 2025Q1: 963,979 shares; 2025Q2: 616,605 shares; 2025Q3: 636,875 shares; 2025Q4: 1,291,381 shares; 2026Q1: 1,907,315 shares 1,907,315 $94.2M 2.57% +615,934 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,911 shares; 2024Q4: 8,208 shares; 2025Q1: 1,580,815 shares; 2025Q2: 1,665,176 shares; 2025Q3: 1,785,037 shares; 2025Q4: 1,803,133 shares; 2026Q1: 2,327,959 shares 2,327,959 $93.4M 2.55% +524,826 Timeline VCIT 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: 546,335 shares; 2024Q4: 587,012 shares; 2025Q1: 456,320 shares; 2025Q2: 507,613 shares; 2025Q3: 540,981 shares; 2025Q4: 580,994 shares; 2026Q1: 1,002,543 shares 1,002,543 $83M 2.27% +421,549 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899,234 shares; 2024Q4: 1,945,534 shares; 2025Q1: 1,275,761 shares; 2025Q2: 1,232,859 shares; 2025Q3: 1,283,845 shares; 2025Q4: 1,301,362 shares; 2026Q1: 1,216,871 shares 1,216,871 $71.2M 1.95% -84,491 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: 1,165,052 shares; 2024Q4: 1,112,922 shares; 2025Q1: 1,166,226 shares; 2025Q2: 1,138,987 shares; 2025Q3: 1,175,525 shares; 2025Q4: 1,141,239 shares; 2026Q1: 1,330,362 shares 1,330,362 $62.4M 1.71% +189,123 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: 343,635 shares; 2024Q4: 346,864 shares; 2025Q1: 346,951 shares; 2025Q2: 455,766 shares; 2025Q3: 593,858 shares; 2025Q4: 449,853 shares; 2026Q1: 345,736 shares 345,736 $55.9M 1.53% -104,117 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: 266,689 shares; 2024Q4: 388,814 shares; 2025Q1: 424,221 shares; 2025Q2: 437,543 shares; 2025Q3: 381,763 shares; 2025Q4: 374,757 shares; 2026Q1: 376,473 shares 376,473 $55.2M 1.51% +1,716 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,978,820 shares; 2025Q2: 2,086,473 shares; 2025Q3: 2,196,521 shares; 2025Q4: 2,256,536 shares; 2026Q1: 2,167,242 shares 2,167,242 $48.5M 1.33% -89,294 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: 182,209 shares; 2024Q4: 177,563 shares; 2025Q1: 200,598 shares; 2025Q2: 201,702 shares; 2025Q3: 141,683 shares; 2025Q4: 391,618 shares; 2026Q1: 400,555 shares 400,555 $43.7M 1.19% +8,937 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 459,339 shares; 2024Q4: 443,338 shares; 2025Q1: 444,378 shares; 2025Q2: 433,937 shares; 2025Q3: 449,503 shares; 2025Q4: 438,397 shares; 2026Q1: 415,222 shares 415,222 $42.3M 1.16% -23,175 Timeline SCHP 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: 512,337 shares; 2024Q4: 980,880 shares; 2025Q1: 996,621 shares; 2025Q2: 1,033,047 shares; 2025Q3: 1,022,291 shares; 2025Q4: 1,041,339 shares; 2026Q1: 1,579,745 shares 1,579,745 $42M 1.15% +538,406 Timeline VSS 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: 377,452 shares; 2024Q4: 372,681 shares; 2025Q1: 327,150 shares; 2025Q2: 308,268 shares; 2025Q3: 318,906 shares; 2025Q4: 312,132 shares; 2026Q1: 287,330 shares 287,330 $41.9M 1.15% -24,802 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: 371,389 shares; 2024Q4: 373,335 shares; 2025Q1: 409,485 shares; 2025Q2: 415,610 shares; 2025Q3: 454,843 shares; 2025Q4: 341,500 shares; 2026Q1: 486,217 shares 486,217 $39.9M 1.09% +144,717 Timeline VCLT 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: 494,561 shares; 2024Q4: 493,859 shares; 2025Q1: 510,658 shares; 2025Q2: 503,551 shares; 2025Q3: 520,521 shares; 2025Q4: 537,679 shares; 2026Q1: 527,959 shares 527,959 $39.5M 1.08% -9,720 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: 701,629 shares; 2024Q4: 739,980 shares; 2025Q1: 709,044 shares; 2025Q2: 771,916 shares; 2025Q3: 840,612 shares; 2025Q4: 880,626 shares; 2026Q1: 849,291 shares 849,291 $38.3M 1.05% -31,335 Timeline SCHR 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: 245,304 shares; 2024Q4: 527,784 shares; 2025Q1: 1,235,104 shares; 2025Q2: 1,380,246 shares; 2025Q3: 1,491,941 shares; 2025Q4: 1,590,182 shares; 2026Q1: 1,531,355 shares 1,531,355 $38.1M 1.04% -58,827 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 657,658 shares; 2025Q1: 2,000,185 shares; 2025Q2: 2,092,069 shares; 2025Q3: 2,183,198 shares; 2025Q4: 2,153,251 shares; 2026Q1: 2,147,548 shares 2,147,548 $38.1M 1.04% -5,703 Timeline XLRE 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: 806,679 shares; 2024Q4: 788,274 shares; 2025Q1: 971,421 shares; 2025Q2: 963,965 shares; 2025Q3: 1,025,364 shares; 2025Q4: 1,056,728 shares; 2026Q1: 917,501 shares 917,501 $37.5M 1.02% -139,227 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: 113,574 shares; 2024Q4: 118,983 shares; 2025Q1: 129,951 shares; 2025Q2: 134,069 shares; 2025Q3: 132,721 shares; 2025Q4: 137,500 shares; 2026Q1: 145,417 shares 145,417 $36.9M 1.01% +7,917 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: 403,054 shares; 2024Q4: 447,786 shares; 2025Q1: 495,056 shares; 2025Q2: 355,743 shares; 2025Q3: 474,919 shares; 2025Q4: 478,734 shares; 2026Q1: 330,655 shares 330,655 $36.7M 1% -148,079 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: 104,025 shares; 2024Q4: 109,833 shares; 2025Q1: 117,286 shares; 2025Q2: 132,810 shares; 2025Q3: 150,843 shares; 2025Q4: 170,899 shares; 2026Q1: 182,285 shares 182,285 $31.8M 0.87% +11,386 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: 140,184 shares; 2024Q4: 139,177 shares; 2025Q1: 142,524 shares; 2025Q2: 148,913 shares; 2025Q3: 147,468 shares; 2025Q4: 147,445 shares; 2026Q1: 145,145 shares 145,145 $31.2M 0.85% -2,300 Timeline MLPX 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: 3,356 shares; 2025Q1: 380,177 shares; 2025Q2: 396,663 shares; 2025Q3: 416,546 shares; 2025Q4: 414,397 shares; 2026Q1: 412,560 shares 412,560 $30.5M 0.83% -1,837 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: 208,688 shares; 2024Q4: 208,306 shares; 2025Q1: 220,680 shares; 2025Q2: 224,245 shares; 2025Q3: 233,992 shares; 2025Q4: 470,590 shares; 2026Q1: 662,409 shares 662,409 $30.4M 0.83% +191,819 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970,739 shares; 2024Q4: 989,377 shares; 2025Q1: 1,028,813 shares; 2025Q2: 1,011,581 shares; 2025Q3: 1,082,928 shares; 2025Q4: 1,095,176 shares; 2026Q1: 1,063,984 shares 1,063,984 $28M 0.76% -31,192 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: 385,783 shares; 2024Q4: 382,726 shares; 2025Q1: 381,842 shares; 2025Q2: 374,492 shares; 2025Q3: 395,253 shares; 2025Q4: 404,489 shares; 2026Q1: 406,173 shares 406,173 $26.7M 0.73% +1,684 Timeline FLRN 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: 461,030 shares; 2024Q4: 689,091 shares; 2025Q1: 732,830 shares; 2025Q2: 712,649 shares; 2025Q3: 716,028 shares; 2025Q4: 940,761 shares; 2026Q1: 848,823 shares 848,823 $26.1M 0.71% -91,938 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: 774,981 shares; 2024Q4: 841,915 shares; 2025Q1: 874,806 shares; 2025Q2: 910,897 shares; 2025Q3: 918,991 shares; 2025Q4: 931,305 shares; 2026Q1: 934,502 shares 934,502 $23.9M 0.65% +3,197 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: 600,848 shares; 2024Q4: 653,176 shares; 2025Q1: 574,847 shares; 2025Q2: 610,675 shares; 2025Q3: 648,259 shares; 2025Q4: 668,022 shares; 2026Q1: 595,320 shares 595,320 $23.2M 0.63% -72,702 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: 152,102 shares; 2024Q4: 159,833 shares; 2025Q1: 206,905 shares; 2025Q2: 232,178 shares; 2025Q3: 251,959 shares; 2025Q4: 264,962 shares; 2026Q1: 296,765 shares 296,765 $21.1M 0.58% +31,803 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: 100,356 shares; 2024Q4: 206,796 shares; 2025Q1: 226,554 shares; 2025Q2: 306,230 shares; 2025Q3: 203,020 shares; 2025Q4: 415,134 shares; 2026Q1: 419,797 shares 419,797 $21M 0.57% +4,663 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: 212,595 shares; 2024Q4: 129,809 shares; 2025Q1: 207,062 shares; 2025Q2: 210,759 shares; 2025Q3: 288,555 shares; 2025Q4: 508,163 shares; 2026Q1: 319,840 shares 319,840 $19.6M 0.54% -188,323 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,669 shares; 2024Q4: 35,353 shares; 2025Q1: 39,472 shares; 2025Q2: 41,986 shares; 2025Q3: 44,343 shares; 2025Q4: 47,131 shares; 2026Q1: 52,701 shares 52,701 $19.5M 0.53% +5,570 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: 143,647 shares; 2024Q4: 489,219 shares; 2025Q1: 546,435 shares; 2025Q2: 616,474 shares; 2025Q3: 619,829 shares; 2025Q4: 623,081 shares; 2026Q1: 623,927 shares 623,927 $19.1M 0.52% +846 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: 68,793 shares; 2024Q4: 68,551 shares; 2025Q1: 87,572 shares; 2025Q2: 91,807 shares; 2025Q3: 101,187 shares; 2025Q4: 102,199 shares; 2026Q1: 101,702 shares 101,702 $18.7M 0.51% -497 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: 202,783 shares; 2024Q4: 217,848 shares; 2025Q1: 225,570 shares; 2025Q2: 237,591 shares; 2025Q3: 239,623 shares; 2025Q4: 218,742 shares; 2026Q1: 220,785 shares 220,785 $16.9M 0.46% +2,043 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: 191,699 shares; 2024Q4: 206,752 shares; 2025Q1: 216,482 shares; 2025Q2: 241,410 shares; 2025Q3: 245,475 shares; 2025Q4: 245,024 shares; 2026Q1: 250,349 shares 250,349 $15.7M 0.43% +5,325 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: 36,291 shares; 2024Q4: 40,327 shares; 2025Q1: 44,564 shares; 2025Q2: 51,445 shares; 2025Q3: 56,124 shares; 2025Q4: 64,358 shares; 2026Q1: 69,923 shares 69,923 $14.6M 0.4% +5,565 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: 217,555 shares; 2024Q4: 226,886 shares; 2025Q1: 339,541 shares; 2025Q2: 361,849 shares; 2025Q3: 380,569 shares; 2025Q4: 391,381 shares; 2026Q1: 422,760 shares 422,760 $14.2M 0.39% +31,379 Timeline DFLV 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: 294,167 shares; 2024Q4: 294,884 shares; 2025Q1: 338,216 shares; 2025Q2: 356,569 shares; 2025Q3: 371,974 shares; 2025Q4: 382,785 shares; 2026Q1: 372,399 shares 372,399 $13.3M 0.36% -10,386 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 332,048 shares; 2025Q2: 364,584 shares; 2025Q3: 415,465 shares; 2025Q4: 484,825 shares; 2026Q1: 529,043 shares 529,043 $13.2M 0.36% +44,218 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: 45,666 shares; 2024Q4: 44,883 shares; 2025Q1: 41,439 shares; 2025Q2: 42,933 shares; 2025Q3: 46,403 shares; 2025Q4: 46,487 shares; 2026Q1: 49,979 shares 49,979 $12.9M 0.35% +3,492 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: 15,511 shares; 2024Q4: 15,655 shares; 2025Q1: 39,547 shares; 2025Q2: 34,197 shares; 2025Q3: 20,618 shares; 2025Q4: 20,277 shares; 2026Q1: 18,796 shares 18,796 $12.2M 0.33% -1,481 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: 199,462 shares; 2024Q4: 205,604 shares; 2025Q1: 207,419 shares; 2025Q2: 215,910 shares; 2025Q3: 226,486 shares; 2025Q4: 231,213 shares; 2026Q1: 342,023 shares 342,023 $11.6M 0.32% +110,810 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,168 shares; 2024Q4: 298,590 shares; 2025Q1: 366,326 shares; 2025Q2: 422,336 shares; 2025Q3: 429,983 shares; 2025Q4: 428,950 shares; 2026Q1: 473,691 shares 473,691 $11M 0.3% +44,741 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: 16,122 shares; 2024Q4: 19,035 shares; 2025Q1: 22,442 shares; 2025Q2: 27,092 shares; 2025Q3: 31,185 shares; 2025Q4: 34,830 shares; 2026Q1: 37,794 shares 37,794 $10.9M 0.3% +2,964 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: 14,984 shares; 2024Q4: 16,369 shares; 2025Q1: 19,355 shares; 2025Q2: 22,613 shares; 2025Q3: 24,919 shares; 2025Q4: 26,830 shares; 2026Q1: 28,983 shares 28,983 $10.8M 0.29% +2,153 Timeline DFIV 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: 85,565 shares; 2024Q4: 91,521 shares; 2025Q1: 88,604 shares; 2025Q2: 93,526 shares; 2025Q3: 98,469 shares; 2025Q4: 102,680 shares; 2026Q1: 193,907 shares 193,907 $10.2M 0.28% +91,227 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: 21,387 shares; 2024Q4: 22,842 shares; 2025Q1: 25,990 shares; 2025Q2: 29,374 shares; 2025Q3: 32,382 shares; 2025Q4: 36,196 shares; 2026Q1: 35,435 shares 35,435 $10.2M 0.28% -761 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: 33,197 shares; 2024Q4: 32,876 shares; 2025Q1: 28,792 shares; 2025Q2: 29,842 shares; 2025Q3: 32,214 shares; 2025Q4: 32,717 shares; 2026Q1: 45,785 shares 45,785 $9.95M 0.27% +13,068 Timeline PAUG 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: 152,423 shares; 2024Q4: 148,181 shares; 2025Q1: 142,559 shares; 2025Q2: 143,249 shares; 2025Q3: 228,802 shares; 2025Q4: 230,134 shares; 2026Q1: 230,925 shares 230,925 $9.87M 0.27% +791 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,723 shares; 2024Q4: 232,296 shares; 2025Q1: 289,911 shares; 2025Q2: 335,165 shares; 2025Q3: 353,196 shares; 2025Q4: 390,380 shares; 2026Q1: 432,133 shares 432,133 $9.66M 0.26% +41,753 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: 128,020 shares; 2024Q4: 128,083 shares; 2025Q1: 134,434 shares; 2025Q2: 128,189 shares; 2025Q3: 128,367 shares; 2025Q4: 130,403 shares; 2026Q1: 135,973 shares 135,973 $9.18M 0.25% +5,570 Timeline DISV 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: 50,126 shares; 2024Q4: 52,497 shares; 2025Q1: 171,607 shares; 2025Q2: 183,768 shares; 2025Q3: 193,858 shares; 2025Q4: 199,911 shares; 2026Q1: 213,010 shares 213,010 $8.4M 0.23% +13,099 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: 6,072 shares; 2024Q4: 6,919 shares; 2025Q1: 8,435 shares; 2025Q2: 9,530 shares; 2025Q3: 11,224 shares; 2025Q4: 12,697 shares; 2026Q1: 14,500 shares 14,500 $8.3M 0.23% +1,803 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: 20,060 shares; 2024Q4: 19,829 shares; 2025Q1: 21,234 shares; 2025Q2: 22,364 shares; 2025Q3: 24,513 shares; 2025Q4: 24,799 shares; 2026Q1: 26,326 shares 26,326 $7.96M 0.22% +1,527 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: 65,688 shares; 2024Q4: 68,855 shares; 2025Q1: 103,002 shares; 2025Q2: 111,753 shares; 2025Q3: 120,971 shares; 2025Q4: 127,762 shares; 2026Q1: 223,527 shares 223,527 $7.83M 0.21% +95,765 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: 12,755 shares; 2024Q4: 13,040 shares; 2025Q1: 13,101 shares; 2025Q2: 13,492 shares; 2025Q3: 13,677 shares; 2025Q4: 13,360 shares; 2026Q1: 13,331 shares 13,331 $7.51M 0.21% -29 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: 104,607 shares; 2024Q4: 150,256 shares; 2025Q1: 190,064 shares; 2025Q2: 168,395 shares; 2025Q3: 186,454 shares; 2025Q4: 160,989 shares; 2026Q1: 143,988 shares 143,988 $7.29M 0.2% -17,001 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: 10,501 shares; 2024Q4: 10,104 shares; 2025Q1: 10,637 shares; 2025Q2: 11,969 shares; 2025Q3: 12,391 shares; 2025Q4: 13,221 shares; 2026Q1: 14,297 shares 14,297 $6.85M 0.19% +1,076 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,667 shares; 2024Q4: 186,214 shares; 2025Q1: 222,977 shares; 2025Q2: 265,313 shares; 2025Q3: 280,081 shares; 2025Q4: 286,098 shares; 2026Q1: 302,172 shares 302,172 $6.55M 0.18% +16,074 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: 28,420 shares; 2024Q4: 29,408 shares; 2025Q1: 33,665 shares; 2025Q2: 31,327 shares; 2025Q3: 37,469 shares; 2025Q4: 52,199 shares; 2026Q1: 52,223 shares 52,223 $6.49M 0.18% +24 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,211 shares; 2024Q4: 136,766 shares; 2025Q1: 131,146 shares; 2025Q2: 137,829 shares; 2025Q3: 139,329 shares; 2025Q4: 138,909 shares; 2026Q1: 138,167 shares 138,167 $6.35M 0.17% -742 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: 25,744 shares; 2024Q4: 26,653 shares; 2025Q1: 23,472 shares; 2025Q2: 23,653 shares; 2025Q3: 23,099 shares; 2025Q4: 19,075 shares; 2026Q1: 19,708 shares 19,708 $6.32M 0.17% +633 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: 16,147 shares; 2024Q4: 15,223 shares; 2025Q1: 14,910 shares; 2025Q2: 15,361 shares; 2025Q3: 14,912 shares; 2025Q4: 14,493 shares; 2026Q1: 14,372 shares 14,372 $6.28M 0.17% -121 Timeline PJUN 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: 155,830 shares; 2024Q4: 150,492 shares; 2025Q1: 153,235 shares; 2025Q2: 149,897 shares; 2025Q3: 147,840 shares; 2025Q4: 146,374 shares; 2026Q1: 148,628 shares 148,628 $6.22M 0.17% +2,254 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: 28,149 shares; 2024Q4: 32,267 shares; 2025Q1: 35,633 shares; 2025Q2: 38,287 shares; 2025Q3: 40,642 shares; 2025Q4: 34,121 shares; 2026Q1: 35,973 shares 35,973 $6.1M 0.17% +1,852 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: 3,618 shares; 2024Q4: 3,751 shares; 2025Q1: 4,168 shares; 2025Q2: 4,645 shares; 2025Q3: 5,250 shares; 2025Q4: 6,040 shares; 2026Q1: 6,191 shares 6,191 $5.7M 0.16% +151 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: 52,066 shares; 2024Q4: 49,756 shares; 2025Q1: 50,355 shares; 2025Q2: 49,549 shares; 2025Q3: 55,642 shares; 2025Q4: 55,181 shares; 2026Q1: 62,331 shares 62,331 $5.5M 0.15% +7,150 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: 9,058 shares; 2024Q4: 9,346 shares; 2025Q1: 9,960 shares; 2025Q2: 10,399 shares; 2025Q3: 10,931 shares; 2025Q4: 8,316 shares; 2026Q1: 8,946 shares 8,946 $5.35M 0.15% +630 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,164,344 shares; 2024Q4: 2,161,914 shares; 2025Q1: 292,033 shares; 2025Q2: 185,769 shares; 2025Q3: 233,954 shares; 2025Q4: 304,271 shares; 2026Q1: 200,705 shares 200,705 $4.81M 0.13% -103,566 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: 1,881 shares; 2024Q4: 2,051 shares; 2025Q1: 2,308 shares; 2025Q2: 2,619 shares; 2025Q3: 2,877 shares; 2025Q4: 33,495 shares; 2026Q1: 48,908 shares 48,908 $4.7M 0.13% +15,413 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 151,108 shares; 2025Q1: 167,516 shares; 2025Q2: 183,877 shares; 2025Q3: 193,022 shares; 2025Q4: 209,315 shares; 2026Q1: 217,659 shares 217,659 $4.58M 0.13% +8,344 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: 43,576 shares; 2024Q4: 51,543 shares; 2025Q1: 66,992 shares; 2025Q2: 85,037 shares; 2025Q3: 60,040 shares; 2025Q4: 59,842 shares; 2026Q1: 90,145 shares 90,145 $4.5M 0.12% +30,303 Timeline PFEB 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: 13,846 shares; 2024Q4: not reported; 2025Q1: 64,238 shares; 2025Q2: 104,928 shares; 2025Q3: 103,505 shares; 2025Q4: 102,690 shares; 2026Q1: 111,910 shares 111,910 $4.49M 0.12% +9,220 Timeline PGHY 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: 178,581 shares; 2024Q4: 214,754 shares; 2025Q1: 248,304 shares; 2025Q2: 272,296 shares; 2025Q3: 212,221 shares; 2025Q4: 218,622 shares; 2026Q1: 231,148 shares 231,148 $4.49M 0.12% +12,526 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: 4,827 shares; 2024Q4: 4,990 shares; 2025Q1: 5,052 shares; 2025Q2: 5,275 shares; 2025Q3: 5,471 shares; 2025Q4: 5,786 shares; 2026Q1: 6,044 shares 6,044 $4.28M 0.12% +258 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: 125,049 shares; 2024Q4: 93,161 shares; 2025Q1: 90,894 shares; 2025Q2: 87,795 shares; 2025Q3: 88,139 shares; 2025Q4: 86,334 shares; 2026Q1: 86,465 shares 86,465 $4.07M 0.11% +131 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: 6,731 shares; 2024Q4: 7,216 shares; 2025Q1: 8,431 shares; 2025Q2: 8,357 shares; 2025Q3: 11,487 shares; 2025Q4: 12,985 shares; 2026Q1: 16,504 shares 16,504 $4.04M 0.11% +3,519 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: 11,882 shares; 2024Q4: 11,886 shares; 2025Q1: 12,808 shares; 2025Q2: 13,044 shares; 2025Q3: 12,803 shares; 2025Q4: 13,405 shares; 2026Q1: 13,566 shares 13,566 $3.99M 0.11% +161 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: 10,666 shares; 2024Q4: 10,953 shares; 2025Q1: 11,167 shares; 2025Q2: 10,417 shares; 2025Q3: 9,757 shares; 2025Q4: 10,182 shares; 2026Q1: 11,530 shares 11,530 $3.94M 0.11% +1,348 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: 32,438 shares; 2024Q4: 119,669 shares; 2025Q1: 134,284 shares; 2025Q2: 133,152 shares; 2025Q3: 138,870 shares; 2025Q4: 137,325 shares; 2026Q1: 135,083 shares 135,083 $3.94M 0.11% -2,242 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 141,439 shares; 2026Q1: 146,571 shares 146,571 $3.75M 0.1% +5,132 Timeline FDL 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: 39,174 shares; 2024Q4: 33,084 shares; 2025Q1: 31,413 shares; 2025Q2: 30,421 shares; 2025Q3: 30,739 shares; 2025Q4: 28,295 shares; 2026Q1: 68,549 shares 68,549 $3.48M 0.1% +40,254 Timeline AUGW 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: 116,918 shares; 2024Q4: 112,192 shares; 2025Q1: 110,916 shares; 2025Q2: 110,470 shares; 2025Q3: 110,202 shares; 2025Q4: 108,101 shares; 2026Q1: 107,317 shares 107,317 $3.45M 0.09% -784 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: 12,310 shares; 2024Q4: 13,473 shares; 2025Q1: 14,971 shares; 2025Q2: 15,195 shares; 2025Q3: 18,533 shares; 2025Q4: 18,987 shares; 2026Q1: 22,978 shares 22,978 $3.32M 0.09% +3,991 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: 17,547 shares; 2024Q4: 17,008 shares; 2025Q1: 14,660 shares; 2025Q2: 16,575 shares; 2025Q3: 14,029 shares; 2025Q4: 14,629 shares; 2026Q1: 16,131 shares 16,131 $3.17M 0.09% +1,502 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 1,990 shares; 2025Q1: 2,139 shares; 2025Q2: 2,397 shares; 2025Q3: 2,535 shares; 2025Q4: 4,664 shares; 2026Q1: 5,150 shares 5,150 $3.11M 0.09% +486 Timeline FTSM 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: 9,298 shares; 2024Q4: not reported; 2025Q1: 183,697 shares; 2025Q2: 111,247 shares; 2025Q3: 61,124 shares; 2025Q4: 64,723 shares; 2026Q1: 51,726 shares 51,726 $3.09M 0.08% -12,997 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: 29,742 shares; 2024Q4: 85,122 shares; 2025Q1: 96,234 shares; 2025Q2: 91,443 shares; 2025Q3: 88,247 shares; 2025Q4: 93,827 shares; 2026Q1: 121,178 shares 121,178 $3.04M 0.08% +27,351 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 52,784 shares 52,784 $2.99M 0.08% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,991 shares; 2024Q4: 3,115 shares; 2025Q1: 3,141 shares; 2025Q2: 3,473 shares; 2025Q3: 3,185 shares; 2025Q4: 3,203 shares; 2026Q1: 2,837 shares 2,837 $2.83M 0.08% -366 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: 9,892 shares; 2024Q4: 7,591 shares; 2025Q1: 8,394 shares; 2025Q2: 7,991 shares; 2025Q3: 8,394 shares; 2025Q4: 8,413 shares; 2026Q1: 8,576 shares 8,576 $2.82M 0.08% +163 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,569 shares; 2024Q4: 72,569 shares; 2025Q1: 72,570 shares; 2025Q2: 72,569 shares; 2025Q3: 72,569 shares; 2025Q4: 72,569 shares; 2026Q1: 72,569 shares 72,569 $2.74M 0.07% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,662 shares; 2024Q4: 8,324 shares; 2025Q1: 9,307 shares; 2025Q2: 9,443 shares; 2025Q3: 12,153 shares; 2025Q4: 11,746 shares; 2026Q1: 13,066 shares 13,066 $2.7M 0.07% +1,320 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: 69,990 shares; 2024Q4: 69,740 shares; 2025Q1: 17,782 shares; 2025Q2: 17,782 shares; 2025Q3: 17,782 shares; 2025Q4: 17,782 shares; 2026Q1: 60,568 shares 60,568 $2.7M 0.07% +42,786 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: 42,463 shares; 2024Q4: 38,357 shares; 2025Q1: 37,491 shares; 2025Q2: 36,565 shares; 2025Q3: 36,922 shares; 2025Q4: 38,797 shares; 2026Q1: 39,071 shares 39,071 $2.67M 0.07% +274 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,220 shares; 2024Q4: 2,925 shares; 2025Q1: 3,031 shares; 2025Q2: 2,844 shares; 2025Q3: 2,877 shares; 2025Q4: 3,663 shares; 2026Q1: 4,027 shares 4,027 $2.63M 0.07% +364 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: 31,711 shares; 2024Q4: 31,543 shares; 2025Q1: 31,577 shares; 2025Q2: 32,956 shares; 2025Q3: 33,096 shares; 2025Q4: 34,268 shares; 2026Q1: 37,293 shares 37,293 $2.62M 0.07% +3,025 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: 4,369 shares; 2024Q4: 4,658 shares; 2025Q1: 6,349 shares; 2025Q2: 8,197 shares; 2025Q3: 12,103 shares; 2025Q4: 13,875 shares; 2026Q1: 15,789 shares 15,789 $2.61M 0.07% +1,914 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,653 shares; 2024Q4: 15,386 shares; 2025Q1: 15,643 shares; 2025Q2: 17,089 shares; 2025Q3: 19,883 shares; 2025Q4: 22,622 shares; 2026Q1: 27,383 shares 27,383 $2.54M 0.07% +4,761 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 7,359 shares; 2025Q1: 8,378 shares; 2025Q2: 7,844 shares; 2025Q3: 8,835 shares; 2025Q4: 10,186 shares; 2026Q1: 10,469 shares 10,469 $2.54M 0.07% +283 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: 2,448 shares; 2024Q4: 2,684 shares; 2025Q1: 3,602 shares; 2025Q2: 4,046 shares; 2025Q3: 5,452 shares; 2025Q4: 5,985 shares; 2026Q1: 8,821 shares 8,821 $2.5M 0.07% +2,836 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: 16,792 shares; 2024Q4: 15,962 shares; 2025Q1: 15,973 shares; 2025Q2: 15,902 shares; 2025Q3: 16,931 shares; 2025Q4: 16,234 shares; 2026Q1: 19,042 shares 19,042 $2.49M 0.07% +2,808 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: 4,580 shares; 2024Q4: 5,044 shares; 2025Q1: 5,592 shares; 2025Q2: 5,946 shares; 2025Q3: 6,274 shares; 2025Q4: 6,882 shares; 2026Q1: 7,884 shares 7,884 $2.38M 0.07% +1,002 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: not reported; 2024Q4: 28,560 shares; 2025Q1: 27,385 shares; 2025Q2: 26,963 shares; 2025Q3: 26,732 shares; 2025Q4: 24,893 shares; 2026Q1: 25,463 shares 25,463 $2.36M 0.06% +570 Timeline SPLV 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: 24,110 shares; 2024Q4: 25,004 shares; 2025Q1: 26,499 shares; 2025Q2: 25,775 shares; 2025Q3: 27,002 shares; 2025Q4: 27,455 shares; 2026Q1: 30,142 shares 30,142 $2.2M 0.06% +2,687 Timeline BGSI BOYD GROUP SERVICES INC More: the full row for BOYD GROUP SERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,262 shares; 2026Q1: 17,262 shares 17,262 $2.2M 0.06% 0 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: 4,999 shares; 2024Q4: 5,086 shares; 2025Q1: 4,899 shares; 2025Q2: 4,907 shares; 2025Q3: 4,802 shares; 2025Q4: 4,766 shares; 2026Q1: 4,706 shares 4,706 $2.18M 0.06% -60 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: 11,780 shares; 2024Q4: 13,787 shares; 2025Q1: 17,667 shares; 2025Q2: 19,761 shares; 2025Q3: 21,579 shares; 2025Q4: 22,704 shares; 2026Q1: 23,024 shares 23,024 $2.14M 0.06% +320 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: 10,065 shares; 2024Q4: 10,732 shares; 2025Q1: 11,561 shares; 2025Q2: 12,062 shares; 2025Q3: 13,913 shares; 2025Q4: 15,143 shares; 2026Q1: 15,909 shares 15,909 $2.12M 0.06% +766 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: 35,987 shares; 2024Q4: 35,747 shares; 2025Q1: 39,031 shares; 2025Q2: 40,539 shares; 2025Q3: 44,961 shares; 2025Q4: 44,961 shares; 2026Q1: 48,526 shares 48,526 $2.09M 0.06% +3,565 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: 62,188 shares; 2024Q4: 37,634 shares; 2025Q1: 34,105 shares; 2025Q2: 33,980 shares; 2025Q3: 33,980 shares; 2025Q4: 50,860 shares; 2026Q1: 50,760 shares 50,760 $2.07M 0.06% -100 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: 5,295 shares; 2024Q4: 5,279 shares; 2025Q1: 5,385 shares; 2025Q2: 5,503 shares; 2025Q3: 5,620 shares; 2025Q4: 5,855 shares; 2026Q1: 6,202 shares 6,202 $1.99M 0.05% +347 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,384 shares; 2024Q4: 6,405 shares; 2025Q1: 6,396 shares; 2025Q2: 6,611 shares; 2025Q3: 8,008 shares; 2025Q4: 7,970 shares; 2026Q1: 8,129 shares 8,129 $1.99M 0.05% +159 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: 60,089 shares; 2024Q4: 59,933 shares; 2025Q1: 68,711 shares; 2025Q2: 69,571 shares; 2025Q3: 64,276 shares; 2025Q4: 64,256 shares; 2026Q1: 49,593 shares 49,593 $1.97M 0.05% -14,663 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: 11,356 shares; 2024Q4: 13,046 shares; 2025Q1: 14,837 shares; 2025Q2: 14,829 shares; 2025Q3: 15,716 shares; 2025Q4: 15,039 shares; 2026Q1: 18,204 shares 18,204 $1.93M 0.05% +3,165 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: 16,686 shares; 2024Q4: 17,323 shares; 2025Q1: 19,054 shares; 2025Q2: 18,617 shares; 2025Q3: 17,135 shares; 2025Q4: 21,806 shares; 2026Q1: 24,759 shares 24,759 $1.88M 0.05% +2,953 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: 82,793 shares; 2024Q4: 82,694 shares; 2025Q1: 81,027 shares; 2025Q2: 78,881 shares; 2025Q3: 68,877 shares; 2025Q4: 60,885 shares; 2026Q1: 64,646 shares 64,646 $1.87M 0.05% +3,761 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,493 shares; 2024Q4: 1,683 shares; 2025Q1: 1,929 shares; 2025Q2: 2,237 shares; 2025Q3: 2,380 shares; 2025Q4: 3,051 shares; 2026Q1: 3,739 shares 3,739 $1.87M 0.05% +688 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,781 shares; 2025Q1: 7,225 shares; 2025Q2: 8,185 shares; 2025Q3: 8,980 shares; 2025Q4: 9,990 shares; 2026Q1: 12,676 shares 12,676 $1.85M 0.05% +2,686 Timeline CWB 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: 28,023 shares; 2024Q4: 24,908 shares; 2025Q1: 22,797 shares; 2025Q2: 21,313 shares; 2025Q3: 21,242 shares; 2025Q4: 20,452 shares; 2026Q1: 19,918 shares 19,918 $1.82M 0.05% -534 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: 27,817 shares; 2024Q4: 28,515 shares; 2025Q1: 32,021 shares; 2025Q2: 33,103 shares; 2025Q3: 34,098 shares; 2025Q4: 34,628 shares; 2026Q1: 36,902 shares 36,902 $1.8M 0.05% +2,274 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: 4,193 shares; 2024Q4: 4,347 shares; 2025Q1: 5,030 shares; 2025Q2: 5,731 shares; 2025Q3: 7,011 shares; 2025Q4: 7,455 shares; 2026Q1: 8,260 shares 8,260 $1.8M 0.05% +805 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: 9,676 shares; 2024Q4: 15,234 shares; 2025Q1: 15,882 shares; 2025Q2: 15,549 shares; 2025Q3: 14,333 shares; 2025Q4: 13,535 shares; 2026Q1: 13,393 shares 13,393 $1.77M 0.05% -142 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 486 shares; 2024Q4: 585 shares; 2025Q1: 709 shares; 2025Q2: 941 shares; 2025Q3: 1,027 shares; 2025Q4: 1,267 shares; 2026Q1: 1,142 shares 1,142 $1.68M 0.05% -125 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: 8,944 shares; 2024Q4: 8,567 shares; 2025Q1: 9,147 shares; 2025Q2: 9,092 shares; 2025Q3: 9,207 shares; 2025Q4: 20,039 shares; 2026Q1: 16,656 shares 16,656 $1.68M 0.05% -3,383 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: 4,280 shares; 2024Q4: 4,262 shares; 2025Q1: 4,555 shares; 2025Q2: 5,486 shares; 2025Q3: 5,687 shares; 2025Q4: 5,505 shares; 2026Q1: 6,174 shares 6,174 $1.67M 0.05% +669 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: 2,838 shares; 2024Q4: 3,804 shares; 2025Q1: 5,849 shares; 2025Q2: 7,716 shares; 2025Q3: 10,830 shares; 2025Q4: 12,193 shares; 2026Q1: 14,037 shares 14,037 $1.67M 0.05% +1,844 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: 5,138 shares; 2024Q4: 5,636 shares; 2025Q1: 5,187 shares; 2025Q2: 5,610 shares; 2025Q3: 5,970 shares; 2025Q4: 7,398 shares; 2026Q1: 8,181 shares 8,181 $1.66M 0.05% +783 Timeline SUB 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: 11,436 shares; 2024Q4: 13,507 shares; 2025Q1: 15,237 shares; 2025Q2: 15,290 shares; 2025Q3: 16,416 shares; 2025Q4: 16,022 shares; 2026Q1: 15,437 shares 15,437 $1.64M 0.04% -585 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: 8,529 shares; 2024Q4: 8,505 shares; 2025Q1: 8,342 shares; 2025Q2: 9,406 shares; 2025Q3: 10,962 shares; 2025Q4: 9,405 shares; 2026Q1: 9,010 shares 9,010 $1.63M 0.04% -395 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,693 shares 34,693 $1.62M 0.04% new Timeline EPS 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: 27,258 shares; 2024Q4: 24,912 shares; 2025Q1: 24,395 shares; 2025Q2: 24,264 shares; 2025Q3: 23,967 shares; 2025Q4: 23,992 shares; 2026Q1: 23,606 shares 23,606 $1.61M 0.04% -386 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: 978 shares; 2024Q4: 1,118 shares; 2025Q1: 1,592 shares; 2025Q2: 1,963 shares; 2025Q3: 2,563 shares; 2025Q4: 2,881 shares; 2026Q1: 3,304 shares 3,304 $1.56M 0.04% +423 Timeline IAGG 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: 24,850 shares; 2024Q4: 29,863 shares; 2025Q1: 30,638 shares; 2025Q2: 25,371 shares; 2025Q3: 26,270 shares; 2025Q4: 27,880 shares; 2026Q1: 30,551 shares 30,551 $1.53M 0.04% +2,671 Timeline EMHY 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: 28,698 shares; 2024Q4: 24,648 shares; 2025Q1: 23,805 shares; 2025Q2: 29,541 shares; 2025Q3: 32,142 shares; 2025Q4: 38,024 shares; 2026Q1: 38,369 shares 38,369 $1.51M 0.04% +345 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,990 shares; 2024Q4: 34,970 shares; 2025Q1: 36,945 shares; 2025Q2: 37,147 shares; 2025Q3: 37,112 shares; 2025Q4: 37,062 shares; 2026Q1: 36,932 shares 36,932 $1.48M 0.04% -130 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: 3,948 shares; 2024Q4: 4,446 shares; 2025Q1: 5,613 shares; 2025Q2: 6,669 shares; 2025Q3: 7,636 shares; 2025Q4: 8,484 shares; 2026Q1: 9,015 shares 9,015 $1.44M 0.04% +531 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: 3,306,309 shares; 2024Q4: 3,298,315 shares; 2025Q1: 258,978 shares; 2025Q2: 113,339 shares; 2025Q3: 179,857 shares; 2025Q4: 233,748 shares; 2026Q1: 70,199 shares 70,199 $1.43M 0.04% -163,549 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: 3,502 shares; 2024Q4: 3,658 shares; 2025Q1: 3,538 shares; 2025Q2: 3,528 shares; 2025Q3: 3,621 shares; 2025Q4: 3,733 shares; 2026Q1: 4,357 shares 4,357 $1.43M 0.04% +624 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: 3,759 shares; 2024Q4: 4,147 shares; 2025Q1: 4,763 shares; 2025Q2: 4,888 shares; 2025Q3: 4,506 shares; 2025Q4: 4,657 shares; 2026Q1: 4,600 shares 4,600 $1.43M 0.04% -57 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: 5,964 shares; 2024Q4: 4,946 shares; 2025Q1: 5,347 shares; 2025Q2: 11,142 shares; 2025Q3: 12,804 shares; 2025Q4: 13,712 shares; 2026Q1: 22,216 shares 22,216 $1.42M 0.04% +8,504 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: 4,903 shares; 2024Q4: 5,209 shares; 2025Q1: 5,329 shares; 2025Q2: 5,334 shares; 2025Q3: 4,730 shares; 2025Q4: 4,730 shares; 2026Q1: 4,812 shares 4,812 $1.42M 0.04% +82 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: 5,868 shares; 2024Q4: 6,273 shares; 2025Q1: 7,986 shares; 2025Q2: 9,049 shares; 2025Q3: 13,559 shares; 2025Q4: 15,121 shares; 2026Q1: 17,764 shares 17,764 $1.41M 0.04% +2,643 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,215 shares; 2024Q4: 53,346 shares; 2025Q1: 53,652 shares; 2025Q2: 53,036 shares; 2025Q3: 60,561 shares; 2025Q4: 63,393 shares; 2026Q1: 63,650 shares 63,650 $1.39M 0.04% +257 Timeline HYZD 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: 40,854 shares; 2024Q4: 42,681 shares; 2025Q1: 45,572 shares; 2025Q2: 46,650 shares; 2025Q3: 50,140 shares; 2025Q4: 56,225 shares; 2026Q1: 62,643 shares 62,643 $1.38M 0.04% +6,418 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,201 shares; 2024Q4: 5,580 shares; 2025Q1: 5,714 shares; 2025Q2: 5,745 shares; 2025Q3: 5,640 shares; 2025Q4: 5,845 shares; 2026Q1: 5,955 shares 5,955 $1.37M 0.04% +110 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,222 shares; 2024Q4: 1,393 shares; 2025Q1: 1,777 shares; 2025Q2: 2,119 shares; 2025Q3: 2,504 shares; 2025Q4: 2,793 shares; 2026Q1: 3,132 shares 3,132 $1.37M 0.04% +339 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,713 shares; 2024Q4: 2,884 shares; 2025Q1: 3,207 shares; 2025Q2: 3,265 shares; 2025Q3: 3,575 shares; 2025Q4: 3,898 shares; 2026Q1: 4,176 shares 4,176 $1.37M 0.04% +278 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,447 shares; 2024Q4: 2,577 shares; 2025Q1: 3,209 shares; 2025Q2: 4,373 shares; 2025Q3: 6,612 shares; 2025Q4: 7,532 shares; 2026Q1: 8,298 shares 8,298 $1.37M 0.04% +766 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,708 shares; 2024Q4: 2,147 shares; 2025Q1: 2,106 shares; 2025Q2: 2,253 shares; 2025Q3: 2,298 shares; 2025Q4: 2,953 shares; 2026Q1: 2,902 shares 2,902 $1.34M 0.04% -51 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: 1,534 shares; 2024Q4: 1,694 shares; 2025Q1: 1,982 shares; 2025Q2: 2,138 shares; 2025Q3: 2,422 shares; 2025Q4: 1,977 shares; 2026Q1: 1,873 shares 1,873 $1.31M 0.04% -104 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: 17,241 shares; 2024Q4: 17,233 shares; 2025Q1: 19,206 shares; 2025Q2: 13,912 shares; 2025Q3: 14,113 shares; 2025Q4: 11,814 shares; 2026Q1: 11,721 shares 11,721 $1.29M 0.04% -93 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: 1,883 shares; 2024Q4: 2,621 shares; 2025Q1: 2,285 shares; 2025Q2: 2,572 shares; 2025Q3: 2,728 shares; 2025Q4: 3,055 shares; 2026Q1: 2,985 shares 2,985 $1.28M 0.04% -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: 2,202 shares; 2024Q4: 2,509 shares; 2025Q1: 2,472 shares; 2025Q2: 2,676 shares; 2025Q3: 2,645 shares; 2025Q4: 2,908 shares; 2026Q1: 3,327 shares 3,327 $1.28M 0.03% +419 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: 7,513 shares; 2024Q4: 9,087 shares; 2025Q1: 8,454 shares; 2025Q2: 11,919 shares; 2025Q3: 8,191 shares; 2025Q4: 21,296 shares; 2026Q1: 18,634 shares 18,634 $1.27M 0.03% -2,662 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: 3,546 shares; 2024Q4: 3,740 shares; 2025Q1: 3,622 shares; 2025Q2: 3,766 shares; 2025Q3: 3,757 shares; 2025Q4: 4,968 shares; 2026Q1: 5,373 shares 5,373 $1.27M 0.03% +405 Timeline VOOV 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: 3,961 shares; 2024Q4: 3,970 shares; 2025Q1: 4,513 shares; 2025Q2: 4,387 shares; 2025Q3: 4,852 shares; 2025Q4: 5,096 shares; 2026Q1: 6,167 shares 6,167 $1.26M 0.03% +1,071 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,532 shares; 2024Q4: 2,802 shares; 2025Q1: 3,506 shares; 2025Q2: 3,921 shares; 2025Q3: 4,736 shares; 2025Q4: 5,642 shares; 2026Q1: 5,445 shares 5,445 $1.26M 0.03% -197 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: 2,695 shares; 2024Q4: 2,901 shares; 2025Q1: 3,240 shares; 2025Q2: 3,391 shares; 2025Q3: 3,347 shares; 2025Q4: 3,481 shares; 2026Q1: 3,808 shares 3,808 $1.25M 0.03% +327 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 869 shares; 2024Q4: 853 shares; 2025Q1: 1,428 shares; 2025Q2: 3,482 shares; 2025Q3: 2,040 shares; 2025Q4: 1,700 shares; 2026Q1: 3,363 shares 3,363 $1.24M 0.03% +1,663 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,560 shares; 2024Q4: 25,939 shares; 2025Q1: 34,144 shares; 2025Q2: 36,382 shares; 2025Q3: 34,114 shares; 2025Q4: 30,509 shares; 2026Q1: 12,483 shares 12,483 $1.23M 0.03% -18,026 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,865 shares; 2024Q4: 3,285 shares; 2025Q1: 3,946 shares; 2025Q2: 4,060 shares; 2025Q3: 4,814 shares; 2025Q4: 5,307 shares; 2026Q1: 6,031 shares 6,031 $1.19M 0.03% +724 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,607 shares; 2025Q1: 1,860 shares; 2025Q2: 2,277 shares; 2025Q3: 3,233 shares; 2025Q4: 3,709 shares; 2026Q1: 3,917 shares 3,917 $1.19M 0.03% +208 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,402 shares; 2024Q4: 25,778 shares; 2025Q1: 26,510 shares; 2025Q2: 26,382 shares; 2025Q3: 26,529 shares; 2025Q4: 25,932 shares; 2026Q1: 26,028 shares 26,028 $1.18M 0.03% +96 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: 1,968 shares; 2024Q4: 1,438 shares; 2025Q1: 13,766 shares; 2025Q2: 4,300 shares; 2025Q3: 4,381 shares; 2025Q4: 8,044 shares; 2026Q1: 6,119 shares 6,119 $1.17M 0.03% -1,925 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: 35,245 shares; 2024Q4: 35,356 shares; 2025Q1: 34,655 shares; 2025Q2: 34,581 shares; 2025Q3: 28,891 shares; 2025Q4: 24,045 shares; 2026Q1: 28,592 shares 28,592 $1.17M 0.03% +4,547 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: 28,815 shares; 2024Q4: 25,327 shares; 2025Q1: 35,290 shares; 2025Q2: 35,786 shares; 2025Q3: 39,668 shares; 2025Q4: 41,790 shares; 2026Q1: 41,296 shares 41,296 $1.16M 0.03% -494 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 736 shares; 2025Q3: 894 shares; 2025Q4: 871 shares; 2026Q1: 1,327 shares 1,327 $1.16M 0.03% +456 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: 10,150 shares; 2024Q4: 11,628 shares; 2025Q1: 12,218 shares; 2025Q2: 12,195 shares; 2025Q3: 9,946 shares; 2025Q4: 10,717 shares; 2026Q1: 8,866 shares 8,866 $1.12M 0.03% -1,851 Timeline UGL PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,812 shares; 2025Q3: 26,043 shares; 2025Q4: 29,342 shares; 2026Q1: 17,768 shares 17,768 $1.09M 0.03% -11,574 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: not reported; 2024Q4: 1,662 shares; 2025Q1: 1,725 shares; 2025Q2: 2,121 shares; 2025Q3: 7,376 shares; 2025Q4: 7,431 shares; 2026Q1: 7,441 shares 7,441 $1.08M 0.03% +10 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,163 shares; 2024Q4: 3,566 shares; 2025Q1: 4,709 shares; 2025Q2: 6,031 shares; 2025Q3: 10,100 shares; 2025Q4: 11,575 shares; 2026Q1: 13,309 shares 13,309 $1.08M 0.03% +1,734 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R 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: 5,283 shares; 2025Q3: 10,307 shares; 2025Q4: 12,457 shares; 2026Q1: 15,959 shares 15,959 $1.06M 0.03% +3,502 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: 48,768 shares; 2024Q4: 45,438 shares; 2025Q1: 46,751 shares; 2025Q2: 44,487 shares; 2025Q3: 46,720 shares; 2025Q4: 51,149 shares; 2026Q1: 14,079 shares 14,079 $1.05M 0.03% -37,070 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,866 shares; 2025Q1: 2,765 shares; 2025Q2: 3,665 shares; 2025Q3: 5,628 shares; 2025Q4: 6,624 shares; 2026Q1: 7,607 shares 7,607 $1.03M 0.03% +983 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 699 shares; 2024Q4: 1,852 shares; 2025Q1: 2,259 shares; 2025Q2: 2,917 shares; 2025Q3: 4,316 shares; 2025Q4: 5,436 shares; 2026Q1: 6,373 shares 6,373 $1.02M 0.03% +937 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: 4,616 shares; 2024Q4: 3,864 shares; 2025Q1: 3,944 shares; 2025Q2: 3,840 shares; 2025Q3: 6,929 shares; 2025Q4: 7,822 shares; 2026Q1: 10,515 shares 10,515 $1.02M 0.03% +2,693 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,530 shares; 2024Q4: 18,860 shares; 2025Q1: 12,230 shares; 2025Q2: 11,977 shares; 2025Q3: 11,762 shares; 2025Q4: 9,306 shares; 2026Q1: 12,714 shares 12,714 $1.01M 0.03% +3,408 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,027 shares; 2025Q3: 3,587 shares; 2025Q4: 4,016 shares; 2026Q1: 5,086 shares 5,086 $1M 0.03% +1,070 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,302 shares; 2024Q4: 1,559 shares; 2025Q1: 2,356 shares; 2025Q2: 2,775 shares; 2025Q3: 3,320 shares; 2025Q4: 3,837 shares; 2026Q1: 4,604 shares 4,604 $997K 0.03% +767 Timeline FLBL 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: 17,665 shares; 2024Q4: 19,660 shares; 2025Q1: 26,791 shares; 2025Q2: 29,031 shares; 2025Q3: 36,320 shares; 2025Q4: 38,220 shares; 2026Q1: 43,351 shares 43,351 $997K 0.03% +5,131 Timeline USD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 10,224 shares; 2025Q1: 10,224 shares; 2025Q2: 10,237 shares; 2025Q3: 10,264 shares; 2025Q4: 20,559 shares; 2026Q1: 20,585 shares 20,585 $987K 0.03% +26 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,157 shares; 2024Q4: 3,205 shares; 2025Q1: 3,601 shares; 2025Q2: 3,888 shares; 2025Q3: 5,530 shares; 2025Q4: 6,054 shares; 2026Q1: 6,644 shares 6,644 $978K 0.03% +590 Timeline AAXJ 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: 5,350 shares; 2025Q4: 7,889 shares; 2026Q1: 10,135 shares 10,135 $976K 0.03% +2,246 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,437 shares; 2024Q4: 2,770 shares; 2025Q1: 3,138 shares; 2025Q2: 3,341 shares; 2025Q3: 3,547 shares; 2025Q4: 3,756 shares; 2026Q1: 3,964 shares 3,964 $949K 0.03% +208 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 2,218 shares; 2025Q1: 2,767 shares; 2025Q2: 3,393 shares; 2025Q3: 4,647 shares; 2025Q4: 5,136 shares; 2026Q1: 7,229 shares 7,229 $947K 0.03% +2,093 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,082 shares; 2024Q4: 4,787 shares; 2025Q1: 5,398 shares; 2025Q2: 5,586 shares; 2025Q3: 4,767 shares; 2025Q4: 4,666 shares; 2026Q1: 4,636 shares 4,636 $946K 0.03% -30 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,410 shares; 2025Q3: 3,170 shares; 2025Q4: 3,914 shares; 2026Q1: 4,834 shares 4,834 $945K 0.03% +920 Timeline SKOR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,457 shares; 2024Q4: 7,271 shares; 2025Q1: 10,917 shares; 2025Q2: 11,919 shares; 2025Q3: 15,297 shares; 2025Q4: 16,850 shares; 2026Q1: 19,293 shares 19,293 $938K 0.03% +2,443 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: 8,499 shares; 2024Q4: 8,180 shares; 2025Q1: 9,715 shares; 2025Q2: 9,457 shares; 2025Q3: 10,070 shares; 2025Q4: 9,553 shares; 2026Q1: 9,398 shares 9,398 $933K 0.03% -155 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,815 shares; 2024Q4: 2,773 shares; 2025Q1: 3,248 shares; 2025Q2: 3,853 shares; 2025Q3: 5,227 shares; 2025Q4: 5,658 shares; 2026Q1: 5,932 shares 5,932 $923K 0.03% +274 Timeline RSPU INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,779 shares; 2024Q4: 9,470 shares; 2025Q1: 9,861 shares; 2025Q2: 10,071 shares; 2025Q3: 10,562 shares; 2025Q4: 10,721 shares; 2026Q1: 11,296 shares 11,296 $916K 0.03% +575 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,743 shares; 2024Q4: 20,713 shares; 2025Q1: 19,359 shares; 2025Q2: 18,490 shares; 2025Q3: 17,660 shares; 2025Q4: 14,357 shares; 2026Q1: 18,243 shares 18,243 $916K 0.03% +3,886 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: not reported; 2024Q4: 4,023 shares; 2025Q1: 4,556 shares; 2025Q2: 4,909 shares; 2025Q3: 4,668 shares; 2025Q4: 4,544 shares; 2026Q1: 4,672 shares 4,672 $902K 0.02% +128 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,252 shares; 2024Q4: 2,457 shares; 2025Q1: 2,728 shares; 2025Q2: 3,571 shares; 2025Q3: 3,830 shares; 2025Q4: 4,036 shares; 2026Q1: 4,802 shares 4,802 $897K 0.02% +766 Timeline BAB 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: 48,888 shares; 2024Q4: 52,268 shares; 2025Q1: 52,831 shares; 2025Q2: 70,669 shares; 2025Q3: 54,191 shares; 2025Q4: 54,152 shares; 2026Q1: 33,253 shares 33,253 $897K 0.02% -20,899 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: 1,175 shares; 2024Q4: 1,292 shares; 2025Q1: 1,514 shares; 2025Q2: 1,701 shares; 2025Q3: 1,852 shares; 2025Q4: 2,014 shares; 2026Q1: 2,001 shares 2,001 $894K 0.02% -13 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: 3,950 shares; 2024Q4: 4,328 shares; 2025Q1: 4,891 shares; 2025Q2: 5,254 shares; 2025Q3: 5,944 shares; 2025Q4: 6,425 shares; 2026Q1: 6,927 shares 6,927 $893K 0.02% +502 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,440 shares; 2024Q4: 26,779 shares; 2025Q1: 23,937 shares; 2025Q2: 20,053 shares; 2025Q3: 20,394 shares; 2025Q4: 20,770 shares; 2026Q1: 20,474 shares 20,474 $893K 0.02% -296 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,459 shares; 2025Q3: 2,437 shares; 2025Q4: 2,814 shares; 2026Q1: 3,424 shares 3,424 $891K 0.02% +610 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,552 shares; 2025Q4: 5,640 shares; 2026Q1: 6,519 shares 6,519 $887K 0.02% +879 Timeline FV 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: 18,046 shares; 2024Q4: 17,118 shares; 2025Q1: 15,968 shares; 2025Q2: 15,583 shares; 2025Q3: 15,374 shares; 2025Q4: 15,043 shares; 2026Q1: 14,656 shares 14,656 $886K 0.02% -387 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,052 shares; 2024Q4: 9,101 shares; 2025Q1: 11,952 shares; 2025Q2: 12,891 shares; 2025Q3: 16,070 shares; 2025Q4: 16,655 shares; 2026Q1: 18,518 shares 18,518 $886K 0.02% +1,863 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,802 shares 24,802 $881K 0.02% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,926 shares; 2024Q4: 9,138 shares; 2025Q1: 9,074 shares; 2025Q2: 8,755 shares; 2025Q3: 9,383 shares; 2025Q4: 11,171 shares; 2026Q1: 11,337 shares 11,337 $880K 0.02% +166 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,903 shares; 2024Q4: 16,413 shares; 2025Q1: 20,613 shares; 2025Q2: 24,996 shares; 2025Q3: 27,523 shares; 2025Q4: 29,946 shares; 2026Q1: 33,994 shares 33,994 $880K 0.02% +4,048 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: 865 shares; 2024Q4: 1,966 shares; 2025Q1: 1,967 shares; 2025Q2: 2,038 shares; 2025Q3: 2,038 shares; 2025Q4: 2,087 shares; 2026Q1: 2,049 shares 2,049 $874K 0.02% -38 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,666 shares; 2024Q4: 2,753 shares; 2025Q1: 2,935 shares; 2025Q2: 2,782 shares; 2025Q3: 2,786 shares; 2025Q4: 2,705 shares; 2026Q1: 3,019 shares 3,019 $867K 0.02% +314 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: 3,843 shares; 2024Q4: 4,011 shares; 2025Q1: 3,926 shares; 2025Q2: 3,729 shares; 2025Q3: 6,083 shares; 2025Q4: 7,170 shares; 2026Q1: 7,203 shares 7,203 $867K 0.02% +33 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,076 shares; 2025Q2: 2,688 shares; 2025Q3: 2,853 shares; 2025Q4: 2,085 shares; 2026Q1: 2,123 shares 2,123 $865K 0.02% +38 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,674 shares; 2024Q4: 1,823 shares; 2025Q1: 2,061 shares; 2025Q2: 2,299 shares; 2025Q3: 2,556 shares; 2025Q4: 2,805 shares; 2026Q1: 2,960 shares 2,960 $861K 0.02% +155 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: 66,938 shares; 2024Q4: 52,475 shares; 2025Q1: 47,795 shares; 2025Q2: 38,036 shares; 2025Q3: 38,863 shares; 2025Q4: 38,143 shares; 2026Q1: 38,051 shares 38,051 $850K 0.02% -92 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: 680 shares; 2024Q4: 736 shares; 2025Q1: 914 shares; 2025Q2: 1,096 shares; 2025Q3: 1,457 shares; 2025Q4: 1,697 shares; 2026Q1: 1,936 shares 1,936 $840K 0.02% +239 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,187 shares; 2024Q4: 6,710 shares; 2025Q1: 7,390 shares; 2025Q2: 7,766 shares; 2025Q3: 8,309 shares; 2025Q4: 8,348 shares; 2026Q1: 8,665 shares 8,665 $836K 0.02% +317 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,127 shares; 2024Q4: 14,127 shares; 2025Q1: 14,111 shares; 2025Q2: 14,110 shares; 2025Q3: 14,110 shares; 2025Q4: 14,110 shares; 2026Q1: 14,110 shares 14,110 $834K 0.02% 0 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,308 shares; 2025Q3: 14,724 shares; 2025Q4: 15,758 shares; 2026Q1: 17,214 shares 17,214 $834K 0.02% +1,456 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: 2,340 shares; 2024Q4: 2,475 shares; 2025Q1: 2,280 shares; 2025Q2: 2,294 shares; 2025Q3: 2,271 shares; 2025Q4: 2,274 shares; 2026Q1: 5,698 shares 5,698 $833K 0.02% +3,424 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: 6,752 shares; 2024Q4: 6,274 shares; 2025Q1: 6,572 shares; 2025Q2: 6,014 shares; 2025Q3: 5,540 shares; 2025Q4: 7,027 shares; 2026Q1: 5,304 shares 5,304 $824K 0.02% -1,723 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: 4,103 shares; 2024Q4: 3,799 shares; 2025Q1: 3,857 shares; 2025Q2: 3,644 shares; 2025Q3: 3,596 shares; 2025Q4: 3,260 shares; 2026Q1: 3,306 shares 3,306 $823K 0.02% +46 Timeline USHY 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: 38,399 shares; 2024Q4: 34,933 shares; 2025Q1: 34,095 shares; 2025Q2: 30,986 shares; 2025Q3: 30,798 shares; 2025Q4: 23,554 shares; 2026Q1: 22,242 shares 22,242 $819K 0.02% -1,312 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: 1,977 shares; 2024Q4: 1,947 shares; 2025Q1: 2,276 shares; 2025Q2: 2,418 shares; 2025Q3: 3,034 shares; 2025Q4: 3,003 shares; 2026Q1: 3,373 shares 3,373 $819K 0.02% +370 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,891 shares; 2024Q4: 1,918 shares; 2025Q1: 4,416 shares; 2025Q2: 4,442 shares; 2025Q3: 4,210 shares; 2025Q4: 4,161 shares; 2026Q1: 3,999 shares 3,999 $813K 0.02% -162 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: 5,311 shares; 2024Q4: 5,698 shares; 2025Q1: 6,314 shares; 2025Q2: 6,058 shares; 2025Q3: 5,909 shares; 2025Q4: 5,862 shares; 2026Q1: 6,407 shares 6,407 $797K 0.02% +545 Timeline DFAR 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: 36,824 shares; 2024Q4: 35,086 shares; 2025Q1: 35,329 shares; 2025Q2: 34,822 shares; 2025Q3: 34,647 shares; 2025Q4: 34,575 shares; 2026Q1: 33,676 shares 33,676 $796K 0.02% -899 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: 16,658 shares; 2024Q4: 13,799 shares; 2025Q1: 14,476 shares; 2025Q2: 13,984 shares; 2025Q3: 13,586 shares; 2025Q4: 13,551 shares; 2026Q1: 13,387 shares 13,387 $793K 0.02% -164 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: 998,530 shares; 2024Q4: 1,056,401 shares; 2025Q1: 57,603 shares; 2025Q2: 26,104 shares; 2025Q3: 38,499 shares; 2025Q4: 48,004 shares; 2026Q1: 16,676 shares 16,676 $784K 0.02% -31,328 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: 729 shares; 2024Q4: 715 shares; 2025Q1: 713 shares; 2025Q2: 734 shares; 2025Q3: 791 shares; 2025Q4: 774 shares; 2026Q1: 1,451 shares 1,451 $781K 0.02% +677 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: 882 shares; 2024Q4: 1,030 shares; 2025Q1: 1,323 shares; 2025Q2: 2,817 shares; 2025Q3: 2,588 shares; 2025Q4: 2,665 shares; 2026Q1: 2,926 shares 2,926 $778K 0.02% +261 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: 449 shares; 2024Q4: 489 shares; 2025Q1: 512 shares; 2025Q2: 723 shares; 2025Q3: 868 shares; 2025Q4: 864 shares; 2026Q1: 913 shares 913 $774K 0.02% +49 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,160 shares; 2024Q4: 21,097 shares; 2025Q1: 25,703 shares; 2025Q2: 27,413 shares; 2025Q3: 31,456 shares; 2025Q4: 27,804 shares; 2026Q1: 33,061 shares 33,061 $768K 0.02% +5,257 Timeline EUAD SPINNAKER ETF SERIES More: the full row for SPINNAKER ETF SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,538 shares; 2025Q3: 17,984 shares; 2025Q4: 19,750 shares; 2026Q1: 18,835 shares 18,835 $767K 0.02% -915 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,316 shares 13,316 $767K 0.02% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 641 shares; 2025Q1: 792 shares; 2025Q2: 1,012 shares; 2025Q3: 1,466 shares; 2025Q4: 1,636 shares; 2026Q1: 1,823 shares 1,823 $760K 0.02% +187 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,411 shares; 2024Q4: 42,046 shares; 2025Q1: 40,607 shares; 2025Q2: 32,661 shares; 2025Q3: 19,706 shares; 2025Q4: 20,804 shares; 2026Q1: 15,546 shares 15,546 $758K 0.02% -5,258 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: 221 shares; 2024Q4: 223 shares; 2025Q1: 221 shares; 2025Q2: 225 shares; 2025Q3: 244 shares; 2025Q4: 411 shares; 2026Q1: 436 shares 436 $756K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,110 shares; 2025Q3: 1,851 shares; 2025Q4: 1,694 shares; 2026Q1: 2,235 shares 2,235 $756K 0.02% +541 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,797 shares; 2025Q2: 5,508 shares; 2025Q3: 8,220 shares; 2025Q4: 9,769 shares; 2026Q1: 12,325 shares 12,325 $744K 0.02% +2,556 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,780 shares; 2024Q4: 6,832 shares; 2025Q1: 7,087 shares; 2025Q2: 6,856 shares; 2025Q3: 7,516 shares; 2025Q4: 7,534 shares; 2026Q1: 7,534 shares 7,534 $732K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,947 shares; 2025Q1: 3,023 shares; 2025Q2: 3,843 shares; 2025Q3: 5,186 shares; 2025Q4: 6,095 shares; 2026Q1: 7,905 shares 7,905 $728K 0.02% +1,810 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,210 shares; 2024Q4: 15,263 shares; 2025Q1: 18,430 shares; 2025Q2: 20,517 shares; 2025Q3: 23,647 shares; 2025Q4: 24,665 shares; 2026Q1: 27,865 shares 27,865 $728K 0.02% +3,200 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,898 shares; 2025Q4: 6,914 shares; 2026Q1: 7,909 shares 7,909 $726K 0.02% +995 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: 15,705 shares; 2024Q4: 13,870 shares; 2025Q1: 16,881 shares; 2025Q2: 16,157 shares; 2025Q3: 15,350 shares; 2025Q4: 12,094 shares; 2026Q1: 14,913 shares 14,913 $721K 0.02% +2,819 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: not reported; 2024Q4: not reported; 2025Q1: 420 shares; 2025Q2: 651 shares; 2025Q3: 815 shares; 2025Q4: 876 shares; 2026Q1: 1,055 shares 1,055 $720K 0.02% +179 Timeline HYLS 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: 36,598 shares; 2024Q4: 25,675 shares; 2025Q1: 21,860 shares; 2025Q2: 17,541 shares; 2025Q3: 17,708 shares; 2025Q4: 17,911 shares; 2026Q1: 17,750 shares 17,750 $720K 0.02% -161 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 497 shares; 2025Q3: 1,009 shares; 2025Q4: 1,292 shares; 2026Q1: 1,681 shares 1,681 $716K 0.02% +389 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: 4,637 shares; 2024Q4: 4,903 shares; 2025Q1: 5,603 shares; 2025Q2: 6,596 shares; 2025Q3: 7,359 shares; 2025Q4: 7,981 shares; 2026Q1: 7,898 shares 7,898 $714K 0.02% -83 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,668 shares; 2024Q4: 1,492 shares; 2025Q1: 2,053 shares; 2025Q2: 2,019 shares; 2025Q3: 2,425 shares; 2025Q4: 2,525 shares; 2026Q1: 3,127 shares 3,127 $707K 0.02% +602 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,982 shares; 2025Q4: 6,069 shares; 2026Q1: 7,794 shares 7,794 $702K 0.02% +1,725 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: 14,361 shares; 2024Q4: 80,679 shares; 2025Q1: 92,697 shares; 2025Q2: 94,157 shares; 2025Q3: 16,662 shares; 2025Q4: 16,102 shares; 2026Q1: 16,102 shares 16,102 $694K 0.02% 0 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: 1,636 shares; 2024Q4: 1,615 shares; 2025Q1: 1,646 shares; 2025Q2: 1,946 shares; 2025Q3: 3,281 shares; 2025Q4: 3,781 shares; 2026Q1: 3,786 shares 3,786 $691K 0.02% +5 Timeline COPX 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: 9,804 shares; 2024Q4: 9,508 shares; 2025Q1: 9,502 shares; 2025Q2: 9,475 shares; 2025Q3: 9,475 shares; 2025Q4: 9,810 shares; 2026Q1: 8,940 shares 8,940 $683K 0.02% -870 Timeline BIV 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: 31,653 shares; 2024Q4: 28,967 shares; 2025Q1: 31,144 shares; 2025Q2: 29,678 shares; 2025Q3: 11,983 shares; 2025Q4: 10,964 shares; 2026Q1: 8,842 shares 8,842 $682K 0.02% -2,122 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,834 shares; 2025Q4: 1,948 shares; 2026Q1: 2,406 shares 2,406 $679K 0.02% +458 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,107 shares; 2024Q4: 2,549 shares; 2025Q1: 3,429 shares; 2025Q2: 4,015 shares; 2025Q3: 4,174 shares; 2025Q4: 3,532 shares; 2026Q1: 4,673 shares 4,673 $676K 0.02% +1,141 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: 5,327 shares; 2024Q4: 5,717 shares; 2025Q1: 5,907 shares; 2025Q2: 5,751 shares; 2025Q3: 5,445 shares; 2025Q4: 5,190 shares; 2026Q1: 5,142 shares 5,142 $674K 0.02% -48 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: 6,162 shares; 2024Q4: 6,440 shares; 2025Q1: 6,974 shares; 2025Q2: 7,260 shares; 2025Q3: 7,533 shares; 2025Q4: 7,287 shares; 2026Q1: 6,556 shares 6,556 $673K 0.02% -731 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,911 shares; 2025Q3: 8,965 shares; 2025Q4: 8,679 shares; 2026Q1: 9,941 shares 9,941 $661K 0.02% +1,262 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,497 shares 7,497 $660K 0.02% new Timeline SLQD 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: 13,044 shares; 2024Q4: 13,044 shares; 2025Q1: 13,044 shares; 2025Q2: 13,044 shares; 2025Q3: 13,044 shares; 2025Q4: 13,044 shares; 2026Q1: 13,044 shares 13,044 $659K 0.02% 0 Timeline HYMB 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: 9,265 shares; 2024Q4: 10,713 shares; 2025Q1: 21,001 shares; 2025Q2: 21,949 shares; 2025Q3: 23,933 shares; 2025Q4: 21,653 shares; 2026Q1: 26,345 shares 26,345 $653K 0.02% +4,692 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: 13,910 shares; 2024Q4: 13,925 shares; 2025Q1: 14,130 shares; 2025Q2: 15,765 shares; 2025Q3: 16,284 shares; 2025Q4: 16,107 shares; 2026Q1: 16,105 shares 16,105 $647K 0.02% -2 Timeline JNK 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: 6,815 shares; 2024Q4: 7,414 shares; 2025Q1: 6,815 shares; 2025Q2: 6,815 shares; 2025Q3: 6,815 shares; 2025Q4: 6,920 shares; 2026Q1: 6,700 shares 6,700 $641K 0.02% -220 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,376 shares; 2026Q1: 2,773 shares 2,773 $641K 0.02% +397 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,185 shares; 2024Q4: 2,973 shares; 2025Q1: 4,096 shares; 2025Q2: 5,189 shares; 2025Q3: 6,545 shares; 2025Q4: 8,056 shares; 2026Q1: 9,787 shares 9,787 $638K 0.02% +1,731 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,188 shares; 2025Q3: 2,194 shares; 2025Q4: 2,584 shares; 2026Q1: 2,959 shares 2,959 $634K 0.02% +375 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: 2,819 shares; 2024Q4: 2,393 shares; 2025Q1: 2,286 shares; 2025Q2: 2,412 shares; 2025Q3: 2,406 shares; 2025Q4: 2,284 shares; 2026Q1: 2,421 shares 2,421 $634K 0.02% +137 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,775 shares; 2026Q1: 1,872 shares 1,872 $634K 0.02% -903 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 1,274 shares; 2025Q4: 1,411 shares; 2026Q1: 1,768 shares 1,768 $633K 0.02% +357 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,375 shares; 2025Q2: 6,857 shares; 2025Q3: 9,106 shares; 2025Q4: 10,045 shares; 2026Q1: 12,798 shares 12,798 $627K 0.02% +2,753 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,495 shares 2,495 $625K 0.02% new Timeline IMTM 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: 13,003 shares; 2024Q4: 13,003 shares; 2025Q1: 13,003 shares; 2025Q2: 13,003 shares; 2025Q3: 13,052 shares; 2025Q4: 13,003 shares; 2026Q1: 13,003 shares 13,003 $624K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,915 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 3,083 shares; 2025Q3: 3,096 shares; 2025Q4: 3,173 shares; 2026Q1: 3,414 shares 3,414 $622K 0.02% +241 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,888 shares; 2025Q3: 12,303 shares; 2025Q4: 13,646 shares; 2026Q1: 17,688 shares 17,688 $622K 0.02% +4,042 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,481 shares; 2025Q1: 4,154 shares; 2025Q2: 4,510 shares; 2025Q3: 4,456 shares; 2025Q4: 4,578 shares; 2026Q1: 5,255 shares 5,255 $621K 0.02% +677 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: 1,273 shares; 2024Q4: 1,432 shares; 2025Q1: 1,631 shares; 2025Q2: 1,074 shares; 2025Q3: 941 shares; 2025Q4: 975 shares; 2026Q1: 1,247 shares 1,247 $613K 0.02% +272 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: 11,575 shares; 2024Q4: 11,344 shares; 2025Q1: 8,954 shares; 2025Q2: 11,857 shares; 2025Q3: 12,494 shares; 2025Q4: 9,935 shares; 2026Q1: 7,915 shares 7,915 $610K 0.02% -2,020 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: not reported; 2024Q4: not reported; 2025Q1: 1,043 shares; 2025Q2: 1,346 shares; 2025Q3: 1,752 shares; 2025Q4: 2,240 shares; 2026Q1: 2,772 shares 2,772 $607K 0.02% +532 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,509 shares 3,509 $607K 0.02% new Timeline EFIV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,816 shares; 2025Q4: 8,496 shares; 2026Q1: 9,535 shares 9,535 $601K 0.02% +1,039 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,853 shares; 2024Q4: 9,957 shares; 2025Q1: 11,252 shares; 2025Q2: 11,590 shares; 2025Q3: 10,352 shares; 2025Q4: 10,030 shares; 2026Q1: 10,412 shares 10,412 $600K 0.02% +382 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 417 shares; 2025Q2: 417 shares; 2025Q3: 824 shares; 2025Q4: 859 shares; 2026Q1: 988 shares 988 $598K 0.02% +129 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,711 shares; 2025Q4: 9,269 shares; 2026Q1: 10,970 shares 10,970 $591K 0.02% +1,701 Timeline JIVE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,835 shares 6,835 $585K 0.02% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,398 shares; 2025Q4: 12,664 shares; 2026Q1: 15,125 shares 15,125 $578K 0.02% +2,461 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,349 shares; 2024Q4: not reported; 2025Q1: 4,120 shares; 2025Q2: 5,192 shares; 2025Q3: 7,163 shares; 2025Q4: 5,977 shares; 2026Q1: 7,840 shares 7,840 $574K 0.02% +1,863 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,095 shares; 2025Q2: 3,624 shares; 2025Q3: 4,477 shares; 2025Q4: 4,561 shares; 2026Q1: 5,351 shares 5,351 $571K 0.02% +790 Timeline XMHQ 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: 5,759 shares; 2024Q4: 5,744 shares; 2025Q1: 5,710 shares; 2025Q2: 5,699 shares; 2025Q3: 5,581 shares; 2025Q4: 5,524 shares; 2026Q1: 5,511 shares 5,511 $570K 0.02% -13 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,338 shares; 2025Q4: 1,778 shares; 2026Q1: 2,262 shares 2,262 $569K 0.02% +484 Timeline HEWJ 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: 6,245 shares; 2024Q4: 6,222 shares; 2025Q1: 5,754 shares; 2025Q2: 5,430 shares; 2025Q3: 8,569 shares; 2025Q4: 10,063 shares; 2026Q1: 10,052 shares 10,052 $566K 0.02% -11 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,371 shares; 2025Q3: 2,772 shares; 2025Q4: 3,166 shares; 2026Q1: 3,866 shares 3,866 $565K 0.02% +700 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 814 shares; 2025Q4: 814 shares; 2026Q1: 814 shares 814 $555K 0.02% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,260 shares; 2024Q4: 3,520 shares; 2025Q1: 3,565 shares; 2025Q2: 3,737 shares; 2025Q3: 3,162 shares; 2025Q4: 2,982 shares; 2026Q1: 2,211 shares 2,211 $555K 0.02% -771 Timeline JADE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,350 shares 8,350 $553K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,988 shares; 2025Q1: 2,971 shares; 2025Q2: 2,734 shares; 2025Q3: 2,694 shares; 2025Q4: 2,635 shares; 2026Q1: 2,648 shares 2,648 $551K 0.02% +13 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: 938 shares; 2024Q4: 931 shares; 2025Q1: not reported; 2025Q2: 1,098 shares; 2025Q3: 1,794 shares; 2025Q4: 2,230 shares; 2026Q1: 1,960 shares 1,960 $548K 0.01% -270 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: 5,002 shares; 2024Q4: 4,543 shares; 2025Q1: 5,025 shares; 2025Q2: 4,852 shares; 2025Q3: 8,721 shares; 2025Q4: 6,498 shares; 2026Q1: 4,816 shares 4,816 $546K 0.01% -1,682 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 6,847 shares; 2025Q4: 7,392 shares; 2026Q1: 8,795 shares 8,795 $544K 0.01% +1,403 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 546 shares; 2024Q4: 533 shares; 2025Q1: 728 shares; 2025Q2: 1,197 shares; 2025Q3: 1,844 shares; 2025Q4: 2,154 shares; 2026Q1: 2,600 shares 2,600 $544K 0.01% +446 Timeline PZA 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: 27,720 shares; 2024Q4: 32,501 shares; 2025Q1: 27,344 shares; 2025Q2: 28,814 shares; 2025Q3: 30,973 shares; 2025Q4: 29,037 shares; 2026Q1: 23,631 shares 23,631 $543K 0.01% -5,406 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: 4,308 shares; 2024Q4: 4,623 shares; 2025Q1: 5,580 shares; 2025Q2: 6,033 shares; 2025Q3: 6,422 shares; 2025Q4: 6,412 shares; 2026Q1: 6,467 shares 6,467 $541K 0.01% +55 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: 5,509 shares; 2024Q4: 5,447 shares; 2025Q1: 5,999 shares; 2025Q2: 6,859 shares; 2025Q3: 8,434 shares; 2025Q4: 9,018 shares; 2026Q1: 8,614 shares 8,614 $541K 0.01% -404 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,543 shares; 2025Q3: 5,119 shares; 2025Q4: 6,034 shares; 2026Q1: 7,398 shares 7,398 $538K 0.01% +1,364 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: 1,571 shares; 2024Q4: 1,542 shares; 2025Q1: 1,585 shares; 2025Q2: 1,582 shares; 2025Q3: 1,805 shares; 2025Q4: 1,695 shares; 2026Q1: 1,631 shares 1,631 $532K 0.01% -64 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR 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: 3,281 shares; 2025Q4: 4,215 shares; 2026Q1: 5,303 shares 5,303 $531K 0.01% +1,088 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,471 shares; 2024Q4: 1,737 shares; 2025Q1: 1,824 shares; 2025Q2: 1,915 shares; 2025Q3: 1,702 shares; 2025Q4: 1,866 shares; 2026Q1: 1,923 shares 1,923 $530K 0.01% +57 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,760 shares; 2024Q4: 31,390 shares; 2025Q1: 33,181 shares; 2025Q2: 45,135 shares; 2025Q3: 44,185 shares; 2025Q4: 43,672 shares; 2026Q1: 44,531 shares 44,531 $514K 0.01% +859 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 309 shares; 2025Q3: 499 shares; 2025Q4: 599 shares; 2026Q1: 705 shares 705 $514K 0.01% +106 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 462 shares; 2025Q3: 1,204 shares; 2025Q4: 1,672 shares; 2026Q1: 2,352 shares 2,352 $510K 0.01% +680 Timeline NOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,017 shares; 2025Q1: 9,040 shares; 2025Q2: 9,040 shares; 2025Q3: not reported; 2025Q4: 9,040 shares; 2026Q1: 9,040 shares 9,040 $510K 0.01% 0 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: 1,789 shares; 2024Q4: 1,828 shares; 2025Q1: 1,880 shares; 2025Q2: 1,925 shares; 2025Q3: 2,449 shares; 2025Q4: 3,038 shares; 2026Q1: 2,592 shares 2,592 $504K 0.01% -446 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: 7,676 shares; 2024Q4: 15,346 shares; 2025Q1: 15,020 shares; 2025Q2: 15,472 shares; 2025Q3: 15,472 shares; 2025Q4: 23,174 shares; 2026Q1: 20,306 shares 20,306 $503K 0.01% -2,868 Timeline TLT 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: 6,148 shares; 2024Q4: 5,680 shares; 2025Q1: 4,934 shares; 2025Q2: 4,699 shares; 2025Q3: 4,710 shares; 2025Q4: 4,413 shares; 2026Q1: 5,796 shares 5,796 $503K 0.01% +1,383 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,177 shares; 2024Q4: 15,323 shares; 2025Q1: 16,724 shares; 2025Q2: 16,268 shares; 2025Q3: 16,410 shares; 2025Q4: 16,201 shares; 2026Q1: 16,199 shares 16,199 $502K 0.01% -2 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,933 shares 5,933 $501K 0.01% new 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: not reported; 2024Q4: 4,094 shares; 2025Q1: 4,491 shares; 2025Q2: 4,153 shares; 2025Q3: 4,423 shares; 2025Q4: 4,185 shares; 2026Q1: 5,512 shares 5,512 $499K 0.01% +1,327 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,429 shares 4,429 $497K 0.01% new 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: 27,455 shares; 2024Q4: 29,251 shares; 2025Q1: 29,166 shares; 2025Q2: 29,676 shares; 2025Q3: 29,296 shares; 2025Q4: 12,030 shares; 2026Q1: 11,680 shares 11,680 $496K 0.01% -350 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,859 shares; 2025Q4: 6,057 shares; 2026Q1: 7,565 shares 7,565 $493K 0.01% +1,508 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: 6,369 shares; 2024Q4: 7,487 shares; 2025Q1: 9,197 shares; 2025Q2: 8,470 shares; 2025Q3: 7,608 shares; 2025Q4: 7,724 shares; 2026Q1: 8,353 shares 8,353 $491K 0.01% +629 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,422 shares; 2025Q3: 5,424 shares; 2025Q4: 5,466 shares; 2026Q1: 6,922 shares 6,922 $491K 0.01% +1,456 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,437 shares; 2025Q2: 7,624 shares; 2025Q3: 6,105 shares; 2025Q4: 4,819 shares; 2026Q1: 4,588 shares 4,588 $489K 0.01% -231 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: 10,328 shares; 2024Q4: 10,120 shares; 2025Q1: 10,913 shares; 2025Q2: 11,380 shares; 2025Q3: 11,757 shares; 2025Q4: 12,313 shares; 2026Q1: 13,075 shares 13,075 $487K 0.01% +762 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,793 shares 1,793 $485K 0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,496 shares 3,496 $484K 0.01% new 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: 4,748 shares; 2024Q4: 3,796 shares; 2025Q1: 3,388 shares; 2025Q2: 4,754 shares; 2025Q3: 3,972 shares; 2025Q4: 3,396 shares; 2026Q1: 3,262 shares 3,262 $483K 0.01% -134 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION 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: 2,227 shares; 2025Q4: 2,740 shares; 2026Q1: 3,294 shares 3,294 $479K 0.01% +554 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: not reported; 2024Q4: not reported; 2025Q1: 1,040 shares; 2025Q2: 1,280 shares; 2025Q3: 1,508 shares; 2025Q4: 1,560 shares; 2026Q1: 1,696 shares 1,696 $477K 0.01% +136 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 7,206 shares; 2025Q1: 6,932 shares; 2025Q2: 6,864 shares; 2025Q3: 6,404 shares; 2025Q4: 6,173 shares; 2026Q1: 6,114 shares 6,114 $474K 0.01% -59 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: 3,277 shares; 2024Q4: not reported; 2025Q1: 4,390 shares; 2025Q2: 4,468 shares; 2025Q3: 5,068 shares; 2025Q4: 5,345 shares; 2026Q1: 6,586 shares 6,586 $473K 0.01% +1,241 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: 16,001 shares; 2024Q4: 10,129 shares; 2025Q1: 9,610 shares; 2025Q2: 12,442 shares; 2025Q3: 8,578 shares; 2025Q4: 9,341 shares; 2026Q1: 9,459 shares 9,459 $472K 0.01% +118 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,178 shares; 2024Q4: 2,903 shares; 2025Q1: 3,106 shares; 2025Q2: 3,017 shares; 2025Q3: 1,900 shares; 2025Q4: 1,826 shares; 2026Q1: 1,768 shares 1,768 $470K 0.01% -58 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: not reported; 2024Q4: 2,648 shares; 2025Q1: 2,640 shares; 2025Q2: 2,618 shares; 2025Q3: 2,594 shares; 2025Q4: 2,595 shares; 2026Q1: 2,595 shares 2,595 $467K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,787 shares; 2025Q3: 9,436 shares; 2025Q4: 12,344 shares; 2026Q1: 14,573 shares 14,573 $466K 0.01% +2,229 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: 3,243 shares; 2024Q4: 3,246 shares; 2025Q1: 3,240 shares; 2025Q2: 3,143 shares; 2025Q3: 3,595 shares; 2025Q4: 1,116 shares; 2026Q1: 2,247 shares 2,247 $463K 0.01% +1,131 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,882 shares; 2025Q4: 4,214 shares; 2026Q1: 7,440 shares 7,440 $462K 0.01% +3,226 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,193 shares; 2025Q4: 5,190 shares; 2026Q1: 8,328 shares 8,328 $460K 0.01% +3,138 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: 7,916 shares; 2024Q4: 7,044 shares; 2025Q1: 6,260 shares; 2025Q2: 7,322 shares; 2025Q3: 9,064 shares; 2025Q4: 8,686 shares; 2026Q1: 8,482 shares 8,482 $459K 0.01% -204 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: 9,766 shares; 2024Q4: 8,638 shares; 2025Q1: 9,521 shares; 2025Q2: 9,001 shares; 2025Q3: 9,634 shares; 2025Q4: 9,263 shares; 2026Q1: 7,520 shares 7,520 $456K 0.01% -1,743 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,286 shares 2,286 $452K 0.01% new 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: not reported; 2024Q4: 2,097 shares; 2025Q1: 2,100 shares; 2025Q2: 2,102 shares; 2025Q3: 2,104 shares; 2025Q4: 2,107 shares; 2026Q1: 2,110 shares 2,110 $451K 0.01% +3 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,790 shares; 2024Q4: 3,197 shares; 2025Q1: 4,103 shares; 2025Q2: 4,674 shares; 2025Q3: 5,246 shares; 2025Q4: 5,551 shares; 2026Q1: 6,317 shares 6,317 $451K 0.01% +766 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,806 shares; 2024Q4: 3,214 shares; 2025Q1: 3,948 shares; 2025Q2: 3,792 shares; 2025Q3: 4,291 shares; 2025Q4: 5,190 shares; 2026Q1: 5,944 shares 5,944 $448K 0.01% +754 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,804 shares; 2024Q4: 134,515 shares; 2025Q1: 58,983 shares; 2025Q2: 56,383 shares; 2025Q3: 56,240 shares; 2025Q4: 48,411 shares; 2026Q1: 40,939 shares 40,939 $445K 0.01% -7,472 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,661 shares; 2024Q4: 2,610 shares; 2025Q1: 3,020 shares; 2025Q2: 3,316 shares; 2025Q3: 3,904 shares; 2025Q4: 4,085 shares; 2026Q1: 4,746 shares 4,746 $443K 0.01% +661 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,089 shares; 2024Q4: 3,442 shares; 2025Q1: 4,409 shares; 2025Q2: 4,911 shares; 2025Q3: 5,824 shares; 2025Q4: 5,987 shares; 2026Q1: 7,202 shares 7,202 $442K 0.01% +1,215 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,691 shares 2,691 $442K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,169 shares; 2025Q4: 4,064 shares; 2026Q1: 4,908 shares 4,908 $434K 0.01% +844 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 844 shares; 2025Q1: 1,213 shares; 2025Q2: 1,361 shares; 2025Q3: 1,250 shares; 2025Q4: 1,229 shares; 2026Q1: 1,559 shares 1,559 $433K 0.01% +330 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,335 shares; 2024Q4: 1,888 shares; 2025Q1: 2,070 shares; 2025Q2: 1,833 shares; 2025Q3: 2,439 shares; 2025Q4: 2,759 shares; 2026Q1: 3,958 shares 3,958 $431K 0.01% +1,199 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 18,412 shares; 2025Q2: 18,261 shares; 2025Q3: not reported; 2025Q4: 17,944 shares; 2026Q1: 24,416 shares 24,416 $428K 0.01% +6,472 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: 5,693 shares; 2024Q4: 5,720 shares; 2025Q1: 5,627 shares; 2025Q2: 5,859 shares; 2025Q3: 6,794 shares; 2025Q4: 4,103 shares; 2026Q1: 4,449 shares 4,449 $425K 0.01% +346 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: 4,319 shares; 2024Q4: 4,485 shares; 2025Q1: 4,326 shares; 2025Q2: 4,414 shares; 2025Q3: 4,501 shares; 2025Q4: 4,375 shares; 2026Q1: 4,356 shares 4,356 $424K 0.01% -19 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: 881 shares; 2024Q4: 1,288 shares; 2025Q1: 1,446 shares; 2025Q2: 1,560 shares; 2025Q3: 1,539 shares; 2025Q4: 1,531 shares; 2026Q1: 1,329 shares 1,329 $423K 0.01% -202 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: not reported; 2024Q4: not reported; 2025Q1: 2,306 shares; 2025Q2: 2,663 shares; 2025Q3: 3,184 shares; 2025Q4: 3,872 shares; 2026Q1: 4,823 shares 4,823 $418K 0.01% +951 Timeline RSPN INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,925 shares; 2024Q4: 7,945 shares; 2025Q1: 8,100 shares; 2025Q2: 7,784 shares; 2025Q3: 7,487 shares; 2025Q4: 7,441 shares; 2026Q1: 7,256 shares 7,256 $418K 0.01% -185 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,550 shares 2,550 $417K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,550 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,076 shares 4,076 $416K 0.01% new Timeline GDMN 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,425 shares; 2025Q4: 10,645 shares; 2026Q1: 4,110 shares 4,110 $416K 0.01% -6,535 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,147 shares; 2024Q4: 13,453 shares; 2025Q1: 16,138 shares; 2025Q2: 17,672 shares; 2025Q3: 15,037 shares; 2025Q4: 15,477 shares; 2026Q1: 18,212 shares 18,212 $413K 0.01% +2,735 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: not reported; 2024Q4: 3,498 shares; 2025Q1: 5,259 shares; 2025Q2: 5,853 shares; 2025Q3: 5,863 shares; 2025Q4: 6,034 shares; 2026Q1: 7,274 shares 7,274 $410K 0.01% +1,240 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: not reported; 2024Q4: 2,051 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,222 shares; 2026Q1: 3,368 shares 3,368 $408K 0.01% +146 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 668 shares; 2025Q4: 860 shares; 2026Q1: 1,170 shares 1,170 $401K 0.01% +310 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,093 shares 4,093 $400K 0.01% new Timeline POWA INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,672 shares; 2024Q4: 4,708 shares; 2025Q1: 4,709 shares; 2025Q2: 4,708 shares; 2025Q3: 4,589 shares; 2025Q4: 4,630 shares; 2026Q1: 4,630 shares 4,630 $399K 0.01% 0 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,240 shares; 2024Q4: 7,890 shares; 2025Q1: 8,056 shares; 2025Q2: 7,073 shares; 2025Q3: 6,006 shares; 2025Q4: 5,633 shares; 2026Q1: 4,235 shares 4,235 $399K 0.01% -1,398 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 285 shares 285 $393K 0.01% new Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,199 shares; 2026Q1: 31,992 shares 31,992 $390K 0.01% +17,793 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: 4,217 shares; 2024Q4: 4,490 shares; 2025Q1: 4,032 shares; 2025Q2: 3,894 shares; 2025Q3: 3,954 shares; 2025Q4: 2,099 shares; 2026Q1: 2,030 shares 2,030 $389K 0.01% -69 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 3,998 shares; 2026Q1: 3,909 shares 3,909 $389K 0.01% -89 Timeline DIVO 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: 5,220 shares; 2024Q4: 7,855 shares; 2025Q1: 7,866 shares; 2025Q2: 7,866 shares; 2025Q3: 7,913 shares; 2025Q4: 8,291 shares; 2026Q1: 8,640 shares 8,640 $388K 0.01% +349 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,372 shares; 2024Q4: 1,372 shares; 2025Q1: 1,439 shares; 2025Q2: 1,273 shares; 2025Q3: 1,386 shares; 2025Q4: 1,944 shares; 2026Q1: 1,611 shares 1,611 $387K 0.01% -333 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,141 shares; 2025Q1: not reported; 2025Q2: 4,313 shares; 2025Q3: 6,447 shares; 2025Q4: 6,782 shares; 2026Q1: 10,020 shares 10,020 $385K 0.01% +3,238 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,339 shares 4,339 $385K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,297 shares 1,297 $385K 0.01% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,026 shares; 2025Q2: 1,160 shares; 2025Q3: 998 shares; 2025Q4: 1,112 shares; 2026Q1: 1,109 shares 1,109 $384K 0.01% -3 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,031 shares; 2025Q4: 1,130 shares; 2026Q1: 1,528 shares 1,528 $383K 0.01% +398 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,771 shares 7,771 $380K 0.01% new Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,313 shares; 2026Q1: 3,303 shares 3,303 $379K 0.01% -10 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,655 shares; 2025Q3: 2,993 shares; 2025Q4: 3,126 shares; 2026Q1: 3,350 shares 3,350 $379K 0.01% +224 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $378K 0.01% 0 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: 2,709 shares; 2024Q4: 2,672 shares; 2025Q1: 2,826 shares; 2025Q2: 2,827 shares; 2025Q3: 2,862 shares; 2025Q4: 2,639 shares; 2026Q1: 2,875 shares 2,875 $376K 0.01% +236 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,180 shares; 2025Q4: 15,538 shares; 2026Q1: 19,875 shares 19,875 $374K 0.01% +4,337 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: 1,065 shares; 2025Q1: 1,164 shares; 2025Q2: 1,591 shares; 2025Q3: 1,503 shares; 2025Q4: 1,412 shares; 2026Q1: 1,252 shares 1,252 $373K 0.01% -160 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,604 shares; 2024Q4: 5,103 shares; 2025Q1: 5,000 shares; 2025Q2: 5,258 shares; 2025Q3: 5,010 shares; 2025Q4: 4,832 shares; 2026Q1: 3,941 shares 3,941 $371K 0.01% -891 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,689 shares; 2024Q4: 4,035 shares; 2025Q1: 4,397 shares; 2025Q2: 4,369 shares; 2025Q3: 3,574 shares; 2025Q4: 3,458 shares; 2026Q1: 3,221 shares 3,221 $371K 0.01% -237 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: not reported; 2024Q4: 1,066 shares; 2025Q1: 1,221 shares; 2025Q2: 1,080 shares; 2025Q3: 757 shares; 2025Q4: 673 shares; 2026Q1: 673 shares 673 $370K 0.01% 0 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,377 shares; 2025Q1: 1,919 shares; 2025Q2: 2,086 shares; 2025Q3: 2,113 shares; 2025Q4: 2,120 shares; 2026Q1: 2,593 shares 2,593 $369K 0.01% +473 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: not reported; 2024Q4: not reported; 2025Q1: 10,237 shares; 2025Q2: 14,123 shares; 2025Q3: 12,178 shares; 2025Q4: 15,944 shares; 2026Q1: 14,401 shares 14,401 $369K 0.01% -1,543 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: not reported; 2025Q4: 885 shares; 2026Q1: 945 shares 945 $369K 0.01% +60 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,444 shares; 2025Q4: 3,744 shares; 2026Q1: 5,174 shares 5,174 $368K 0.01% +1,430 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,973 shares 1,973 $368K 0.01% new Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,679 shares; 2025Q1: 1,751 shares; 2025Q2: 1,726 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,346 shares 1,346 $365K 0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: not reported; 2025Q1: 2,136 shares; 2025Q2: not reported; 2025Q3: 2,314 shares; 2025Q4: 3,261 shares; 2026Q1: 3,818 shares 3,818 $364K 0.01% +557 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,928 shares; 2024Q4: 2,885 shares; 2025Q1: 3,049 shares; 2025Q2: 2,913 shares; 2025Q3: 3,288 shares; 2025Q4: 3,218 shares; 2026Q1: 3,186 shares 3,186 $363K 0.01% -32 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: not reported; 2024Q4: 819 shares; 2025Q1: 919 shares; 2025Q2: 1,066 shares; 2025Q3: 1,079 shares; 2025Q4: 1,021 shares; 2026Q1: 1,029 shares 1,029 $362K 0.01% +8 Timeline IDU 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: 2,266 shares; 2025Q4: 3,100 shares; 2026Q1: 3,120 shares 3,120 $362K 0.01% +20 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: 5,917 shares; 2024Q4: 5,905 shares; 2025Q1: 3,988 shares; 2025Q2: 3,837 shares; 2025Q3: 3,843 shares; 2025Q4: 3,689 shares; 2026Q1: 3,777 shares 3,777 $359K 0.01% +88 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,253 shares; 2024Q4: 5,780 shares; 2025Q1: 5,718 shares; 2025Q2: 5,408 shares; 2025Q3: 5,070 shares; 2025Q4: 3,458 shares; 2026Q1: 3,381 shares 3,381 $359K 0.01% -77 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 1,752 shares; 2025Q1: 1,669 shares; 2025Q2: 1,656 shares; 2025Q3: 1,662 shares; 2025Q4: 1,646 shares; 2026Q1: 1,425 shares 1,425 $357K 0.01% -221 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: 2,330 shares; 2024Q4: 2,775 shares; 2025Q1: 2,781 shares; 2025Q2: 2,781 shares; 2025Q3: 2,793 shares; 2025Q4: 2,780 shares; 2026Q1: 2,780 shares 2,780 $356K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,568 shares; 2025Q4: 2,105 shares; 2026Q1: 2,928 shares 2,928 $356K 0.01% +823 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: not reported; 2024Q4: 2,815 shares; 2025Q1: 3,536 shares; 2025Q2: 3,385 shares; 2025Q3: 2,586 shares; 2025Q4: 2,444 shares; 2026Q1: 2,550 shares 2,550 $355K 0.01% +106 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: 2,248 shares; 2024Q4: 2,519 shares; 2025Q1: 2,658 shares; 2025Q2: 2,616 shares; 2025Q3: 2,341 shares; 2025Q4: 2,214 shares; 2026Q1: 2,256 shares 2,256 $355K 0.01% +42 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,759 shares; 2026Q1: 4,047 shares 4,047 $354K 0.01% +288 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,115 shares; 2026Q1: 1,633 shares 1,633 $354K 0.01% +518 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,625 shares 2,625 $354K 0.01% new Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,924 shares; 2026Q1: 4,251 shares 4,251 $351K 0.01% +1,327 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: 1,506 shares; 2024Q4: 1,946 shares; 2025Q1: 2,180 shares; 2025Q2: 2,492 shares; 2025Q3: 3,276 shares; 2025Q4: 4,524 shares; 2026Q1: 6,226 shares 6,226 $347K 0.01% +1,702 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,527 shares; 2025Q4: 1,932 shares; 2026Q1: 2,662 shares 2,662 $346K 0.01% +730 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 884 shares; 2025Q2: 1,212 shares; 2025Q3: 1,474 shares; 2025Q4: 1,555 shares; 2026Q1: 2,122 shares 2,122 $345K 0.01% +567 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,004 shares; 2025Q2: 13,034 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,875 shares 20,875 $343K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,141 shares; 2025Q2: 10,401 shares; 2025Q3: not reported; 2025Q4: 13,427 shares; 2026Q1: 17,633 shares 17,633 $340K 0.01% +4,206 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,712 shares; 2025Q3: 2,056 shares; 2025Q4: 2,107 shares; 2026Q1: 2,470 shares 2,470 $339K 0.01% +363 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: 8,669 shares; 2024Q4: 4,530 shares; 2025Q1: 4,514 shares; 2025Q2: 4,545 shares; 2025Q3: 4,483 shares; 2025Q4: 4,332 shares; 2026Q1: 4,255 shares 4,255 $338K 0.01% -77 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 481 shares 481 $338K 0.01% new Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,168 shares; 2024Q4: 7,168 shares; 2025Q1: 7,168 shares; 2025Q2: 7,168 shares; 2025Q3: 7,016 shares; 2025Q4: 7,016 shares; 2026Q1: 7,016 shares 7,016 $336K 0.01% 0 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: 819 shares; 2024Q4: 863 shares; 2025Q1: 821 shares; 2025Q2: 827 shares; 2025Q3: 895 shares; 2025Q4: 829 shares; 2026Q1: 942 shares 942 $336K 0.01% +113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,162 shares 13,162 $335K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,387 shares; 2025Q3: 8,165 shares; 2025Q4: not reported; 2026Q1: 10,974 shares 10,974 $335K 0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,899 shares; 2024Q4: 2,087 shares; 2025Q1: 2,553 shares; 2025Q2: 2,847 shares; 2025Q3: 3,058 shares; 2025Q4: 3,148 shares; 2026Q1: 3,459 shares 3,459 $334K 0.01% +311 Timeline IJT 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: 2,046 shares; 2024Q4: 2,134 shares; 2025Q1: 2,047 shares; 2025Q2: 2,047 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,305 shares 2,305 $334K 0.01% +258 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 908 shares; 2025Q3: 1,025 shares; 2025Q4: 1,045 shares; 2026Q1: 1,217 shares 1,217 $332K 0.01% +172 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 840 shares 840 $331K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,003 shares; 2024Q4: 2,003 shares; 2025Q1: 2,063 shares; 2025Q2: 2,013 shares; 2025Q3: 2,003 shares; 2025Q4: 2,003 shares; 2026Q1: 2,003 shares 2,003 $331K 0.01% 0 Timeline CDC 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: 4,395 shares; 2024Q4: 4,394 shares; 2025Q1: 4,601 shares; 2025Q2: 4,598 shares; 2025Q3: 4,351 shares; 2025Q4: 4,524 shares; 2026Q1: 4,629 shares 4,629 $331K 0.01% +105 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,602 shares 9,602 $324K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 190 shares; 2026Q1: 245 shares 245 $324K 0.01% +55 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,412 shares; 2025Q4: 1,623 shares; 2026Q1: 2,051 shares 2,051 $323K 0.01% +428 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE 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: 4,124 shares; 2025Q4: 4,565 shares; 2026Q1: 6,142 shares 6,142 $321K 0.01% +1,577 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,193 shares; 2024Q4: 26,782 shares; 2025Q1: 26,530 shares; 2025Q2: 24,308 shares; 2025Q3: 21,761 shares; 2025Q4: 20,771 shares; 2026Q1: 20,508 shares 20,508 $321K 0.01% -263 Timeline SCHC 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: 18,978 shares; 2024Q4: 16,695 shares; 2025Q1: 12,057 shares; 2025Q2: 12,111 shares; 2025Q3: 13,097 shares; 2025Q4: 7,257 shares; 2026Q1: 6,817 shares 6,817 $319K 0.01% -440 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,280 shares; 2025Q1: 3,257 shares; 2025Q2: 3,257 shares; 2025Q3: 3,234 shares; 2025Q4: 3,234 shares; 2026Q1: 3,234 shares 3,234 $316K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,307 shares; 2024Q4: 6,263 shares; 2025Q1: 5,982 shares; 2025Q2: 5,902 shares; 2025Q3: 6,281 shares; 2025Q4: 2,677 shares; 2026Q1: 2,830 shares 2,830 $315K 0.01% +153 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,037 shares; 2025Q4: 4,594 shares; 2026Q1: 6,966 shares 6,966 $315K 0.01% +2,372 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 977 shares 977 $314K 0.01% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,813 shares; 2025Q4: 6,627 shares; 2026Q1: 7,085 shares 7,085 $313K 0.01% +458 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,692 shares; 2024Q4: 14,894 shares; 2025Q1: 14,360 shares; 2025Q2: 13,020 shares; 2025Q3: 12,162 shares; 2025Q4: 11,249 shares; 2026Q1: 10,889 shares 10,889 $313K 0.01% -360 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,386 shares; 2025Q4: 1,517 shares; 2026Q1: 2,152 shares 2,152 $312K 0.01% +635 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,610 shares; 2026Q1: 5,703 shares 5,703 $310K 0.01% +1,093 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,975 shares; 2026Q1: 4,991 shares 4,991 $308K 0.01% +16 Timeline AXGN AXOGEN INC More: the full row for AXOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,200 shares; 2026Q1: 9,200 shares 9,200 $305K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,200 shares 6,200 $302K 0.01% new Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 776 shares 776 $301K 0.01% new Timeline CRAK VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,089 shares 6,089 $301K 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 445 shares; 2024Q4: 526 shares; 2025Q1: 571 shares; 2025Q2: 454 shares; 2025Q3: 401 shares; 2025Q4: 440 shares; 2026Q1: 274 shares 274 $300K 0.01% -166 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 533 shares; 2025Q4: 523 shares; 2026Q1: 523 shares 523 $299K 0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,583 shares; 2024Q4: 5,468 shares; 2025Q1: 5,603 shares; 2025Q2: 5,522 shares; 2025Q3: 5,490 shares; 2025Q4: 6,493 shares; 2026Q1: 5,478 shares 5,478 $299K 0.01% -1,015 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,017 shares; 2026Q1: 12,479 shares 12,479 $298K 0.01% +462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,828 shares 6,828 $295K 0.01% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,868 shares; 2024Q4: 4,232 shares; 2025Q1: 4,337 shares; 2025Q2: 4,213 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,792 shares 4,792 $293K 0.01% new 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: 37,841 shares; 2024Q4: 37,296 shares; 2025Q1: 32,509 shares; 2025Q2: not reported; 2025Q3: 22,753 shares; 2025Q4: 24,188 shares; 2026Q1: 5,372 shares 5,372 $291K 0.01% -18,816 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,390 shares; 2025Q1: 3,383 shares; 2025Q2: 3,433 shares; 2025Q3: 3,418 shares; 2025Q4: 3,286 shares; 2026Q1: 3,192 shares 3,192 $291K 0.01% -94 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,279 shares; 2025Q2: 3,381 shares; 2025Q3: 3,300 shares; 2025Q4: 3,519 shares; 2026Q1: 3,545 shares 3,545 $290K 0.01% +26 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,875 shares; 2024Q4: 11,922 shares; 2025Q1: 13,601 shares; 2025Q2: 13,289 shares; 2025Q3: 13,294 shares; 2025Q4: 13,591 shares; 2026Q1: 15,091 shares 15,091 $290K 0.01% +1,500 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,682 shares; 2024Q4: 15,603 shares; 2025Q1: 14,396 shares; 2025Q2: 12,163 shares; 2025Q3: 10,009 shares; 2025Q4: 10,162 shares; 2026Q1: 10,468 shares 10,468 $287K 0.01% +306 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,899 shares; 2024Q4: 6,951 shares; 2025Q1: 7,720 shares; 2025Q2: 6,041 shares; 2025Q3: 5,762 shares; 2025Q4: 5,368 shares; 2026Q1: 5,510 shares 5,510 $287K 0.01% +142 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,891 shares; 2025Q4: 3,175 shares; 2026Q1: 4,255 shares 4,255 $286K 0.01% +1,080 Timeline JFLI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,700 shares 5,700 $286K 0.01% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,921 shares; 2024Q4: 10,386 shares; 2025Q1: 10,914 shares; 2025Q2: 10,869 shares; 2025Q3: 10,637 shares; 2025Q4: 10,676 shares; 2026Q1: 8,296 shares 8,296 $286K 0.01% -2,380 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: 1,664 shares; 2024Q4: 1,658 shares; 2025Q1: 1,653 shares; 2025Q2: 1,718 shares; 2025Q3: 1,718 shares; 2025Q4: 1,647 shares; 2026Q1: 1,683 shares 1,683 $285K 0.01% +36 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,465 shares; 2025Q2: 3,488 shares; 2025Q3: 3,554 shares; 2025Q4: 3,473 shares; 2026Q1: 3,927 shares 3,927 $284K 0.01% +454 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,650 shares 31,650 $284K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,800 shares; 2025Q3: 2,215 shares; 2025Q4: 1,164 shares; 2026Q1: 1,364 shares 1,364 $284K 0.01% +200 Timeline NSEP 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: 9,877 shares; 2025Q4: 9,877 shares; 2026Q1: 9,877 shares 9,877 $284K 0.01% 0 Timeline VHT 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: 776 shares; 2024Q4: not reported; 2025Q1: 1,276 shares; 2025Q2: not reported; 2025Q3: 836 shares; 2025Q4: 837 shares; 2026Q1: 1,038 shares 1,038 $283K 0.01% +201 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,356 shares; 2025Q2: not reported; 2025Q3: 2,365 shares; 2025Q4: 2,447 shares; 2026Q1: 2,478 shares 2,478 $279K 0.01% +31 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,412 shares; 2025Q4: 3,412 shares; 2026Q1: 3,534 shares 3,534 $276K 0.01% +122 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: not reported; 2024Q4: 1,404 shares; 2025Q1: 1,451 shares; 2025Q2: 1,415 shares; 2025Q3: 1,189 shares; 2025Q4: 1,122 shares; 2026Q1: 939 shares 939 $274K 0.01% -183 Timeline VDC 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: 1,005 shares; 2024Q4: 950 shares; 2025Q1: 1,138 shares; 2025Q2: 1,106 shares; 2025Q3: 1,187 shares; 2025Q4: 1,206 shares; 2026Q1: 1,218 shares 1,218 $274K 0.01% +12 Timeline ITB 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: 3,225 shares; 2024Q4: 3,229 shares; 2025Q1: 3,161 shares; 2025Q2: 3,279 shares; 2025Q3: 3,304 shares; 2025Q4: 3,370 shares; 2026Q1: 3,015 shares 3,015 $273K 0.01% -355 Timeline IYF 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: 2,014 shares; 2024Q4: 2,027 shares; 2025Q1: 3,102 shares; 2025Q2: 3,181 shares; 2025Q3: 3,107 shares; 2025Q4: 3,038 shares; 2026Q1: 2,280 shares 2,280 $268K 0.01% -758 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,421 shares; 2025Q1: 1,410 shares; 2025Q2: 1,410 shares; 2025Q3: 1,410 shares; 2025Q4: 1,410 shares; 2026Q1: 1,415 shares 1,415 $268K 0.01% +5 Timeline IBAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,840 shares 7,840 $267K 0.01% new 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: 9,612 shares; 2026Q1: 9,519 shares 9,519 $265K 0.01% -93 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,622 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,060 shares 1,060 $262K 0.01% new 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: 1,327 shares; 2024Q4: 1,537 shares; 2025Q1: 1,778 shares; 2025Q2: 1,563 shares; 2025Q3: 1,123 shares; 2025Q4: 1,242 shares; 2026Q1: 1,319 shares 1,319 $262K 0.01% +77 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,671 shares; 2026Q1: 2,698 shares 2,698 $261K 0.01% +27 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX 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: 4,462 shares 4,462 $258K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,875 shares; 2024Q4: 1,883 shares; 2025Q1: 1,970 shares; 2025Q2: 1,975 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,481 shares 1,481 $256K 0.01% new Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,252 shares; 2025Q1: 3,591 shares; 2025Q2: 3,127 shares; 2025Q3: 2,688 shares; 2025Q4: 2,649 shares; 2026Q1: 3,008 shares 3,008 $255K 0.01% +359 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,300 shares 4,300 $254K 0.01% new Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,738 shares; 2024Q4: 1,850 shares; 2025Q1: 1,885 shares; 2025Q2: 1,890 shares; 2025Q3: 1,883 shares; 2025Q4: 1,876 shares; 2026Q1: 1,746 shares 1,746 $253K 0.01% -130 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly 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: 410 shares 410 $253K 0.01% new 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: 8,728 shares; 2024Q4: 7,953 shares; 2025Q1: 7,643 shares; 2025Q2: 7,656 shares; 2025Q3: 7,655 shares; 2025Q4: 7,864 shares; 2026Q1: 7,657 shares 7,657 $252K 0.01% -207 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,427 shares; 2024Q4: 34,032 shares; 2025Q1: 29,215 shares; 2025Q2: not reported; 2025Q3: 15,578 shares; 2025Q4: 13,016 shares; 2026Q1: 2,686 shares 2,686 $251K 0.01% -10,330 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: 10,757 shares; 2024Q4: 10,736 shares; 2025Q1: 10,607 shares; 2025Q2: 10,617 shares; 2025Q3: 10,383 shares; 2025Q4: 1,762 shares; 2026Q1: 1,760 shares 1,760 $249K 0.01% -2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 897 shares; 2025Q4: 879 shares; 2026Q1: 865 shares 865 $249K 0.01% -14 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,284 shares; 2024Q4: 1,287 shares; 2025Q1: 1,262 shares; 2025Q2: 1,262 shares; 2025Q3: 1,264 shares; 2025Q4: 1,450 shares; 2026Q1: 1,182 shares 1,182 $249K 0.01% -268 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: 3,739 shares; 2024Q4: 3,452 shares; 2025Q1: 3,369 shares; 2025Q2: 4,189 shares; 2025Q3: 3,911 shares; 2025Q4: 3,804 shares; 2026Q1: 3,353 shares 3,353 $247K 0.01% -451 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 224 shares; 2025Q4: 224 shares; 2026Q1: 224 shares 224 $245K 0.01% 0 Timeline