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: 1,317,374 shares; 2024Q4: 1,296,949 shares; 2025Q1: 1,300,429 shares; 2025Q2: 1,323,861 shares; 2025Q3: 1,294,326 shares; 2025Q4: 1,298,927 shares; 2026Q1: 1,295,264 shares 1,295,264 $846M 21.59% -3,663 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: 5,285,100 shares; 2024Q4: 5,258,021 shares; 2025Q1: 5,244,947 shares; 2025Q2: 5,400,020 shares; 2025Q3: 5,344,887 shares; 2025Q4: 5,372,551 shares; 2026Q1: 5,389,687 shares 5,389,687 $364M 9.29% +17,136 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: 1,899,684 shares; 2024Q4: 1,885,736 shares; 2025Q1: 2,242,239 shares; 2025Q2: 2,361,858 shares; 2025Q3: 2,334,592 shares; 2025Q4: 2,308,209 shares; 2026Q1: 2,240,064 shares 2,240,064 $278M 7.1% -68,145 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,942,601 shares; 2024Q4: 3,082,350 shares; 2025Q1: 3,102,345 shares; 2025Q2: 3,128,384 shares; 2025Q3: 3,101,106 shares; 2025Q4: 3,099,656 shares; 2026Q1: 3,084,815 shares 3,084,815 $258M 6.58% -14,841 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: 1,703,230 shares; 2024Q4: 1,804,451 shares; 2025Q1: 1,860,812 shares; 2025Q2: 1,971,352 shares; 2025Q3: 2,265,590 shares; 2025Q4: 2,544,118 shares; 2026Q1: 2,748,378 shares 2,748,378 $202M 5.16% +204,260 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: 2,704,771 shares; 2024Q4: 5,570,374 shares; 2025Q1: 5,501,679 shares; 2025Q2: 5,474,498 shares; 2025Q3: 5,672,894 shares; 2025Q4: 5,956,374 shares; 2026Q1: 6,121,252 shares 6,121,252 $163M 4.16% +164,878 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,569,113 shares; 2024Q4: 2,574,255 shares; 2025Q1: 2,553,893 shares; 2025Q2: 2,511,249 shares; 2025Q3: 2,427,897 shares; 2025Q4: 2,364,693 shares; 2026Q1: 2,314,425 shares 2,314,425 $161M 4.12% -50,268 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: 224,034 shares; 2024Q4: 222,976 shares; 2025Q1: 221,517 shares; 2025Q2: 220,511 shares; 2025Q3: 218,225 shares; 2025Q4: 217,291 shares; 2026Q1: 212,718 shares 212,718 $138M 3.53% -4,573 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: 1,727,063 shares; 2024Q4: 1,645,071 shares; 2025Q1: 1,626,609 shares; 2025Q2: 1,601,603 shares; 2025Q3: 1,552,791 shares; 2025Q4: 1,521,699 shares; 2026Q1: 1,484,614 shares 1,484,614 $134M 3.43% -37,085 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714,867 shares; 2024Q4: 715,088 shares; 2025Q1: 1,015,603 shares; 2025Q2: 1,086,803 shares; 2025Q3: 1,069,636 shares; 2025Q4: 1,072,724 shares; 2026Q1: 1,051,667 shares 1,051,667 $116M 2.96% -21,057 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: 1,824,471 shares; 2024Q4: 1,868,872 shares; 2025Q1: 1,869,498 shares; 2025Q2: 1,880,772 shares; 2025Q3: 1,946,655 shares; 2025Q4: 2,038,807 shares; 2026Q1: 2,100,623 shares 2,100,623 $105M 2.68% +61,816 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,351,467 shares; 2024Q4: 1,339,283 shares; 2025Q1: 1,311,624 shares; 2025Q2: 1,342,796 shares; 2025Q3: 1,322,879 shares; 2025Q4: 1,325,341 shares; 2026Q1: 1,291,725 shares 1,291,725 $104M 2.66% -33,616 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,653,316 shares; 2024Q4: 2,608,988 shares; 2025Q1: 2,583,039 shares; 2025Q2: 2,650,009 shares; 2025Q3: 2,616,504 shares; 2025Q4: 2,616,683 shares; 2026Q1: 2,630,658 shares 2,630,658 $96.7M 2.47% +13,975 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: 1,415,169 shares; 2024Q4: 1,425,876 shares; 2025Q1: 1,414,262 shares; 2025Q2: 1,403,487 shares; 2025Q3: 1,365,418 shares; 2025Q4: 1,342,233 shares; 2026Q1: 1,297,475 shares 1,297,475 $96.5M 2.46% -44,758 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076,797 shares; 2024Q4: 3,192,721 shares; 2025Q1: 3,221,640 shares; 2025Q2: 3,233,769 shares; 2025Q3: 3,373,028 shares; 2025Q4: 3,526,419 shares; 2026Q1: 3,691,010 shares 3,691,010 $84.6M 2.16% +164,591 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,527,417 shares; 2026Q1: 1,596,557 shares 1,596,557 $75M 1.91% +69,140 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: 912,963 shares; 2024Q4: 897,140 shares; 2025Q1: 885,383 shares; 2025Q2: 878,694 shares; 2025Q3: 871,051 shares; 2025Q4: 864,100 shares; 2026Q1: 820,151 shares 820,151 $52.6M 1.34% -43,949 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: 295,608 shares; 2024Q4: 292,955 shares; 2025Q1: 281,036 shares; 2025Q2: 277,563 shares; 2025Q3: 250,959 shares; 2025Q4: 248,808 shares; 2026Q1: 241,553 shares 241,553 $34.2M 0.87% -7,255 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 656,556 shares; 2024Q4: 672,202 shares; 2025Q1: 671,542 shares; 2025Q2: 671,888 shares; 2025Q3: 661,612 shares; 2025Q4: 646,343 shares; 2026Q1: 651,418 shares 651,418 $31M 0.79% +5,075 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 555,105 shares; 2024Q4: 543,791 shares; 2025Q1: 525,241 shares; 2025Q2: 518,732 shares; 2025Q3: 502,844 shares; 2025Q4: 480,956 shares; 2026Q1: 455,324 shares 455,324 $24.6M 0.63% -25,632 Timeline NYF 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: 301,337 shares; 2024Q4: 317,973 shares; 2025Q1: 327,009 shares; 2025Q2: 292,550 shares; 2025Q3: 415,465 shares; 2025Q4: 435,454 shares; 2026Q1: 461,036 shares 461,036 $24.5M 0.62% +25,582 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: 172,620 shares; 2024Q4: 179,842 shares; 2025Q1: 171,624 shares; 2025Q2: 160,061 shares; 2025Q3: 178,907 shares; 2025Q4: 194,627 shares; 2026Q1: 215,352 shares 215,352 $22.9M 0.58% +20,725 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: 428,255 shares; 2024Q4: 410,886 shares; 2025Q1: 404,902 shares; 2025Q2: 402,864 shares; 2025Q3: 390,790 shares; 2025Q4: 397,688 shares; 2026Q1: 377,563 shares 377,563 $21.4M 0.55% -20,125 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: 151,247 shares; 2024Q4: 157,326 shares; 2025Q1: 160,391 shares; 2025Q2: 159,994 shares; 2025Q3: 164,691 shares; 2025Q4: 175,005 shares; 2026Q1: 173,848 shares 173,848 $18.5M 0.47% -1,157 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: 286,872 shares; 2024Q4: 327,408 shares; 2025Q1: 362,456 shares; 2025Q2: 394,531 shares; 2025Q3: 466,140 shares; 2025Q4: 537,602 shares; 2026Q1: 545,256 shares 545,256 $18.4M 0.47% +7,654 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,594 shares; 2024Q4: 366,144 shares; 2025Q1: 367,782 shares; 2025Q2: 561,392 shares; 2025Q3: 600,176 shares; 2025Q4: 618,801 shares; 2026Q1: 752,236 shares 752,236 $18.3M 0.47% +133,435 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,074 shares; 2024Q4: 220,565 shares; 2025Q1: 223,230 shares; 2025Q2: 285,093 shares; 2025Q3: 301,611 shares; 2025Q4: 283,405 shares; 2026Q1: 339,675 shares 339,675 $17.9M 0.46% +56,270 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,501 shares; 2024Q4: 25,146 shares; 2025Q1: 49,120 shares; 2025Q2: 96,572 shares; 2025Q3: 108,089 shares; 2025Q4: 114,500 shares; 2026Q1: 162,680 shares 162,680 $16.3M 0.42% +48,180 Timeline DFEV 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: 236,698 shares; 2024Q4: 258,073 shares; 2025Q1: 280,839 shares; 2025Q2: 320,787 shares; 2025Q3: 391,206 shares; 2025Q4: 439,641 shares; 2026Q1: 447,821 shares 447,821 $16M 0.41% +8,180 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,162 shares; 2024Q4: 50,570 shares; 2025Q1: 50,244 shares; 2025Q2: 48,105 shares; 2025Q3: 47,092 shares; 2025Q4: 48,417 shares; 2026Q1: 48,276 shares 48,276 $14.4M 0.37% -141 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,517 shares; 2024Q4: 76,287 shares; 2025Q1: 74,616 shares; 2025Q2: 73,986 shares; 2025Q3: 71,558 shares; 2025Q4: 70,220 shares; 2026Q1: 66,079 shares 66,079 $14M 0.36% -4,141 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: 142,364 shares; 2024Q4: 142,920 shares; 2025Q1: 142,775 shares; 2025Q2: 135,637 shares; 2025Q3: 127,936 shares; 2025Q4: 132,544 shares; 2026Q1: 123,456 shares 123,456 $11.8M 0.3% -9,088 Timeline SCZ 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: 160,143 shares; 2024Q4: 155,955 shares; 2025Q1: 154,274 shares; 2025Q2: 152,162 shares; 2025Q3: 148,059 shares; 2025Q4: 146,373 shares; 2026Q1: 143,111 shares 143,111 $11.2M 0.29% -3,262 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,568 shares; 2024Q4: 104,191 shares; 2025Q1: 101,179 shares; 2025Q2: 101,560 shares; 2025Q3: 98,754 shares; 2025Q4: 104,209 shares; 2026Q1: 105,629 shares 105,629 $10.9M 0.28% +1,420 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: 43,568 shares; 2024Q4: 55,708 shares; 2025Q1: 68,538 shares; 2025Q2: 87,820 shares; 2025Q3: 96,093 shares; 2025Q4: 119,399 shares; 2026Q1: 137,485 shares 137,485 $10.5M 0.27% +18,086 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,140 shares; 2024Q4: 62,225 shares; 2025Q1: 63,195 shares; 2025Q2: 135,265 shares; 2025Q3: 153,700 shares; 2025Q4: 151,660 shares; 2026Q1: 227,953 shares 227,953 $9.64M 0.25% +76,293 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,913 shares; 2024Q4: 120,592 shares; 2025Q1: 119,404 shares; 2025Q2: 118,673 shares; 2025Q3: 117,577 shares; 2025Q4: 115,831 shares; 2026Q1: 110,354 shares 110,354 $9.4M 0.24% -5,477 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: 31,029 shares; 2024Q4: 30,590 shares; 2025Q1: 29,897 shares; 2025Q2: 29,160 shares; 2025Q3: 30,545 shares; 2025Q4: 30,459 shares; 2026Q1: 36,233 shares 36,233 $9.2M 0.23% +5,774 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: 50,584 shares; 2024Q4: 48,620 shares; 2025Q1: 47,499 shares; 2025Q2: 47,264 shares; 2025Q3: 46,642 shares; 2025Q4: 47,622 shares; 2026Q1: 47,041 shares 47,041 $8.67M 0.22% -581 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: 18,453 shares; 2024Q4: 19,134 shares; 2025Q1: 18,428 shares; 2025Q2: 18,428 shares; 2025Q3: 18,428 shares; 2025Q4: 18,428 shares; 2026Q1: 18,428 shares 18,428 $7.86M 0.2% 0 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: 10,781 shares; 2024Q4: 12,135 shares; 2025Q1: 12,140 shares; 2025Q2: 12,178 shares; 2025Q3: 12,973 shares; 2025Q4: 12,544 shares; 2026Q1: 20,259 shares 20,259 $7.5M 0.19% +7,715 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: 8,485 shares; 2024Q4: 7,580 shares; 2025Q1: 13,285 shares; 2025Q2: 13,285 shares; 2025Q3: 13,395 shares; 2025Q4: 74,672 shares; 2026Q1: 75,512 shares 75,512 $7.17M 0.18% +840 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,695 shares; 2024Q4: 24,870 shares; 2025Q1: 24,120 shares; 2025Q2: 72,770 shares; 2025Q3: 88,981 shares; 2025Q4: 86,477 shares; 2026Q1: 138,500 shares 138,500 $7.06M 0.18% +52,023 Timeline ESML 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: 128,170 shares; 2024Q4: 124,850 shares; 2025Q1: 155,437 shares; 2025Q2: 161,907 shares; 2025Q3: 147,982 shares; 2025Q4: 148,229 shares; 2026Q1: 142,291 shares 142,291 $6.69M 0.17% -5,938 Timeline IWC 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: 176,015 shares; 2024Q4: 169,341 shares; 2025Q1: 60,282 shares; 2025Q2: 47,452 shares; 2025Q3: 41,453 shares; 2025Q4: 43,467 shares; 2026Q1: 41,820 shares 41,820 $6.67M 0.17% -1,647 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,330 shares; 2024Q4: 18,247 shares; 2025Q1: 18,112 shares; 2025Q2: 17,827 shares; 2025Q3: 19,297 shares; 2025Q4: 19,695 shares; 2026Q1: 22,320 shares 22,320 $6.59M 0.17% +2,625 Timeline TIPX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 307,696 shares; 2024Q4: 314,650 shares; 2025Q1: 322,393 shares; 2025Q2: 318,981 shares; 2025Q3: 314,881 shares; 2025Q4: 314,434 shares; 2026Q1: 297,784 shares 297,784 $5.71M 0.15% -16,650 Timeline ESGE 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: 152,213 shares; 2024Q4: 151,478 shares; 2025Q1: 151,098 shares; 2025Q2: 140,042 shares; 2025Q3: 131,128 shares; 2025Q4: 130,514 shares; 2026Q1: 121,367 shares 121,367 $5.52M 0.14% -9,147 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: 39,867 shares; 2024Q4: 47,026 shares; 2025Q1: 49,777 shares; 2025Q2: 62,257 shares; 2025Q3: 62,212 shares; 2025Q4: 64,521 shares; 2026Q1: 54,060 shares 54,060 $5.44M 0.14% -10,461 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: 134,848 shares; 2024Q4: 132,753 shares; 2025Q1: 131,225 shares; 2025Q2: 130,488 shares; 2025Q3: 127,616 shares; 2025Q4: 124,682 shares; 2026Q1: 110,066 shares 110,066 $5.39M 0.14% -14,616 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: 234,904 shares; 2024Q4: 231,865 shares; 2025Q1: 246,694 shares; 2025Q2: 233,130 shares; 2025Q3: 221,416 shares; 2025Q4: 173,175 shares; 2026Q1: 168,888 shares 168,888 $5.2M 0.13% -4,287 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: 4,240 shares; 2024Q4: 12,736 shares; 2025Q1: 12,976 shares; 2025Q2: 12,583 shares; 2025Q3: 12,748 shares; 2025Q4: 12,796 shares; 2026Q1: 24,247 shares 24,247 $5.05M 0.13% +11,451 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,859 shares; 2024Q4: 50,859 shares; 2025Q1: 50,404 shares; 2025Q2: 49,282 shares; 2025Q3: 47,302 shares; 2025Q4: 49,012 shares; 2026Q1: 48,427 shares 48,427 $4.7M 0.12% -585 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,275 shares; 2024Q4: 8,332 shares; 2025Q1: 8,332 shares; 2025Q2: 8,726 shares; 2025Q3: 8,597 shares; 2025Q4: 8,598 shares; 2026Q1: 9,659 shares 9,659 $4.63M 0.12% +1,061 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: 5,880 shares; 2024Q4: 8,424 shares; 2025Q1: 13,572 shares; 2025Q2: 19,610 shares; 2025Q3: 54,484 shares; 2025Q4: 76,129 shares; 2026Q1: 93,408 shares 93,408 $4.51M 0.12% +17,279 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: 14,840 shares; 2024Q4: 14,771 shares; 2025Q1: 14,779 shares; 2025Q2: 14,711 shares; 2025Q3: 14,659 shares; 2025Q4: 14,739 shares; 2026Q1: 14,739 shares 14,739 $4.23M 0.11% 0 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: 2,623 shares; 2024Q4: 3,439 shares; 2025Q1: 3,955 shares; 2025Q2: 4,348 shares; 2025Q3: 5,744 shares; 2025Q4: 7,154 shares; 2026Q1: 23,208 shares 23,208 $4.05M 0.1% +16,054 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: 43,681 shares; 2024Q4: 43,946 shares; 2025Q1: 41,569 shares; 2025Q2: 39,418 shares; 2025Q3: 57,693 shares; 2025Q4: 46,706 shares; 2026Q1: 46,131 shares 46,131 $3.66M 0.09% -575 Timeline IJJ 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: 29,708 shares; 2024Q4: 28,424 shares; 2025Q1: 28,114 shares; 2025Q2: 27,999 shares; 2025Q3: 27,596 shares; 2025Q4: 27,633 shares; 2026Q1: 27,300 shares 27,300 $3.62M 0.09% -333 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,582 shares; 2024Q4: 9,596 shares; 2025Q1: 9,608 shares; 2025Q2: 9,608 shares; 2025Q3: 9,608 shares; 2025Q4: 9,608 shares; 2026Q1: 9,608 shares 9,608 $3.56M 0.09% 0 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: 4,325 shares; 2024Q4: 4,504 shares; 2025Q1: 4,592 shares; 2025Q2: 5,448 shares; 2025Q3: 5,883 shares; 2025Q4: 6,151 shares; 2026Q1: 11,180 shares 11,180 $3.21M 0.08% +5,029 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: 7,289 shares; 2024Q4: 8,040 shares; 2025Q1: 8,093 shares; 2025Q2: 8,174 shares; 2025Q3: 10,318 shares; 2025Q4: 10,022 shares; 2026Q1: 10,794 shares 10,794 $3.18M 0.08% +772 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,034 shares; 2024Q4: 147,034 shares; 2025Q1: 147,034 shares; 2025Q2: 145,484 shares; 2025Q3: 145,484 shares; 2025Q4: 177,343 shares; 2026Q1: 170,681 shares 170,681 $3.12M 0.08% -6,662 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,377 shares; 2024Q4: 12,437 shares; 2025Q1: 12,468 shares; 2025Q2: 12,456 shares; 2025Q3: 12,451 shares; 2025Q4: 12,546 shares; 2026Q1: 11,901 shares 11,901 $3.12M 0.08% -645 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: 6,397 shares; 2024Q4: 10,524 shares; 2025Q1: 15,082 shares; 2025Q2: 22,263 shares; 2025Q3: 28,802 shares; 2025Q4: 41,942 shares; 2026Q1: 48,207 shares 48,207 $2.85M 0.07% +6,265 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: 3,210 shares; 2024Q4: 3,221 shares; 2025Q1: 3,247 shares; 2025Q2: 3,080 shares; 2025Q3: 4,087 shares; 2025Q4: 4,188 shares; 2026Q1: 4,771 shares 4,771 $2.85M 0.07% +583 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,369 shares; 2024Q4: 37,144 shares; 2025Q1: 36,599 shares; 2025Q2: 41,168 shares; 2025Q3: 41,791 shares; 2025Q4: 40,884 shares; 2026Q1: 36,281 shares 36,281 $2.84M 0.07% -4,603 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,700 shares; 2025Q4: 27,660 shares; 2026Q1: 37,360 shares 37,360 $2.79M 0.07% +9,700 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: 22,722 shares; 2024Q4: 22,722 shares; 2025Q1: 22,617 shares; 2025Q2: 22,617 shares; 2025Q3: 22,617 shares; 2025Q4: 22,496 shares; 2026Q1: 22,146 shares 22,146 $2.5M 0.06% -350 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: 3,788 shares; 2024Q4: 3,394 shares; 2025Q1: 3,324 shares; 2025Q2: 3,485 shares; 2025Q3: 3,342 shares; 2025Q4: 3,343 shares; 2026Q1: 8,013 shares 8,013 $2.42M 0.06% +4,670 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: 64,868 shares; 2024Q4: 61,943 shares; 2025Q1: 58,673 shares; 2025Q2: 52,060 shares; 2025Q3: 50,117 shares; 2025Q4: 49,821 shares; 2026Q1: 45,530 shares 45,530 $2.27M 0.06% -4,291 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,352 shares; 2024Q4: 22,352 shares; 2025Q1: 22,352 shares; 2025Q2: 21,652 shares; 2025Q3: 21,652 shares; 2025Q4: 21,652 shares; 2026Q1: 21,652 shares 21,652 $2.18M 0.06% 0 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: 27,162 shares; 2024Q4: 27,037 shares; 2025Q1: 27,037 shares; 2025Q2: 27,037 shares; 2025Q3: 27,037 shares; 2025Q4: 26,931 shares; 2026Q1: 24,421 shares 24,421 $2.15M 0.05% -2,510 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: 91,785 shares; 2024Q4: 93,850 shares; 2025Q1: 93,850 shares; 2025Q2: 94,950 shares; 2025Q3: 94,950 shares; 2025Q4: 96,070 shares; 2026Q1: 96,070 shares 96,070 $2.15M 0.05% 0 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: 430 shares; 2024Q4: 425 shares; 2025Q1: 404 shares; 2025Q2: 504 shares; 2025Q3: 567 shares; 2025Q4: 1,136 shares; 2026Q1: 3,739 shares 3,739 $2.14M 0.05% +2,603 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: 17,215 shares; 2024Q4: 17,795 shares; 2025Q1: 17,885 shares; 2025Q2: 17,910 shares; 2025Q3: 18,905 shares; 2025Q4: 19,500 shares; 2026Q1: 19,560 shares 19,560 $2.09M 0.05% +60 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,388 shares; 2024Q4: 13,176 shares; 2025Q1: 13,321 shares; 2025Q2: 13,321 shares; 2025Q3: 12,096 shares; 2025Q4: 12,096 shares; 2026Q1: 12,158 shares 12,158 $2.06M 0.05% +62 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,000 shares 6,000 $2.03M 0.05% new 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: not reported; 2024Q4: 393 shares; 2025Q1: 420 shares; 2025Q2: 473 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,033 shares 4,033 $2.02M 0.05% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,800 shares; 2025Q4: 18,060 shares; 2026Q1: 23,160 shares 23,160 $1.92M 0.05% +5,100 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: 26,936 shares; 2024Q4: 75,657 shares; 2025Q1: 78,978 shares; 2025Q2: 77,080 shares; 2025Q3: 77,593 shares; 2025Q4: 73,782 shares; 2026Q1: 73,574 shares 73,574 $1.89M 0.05% -208 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,211 shares 8,211 $1.75M 0.04% new 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: 13,400 shares; 2024Q4: 13,400 shares; 2025Q1: 13,400 shares; 2025Q2: 13,400 shares; 2025Q3: 13,400 shares; 2025Q4: 13,400 shares; 2026Q1: 13,015 shares 13,015 $1.67M 0.04% -385 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,135 shares; 2024Q4: 7,130 shares; 2025Q1: 7,130 shares; 2025Q2: 7,075 shares; 2025Q3: 6,790 shares; 2025Q4: 6,605 shares; 2026Q1: 6,430 shares 6,430 $1.59M 0.04% -175 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: 10,230 shares; 2024Q4: 10,230 shares; 2025Q1: 10,230 shares; 2025Q2: 10,230 shares; 2025Q3: 10,230 shares; 2025Q4: 10,230 shares; 2026Q1: 10,230 shares 10,230 $1.48M 0.04% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,268 shares; 2024Q4: 5,366 shares; 2025Q1: 5,362 shares; 2025Q2: 5,120 shares; 2025Q3: 5,481 shares; 2025Q4: 5,391 shares; 2026Q1: 5,942 shares 5,942 $1.45M 0.04% +551 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: 6,465 shares; 2024Q4: 6,465 shares; 2025Q1: 6,465 shares; 2025Q2: 6,465 shares; 2025Q3: 6,465 shares; 2025Q4: 6,746 shares; 2026Q1: 6,643 shares 6,643 $1.44M 0.04% -103 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: 9,506 shares; 2024Q4: 15,584 shares; 2025Q1: 15,442 shares; 2025Q2: 15,442 shares; 2025Q3: 14,595 shares; 2025Q4: 14,711 shares; 2026Q1: 15,646 shares 15,646 $1.44M 0.04% +935 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,574 shares 14,574 $1.43M 0.04% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,545 shares; 2024Q4: 12,311 shares; 2025Q1: 12,760 shares; 2025Q2: 12,919 shares; 2025Q3: 12,199 shares; 2025Q4: 12,137 shares; 2026Q1: 12,052 shares 12,052 $1.43M 0.04% -85 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: 9,685 shares; 2024Q4: 9,560 shares; 2025Q1: 9,560 shares; 2025Q2: 9,560 shares; 2025Q3: 9,560 shares; 2025Q4: 9,560 shares; 2026Q1: 9,560 shares 9,560 $1.42M 0.04% 0 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: 25,193 shares; 2024Q4: 25,194 shares; 2025Q1: 23,824 shares; 2025Q2: 23,040 shares; 2025Q3: 22,591 shares; 2025Q4: 13,647 shares; 2026Q1: 13,647 shares 13,647 $1.35M 0.03% 0 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: 12,049 shares; 2024Q4: 12,399 shares; 2025Q1: 12,419 shares; 2025Q2: 12,280 shares; 2025Q3: 12,411 shares; 2025Q4: 22,561 shares; 2026Q1: 23,081 shares 23,081 $1.35M 0.03% +520 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,069 shares; 2024Q4: 14,829 shares; 2025Q1: 14,706 shares; 2025Q2: 14,479 shares; 2025Q3: 13,563 shares; 2025Q4: 12,059 shares; 2026Q1: 12,120 shares 12,120 $1.34M 0.03% +61 Timeline SPYX 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: 24,565 shares; 2024Q4: 23,600 shares; 2025Q1: 23,050 shares; 2025Q2: 23,180 shares; 2025Q3: 22,520 shares; 2025Q4: 25,470 shares; 2026Q1: 24,810 shares 24,810 $1.32M 0.03% -660 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,600 shares; 2025Q4: 15,112 shares; 2026Q1: 22,712 shares 22,712 $1.26M 0.03% +7,600 Timeline ACWV 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: 10,441 shares; 2024Q4: 10,441 shares; 2025Q1: 10,441 shares; 2025Q2: 10,441 shares; 2025Q3: 10,441 shares; 2025Q4: 10,441 shares; 2026Q1: 10,441 shares 10,441 $1.25M 0.03% 0 Timeline IOO 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: 10,115 shares; 2024Q4: 10,115 shares; 2025Q1: 10,115 shares; 2025Q2: 10,115 shares; 2025Q3: 10,115 shares; 2025Q4: 10,115 shares; 2026Q1: 10,115 shares 10,115 $1.22M 0.03% 0 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,128 shares; 2024Q4: 16,828 shares; 2025Q1: 15,828 shares; 2025Q2: 16,022 shares; 2025Q3: 16,022 shares; 2025Q4: 15,847 shares; 2026Q1: 15,232 shares 15,232 $1.19M 0.03% -615 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,319 shares; 2024Q4: 5,178 shares; 2025Q1: 5,108 shares; 2025Q2: 5,009 shares; 2025Q3: 4,795 shares; 2025Q4: 4,927 shares; 2026Q1: 4,927 shares 4,927 $1.16M 0.03% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,797 shares 79,797 $1.15M 0.03% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,622 shares 2,622 $1.14M 0.03% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,416 shares; 2024Q4: 31,396 shares; 2025Q1: 29,373 shares; 2025Q2: 29,228 shares; 2025Q3: 27,953 shares; 2025Q4: 27,163 shares; 2026Q1: 26,443 shares 26,443 $1.12M 0.03% -720 Timeline SCHH 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: 55,450 shares; 2024Q4: 53,370 shares; 2025Q1: 47,067 shares; 2025Q2: 47,151 shares; 2025Q3: 47,233 shares; 2025Q4: 51,884 shares; 2026Q1: 51,949 shares 51,949 $1.12M 0.03% +65 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: 5,670 shares; 2024Q4: 5,670 shares; 2025Q1: 5,670 shares; 2025Q2: 5,670 shares; 2025Q3: 5,670 shares; 2025Q4: 5,616 shares; 2026Q1: 5,616 shares 5,616 $1.1M 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,108 shares; 2024Q4: 9,108 shares; 2025Q1: 9,135 shares; 2025Q2: 9,135 shares; 2025Q3: 9,186 shares; 2025Q4: 9,194 shares; 2026Q1: 9,194 shares 9,194 $1.1M 0.03% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,300 shares; 2024Q4: 9,300 shares; 2025Q1: 9,624 shares; 2025Q2: 9,624 shares; 2025Q3: 9,624 shares; 2025Q4: 9,624 shares; 2026Q1: 9,624 shares 9,624 $1.06M 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to 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: 3,576 shares 3,576 $1.05M 0.03% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,110 shares; 2024Q4: 8,370 shares; 2025Q1: 8,370 shares; 2025Q2: 7,180 shares; 2025Q3: 7,280 shares; 2025Q4: 9,130 shares; 2026Q1: 11,970 shares 11,970 $988K 0.03% +2,840 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,884 shares 2,884 $986K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,994 shares 5,994 $957K 0.02% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,840 shares; 2024Q4: 2,868 shares; 2025Q1: 2,836 shares; 2025Q2: 2,813 shares; 2025Q3: 3,055 shares; 2025Q4: 3,315 shares; 2026Q1: 3,081 shares 3,081 $954K 0.02% -234 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: 7,041 shares; 2024Q4: 21,127 shares; 2025Q1: 24,368 shares; 2025Q2: 26,779 shares; 2025Q3: 26,706 shares; 2025Q4: 29,497 shares; 2026Q1: 30,462 shares 30,462 $943K 0.02% +965 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 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 $941K 0.02% 0 Timeline WFG WEST FRASER TIMBER CO LTD More: the full row for WEST FRASER TIMBER CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,157 shares 14,157 $924K 0.02% new Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 948 shares 948 $912K 0.02% new Timeline STPZ 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: 16,711 shares; 2024Q4: 16,711 shares; 2025Q1: 16,712 shares; 2025Q2: 16,712 shares; 2025Q3: 16,713 shares; 2025Q4: 16,710 shares; 2026Q1: 16,710 shares 16,710 $904K 0.02% 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: 1,032 shares; 2024Q4: 1,232 shares; 2025Q1: 1,219 shares; 2025Q2: 1,219 shares; 2025Q3: 1,718 shares; 2025Q4: 1,718 shares; 2026Q1: 1,903 shares 1,903 $881K 0.02% +185 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: 1,604 shares; 2024Q4: 1,554 shares; 2025Q1: 1,649 shares; 2025Q2: 1,649 shares; 2025Q3: 1,419 shares; 2025Q4: 1,415 shares; 2026Q1: 1,400 shares 1,400 $863K 0.02% -15 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: not reported; 2026Q1: 634 shares 634 $837K 0.02% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,721 shares 1,721 $835K 0.02% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,305 shares; 2024Q4: 8,305 shares; 2025Q1: 8,305 shares; 2025Q2: 8,305 shares; 2025Q3: 8,830 shares; 2025Q4: 8,830 shares; 2026Q1: 8,830 shares 8,830 $829K 0.02% 0 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,575 shares 11,575 $828K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,825 shares 1,825 $815K 0.02% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,169 shares; 2024Q4: 3,169 shares; 2025Q1: 2,989 shares; 2025Q2: 2,697 shares; 2025Q3: 2,681 shares; 2025Q4: 3,081 shares; 2026Q1: 2,832 shares 2,832 $812K 0.02% -249 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: 15,465 shares; 2024Q4: 15,635 shares; 2025Q1: 15,635 shares; 2025Q2: 15,415 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares; 2026Q1: 15,380 shares 15,380 $812K 0.02% 0 Timeline USIG 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: 15,825 shares 15,825 $811K 0.02% new 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: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,258 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 2,528 shares 2,528 $810K 0.02% +1,328 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: 12,025 shares; 2024Q4: 24,050 shares; 2025Q1: 26,325 shares; 2025Q2: 26,325 shares; 2025Q3: 29,025 shares; 2025Q4: 32,325 shares; 2026Q1: 32,325 shares 32,325 $805K 0.02% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER 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: 32,377 shares 32,377 $791K 0.02% new 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: 1,127 shares; 2024Q4: 1,127 shares; 2025Q1: 1,113 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 1,014 shares; 2026Q1: 1,113 shares 1,113 $789K 0.02% +99 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,470 shares; 2025Q3: 8,470 shares; 2025Q4: 8,470 shares; 2026Q1: 8,470 shares 8,470 $785K 0.02% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,752 shares 2,752 $765K 0.02% new 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: 5,124 shares; 2024Q4: 5,124 shares; 2025Q1: 5,145 shares; 2025Q2: 5,127 shares; 2025Q3: 5,005 shares; 2025Q4: 5,236 shares; 2026Q1: 5,079 shares 5,079 $747K 0.02% -157 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: 2,267 shares; 2024Q4: 3,029 shares; 2025Q1: 3,041 shares; 2025Q2: 5,150 shares; 2025Q3: 5,317 shares; 2025Q4: 4,998 shares; 2026Q1: 5,091 shares 5,091 $735K 0.02% +93 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,040 shares; 2024Q4: 5,040 shares; 2025Q1: 5,040 shares; 2025Q2: 5,040 shares; 2025Q3: 5,040 shares; 2025Q4: 5,040 shares; 2026Q1: 5,040 shares 5,040 $735K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 422 shares 422 $730K 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: 1,725 shares; 2024Q4: 1,725 shares; 2025Q1: 1,738 shares; 2025Q2: 1,738 shares; 2025Q3: 1,745 shares; 2025Q4: 1,747 shares; 2026Q1: 1,747 shares 1,747 $728K 0.02% 0 Timeline VTEI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,425 shares; 2026Q1: 7,255 shares 7,255 $725K 0.02% +2,830 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: 2,379 shares; 2024Q4: 2,379 shares; 2025Q1: 2,379 shares; 2025Q2: 2,379 shares; 2025Q3: 2,629 shares; 2025Q4: 5,755 shares; 2026Q1: 5,455 shares 5,455 $725K 0.02% -300 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: 15,899 shares; 2024Q4: 31,548 shares; 2025Q1: 31,548 shares; 2025Q2: 30,579 shares; 2025Q3: 31,293 shares; 2025Q4: 30,052 shares; 2026Q1: 29,099 shares 29,099 $720K 0.02% -953 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,816 shares 6,816 $713K 0.02% new Timeline SPBO 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: 17,585 shares; 2025Q2: 36,645 shares; 2025Q3: 36,645 shares; 2025Q4: 25,095 shares; 2026Q1: 24,410 shares 24,410 $709K 0.02% -685 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,262 shares; 2024Q4: 12,261 shares; 2025Q1: 12,326 shares; 2025Q2: 12,041 shares; 2025Q3: 11,451 shares; 2025Q4: 10,078 shares; 2026Q1: 10,583 shares 10,583 $700K 0.02% +505 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,680 shares; 2024Q4: 15,405 shares; 2025Q1: 15,745 shares; 2025Q2: 15,745 shares; 2025Q3: 15,555 shares; 2025Q4: 15,670 shares; 2026Q1: 15,670 shares 15,670 $697K 0.02% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to 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: 9,914 shares 9,914 $686K 0.02% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,038 shares 5,038 $682K 0.02% new 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: 554 shares; 2024Q4: 529 shares; 2025Q1: 562 shares; 2025Q2: 743 shares; 2025Q3: 588 shares; 2025Q4: not reported; 2026Q1: 2,468 shares 2,468 $668K 0.02% new 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: 1,428 shares; 2024Q4: 1,641 shares; 2025Q1: 1,672 shares; 2025Q2: 2,664 shares; 2025Q3: 3,620 shares; 2025Q4: 3,065 shares; 2026Q1: 3,059 shares 3,059 $665K 0.02% -6 Timeline GMAR 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: 22,065 shares; 2025Q1: 21,880 shares; 2025Q2: 15,737 shares; 2025Q3: 15,737 shares; 2025Q4: 15,737 shares; 2026Q1: 15,737 shares 15,737 $656K 0.02% 0 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: 7,641 shares; 2024Q4: 21,627 shares; 2025Q1: 21,592 shares; 2025Q2: 21,588 shares; 2025Q3: 21,570 shares; 2025Q4: 21,134 shares; 2026Q1: 21,043 shares 21,043 $642K 0.02% -91 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: not reported; 2025Q4: not reported; 2026Q1: 4,648 shares 4,648 $632K 0.02% new 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: 6,715 shares; 2024Q4: 6,855 shares; 2025Q1: 6,855 shares; 2025Q2: 23,055 shares; 2025Q3: 22,060 shares; 2025Q4: 20,765 shares; 2026Q1: 21,000 shares 21,000 $631K 0.02% +235 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 63,188 shares 63,188 $628K 0.02% new Timeline CHMG CHEMUNG FINL CORP More: the full row for CHEMUNG FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,214 shares; 2024Q4: 13,214 shares; 2025Q1: 13,214 shares; 2025Q2: 13,214 shares; 2025Q3: 11,554 shares; 2025Q4: 11,554 shares; 2026Q1: 11,554 shares 11,554 $622K 0.02% 0 Timeline VUZI VUZIX CORP More: the full row for VUZIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 267,011 shares 267,011 $617K 0.02% +257,011 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: not reported; 2024Q4: not reported; 2025Q1: 1,225 shares; 2025Q2: 1,227 shares; 2025Q3: 1,604 shares; 2025Q4: 1,516 shares; 2026Q1: 2,537 shares 2,537 $615K 0.02% +1,021 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,350 shares; 2024Q4: 3,325 shares; 2025Q1: 3,325 shares; 2025Q2: 3,325 shares; 2025Q3: 3,325 shares; 2025Q4: 3,325 shares; 2026Q1: 3,241 shares 3,241 $614K 0.02% -84 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: 6,200 shares; 2024Q4: 6,200 shares; 2025Q1: 6,200 shares; 2025Q2: 6,200 shares; 2025Q3: 6,200 shares; 2025Q4: 6,200 shares; 2026Q1: 6,200 shares 6,200 $603K 0.02% 0 Timeline ITM 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: 15,240 shares; 2024Q4: 15,240 shares; 2025Q1: 15,240 shares; 2025Q2: 15,240 shares; 2025Q3: 16,235 shares; 2025Q4: 16,235 shares; 2026Q1: 12,935 shares 12,935 $601K 0.02% -3,300 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,466 shares 4,466 $595K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,454 shares; 2024Q4: 1,454 shares; 2025Q1: 1,453 shares; 2025Q2: 1,461 shares; 2025Q3: 1,521 shares; 2025Q4: 1,520 shares; 2026Q1: 2,082 shares 2,082 $591K 0.02% +562 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 11,054 shares 11,054 $590K 0.02% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,039 shares 19,039 $581K 0.01% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,300 shares; 2024Q4: 5,300 shares; 2025Q1: 5,300 shares; 2025Q2: 5,300 shares; 2025Q3: 5,300 shares; 2025Q4: 5,300 shares; 2026Q1: 5,300 shares 5,300 $578K 0.01% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 740 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 889 shares; 2026Q1: 995 shares 995 $574K 0.01% +106 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP 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: 2,711 shares 2,711 $572K 0.01% new Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,799 shares; 2024Q4: 14,111 shares; 2025Q1: 10,086 shares; 2025Q2: 8,686 shares; 2025Q3: 8,686 shares; 2025Q4: 7,961 shares; 2026Q1: 5,507 shares 5,507 $548K 0.01% -2,454 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $546K 0.01% new Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,635 shares; 2024Q4: 1,817 shares; 2025Q1: 1,525 shares; 2025Q2: 1,650 shares; 2025Q3: 1,453 shares; 2025Q4: 1,453 shares; 2026Q1: 1,268 shares 1,268 $546K 0.01% -185 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,800 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $546K 0.01% 0 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: 1,974 shares; 2024Q4: 2,180 shares; 2025Q1: 4,150 shares; 2025Q2: 3,801 shares; 2025Q3: 4,129 shares; 2025Q4: 4,138 shares; 2026Q1: 4,224 shares 4,224 $508K 0.01% +86 Timeline RPV 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: 4,715 shares; 2024Q4: 4,715 shares; 2025Q1: 4,715 shares; 2025Q2: 4,715 shares; 2025Q3: 4,715 shares; 2025Q4: 4,715 shares; 2026Q1: 4,715 shares 4,715 $506K 0.01% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,451 shares 13,451 $472K 0.01% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,800 shares; 2024Q4: 2,907 shares; 2025Q1: 2,907 shares; 2025Q2: 2,800 shares; 2025Q3: 2,907 shares; 2025Q4: 2,812 shares; 2026Q1: 2,932 shares 2,932 $455K 0.01% +120 Timeline USXF 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: 6,820 shares; 2024Q4: 6,820 shares; 2025Q1: 6,385 shares; 2025Q2: 6,385 shares; 2025Q3: 6,385 shares; 2025Q4: 6,385 shares; 2026Q1: 8,087 shares 8,087 $446K 0.01% +1,702 Timeline CEFA 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: 12,500 shares; 2024Q4: 12,665 shares; 2025Q1: 12,930 shares; 2025Q2: 12,930 shares; 2025Q3: 12,930 shares; 2025Q4: 12,445 shares; 2026Q1: 11,850 shares 11,850 $437K 0.01% -595 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,362 shares; 2024Q4: 2,362 shares; 2025Q1: 2,362 shares; 2025Q2: 2,332 shares; 2025Q3: 2,072 shares; 2025Q4: 2,073 shares; 2026Q1: 2,103 shares 2,103 $436K 0.01% +30 Timeline EMXC 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: 5,200 shares; 2024Q4: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,500 shares; 2025Q3: 5,500 shares; 2025Q4: 5,500 shares; 2026Q1: 5,500 shares 5,500 $433K 0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,053 shares; 2024Q4: 19,895 shares; 2025Q1: 20,351 shares; 2025Q2: 20,583 shares; 2025Q3: 21,327 shares; 2025Q4: 11,417 shares; 2026Q1: 9,403 shares 9,403 $426K 0.01% -2,014 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: 270 shares; 2024Q4: 306 shares; 2025Q1: 331 shares; 2025Q2: 406 shares; 2025Q3: 516 shares; 2025Q4: 425 shares; 2026Q1: 463 shares 463 $426K 0.01% +38 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,923 shares 4,923 $418K 0.01% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,890 shares 6,890 $415K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,154 shares; 2025Q1: not reported; 2025Q2: 1,154 shares; 2025Q3: 1,154 shares; 2025Q4: 1,284 shares; 2026Q1: 2,044 shares 2,044 $407K 0.01% +760 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 95 shares 95 $400K 0.01% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,960 shares; 2025Q4: 1,933 shares; 2026Q1: 1,933 shares 1,933 $400K 0.01% 0 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: 1,147 shares; 2024Q4: 1,230 shares; 2025Q1: 1,215 shares; 2025Q2: 1,213 shares; 2025Q3: 1,350 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283 $399K 0.01% 0 Timeline JVAL 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: 8,670 shares; 2024Q4: 8,670 shares; 2025Q1: 8,670 shares; 2025Q2: 8,975 shares; 2025Q3: 8,570 shares; 2025Q4: 8,035 shares; 2026Q1: 8,035 shares 8,035 $393K 0.01% 0 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: 3,814 shares; 2024Q4: 3,616 shares; 2025Q1: 3,621 shares; 2025Q2: 3,601 shares; 2025Q3: 3,683 shares; 2025Q4: 3,782 shares; 2026Q1: 3,967 shares 3,967 $382K 0.01% +185 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,053 shares 1,053 $378K 0.01% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 3,796 shares; 2025Q1: 3,796 shares; 2025Q2: 3,751 shares; 2025Q3: 3,753 shares; 2025Q4: 3,678 shares; 2026Q1: 3,678 shares 3,678 $378K 0.01% 0 Timeline IUSG 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: 2,400 shares; 2024Q4: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: 2,400 shares; 2026Q1: 2,400 shares 2,400 $372K 0.01% 0 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: 604 shares; 2024Q4: 649 shares; 2025Q1: 652 shares; 2025Q2: 650 shares; 2025Q3: 657 shares; 2025Q4: 658 shares; 2026Q1: 658 shares 658 $371K 0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,950 shares; 2024Q4: 3,950 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares; 2026Q1: 3,925 shares 3,925 $359K 0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,094 shares 5,094 $348K 0.01% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to 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: 1,695 shares 1,695 $344K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,158 shares 2,158 $339K 0.01% new 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: 2,400 shares; 2024Q4: 2,619 shares; 2025Q1: 2,619 shares; 2025Q2: 2,590 shares; 2025Q3: 2,590 shares; 2025Q4: 2,590 shares; 2026Q1: 2,590 shares 2,590 $339K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 384 shares; 2025Q4: 386 shares; 2026Q1: 388 shares 388 $339K 0.01% +2 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: 9,105 shares; 2024Q4: 7,658 shares; 2025Q1: 7,183 shares; 2025Q2: 6,490 shares; 2025Q3: 6,380 shares; 2025Q4: 4,195 shares; 2026Q1: 2,875 shares 2,875 $317K 0.01% -1,320 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: 2,931 shares; 2024Q4: 2,867 shares; 2025Q1: 2,321 shares; 2025Q2: not reported; 2025Q3: 2,051 shares; 2025Q4: 1,971 shares; 2026Q1: 2,529 shares 2,529 $314K 0.01% +558 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 1,005 shares; 2025Q2: 1,008 shares; 2025Q3: 1,039 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $312K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 905 shares; 2025Q4: 806 shares; 2026Q1: 833 shares 833 $310K 0.01% +27 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: 6,325 shares; 2024Q4: 6,325 shares; 2025Q1: 6,325 shares; 2025Q2: 6,325 shares; 2025Q3: 6,325 shares; 2025Q4: 6,325 shares; 2026Q1: 6,325 shares 6,325 $304K 0.01% 0 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: 6,874 shares; 2025Q4: 6,857 shares; 2026Q1: 6,847 shares 6,847 $302K 0.01% -10 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 520 shares 520 $292K 0.01% new 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: 885 shares; 2024Q4: 885 shares; 2025Q1: 885 shares; 2025Q2: 885 shares; 2025Q3: 801 shares; 2025Q4: 801 shares; 2026Q1: 801 shares 801 $286K 0.01% 0 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: 940 shares; 2024Q4: 948 shares; 2025Q1: 966 shares; 2025Q2: 888 shares; 2025Q3: 839 shares; 2025Q4: 866 shares; 2026Q1: 866 shares 866 $285K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,340 shares; 2026Q1: 2,800 shares 2,800 $283K 0.01% +460 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: 554 shares; 2024Q4: 554 shares; 2025Q1: 554 shares; 2025Q2: 657 shares; 2025Q3: 554 shares; 2025Q4: 555 shares; 2026Q1: 555 shares 555 $273K 0.01% 0 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: not reported; 2024Q4: 1,332 shares; 2025Q1: 620 shares; 2025Q2: 620 shares; 2025Q3: 620 shares; 2025Q4: 620 shares; 2026Q1: 620 shares 620 $271K 0.01% 0 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: not reported; 2025Q1: 1,532 shares; 2025Q2: 1,531 shares; 2025Q3: 1,531 shares; 2025Q4: 1,397 shares; 2026Q1: 1,397 shares 1,397 $269K 0.01% 0 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: 1,358 shares; 2024Q4: 1,358 shares; 2025Q1: 1,375 shares; 2025Q2: 1,375 shares; 2025Q3: 1,362 shares; 2025Q4: 1,370 shares; 2026Q1: 1,345 shares 1,345 $267K 0.01% -25 Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,289 shares; 2025Q4: 8,289 shares; 2026Q1: 8,289 shares 8,289 $259K 0.01% 0 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: 1,298 shares; 2024Q4: 1,279 shares; 2025Q1: 1,272 shares; 2025Q2: 1,340 shares; 2025Q3: 1,318 shares; 2025Q4: 1,303 shares; 2026Q1: 1,269 shares 1,269 $258K 0.01% -34 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,275 shares; 2026Q1: 1,275 shares 1,275 $251K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,415 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,415 shares; 2025Q3: 4,415 shares; 2025Q4: 4,415 shares; 2026Q1: 4,415 shares 4,415 $251K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,160 shares 1,160 $249K 0.01% new 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: 6,400 shares; 2024Q4: not reported; 2025Q1: 5,668 shares; 2025Q2: 5,557 shares; 2025Q3: 5,464 shares; 2025Q4: 5,467 shares; 2026Q1: 5,315 shares 5,315 $248K 0.01% -152 Timeline XDEC 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: 6,190 shares; 2025Q1: 5,825 shares; 2025Q2: 5,825 shares; 2025Q3: 5,825 shares; 2025Q4: 5,825 shares; 2026Q1: 5,825 shares 5,825 $235K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 716 shares 716 $225K 0.01% 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: 244 shares; 2024Q4: 244 shares; 2025Q1: 244 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223 shares 223 $222K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,408 shares; 2025Q3: 8,488 shares; 2025Q4: 7,676 shares; 2026Q1: 7,638 shares 7,638 $222K 0.01% -38 Timeline PFF 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: 6,390 shares; 2024Q4: 6,390 shares; 2025Q1: 6,809 shares; 2025Q2: 7,319 shares; 2025Q3: 7,319 shares; 2025Q4: 7,319 shares; 2026Q1: 7,319 shares 7,319 $222K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,339 shares; 2025Q3: 1,339 shares; 2025Q4: 1,339 shares; 2026Q1: 1,339 shares 1,339 $221K 0.01% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,916 shares; 2026Q1: 2,787 shares 2,787 $216K 0.01% -129 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,859 shares 2,859 $216K 0.01% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,008 shares 1,008 $213K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 729 shares; 2024Q4: 729 shares; 2025Q1: 784 shares; 2025Q2: 809 shares; 2025Q3: 818 shares; 2025Q4: 820 shares; 2026Q1: 797 shares 797 $213K 0.01% -23 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: 1,240 shares; 2024Q4: 1,240 shares; 2025Q1: 1,240 shares; 2025Q2: 1,240 shares; 2025Q3: 1,240 shares; 2025Q4: 1,240 shares; 2026Q1: 1,240 shares 1,240 $210K 0.01% 0 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 800 shares 800 $208K 0.01% new 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: 22,549 shares; 2024Q4: 42,021 shares; 2025Q1: 42,014 shares; 2025Q2: 35,313 shares; 2025Q3: 34,089 shares; 2025Q4: 12,214 shares; 2026Q1: 8,914 shares 8,914 $207K 0.01% -3,300 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,570 shares; 2025Q4: not reported; 2026Q1: 2,284 shares 2,284 $205K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 235 shares 235 $203K 0.01% new Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,010 shares; 2025Q2: 8,010 shares; 2025Q3: 8,010 shares; 2025Q4: 8,010 shares; 2026Q1: 8,010 shares 8,010 $203K 0.01% 0 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,350 shares; 2025Q1: 8,350 shares; 2025Q2: 8,350 shares; 2025Q3: 8,350 shares; 2025Q4: 8,350 shares; 2026Q1: 8,350 shares 8,350 $202K 0.01% 0 Timeline IBDR 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: 8,325 shares; 2025Q1: 8,325 shares; 2025Q2: 8,325 shares; 2025Q3: 8,325 shares; 2025Q4: 8,325 shares; 2026Q1: 8,325 shares 8,325 $202K 0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 2,430 shares 2,430 $200K 0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,072 shares; 2024Q4: 10,072 shares; 2025Q1: 10,072 shares; 2025Q2: 10,072 shares; 2025Q3: 10,072 shares; 2025Q4: 10,072 shares; 2026Q1: 10,972 shares 10,972 $187K <0.01% +900 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,300 shares; 2024Q4: 11,800 shares; 2025Q1: 11,800 shares; 2025Q2: 11,800 shares; 2025Q3: 11,800 shares; 2025Q4: 11,800 shares; 2026Q1: 11,800 shares 11,800 $124K <0.01% 0 Timeline NBH NEUBERGER MUN FD INC More: the full row for NEUBERGER MUN FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,639 shares; 2024Q4: 13,639 shares; 2025Q1: 11,739 shares; 2025Q2: 11,739 shares; 2025Q3: 11,739 shares; 2025Q4: 11,739 shares; 2026Q1: 11,739 shares 11,739 $119K <0.01% 0 Timeline MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,387 shares; 2024Q4: 10,117 shares; 2025Q1: 10,117 shares; 2025Q2: 10,117 shares; 2025Q3: 10,117 shares; 2025Q4: 10,117 shares; 2026Q1: 10,117 shares 10,117 $111K <0.01% 0 Timeline YCBD CBDMD INC More: the full row for CBDMD 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: 68,513 shares; 2025Q3: 68,513 shares; 2025Q4: 68,513 shares; 2026Q1: 68,513 shares 68,513 $50.8K <0.01% 0 Timeline