JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 854,215 shares; 2025Q3: 1,574,742 shares; 2025Q4: 2,642,548 shares; 2026Q1: 1,923,666 shares 1,923,666 $90.6M 13.17% -718,882 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: 462,757 shares; 2024Q4: not loaded; 2025Q1: 608,934 shares; 2025Q2: 802,816 shares; 2025Q3: 854,512 shares; 2025Q4: 849,001 shares; 2026Q1: 791,714 shares 791,714 $88.8M 12.91% -57,287 Timeline SYSB 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974,400 shares 974,400 $86.7M 12.61% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 812,197 shares; 2024Q4: not loaded; 2025Q1: 1,103,996 shares; 2025Q2: 803,063 shares; 2025Q3: 547,754 shares; 2025Q4: 555,050 shares; 2026Q1: 535,503 shares 535,503 $40.3M 5.85% -19,547 Timeline GDE 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 loaded; 2025Q1: not reported; 2025Q2: 666,906 shares; 2025Q3: 778,858 shares; 2025Q4: 662,752 shares; 2026Q1: 620,565 shares 620,565 $39M 5.68% -42,187 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: 42,498 shares; 2024Q4: not loaded; 2025Q1: 42,427 shares; 2025Q2: 42,881 shares; 2025Q3: 42,678 shares; 2025Q4: 42,574 shares; 2026Q1: 42,537 shares 42,537 $27.8M 4.04% -37 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: 371,983 shares; 2024Q4: not loaded; 2025Q1: 338,182 shares; 2025Q2: 342,302 shares; 2025Q3: 333,677 shares; 2025Q4: 333,214 shares; 2026Q1: 332,644 shares 332,644 $22.5M 3.27% -570 Timeline USFR 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: 1,487,743 shares; 2024Q4: not loaded; 2025Q1: 1,077,045 shares; 2025Q2: 1,489,055 shares; 2025Q3: 1,378,741 shares; 2025Q4: 1,011,555 shares; 2026Q1: 264,707 shares 264,707 $13.3M 1.94% -746,848 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: 71,893 shares; 2024Q4: not loaded; 2025Q1: 26,270 shares; 2025Q2: 23,807 shares; 2025Q3: 74,226 shares; 2025Q4: 73,627 shares; 2026Q1: 26,156 shares 26,156 $11.4M 1.66% -47,471 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,997 shares; 2024Q4: not loaded; 2025Q1: 65,665 shares; 2025Q2: 189,728 shares; 2025Q3: 173,461 shares; 2025Q4: 222,955 shares; 2026Q1: 220,212 shares 220,212 $11M 1.6% -2,743 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: 53,917 shares; 2024Q4: not loaded; 2025Q1: 53,917 shares; 2025Q2: 53,525 shares; 2025Q3: 51,525 shares; 2025Q4: 47,861 shares; 2026Q1: 43,121 shares 43,121 $10.7M 1.55% -4,740 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: 81,697 shares; 2024Q4: not loaded; 2025Q1: 80,797 shares; 2025Q2: 80,422 shares; 2025Q3: 80,475 shares; 2025Q4: 80,475 shares; 2026Q1: 80,275 shares 80,275 $9.08M 1.32% -200 Timeline IDMO 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: 890,521 shares; 2024Q4: not loaded; 2025Q1: 72,652 shares; 2025Q2: 97,132 shares; 2025Q3: 97,132 shares; 2025Q4: 96,504 shares; 2026Q1: 149,097 shares 149,097 $8.18M 1.19% +52,593 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,382 shares; 2024Q4: not loaded; 2025Q1: 86,023 shares; 2025Q2: 18,905 shares; 2025Q3: 39,850 shares; 2025Q4: 93,065 shares; 2026Q1: 153,667 shares 153,667 $7.69M 1.12% +60,602 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: 23,792 shares; 2024Q4: not loaded; 2025Q1: 23,626 shares; 2025Q2: 23,739 shares; 2025Q3: 23,595 shares; 2025Q4: 23,473 shares; 2026Q1: 23,730 shares 23,730 $6.02M 0.88% +257 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: 20,691 shares; 2024Q4: not loaded; 2025Q1: 20,386 shares; 2025Q2: 20,260 shares; 2025Q3: 20,844 shares; 2025Q4: 20,757 shares; 2026Q1: 20,795 shares 20,795 $5.97M 0.87% +38 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,591 shares; 2024Q4: not loaded; 2025Q1: 84,371 shares; 2025Q2: 82,176 shares; 2025Q3: 82,176 shares; 2025Q4: 66,755 shares; 2026Q1: 67,165 shares 67,165 $5.72M 0.83% +410 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: 30,335 shares; 2024Q4: not loaded; 2025Q1: 29,895 shares; 2025Q2: 29,895 shares; 2025Q3: 29,895 shares; 2025Q4: 29,895 shares; 2026Q1: 29,233 shares 29,233 $5.39M 0.78% -662 Timeline WTPI 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,323 shares 165,323 $5.28M 0.77% new 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: 24,944 shares; 2024Q4: not loaded; 2025Q1: 24,944 shares; 2025Q2: 24,944 shares; 2025Q3: 24,944 shares; 2025Q4: 24,944 shares; 2026Q1: 24,899 shares 24,899 $5.26M 0.76% -45 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: 14,882 shares; 2024Q4: not loaded; 2025Q1: 14,456 shares; 2025Q2: 14,359 shares; 2025Q3: 14,321 shares; 2025Q4: 14,223 shares; 2026Q1: 14,096 shares 14,096 $5.22M 0.76% -127 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: 17,838 shares; 2024Q4: not loaded; 2025Q1: 17,776 shares; 2025Q2: 17,649 shares; 2025Q3: 17,679 shares; 2025Q4: 17,626 shares; 2026Q1: 17,417 shares 17,417 $5.12M 0.74% -209 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: 30,453 shares; 2024Q4: not loaded; 2025Q1: 31,173 shares; 2025Q2: 31,021 shares; 2025Q3: 30,839 shares; 2025Q4: 30,382 shares; 2026Q1: 28,783 shares 28,783 $5.02M 0.73% -1,599 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: 18,359 shares; 2024Q4: not loaded; 2025Q1: 16,710 shares; 2025Q2: 16,750 shares; 2025Q3: 16,367 shares; 2025Q4: 16,332 shares; 2026Q1: 15,758 shares 15,758 $4.53M 0.66% -574 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 13,673 shares; 2025Q2: 14,477 shares; 2025Q3: 14,558 shares; 2025Q4: 14,393 shares; 2026Q1: 14,417 shares 14,417 $4.46M 0.65% +24 Timeline BRK-A 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: 7 shares; 2024Q4: not loaded; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.63% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,402 shares; 2024Q4: not loaded; 2025Q1: 57,371 shares; 2025Q2: 56,702 shares; 2025Q3: 55,705 shares; 2025Q4: 55,705 shares; 2026Q1: 55,705 shares 55,705 $4.18M 0.61% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 18,513 shares; 2025Q2: 18,166 shares; 2025Q3: 18,180 shares; 2025Q4: 18,156 shares; 2026Q1: 18,686 shares 18,686 $4.06M 0.59% +530 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: 328,317 shares; 2024Q4: not loaded; 2025Q1: 54,836 shares; 2025Q2: 65,988 shares; 2025Q3: 48,873 shares; 2025Q4: 47,365 shares; 2026Q1: 42,657 shares 42,657 $3.96M 0.58% -4,708 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: 21,164 shares; 2024Q4: not loaded; 2025Q1: 20,666 shares; 2025Q2: 16,036 shares; 2025Q3: 15,546 shares; 2025Q4: 15,339 shares; 2026Q1: 14,969 shares 14,969 $3.92M 0.57% -370 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: 73,027 shares; 2024Q4: not loaded; 2025Q1: 59,219 shares; 2025Q2: 58,519 shares; 2025Q3: 58,519 shares; 2025Q4: 57,904 shares; 2026Q1: 57,471 shares 57,471 $3.68M 0.54% -433 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: 7,699 shares; 2024Q4: not loaded; 2025Q1: 7,848 shares; 2025Q2: 7,606 shares; 2025Q3: 7,542 shares; 2025Q4: 7,532 shares; 2026Q1: 7,552 shares 7,552 $3.62M 0.53% +20 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: 21,330 shares; 2024Q4: not loaded; 2025Q1: 23,385 shares; 2025Q2: 21,795 shares; 2025Q3: 21,930 shares; 2025Q4: 21,912 shares; 2026Q1: 20,894 shares 20,894 $3.54M 0.52% -1,018 Timeline OBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,500 shares; 2024Q4: not loaded; 2025Q1: 59,093 shares; 2025Q2: 48,416 shares; 2025Q3: 69,540 shares; 2025Q4: 66,902 shares; 2026Q1: 70,638 shares 70,638 $3.54M 0.51% +3,736 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: 11,614 shares; 2024Q4: not loaded; 2025Q1: 11,614 shares; 2025Q2: 11,614 shares; 2025Q3: 11,614 shares; 2025Q4: 11,614 shares; 2026Q1: 11,614 shares 11,614 $3.51M 0.51% 0 Timeline XVV 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 loaded; 2025Q1: 77,966 shares; 2025Q2: 70,866 shares; 2025Q3: 81,311 shares; 2025Q4: 79,265 shares; 2026Q1: 70,342 shares 70,342 $3.46M 0.5% -8,923 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: not reported; 2024Q4: not loaded; 2025Q1: 19,947 shares; 2025Q2: 21,526 shares; 2025Q3: 30,646 shares; 2025Q4: 58,110 shares; 2026Q1: 63,991 shares 63,991 $3.04M 0.44% +5,881 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 113,000 shares 113,000 $3M 0.44% new Timeline ZDEK 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 loaded; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares; 2025Q4: not reported; 2026Q1: 116,000 shares 116,000 $2.97M 0.43% new Timeline ZFEB 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 loaded; 2025Q1: not reported; 2025Q2: 18,750 shares; 2025Q3: 18,750 shares; 2025Q4: 18,750 shares; 2026Q1: 115,000 shares 115,000 $2.92M 0.42% +96,250 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: 3,442 shares; 2024Q4: not loaded; 2025Q1: 3,409 shares; 2025Q2: 3,409 shares; 2025Q3: 3,410 shares; 2025Q4: 3,424 shares; 2026Q1: 3,423 shares 3,423 $2.9M 0.42% -1 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: 13,004 shares; 2024Q4: not loaded; 2025Q1: 12,794 shares; 2025Q2: 12,366 shares; 2025Q3: 12,366 shares; 2025Q4: 12,266 shares; 2026Q1: 11,977 shares 11,977 $2.83M 0.41% -289 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: 33,286 shares; 2024Q4: not loaded; 2025Q1: 31,700 shares; 2025Q2: 27,450 shares; 2025Q3: 27,450 shares; 2025Q4: 27,450 shares; 2026Q1: 26,350 shares 26,350 $2.65M 0.39% -1,100 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: 33,861 shares; 2024Q4: not loaded; 2025Q1: 32,792 shares; 2025Q2: 12,685 shares; 2025Q3: 12,685 shares; 2025Q4: 12,685 shares; 2026Q1: 12,154 shares 12,154 $2.64M 0.38% -531 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: 13,220 shares; 2024Q4: not loaded; 2025Q1: 13,220 shares; 2025Q2: 13,220 shares; 2025Q3: 13,220 shares; 2025Q4: 13,220 shares; 2026Q1: 13,220 shares 13,220 $2.59M 0.38% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,959 shares; 2024Q4: not loaded; 2025Q1: 11,385 shares; 2025Q2: 11,183 shares; 2025Q3: 11,284 shares; 2025Q4: 12,017 shares; 2026Q1: 11,850 shares 11,850 $2.47M 0.36% -167 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 34,000 shares; 2025Q2: 34,000 shares; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares 34,000 $2.43M 0.35% 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: 4,345 shares; 2024Q4: not loaded; 2025Q1: 4,328 shares; 2025Q2: 4,287 shares; 2025Q3: 4,301 shares; 2025Q4: 4,168 shares; 2026Q1: 4,251 shares 4,251 $2.43M 0.35% +83 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: 9,104 shares; 2024Q4: not loaded; 2025Q1: 8,545 shares; 2025Q2: 7,847 shares; 2025Q3: 7,870 shares; 2025Q4: 7,718 shares; 2026Q1: 7,632 shares 7,632 $2.19M 0.32% -86 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: 15,042 shares; 2024Q4: not loaded; 2025Q1: 14,461 shares; 2025Q2: 14,547 shares; 2025Q3: 14,898 shares; 2025Q4: 15,027 shares; 2026Q1: 14,918 shares 14,918 $2.19M 0.32% -109 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: 15,170 shares; 2024Q4: not loaded; 2025Q1: 15,170 shares; 2025Q2: 15,170 shares; 2025Q3: 14,995 shares; 2025Q4: 14,995 shares; 2026Q1: 14,995 shares 14,995 $2.19M 0.32% 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: 10,107 shares; 2024Q4: not loaded; 2025Q1: 9,993 shares; 2025Q2: 10,587 shares; 2025Q3: 10,603 shares; 2025Q4: 10,034 shares; 2026Q1: 10,036 shares 10,036 $2.08M 0.3% +2 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: 7,858 shares; 2024Q4: not loaded; 2025Q1: 7,908 shares; 2025Q2: 7,277 shares; 2025Q3: 7,251 shares; 2025Q4: 7,951 shares; 2026Q1: 8,040 shares 8,040 $1.97M 0.29% +89 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: 20,900 shares; 2024Q4: not loaded; 2025Q1: 20,900 shares; 2025Q2: 20,900 shares; 2025Q3: 20,900 shares; 2025Q4: 20,900 shares; 2026Q1: 16,533 shares 16,533 $1.96M 0.28% -4,367 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: 18,873 shares; 2024Q4: not loaded; 2025Q1: 16,892 shares; 2025Q2: 15,772 shares; 2025Q3: 15,772 shares; 2025Q4: 15,772 shares; 2026Q1: 15,385 shares 15,385 $1.91M 0.28% -387 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: 5,953 shares; 2024Q4: not loaded; 2025Q1: 5,730 shares; 2025Q2: 5,498 shares; 2025Q3: 5,455 shares; 2025Q4: 5,539 shares; 2026Q1: 5,945 shares 5,945 $1.85M 0.27% +406 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,715 shares; 2024Q4: not loaded; 2025Q1: 12,506 shares; 2025Q2: 11,888 shares; 2025Q3: 11,805 shares; 2025Q4: 11,506 shares; 2026Q1: 11,150 shares 11,150 $1.73M 0.25% -356 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 14,000 shares; 2025Q3: 28,000 shares; 2025Q4: 28,000 shares; 2026Q1: 38,000 shares 38,000 $1.7M 0.25% +10,000 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: 5,445 shares; 2024Q4: not loaded; 2025Q1: 5,445 shares; 2025Q2: 5,445 shares; 2025Q3: 5,445 shares; 2025Q4: 5,445 shares; 2026Q1: 5,445 shares 5,445 $1.65M 0.24% 0 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: 24,572 shares; 2024Q4: not loaded; 2025Q1: 18,594 shares; 2025Q2: 18,723 shares; 2025Q3: 17,503 shares; 2025Q4: 16,892 shares; 2026Q1: 16,892 shares 16,892 $1.64M 0.24% 0 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: 19,457 shares; 2024Q4: not loaded; 2025Q1: 18,671 shares; 2025Q2: 18,571 shares; 2025Q3: 18,249 shares; 2025Q4: 18,249 shares; 2026Q1: 18,250 shares 18,250 $1.64M 0.24% +1 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: 16,033 shares; 2024Q4: not loaded; 2025Q1: 14,013 shares; 2025Q2: 12,974 shares; 2025Q3: 12,974 shares; 2025Q4: 13,096 shares; 2026Q1: 13,380 shares 13,380 $1.61M 0.23% +284 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: 10,963 shares; 2024Q4: not loaded; 2025Q1: 13,785 shares; 2025Q2: 18,535 shares; 2025Q3: 18,535 shares; 2025Q4: 17,650 shares; 2026Q1: 17,966 shares 17,966 $1.59M 0.23% +316 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: 15,641 shares; 2024Q4: not loaded; 2025Q1: 15,448 shares; 2025Q2: 15,533 shares; 2025Q3: 15,533 shares; 2025Q4: 15,533 shares; 2026Q1: 15,511 shares 15,511 $1.59M 0.23% -22 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: not reported; 2024Q4: not loaded; 2025Q1: 7,824 shares; 2025Q2: 32,827 shares; 2025Q3: 32,876 shares; 2025Q4: 31,922 shares; 2026Q1: 31,978 shares 31,978 $1.48M 0.21% +56 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: 5,092 shares; 2024Q4: not loaded; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 5,092 shares; 2025Q4: 5,092 shares; 2026Q1: 5,092 shares 5,092 $1.46M 0.21% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 591,309 shares; 2024Q4: not loaded; 2025Q1: 110,039 shares; 2025Q2: 53,663 shares; 2025Q3: 52,175 shares; 2025Q4: 30,480 shares; 2026Q1: 28,890 shares 28,890 $1.46M 0.21% -1,590 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 789,644 shares; 2025Q2: 1,253,578 shares; 2025Q3: 518,045 shares; 2025Q4: 71,843 shares; 2026Q1: 28,365 shares 28,365 $1.41M 0.21% -43,478 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 4,380 shares; 2025Q3: 32,420 shares; 2025Q4: 34,294 shares; 2026Q1: 58,278 shares 58,278 $1.37M 0.2% +23,984 Timeline TLTW 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 loaded; 2025Q1: not reported; 2025Q2: 5,031 shares; 2025Q3: 37,263 shares; 2025Q4: 37,803 shares; 2026Q1: 60,032 shares 60,032 $1.36M 0.2% +22,229 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: not loaded; 2025Q1: 2,910 shares; 2025Q2: 2,867 shares; 2025Q3: 3,063 shares; 2025Q4: 3,426 shares; 2026Q1: 3,455 shares 3,455 $1.28M 0.19% +29 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: 2,712 shares; 2024Q4: not loaded; 2025Q1: 1,093 shares; 2025Q2: 1,139 shares; 2025Q3: 1,088 shares; 2025Q4: 1,366 shares; 2026Q1: 1,351 shares 1,351 $1.24M 0.18% -15 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: 6,802 shares; 2024Q4: not loaded; 2025Q1: 5,993 shares; 2025Q2: 5,993 shares; 2025Q3: 5,984 shares; 2025Q4: 5,973 shares; 2026Q1: 5,938 shares 5,938 $1.21M 0.18% -35 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: 8,230 shares; 2024Q4: not loaded; 2025Q1: 6,759 shares; 2025Q2: 6,952 shares; 2025Q3: 4,847 shares; 2025Q4: 4,604 shares; 2026Q1: 4,510 shares 4,510 $1.16M 0.17% -94 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: 636 shares; 2024Q4: not loaded; 2025Q1: 644 shares; 2025Q2: 1,314 shares; 2025Q3: 1,316 shares; 2025Q4: 1,586 shares; 2026Q1: 1,580 shares 1,580 $1.12M 0.16% -6 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: 5,954 shares; 2024Q4: not loaded; 2025Q1: 6,095 shares; 2025Q2: 5,655 shares; 2025Q3: 5,497 shares; 2025Q4: 5,624 shares; 2026Q1: 5,765 shares 5,765 $1.12M 0.16% +141 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: 802 shares; 2024Q4: not loaded; 2025Q1: 911 shares; 2025Q2: 952 shares; 2025Q3: 1,008 shares; 2025Q4: 1,132 shares; 2026Q1: 1,095 shares 1,095 $1.09M 0.16% -37 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: 3,478 shares; 2024Q4: not loaded; 2025Q1: 3,300 shares; 2025Q2: 3,258 shares; 2025Q3: 3,258 shares; 2025Q4: 3,258 shares; 2026Q1: 3,258 shares 3,258 $1.07M 0.16% 0 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: 4,098 shares; 2024Q4: not loaded; 2025Q1: 4,095 shares; 2025Q2: 4,137 shares; 2025Q3: 4,063 shares; 2025Q4: 4,493 shares; 2026Q1: 4,355 shares 4,355 $1.06M 0.15% -138 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: 9,272 shares; 2024Q4: not loaded; 2025Q1: 8,672 shares; 2025Q2: 8,672 shares; 2025Q3: 8,310 shares; 2025Q4: 8,310 shares; 2026Q1: 7,910 shares 7,910 $1.05M 0.15% -400 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,605 shares; 2024Q4: not loaded; 2025Q1: 3,605 shares; 2025Q2: 3,505 shares; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,505 shares 3,505 $1.02M 0.15% 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: 2,440 shares; 2024Q4: not loaded; 2025Q1: 2,119 shares; 2025Q2: 2,645 shares; 2025Q3: 2,694 shares; 2025Q4: 2,729 shares; 2026Q1: 3,009 shares 3,009 $990K 0.14% +280 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,757 shares; 2025Q3: 19,657 shares; 2025Q4: 20,222 shares; 2026Q1: 21,968 shares 21,968 $985K 0.14% +1,746 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: 3,855 shares; 2024Q4: not loaded; 2025Q1: 4,188 shares; 2025Q2: 4,118 shares; 2025Q3: 4,118 shares; 2025Q4: 4,118 shares; 2026Q1: 4,332 shares 4,332 $979K 0.14% +214 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: 7,640 shares; 2024Q4: not loaded; 2025Q1: 7,640 shares; 2025Q2: 7,640 shares; 2025Q3: 7,640 shares; 2025Q4: 7,640 shares; 2026Q1: 7,640 shares 7,640 $979K 0.14% 0 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: 10,425 shares; 2024Q4: not loaded; 2025Q1: 10,425 shares; 2025Q2: 10,425 shares; 2025Q3: 10,425 shares; 2025Q4: 10,425 shares; 2026Q1: 10,425 shares 10,425 $944K 0.14% 0 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: 1,977 shares; 2024Q4: not loaded; 2025Q1: 2,976 shares; 2025Q2: 2,600 shares; 2025Q3: 2,542 shares; 2025Q4: 3,042 shares; 2026Q1: 3,202 shares 3,202 $909K 0.13% +160 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: 32,064 shares; 2024Q4: not loaded; 2025Q1: 34,460 shares; 2025Q2: 34,460 shares; 2025Q3: 33,946 shares; 2025Q4: 33,299 shares; 2026Q1: 32,090 shares 32,090 $901K 0.13% -1,209 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: 1,960 shares; 2024Q4: not loaded; 2025Q1: 1,775 shares; 2025Q2: 1,799 shares; 2025Q3: 1,817 shares; 2025Q4: 1,736 shares; 2026Q1: 1,796 shares 1,796 $897K 0.13% +60 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 1,815 shares; 2025Q3: 13,800 shares; 2025Q4: 15,572 shares; 2026Q1: 15,971 shares 15,971 $860K 0.13% +399 Timeline ISPY PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,804 shares; 2025Q3: 19,576 shares; 2025Q4: 20,334 shares; 2026Q1: 19,721 shares 19,721 $855K 0.12% -613 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: 6,209 shares; 2024Q4: not loaded; 2025Q1: 7,002 shares; 2025Q2: 5,673 shares; 2025Q3: 5,676 shares; 2025Q4: 5,985 shares; 2026Q1: 5,676 shares 5,676 $820K 0.12% -309 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,692 shares; 2024Q4: not loaded; 2025Q1: 2,576 shares; 2025Q2: 3,354 shares; 2025Q3: 3,354 shares; 2025Q4: 3,306 shares; 2026Q1: 3,306 shares 3,306 $802K 0.12% 0 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,265 shares 33,265 $798K 0.12% new 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: 1,418 shares; 2024Q4: not loaded; 2025Q1: 1,307 shares; 2025Q2: 940 shares; 2025Q3: 930 shares; 2025Q4: 925 shares; 2026Q1: 1,223 shares 1,223 $795K 0.12% +298 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: 1,924 shares; 2024Q4: not loaded; 2025Q1: 1,755 shares; 2025Q2: 1,836 shares; 2025Q3: 1,836 shares; 2025Q4: 1,755 shares; 2026Q1: 1,755 shares 1,755 $748K 0.11% 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: 3,660 shares; 2024Q4: not loaded; 2025Q1: 3,660 shares; 2025Q2: 3,660 shares; 2025Q3: 3,660 shares; 2025Q4: 3,660 shares; 2026Q1: 3,661 shares 3,661 $706K 0.1% +1 Timeline USG USCF ETF TR More: the full row for USCF ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,315 shares; 2025Q3: 17,094 shares; 2025Q4: 16,160 shares; 2026Q1: 18,854 shares 18,854 $697K 0.1% +2,694 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: 4,100 shares; 2024Q4: not loaded; 2025Q1: 4,100 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,534 shares; 2026Q1: 4,534 shares 4,534 $671K 0.1% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,100 shares; 2024Q4: not loaded; 2025Q1: 6,100 shares; 2025Q2: 6,100 shares; 2025Q3: 6,100 shares; 2025Q4: 6,100 shares; 2026Q1: 6,101 shares 6,101 $669K 0.1% +1 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: 1,381 shares; 2024Q4: not loaded; 2025Q1: 1,292 shares; 2025Q2: 1,067 shares; 2025Q3: 1,063 shares; 2025Q4: 1,056 shares; 2026Q1: 1,047 shares 1,047 $633K 0.09% -9 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: 4,079 shares; 2024Q4: not loaded; 2025Q1: 3,359 shares; 2025Q2: 3,359 shares; 2025Q3: 3,637 shares; 2025Q4: 3,640 shares; 2026Q1: 3,743 shares 3,743 $619K 0.09% +103 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: 10,431 shares; 2024Q4: not loaded; 2025Q1: 11,179 shares; 2025Q2: 10,679 shares; 2025Q3: 10,017 shares; 2025Q4: 7,969 shares; 2026Q1: 7,974 shares 7,974 $606K 0.09% +5 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: 11,792 shares; 2024Q4: not loaded; 2025Q1: 11,110 shares; 2025Q2: 10,638 shares; 2025Q3: 10,079 shares; 2025Q4: 9,982 shares; 2026Q1: 9,896 shares 9,896 $600K 0.09% -86 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 loaded; 2025Q1: 485 shares; 2025Q2: 485 shares; 2025Q3: 485 shares; 2025Q4: 485 shares; 2026Q1: 679 shares 679 $593K 0.09% +194 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,745 shares; 2024Q4: not loaded; 2025Q1: 2,773 shares; 2025Q2: 2,823 shares; 2025Q3: 2,823 shares; 2025Q4: 2,745 shares; 2026Q1: 2,745 shares 2,745 $587K 0.09% 0 Timeline DVY 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: 4,227 shares; 2024Q4: not loaded; 2025Q1: 4,000 shares; 2025Q2: 2,750 shares; 2025Q3: 2,750 shares; 2025Q4: 2,750 shares; 2026Q1: 3,641 shares 3,641 $551K 0.08% +891 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: 557 shares; 2024Q4: not loaded; 2025Q1: 557 shares; 2025Q2: 557 shares; 2025Q3: 557 shares; 2025Q4: 2,443 shares; 2026Q1: 2,390 shares 2,390 $514K 0.07% -53 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 251,380 shares; 2025Q2: 18,055 shares; 2025Q3: 14,722 shares; 2025Q4: 11,465 shares; 2026Q1: 5,460 shares 5,460 $504K 0.07% -6,005 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: 10,695 shares; 2024Q4: not loaded; 2025Q1: 10,695 shares; 2025Q2: 10,330 shares; 2025Q3: 10,354 shares; 2025Q4: 10,440 shares; 2026Q1: 10,338 shares 10,338 $504K 0.07% -102 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: 46,357 shares; 2024Q4: not loaded; 2025Q1: 11,200 shares; 2025Q2: 11,200 shares; 2025Q3: 11,200 shares; 2025Q4: 11,200 shares; 2026Q1: 11,205 shares 11,205 $494K 0.07% +5 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 143 shares; 2025Q2: 143 shares; 2025Q3: 143 shares; 2025Q4: 143 shares; 2026Q1: 143 shares 143 $483K 0.07% 0 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: 3,755 shares; 2024Q4: not loaded; 2025Q1: 3,755 shares; 2025Q2: 3,340 shares; 2025Q3: 3,340 shares; 2025Q4: 3,205 shares; 2026Q1: 3,387 shares 3,387 $444K 0.06% +182 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,128 shares; 2024Q4: not loaded; 2025Q1: 2,128 shares; 2025Q2: 2,128 shares; 2025Q3: 2,128 shares; 2025Q4: 2,128 shares; 2026Q1: 2,128 shares 2,128 $444K 0.06% 0 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: 1,115 shares; 2024Q4: not loaded; 2025Q1: 1,033 shares; 2025Q2: 933 shares; 2025Q3: 941 shares; 2025Q4: 896 shares; 2026Q1: 1,251 shares 1,251 $440K 0.06% +355 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: 1,771 shares; 2024Q4: not loaded; 2025Q1: 2,354 shares; 2025Q2: 2,348 shares; 2025Q3: 2,276 shares; 2025Q4: 2,021 shares; 2026Q1: 3,390 shares 3,390 $421K 0.06% +1,369 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: 11,430 shares; 2024Q4: not loaded; 2025Q1: 11,031 shares; 2025Q2: 11,031 shares; 2025Q3: 11,058 shares; 2025Q4: 11,193 shares; 2026Q1: 11,130 shares 11,130 $414K 0.06% -63 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: 1,404 shares; 2024Q4: not loaded; 2025Q1: 900 shares; 2025Q2: 900 shares; 2025Q3: 1,252 shares; 2025Q4: 1,447 shares; 2026Q1: 2,034 shares 2,034 $414K 0.06% +587 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: 1,623 shares; 2024Q4: not loaded; 2025Q1: 1,623 shares; 2025Q2: 1,310 shares; 2025Q3: 1,310 shares; 2025Q4: 1,310 shares; 2026Q1: 1,310 shares 1,310 $411K 0.06% 0 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $408K 0.06% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,039 shares; 2026Q1: 5,448 shares 5,448 $405K 0.06% -591 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,479 shares; 2024Q4: not loaded; 2025Q1: 1,396 shares; 2025Q2: 1,396 shares; 2025Q3: 1,391 shares; 2025Q4: 1,390 shares; 2026Q1: 1,380 shares 1,380 $403K 0.06% -10 Timeline IWL 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: 2,500 shares; 2024Q4: not loaded; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares; 2025Q3: 2,500 shares; 2025Q4: 2,500 shares; 2026Q1: 2,500 shares 2,500 $401K 0.06% 0 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: 2,409 shares; 2024Q4: not loaded; 2025Q1: 1,871 shares; 2025Q2: 2,011 shares; 2025Q3: 2,029 shares; 2025Q4: 2,030 shares; 2026Q1: 1,279 shares 1,279 $387K 0.06% -751 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: 3,309 shares; 2024Q4: not loaded; 2025Q1: 3,031 shares; 2025Q2: 2,852 shares; 2025Q3: 2,852 shares; 2025Q4: 2,822 shares; 2026Q1: 2,789 shares 2,789 $365K 0.05% -33 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 2,196 shares; 2025Q3: 1,541 shares; 2025Q4: 1,541 shares; 2026Q1: 1,541 shares 1,541 $364K 0.05% 0 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: not reported; 2024Q4: not loaded; 2025Q1: 1,994 shares; 2025Q2: 1,994 shares; 2025Q3: 1,994 shares; 2025Q4: 1,544 shares; 2026Q1: 1,358 shares 1,358 $362K 0.05% -186 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: 2,611 shares; 2024Q4: not loaded; 2025Q1: 2,611 shares; 2025Q2: 2,611 shares; 2025Q3: 2,611 shares; 2025Q4: 2,211 shares; 2026Q1: 2,685 shares 2,685 $354K 0.05% +474 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,965 shares; 2024Q4: not loaded; 2025Q1: 9,313 shares; 2025Q2: 6,898 shares; 2025Q3: 7,244 shares; 2025Q4: 6,415 shares; 2026Q1: 6,417 shares 6,417 $339K 0.05% +2 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 390 shares; 2024Q4: not loaded; 2025Q1: 390 shares; 2025Q2: 350 shares; 2025Q3: 397 shares; 2025Q4: 397 shares; 2026Q1: 378 shares 378 $338K 0.05% -19 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: 501 shares; 2024Q4: not loaded; 2025Q1: 478 shares; 2025Q2: 649 shares; 2025Q3: 618 shares; 2025Q4: 5,644 shares; 2026Q1: 3,430 shares 3,430 $330K 0.05% -2,214 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,980 shares; 2024Q4: not loaded; 2025Q1: 5,356 shares; 2025Q2: 4,556 shares; 2025Q3: 4,496 shares; 2025Q4: 4,467 shares; 2026Q1: 4,897 shares 4,897 $323K 0.05% +430 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: 10,649 shares; 2024Q4: not loaded; 2025Q1: 3,835 shares; 2025Q2: 3,285 shares; 2025Q3: 3,285 shares; 2025Q4: 3,285 shares; 2026Q1: 3,285 shares 3,285 $319K 0.05% 0 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: 285 shares; 2024Q4: not loaded; 2025Q1: 285 shares; 2025Q2: 285 shares; 2025Q3: 285 shares; 2025Q4: 285 shares; 2026Q1: 285 shares 285 $311K 0.05% 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: 3,461 shares; 2024Q4: not loaded; 2025Q1: 3,461 shares; 2025Q2: 3,461 shares; 2025Q3: 3,461 shares; 2025Q4: 3,461 shares; 2026Q1: 3,461 shares 3,461 $305K 0.04% 0 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: 800 shares; 2024Q4: not loaded; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $297K 0.04% 0 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: 421 shares; 2024Q4: not loaded; 2025Q1: 705 shares; 2025Q2: 820 shares; 2025Q3: 820 shares; 2025Q4: 820 shares; 2026Q1: 860 shares 860 $291K 0.04% +40 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: 913 shares; 2024Q4: not loaded; 2025Q1: 741 shares; 2025Q2: 741 shares; 2025Q3: 796 shares; 2025Q4: 796 shares; 2026Q1: 796 shares 796 $285K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,245 shares; 2024Q4: not loaded; 2025Q1: 3,245 shares; 2025Q2: 2,785 shares; 2025Q3: 2,785 shares; 2025Q4: 2,670 shares; 2026Q1: 2,670 shares 2,670 $277K 0.04% 0 Timeline AGRH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 1,663,430 shares; 2025Q2: 24,045 shares; 2025Q3: 10,545 shares; 2025Q4: 10,545 shares; 2026Q1: 10,545 shares 10,545 $275K 0.04% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 329 shares; 2024Q4: not loaded; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 198 shares; 2025Q4: not reported; 2026Q1: 1,287 shares 1,287 $273K 0.04% new 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: 500 shares; 2024Q4: not loaded; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 500 shares; 2026Q1: 500 shares 500 $269K 0.04% 0 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 loaded; 2025Q1: 266 shares; 2025Q2: 263 shares; 2025Q3: 281 shares; 2025Q4: 281 shares; 2026Q1: 278 shares 278 $267K 0.04% -3 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: 12,217 shares; 2024Q4: not loaded; 2025Q1: 10,722 shares; 2025Q2: 10,045 shares; 2025Q3: 9,112 shares; 2025Q4: 9,112 shares; 2026Q1: 8,967 shares 8,967 $260K 0.04% -145 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: not loaded; 2025Q1: 1,636 shares; 2025Q2: 1,940 shares; 2025Q3: 1,389 shares; 2025Q4: 1,389 shares; 2026Q1: 1,621 shares 1,621 $259K 0.04% +232 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: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,302 shares 4,302 $253K 0.04% new Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,815 shares; 2024Q4: not loaded; 2025Q1: 1,815 shares; 2025Q2: 1,815 shares; 2025Q3: 1,708 shares; 2025Q4: 1,623 shares; 2026Q1: 1,623 shares 1,623 $247K 0.04% 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 loaded; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $244K 0.04% 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: 750 shares; 2024Q4: not loaded; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 781 shares; 2025Q4: 750 shares; 2026Q1: 750 shares 750 $240K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,260 shares; 2024Q4: not loaded; 2025Q1: 2,460 shares; 2025Q2: 2,460 shares; 2025Q3: 2,460 shares; 2025Q4: 2,460 shares; 2026Q1: 2,462 shares 2,462 $238K 0.03% +2 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 725 shares; 2024Q4: not loaded; 2025Q1: 725 shares; 2025Q2: 725 shares; 2025Q3: 725 shares; 2025Q4: 725 shares; 2026Q1: 725 shares 725 $234K 0.03% 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: 420 shares; 2024Q4: not loaded; 2025Q1: 410 shares; 2025Q2: 455 shares; 2025Q3: 455 shares; 2025Q4: not reported; 2026Q1: 410 shares 410 $231K 0.03% new 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: 715 shares; 2024Q4: not loaded; 2025Q1: 1,320 shares; 2025Q2: 1,320 shares; 2025Q3: 1,428 shares; 2025Q4: 1,428 shares; 2026Q1: 1,428 shares 1,428 $229K 0.03% 0 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: 300 shares; 2024Q4: not loaded; 2025Q1: 353 shares; 2025Q2: 383 shares; 2025Q3: 378 shares; 2025Q4: not reported; 2026Q1: 335 shares 335 $229K 0.03% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: 3,244 shares; 2025Q2: 2,400 shares; 2025Q3: 2,400 shares; 2025Q4: not reported; 2026Q1: 2,400 shares 2,400 $223K 0.03% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,115 shares; 2024Q4: not loaded; 2025Q1: 563 shares; 2025Q2: 563 shares; 2025Q3: 563 shares; 2025Q4: not reported; 2026Q1: 634 shares 634 $218K 0.03% 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 loaded; 2025Q1: 1,211 shares; 2025Q2: 1,211 shares; 2025Q3: 1,211 shares; 2025Q4: not reported; 2026Q1: 1,360 shares 1,360 $214K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: not loaded; 2025Q1: 986 shares; 2025Q2: 851 shares; 2025Q3: 624 shares; 2025Q4: not reported; 2026Q1: 1,116 shares 1,116 $208K 0.03% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,212 shares; 2024Q4: not loaded; 2025Q1: 6,636 shares; 2025Q2: 6,636 shares; 2025Q3: 6,636 shares; 2025Q4: not reported; 2026Q1: 6,636 shares 6,636 $204K 0.03% new 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: 744 shares; 2024Q4: not loaded; 2025Q1: 744 shares; 2025Q2: 3,187 shares; 2025Q3: 2,535 shares; 2025Q4: not reported; 2026Q1: 2,535 shares 2,535 $201K 0.03% new Timeline XOVR ENTREPRENEURSHARES SERIES TR More: the full row for ENTREPRENEURSHARES SERIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not loaded; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $169K 0.02% 0 Timeline