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: 522,798 shares; 2024Q4: 534,336 shares; 2025Q1: 547,636 shares; 2025Q2: 529,737 shares; 2025Q3: 538,677 shares; 2025Q4: 538,557 shares; 2026Q1: 547,601 shares 547,601 $42.9M 7.05% +9,044 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816,170 shares; 2024Q4: 806,715 shares; 2025Q1: 817,373 shares; 2025Q2: 785,618 shares; 2025Q3: 800,812 shares; 2025Q4: 841,374 shares; 2026Q1: 871,448 shares 871,448 $36.8M 6.04% +30,074 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 691,940 shares; 2024Q4: 742,385 shares; 2025Q1: 792,312 shares; 2025Q2: 837,214 shares; 2025Q3: 885,642 shares; 2025Q4: 953,684 shares; 2026Q1: 917,085 shares 917,085 $35.7M 5.87% -36,599 Timeline DCOR 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: 235,330 shares; 2024Q4: 266,289 shares; 2025Q1: 323,052 shares; 2025Q2: 369,615 shares; 2025Q3: 405,201 shares; 2025Q4: 443,455 shares; 2026Q1: 436,418 shares 436,418 $31.5M 5.17% -7,037 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,392 shares; 2024Q4: 25,386 shares; 2025Q1: 25,374 shares; 2025Q2: 30,312 shares; 2025Q3: 32,384 shares; 2025Q4: 114,253 shares; 2026Q1: 147,580 shares 147,580 $28.3M 4.65% +33,327 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: 153,013 shares; 2024Q4: 151,198 shares; 2025Q1: 151,475 shares; 2025Q2: 154,315 shares; 2025Q3: 156,161 shares; 2025Q4: 168,517 shares; 2026Q1: 163,987 shares 163,987 $24.3M 3.99% -4,530 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 608,843 shares; 2024Q4: 607,403 shares; 2025Q1: 631,775 shares; 2025Q2: 665,118 shares; 2025Q3: 708,203 shares; 2025Q4: 751,675 shares; 2026Q1: 717,027 shares 717,027 $24.3M 3.99% -34,648 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: 748,715 shares; 2024Q4: 821,235 shares; 2025Q1: 829,238 shares; 2025Q2: 811,998 shares; 2025Q3: 823,277 shares; 2025Q4: 845,043 shares; 2026Q1: 873,545 shares 873,545 $20M 3.29% +28,502 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: 26,011 shares; 2024Q4: 25,301 shares; 2025Q1: 14,269 shares; 2025Q2: 12,662 shares; 2025Q3: 11,535 shares; 2025Q4: 22,916 shares; 2026Q1: 30,566 shares 30,566 $19.9M 3.26% +7,650 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: 23,129 shares; 2024Q4: 23,129 shares; 2025Q1: 23,146 shares; 2025Q2: 23,159 shares; 2025Q3: 23,082 shares; 2025Q4: 31,199 shares; 2026Q1: 46,837 shares 46,837 $17.3M 2.85% +15,638 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: 37,041 shares; 2024Q4: 37,049 shares; 2025Q1: 37,081 shares; 2025Q2: 37,171 shares; 2025Q3: 27,471 shares; 2025Q4: 24,633 shares; 2026Q1: 24,675 shares 24,675 $14.1M 2.32% +42 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 227,412 shares 227,412 $13.3M 2.19% new Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,490 shares; 2024Q4: 292,051 shares; 2025Q1: 278,700 shares; 2025Q2: 274,794 shares; 2025Q3: 279,078 shares; 2025Q4: 292,287 shares; 2026Q1: 176,033 shares 176,033 $13M 2.14% -116,254 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: 27,094 shares; 2024Q4: 27,094 shares; 2025Q1: 27,130 shares; 2025Q2: 27,130 shares; 2025Q3: 27,146 shares; 2025Q4: 27,062 shares; 2026Q1: 27,062 shares 27,062 $13M 2.13% 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: 12,862 shares; 2024Q4: 11,702 shares; 2025Q1: 211,702 shares; 2025Q2: 211,277 shares; 2025Q3: 211,277 shares; 2025Q4: 210,809 shares; 2026Q1: 210,809 shares 210,809 $12M 1.97% 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: 16,262 shares; 2024Q4: 16,262 shares; 2025Q1: 16,301 shares; 2025Q2: 16,314 shares; 2025Q3: 16,333 shares; 2025Q4: 27,510 shares; 2026Q1: 34,294 shares 34,294 $11.3M 1.85% +6,784 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: 52,056 shares; 2024Q4: 52,054 shares; 2025Q1: 52,143 shares; 2025Q2: 53,125 shares; 2025Q3: 52,647 shares; 2025Q4: 52,647 shares; 2026Q1: 52,724 shares 52,724 $11M 1.8% +77 Timeline AVUS 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: 94,305 shares; 2024Q4: 94,941 shares; 2025Q1: 95,051 shares; 2025Q2: 95,231 shares; 2025Q3: 94,819 shares; 2025Q4: 94,819 shares; 2026Q1: 94,819 shares 94,819 $10.5M 1.73% 0 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: 86,146 shares; 2024Q4: 86,146 shares; 2025Q1: 86,146 shares; 2025Q2: 86,147 shares; 2025Q3: 86,039 shares; 2025Q4: 85,645 shares; 2026Q1: 81,833 shares 81,833 $10.2M 1.67% -3,812 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,254 shares; 2024Q4: 15,060 shares; 2025Q1: 22,293 shares; 2025Q2: 27,833 shares; 2025Q3: 48,649 shares; 2025Q4: 210,239 shares; 2026Q1: 271,864 shares 271,864 $9.23M 1.52% +61,625 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: 62,401 shares; 2024Q4: 59,901 shares; 2025Q1: 59,901 shares; 2025Q2: 29,721 shares; 2025Q3: 29,721 shares; 2025Q4: 29,721 shares; 2026Q1: 28,269 shares 28,269 $8.13M 1.33% -1,452 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 105,006 shares; 2024Q4: 105,392 shares; 2025Q1: 105,692 shares; 2025Q2: 105,692 shares; 2025Q3: 105,325 shares; 2025Q4: 103,717 shares; 2026Q1: 95,262 shares 95,262 $8.08M 1.33% -8,455 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: 13,346 shares; 2024Q4: 12,746 shares; 2025Q1: 12,751 shares; 2025Q2: 12,756 shares; 2025Q3: 12,756 shares; 2025Q4: 82,667 shares; 2026Q1: 82,719 shares 82,719 $7.95M 1.31% +52 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: 115,807 shares; 2024Q4: 115,807 shares; 2025Q1: 115,911 shares; 2025Q2: 121,990 shares; 2025Q3: 122,355 shares; 2025Q4: 122,355 shares; 2026Q1: 130,355 shares 130,355 $7.86M 1.29% +8,000 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,040 shares; 2025Q2: 106,295 shares; 2025Q3: 106,899 shares; 2025Q4: 108,099 shares; 2026Q1: 108,123 shares 108,123 $7.78M 1.28% +24 Timeline DFAT 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: 91,418 shares; 2024Q4: 95,134 shares; 2025Q1: 94,578 shares; 2025Q2: 104,970 shares; 2025Q3: 113,341 shares; 2025Q4: 120,929 shares; 2026Q1: 119,543 shares 119,543 $7.46M 1.23% -1,386 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 653,509 shares; 2024Q4: 619,013 shares; 2025Q1: 621,362 shares; 2025Q2: 637,479 shares; 2025Q3: 637,479 shares; 2025Q4: 638,661 shares; 2026Q1: 351,815 shares 351,815 $6.79M 1.12% -286,846 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,123 shares; 2024Q4: 1,123 shares; 2025Q1: 1,123 shares; 2025Q2: 1,123 shares; 2025Q3: 5,421 shares; 2025Q4: 12,619 shares; 2026Q1: 21,032 shares 21,032 $6.79M 1.11% +8,413 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,079 shares; 2024Q4: 29,079 shares; 2025Q1: 29,079 shares; 2025Q2: 29,079 shares; 2025Q3: 31,484 shares; 2025Q4: 32,794 shares; 2026Q1: 32,794 shares 32,794 $6.5M 1.07% 0 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: 23,811 shares; 2024Q4: 23,722 shares; 2025Q1: 23,589 shares; 2025Q2: 23,592 shares; 2025Q3: 23,096 shares; 2025Q4: 23,584 shares; 2026Q1: 24,086 shares 24,086 $6.11M 1% +502 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: 29,106 shares; 2024Q4: 29,140 shares; 2025Q1: 29,140 shares; 2025Q2: 29,060 shares; 2025Q3: 28,722 shares; 2025Q4: 28,020 shares; 2026Q1: 28,032 shares 28,032 $6.1M 1% +12 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: 18,180 shares; 2024Q4: 19,181 shares; 2025Q1: 19,247 shares; 2025Q2: 19,488 shares; 2025Q3: 20,282 shares; 2025Q4: 19,209 shares; 2026Q1: 21,214 shares 21,214 $6.08M 1% +2,005 Timeline DFUV 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: 122,275 shares; 2024Q4: 118,630 shares; 2025Q1: 116,238 shares; 2025Q2: 118,214 shares; 2025Q3: 126,796 shares; 2025Q4: 126,224 shares; 2026Q1: 125,209 shares 125,209 $6.07M 1% -1,015 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,786 shares; 2024Q4: 22,786 shares; 2025Q1: 37,644 shares; 2025Q2: 41,106 shares; 2025Q3: 59,010 shares; 2025Q4: 59,648 shares; 2026Q1: 62,070 shares 62,070 $5.96M 0.98% +2,422 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: 21,196 shares; 2024Q4: 21,222 shares; 2025Q1: 21,171 shares; 2025Q2: 22,171 shares; 2025Q3: 22,171 shares; 2025Q4: 22,140 shares; 2026Q1: 21,017 shares 21,017 $5.14M 0.84% -1,123 Timeline KRE 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: 140,000 shares; 2024Q4: 120,000 shares; 2025Q1: 120,000 shares; 2025Q2: 119,500 shares; 2025Q3: 119,500 shares; 2025Q4: 100,000 shares; 2026Q1: 75,000 shares 75,000 $4.89M 0.8% -25,000 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,242 shares; 2024Q4: 66,683 shares; 2025Q1: 66,983 shares; 2025Q2: 66,433 shares; 2025Q3: 66,210 shares; 2025Q4: 64,742 shares; 2026Q1: 57,135 shares 57,135 $4.6M 0.76% -7,607 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,184 shares; 2024Q4: 70,184 shares; 2025Q1: 70,184 shares; 2025Q2: 70,184 shares; 2025Q3: 94,363 shares; 2025Q4: 124,444 shares; 2026Q1: 131,944 shares 131,944 $4.38M 0.72% +7,500 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: 12,178 shares; 2024Q4: 12,178 shares; 2025Q1: 12,178 shares; 2025Q2: 12,178 shares; 2025Q3: 12,206 shares; 2025Q4: 12,606 shares; 2026Q1: 14,445 shares 14,445 $4.37M 0.72% +1,839 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: 60,586 shares; 2024Q4: 60,586 shares; 2025Q1: 60,586 shares; 2025Q2: 60,107 shares; 2025Q3: 60,107 shares; 2025Q4: 59,993 shares; 2026Q1: 55,815 shares 55,815 $4.33M 0.71% -4,178 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,279 shares; 2024Q4: 82,279 shares; 2025Q1: 82,279 shares; 2025Q2: 82,279 shares; 2025Q3: 82,529 shares; 2025Q4: 75,479 shares; 2026Q1: 59,079 shares 59,079 $3.92M 0.64% -16,400 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 98,506 shares; 2026Q1: 71,868 shares 71,868 $3.8M 0.62% -26,638 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,600 shares; 2025Q3: 6,239 shares; 2025Q4: 21,380 shares; 2026Q1: 21,380 shares 21,380 $3.61M 0.59% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,848 shares; 2024Q4: 59,848 shares; 2025Q1: 49,748 shares; 2025Q2: 35,848 shares; 2025Q3: 35,848 shares; 2025Q4: 35,848 shares; 2026Q1: 35,848 shares 35,848 $3.37M 0.55% 0 Timeline NRP NATURAL RESOURCE PARTNERS LP More: the full row for NATURAL RESOURCE PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,100 shares; 2025Q4: 26,207 shares; 2026Q1: 26,207 shares 26,207 $3.17M 0.52% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER 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: 162,008 shares; 2026Q1: 116,258 shares 116,258 $3.06M 0.5% -45,750 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: 32,764 shares; 2024Q4: 32,694 shares; 2025Q1: 28,812 shares; 2025Q2: 28,376 shares; 2025Q3: 28,376 shares; 2025Q4: 28,376 shares; 2026Q1: 28,514 shares 28,514 $2.93M 0.48% +138 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,530 shares; 2025Q4: 1,530 shares; 2026Q1: 1,530 shares 1,530 $2.88M 0.47% 0 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: not reported; 2024Q4: not reported; 2025Q1: 50,000 shares; 2025Q2: 11,400 shares; 2025Q3: 11,400 shares; 2025Q4: 11,400 shares; 2026Q1: 11,400 shares 11,400 $2.83M 0.46% 0 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: 808 shares; 2024Q4: 808 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 811 shares; 2025Q4: 811 shares; 2026Q1: 653 shares 653 $2.75M 0.45% -158 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,045 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,241 shares; 2026Q1: 27,587 shares 27,587 $2.49M 0.41% +346 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: 10,472 shares; 2024Q4: 10,250 shares; 2025Q1: 10,250 shares; 2025Q2: 10,162 shares; 2025Q3: 10,202 shares; 2025Q4: 10,202 shares; 2026Q1: 10,210 shares 10,210 $2.48M 0.41% +8 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: 28,055 shares; 2024Q4: 26,937 shares; 2025Q1: 26,937 shares; 2025Q2: 26,514 shares; 2025Q3: 26,514 shares; 2025Q4: 25,561 shares; 2026Q1: 25,113 shares 25,113 $2.44M 0.4% -448 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,246 shares; 2024Q4: 15,246 shares; 2025Q1: 15,246 shares; 2025Q2: 15,246 shares; 2025Q3: 15,246 shares; 2025Q4: 15,246 shares; 2026Q1: 15,188 shares 15,188 $2.39M 0.39% -58 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: 1,075 shares; 2024Q4: 1,075 shares; 2025Q1: 1,026 shares; 2025Q2: 1,026 shares; 2025Q3: 1,026 shares; 2025Q4: 1,026 shares; 2026Q1: 7,842 shares 7,842 $2.31M 0.38% +6,816 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: 2,944 shares; 2024Q4: 2,849 shares; 2025Q1: 2,545 shares; 2025Q2: 1,799 shares; 2025Q3: 1,737 shares; 2025Q4: 1,446 shares; 2026Q1: 12,853 shares 12,853 $2.24M 0.37% +11,407 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,327 shares; 2025Q3: 3,448 shares; 2025Q4: 3,448 shares; 2026Q1: 4,452 shares 4,452 $2.19M 0.36% +1,004 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,118 shares; 2024Q4: 3,137 shares; 2025Q1: 3,137 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 1,610 shares; 2026Q1: 1,012 shares 1,012 $1.94M 0.32% -598 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: 11,952 shares; 2024Q4: 11,952 shares; 2025Q1: 11,952 shares; 2025Q2: 20,580 shares; 2025Q3: 20,650 shares; 2025Q4: 16,935 shares; 2026Q1: 9,062 shares 9,062 $1.76M 0.29% -7,873 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,777 shares 3,777 $1.61M 0.26% new Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,650 shares 16,650 $1.54M 0.25% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT 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: 13,615 shares 13,615 $1.52M 0.25% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,100 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares; 2026Q1: 7,827 shares 7,827 $1.48M 0.24% +12 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,361 shares; 2026Q1: 9,361 shares 9,361 $1.47M 0.24% 0 Timeline KWY KINGSWAY CORP More: the full row for KINGSWAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 128,200 shares; 2024Q4: 128,200 shares; 2025Q1: 128,200 shares; 2025Q2: 128,200 shares; 2025Q3: 128,200 shares; 2025Q4: 128,200 shares; 2026Q1: 128,200 shares 128,200 $1.34M 0.22% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,006 shares; 2024Q4: 3,009 shares; 2025Q1: 3,009 shares; 2025Q2: 4,109 shares; 2025Q3: 4,109 shares; 2025Q4: 3,488 shares; 2026Q1: 3,516 shares 3,516 $1.28M 0.21% +28 Timeline GLOO GLOO HOLDINGS INC More: the full row for GLOO 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: 250,000 shares; 2026Q1: 250,000 shares 250,000 $1.2M 0.2% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,299 shares; 2025Q1: 7,299 shares; 2025Q2: 7,299 shares; 2025Q3: 7,299 shares; 2025Q4: 6,299 shares; 2026Q1: 6,299 shares 6,299 $1.2M 0.2% 0 Timeline URGN UROGEN PHARMA LTD More: the full row for UROGEN PHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,552 shares; 2024Q4: 75,552 shares; 2025Q1: 75,552 shares; 2025Q2: 75,552 shares; 2025Q3: 70,552 shares; 2025Q4: 60,552 shares; 2026Q1: 58,552 shares 58,552 $1.05M 0.17% -2,000 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: 5,261 shares; 2024Q4: 5,261 shares; 2025Q1: 5,261 shares; 2025Q2: 5,261 shares; 2025Q3: 5,261 shares; 2025Q4: 5,261 shares; 2026Q1: 5,261 shares 5,261 $1.03M 0.17% 0 Timeline DFAW DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,307 shares; 2025Q1: 3,793 shares; 2025Q2: 6,785 shares; 2025Q3: 6,788 shares; 2025Q4: 10,950 shares; 2026Q1: 13,063 shares 13,063 $964K 0.16% +2,113 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,454 shares; 2024Q4: 89,854 shares; 2025Q1: 120,354 shares; 2025Q2: 73,454 shares; 2025Q3: 73,754 shares; 2025Q4: 79,704 shares; 2026Q1: 20,154 shares 20,154 $855K 0.14% -59,550 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $768K 0.13% 0 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: 6,952 shares; 2024Q4: 6,952 shares; 2025Q1: 6,952 shares; 2025Q2: 6,952 shares; 2025Q3: 6,952 shares; 2025Q4: 6,952 shares; 2026Q1: 6,412 shares 6,412 $725K 0.12% -540 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,072 shares; 2025Q1: 5,210 shares; 2025Q2: 5,212 shares; 2025Q3: 5,212 shares; 2025Q4: 5,212 shares; 2026Q1: 5,211 shares 5,211 $721K 0.12% -1 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,699 shares; 2024Q4: 3,699 shares; 2025Q1: 3,611 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares; 2026Q1: 2,721 shares 2,721 $709K 0.12% 0 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: 7,636 shares; 2024Q4: 7,074 shares; 2025Q1: 7,011 shares; 2025Q2: 7,011 shares; 2025Q3: 7,011 shares; 2025Q4: 6,939 shares; 2026Q1: 6,939 shares 6,939 $659K 0.11% 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: 4,703 shares; 2024Q4: 4,703 shares; 2025Q1: 4,703 shares; 2025Q2: 4,703 shares; 2025Q3: 4,703 shares; 2025Q4: 4,703 shares; 2026Q1: 4,725 shares 4,725 $568K 0.09% +22 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: 829 shares; 2024Q4: 829 shares; 2025Q1: 829 shares; 2025Q2: 829 shares; 2025Q3: 829 shares; 2025Q4: 829 shares; 2026Q1: 829 shares 829 $542K 0.09% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,077 shares; 2024Q4: 10,230 shares; 2025Q1: 11,460 shares; 2025Q2: 11,932 shares; 2025Q3: 11,932 shares; 2025Q4: 11,932 shares; 2026Q1: 11,932 shares 11,932 $538K 0.09% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,354 shares; 2024Q4: 17,436 shares; 2025Q1: 17,456 shares; 2025Q2: 17,473 shares; 2025Q3: 17,489 shares; 2025Q4: 17,506 shares; 2026Q1: 17,529 shares 17,529 $511K 0.08% +23 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,767 shares; 2024Q4: 5,767 shares; 2025Q1: 5,767 shares; 2025Q2: 5,767 shares; 2025Q3: 5,767 shares; 2025Q4: 5,767 shares; 2026Q1: 5,767 shares 5,767 $483K 0.08% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,700 shares; 2024Q4: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,700 shares; 2025Q3: 5,700 shares; 2025Q4: 5,700 shares; 2026Q1: 5,700 shares 5,700 $440K 0.07% 0 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: 3,923 shares; 2024Q4: 3,940 shares; 2025Q1: 3,725 shares; 2025Q2: 3,526 shares; 2025Q3: 2,841 shares; 2025Q4: 2,594 shares; 2026Q1: 2,569 shares 2,569 $436K 0.07% -25 Timeline FNDA 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: 6,300 shares; 2024Q4: 12,600 shares; 2025Q1: 12,600 shares; 2025Q2: 12,600 shares; 2025Q3: 12,600 shares; 2025Q4: 12,600 shares; 2026Q1: 12,600 shares 12,600 $409K 0.07% 0 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,288 shares; 2024Q4: 22,288 shares; 2025Q1: 22,288 shares; 2025Q2: 22,288 shares; 2025Q3: 22,288 shares; 2025Q4: 22,288 shares; 2026Q1: 18,153 shares 18,153 $405K 0.07% -4,135 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,550 shares; 2024Q4: 8,550 shares; 2025Q1: 8,550 shares; 2025Q2: 8,550 shares; 2025Q3: 8,550 shares; 2025Q4: 8,550 shares; 2026Q1: 8,550 shares 8,550 $396K 0.07% 0 Timeline CEE THE CENTRAL AND EASTERN EU I More: the full row for THE CENTRAL AND EASTERN EU I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,928 shares; 2024Q4: 20,928 shares; 2025Q1: 20,928 shares; 2025Q2: 20,928 shares; 2025Q3: 20,928 shares; 2025Q4: 20,928 shares; 2026Q1: 20,928 shares 20,928 $383K 0.06% 0 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,842 shares; 2025Q4: 7,842 shares; 2026Q1: 7,842 shares 7,842 $375K 0.06% 0 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: 1,670 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,670 shares; 2025Q3: 1,493 shares; 2025Q4: 1,176 shares; 2026Q1: 1,205 shares 1,205 $373K 0.06% +29 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: 1,625 shares; 2024Q4: 1,625 shares; 2025Q1: 1,625 shares; 2025Q2: 1,625 shares; 2025Q3: 1,625 shares; 2025Q4: 1,625 shares; 2026Q1: 1,625 shares 1,625 $353K 0.06% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 698 shares; 2025Q3: 698 shares; 2025Q4: 698 shares; 2026Q1: 743 shares 743 $344K 0.06% +45 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,897 shares; 2026Q1: 2,897 shares 2,897 $334K 0.05% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares; 2025Q3: 1,408 shares; 2025Q4: 2,301 shares; 2026Q1: 1,684 shares 1,684 $319K 0.05% -617 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: 23,470 shares; 2024Q4: 23,470 shares; 2025Q1: 23,270 shares; 2025Q2: 23,270 shares; 2025Q3: 23,270 shares; 2025Q4: 18,471 shares; 2026Q1: 2,381 shares 2,381 $314K 0.05% -16,090 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,827 shares; 2026Q1: 1,827 shares 1,827 $300K 0.05% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $293K 0.05% 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: 1,392 shares; 2024Q4: 1,471 shares; 2025Q1: 1,392 shares; 2025Q2: not reported; 2025Q3: 1,392 shares; 2025Q4: 1,392 shares; 2026Q1: 1,364 shares 1,364 $282K 0.05% -28 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,265 shares 9,265 $269K 0.04% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,795 shares; 2025Q1: 5,795 shares; 2025Q2: 5,795 shares; 2025Q3: 5,795 shares; 2025Q4: 5,795 shares; 2026Q1: 5,795 shares 5,795 $265K 0.04% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,922 shares; 2024Q4: 6,112 shares; 2025Q1: 6,112 shares; 2025Q2: 6,762 shares; 2025Q3: 6,762 shares; 2025Q4: 6,762 shares; 2026Q1: 6,699 shares 6,699 $260K 0.04% -63 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,485 shares 1,485 $257K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: 1,007 shares; 2025Q3: 1,007 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $255K 0.04% 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 650 shares 650 $242K 0.04% +5 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,795 shares; 2024Q4: 5,795 shares; 2025Q1: 5,795 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,795 shares 5,795 $241K 0.04% new Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,699 shares; 2026Q1: 2,699 shares 2,699 $238K 0.04% 0 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,151 shares; 2024Q4: 3,151 shares; 2025Q1: 3,151 shares; 2025Q2: 3,151 shares; 2025Q3: 3,151 shares; 2025Q4: 3,151 shares; 2026Q1: 3,151 shares 3,151 $237K 0.04% 0 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: 7,351 shares; 2024Q4: 5,751 shares; 2025Q1: 5,752 shares; 2025Q2: 5,753 shares; 2025Q3: 5,753 shares; 2025Q4: 4,780 shares; 2026Q1: 4,780 shares 4,780 $233K 0.04% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,956 shares; 2024Q4: 162,007 shares; 2025Q1: 159,724 shares; 2025Q2: 168,125 shares; 2025Q3: 168,127 shares; 2025Q4: 168,031 shares; 2026Q1: 6,092 shares 6,092 $231K 0.04% -161,939 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: not reported; 2025Q1: not reported; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 469 shares; 2026Q1: 519 shares 519 $227K 0.04% +50 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,897 shares; 2026Q1: 3,004 shares 3,004 $214K 0.04% +107 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $204K 0.03% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,550 shares; 2024Q4: 17,550 shares; 2025Q1: 12,988 shares; 2025Q2: 10,088 shares; 2025Q3: 10,088 shares; 2025Q4: 7,664 shares; 2026Q1: 6,064 shares 6,064 $203K 0.03% -1,600 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: not reported; 2024Q4: 1,600 shares; 2025Q1: not reported; 2025Q2: 1,600 shares; 2025Q3: 471 shares; 2025Q4: 471 shares; 2026Q1: 471 shares 471 $201K 0.03% 0 Timeline WWR WESTWATER RES INC More: the full row for WESTWATER RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,000 shares; 2024Q4: 250,000 shares; 2025Q1: 250,000 shares; 2025Q2: 250,000 shares; 2025Q3: 100,000 shares; 2025Q4: 100,000 shares; 2026Q1: 100,000 shares 100,000 $65K 0.01% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS 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: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $46K 0.01% 0 Timeline RNTX REIN THERAPEUTICS INC More: the full row for REIN THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,026 shares; 2026Q1: 15,026 shares 15,026 $20K <0.01% 0 Timeline