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: restricted; 2024Q4: 36,609 shares; 2025Q1: 3,683 shares; 2025Q2: 4,533 shares; 2025Q3: 11,220 shares; 2025Q4: 63,820 shares; 2026Q1: 56,700 shares 56,700 $37M 8.58% -7,120 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 299,152 shares; 2025Q1: 301,047 shares; 2025Q2: 239,512 shares; 2025Q3: 226,797 shares; 2025Q4: 449,436 shares; 2026Q1: 440,640 shares 440,640 $20.4M 4.72% -8,796 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,033 shares; 2025Q1: 43,320 shares; 2025Q2: 142,909 shares; 2025Q3: 168,878 shares; 2025Q4: 250,269 shares; 2026Q1: 254,366 shares 254,366 $17.7M 4.11% +4,097 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 325,885 shares; 2025Q1: 329,992 shares; 2025Q2: 337,767 shares; 2025Q3: 336,537 shares; 2025Q4: 336,377 shares; 2026Q1: 330,167 shares 330,167 $17.4M 4.04% -6,210 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 232,041 shares; 2025Q1: 130,214 shares; 2025Q2: 155,816 shares; 2025Q3: 282,891 shares; 2025Q4: 388,860 shares; 2026Q1: 262,296 shares 262,296 $15.3M 3.54% -126,564 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 123,412 shares; 2025Q1: 124,849 shares; 2025Q2: 133,101 shares; 2025Q3: 137,423 shares; 2025Q4: 141,911 shares; 2026Q1: 137,232 shares 137,232 $15.2M 3.51% -4,679 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: restricted; 2024Q4: 133,526 shares; 2025Q1: 155,908 shares; 2025Q2: 234,328 shares; 2025Q3: 218,780 shares; 2025Q4: 199,831 shares; 2026Q1: 193,487 shares 193,487 $14.4M 3.33% -6,344 Timeline AVDV 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: restricted; 2024Q4: 124,535 shares; 2025Q1: 124,998 shares; 2025Q2: 127,218 shares; 2025Q3: 125,460 shares; 2025Q4: 126,367 shares; 2026Q1: 122,321 shares 122,321 $12.2M 2.83% -4,046 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 107,542 shares; 2025Q1: 113,604 shares; 2025Q2: 112,517 shares; 2025Q3: 104,537 shares; 2025Q4: 102,961 shares; 2026Q1: 104,621 shares 104,621 $11.1M 2.57% +1,660 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 236,734 shares; 2025Q1: 236,604 shares; 2025Q2: 167,634 shares; 2025Q3: 144,171 shares; 2025Q4: 125,250 shares; 2026Q1: 131,940 shares 131,940 $10.1M 2.34% +6,690 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: restricted; 2024Q4: 65,079 shares; 2025Q1: 39,394 shares; 2025Q2: 76,578 shares; 2025Q3: 94,754 shares; 2025Q4: 85,215 shares; 2026Q1: 51,872 shares 51,872 $9.95M 2.31% -33,343 Timeline AVES 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: restricted; 2024Q4: 115,621 shares; 2025Q1: 117,922 shares; 2025Q2: 130,679 shares; 2025Q3: 142,954 shares; 2025Q4: 152,222 shares; 2026Q1: 147,702 shares 147,702 $8.86M 2.05% -4,520 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: restricted; 2024Q4: 85,133 shares; 2025Q1: 80,134 shares; 2025Q2: 73,734 shares; 2025Q3: 66,322 shares; 2025Q4: 60,819 shares; 2026Q1: 59,101 shares 59,101 $8.75M 2.03% -1,718 Timeline JVAL J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 211,813 shares; 2025Q1: 215,842 shares; 2025Q2: 228,112 shares; 2025Q3: 215,787 shares; 2025Q4: 183,862 shares; 2026Q1: 175,371 shares 175,371 $8.57M 1.99% -8,491 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,618 shares; 2025Q1: 104,684 shares; 2025Q2: 121,511 shares; 2025Q3: 135,905 shares; 2025Q4: 171,153 shares; 2026Q1: 163,369 shares 163,369 $8.48M 1.97% -7,784 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: restricted; 2024Q4: 40,675 shares; 2025Q1: 41,400 shares; 2025Q2: 50,393 shares; 2025Q3: 77,487 shares; 2025Q4: 98,209 shares; 2026Q1: 95,546 shares 95,546 $8.42M 1.95% -2,663 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,953 shares; 2025Q1: 18,503 shares; 2025Q2: 16,873 shares; 2025Q3: 18,117 shares; 2025Q4: 45,812 shares; 2026Q1: 58,759 shares 58,759 $6.83M 1.58% +12,947 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 88,262 shares; 2025Q1: 84,664 shares; 2025Q2: 84,181 shares; 2025Q3: 81,043 shares; 2025Q4: 75,780 shares; 2026Q1: 69,912 shares 69,912 $6.59M 1.53% -5,868 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54,052 shares; 2025Q3: 148,374 shares; 2025Q4: 235,367 shares; 2026Q1: 158,816 shares 158,816 $5.23M 1.21% -76,551 Timeline SPTM 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: restricted; 2024Q4: 55,595 shares; 2025Q1: 56,154 shares; 2025Q2: 55,564 shares; 2025Q3: 55,037 shares; 2025Q4: 56,841 shares; 2026Q1: 62,712 shares 62,712 $4.96M 1.15% +5,871 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: restricted; 2024Q4: 132,025 shares; 2025Q1: 76,672 shares; 2025Q2: 82,846 shares; 2025Q3: 108,898 shares; 2025Q4: 76,838 shares; 2026Q1: 42,219 shares 42,219 $4.78M 1.11% -34,619 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: restricted; 2024Q4: 47,972 shares; 2025Q1: 47,728 shares; 2025Q2: 47,564 shares; 2025Q3: 53,856 shares; 2025Q4: 58,169 shares; 2026Q1: 58,889 shares 58,889 $4.75M 1.1% +720 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: restricted; 2024Q4: 29,581 shares; 2025Q1: 22,849 shares; 2025Q2: 31,191 shares; 2025Q3: 57,373 shares; 2025Q4: 47,786 shares; 2026Q1: 22,453 shares 22,453 $4.74M 1.1% -25,333 Timeline DON 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: restricted; 2024Q4: 118,010 shares; 2025Q1: 115,539 shares; 2025Q2: 109,376 shares; 2025Q3: 102,299 shares; 2025Q4: 93,808 shares; 2026Q1: 88,462 shares 88,462 $4.65M 1.08% -5,346 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,456 shares; 2025Q1: 90,775 shares; 2025Q2: 90,304 shares; 2025Q3: 85,950 shares; 2025Q4: 85,714 shares; 2026Q1: 85,752 shares 85,752 $4.34M 1.01% +38 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: restricted; 2024Q4: 13,690 shares; 2025Q1: 13,094 shares; 2025Q2: 11,988 shares; 2025Q3: 15,913 shares; 2025Q4: 16,077 shares; 2026Q1: 15,940 shares 15,940 $4.05M 0.94% -137 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: restricted; 2024Q4: 62,979 shares; 2025Q1: 66,317 shares; 2025Q2: 68,515 shares; 2025Q3: 65,392 shares; 2025Q4: 72,504 shares; 2026Q1: 56,100 shares 56,100 $4.02M 0.93% -16,404 Timeline ENDW EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 116,119 shares; 2025Q3: 116,119 shares; 2025Q4: 116,119 shares; 2026Q1: 116,119 shares 116,119 $3.7M 0.86% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,850 shares; 2025Q1: 26,529 shares; 2025Q2: 58,094 shares; 2025Q3: 103,493 shares; 2025Q4: 77,913 shares; 2026Q1: 62,422 shares 62,422 $3.41M 0.79% -15,491 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,258 shares; 2025Q4: 88,181 shares; 2026Q1: 91,678 shares 91,678 $3.27M 0.76% +3,497 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,479 shares; 2025Q1: 34,341 shares; 2025Q2: 36,236 shares; 2025Q3: 41,570 shares; 2025Q4: 66,445 shares; 2026Q1: 81,469 shares 81,469 $3.13M 0.73% +15,024 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,218 shares; 2025Q4: 43,782 shares; 2026Q1: 67,197 shares 67,197 $3.07M 0.71% +23,415 Timeline SHLD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,299 shares; 2025Q4: 41,352 shares; 2026Q1: 42,944 shares 42,944 $3.04M 0.71% +1,592 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: restricted; 2024Q4: 9,701 shares; 2025Q1: 9,357 shares; 2025Q2: 8,354 shares; 2025Q3: 8,138 shares; 2025Q4: 8,094 shares; 2026Q1: 7,748 shares 7,748 $2.87M 0.66% -346 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: restricted; 2024Q4: 36,232 shares; 2025Q1: 36,577 shares; 2025Q2: 36,554 shares; 2025Q3: 33,816 shares; 2025Q4: 30,523 shares; 2026Q1: 30,656 shares 30,656 $2.78M 0.64% +133 Timeline DEM 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: restricted; 2024Q4: 69,599 shares; 2025Q1: 69,388 shares; 2025Q2: 66,764 shares; 2025Q3: 62,376 shares; 2025Q4: 60,213 shares; 2026Q1: 55,650 shares 55,650 $2.77M 0.64% -4,563 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 182,028 shares; 2025Q1: 227,189 shares; 2025Q2: 255,679 shares; 2025Q3: 301,688 shares; 2025Q4: 107,816 shares; 2026Q1: 110,286 shares 110,286 $2.56M 0.59% +2,470 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: restricted; 2024Q4: 8,001 shares; 2025Q1: 8,049 shares; 2025Q2: 7,741 shares; 2025Q3: 7,032 shares; 2025Q4: 5,908 shares; 2026Q1: 5,636 shares 5,636 $2.46M 0.57% -272 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: restricted; 2024Q4: 15,605 shares; 2025Q1: 15,179 shares; 2025Q2: 14,774 shares; 2025Q3: 14,791 shares; 2025Q4: 13,984 shares; 2026Q1: 13,961 shares 13,961 $2.43M 0.56% -23 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,290 shares 74,290 $2.43M 0.56% new Timeline JOET VIRTUS ETF TR II More: the full row for VIRTUS ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 33,875 shares; 2025Q1: 47,637 shares; 2025Q2: 55,328 shares; 2025Q3: 60,712 shares; 2025Q4: 64,017 shares; 2026Q1: 58,113 shares 58,113 $2.33M 0.54% -5,904 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 140,887 shares; 2025Q3: 184,596 shares; 2025Q4: 143,295 shares; 2026Q1: 60,180 shares 60,180 $2.18M 0.51% -83,115 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,070 shares; 2025Q1: 11,033 shares; 2025Q2: 4,752 shares; 2025Q3: not reported; 2025Q4: 25,964 shares; 2026Q1: 24,619 shares 24,619 $2.13M 0.49% -1,345 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: restricted; 2024Q4: 14,503 shares; 2025Q1: 14,833 shares; 2025Q2: 14,452 shares; 2025Q3: 12,994 shares; 2025Q4: 11,083 shares; 2026Q1: 10,750 shares 10,750 $2.11M 0.49% -333 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: restricted; 2024Q4: 7,753 shares; 2025Q1: 7,522 shares; 2025Q2: 7,269 shares; 2025Q3: 7,079 shares; 2025Q4: 6,616 shares; 2026Q1: 6,697 shares 6,697 $2.07M 0.48% +81 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,008 shares; 2025Q2: 85,209 shares; 2025Q3: 118,233 shares; 2025Q4: 43,256 shares; 2026Q1: 44,804 shares 44,804 $2.05M 0.48% +1,548 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,954 shares; 2025Q1: 20,245 shares; 2025Q2: 27,798 shares; 2025Q3: 34,924 shares; 2025Q4: 40,095 shares; 2026Q1: 40,701 shares 40,701 $2.03M 0.47% +606 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: restricted; 2024Q4: 13,905 shares; 2025Q1: 13,342 shares; 2025Q2: 13,342 shares; 2025Q3: 12,595 shares; 2025Q4: 12,638 shares; 2026Q1: 11,705 shares 11,705 $1.99M 0.46% -933 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,586 shares; 2025Q1: 4,841 shares; 2025Q2: 4,772 shares; 2025Q3: 4,554 shares; 2025Q4: 3,217 shares; 2026Q1: 3,225 shares 3,225 $1.93M 0.45% +8 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,423 shares; 2025Q1: 17,277 shares; 2025Q2: 17,332 shares; 2025Q3: 17,089 shares; 2025Q4: 16,732 shares; 2026Q1: 17,320 shares 17,320 $1.84M 0.43% +588 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,874 shares; 2025Q1: 4,936 shares; 2025Q2: 4,740 shares; 2025Q3: 4,143 shares; 2025Q4: 5,247 shares; 2026Q1: 5,576 shares 5,576 $1.83M 0.42% +329 Timeline IYE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 27,469 shares 27,469 $1.78M 0.41% new Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,317 shares; 2025Q1: 16,432 shares; 2025Q2: 19,731 shares; 2025Q3: 24,665 shares; 2025Q4: 20,776 shares; 2026Q1: 18,268 shares 18,268 $1.69M 0.39% -2,508 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: restricted; 2024Q4: 14,115 shares; 2025Q1: 17,531 shares; 2025Q2: 18,790 shares; 2025Q3: 21,054 shares; 2025Q4: 13,762 shares; 2026Q1: 14,600 shares 14,600 $1.64M 0.38% +838 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,813 shares; 2025Q1: 22,247 shares; 2025Q2: 19,259 shares; 2025Q3: 18,147 shares; 2025Q4: 17,145 shares; 2026Q1: 17,145 shares 17,145 $1.61M 0.37% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,685 shares; 2025Q1: 19,972 shares; 2025Q2: 19,124 shares; 2025Q3: 20,714 shares; 2025Q4: 19,536 shares; 2026Q1: 21,435 shares 21,435 $1.58M 0.37% +1,899 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: restricted; 2024Q4: 8,466 shares; 2025Q1: 7,933 shares; 2025Q2: 7,681 shares; 2025Q3: 7,528 shares; 2025Q4: 7,957 shares; 2026Q1: 7,424 shares 7,424 $1.55M 0.36% -533 Timeline LMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,905 shares 30,905 $1.54M 0.36% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,418 shares; 2025Q1: 38,772 shares; 2025Q2: 38,280 shares; 2025Q3: 32,891 shares; 2025Q4: 29,794 shares; 2026Q1: 29,867 shares 29,867 $1.5M 0.35% +73 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 25,757 shares; 2025Q1: 20,625 shares; 2025Q2: 30,236 shares; 2025Q3: 15,761 shares; 2025Q4: 9,211 shares; 2026Q1: 7,683 shares 7,683 $1.39M 0.32% -1,528 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: restricted; 2024Q4: 8,420 shares; 2025Q1: 8,410 shares; 2025Q2: 8,641 shares; 2025Q3: 8,724 shares; 2025Q4: 7,096 shares; 2026Q1: 6,687 shares 6,687 $1.38M 0.32% -409 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: restricted; 2024Q4: 9,653 shares; 2025Q1: 11,142 shares; 2025Q2: 11,465 shares; 2025Q3: 12,072 shares; 2025Q4: 12,626 shares; 2026Q1: 14,142 shares 14,142 $1.37M 0.32% +1,516 Timeline FXR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,112 shares; 2025Q1: 20,914 shares; 2025Q2: 19,689 shares; 2025Q3: 18,936 shares; 2025Q4: 18,261 shares; 2026Q1: 16,068 shares 16,068 $1.31M 0.3% -2,193 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,427 shares; 2025Q1: 7,972 shares; 2025Q2: 7,506 shares; 2025Q3: 7,111 shares; 2025Q4: 6,920 shares; 2026Q1: 6,020 shares 6,020 $1.3M 0.3% -900 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,355 shares; 2025Q1: 54,175 shares; 2025Q2: 58,314 shares; 2025Q3: 57,338 shares; 2025Q4: 54,293 shares; 2026Q1: 63,603 shares 63,603 $1.3M 0.3% +9,310 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,371 shares; 2025Q1: 55,126 shares; 2025Q2: 59,907 shares; 2025Q3: 59,372 shares; 2025Q4: 57,192 shares; 2026Q1: 66,222 shares 66,222 $1.29M 0.3% +9,030 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,497 shares; 2025Q1: 54,598 shares; 2025Q2: 58,921 shares; 2025Q3: 59,232 shares; 2025Q4: 57,113 shares; 2026Q1: 65,887 shares 65,887 $1.29M 0.3% +8,774 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,120 shares; 2025Q1: 6,120 shares; 2025Q2: 6,105 shares; 2025Q3: 6,105 shares; 2025Q4: 6,063 shares; 2026Q1: 6,311 shares 6,311 $1.29M 0.3% +248 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 60,431 shares; 2025Q1: 60,198 shares; 2025Q2: 63,814 shares; 2025Q3: 61,164 shares; 2025Q4: 59,119 shares; 2026Q1: 68,909 shares 68,909 $1.29M 0.3% +9,790 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: restricted; 2024Q4: 39,034 shares; 2025Q1: 39,562 shares; 2025Q2: 42,435 shares; 2025Q3: 50,447 shares; 2025Q4: 22,788 shares; 2026Q1: 13,141 shares 13,141 $1.25M 0.29% -9,647 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 51,034 shares; 2026Q1: 59,162 shares 59,162 $1.22M 0.28% +8,128 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: restricted; 2024Q4: 1,232 shares; 2025Q1: 1,297 shares; 2025Q2: 1,476 shares; 2025Q3: 2,012 shares; 2025Q4: 1,875 shares; 2026Q1: 1,855 shares 1,855 $1.21M 0.28% -20 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,876 shares; 2025Q4: 59,578 shares; 2026Q1: 72,072 shares 72,072 $1.19M 0.27% +12,494 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 52,562 shares; 2025Q4: 58,294 shares; 2026Q1: 70,946 shares 70,946 $1.19M 0.27% +12,652 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,681 shares; 2026Q1: 12,577 shares 12,577 $1.12M 0.26% -104 Timeline IFRA 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: restricted; 2024Q4: 33,726 shares; 2025Q1: 7,008 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,474 shares 19,474 $1.11M 0.26% new Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,608 shares; 2025Q2: 6,189 shares; 2025Q3: 7,444 shares; 2025Q4: 7,679 shares; 2026Q1: 4,675 shares 4,675 $1.09M 0.25% -3,004 Timeline SVAL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,110 shares 30,110 $1.08M 0.25% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,071 shares; 2025Q1: 22,572 shares; 2025Q2: 22,134 shares; 2025Q3: 21,746 shares; 2025Q4: 21,263 shares; 2026Q1: 22,146 shares 22,146 $1.04M 0.24% +883 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,982 shares; 2025Q1: 53,010 shares; 2025Q2: 57,489 shares; 2025Q3: 32,541 shares; 2025Q4: 15,974 shares; 2026Q1: 9,264 shares 9,264 $1.03M 0.24% -6,710 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,584 shares; 2025Q4: 10,508 shares; 2026Q1: 13,613 shares 13,613 $928K 0.21% +3,105 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 52,933 shares; 2025Q3: 75,740 shares; 2025Q4: 46,059 shares; 2026Q1: 18,221 shares 18,221 $912K 0.21% -27,838 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 37,978 shares 37,978 $900K 0.21% new 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: restricted; 2024Q4: 6,560 shares; 2025Q1: 6,560 shares; 2025Q2: 6,661 shares; 2025Q3: 6,436 shares; 2025Q4: 6,330 shares; 2026Q1: 6,330 shares 6,330 $876K 0.2% 0 Timeline IAI 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: restricted; 2024Q4: 5,614 shares; 2025Q1: 5,470 shares; 2025Q2: 5,578 shares; 2025Q3: 5,638 shares; 2025Q4: 5,327 shares; 2026Q1: 5,327 shares 5,327 $875K 0.2% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,095 shares; 2025Q1: 9,115 shares; 2025Q2: 9,214 shares; 2025Q3: 8,864 shares; 2025Q4: 9,368 shares; 2026Q1: 9,795 shares 9,795 $869K 0.2% +427 Timeline VLUE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,079 shares 6,079 $864K 0.2% new 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: restricted; 2024Q4: 11,829 shares; 2025Q1: 11,671 shares; 2025Q2: 10,466 shares; 2025Q3: 8,556 shares; 2025Q4: 6,836 shares; 2026Q1: 6,911 shares 6,911 $859K 0.2% +75 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,115 shares 12,115 $827K 0.19% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,725 shares; 2025Q1: 6,441 shares; 2025Q2: 6,480 shares; 2025Q3: 4,572 shares; 2025Q4: 4,645 shares; 2026Q1: 6,907 shares 6,907 $819K 0.19% +2,262 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,034 shares; 2025Q2: 19,211 shares; 2025Q3: 18,236 shares; 2025Q4: 16,696 shares; 2026Q1: 14,404 shares 14,404 $809K 0.19% -2,292 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 739 shares; 2025Q1: 874 shares; 2025Q2: 917 shares; 2025Q3: 967 shares; 2025Q4: 1,132 shares; 2026Q1: 1,289 shares 1,289 $795K 0.18% +157 Timeline PXH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,852 shares; 2025Q4: 18,693 shares; 2026Q1: 28,915 shares 28,915 $778K 0.18% +10,222 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,260 shares; 2025Q1: 5,178 shares; 2025Q2: 5,171 shares; 2025Q3: 5,219 shares; 2025Q4: 5,133 shares; 2026Q1: 4,851 shares 4,851 $771K 0.18% -282 Timeline AVSC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,928 shares; 2025Q3: 16,230 shares; 2025Q4: 13,161 shares; 2026Q1: 12,280 shares 12,280 $765K 0.18% -881 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,187 shares; 2025Q1: 4,031 shares; 2025Q2: 3,607 shares; 2025Q3: 10,741 shares; 2025Q4: 10,710 shares; 2026Q1: 3,493 shares 3,493 $764K 0.18% -7,217 Timeline IYJ 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: restricted; 2024Q4: 5,954 shares; 2025Q1: 5,910 shares; 2025Q2: 6,187 shares; 2025Q3: 6,686 shares; 2025Q4: 5,161 shares; 2026Q1: 5,161 shares 5,161 $761K 0.18% 0 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,156 shares; 2025Q3: 15,878 shares; 2025Q4: 17,038 shares; 2026Q1: 15,235 shares 15,235 $756K 0.18% -1,803 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,279 shares 23,279 $748K 0.17% new Timeline IYC 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: restricted; 2024Q4: 2,417 shares; 2025Q1: 3,749 shares; 2025Q2: 8,098 shares; 2025Q3: 8,923 shares; 2025Q4: 7,853 shares; 2026Q1: 7,693 shares 7,693 $746K 0.17% -160 Timeline ACWX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,480 shares 10,480 $718K 0.17% new 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: restricted; 2024Q4: 4,084 shares; 2025Q1: 3,613 shares; 2025Q2: 2,746 shares; 2025Q3: 2,745 shares; 2025Q4: 2,451 shares; 2026Q1: 2,432 shares 2,432 $699K 0.16% -19 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,345 shares; 2025Q1: 2,304 shares; 2025Q2: 2,203 shares; 2025Q3: 2,212 shares; 2025Q4: 2,150 shares; 2026Q1: 2,136 shares 2,136 $685K 0.16% -14 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: restricted; 2024Q4: 4,657 shares; 2025Q1: 1,073 shares; 2025Q2: 985 shares; 2025Q3: 1,498 shares; 2025Q4: 1,657 shares; 2026Q1: 1,757 shares 1,757 $653K 0.15% +100 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,579 shares 20,579 $631K 0.15% new 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: restricted; 2024Q4: 2,293 shares; 2025Q1: 2,133 shares; 2025Q2: 1,974 shares; 2025Q3: 1,965 shares; 2025Q4: 2,075 shares; 2026Q1: 2,054 shares 2,054 $621K 0.14% -21 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,311 shares; 2025Q1: 3,311 shares; 2025Q2: 3,311 shares; 2025Q3: 3,311 shares; 2025Q4: 3,311 shares; 2026Q1: 3,311 shares 3,311 $612K 0.14% 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: restricted; 2024Q4: 2,744 shares; 2025Q1: 2,503 shares; 2025Q2: 2,435 shares; 2025Q3: 2,051 shares; 2025Q4: 1,950 shares; 2026Q1: 1,733 shares 1,733 $610K 0.14% -217 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: restricted; 2024Q4: 15,137 shares; 2025Q1: 15,029 shares; 2025Q2: 18,669 shares; 2025Q3: 24,868 shares; 2025Q4: not reported; 2026Q1: 25,859 shares 25,859 $592K 0.14% new 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: restricted; 2024Q4: 2,798 shares; 2025Q1: 2,685 shares; 2025Q2: 2,133 shares; 2025Q3: 2,260 shares; 2025Q4: 1,899 shares; 2026Q1: 2,009 shares 2,009 $591K 0.14% +110 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,975 shares; 2025Q1: 2,957 shares; 2025Q2: 2,790 shares; 2025Q3: 2,155 shares; 2025Q4: 2,120 shares; 2026Q1: 2,104 shares 2,104 $569K 0.13% -16 Timeline ESE ESCO TECHNOLOGIES INC More: the full row for ESCO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,363 shares; 2025Q2: 1,363 shares; 2025Q3: 1,961 shares; 2025Q4: 1,962 shares; 2026Q1: 1,962 shares 1,962 $552K 0.13% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,136 shares; 2025Q1: 2,077 shares; 2025Q2: 2,086 shares; 2025Q3: 2,095 shares; 2025Q4: 2,172 shares; 2026Q1: 2,172 shares 2,172 $530K 0.12% 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: restricted; 2024Q4: 3,231 shares; 2025Q1: 3,243 shares; 2025Q2: 3,409 shares; 2025Q3: 3,450 shares; 2025Q4: 3,544 shares; 2026Q1: 3,576 shares 3,576 $523K 0.12% +32 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,997 shares; 2025Q1: 8,212 shares; 2025Q2: 8,298 shares; 2025Q3: 8,596 shares; 2025Q4: 9,785 shares; 2026Q1: 10,571 shares 10,571 $509K 0.12% +786 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: restricted; 2024Q4: 1,836 shares; 2025Q1: 1,836 shares; 2025Q2: 3,297 shares; 2025Q3: 2,362 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $508K 0.12% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 81,116 shares; 2025Q1: 44,319 shares; 2025Q2: 21,428 shares; 2025Q3: 5,532 shares; 2025Q4: 5,725 shares; 2026Q1: 6,206 shares 6,206 $488K 0.11% +481 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: restricted; 2024Q4: 2,936 shares; 2025Q1: 3,014 shares; 2025Q2: 2,987 shares; 2025Q3: 2,670 shares; 2025Q4: 2,208 shares; 2026Q1: 2,213 shares 2,213 $481K 0.11% +5 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: restricted; 2024Q4: 2,209 shares; 2025Q1: 2,220 shares; 2025Q2: 2,202 shares; 2025Q3: 1,934 shares; 2025Q4: 1,595 shares; 2026Q1: 1,590 shares 1,590 $481K 0.11% -5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,134 shares; 2025Q4: 3,205 shares; 2026Q1: 3,707 shares 3,707 $477K 0.11% +502 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,443 shares; 2025Q1: 3,443 shares; 2025Q2: 3,443 shares; 2025Q3: 3,443 shares; 2025Q4: 3,458 shares; 2026Q1: 3,458 shares 3,458 $453K 0.1% 0 Timeline SLYV 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: restricted; 2024Q4: 6,205 shares; 2025Q1: 5,870 shares; 2025Q2: 5,732 shares; 2025Q3: 5,367 shares; 2025Q4: 5,026 shares; 2026Q1: 4,753 shares 4,753 $450K 0.1% -273 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 540 shares; 2025Q2: 670 shares; 2025Q3: 734 shares; 2025Q4: 777 shares; 2026Q1: 775 shares 775 $448K 0.1% -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: restricted; 2024Q4: 2,596 shares; 2025Q1: 2,487 shares; 2025Q2: 2,269 shares; 2025Q3: 2,307 shares; 2025Q4: 1,927 shares; 2026Q1: 1,821 shares 1,821 $445K 0.1% -106 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: restricted; 2024Q4: 1,637 shares; 2025Q1: 1,658 shares; 2025Q2: 1,137 shares; 2025Q3: 1,247 shares; 2025Q4: 1,245 shares; 2026Q1: 1,274 shares 1,274 $431K 0.1% +29 Timeline TLH 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: restricted; 2024Q4: 4,372 shares; 2025Q1: 3,874 shares; 2025Q2: 23,189 shares; 2025Q3: 24,465 shares; 2025Q4: 25,465 shares; 2026Q1: 4,235 shares 4,235 $427K 0.1% -21,230 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,180 shares; 2025Q1: 12,893 shares; 2025Q2: 12,186 shares; 2025Q3: 12,080 shares; 2025Q4: 11,472 shares; 2026Q1: 11,266 shares 11,266 $422K 0.1% -206 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,930 shares; 2025Q1: 12,869 shares; 2025Q2: 12,982 shares; 2025Q3: 12,797 shares; 2025Q4: 12,800 shares; 2026Q1: 12,684 shares 12,684 $418K 0.1% -116 Timeline XNTK 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: restricted; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,632 shares; 2025Q4: 1,632 shares; 2026Q1: 1,632 shares 1,632 $417K 0.1% 0 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: restricted; 2024Q4: 147 shares; 2025Q1: 141 shares; 2025Q2: 138 shares; 2025Q3: 130 shares; 2025Q4: 123 shares; 2026Q1: 123 shares 123 $415K 0.1% 0 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: restricted; 2024Q4: 1,468 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,254 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $415K 0.1% 0 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,748 shares; 2025Q1: 6,976 shares; 2025Q2: 5,097 shares; 2025Q3: 5,104 shares; 2025Q4: 5,070 shares; 2026Q1: 4,898 shares 4,898 $409K 0.09% -172 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: restricted; 2024Q4: 6,065 shares; 2025Q1: 5,509 shares; 2025Q2: 5,140 shares; 2025Q3: 3,905 shares; 2025Q4: 4,056 shares; 2026Q1: 2,767 shares 2,767 $407K 0.09% -1,289 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: restricted; 2024Q4: 9,758 shares; 2025Q1: 10,496 shares; 2025Q2: 11,472 shares; 2025Q3: 11,371 shares; 2025Q4: 7,988 shares; 2026Q1: 4,318 shares 4,318 $400K 0.09% -3,670 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: restricted; 2024Q4: 3,123 shares; 2025Q1: 2,836 shares; 2025Q2: not reported; 2025Q3: 3,661 shares; 2025Q4: 3,243 shares; 2026Q1: 3,285 shares 3,285 $395K 0.09% +42 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,830 shares; 2025Q1: 19,802 shares; 2025Q2: 19,477 shares; 2025Q3: 17,814 shares; 2025Q4: 15,376 shares; 2026Q1: 15,358 shares 15,358 $386K 0.09% -18 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,196 shares; 2025Q4: 1,178 shares; 2026Q1: 1,179 shares 1,179 $375K 0.09% +1 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,604 shares; 2025Q1: 5,264 shares; 2025Q2: 4,985 shares; 2025Q3: 5,727 shares; 2025Q4: 4,972 shares; 2026Q1: 2,267 shares 2,267 $371K 0.09% -2,705 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,465 shares; 2025Q1: 4,259 shares; 2025Q2: 8,374 shares; 2025Q3: 8,510 shares; 2025Q4: 8,162 shares; 2026Q1: 7,930 shares 7,930 $368K 0.09% -232 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: restricted; 2024Q4: 1,334 shares; 2025Q1: 1,285 shares; 2025Q2: 1,225 shares; 2025Q3: 1,269 shares; 2025Q4: 1,233 shares; 2026Q1: 1,179 shares 1,179 $367K 0.08% -54 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,318 shares; 2025Q2: 9,324 shares; 2025Q3: 7,385 shares; 2025Q4: 6,632 shares; 2026Q1: 6,799 shares 6,799 $363K 0.08% +167 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: restricted; 2024Q4: 1,336 shares; 2025Q1: 1,294 shares; 2025Q2: 1,136 shares; 2025Q3: 1,160 shares; 2025Q4: 1,112 shares; 2026Q1: 1,102 shares 1,102 $362K 0.08% -10 Timeline MGV 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: restricted; 2024Q4: 2,775 shares; 2025Q1: 2,775 shares; 2025Q2: 2,775 shares; 2025Q3: 2,498 shares; 2025Q4: 2,498 shares; 2026Q1: 2,498 shares 2,498 $362K 0.08% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,050 shares; 2025Q1: 10,339 shares; 2025Q2: 13,156 shares; 2025Q3: 14,448 shares; 2025Q4: 6,378 shares; 2026Q1: 3,834 shares 3,834 $360K 0.08% -2,544 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,106 shares; 2025Q1: 2,082 shares; 2025Q2: 2,041 shares; 2025Q3: 1,485 shares; 2025Q4: 1,284 shares; 2026Q1: 1,138 shares 1,138 $357K 0.08% -146 Timeline IGV 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: restricted; 2024Q4: 15,602 shares; 2025Q1: 13,219 shares; 2025Q2: 12,850 shares; 2025Q3: 12,119 shares; 2025Q4: 4,869 shares; 2026Q1: 4,399 shares 4,399 $352K 0.08% -470 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,141 shares; 2025Q1: 1,160 shares; 2025Q2: not reported; 2025Q3: 1,388 shares; 2025Q4: 1,520 shares; 2026Q1: 1,676 shares 1,676 $349K 0.08% +156 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,892 shares; 2025Q1: 2,842 shares; 2025Q2: 2,842 shares; 2025Q3: 2,842 shares; 2025Q4: 2,842 shares; 2026Q1: 2,842 shares 2,842 $347K 0.08% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,040 shares; 2025Q1: 2,071 shares; 2025Q2: not reported; 2025Q3: 2,649 shares; 2025Q4: 2,463 shares; 2026Q1: 2,612 shares 2,612 $345K 0.08% +149 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 811 shares; 2025Q1: 811 shares; 2025Q2: 811 shares; 2025Q3: 818 shares; 2025Q4: 836 shares; 2026Q1: 840 shares 840 $342K 0.08% +4 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,822 shares; 2025Q1: 69,222 shares; 2025Q2: 71,225 shares; 2025Q3: 71,225 shares; 2025Q4: 69,726 shares; 2026Q1: 66,935 shares 66,935 $341K 0.08% -2,791 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,538 shares; 2025Q1: 4,502 shares; 2025Q2: 4,308 shares; 2025Q3: 3,991 shares; 2025Q4: 3,998 shares; 2026Q1: 3,957 shares 3,957 $337K 0.08% -41 Timeline SEIE SEI EXCHANGE TRADED FUNDS More: the full row for SEI EXCHANGE TRADED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 321,713 shares; 2025Q2: 276,735 shares; 2025Q3: 243,212 shares; 2025Q4: 7,923 shares; 2026Q1: 10,289 shares 10,289 $335K 0.08% +2,366 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,381 shares; 2025Q1: 5,016 shares; 2025Q2: 3,912 shares; 2025Q3: 3,561 shares; 2025Q4: 4,473 shares; 2026Q1: 3,341 shares 3,341 $332K 0.08% -1,132 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,052 shares; 2025Q3: 5,246 shares; 2025Q4: 5,711 shares; 2026Q1: 6,716 shares 6,716 $324K 0.08% +1,005 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,144 shares; 2025Q1: 4,146 shares; 2025Q2: 3,883 shares; 2025Q3: 4,069 shares; 2025Q4: 3,307 shares; 2026Q1: 3,311 shares 3,311 $324K 0.08% +4 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,976 shares; 2025Q1: 7,693 shares; 2025Q2: 3,680 shares; 2025Q3: 3,680 shares; 2025Q4: 3,680 shares; 2026Q1: 3,470 shares 3,470 $314K 0.07% -210 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,897 shares; 2025Q4: 3,077 shares; 2026Q1: 3,422 shares 3,422 $311K 0.07% +345 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: restricted; 2024Q4: 3,413 shares; 2025Q1: 3,207 shares; 2025Q2: 3,207 shares; 2025Q3: 3,156 shares; 2025Q4: 2,917 shares; 2026Q1: 2,827 shares 2,827 $310K 0.07% -90 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,334 shares 3,334 $310K 0.07% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457 shares; 2025Q1: 452 shares; 2025Q2: 452 shares; 2025Q3: 452 shares; 2025Q4: 440 shares; 2026Q1: 440 shares 440 $307K 0.07% 0 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,441 shares 7,441 $306K 0.07% new Timeline FAB FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,273 shares; 2025Q1: 3,279 shares; 2025Q2: 3,292 shares; 2025Q3: 3,296 shares; 2025Q4: 3,245 shares; 2026Q1: 3,227 shares 3,227 $305K 0.07% -18 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: restricted; 2024Q4: 3,565 shares; 2025Q1: 3,418 shares; 2025Q2: 3,817 shares; 2025Q3: 3,660 shares; 2025Q4: 3,494 shares; 2026Q1: 3,389 shares 3,389 $304K 0.07% -105 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: restricted; 2024Q4: 502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 416 shares; 2025Q4: 667 shares; 2026Q1: 521 shares 521 $298K 0.07% -146 Timeline CMF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,220 shares; 2026Q1: 5,220 shares 5,220 $297K 0.07% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,618 shares; 2025Q1: 9,618 shares; 2025Q2: 9,538 shares; 2025Q3: 9,538 shares; 2025Q4: 9,538 shares; 2026Q1: 9,538 shares 9,538 $295K 0.07% 0 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: restricted; 2024Q4: 673 shares; 2025Q1: 703 shares; 2025Q2: 623 shares; 2025Q3: 509 shares; 2025Q4: 476 shares; 2026Q1: 290 shares 290 $289K 0.07% -186 Timeline GNL GLOBAL NET LEASE INC More: the full row for GLOBAL NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 32,084 shares; 2025Q1: 32,084 shares; 2025Q2: 30,464 shares; 2025Q3: 30,464 shares; 2025Q4: 30,464 shares; 2026Q1: 30,464 shares 30,464 $285K 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,887 shares; 2025Q4: 1,950 shares; 2026Q1: 2,164 shares 2,164 $284K 0.07% +214 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,096 shares; 2025Q3: 7,799 shares; 2025Q4: 11,973 shares; 2026Q1: 5,869 shares 5,869 $282K 0.07% -6,104 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,110 shares; 2025Q4: 1,285 shares; 2026Q1: 1,427 shares 1,427 $281K 0.07% +142 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,559 shares; 2026Q1: 11,559 shares 11,559 $276K 0.06% 0 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,683 shares; 2025Q1: not reported; 2025Q2: 2,683 shares; 2025Q3: 4,161 shares; 2025Q4: 1,906 shares; 2026Q1: 1,906 shares 1,906 $273K 0.06% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,958 shares; 2025Q1: 3,040 shares; 2025Q2: 3,053 shares; 2025Q3: 3,012 shares; 2025Q4: 3,013 shares; 2026Q1: 2,979 shares 2,979 $272K 0.06% -34 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: restricted; 2024Q4: 5,222 shares; 2025Q1: 5,121 shares; 2025Q2: 4,752 shares; 2025Q3: 4,194 shares; 2025Q4: 3,591 shares; 2026Q1: 1,838 shares 1,838 $266K 0.06% -1,753 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,450 shares; 2025Q1: 4,200 shares; 2025Q2: 4,200 shares; 2025Q3: 4,200 shares; 2025Q4: 3,875 shares; 2026Q1: 3,875 shares 3,875 $260K 0.06% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,782 shares 2,782 $251K 0.06% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,754 shares; 2025Q1: 18,437 shares; 2025Q2: 17,978 shares; 2025Q3: 17,665 shares; 2025Q4: 18,193 shares; 2026Q1: 19,510 shares 19,510 $250K 0.06% +1,317 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,595 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,919 shares; 2025Q4: 1,809 shares; 2026Q1: 1,759 shares 1,759 $249K 0.06% -50 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,990 shares; 2025Q1: 11,029 shares; 2025Q2: 11,351 shares; 2025Q3: 11,262 shares; 2025Q4: 3,473 shares; 2026Q1: 3,489 shares 3,489 $245K 0.06% +16 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 262,542 shares; 2025Q1: 262,542 shares; 2025Q2: 260,378 shares; 2025Q3: 222,878 shares; 2025Q4: 259,968 shares; 2026Q1: 305,668 shares 305,668 $245K 0.06% +45,700 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: restricted; 2024Q4: 6,910 shares; 2025Q1: 6,218 shares; 2025Q2: 6,183 shares; 2025Q3: not reported; 2025Q4: 3,149 shares; 2026Q1: 3,149 shares 3,149 $244K 0.06% 0 Timeline SGHT SIGHT SCIENCES INC More: the full row for SIGHT SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,376 shares; 2025Q3: 83,376 shares; 2025Q4: 64,795 shares; 2026Q1: 64,795 shares 64,795 $244K 0.06% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,012 shares; 2026Q1: 5,005 shares 5,005 $244K 0.06% -7 Timeline PAVE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 4,800 shares; 2026Q1: 4,800 shares 4,800 $244K 0.06% 0 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,892 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,727 shares; 2025Q4: 1,652 shares; 2026Q1: 1,652 shares 1,652 $244K 0.06% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,669 shares; 2025Q1: 2,575 shares; 2025Q2: 2,684 shares; 2025Q3: 2,578 shares; 2025Q4: 2,422 shares; 2026Q1: 2,564 shares 2,564 $235K 0.05% +142 Timeline NEAR 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: restricted; 2024Q4: 4,708 shares; 2025Q1: 4,708 shares; 2025Q2: 4,708 shares; 2025Q3: 4,605 shares; 2025Q4: 4,605 shares; 2026Q1: 4,605 shares 4,605 $234K 0.05% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,250 shares; 2025Q1: 4,124 shares; 2025Q2: 3,954 shares; 2025Q3: 2,026 shares; 2025Q4: 1,583 shares; 2026Q1: 1,465 shares 1,465 $230K 0.05% -118 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,540 shares; 2025Q1: 5,633 shares; 2025Q2: 5,276 shares; 2025Q3: 3,045 shares; 2025Q4: 2,645 shares; 2026Q1: 2,225 shares 2,225 $229K 0.05% -420 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,630 shares; 2025Q3: 5,441 shares; 2025Q4: 5,362 shares; 2026Q1: 5,290 shares 5,290 $223K 0.05% -72 Timeline CCD CALAMOS DYNAMIC CONV & INCOM More: the full row for CALAMOS DYNAMIC CONV & INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,105 shares; 2025Q1: 11,952 shares; 2025Q2: 11,953 shares; 2025Q3: 10,140 shares; 2025Q4: 10,159 shares; 2026Q1: 10,408 shares 10,408 $222K 0.05% +249 Timeline NC NACCO INDS INC More: the full row for NACCO INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,147 shares; 2026Q1: 4,147 shares 4,147 $216K 0.05% 0 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,848 shares; 2025Q1: 1,797 shares; 2025Q2: 1,693 shares; 2025Q3: 1,740 shares; 2025Q4: 1,768 shares; 2026Q1: 1,786 shares 1,786 $213K 0.05% +18 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,430 shares; 2026Q1: 4,644 shares 4,644 $206K 0.05% +214 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,368 shares; 2025Q3: 1,368 shares; 2025Q4: 1,047 shares; 2026Q1: 1,047 shares 1,047 $206K 0.05% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,594 shares; 2026Q1: 1,594 shares 1,594 $204K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,717 shares; 2025Q1: 1,608 shares; 2025Q2: 1,481 shares; 2025Q3: 1,536 shares; 2025Q4: 1,400 shares; 2026Q1: 1,388 shares 1,388 $202K 0.05% -12 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: restricted; 2024Q4: 2,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,655 shares; 2026Q1: 1,614 shares 1,614 $201K 0.05% -41 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 150 shares; 2025Q2: 2,250 shares; 2025Q3: 2,250 shares; 2025Q4: 2,170 shares; 2026Q1: 2,170 shares 2,170 $200K 0.05% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,808 shares; 2025Q1: 14,808 shares; 2025Q2: 14,808 shares; 2025Q3: 14,808 shares; 2025Q4: 14,808 shares; 2026Q1: 14,808 shares 14,808 $166K 0.04% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,570 shares; 2026Q1: 10,505 shares 10,505 $131K 0.03% -3,065 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,026 shares; 2026Q1: 10,026 shares 10,026 $57.1K 0.01% 0 Timeline