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: restricted; 2024Q4: 10,595,895 shares; 2025Q1: 11,812,257 shares; 2025Q2: 12,781,699 shares; 2025Q3: 13,520,639 shares; 2025Q4: 13,914,954 shares; 2026Q1: 15,724,523 shares 15,724,523 $662M 9.83% +1,809,569 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: 332,083 shares; 2025Q1: 396,108 shares; 2025Q2: 430,143 shares; 2025Q3: 465,069 shares; 2025Q4: 688,831 shares; 2026Q1: 730,033 shares 730,033 $256M 3.8% +41,202 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: restricted; 2024Q4: 1,671,180 shares; 2025Q1: 2,694,401 shares; 2025Q2: 3,396,458 shares; 2025Q3: 4,002,899 shares; 2025Q4: 4,509,681 shares; 2026Q1: 5,246,327 shares 5,246,327 $253M 3.75% +736,646 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: restricted; 2024Q4: 1,909,521 shares; 2025Q1: 2,040,511 shares; 2025Q2: 2,148,340 shares; 2025Q3: 2,306,121 shares; 2025Q4: 2,604,385 shares; 2026Q1: 4,408,477 shares 4,408,477 $188M 2.79% +1,804,092 Timeline DFIC 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: 2,802,429 shares; 2025Q1: 3,254,844 shares; 2025Q2: 3,646,621 shares; 2025Q3: 3,947,017 shares; 2025Q4: 4,296,455 shares; 2026Q1: 4,552,460 shares 4,552,460 $173M 2.57% +256,005 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 658,494 shares; 2025Q1: 715,546 shares; 2025Q2: 1,177,252 shares; 2025Q3: 1,162,120 shares; 2025Q4: 1,224,259 shares; 2026Q1: 2,180,551 shares 2,180,551 $169M 2.51% +956,292 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 532,179 shares; 2025Q1: 1,429,319 shares; 2025Q2: 1,902,011 shares; 2025Q3: 2,302,455 shares; 2025Q4: 2,598,242 shares; 2026Q1: 3,891,947 shares 3,891,947 $153M 2.28% +1,293,705 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: restricted; 2024Q4: 1,677,344 shares; 2025Q1: 1,637,566 shares; 2025Q2: 1,657,077 shares; 2025Q3: 1,655,470 shares; 2025Q4: 1,649,140 shares; 2026Q1: 2,132,827 shares 2,132,827 $141M 2.1% +483,687 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: 1,518,825 shares; 2025Q1: 1,499,836 shares; 2025Q2: 1,534,506 shares; 2025Q3: 1,607,276 shares; 2025Q4: 1,653,788 shares; 2026Q1: 1,796,418 shares 1,796,418 $133M 1.98% +142,630 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,815,851 shares; 2025Q1: 1,698,621 shares; 2025Q2: 1,621,727 shares; 2025Q3: 1,512,690 shares; 2025Q4: 1,661,574 shares; 2026Q1: 1,655,982 shares 1,655,982 $130M 1.93% -5,592 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,263,137 shares; 2025Q1: 1,240,949 shares; 2025Q2: 1,282,443 shares; 2025Q3: 1,623,738 shares; 2025Q4: 1,735,240 shares; 2026Q1: 1,740,478 shares 1,740,478 $121M 1.8% +5,238 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,080,414 shares; 2025Q1: 1,266,007 shares; 2025Q2: 1,373,980 shares; 2025Q3: 1,671,450 shares; 2025Q4: 1,883,128 shares; 2026Q1: 1,959,368 shares 1,959,368 $116M 1.72% +76,240 Timeline DFGX 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: 327,261 shares; 2025Q1: 936,969 shares; 2025Q2: 1,348,633 shares; 2025Q3: 1,670,184 shares; 2025Q4: 1,935,630 shares; 2026Q1: 2,130,939 shares 2,130,939 $113M 1.68% +195,309 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,754 shares; 2025Q1: 125,999 shares; 2025Q2: 209,360 shares; 2025Q3: 254,583 shares; 2025Q4: 285,228 shares; 2026Q1: 330,603 shares 330,603 $106M 1.58% +45,375 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: restricted; 2024Q4: 88,229 shares; 2025Q1: 108,407 shares; 2025Q2: 99,230 shares; 2025Q3: 95,866 shares; 2025Q4: 108,892 shares; 2026Q1: 2,153,540 shares 2,153,540 $106M 1.57% +2,044,648 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: 1,259,301 shares; 2025Q1: 1,230,119 shares; 2025Q2: 1,209,385 shares; 2025Q3: 1,167,192 shares; 2025Q4: 1,145,849 shares; 2026Q1: 1,895,167 shares 1,895,167 $105M 1.56% +749,318 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: 78,509 shares; 2025Q1: 113,837 shares; 2025Q2: 184,366 shares; 2025Q3: 194,289 shares; 2025Q4: 254,471 shares; 2026Q1: 325,565 shares 325,565 $88M 1.31% +71,094 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: 208,268 shares; 2025Q1: 477,685 shares; 2025Q2: 657,632 shares; 2025Q3: 771,152 shares; 2025Q4: 854,577 shares; 2026Q1: 960,152 shares 960,152 $86.3M 1.28% +105,575 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: restricted; 2024Q4: 256,547 shares; 2025Q1: 409,567 shares; 2025Q2: 542,167 shares; 2025Q3: 632,451 shares; 2025Q4: 682,150 shares; 2026Q1: 757,248 shares 757,248 $69M 1.02% +75,098 Timeline DIHP 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: 274,810 shares; 2025Q1: 707,883 shares; 2025Q2: 930,719 shares; 2025Q3: 1,131,564 shares; 2025Q4: 1,280,570 shares; 2026Q1: 1,999,534 shares 1,999,534 $68.6M 1.02% +718,964 Timeline DFEM 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: 1,398,252 shares; 2025Q1: 1,358,092 shares; 2025Q2: 1,359,330 shares; 2025Q3: 1,334,738 shares; 2025Q4: 1,372,117 shares; 2026Q1: 1,657,178 shares 1,657,178 $64M 0.95% +285,061 Timeline DFNM 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: 552,649 shares; 2025Q1: 643,483 shares; 2025Q2: 611,392 shares; 2025Q3: 656,842 shares; 2025Q4: 681,896 shares; 2026Q1: 1,320,176 shares 1,320,176 $63.9M 0.95% +638,280 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: 13,281 shares; 2025Q1: 12,967 shares; 2025Q2: 50,281 shares; 2025Q3: 79,245 shares; 2025Q4: 84,439 shares; 2026Q1: 87,650 shares 87,650 $62.2M 0.92% +3,211 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: restricted; 2024Q4: 872,892 shares; 2025Q1: 1,060,948 shares; 2025Q2: 1,174,996 shares; 2025Q3: 1,157,500 shares; 2025Q4: 1,113,787 shares; 2026Q1: 1,612,850 shares 1,612,850 $59.6M 0.88% +499,063 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 407,144 shares; 2025Q1: 323,304 shares; 2025Q2: 327,444 shares; 2025Q3: 288,653 shares; 2025Q4: 241,091 shares; 2026Q1: 217,337 shares 217,337 $56.4M 0.84% -23,754 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: restricted; 2024Q4: 486,509 shares; 2025Q1: 485,458 shares; 2025Q2: 833,172 shares; 2025Q3: 821,903 shares; 2025Q4: 738,218 shares; 2026Q1: 1,074,939 shares 1,074,939 $54.7M 0.81% +336,721 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: 268,367 shares; 2025Q1: 719,582 shares; 2025Q2: 980,236 shares; 2025Q3: 1,178,511 shares; 2025Q4: 1,318,903 shares; 2026Q1: 1,464,732 shares 1,464,732 $54.7M 0.81% +145,829 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: 9,190 shares; 2025Q1: 26,491 shares; 2025Q2: 35,379 shares; 2025Q3: 56,990 shares; 2025Q4: 64,050 shares; 2026Q1: 81,788 shares 81,788 $53.4M 0.79% +17,738 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: 282,138 shares; 2025Q1: 380,837 shares; 2025Q2: 422,074 shares; 2025Q3: 446,632 shares; 2025Q4: 470,399 shares; 2026Q1: 489,839 shares 489,839 $52.8M 0.78% +19,440 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: 125,689 shares; 2025Q1: 319,588 shares; 2025Q2: 517,317 shares; 2025Q3: 662,537 shares; 2025Q4: 826,561 shares; 2026Q1: 1,122,430 shares 1,122,430 $52.2M 0.78% +295,869 Timeline ESGV 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: 95,671 shares; 2025Q1: 99,674 shares; 2025Q2: 102,206 shares; 2025Q3: 104,807 shares; 2025Q4: 244,585 shares; 2026Q1: 413,715 shares 413,715 $51.6M 0.77% +169,130 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: 72,390 shares; 2025Q1: 78,753 shares; 2025Q2: 79,821 shares; 2025Q3: 83,743 shares; 2025Q4: 102,628 shares; 2026Q1: 121,363 shares 121,363 $51.3M 0.76% +18,735 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: 72,555 shares; 2025Q1: 263,008 shares; 2025Q2: 317,608 shares; 2025Q3: 409,786 shares; 2025Q4: 447,787 shares; 2026Q1: 487,168 shares 487,168 $47.5M 0.71% +39,381 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,186,969 shares; 2025Q1: 1,719,141 shares; 2025Q2: 1,413,879 shares; 2025Q3: 1,194,324 shares; 2025Q4: 1,083,328 shares; 2026Q1: 974,951 shares 974,951 $47.1M 0.7% -108,377 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: 210,773 shares; 2025Q1: 196,335 shares; 2025Q2: 189,993 shares; 2025Q3: 204,461 shares; 2025Q4: 204,929 shares; 2026Q1: 228,625 shares 228,625 $46.7M 0.69% +23,696 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,754 shares; 2025Q1: 510,167 shares; 2025Q2: 837,816 shares; 2025Q3: 1,073,058 shares; 2025Q4: 1,336,604 shares; 2026Q1: 1,807,132 shares 1,807,132 $46.5M 0.69% +470,528 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: restricted; 2024Q4: 160,759 shares; 2025Q1: 166,241 shares; 2025Q2: 165,783 shares; 2025Q3: 158,107 shares; 2025Q4: 204,700 shares; 2026Q1: 1,113,561 shares 1,113,561 $46.5M 0.69% +908,861 Timeline ISTB 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: 37,905 shares; 2025Q1: 240,656 shares; 2025Q2: 390,604 shares; 2025Q3: 707,670 shares; 2025Q4: 814,422 shares; 2026Q1: 948,515 shares 948,515 $46.1M 0.68% +134,093 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: 273,018 shares; 2025Q1: 314,352 shares; 2025Q2: 332,223 shares; 2025Q3: 397,670 shares; 2025Q4: 411,059 shares; 2026Q1: 418,476 shares 418,476 $44.7M 0.66% +7,417 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,546 shares; 2025Q1: 145,393 shares; 2025Q2: 185,756 shares; 2025Q3: 230,445 shares; 2025Q4: 273,676 shares; 2026Q1: 355,648 shares 355,648 $43.6M 0.65% +81,972 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: 6,277 shares; 2025Q1: 6,831 shares; 2025Q2: 68,770 shares; 2025Q3: 280,579 shares; 2025Q4: 289,443 shares; 2026Q1: 275,353 shares 275,353 $42.7M 0.63% -14,090 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,315 shares; 2025Q1: 57,317 shares; 2025Q2: 77,374 shares; 2025Q3: 129,774 shares; 2025Q4: 135,255 shares; 2026Q1: 137,563 shares 137,563 $42.2M 0.63% +2,308 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,573 shares; 2025Q1: 59,585 shares; 2025Q2: 81,694 shares; 2025Q3: 136,564 shares; 2025Q4: 140,905 shares; 2026Q1: 142,227 shares 142,227 $40.5M 0.6% +1,322 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: 2,682 shares; 2025Q1: 11,463 shares; 2025Q2: 29,777 shares; 2025Q3: 41,900 shares; 2025Q4: 41,003 shares; 2026Q1: 74,750 shares 74,750 $36.9M 0.55% +33,747 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,479 shares; 2025Q1: 246,276 shares; 2025Q2: 461,736 shares; 2025Q3: 713,148 shares; 2025Q4: 1,181,289 shares; 2026Q1: 1,556,326 shares 1,556,326 $36.8M 0.55% +375,037 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: not reported; 2025Q1: not reported; 2025Q2: 20,304 shares; 2025Q3: 84,245 shares; 2025Q4: 84,491 shares; 2026Q1: 79,155 shares 79,155 $36.6M 0.54% -5,336 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: 58,936 shares; 2025Q1: 213,009 shares; 2025Q2: 313,146 shares; 2025Q3: 410,591 shares; 2025Q4: 520,429 shares; 2026Q1: 717,308 shares 717,308 $36M 0.53% +196,879 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 266,979 shares; 2025Q1: 203,095 shares; 2025Q2: 175,423 shares; 2025Q3: 152,590 shares; 2025Q4: 132,937 shares; 2026Q1: 125,583 shares 125,583 $34.5M 0.51% -7,354 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 145,736 shares; 2025Q3: 104,713 shares; 2025Q4: 144,294 shares; 2026Q1: 454,601 shares 454,601 $34.4M 0.51% +310,307 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,733 shares; 2025Q1: 236,528 shares; 2025Q2: 251,761 shares; 2025Q3: 327,930 shares; 2025Q4: 366,904 shares; 2026Q1: 461,190 shares 461,190 $33.6M 0.5% +94,286 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: 45,212 shares; 2025Q1: 45,122 shares; 2025Q2: 185,550 shares; 2025Q3: 602,063 shares; 2025Q4: 648,230 shares; 2026Q1: 665,721 shares 665,721 $33M 0.49% +17,491 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,235 shares; 2025Q3: 232,771 shares; 2025Q4: 262,335 shares; 2026Q1: 646,732 shares 646,732 $30.6M 0.45% +384,397 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 136,098 shares; 2025Q1: 131,783 shares; 2025Q2: 121,747 shares; 2025Q3: 367,170 shares; 2025Q4: 394,423 shares; 2026Q1: 375,495 shares 375,495 $29.9M 0.44% -18,928 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: 6,858 shares; 2025Q1: 10,025 shares; 2025Q2: 74,543 shares; 2025Q3: 76,272 shares; 2025Q4: 65,480 shares; 2026Q1: 87,462 shares 87,462 $29.7M 0.44% +21,982 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 237,702 shares; 2025Q1: 222,191 shares; 2025Q2: 243,421 shares; 2025Q3: 340,291 shares; 2025Q4: 360,867 shares; 2026Q1: 345,199 shares 345,199 $28.8M 0.43% -15,668 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: 31,865 shares; 2025Q1: 90,720 shares; 2025Q2: 93,208 shares; 2025Q3: 97,783 shares; 2025Q4: 103,578 shares; 2026Q1: 140,544 shares 140,544 $28.3M 0.42% +36,966 Timeline AVLV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,415 shares; 2025Q1: 119,827 shares; 2025Q2: 201,785 shares; 2025Q3: 250,049 shares; 2025Q4: 281,549 shares; 2026Q1: 325,246 shares 325,246 $27.8M 0.41% +43,697 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: 95,074 shares; 2025Q1: 121,905 shares; 2025Q2: 152,372 shares; 2025Q3: 199,216 shares; 2025Q4: 226,050 shares; 2026Q1: 285,866 shares 285,866 $27.6M 0.41% +59,816 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,385 shares; 2025Q1: 31,827 shares; 2025Q2: 26,953 shares; 2025Q3: 50,778 shares; 2025Q4: 51,155 shares; 2026Q1: 57,788 shares 57,788 $27.5M 0.41% +6,633 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: restricted; 2024Q4: 64,937 shares; 2025Q1: 60,680 shares; 2025Q2: 73,937 shares; 2025Q3: 72,714 shares; 2025Q4: 73,753 shares; 2026Q1: 351,534 shares 351,534 $27.1M 0.4% +277,781 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 269,848 shares; 2025Q1: 218,001 shares; 2025Q2: 196,264 shares; 2025Q3: 179,274 shares; 2025Q4: 168,745 shares; 2026Q1: 167,852 shares 167,852 $26.9M 0.4% -893 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: 3,805 shares; 2025Q1: 4,074 shares; 2025Q2: 37,648 shares; 2025Q3: 37,880 shares; 2025Q4: 35,719 shares; 2026Q1: 40,291 shares 40,291 $26.1M 0.39% +4,572 Timeline SPIB 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: 37,373 shares; 2025Q1: 214,386 shares; 2025Q2: 356,213 shares; 2025Q3: 449,832 shares; 2025Q4: 561,093 shares; 2026Q1: 742,076 shares 742,076 $25M 0.37% +180,983 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: 300,051 shares; 2025Q1: 337,840 shares; 2025Q2: 365,872 shares; 2025Q3: 389,615 shares; 2025Q4: 434,264 shares; 2026Q1: 477,945 shares 477,945 $24.1M 0.36% +43,681 Timeline VSGX 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: 110,069 shares; 2025Q1: 101,464 shares; 2025Q2: 92,933 shares; 2025Q3: 84,522 shares; 2025Q4: 156,741 shares; 2026Q1: 304,114 shares 304,114 $24M 0.36% +147,373 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: restricted; 2024Q4: 106,675 shares; 2025Q1: 104,085 shares; 2025Q2: 114,703 shares; 2025Q3: 102,871 shares; 2025Q4: 153,105 shares; 2026Q1: 610,144 shares 610,144 $23.1M 0.34% +457,039 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 83,861 shares; 2025Q3: 338,382 shares; 2025Q4: 347,881 shares; 2026Q1: 382,573 shares 382,573 $22.1M 0.33% +34,692 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: 242,902 shares; 2025Q1: 213,479 shares; 2025Q2: 175,564 shares; 2025Q3: 169,352 shares; 2025Q4: 181,727 shares; 2026Q1: 194,908 shares 194,908 $20.9M 0.31% +13,181 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: restricted; 2024Q4: 190,561 shares; 2025Q1: 189,041 shares; 2025Q2: 170,903 shares; 2025Q3: 170,485 shares; 2025Q4: 173,402 shares; 2026Q1: 172,697 shares 172,697 $20.8M 0.31% -705 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: 18,370 shares; 2025Q1: 24,770 shares; 2025Q2: 25,851 shares; 2025Q3: 38,807 shares; 2025Q4: 46,456 shares; 2026Q1: 141,022 shares 141,022 $20.7M 0.31% +94,566 Timeline JSCP 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 449,839 shares; 2025Q4: 462,858 shares; 2026Q1: 430,656 shares 430,656 $20.4M 0.3% -32,202 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: restricted; 2024Q4: 16,170 shares; 2025Q1: 17,819 shares; 2025Q2: 25,245 shares; 2025Q3: 27,841 shares; 2025Q4: 29,240 shares; 2026Q1: 42,139 shares 42,139 $20M 0.3% +12,899 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,652 shares; 2025Q3: 117,575 shares; 2025Q4: 140,338 shares; 2026Q1: 411,563 shares 411,563 $20M 0.3% +271,225 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: 27,066 shares; 2025Q1: 36,220 shares; 2025Q2: 37,313 shares; 2025Q3: 39,519 shares; 2025Q4: 45,356 shares; 2026Q1: 76,555 shares 76,555 $19.2M 0.28% +31,199 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 485,112 shares; 2025Q1: 469,607 shares; 2025Q2: 439,854 shares; 2025Q3: 395,091 shares; 2025Q4: 403,232 shares; 2026Q1: 379,888 shares 379,888 $19.1M 0.28% -23,344 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 204,519 shares 204,519 $18.7M 0.28% new Timeline IBTG 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: 15,547 shares; 2025Q1: 368,024 shares; 2025Q2: 424,481 shares; 2025Q3: 477,386 shares; 2025Q4: 766,927 shares; 2026Q1: 776,694 shares 776,694 $17.8M 0.26% +9,767 Timeline DFSU 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: 146,728 shares; 2025Q1: 198,694 shares; 2025Q2: 217,472 shares; 2025Q3: 248,432 shares; 2025Q4: 294,691 shares; 2026Q1: 395,443 shares 395,443 $17.8M 0.26% +100,752 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: 8,515 shares; 2025Q1: 12,820 shares; 2025Q2: 42,075 shares; 2025Q3: 44,487 shares; 2025Q4: 37,976 shares; 2026Q1: 51,958 shares 51,958 $17.8M 0.26% +13,982 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: 40,028 shares; 2025Q1: 39,759 shares; 2025Q2: 62,874 shares; 2025Q3: 155,087 shares; 2025Q4: 156,177 shares; 2026Q1: 148,555 shares 148,555 $17.5M 0.26% -7,622 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: restricted; 2024Q4: 179,105 shares; 2025Q1: 174,606 shares; 2025Q2: 171,012 shares; 2025Q3: 192,846 shares; 2025Q4: 202,986 shares; 2026Q1: 199,519 shares 199,519 $16.7M 0.25% -3,467 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,589 shares; 2025Q1: 56,372 shares; 2025Q2: 44,658 shares; 2025Q3: 73,272 shares; 2025Q4: 71,858 shares; 2026Q1: 72,397 shares 72,397 $16.4M 0.24% +539 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: 148,171 shares; 2025Q1: 113,352 shares; 2025Q2: 98,353 shares; 2025Q3: 86,619 shares; 2025Q4: 79,802 shares; 2026Q1: 77,243 shares 77,243 $16M 0.24% -2,559 Timeline BBAG 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: 53,178 shares; 2025Q1: 39,631 shares; 2025Q2: 105,909 shares; 2025Q3: 366,095 shares; 2025Q4: 368,751 shares; 2026Q1: 344,819 shares 344,819 $16M 0.24% -23,932 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: restricted; 2024Q4: 127,740 shares; 2025Q1: 172,685 shares; 2025Q2: 175,241 shares; 2025Q3: 200,724 shares; 2025Q4: 223,174 shares; 2026Q1: 271,647 shares 271,647 $15.9M 0.24% +48,473 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,352 shares; 2025Q1: 16,338 shares; 2025Q2: 24,463 shares; 2025Q3: 24,747 shares; 2025Q4: 49,868 shares; 2026Q1: 428,670 shares 428,670 $15.9M 0.24% +378,802 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,373 shares; 2025Q1: 16,952 shares; 2025Q2: 17,174 shares; 2025Q3: 8,163 shares; 2025Q4: 192,483 shares; 2026Q1: 202,302 shares 202,302 $15.7M 0.23% +9,819 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: 72,158 shares; 2025Q1: 63,339 shares; 2025Q2: 64,066 shares; 2025Q3: 65,073 shares; 2025Q4: 60,684 shares; 2026Q1: 64,028 shares 64,028 $14.9M 0.22% +3,344 Timeline IYY 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: 85,858 shares; 2026Q1: 84,787 shares 84,787 $14.7M 0.22% -1,071 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 229,221 shares 229,221 $14.2M 0.21% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,790 shares; 2025Q3: 126,231 shares; 2025Q4: 128,579 shares; 2026Q1: 123,032 shares 123,032 $13.5M 0.2% -5,547 Timeline DFSI 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: 113,362 shares; 2025Q1: 145,116 shares; 2025Q2: 154,343 shares; 2025Q3: 191,760 shares; 2025Q4: 212,458 shares; 2026Q1: 289,911 shares 289,911 $13.3M 0.2% +77,453 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: 61,685 shares; 2025Q1: 62,191 shares; 2025Q2: 60,690 shares; 2025Q3: 62,261 shares; 2025Q4: 61,809 shares; 2026Q1: 58,280 shares 58,280 $13.3M 0.2% -3,529 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,305 shares; 2025Q1: not reported; 2025Q2: 17,743 shares; 2025Q3: 70,747 shares; 2025Q4: 72,598 shares; 2026Q1: 68,123 shares 68,123 $13.1M 0.19% -4,475 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: 41,788 shares; 2025Q1: 51,820 shares; 2025Q2: 49,377 shares; 2025Q3: 187,574 shares; 2025Q4: 179,969 shares; 2026Q1: 162,808 shares 162,808 $12.7M 0.19% -17,161 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: 37,105 shares; 2025Q1: 42,575 shares; 2025Q2: 54,945 shares; 2025Q3: 59,667 shares; 2025Q4: 62,703 shares; 2026Q1: 212,510 shares 212,510 $12.2M 0.18% +149,807 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 530,221 shares; 2025Q1: 401,492 shares; 2025Q2: 338,287 shares; 2025Q3: 291,479 shares; 2025Q4: 260,903 shares; 2026Q1: 246,347 shares 246,347 $11.9M 0.18% -14,556 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: 51,666 shares; 2025Q1: 72,433 shares; 2025Q2: 67,682 shares; 2025Q3: 79,153 shares; 2025Q4: 81,456 shares; 2026Q1: 86,588 shares 86,588 $11.7M 0.17% +5,132 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 457,947 shares; 2025Q1: 344,465 shares; 2025Q2: 295,661 shares; 2025Q3: 254,986 shares; 2025Q4: 235,416 shares; 2026Q1: 221,970 shares 221,970 $11.7M 0.17% -13,446 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: 9,607 shares; 2025Q1: 12,696 shares; 2025Q2: 22,284 shares; 2025Q3: 23,089 shares; 2025Q4: 22,180 shares; 2026Q1: 37,770 shares 37,770 $11.7M 0.17% +15,590 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,419 shares; 2026Q1: 277,762 shares 277,762 $11.6M 0.17% +272,343 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: restricted; 2024Q4: 68,972 shares; 2025Q1: 87,890 shares; 2025Q2: 98,127 shares; 2025Q3: 108,268 shares; 2025Q4: 127,508 shares; 2026Q1: 143,283 shares 143,283 $11.4M 0.17% +15,775 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR 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: 17,403 shares; 2025Q3: 190,402 shares; 2025Q4: 216,036 shares; 2026Q1: 246,253 shares 246,253 $11.3M 0.17% +30,217 Timeline SPTS 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 387,348 shares 387,348 $11.3M 0.17% new Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,638 shares; 2025Q3: 171,611 shares; 2025Q4: 195,167 shares; 2026Q1: 220,010 shares 220,010 $11.1M 0.17% +24,843 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: 114,965 shares; 2025Q1: 100,965 shares; 2025Q2: 95,998 shares; 2025Q3: 84,698 shares; 2025Q4: 79,606 shares; 2026Q1: 71,834 shares 71,834 $11.1M 0.16% -7,772 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194,311 shares; 2025Q1: 192,080 shares; 2025Q2: 195,734 shares; 2025Q3: 211,382 shares; 2025Q4: 215,782 shares; 2026Q1: 225,921 shares 225,921 $10.8M 0.16% +10,139 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: 10,137 shares; 2025Q1: 10,218 shares; 2025Q2: 12,323 shares; 2025Q3: 106,542 shares; 2025Q4: 105,220 shares; 2026Q1: 81,311 shares 81,311 $10.4M 0.15% -23,909 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 790 shares; 2025Q1: 986 shares; 2025Q2: 16,488 shares; 2025Q3: 16,488 shares; 2025Q4: 16,376 shares; 2026Q1: 31,808 shares 31,808 $10.4M 0.15% +15,432 Timeline PBFR PGIM ROCK ETF TR More: the full row for PGIM ROCK 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 346,136 shares 346,136 $10.4M 0.15% new 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: 264,526 shares; 2025Q1: 198,936 shares; 2025Q2: 167,403 shares; 2025Q3: 141,035 shares; 2025Q4: 118,822 shares; 2026Q1: 109,218 shares 109,218 $10.4M 0.15% -9,604 Timeline IBB 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: 57,594 shares; 2026Q1: 57,940 shares 57,940 $10.2M 0.15% +346 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 92,301 shares; 2025Q1: 99,626 shares; 2025Q2: 109,714 shares; 2025Q3: 114,526 shares; 2025Q4: 122,591 shares; 2026Q1: 137,577 shares 137,577 $10.1M 0.15% +14,986 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: 24,335 shares; 2025Q1: 27,649 shares; 2025Q2: 28,828 shares; 2025Q3: 30,487 shares; 2025Q4: 31,417 shares; 2026Q1: 43,153 shares 43,153 $10.1M 0.15% +11,736 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,560 shares; 2025Q1: 98,200 shares; 2025Q2: 131,176 shares; 2025Q3: 144,956 shares; 2025Q4: 161,683 shares; 2026Q1: 388,192 shares 388,192 $10M 0.15% +226,509 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,693 shares; 2025Q1: 30,268 shares; 2025Q2: 38,114 shares; 2025Q3: 36,164 shares; 2025Q4: 121,875 shares; 2026Q1: 119,446 shares 119,446 $9.75M 0.14% -2,429 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 653 shares; 2025Q2: 16,246 shares; 2025Q3: 16,680 shares; 2025Q4: 17,371 shares; 2026Q1: 18,503 shares 18,503 $9.65M 0.14% +1,132 Timeline DFIP 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: 146,255 shares; 2025Q1: 166,051 shares; 2025Q2: 167,513 shares; 2025Q3: 173,633 shares; 2025Q4: 188,708 shares; 2026Q1: 227,411 shares 227,411 $9.59M 0.14% +38,703 Timeline DFGR 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: 288,548 shares; 2025Q1: 244,636 shares; 2025Q2: 258,996 shares; 2025Q3: 280,865 shares; 2025Q4: 323,640 shares; 2026Q1: 330,207 shares 330,207 $9.57M 0.14% +6,567 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 335,980 shares; 2025Q2: 346,258 shares; 2025Q3: 381,871 shares; 2025Q4: 377,553 shares; 2026Q1: 353,319 shares 353,319 $9.32M 0.14% -24,234 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: 172,544 shares; 2025Q1: 148,318 shares; 2025Q2: 141,072 shares; 2025Q3: 132,225 shares; 2025Q4: 122,155 shares; 2026Q1: 117,263 shares 117,263 $9.22M 0.14% -4,892 Timeline IBTH 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: 15,931 shares; 2025Q1: 97,116 shares; 2025Q2: 175,439 shares; 2025Q3: 217,257 shares; 2025Q4: 394,615 shares; 2026Q1: 410,722 shares 410,722 $9.21M 0.14% +16,107 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,303 shares; 2025Q1: 28,399 shares; 2025Q2: 28,871 shares; 2025Q3: 28,528 shares; 2025Q4: 26,466 shares; 2026Q1: 27,082 shares 27,082 $9.11M 0.14% +616 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: 19,236 shares; 2025Q1: 19,521 shares; 2025Q2: 205,930 shares; 2025Q3: 58,309 shares; 2025Q4: 54,544 shares; 2026Q1: 178,320 shares 178,320 $9.02M 0.13% +123,776 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,026 shares; 2025Q1: 34,626 shares; 2025Q2: 38,695 shares; 2025Q3: 37,243 shares; 2025Q4: 55,537 shares; 2026Q1: 57,225 shares 57,225 $8.63M 0.13% +1,688 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,145 shares; 2025Q1: 9,463 shares; 2025Q2: 8,893 shares; 2025Q3: 9,143 shares; 2025Q4: 18,164 shares; 2026Q1: 19,240 shares 19,240 $8.58M 0.13% +1,076 Timeline DFSB 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: 67,277 shares; 2025Q1: 78,640 shares; 2025Q2: 85,659 shares; 2025Q3: 109,449 shares; 2025Q4: 128,555 shares; 2026Q1: 159,046 shares 159,046 $8.31M 0.12% +30,491 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,429 shares; 2025Q1: 6,432 shares; 2025Q2: 6,190 shares; 2025Q3: 6,192 shares; 2025Q4: 26,542 shares; 2026Q1: 20,496 shares 20,496 $8.29M 0.12% -6,046 Timeline ITOT 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: 32,280 shares; 2025Q1: 48,091 shares; 2025Q2: 43,476 shares; 2025Q3: 43,486 shares; 2025Q4: 43,414 shares; 2026Q1: 52,132 shares 52,132 $8.11M 0.12% +8,718 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,063 shares; 2025Q1: 83,896 shares; 2025Q2: 83,813 shares; 2025Q3: 79,129 shares; 2025Q4: 79,480 shares; 2026Q1: 77,910 shares 77,910 $8.02M 0.12% -1,570 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: 8,132 shares; 2025Q1: 16,238 shares; 2025Q2: 17,183 shares; 2025Q3: 19,085 shares; 2025Q4: 20,203 shares; 2026Q1: 62,621 shares 62,621 $7.98M 0.12% +42,418 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 168,224 shares; 2025Q1: 173,826 shares; 2025Q2: 165,460 shares; 2025Q3: 180,871 shares; 2025Q4: 159,273 shares; 2026Q1: 155,608 shares 155,608 $7.75M 0.12% -3,665 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: 109,940 shares; 2025Q1: 108,335 shares; 2025Q2: 108,353 shares; 2025Q3: 107,931 shares; 2025Q4: 107,656 shares; 2026Q1: 103,308 shares 103,308 $7.69M 0.11% -4,348 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 184,339 shares 184,339 $7.29M 0.11% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3 shares; 2025Q2: 10 shares; 2025Q3: 10 shares; 2025Q4: 10 shares; 2026Q1: 10 shares 10 $7.12M 0.11% 0 Timeline SUSB 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: 220,041 shares; 2025Q1: 219,793 shares; 2025Q2: 226,647 shares; 2025Q3: 234,704 shares; 2025Q4: 260,094 shares; 2026Q1: 281,388 shares 281,388 $7.08M 0.11% +21,294 Timeline VIGI 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,397 shares 74,397 $6.98M 0.1% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,910 shares; 2025Q1: 12,910 shares; 2025Q2: 13,035 shares; 2025Q3: 12,954 shares; 2025Q4: 16,209 shares; 2026Q1: 17,927 shares 17,927 $6.97M 0.1% +1,718 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: 1,782 shares; 2025Q1: 2,989 shares; 2025Q2: 15,629 shares; 2025Q3: 16,157 shares; 2025Q4: 17,186 shares; 2026Q1: 21,592 shares 21,592 $6.85M 0.1% +4,406 Timeline QLTY GMO ETF TRUST More: the full row for GMO 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: 171,105 shares 171,105 $6.8M 0.1% new Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 134,164 shares 134,164 $6.7M 0.1% new Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,462 shares; 2026Q1: 65,504 shares 65,504 $6.64M 0.1% +15,042 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,992 shares; 2025Q1: 4,349 shares; 2025Q2: 27,278 shares; 2025Q3: 28,683 shares; 2025Q4: 28,264 shares; 2026Q1: 42,037 shares 42,037 $6.63M 0.1% +13,773 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 144,371 shares; 2025Q1: 112,138 shares; 2025Q2: 95,223 shares; 2025Q3: 80,810 shares; 2025Q4: 72,665 shares; 2026Q1: 67,350 shares 67,350 $6.54M 0.1% -5,315 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,723 shares 75,723 $6.22M 0.09% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS 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: 17,786 shares 17,786 $6.07M 0.09% new 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: restricted; 2024Q4: 1,549 shares; 2025Q1: 1,478 shares; 2025Q2: 2,123 shares; 2025Q3: 2,196 shares; 2025Q4: 5,394 shares; 2026Q1: 8,389 shares 8,389 $5.98M 0.09% +2,995 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 782,878 shares; 2025Q1: 452,016 shares; 2025Q2: 356,834 shares; 2025Q3: 284,838 shares; 2025Q4: 260,847 shares; 2026Q1: 239,922 shares 239,922 $5.83M 0.09% -20,925 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,792 shares 28,792 $5.77M 0.09% new Timeline VGIT 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: restricted; 2024Q4: 153,930 shares; 2025Q1: 161,356 shares; 2025Q2: 130,082 shares; 2025Q3: 99,268 shares; 2025Q4: 95,356 shares; 2026Q1: 94,863 shares 94,863 $5.67M 0.08% -493 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,754 shares; 2025Q3: 127,655 shares; 2025Q4: 144,481 shares; 2026Q1: 165,606 shares 165,606 $5.65M 0.08% +21,125 Timeline VTEI VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 52,050 shares; 2026Q1: 55,664 shares 55,664 $5.62M 0.08% +3,614 Timeline JIRE 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 68,951 shares 68,951 $5.61M 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,508 shares 45,508 $5.56M 0.08% new 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: restricted; 2024Q4: 10,476 shares; 2025Q1: 10,658 shares; 2025Q2: 11,366 shares; 2025Q3: 11,424 shares; 2025Q4: 18,336 shares; 2026Q1: 19,988 shares 19,988 $5.51M 0.08% +1,652 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,465 shares; 2025Q1: 68,366 shares; 2025Q2: 71,103 shares; 2025Q3: 77,389 shares; 2025Q4: 84,018 shares; 2026Q1: 107,468 shares 107,468 $5.51M 0.08% +23,450 Timeline PFFD 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: 66,502 shares; 2025Q3: 292,962 shares; 2025Q4: 294,674 shares; 2026Q1: 283,436 shares 283,436 $5.37M 0.08% -11,238 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,995 shares; 2025Q1: 22,596 shares; 2025Q2: 22,149 shares; 2025Q3: 22,761 shares; 2025Q4: 27,623 shares; 2026Q1: 33,498 shares 33,498 $5.28M 0.08% +5,875 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144,506 shares 144,506 $5.26M 0.08% new Timeline JPLD 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 99,726 shares 99,726 $5.21M 0.08% new 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: 135,649 shares; 2025Q1: 100,408 shares; 2025Q2: 84,922 shares; 2025Q3: 72,826 shares; 2025Q4: 62,238 shares; 2026Q1: 55,707 shares 55,707 $5.2M 0.08% -6,531 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 838 shares; 2025Q1: 3,293 shares; 2025Q2: 3,297 shares; 2025Q3: 3,553 shares; 2025Q4: 3,803 shares; 2026Q1: 6,367 shares 6,367 $5.06M 0.08% +2,564 Timeline DUSB 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: 14,782 shares; 2025Q2: 14,782 shares; 2025Q3: 7,889 shares; 2025Q4: 21,289 shares; 2026Q1: 94,182 shares 94,182 $4.79M 0.07% +72,893 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: 2,532 shares; 2025Q1: 3,560 shares; 2025Q2: 3,950 shares; 2025Q3: 4,963 shares; 2025Q4: 5,732 shares; 2026Q1: 6,852 shares 6,852 $4.72M 0.07% +1,120 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,217 shares; 2025Q1: 72,195 shares; 2025Q2: 69,005 shares; 2025Q3: 69,233 shares; 2025Q4: 67,287 shares; 2026Q1: 88,536 shares 88,536 $4.67M 0.07% +21,249 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,801 shares; 2025Q1: 16,800 shares; 2025Q2: 16,815 shares; 2025Q3: 16,823 shares; 2025Q4: 16,831 shares; 2026Q1: 16,838 shares 16,838 $4.61M 0.07% +7 Timeline JEPQ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 78,395 shares 78,395 $4.6M 0.07% 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: 20,178 shares; 2025Q1: 20,178 shares; 2025Q2: 49,530 shares; 2025Q3: 53,236 shares; 2025Q4: 50,518 shares; 2026Q1: 47,669 shares 47,669 $4.58M 0.07% -2,849 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 254,565 shares; 2026Q1: 247,993 shares 247,993 $4.55M 0.07% -6,572 Timeline DFSE 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: 37,005 shares; 2025Q1: 47,847 shares; 2025Q2: 51,928 shares; 2025Q3: 67,961 shares; 2025Q4: 78,019 shares; 2026Q1: 95,547 shares 95,547 $4.54M 0.07% +17,528 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: 2,950 shares; 2025Q1: 3,005 shares; 2025Q2: 3,000 shares; 2025Q3: 3,109 shares; 2025Q4: 3,218 shares; 2026Q1: 4,472 shares 4,472 $4.47M 0.07% +1,254 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,773 shares; 2025Q1: 8,726 shares; 2025Q2: 8,294 shares; 2025Q3: 8,278 shares; 2025Q4: 145,291 shares; 2026Q1: 141,859 shares 141,859 $4.46M 0.07% -3,432 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: 5,664 shares; 2025Q1: 6,225 shares; 2025Q2: 6,329 shares; 2025Q3: 6,695 shares; 2025Q4: 6,649 shares; 2026Q1: 12,699 shares 12,699 $4.44M 0.07% +6,050 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: 9,470 shares; 2025Q1: 10,855 shares; 2025Q2: 11,347 shares; 2025Q3: 13,926 shares; 2025Q4: 14,701 shares; 2026Q1: 37,137 shares 37,137 $4.42M 0.07% +22,436 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 199,751 shares; 2025Q1: 149,158 shares; 2025Q2: 125,379 shares; 2025Q3: 105,420 shares; 2025Q4: 92,930 shares; 2026Q1: 87,742 shares 87,742 $4.36M 0.06% -5,188 Timeline IBTI 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: 16,072 shares; 2025Q1: 71,313 shares; 2025Q2: 90,433 shares; 2025Q3: 111,538 shares; 2025Q4: 169,013 shares; 2026Q1: 194,701 shares 194,701 $4.34M 0.06% +25,688 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: restricted; 2024Q4: 8,071 shares; 2025Q1: 8,827 shares; 2025Q2: 9,170 shares; 2025Q3: 9,694 shares; 2025Q4: 10,257 shares; 2026Q1: 20,298 shares 20,298 $4.23M 0.06% +10,041 Timeline SHM 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: 148,030 shares; 2025Q1: 127,642 shares; 2025Q2: 120,925 shares; 2025Q3: 91,568 shares; 2025Q4: 87,260 shares; 2026Q1: 87,302 shares 87,302 $4.19M 0.06% +42 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: not reported; 2025Q2: not reported; 2025Q3: 121,944 shares; 2025Q4: 125,200 shares; 2026Q1: 118,015 shares 118,015 $4.14M 0.06% -7,185 Timeline IGF 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: 62,440 shares; 2026Q1: 61,179 shares 61,179 $4.13M 0.06% -1,261 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: 8,618 shares; 2025Q1: 10,477 shares; 2025Q2: 14,680 shares; 2025Q3: 16,225 shares; 2025Q4: 17,239 shares; 2026Q1: 22,294 shares 22,294 $4.1M 0.06% +5,055 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: 5,843 shares; 2025Q1: 7,199 shares; 2025Q2: 11,950 shares; 2025Q3: 11,757 shares; 2025Q4: 10,844 shares; 2026Q1: 13,170 shares 13,170 $4.1M 0.06% +2,326 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 151,956 shares 151,956 $4.02M 0.06% new 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: restricted; 2024Q4: 1,178 shares; 2025Q1: 9,591 shares; 2025Q2: 9,461 shares; 2025Q3: 9,894 shares; 2025Q4: 12,678 shares; 2026Q1: 15,898 shares 15,898 $3.99M 0.06% +3,220 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: 7,799 shares; 2025Q1: 7,349 shares; 2025Q2: 10,764 shares; 2025Q3: 13,021 shares; 2025Q4: 38,131 shares; 2026Q1: 39,885 shares 39,885 $3.86M 0.06% +1,754 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,212 shares; 2025Q1: 5,561 shares; 2025Q2: 5,711 shares; 2025Q3: 6,410 shares; 2025Q4: 6,455 shares; 2026Q1: 6,512 shares 6,512 $3.84M 0.06% +57 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,598 shares; 2025Q1: 1,749 shares; 2025Q2: 1,831 shares; 2025Q3: 2,091 shares; 2025Q4: 3,174 shares; 2026Q1: 4,137 shares 4,137 $3.84M 0.06% +963 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: restricted; 2024Q4: 40,500 shares; 2025Q1: 40,500 shares; 2025Q2: 40,800 shares; 2025Q3: 108,134 shares; 2025Q4: 107,087 shares; 2026Q1: 117,170 shares 117,170 $3.82M 0.06% +10,083 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,948 shares; 2025Q1: 6,592 shares; 2025Q2: 7,566 shares; 2025Q3: 8,686 shares; 2025Q4: 8,778 shares; 2026Q1: 14,985 shares 14,985 $3.8M 0.06% +6,207 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,082 shares; 2025Q1: 35,077 shares; 2025Q2: 36,509 shares; 2025Q3: 36,617 shares; 2025Q4: 36,612 shares; 2026Q1: 36,857 shares 36,857 $3.75M 0.06% +245 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,112 shares; 2025Q1: 889 shares; 2025Q2: 1,184 shares; 2025Q3: 1,295 shares; 2025Q4: 1,485 shares; 2026Q1: 5,636 shares 5,636 $3.75M 0.06% +4,151 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS 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: 7,246 shares; 2025Q3: 7,241 shares; 2025Q4: 5,855 shares; 2026Q1: 5,997 shares 5,997 $3.73M 0.06% +142 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: 3,741 shares; 2025Q1: 4,399 shares; 2025Q2: 4,427 shares; 2025Q3: 5,160 shares; 2025Q4: 5,072 shares; 2026Q1: 9,292 shares 9,292 $3.72M 0.06% +4,220 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: not reported; 2025Q1: not reported; 2025Q2: 20,400 shares; 2025Q3: 27,747 shares; 2025Q4: 32,997 shares; 2026Q1: 40,489 shares 40,489 $3.7M 0.05% +7,492 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: 11,679 shares; 2025Q1: 14,462 shares; 2025Q2: 15,787 shares; 2025Q3: 17,083 shares; 2025Q4: 17,033 shares; 2026Q1: 25,136 shares 25,136 $3.69M 0.05% +8,103 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,537 shares; 2025Q1: 31,011 shares; 2025Q2: 33,736 shares; 2025Q3: 38,613 shares; 2025Q4: 38,543 shares; 2026Q1: 44,954 shares 44,954 $3.66M 0.05% +6,411 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: 1,863 shares; 2025Q1: 1,729 shares; 2025Q2: 2,159 shares; 2025Q3: 4,713 shares; 2025Q4: 5,014 shares; 2026Q1: 10,877 shares 10,877 $3.65M 0.05% +5,863 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,280 shares; 2025Q1: 68,709 shares; 2025Q2: 70,033 shares; 2025Q3: 69,274 shares; 2025Q4: 71,535 shares; 2026Q1: 71,387 shares 71,387 $3.64M 0.05% -148 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: 30,771 shares; 2025Q1: 38,901 shares; 2025Q2: 41,367 shares; 2025Q3: 40,486 shares; 2025Q4: 40,999 shares; 2026Q1: 42,774 shares 42,774 $3.58M 0.05% +1,775 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 96,450 shares; 2025Q2: 92,054 shares; 2025Q3: 99,875 shares; 2025Q4: 98,684 shares; 2026Q1: 96,777 shares 96,777 $3.56M 0.05% -1,907 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: 1,196 shares; 2025Q1: 1,050 shares; 2025Q2: 1,050 shares; 2025Q3: 1,052 shares; 2025Q4: 5,498 shares; 2026Q1: 5,344 shares 5,344 $3.56M 0.05% -154 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: 4,533 shares; 2025Q1: 7,557 shares; 2025Q2: 7,735 shares; 2025Q3: 8,355 shares; 2025Q4: 9,876 shares; 2026Q1: 38,156 shares 38,156 $3.51M 0.05% +28,280 Timeline VTHR 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,269 shares; 2025Q3: 4,273 shares; 2025Q4: 4,339 shares; 2026Q1: 11,064 shares 11,064 $3.47M 0.05% +6,725 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,908 shares; 2025Q1: 53,278 shares; 2025Q2: 50,276 shares; 2025Q3: 49,202 shares; 2025Q4: 39,664 shares; 2026Q1: 41,955 shares 41,955 $3.47M 0.05% +2,291 Timeline EEMV 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: 107,516 shares; 2025Q1: 81,626 shares; 2025Q2: 69,864 shares; 2025Q3: 60,336 shares; 2025Q4: 53,753 shares; 2026Q1: 47,782 shares 47,782 $3.38M 0.05% -5,971 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,069 shares; 2025Q2: 1,592 shares; 2025Q3: 1,861 shares; 2025Q4: 2,020 shares; 2026Q1: 5,674 shares 5,674 $3.36M 0.05% +3,654 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,001 shares 22,001 $3.27M 0.05% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,956 shares; 2025Q1: 3,264 shares; 2025Q2: 3,855 shares; 2025Q3: 5,126 shares; 2025Q4: 5,916 shares; 2026Q1: 8,031 shares 8,031 $3.26M 0.05% +2,115 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,350 shares; 2025Q1: 4,975 shares; 2025Q2: 6,309 shares; 2025Q3: 6,890 shares; 2025Q4: 11,065 shares; 2026Q1: 16,521 shares 16,521 $3.25M 0.05% +5,456 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,299 shares; 2025Q1: 10,299 shares; 2025Q2: 10,299 shares; 2025Q3: 88,433 shares; 2025Q4: 106,932 shares; 2026Q1: 112,680 shares 112,680 $3.15M 0.05% +5,748 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS 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: 195,133 shares; 2025Q4: 178,552 shares; 2026Q1: 132,849 shares 132,849 $3.14M 0.05% -45,703 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: 8,868 shares; 2025Q1: 21,890 shares; 2025Q2: 22,126 shares; 2025Q3: 21,591 shares; 2025Q4: 21,692 shares; 2026Q1: 34,931 shares 34,931 $3.13M 0.05% +13,239 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: 6,416 shares; 2025Q1: 9,016 shares; 2025Q2: 9,762 shares; 2025Q3: 10,417 shares; 2025Q4: 11,449 shares; 2026Q1: 17,745 shares 17,745 $3.11M 0.05% +6,296 Timeline DRTS ALPHA TAU MEDICAL LTD More: the full row for ALPHA TAU MEDICAL LTD 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: 382,284 shares; 2026Q1: 382,284 shares 382,284 $3.07M 0.05% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,187 shares; 2025Q4: 44,146 shares; 2026Q1: 45,467 shares 45,467 $3.07M 0.05% +1,321 Timeline CALI 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: not reported; 2026Q1: 60,738 shares 60,738 $3.07M 0.05% new Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,570 shares; 2025Q1: 1,571 shares; 2025Q2: 2,515 shares; 2025Q3: 2,495 shares; 2025Q4: 13,058 shares; 2026Q1: 19,736 shares 19,736 $3.05M 0.05% +6,678 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: restricted; 2024Q4: 8,672 shares; 2025Q1: 10,196 shares; 2025Q2: 9,544 shares; 2025Q3: 9,971 shares; 2025Q4: 9,867 shares; 2026Q1: 13,629 shares 13,629 $3.04M 0.05% +3,762 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 387 shares; 2025Q1: 398 shares; 2025Q2: 2,951 shares; 2025Q3: 3,013 shares; 2025Q4: 3,009 shares; 2026Q1: 3,058 shares 3,058 $3.02M 0.04% +49 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,190 shares; 2025Q1: 9,509 shares; 2025Q2: 19,904 shares; 2025Q3: 20,320 shares; 2025Q4: 22,582 shares; 2026Q1: 28,315 shares 28,315 $3.01M 0.04% +5,733 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,366 shares; 2025Q1: 11,269 shares; 2025Q2: 11,288 shares; 2025Q3: 13,458 shares; 2025Q4: 13,463 shares; 2026Q1: 18,755 shares 18,755 $2.91M 0.04% +5,292 Timeline DHS 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: 2,255 shares; 2025Q1: 2,249 shares; 2025Q2: 2,192 shares; 2025Q3: 2,195 shares; 2025Q4: 2,197 shares; 2026Q1: 26,209 shares 26,209 $2.9M 0.04% +24,012 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: 802 shares; 2025Q1: 1,124 shares; 2025Q2: 1,174 shares; 2025Q3: 1,435 shares; 2025Q4: 2,409 shares; 2026Q1: 3,564 shares 3,564 $2.87M 0.04% +1,155 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,606 shares 115,606 $2.82M 0.04% new 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: restricted; 2024Q4: 8,461 shares; 2025Q1: 8,423 shares; 2025Q2: 8,467 shares; 2025Q3: 8,283 shares; 2025Q4: 8,214 shares; 2026Q1: 12,066 shares 12,066 $2.77M 0.04% +3,852 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,024 shares; 2025Q1: 9,024 shares; 2025Q2: 9,024 shares; 2025Q3: 84,833 shares; 2025Q4: 84,502 shares; 2026Q1: 85,056 shares 85,056 $2.73M 0.04% +554 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,800 shares; 2025Q1: 17,709 shares; 2025Q2: 20,192 shares; 2025Q3: 21,955 shares; 2025Q4: 25,293 shares; 2026Q1: 35,818 shares 35,818 $2.71M 0.04% +10,525 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: 9,110 shares; 2025Q1: 14,597 shares; 2025Q2: 14,878 shares; 2025Q3: 14,735 shares; 2025Q4: 18,366 shares; 2026Q1: 25,413 shares 25,413 $2.65M 0.04% +7,047 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: 11,333 shares; 2025Q1: 12,472 shares; 2025Q2: 13,008 shares; 2025Q3: 16,352 shares; 2025Q4: 18,282 shares; 2026Q1: 48,256 shares 48,256 $2.6M 0.04% +29,974 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,089 shares; 2025Q1: 7,176 shares; 2025Q2: 7,816 shares; 2025Q3: 7,818 shares; 2025Q4: 7,859 shares; 2026Q1: 20,159 shares 20,159 $2.57M 0.04% +12,300 Timeline HEFA 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: 85,723 shares; 2025Q2: 68,951 shares; 2025Q3: 61,193 shares; 2025Q4: 60,860 shares; 2026Q1: 57,021 shares 57,021 $2.57M 0.04% -3,839 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,091 shares; 2025Q1: 11,052 shares; 2025Q2: 11,152 shares; 2025Q3: 11,121 shares; 2025Q4: 18,477 shares; 2026Q1: 26,457 shares 26,457 $2.5M 0.04% +7,980 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: 11,952 shares; 2025Q1: 14,603 shares; 2025Q2: 13,596 shares; 2025Q3: 13,965 shares; 2025Q4: 22,537 shares; 2026Q1: 28,635 shares 28,635 $2.47M 0.04% +6,098 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,358 shares; 2025Q1: 31,614 shares; 2025Q2: 27,860 shares; 2025Q3: 24,441 shares; 2025Q4: 24,529 shares; 2026Q1: 27,991 shares 27,991 $2.46M 0.04% +3,462 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: 3,696 shares; 2025Q1: 3,896 shares; 2025Q2: 3,797 shares; 2025Q3: 9,589 shares; 2025Q4: 9,945 shares; 2026Q1: 11,115 shares 11,115 $2.46M 0.04% +1,170 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,202 shares; 2025Q1: 4,290 shares; 2025Q2: 4,230 shares; 2025Q3: 4,835 shares; 2025Q4: 5,083 shares; 2026Q1: 7,944 shares 7,944 $2.42M 0.04% +2,861 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,713 shares; 2025Q1: 4,765 shares; 2025Q2: 4,732 shares; 2025Q3: 6,055 shares; 2025Q4: 6,101 shares; 2026Q1: 8,645 shares 8,645 $2.41M 0.04% +2,544 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: 4,693 shares; 2025Q1: 5,154 shares; 2025Q2: 9,972 shares; 2025Q3: 10,702 shares; 2025Q4: 13,340 shares; 2026Q1: 16,432 shares 16,432 $2.4M 0.04% +3,092 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: restricted; 2024Q4: 29,590 shares; 2025Q1: 34,911 shares; 2025Q2: 34,682 shares; 2025Q3: 43,303 shares; 2025Q4: 55,040 shares; 2026Q1: 89,226 shares 89,226 $2.37M 0.04% +34,186 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: 14,699 shares; 2025Q1: 14,699 shares; 2025Q2: 14,828 shares; 2025Q3: 18,523 shares; 2025Q4: 33,110 shares; 2026Q1: 45,383 shares 45,383 $2.33M 0.03% +12,273 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,032 shares 103,032 $2.33M 0.03% new 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: restricted; 2024Q4: 1,071 shares; 2025Q1: 1,391 shares; 2025Q2: 1,522 shares; 2025Q3: 1,623 shares; 2025Q4: 18,944 shares; 2026Q1: 23,877 shares 23,877 $2.32M 0.03% +4,933 Timeline JMUB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 45,288 shares 45,288 $2.29M 0.03% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,656 shares; 2026Q1: 10,758 shares 10,758 $2.26M 0.03% +102 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,899 shares; 2025Q1: 33,697 shares; 2025Q2: 33,681 shares; 2025Q3: 28,891 shares; 2025Q4: 28,252 shares; 2026Q1: 28,435 shares 28,435 $2.25M 0.03% +183 Timeline IBTJ 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: 16,441 shares; 2025Q1: 38,573 shares; 2025Q2: 49,822 shares; 2025Q3: 73,120 shares; 2025Q4: 92,766 shares; 2026Q1: 102,761 shares 102,761 $2.25M 0.03% +9,995 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,414 shares; 2025Q1: 3,991 shares; 2025Q2: 42,526 shares; 2025Q3: 41,284 shares; 2025Q4: 28,282 shares; 2026Q1: 39,174 shares 39,174 $2.24M 0.03% +10,892 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 54,802 shares 54,802 $2.22M 0.03% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,301 shares; 2025Q2: 6,798 shares; 2025Q3: 7,856 shares; 2025Q4: 11,083 shares; 2026Q1: 42,798 shares 42,798 $2.16M 0.03% +31,715 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: 8,376 shares; 2025Q1: 7,164 shares; 2025Q2: 7,024 shares; 2025Q3: 6,774 shares; 2025Q4: 6,866 shares; 2026Q1: 14,369 shares 14,369 $2.1M 0.03% +7,503 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,390 shares; 2025Q1: 8,316 shares; 2025Q2: 11,778 shares; 2025Q3: 11,887 shares; 2025Q4: 11,759 shares; 2026Q1: 16,280 shares 16,280 $2.1M 0.03% +4,521 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,702 shares; 2025Q2: 4,754 shares; 2025Q3: 4,882 shares; 2025Q4: 5,037 shares; 2026Q1: 5,291 shares 5,291 $2.08M 0.03% +254 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,568 shares; 2025Q1: 10,227 shares; 2025Q2: 10,301 shares; 2025Q3: 10,351 shares; 2025Q4: 10,553 shares; 2026Q1: 10,474 shares 10,474 $2.07M 0.03% -79 Timeline XYLD 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: 13,346 shares; 2025Q4: 13,292 shares; 2026Q1: 51,348 shares 51,348 $2.07M 0.03% +38,056 Timeline BSVO 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: 10,116 shares; 2025Q1: 10,116 shares; 2025Q2: 10,116 shares; 2025Q3: 9,148 shares; 2025Q4: 9,148 shares; 2026Q1: 75,972 shares 75,972 $2.07M 0.03% +66,824 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,505 shares; 2025Q1: 17,571 shares; 2025Q2: 25,212 shares; 2025Q3: 26,705 shares; 2025Q4: 29,378 shares; 2026Q1: 43,295 shares 43,295 $2.02M 0.03% +13,917 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 931 shares; 2025Q1: 992 shares; 2025Q2: 4,047 shares; 2025Q3: 4,380 shares; 2025Q4: 4,573 shares; 2026Q1: 6,012 shares 6,012 $1.99M 0.03% +1,439 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,100 shares; 2025Q1: 1,249 shares; 2025Q2: 1,293 shares; 2025Q3: 2,101 shares; 2025Q4: 2,116 shares; 2026Q1: 5,257 shares 5,257 $1.99M 0.03% +3,141 Timeline RYLD 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: not reported; 2025Q4: not reported; 2026Q1: 127,206 shares 127,206 $1.96M 0.03% new Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,576 shares; 2025Q1: 4,658 shares; 2025Q2: 8,674 shares; 2025Q3: 34,205 shares; 2025Q4: 34,709 shares; 2026Q1: 32,547 shares 32,547 $1.93M 0.03% -2,162 Timeline OEF 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: 1,770 shares; 2025Q1: 1,682 shares; 2025Q2: 1,655 shares; 2025Q3: 1,655 shares; 2025Q4: 2,301 shares; 2026Q1: 5,500 shares 5,500 $1.92M 0.03% +3,199 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: 7,522 shares; 2025Q1: 7,476 shares; 2025Q2: 8,292 shares; 2025Q3: 17,252 shares; 2025Q4: 16,935 shares; 2026Q1: 19,042 shares 19,042 $1.9M 0.03% +2,107 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,239 shares; 2025Q4: 15,845 shares; 2026Q1: 18,956 shares 18,956 $1.89M 0.03% +3,111 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED 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: 40,127 shares 40,127 $1.89M 0.03% new Timeline SEIS 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: not reported; 2025Q2: not reported; 2025Q3: 60,958 shares; 2025Q4: 63,021 shares; 2026Q1: 61,247 shares 61,247 $1.88M 0.03% -1,774 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 62,995 shares; 2025Q1: 63,443 shares; 2025Q2: 63,557 shares; 2025Q3: 64,526 shares; 2025Q4: 67,452 shares; 2026Q1: 69,693 shares 69,693 $1.87M 0.03% +2,241 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,590 shares; 2025Q1: 4,863 shares; 2025Q2: 4,927 shares; 2025Q3: 4,880 shares; 2025Q4: 4,884 shares; 2026Q1: 5,338 shares 5,338 $1.83M 0.03% +454 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,290 shares; 2025Q1: 14,296 shares; 2025Q2: 13,454 shares; 2025Q3: 11,417 shares; 2025Q4: 11,418 shares; 2026Q1: 10,911 shares 10,911 $1.83M 0.03% -507 Timeline SEEM 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: not reported; 2025Q2: not reported; 2025Q3: 51,962 shares; 2025Q4: 52,848 shares; 2026Q1: 49,511 shares 49,511 $1.82M 0.03% -3,337 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,412 shares; 2025Q1: 7,939 shares; 2025Q2: 10,556 shares; 2025Q3: 10,030 shares; 2025Q4: 9,995 shares; 2026Q1: 28,346 shares 28,346 $1.82M 0.03% +18,351 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA 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: 50,068 shares 50,068 $1.82M 0.03% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,159 shares 39,159 $1.81M 0.03% new Timeline OMFL 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: 33,749 shares; 2025Q1: 33,169 shares; 2025Q2: 32,548 shares; 2025Q3: 29,160 shares; 2025Q4: 28,926 shares; 2026Q1: 27,478 shares 27,478 $1.79M 0.03% -1,448 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,899 shares; 2025Q1: 10,960 shares; 2025Q2: 10,962 shares; 2025Q3: 46,572 shares; 2025Q4: 56,501 shares; 2026Q1: 54,919 shares 54,919 $1.77M 0.03% -1,582 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,466 shares; 2025Q1: 8,386 shares; 2025Q2: 7,961 shares; 2025Q3: 11,963 shares; 2025Q4: 11,826 shares; 2026Q1: 28,245 shares 28,245 $1.76M 0.03% +16,419 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 761 shares; 2025Q1: 1,081 shares; 2025Q2: 1,081 shares; 2025Q3: 1,106 shares; 2025Q4: 1,154 shares; 2026Q1: 1,752 shares 1,752 $1.76M 0.03% +598 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,378 shares; 2025Q4: 4,448 shares; 2026Q1: 13,120 shares 13,120 $1.73M 0.03% +8,672 Timeline SEIM 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: not reported; 2025Q2: not reported; 2025Q3: 29,232 shares; 2025Q4: 34,997 shares; 2026Q1: 34,064 shares 34,064 $1.73M 0.03% -933 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: restricted; 2024Q4: 880 shares; 2025Q1: 982 shares; 2025Q2: 2,805 shares; 2025Q3: 2,821 shares; 2025Q4: 2,901 shares; 2026Q1: 3,476 shares 3,476 $1.72M 0.03% +575 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 4,374 shares; 2025Q4: 8,997 shares; 2026Q1: 17,005 shares 17,005 $1.7M 0.03% +8,008 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,057 shares; 2025Q1: 5,010 shares; 2025Q2: 5,219 shares; 2025Q3: 5,360 shares; 2025Q4: 5,511 shares; 2026Q1: 13,204 shares 13,204 $1.69M 0.03% +7,693 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,221 shares; 2025Q1: 28,244 shares; 2025Q2: 28,268 shares; 2025Q3: 27,780 shares; 2025Q4: 28,098 shares; 2026Q1: 27,034 shares 27,034 $1.68M 0.02% -1,064 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,219 shares; 2025Q4: 18,991 shares; 2026Q1: 18,705 shares 18,705 $1.68M 0.02% -286 Timeline HYGH 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: not reported; 2025Q1: 36,025 shares; 2025Q2: 21,410 shares; 2025Q3: 20,002 shares; 2025Q4: 20,130 shares; 2026Q1: 19,385 shares 19,385 $1.68M 0.02% -745 Timeline SEIV 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: not reported; 2025Q2: not reported; 2025Q3: 33,587 shares; 2025Q4: 38,533 shares; 2026Q1: 37,875 shares 37,875 $1.67M 0.02% -658 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: 5,091 shares; 2025Q1: 5,091 shares; 2025Q2: 11,265 shares; 2025Q3: 16,566 shares; 2025Q4: 16,320 shares; 2026Q1: 16,429 shares 16,429 $1.64M 0.02% +109 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,797 shares; 2025Q1: 43,750 shares; 2025Q2: 43,769 shares; 2025Q3: 43,779 shares; 2025Q4: 43,823 shares; 2026Q1: 42,227 shares 42,227 $1.64M 0.02% -1,596 Timeline HSCZ 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: 48,469 shares; 2025Q2: 42,449 shares; 2025Q3: 40,826 shares; 2025Q4: 40,996 shares; 2026Q1: 37,592 shares 37,592 $1.6M 0.02% -3,404 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,845 shares; 2026Q1: 36,478 shares 36,478 $1.58M 0.02% +30,633 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,148 shares; 2025Q1: 2,342 shares; 2025Q2: 2,388 shares; 2025Q3: 2,835 shares; 2025Q4: 2,903 shares; 2026Q1: 3,249 shares 3,249 $1.55M 0.02% +346 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,957 shares; 2025Q1: 14,362 shares; 2025Q2: 13,049 shares; 2025Q3: 14,128 shares; 2025Q4: 15,656 shares; 2026Q1: 22,408 shares 22,408 $1.53M 0.02% +6,752 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 969 shares; 2025Q4: 955 shares; 2026Q1: 4,116 shares 4,116 $1.52M 0.02% +3,161 Timeline EZM 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: 20,925 shares; 2025Q1: 20,925 shares; 2025Q2: 20,925 shares; 2025Q3: 20,925 shares; 2025Q4: 20,925 shares; 2026Q1: 20,925 shares 20,925 $1.51M 0.02% 0 Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 245,897 shares; 2026Q1: 235,897 shares 235,897 $1.5M 0.02% -10,000 Timeline QYLD 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: not reported; 2025Q4: not reported; 2026Q1: 83,802 shares 83,802 $1.5M 0.02% new Timeline BANK OF AMER CORP 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: not reported; 2026Q1: 1,205 shares 1,205 $1.48M 0.02% new WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,231 shares 1,231 $1.48M 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,223 shares 40,223 $1.47M 0.02% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 70,664 shares 70,664 $1.46M 0.02% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 69,320 shares; 2025Q1: 79,039 shares; 2025Q2: 69,874 shares; 2025Q3: 61,026 shares; 2025Q4: 61,022 shares; 2026Q1: 58,849 shares 58,849 $1.45M 0.02% -2,173 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,778 shares; 2025Q1: 5,536 shares; 2025Q2: 5,519 shares; 2025Q3: 5,834 shares; 2025Q4: 6,220 shares; 2026Q1: 6,435 shares 6,435 $1.45M 0.02% +215 Timeline HYXF 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: 30,462 shares 30,462 $1.43M 0.02% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,255 shares; 2025Q1: 4,644 shares; 2025Q2: 4,431 shares; 2025Q3: 4,460 shares; 2025Q4: 4,452 shares; 2026Q1: 7,117 shares 7,117 $1.43M 0.02% +2,665 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 74,839 shares 74,839 $1.41M 0.02% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,810 shares; 2025Q1: 1,768 shares; 2025Q2: 1,725 shares; 2025Q3: 2,091 shares; 2025Q4: 2,106 shares; 2026Q1: 6,301 shares 6,301 $1.41M 0.02% +4,195 Timeline JPME 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: 12,413 shares; 2025Q1: 12,144 shares; 2025Q2: 12,100 shares; 2025Q3: 12,098 shares; 2025Q4: 11,905 shares; 2026Q1: 11,610 shares 11,610 $1.4M 0.02% -295 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: 1,167 shares; 2025Q1: 1,682 shares; 2025Q2: 1,733 shares; 2025Q3: 3,167 shares; 2025Q4: 3,146 shares; 2026Q1: 4,312 shares 4,312 $1.4M 0.02% +1,166 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,017 shares; 2025Q1: 3,536 shares; 2025Q2: 3,107 shares; 2025Q3: 3,383 shares; 2025Q4: 3,409 shares; 2026Q1: 15,707 shares 15,707 $1.4M 0.02% +12,298 Timeline REET 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: 109,857 shares; 2025Q1: 114,948 shares; 2025Q2: 89,822 shares; 2025Q3: 60,168 shares; 2025Q4: 55,215 shares; 2026Q1: 50,724 shares 50,724 $1.39M 0.02% -4,491 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: not reported; 2025Q1: 1,660 shares; 2025Q2: 1,704 shares; 2025Q3: 1,962 shares; 2025Q4: 2,406 shares; 2026Q1: 6,180 shares 6,180 $1.39M 0.02% +3,774 Timeline BILZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,668 shares 13,668 $1.38M 0.02% new Timeline IYR 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: 2,966 shares; 2025Q1: 2,973 shares; 2025Q2: 2,989 shares; 2025Q3: 3,013 shares; 2025Q4: 11,671 shares; 2026Q1: 13,376 shares 13,376 $1.38M 0.02% +1,705 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: not reported; 2026Q1: 56,978 shares 56,978 $1.38M 0.02% 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: restricted; 2024Q4: 13,375 shares; 2025Q1: 12,582 shares; 2025Q2: 11,137 shares; 2025Q3: 12,579 shares; 2025Q4: 15,729 shares; 2026Q1: 14,468 shares 14,468 $1.37M 0.02% -1,261 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,228 shares; 2025Q1: 22,602 shares; 2025Q2: 22,851 shares; 2025Q3: 24,664 shares; 2025Q4: 27,414 shares; 2026Q1: 49,643 shares 49,643 $1.37M 0.02% +22,229 Timeline DFGP 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: 10,020 shares; 2025Q1: 10,018 shares; 2025Q2: 7,547 shares; 2025Q3: 7,547 shares; 2025Q4: 15,988 shares; 2026Q1: 24,924 shares 24,924 $1.36M 0.02% +8,936 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL 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: not reported; 2026Q1: 96,579 shares 96,579 $1.35M 0.02% new Timeline AVRE 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: 28,568 shares; 2025Q1: 28,066 shares; 2025Q2: 27,757 shares; 2025Q3: 27,637 shares; 2025Q4: 28,162 shares; 2026Q1: 28,189 shares 28,189 $1.35M 0.02% +27 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,089 shares; 2025Q1: 6,100 shares; 2025Q2: 7,580 shares; 2025Q3: 7,463 shares; 2025Q4: 7,813 shares; 2026Q1: 21,060 shares 21,060 $1.35M 0.02% +13,247 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 961 shares; 2025Q2: 1,181 shares; 2025Q3: 2,675 shares; 2025Q4: 3,072 shares; 2026Q1: 3,233 shares 3,233 $1.34M 0.02% +161 Timeline JPIN 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: 18,591 shares; 2025Q1: 18,327 shares; 2025Q2: 18,311 shares; 2025Q3: 18,326 shares; 2025Q4: 18,208 shares; 2026Q1: 17,663 shares 17,663 $1.33M 0.02% -545 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: 8,389 shares; 2025Q2: 15,102 shares; 2025Q3: 14,108 shares; 2025Q4: 16,095 shares; 2026Q1: 42,485 shares 42,485 $1.32M 0.02% +26,390 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,724 shares 50,724 $1.3M 0.02% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 71,756 shares 71,756 $1.3M 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,058 shares; 2025Q3: 1,484 shares; 2025Q4: 1,454 shares; 2026Q1: 3,261 shares 3,261 $1.29M 0.02% +1,807 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,682 shares; 2025Q1: 8,360 shares; 2025Q2: 8,509 shares; 2025Q3: 8,578 shares; 2025Q4: 8,453 shares; 2026Q1: 8,507 shares 8,507 $1.27M 0.02% +54 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: 5,357 shares; 2025Q1: 5,502 shares; 2025Q2: 5,615 shares; 2025Q3: 5,787 shares; 2025Q4: 6,794 shares; 2026Q1: 9,302 shares 9,302 $1.27M 0.02% +2,508 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,904 shares; 2025Q1: 2,016 shares; 2025Q2: 6,093 shares; 2025Q3: 5,758 shares; 2025Q4: 5,777 shares; 2026Q1: 6,016 shares 6,016 $1.27M 0.02% +239 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: 9,688 shares; 2025Q1: not reported; 2025Q2: 3,383 shares; 2025Q3: 9,516 shares; 2025Q4: 9,916 shares; 2026Q1: 11,124 shares 11,124 $1.24M 0.02% +1,208 Timeline BNDW 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: restricted; 2024Q4: 19,649 shares; 2025Q1: 18,543 shares; 2025Q2: 18,410 shares; 2025Q3: 17,928 shares; 2025Q4: 17,934 shares; 2026Q1: 17,812 shares 17,812 $1.22M 0.02% -122 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,893 shares; 2025Q1: 3,301 shares; 2025Q2: 3,535 shares; 2025Q3: 3,830 shares; 2025Q4: 3,611 shares; 2026Q1: 5,149 shares 5,149 $1.2M 0.02% +1,538 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,377 shares; 2025Q4: 50,629 shares; 2026Q1: 47,381 shares 47,381 $1.19M 0.02% -3,248 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,844 shares; 2025Q3: 15,760 shares; 2025Q4: 15,783 shares; 2026Q1: 15,280 shares 15,280 $1.19M 0.02% -503 Timeline AVIG 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: 40,822 shares; 2025Q1: 40,773 shares; 2025Q2: 26,433 shares; 2025Q3: 26,063 shares; 2025Q4: 26,063 shares; 2026Q1: 28,466 shares 28,466 $1.19M 0.02% +2,403 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,879 shares; 2025Q1: 1,864 shares; 2025Q2: 4,234 shares; 2025Q3: 4,235 shares; 2025Q4: 5,266 shares; 2026Q1: 7,720 shares 7,720 $1.18M 0.02% +2,454 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,420 shares; 2026Q1: 3,429 shares 3,429 $1.17M 0.02% +9 Timeline SAIC SCIENCE APPLICATIONS INTL CO More: the full row for SCIENCE APPLICATIONS INTL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,227 shares; 2025Q1: 7,228 shares; 2025Q2: 7,232 shares; 2025Q3: 8,572 shares; 2025Q4: 8,573 shares; 2026Q1: 12,308 shares 12,308 $1.17M 0.02% +3,735 Timeline EMLP 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: 23,298 shares; 2025Q1: 23,383 shares; 2025Q2: 23,469 shares; 2025Q3: 23,363 shares; 2025Q4: 23,287 shares; 2026Q1: 27,127 shares 27,127 $1.17M 0.02% +3,840 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: restricted; 2024Q4: 6,371 shares; 2025Q1: 8,239 shares; 2025Q2: 8,632 shares; 2025Q3: 8,373 shares; 2025Q4: 9,156 shares; 2026Q1: 11,799 shares 11,799 $1.14M 0.02% +2,643 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,632 shares; 2025Q1: 12,013 shares; 2025Q2: 12,194 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,645 shares 42,645 $1.13M 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,177 shares 3,177 $1.11M 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,783 shares; 2025Q4: 1,850 shares; 2026Q1: 2,445 shares 2,445 $1.11M 0.02% +595 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,912 shares; 2025Q1: 11,986 shares; 2025Q2: 12,050 shares; 2025Q3: 22,704 shares; 2025Q4: 24,095 shares; 2026Q1: 21,118 shares 21,118 $1.11M 0.02% -2,977 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,231 shares; 2025Q1: 3,548 shares; 2025Q2: 3,506 shares; 2025Q3: 3,545 shares; 2025Q4: 4,707 shares; 2026Q1: 5,102 shares 5,102 $1.1M 0.02% +395 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: restricted; 2024Q4: 3,377 shares; 2025Q1: 7,566 shares; 2025Q2: 7,707 shares; 2025Q3: 7,779 shares; 2025Q4: 8,447 shares; 2026Q1: 9,441 shares 9,441 $1.1M 0.02% +994 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: 1,285 shares; 2025Q1: 1,333 shares; 2025Q2: 1,773 shares; 2025Q3: 1,824 shares; 2025Q4: 2,017 shares; 2026Q1: 3,025 shares 3,025 $1.07M 0.02% +1,008 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: not reported; 2025Q1: 1,256 shares; 2025Q2: 2,209 shares; 2025Q3: 2,317 shares; 2025Q4: 2,184 shares; 2026Q1: 2,887 shares 2,887 $1.07M 0.02% +703 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,826 shares; 2025Q1: 2,881 shares; 2025Q2: 3,007 shares; 2025Q3: 3,133 shares; 2025Q4: 3,199 shares; 2026Q1: 4,786 shares 4,786 $1.07M 0.02% +1,587 Timeline CGW 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: not reported; 2025Q4: 16,675 shares; 2026Q1: 16,067 shares 16,067 $1.06M 0.02% -608 Timeline FNDX 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: 35,831 shares; 2025Q1: 35,868 shares; 2025Q2: 35,903 shares; 2025Q3: 38,241 shares; 2025Q4: 38,042 shares; 2026Q1: 36,023 shares 36,023 $1.06M 0.02% -2,019 Timeline SUSA 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: 6,590 shares; 2026Q1: 7,364 shares 7,364 $1.06M 0.02% +774 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,887 shares; 2025Q1: 9,152 shares; 2025Q2: 8,649 shares; 2025Q3: 8,481 shares; 2025Q4: 8,773 shares; 2026Q1: 9,495 shares 9,495 $1.06M 0.02% +722 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: 42,485 shares; 2025Q1: 44,133 shares; 2025Q2: 43,241 shares; 2025Q3: 53,289 shares; 2025Q4: 52,827 shares; 2026Q1: 51,070 shares 51,070 $1.05M 0.02% -1,757 Timeline IYH 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: 16,179 shares; 2026Q1: 16,709 shares 16,709 $1.05M 0.02% +530 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,405 shares; 2025Q1: 4,610 shares; 2025Q2: 4,878 shares; 2025Q3: 4,942 shares; 2025Q4: 5,534 shares; 2026Q1: 7,783 shares 7,783 $1.04M 0.02% +2,249 Timeline VCEB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,931 shares; 2026Q1: 16,401 shares 16,401 $1.04M 0.02% +1,470 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: 43,686 shares; 2025Q1: 45,331 shares; 2025Q2: 44,489 shares; 2025Q3: 54,935 shares; 2025Q4: 54,478 shares; 2026Q1: 52,648 shares 52,648 $1.04M 0.02% -1,830 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: 44,250 shares; 2025Q1: 45,740 shares; 2025Q2: 44,869 shares; 2025Q3: 55,404 shares; 2025Q4: 54,792 shares; 2026Q1: 52,944 shares 52,944 $1.04M 0.02% -1,848 Timeline IMCB 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: 11,532 shares; 2025Q1: 11,532 shares; 2025Q2: 11,532 shares; 2025Q3: 11,532 shares; 2025Q4: 11,532 shares; 2026Q1: 11,532 shares 11,532 $1.03M 0.02% 0 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: 45,959 shares; 2025Q1: 46,714 shares; 2025Q2: 46,038 shares; 2025Q3: 57,464 shares; 2025Q4: 56,863 shares; 2026Q1: 54,987 shares 54,987 $1.03M 0.02% -1,876 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: 36,125 shares; 2025Q1: 37,530 shares; 2025Q2: 36,060 shares; 2025Q3: 63,896 shares; 2025Q4: 63,271 shares; 2026Q1: 61,219 shares 61,219 $1.03M 0.02% -2,052 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,956 shares; 2025Q1: 7,881 shares; 2025Q2: 7,778 shares; 2025Q3: 8,213 shares; 2025Q4: 8,615 shares; 2026Q1: 8,176 shares 8,176 $1.03M 0.02% -439 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY 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: not reported; 2026Q1: 4,950 shares 4,950 $1.03M 0.02% new 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: restricted; 2024Q4: 3,157 shares; 2025Q1: 2,800 shares; 2025Q2: 2,932 shares; 2025Q3: 4,098 shares; 2025Q4: 3,972 shares; 2026Q1: 4,981 shares 4,981 $1.03M 0.02% +1,009 Timeline DES 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: 28,494 shares; 2025Q1: 27,782 shares; 2025Q2: 25,742 shares; 2025Q3: 26,207 shares; 2025Q4: 25,742 shares; 2026Q1: 26,457 shares 26,457 $1.01M 0.02% +715 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY 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: 1,657 shares; 2026Q1: 6,475 shares 6,475 $1.01M 0.01% +4,818 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,339 shares; 2025Q3: 2,153 shares; 2025Q4: 5,655 shares; 2026Q1: 9,684 shares 9,684 $1.01M 0.01% +4,029 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: 1,980 shares; 2025Q1: 2,031 shares; 2025Q2: 1,981 shares; 2025Q3: 1,982 shares; 2025Q4: 2,071 shares; 2026Q1: 2,371 shares 2,371 $986K 0.01% +300 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: not reported; 2025Q1: 3,238 shares; 2025Q2: 3,297 shares; 2025Q3: 4,622 shares; 2025Q4: 4,700 shares; 2026Q1: 7,142 shares 7,142 $965K 0.01% +2,442 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,475 shares; 2025Q1: 5,571 shares; 2025Q2: 5,275 shares; 2025Q3: 5,239 shares; 2025Q4: 5,371 shares; 2026Q1: 5,274 shares 5,274 $961K 0.01% -97 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,308 shares; 2025Q2: 5,376 shares; 2025Q3: 5,456 shares; 2025Q4: 5,701 shares; 2026Q1: 8,719 shares 8,719 $960K 0.01% +3,018 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,623 shares; 2025Q1: 5,098 shares; 2025Q2: 5,176 shares; 2025Q3: 5,418 shares; 2025Q4: 5,507 shares; 2026Q1: 5,930 shares 5,930 $953K 0.01% +423 Timeline SPYD 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: not reported; 2025Q3: 6,476 shares; 2025Q4: 6,474 shares; 2026Q1: 20,525 shares 20,525 $952K 0.01% +14,051 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,518 shares; 2025Q2: 4,492 shares; 2025Q3: 4,292 shares; 2025Q4: 4,292 shares; 2026Q1: 10,972 shares 10,972 $935K 0.01% +6,680 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 3,573 shares 3,573 $931K 0.01% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,910 shares; 2025Q1: 1,926 shares; 2025Q2: 1,924 shares; 2025Q3: 1,983 shares; 2025Q4: 1,986 shares; 2026Q1: 2,857 shares 2,857 $923K 0.01% +871 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 405 shares; 2025Q3: 436 shares; 2025Q4: 451 shares; 2026Q1: 995 shares 995 $921K 0.01% +544 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,364 shares; 2025Q2: 1,395 shares; 2025Q3: 1,459 shares; 2025Q4: 1,398 shares; 2026Q1: 2,259 shares 2,259 $918K 0.01% +861 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,254 shares; 2025Q1: 3,281 shares; 2025Q2: 3,126 shares; 2025Q3: 3,177 shares; 2025Q4: 3,198 shares; 2026Q1: 3,350 shares 3,350 $896K 0.01% +152 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: not reported; 2025Q1: not reported; 2025Q2: 2,037 shares; 2025Q3: 2,422 shares; 2025Q4: 2,799 shares; 2026Q1: 5,740 shares 5,740 $887K 0.01% +2,941 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,830 shares; 2025Q2: 2,983 shares; 2025Q3: 3,465 shares; 2025Q4: 3,857 shares; 2026Q1: 4,664 shares 4,664 $881K 0.01% +807 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,266 shares; 2025Q2: 1,249 shares; 2025Q3: 1,204 shares; 2025Q4: 1,217 shares; 2026Q1: 1,390 shares 1,390 $871K 0.01% +173 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,534 shares; 2025Q1: 13,783 shares; 2025Q2: 13,709 shares; 2025Q3: 15,131 shares; 2025Q4: 14,958 shares; 2026Q1: 29,311 shares 29,311 $868K 0.01% +14,353 Timeline VSDA VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,393 shares; 2025Q1: 16,432 shares; 2025Q2: 16,499 shares; 2025Q3: 16,091 shares; 2025Q4: 15,928 shares; 2026Q1: 15,452 shares 15,452 $867K 0.01% -476 Timeline IBTK 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: 18,477 shares; 2025Q1: 20,822 shares; 2025Q2: 20,845 shares; 2025Q3: 20,984 shares; 2025Q4: 30,850 shares; 2026Q1: 43,414 shares 43,414 $859K 0.01% +12,564 Timeline STN STANTEC INC More: the full row for STANTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,328 shares; 2025Q1: 9,327 shares; 2025Q2: 9,332 shares; 2025Q3: 9,350 shares; 2025Q4: 9,337 shares; 2026Q1: 9,337 shares 9,337 $852K 0.01% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 600 shares; 2025Q2: 643 shares; 2025Q3: 740 shares; 2025Q4: 548 shares; 2026Q1: 1,705 shares 1,705 $839K 0.01% +1,157 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY 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: 4,985 shares; 2025Q4: 6,094 shares; 2026Q1: 11,474 shares 11,474 $836K 0.01% +5,380 Timeline IEI 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: 11,782 shares; 2025Q1: 11,264 shares; 2025Q2: 11,268 shares; 2025Q3: 7,227 shares; 2025Q4: 7,227 shares; 2026Q1: 7,020 shares 7,020 $836K 0.01% -207 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,646 shares; 2025Q4: 7,740 shares; 2026Q1: 10,285 shares 10,285 $826K 0.01% +2,545 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,514 shares 8,514 $817K 0.01% new Timeline SEIQ 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: not reported; 2025Q2: not reported; 2025Q3: 16,615 shares; 2025Q4: 20,334 shares; 2026Q1: 20,896 shares 20,896 $808K 0.01% +562 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,278 shares; 2025Q1: 19,278 shares; 2025Q2: 19,285 shares; 2025Q3: 19,299 shares; 2025Q4: 19,176 shares; 2026Q1: 19,194 shares 19,194 $801K 0.01% +18 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 374 shares; 2025Q1: 381 shares; 2025Q2: 410 shares; 2025Q3: 491 shares; 2025Q4: 496 shares; 2026Q1: 538 shares 538 $785K 0.01% +42 Timeline ICLN 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: 39,096 shares; 2026Q1: 40,037 shares 40,037 $777K 0.01% +941 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: 48,234 shares; 2025Q4: 48,642 shares; 2026Q1: 46,587 shares 46,587 $775K 0.01% -2,055 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,913 shares; 2025Q1: 9,367 shares; 2025Q2: 9,835 shares; 2025Q3: 5,838 shares; 2025Q4: 8,253 shares; 2026Q1: 12,802 shares 12,802 $770K 0.01% +4,549 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,794 shares; 2025Q2: 9,898 shares; 2025Q3: 10,179 shares; 2025Q4: 10,175 shares; 2026Q1: 11,196 shares 11,196 $763K 0.01% +1,021 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: 8,703 shares; 2025Q3: 8,703 shares; 2025Q4: 9,113 shares; 2026Q1: 10,351 shares 10,351 $762K 0.01% +1,238 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,403 shares; 2025Q2: 2,444 shares; 2025Q3: 2,822 shares; 2025Q4: 2,802 shares; 2026Q1: 5,139 shares 5,139 $755K 0.01% +2,337 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: 21,967 shares; 2025Q1: 21,685 shares; 2025Q2: 21,685 shares; 2025Q3: 21,685 shares; 2025Q4: 21,685 shares; 2026Q1: 22,317 shares 22,317 $753K 0.01% +632 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,798 shares; 2026Q1: 4,453 shares 4,453 $725K 0.01% +1,655 Timeline RWO 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: 32,845 shares; 2025Q2: 23,738 shares; 2025Q3: 17,344 shares; 2025Q4: 15,557 shares; 2026Q1: 14,394 shares 14,394 $716K 0.01% -1,163 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 33,689 shares 33,689 $708K 0.01% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,028 shares; 2025Q1: 1,321 shares; 2025Q2: 1,333 shares; 2025Q3: 1,743 shares; 2025Q4: 1,699 shares; 2026Q1: 2,813 shares 2,813 $708K 0.01% +1,114 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,762 shares; 2025Q3: 1,762 shares; 2025Q4: 1,765 shares; 2026Q1: 2,504 shares 2,504 $696K 0.01% +739 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,413 shares; 2025Q2: 6,648 shares; 2025Q3: 6,413 shares; 2025Q4: 4,922 shares; 2026Q1: 6,832 shares 6,832 $685K 0.01% +1,910 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 7,545 shares 7,545 $685K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,172 shares; 2025Q3: 11,176 shares; 2025Q4: 12,759 shares; 2026Q1: 15,551 shares 15,551 $683K 0.01% +2,792 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: restricted; 2024Q4: 543 shares; 2025Q1: 600 shares; 2025Q2: 640 shares; 2025Q3: 726 shares; 2025Q4: 744 shares; 2026Q1: 1,292 shares 1,292 $680K 0.01% +548 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,264 shares 5,264 $673K 0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,623 shares; 2026Q1: 18,553 shares 18,553 $668K 0.01% +1,930 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,369 shares; 2025Q1: 18,534 shares; 2025Q2: 18,580 shares; 2025Q3: 17,934 shares; 2025Q4: 18,436 shares; 2026Q1: 24,046 shares 24,046 $660K 0.01% +5,610 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,380 shares; 2026Q1: 10,361 shares 10,361 $659K 0.01% +2,981 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,966 shares; 2025Q1: 2,976 shares; 2025Q2: 3,338 shares; 2025Q3: 3,464 shares; 2025Q4: 3,599 shares; 2026Q1: 4,192 shares 4,192 $654K 0.01% +593 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: 22,558 shares; 2025Q1: 22,566 shares; 2025Q2: 22,702 shares; 2025Q3: 22,408 shares; 2025Q4: 13,142 shares; 2026Q1: 12,387 shares 12,387 $653K 0.01% -755 Timeline VPU 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: not reported; 2025Q1: not reported; 2025Q2: 3,271 shares; 2025Q3: 3,272 shares; 2025Q4: 3,615 shares; 2026Q1: 3,175 shares 3,175 $634K 0.01% -440 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,282 shares; 2025Q2: 17,425 shares; 2025Q3: 17,608 shares; 2025Q4: 17,612 shares; 2026Q1: 17,222 shares 17,222 $633K 0.01% -390 Timeline APA APA CORPORATION More: the full row for APA CORPORATION 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: 17,519 shares 17,519 $626K 0.01% new Timeline DXUV 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: 12,591 shares; 2025Q3: 10,011 shares; 2025Q4: 10,030 shares; 2026Q1: 9,797 shares 9,797 $626K 0.01% -233 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,065 shares; 2025Q4: 3,485 shares; 2026Q1: 3,801 shares 3,801 $625K 0.01% +316 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,985 shares; 2025Q2: 3,456 shares; 2025Q3: 3,491 shares; 2025Q4: 3,495 shares; 2026Q1: 4,016 shares 4,016 $612K 0.01% +521 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,094 shares; 2025Q4: 2,280 shares; 2026Q1: 4,042 shares 4,042 $611K 0.01% +1,762 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,865 shares; 2026Q1: 12,868 shares 12,868 $608K 0.01% +3 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 2,778 shares; 2025Q3: 2,866 shares; 2025Q4: 7,433 shares; 2026Q1: 7,495 shares 7,495 $607K 0.01% +62 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 931 shares; 2025Q2: 934 shares; 2025Q3: 1,028 shares; 2025Q4: 1,404 shares; 2026Q1: 2,072 shares 2,072 $605K 0.01% +668 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 240 shares; 2026Q1: 336 shares 336 $602K 0.01% +96 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: 3,760 shares; 2026Q1: 3,762 shares 3,762 $595K 0.01% +2 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,465 shares; 2025Q1: not reported; 2025Q2: 1,477 shares; 2025Q3: 1,544 shares; 2025Q4: 1,525 shares; 2026Q1: 1,719 shares 1,719 $594K 0.01% +194 Timeline CLDX CELLDEX THERAPEUTICS INC NEW More: the full row for CELLDEX THERAPEUTICS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,000 shares; 2025Q2: 17,000 shares; 2025Q3: 17,024 shares; 2025Q4: 17,024 shares; 2026Q1: 17,024 shares 17,024 $588K 0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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: not reported; 2026Q1: 2,973 shares 2,973 $585K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 601 shares; 2025Q4: 620 shares; 2026Q1: 1,198 shares 1,198 $585K 0.01% +578 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: restricted; 2024Q4: 2,142 shares; 2025Q1: 2,172 shares; 2025Q2: 2,261 shares; 2025Q3: 2,537 shares; 2025Q4: 2,329 shares; 2026Q1: 2,996 shares 2,996 $583K 0.01% +667 Timeline XBI 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: not reported; 2025Q3: not reported; 2025Q4: 4,020 shares; 2026Q1: 4,177 shares 4,177 $579K 0.01% +157 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,450 shares 3,450 $579K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,624 shares 1,624 $579K 0.01% new Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,015 shares; 2025Q4: 10,352 shares; 2026Q1: 10,632 shares 10,632 $571K 0.01% +280 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,208 shares; 2025Q3: not reported; 2025Q4: 6,762 shares; 2026Q1: 9,279 shares 9,279 $569K 0.01% +2,517 Timeline WPC WP CAREY INC More: the full row for WP CAREY 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: 7,332 shares; 2025Q4: 7,603 shares; 2026Q1: 7,677 shares 7,677 $568K 0.01% +74 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,655 shares; 2025Q1: 2,680 shares; 2025Q2: 3,216 shares; 2025Q3: not reported; 2025Q4: 6,554 shares; 2026Q1: 10,261 shares 10,261 $565K 0.01% +3,707 Timeline JMST 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: 15,995 shares; 2025Q1: 16,153 shares; 2025Q2: 16,275 shares; 2025Q3: 16,389 shares; 2025Q4: 16,461 shares; 2026Q1: 11,077 shares 11,077 $564K 0.01% -5,384 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,644 shares; 2026Q1: 14,984 shares 14,984 $559K 0.01% -2,660 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,744 shares; 2026Q1: 2,745 shares 2,745 $558K 0.01% +1,001 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 98,555 shares; 2025Q2: 98,555 shares; 2025Q3: 99,524 shares; 2025Q4: 138,006 shares; 2026Q1: 153,006 shares 153,006 $557K 0.01% +15,000 Timeline JAVA 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,360 shares 7,360 $556K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,274 shares; 2025Q1: 5,418 shares; 2025Q2: 5,283 shares; 2025Q3: 5,347 shares; 2025Q4: 6,532 shares; 2026Q1: 6,805 shares 6,805 $555K 0.01% +273 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 790 shares; 2025Q3: 911 shares; 2025Q4: 868 shares; 2026Q1: 1,673 shares 1,673 $554K 0.01% +805 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,984 shares; 2025Q2: 2,015 shares; 2025Q3: 2,963 shares; 2025Q4: 3,255 shares; 2026Q1: 3,529 shares 3,529 $552K 0.01% +274 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 234 shares; 2025Q4: 231 shares; 2026Q1: 524 shares 524 $552K 0.01% +293 Timeline SDY 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: not reported; 2025Q3: not reported; 2025Q4: 3,121 shares; 2026Q1: 3,656 shares 3,656 $545K 0.01% +535 Timeline DGCB 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: not reported; 2025Q4: not reported; 2026Q1: 9,819 shares 9,819 $539K 0.01% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 917 shares; 2025Q2: 825 shares; 2025Q3: 1,092 shares; 2025Q4: 1,124 shares; 2026Q1: 1,915 shares 1,915 $533K 0.01% +791 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL 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: not reported; 2026Q1: 52,475 shares 52,475 $533K 0.01% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,838 shares; 2025Q2: 3,957 shares; 2025Q3: 4,976 shares; 2025Q4: 4,946 shares; 2026Q1: 6,823 shares 6,823 $527K 0.01% +1,877 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C 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: 16,112 shares; 2026Q1: 19,929 shares 19,929 $527K 0.01% +3,817 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,731 shares 1,731 $524K 0.01% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF 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: 8,681 shares 8,681 $523K 0.01% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,002 shares; 2025Q4: 10,645 shares; 2026Q1: 10,347 shares 10,347 $523K 0.01% -298 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 44,065 shares; 2025Q2: 56,115 shares; 2025Q3: 58,198 shares; 2025Q4: 65,535 shares; 2026Q1: 76,960 shares 76,960 $521K 0.01% +11,425 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,322 shares; 2025Q2: 1,337 shares; 2025Q3: 1,428 shares; 2025Q4: 1,538 shares; 2026Q1: 1,749 shares 1,749 $518K 0.01% +211 Timeline DLS 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: 5,706 shares; 2025Q1: 5,706 shares; 2025Q2: 5,706 shares; 2025Q3: 5,706 shares; 2025Q4: 5,881 shares; 2026Q1: 5,881 shares 5,881 $517K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 701 shares; 2025Q1: 1,139 shares; 2025Q2: 1,149 shares; 2025Q3: 1,549 shares; 2025Q4: 1,519 shares; 2026Q1: 2,107 shares 2,107 $515K 0.01% +588 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 24,731 shares; 2025Q1: 35,934 shares; 2025Q2: 36,323 shares; 2025Q3: 39,515 shares; 2025Q4: 34,996 shares; 2026Q1: 39,928 shares 39,928 $514K 0.01% +4,932 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 305 shares; 2025Q2: 316 shares; 2025Q3: 339 shares; 2025Q4: 345 shares; 2026Q1: 592 shares 592 $513K 0.01% +247 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: 2,851 shares; 2025Q3: 5,833 shares; 2025Q4: 5,834 shares; 2026Q1: 5,301 shares 5,301 $510K 0.01% -533 Timeline HDV 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: 3,801 shares 3,801 $509K 0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,563 shares; 2025Q3: 21,444 shares; 2025Q4: 22,086 shares; 2026Q1: 18,335 shares 18,335 $492K 0.01% -3,751 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,087 shares; 2025Q1: 2,430 shares; 2025Q2: 2,425 shares; 2025Q3: 2,338 shares; 2025Q4: 2,341 shares; 2026Q1: 2,443 shares 2,443 $491K 0.01% +102 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,139 shares; 2025Q2: 2,134 shares; 2025Q3: 2,145 shares; 2025Q4: 2,151 shares; 2026Q1: 4,922 shares 4,922 $490K 0.01% +2,771 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,882 shares; 2025Q2: 2,079 shares; 2025Q3: 2,424 shares; 2025Q4: 2,420 shares; 2026Q1: 2,498 shares 2,498 $481K 0.01% +78 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,282 shares; 2025Q1: 7,225 shares; 2025Q2: 7,349 shares; 2025Q3: 7,407 shares; 2025Q4: 7,429 shares; 2026Q1: 7,471 shares 7,471 $469K 0.01% +42 Timeline DFCA 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: 10,683 shares; 2025Q1: 10,683 shares; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 7,389 shares; 2026Q1: 9,252 shares 9,252 $465K 0.01% +1,863 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,537 shares; 2025Q4: 2,546 shares; 2026Q1: 4,044 shares 4,044 $463K 0.01% +1,498 Timeline NIC NICOLET BANKSHARES INC More: the full row for NICOLET BANKSHARES 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: 2,926 shares 2,926 $463K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 645 shares; 2026Q1: 1,104 shares 1,104 $459K 0.01% +459 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,058 shares 1,058 $449K 0.01% new Timeline AVXC 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: 5,833 shares; 2025Q2: 5,833 shares; 2025Q3: 5,833 shares; 2025Q4: 5,833 shares; 2026Q1: 5,833 shares 5,833 $446K 0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,124 shares; 2025Q1: 18,636 shares; 2025Q2: 18,828 shares; 2025Q3: 18,837 shares; 2025Q4: 18,587 shares; 2026Q1: 18,556 shares 18,556 $443K 0.01% -31 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,539 shares; 2025Q2: 2,020 shares; 2025Q3: 2,290 shares; 2025Q4: 2,240 shares; 2026Q1: 2,908 shares 2,908 $442K 0.01% +668 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,293 shares 8,293 $437K 0.01% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,467 shares; 2026Q1: 14,111 shares 14,111 $434K 0.01% -356 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,772 shares; 2025Q4: 10,772 shares; 2026Q1: 10,904 shares 10,904 $432K 0.01% +132 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,837 shares; 2025Q3: 6,286 shares; 2025Q4: 6,340 shares; 2026Q1: 3,899 shares 3,899 $430K 0.01% -2,441 Timeline OMFS 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: 12,846 shares; 2025Q1: 12,183 shares; 2025Q2: 12,179 shares; 2025Q3: 10,072 shares; 2025Q4: 9,489 shares; 2026Q1: 8,557 shares 8,557 $425K 0.01% -932 Timeline CRH CRH PLC More: the full row for CRH PLC 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: 3,593 shares 3,593 $421K 0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,598 shares; 2025Q1: 3,007 shares; 2025Q2: 3,047 shares; 2025Q3: 2,545 shares; 2025Q4: 2,521 shares; 2026Q1: 2,555 shares 2,555 $418K 0.01% +34 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,045 shares; 2025Q1: 4,282 shares; 2025Q2: 4,405 shares; 2025Q3: 4,868 shares; 2025Q4: 4,900 shares; 2026Q1: 5,854 shares 5,854 $417K 0.01% +954 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 886 shares 886 $416K 0.01% new Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,298 shares; 2026Q1: 7,989 shares 7,989 $415K 0.01% +691 Timeline AVSF 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: 8,829 shares; 2025Q1: 8,829 shares; 2025Q2: 8,829 shares; 2025Q3: 8,829 shares; 2025Q4: 8,838 shares; 2026Q1: 8,838 shares 8,838 $415K 0.01% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN 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: 3,294 shares; 2026Q1: 3,647 shares 3,647 $411K 0.01% +353 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: restricted; 2024Q4: 3,304 shares; 2025Q1: 3,328 shares; 2025Q2: 3,642 shares; 2025Q3: 3,971 shares; 2025Q4: 3,946 shares; 2026Q1: 3,939 shares 3,939 $408K 0.01% -7 Timeline BOTZ 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: not reported; 2025Q4: 7,142 shares; 2026Q1: 10,805 shares 10,805 $404K 0.01% +3,663 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,334 shares; 2025Q4: 4,334 shares; 2026Q1: 5,520 shares 5,520 $404K 0.01% +1,186 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,207 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 834 shares; 2025Q4: 882 shares; 2026Q1: 1,340 shares 1,340 $403K 0.01% +458 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,402 shares; 2025Q1: 19,246 shares; 2025Q2: 24,990 shares; 2025Q3: 30,737 shares; 2025Q4: 34,563 shares; 2026Q1: 35,446 shares 35,446 $401K 0.01% +883 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,527 shares; 2025Q1: 5,589 shares; 2025Q2: 6,109 shares; 2025Q3: 6,786 shares; 2025Q4: 7,019 shares; 2026Q1: 7,410 shares 7,410 $399K 0.01% +391 Timeline TFLO 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: 7,867 shares 7,867 $398K 0.01% new Timeline EUSB 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: 9,080 shares 9,080 $398K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 913 shares; 2025Q3: 946 shares; 2025Q4: 1,181 shares; 2026Q1: 1,449 shares 1,449 $394K 0.01% +268 Timeline