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: 23,127 shares; 2024Q4: 25,984 shares; 2025Q1: 27,789 shares; 2025Q2: 28,462 shares; 2025Q3: 57,686 shares; 2025Q4: 58,327 shares; 2026Q1: 58,800 shares 58,800 $38.4M 5.31% +473 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: 210,349 shares; 2024Q4: 215,558 shares; 2025Q1: 203,615 shares; 2025Q2: 204,266 shares; 2025Q3: 206,091 shares; 2025Q4: 207,135 shares; 2026Q1: 204,450 shares 204,450 $35.7M 4.93% -2,685 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: 59,074 shares; 2024Q4: 60,608 shares; 2025Q1: 59,111 shares; 2025Q2: 59,209 shares; 2025Q3: 61,371 shares; 2025Q4: 126,329 shares; 2026Q1: 192,015 shares 192,015 $25.5M 3.53% +65,686 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: 62,500 shares; 2024Q4: 65,012 shares; 2025Q1: 68,021 shares; 2025Q2: 63,632 shares; 2025Q3: 78,813 shares; 2025Q4: 81,475 shares; 2026Q1: 81,435 shares 81,435 $20.7M 2.86% -40 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: 64,143 shares; 2024Q4: 66,306 shares; 2025Q1: 66,864 shares; 2025Q2: 66,840 shares; 2025Q3: 67,679 shares; 2025Q4: 69,407 shares; 2026Q1: 70,701 shares 70,701 $20.3M 2.8% +1,294 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: 67,527 shares; 2024Q4: 69,108 shares; 2025Q1: 72,386 shares; 2025Q2: 73,216 shares; 2025Q3: 86,707 shares; 2025Q4: 88,667 shares; 2026Q1: 89,251 shares 89,251 $18.6M 2.57% +584 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: 48,085 shares; 2024Q4: 60,957 shares; 2025Q1: 65,924 shares; 2025Q2: 68,254 shares; 2025Q3: 71,135 shares; 2025Q4: 72,745 shares; 2026Q1: 78,176 shares 78,176 $16.8M 2.33% +5,431 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: 36,050 shares; 2024Q4: 48,878 shares; 2025Q1: 112,280 shares; 2025Q2: 114,948 shares; 2025Q3: 215,752 shares; 2025Q4: 222,853 shares; 2026Q1: 235,200 shares 235,200 $15.9M 2.2% +12,347 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: 143,004 shares; 2024Q4: 166,128 shares; 2025Q1: 169,265 shares; 2025Q2: 174,053 shares; 2025Q3: 178,858 shares; 2025Q4: 190,275 shares; 2026Q1: 196,536 shares 196,536 $15.8M 2.19% +6,261 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: 49,192 shares; 2024Q4: 50,611 shares; 2025Q1: 50,947 shares; 2025Q2: 50,297 shares; 2025Q3: 50,453 shares; 2025Q4: 51,163 shares; 2026Q1: 51,132 shares 51,132 $14.7M 2.03% -31 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: 33,386 shares; 2024Q4: 34,946 shares; 2025Q1: 35,616 shares; 2025Q2: 35,535 shares; 2025Q3: 37,068 shares; 2025Q4: 39,627 shares; 2026Q1: 39,555 shares 39,555 $14.6M 2.02% -72 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,879 shares; 2024Q4: 10,879 shares; 2025Q1: 261,651 shares; 2025Q2: 266,303 shares; 2025Q3: 276,722 shares; 2025Q4: 309,507 shares; 2026Q1: 314,444 shares 314,444 $12.2M 1.69% +4,937 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: 31,074 shares; 2024Q4: 35,567 shares; 2025Q1: 8,546 shares; 2025Q2: 13,553 shares; 2025Q3: 80,225 shares; 2025Q4: 111,963 shares; 2026Q1: 125,121 shares 125,121 $11.3M 1.57% +13,158 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: 67,886 shares; 2024Q4: 82,338 shares; 2025Q1: 87,306 shares; 2025Q2: 89,566 shares; 2025Q3: 90,405 shares; 2025Q4: 95,554 shares; 2026Q1: 95,655 shares 95,655 $10.5M 1.45% +101 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: 104,291 shares; 2024Q4: 105,549 shares; 2025Q1: 108,461 shares; 2025Q2: 95,571 shares; 2025Q3: 93,149 shares; 2025Q4: 89,660 shares; 2026Q1: 99,366 shares 99,366 $9.73M 1.35% +9,706 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: 6,096 shares; 2024Q4: 6,531 shares; 2025Q1: 6,215 shares; 2025Q2: 6,143 shares; 2025Q3: 6,670 shares; 2025Q4: 7,209 shares; 2026Q1: 16,107 shares 16,107 $9.3M 1.29% +8,898 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: 26,111 shares; 2024Q4: 26,268 shares; 2025Q1: 23,964 shares; 2025Q2: 23,713 shares; 2025Q3: 23,863 shares; 2025Q4: 24,097 shares; 2026Q1: 24,602 shares 24,602 $9.04M 1.25% +505 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,933 shares; 2024Q4: 51,250 shares; 2025Q1: 99,575 shares; 2025Q2: 107,819 shares; 2025Q3: 137,338 shares; 2025Q4: 152,406 shares; 2026Q1: 175,393 shares 175,393 $8.83M 1.22% +22,987 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: 156,413 shares; 2024Q4: 153,918 shares; 2025Q1: 144,429 shares; 2025Q2: 134,471 shares; 2025Q3: 129,165 shares; 2025Q4: 119,311 shares; 2026Q1: 111,750 shares 111,750 $8.55M 1.18% -7,561 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: 55,774 shares; 2024Q4: 68,233 shares; 2025Q1: 104,966 shares; 2025Q2: 117,166 shares; 2025Q3: 149,055 shares; 2025Q4: 164,333 shares; 2026Q1: 213,110 shares 213,110 $8.3M 1.15% +48,777 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: 18,589 shares; 2024Q4: 19,727 shares; 2025Q1: 19,858 shares; 2025Q2: 20,565 shares; 2025Q3: 21,246 shares; 2025Q4: 23,095 shares; 2026Q1: 23,451 shares 23,451 $7.26M 1% +356 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: 4,761 shares; 2024Q4: 6,185 shares; 2025Q1: 6,805 shares; 2025Q2: 7,232 shares; 2025Q3: 7,429 shares; 2025Q4: 7,130 shares; 2026Q1: 7,267 shares 7,267 $7.24M 1% +137 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: 2,812 shares; 2024Q4: 10,576 shares; 2025Q1: 11,573 shares; 2025Q2: 11,952 shares; 2025Q3: 12,174 shares; 2025Q4: 14,992 shares; 2026Q1: 16,487 shares 16,487 $7.09M 0.98% +1,495 Timeline XLF 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: 27,622 shares; 2024Q4: 34,508 shares; 2025Q1: 42,870 shares; 2025Q2: 44,156 shares; 2025Q3: 49,578 shares; 2025Q4: 118,888 shares; 2026Q1: 142,162 shares 142,162 $7.02M 0.97% +23,274 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: 12,593 shares; 2024Q4: 13,081 shares; 2025Q1: 13,955 shares; 2025Q2: 14,376 shares; 2025Q3: 13,967 shares; 2025Q4: 13,994 shares; 2026Q1: 14,112 shares 14,112 $6.76M 0.94% +118 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: 2,334 shares; 2024Q4: 2,334 shares; 2025Q1: 20,702 shares; 2025Q2: 20,702 shares; 2025Q3: 20,622 shares; 2025Q4: 20,869 shares; 2026Q1: 20,782 shares 20,782 $6.67M 0.92% -87 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: 3,963 shares; 2024Q4: 3,963 shares; 2025Q1: 4,119 shares; 2025Q2: 4,037 shares; 2025Q3: 5,352 shares; 2025Q4: 4,928 shares; 2026Q1: 33,943 shares 33,943 $6.66M 0.92% +29,015 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,939 shares; 2025Q4: 131,651 shares; 2026Q1: 128,010 shares 128,010 $6.51M 0.9% -3,641 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: 53,310 shares; 2024Q4: 58,742 shares; 2025Q1: 64,914 shares; 2025Q2: 69,915 shares; 2025Q3: 77,969 shares; 2025Q4: 75,372 shares; 2026Q1: 73,811 shares 73,811 $6.51M 0.9% -1,561 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 50,765 shares; 2025Q2: 79,524 shares; 2025Q3: 102,531 shares; 2025Q4: 116,325 shares; 2026Q1: 136,099 shares 136,099 $6.29M 0.87% +19,774 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: 26,266 shares; 2024Q4: 25,902 shares; 2025Q1: 26,679 shares; 2025Q2: 25,724 shares; 2025Q3: 23,518 shares; 2025Q4: 23,129 shares; 2026Q1: 23,094 shares 23,094 $6.29M 0.87% -35 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,148 shares; 2026Q1: 208,552 shares 208,552 $5.98M 0.83% +161,404 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: 1,717 shares; 2024Q4: 1,724 shares; 2025Q1: 8,027 shares; 2025Q2: 8,143 shares; 2025Q3: 9,628 shares; 2025Q4: 9,971 shares; 2026Q1: 9,956 shares 9,956 $5.95M 0.82% -15 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: 6,930 shares; 2024Q4: 21,276 shares; 2025Q1: 30,889 shares; 2025Q2: 34,966 shares; 2025Q3: 37,043 shares; 2025Q4: 43,388 shares; 2026Q1: 46,915 shares 46,915 $5.83M 0.81% +3,527 Timeline VCR 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: 17,403 shares; 2024Q4: 17,210 shares; 2025Q1: 16,605 shares; 2025Q2: 16,272 shares; 2025Q3: 16,248 shares; 2025Q4: 16,139 shares; 2026Q1: 15,991 shares 15,991 $5.74M 0.79% -148 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: 20,900 shares; 2024Q4: 24,310 shares; 2025Q1: 25,482 shares; 2025Q2: 27,136 shares; 2025Q3: 27,948 shares; 2025Q4: 27,826 shares; 2026Q1: 28,507 shares 28,507 $5.47M 0.76% +681 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: not reported; 2024Q4: 16,131 shares; 2025Q1: 18,166 shares; 2025Q2: 19,770 shares; 2025Q3: 21,757 shares; 2025Q4: 23,843 shares; 2026Q1: 27,078 shares 27,078 $5.37M 0.74% +3,235 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: 4,243 shares; 2024Q4: 5,174 shares; 2025Q1: 5,446 shares; 2025Q2: 5,323 shares; 2025Q3: 31,018 shares; 2025Q4: 39,010 shares; 2026Q1: 42,887 shares 42,887 $5.33M 0.74% +3,877 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,449 shares; 2024Q4: 19,188 shares; 2025Q1: 18,218 shares; 2025Q2: 18,479 shares; 2025Q3: 19,455 shares; 2025Q4: 20,728 shares; 2026Q1: 23,366 shares 23,366 $5.11M 0.71% +2,638 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: 13,449 shares; 2024Q4: 12,357 shares; 2025Q1: 11,700 shares; 2025Q2: 11,323 shares; 2025Q3: 9,879 shares; 2025Q4: 29,207 shares; 2026Q1: 34,517 shares 34,517 $5.06M 0.7% +5,310 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: 62,021 shares; 2024Q4: 62,141 shares; 2025Q1: 57,172 shares; 2025Q2: 56,764 shares; 2025Q3: 56,484 shares; 2025Q4: 55,131 shares; 2026Q1: 53,926 shares 53,926 $5M 0.69% -1,205 Timeline HCRB 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: 55,921 shares; 2024Q4: 66,559 shares; 2025Q1: 66,376 shares; 2025Q2: 68,116 shares; 2025Q3: 136,049 shares; 2025Q4: 137,301 shares; 2026Q1: 141,656 shares 141,656 $4.97M 0.69% +4,355 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: not reported; 2024Q4: not reported; 2025Q1: 55,703 shares; 2025Q2: 57,991 shares; 2025Q3: 133,777 shares; 2025Q4: 143,417 shares; 2026Q1: 185,830 shares 185,830 $4.87M 0.67% +42,413 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,113 shares; 2024Q4: 79,762 shares; 2025Q1: 67,891 shares; 2025Q2: 54,224 shares; 2025Q3: 45,665 shares; 2025Q4: 44,452 shares; 2026Q1: 44,223 shares 44,223 $4.69M 0.65% -229 Timeline PTRB PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,878 shares; 2024Q4: 32,057 shares; 2025Q1: 33,054 shares; 2025Q2: 36,439 shares; 2025Q3: 100,221 shares; 2025Q4: 107,845 shares; 2026Q1: 112,616 shares 112,616 $4.67M 0.65% +4,771 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: not reported; 2024Q4: 45,817 shares; 2025Q1: 45,312 shares; 2025Q2: 46,012 shares; 2025Q3: 46,196 shares; 2025Q4: 47,355 shares; 2026Q1: 47,368 shares 47,368 $4.57M 0.63% +13 Timeline XLI 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: 8,172 shares; 2024Q4: 11,715 shares; 2025Q1: 11,296 shares; 2025Q2: 11,297 shares; 2025Q3: 12,164 shares; 2025Q4: 25,705 shares; 2026Q1: 28,227 shares 28,227 $4.57M 0.63% +2,522 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,717 shares; 2025Q3: 39,332 shares; 2025Q4: 50,814 shares; 2026Q1: 64,272 shares 64,272 $4.48M 0.62% +13,458 Timeline CMDT 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: 60,961 shares; 2024Q4: 91,467 shares; 2025Q1: 93,413 shares; 2025Q2: 101,406 shares; 2025Q3: 107,685 shares; 2025Q4: 120,352 shares; 2026Q1: 135,356 shares 135,356 $4.37M 0.6% +15,004 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: 4,906 shares; 2024Q4: 7,093 shares; 2025Q1: 7,982 shares; 2025Q2: 8,107 shares; 2025Q3: 9,531 shares; 2025Q4: 11,253 shares; 2026Q1: 14,432 shares 14,432 $4.25M 0.59% +3,179 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: 3,413 shares; 2024Q4: 3,762 shares; 2025Q1: 4,824 shares; 2025Q2: 4,747 shares; 2025Q3: 5,535 shares; 2025Q4: 5,549 shares; 2026Q1: 6,397 shares 6,397 $4.16M 0.58% +848 Timeline SMH 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: 1,208 shares; 2024Q4: 2,094 shares; 2025Q1: 4,014 shares; 2025Q2: 4,912 shares; 2025Q3: 7,490 shares; 2025Q4: 9,628 shares; 2026Q1: 10,660 shares 10,660 $4.09M 0.57% +1,032 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: 23,560 shares; 2024Q4: 26,494 shares; 2025Q1: 27,214 shares; 2025Q2: 30,928 shares; 2025Q3: 38,258 shares; 2025Q4: 43,941 shares; 2026Q1: 50,146 shares 50,146 $4.04M 0.56% +6,205 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: 42,685 shares; 2024Q4: 132,265 shares; 2025Q1: 131,988 shares; 2025Q2: 128,388 shares; 2025Q3: 128,388 shares; 2025Q4: 125,303 shares; 2026Q1: 127,177 shares 127,177 $3.94M 0.54% +1,874 Timeline XLP 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: 33,573 shares; 2024Q4: 36,972 shares; 2025Q1: 34,469 shares; 2025Q2: 35,097 shares; 2025Q3: 33,722 shares; 2025Q4: 45,685 shares; 2026Q1: 44,722 shares 44,722 $3.67M 0.51% -963 Timeline SMLF 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: 57,360 shares; 2024Q4: 57,418 shares; 2025Q1: 56,464 shares; 2025Q2: 53,175 shares; 2025Q3: 53,175 shares; 2025Q4: 50,942 shares; 2026Q1: 48,548 shares 48,548 $3.66M 0.51% -2,394 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: 5,007 shares; 2024Q4: 5,153 shares; 2025Q1: 5,097 shares; 2025Q2: 5,023 shares; 2025Q3: 5,102 shares; 2025Q4: 15,795 shares; 2026Q1: 5,092 shares 5,092 $3.55M 0.49% -10,703 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: not reported; 2024Q4: 25,360 shares; 2025Q1: 24,862 shares; 2025Q2: 25,304 shares; 2025Q3: 25,530 shares; 2025Q4: 26,365 shares; 2026Q1: 27,014 shares 27,014 $3.54M 0.49% +649 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,340 shares; 2024Q4: 1,309 shares; 2025Q1: 1,406 shares; 2025Q2: 1,387 shares; 2025Q3: 1,579 shares; 2025Q4: 4,734 shares; 2026Q1: 4,656 shares 4,656 $3.3M 0.46% -78 Timeline XLY 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: 1,337 shares; 2024Q4: 3,057 shares; 2025Q1: 3,057 shares; 2025Q2: 3,055 shares; 2025Q3: 3,139 shares; 2025Q4: 27,029 shares; 2026Q1: 30,253 shares 30,253 $3.3M 0.46% +3,224 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,800 shares; 2024Q4: 30,800 shares; 2025Q1: 31,100 shares; 2025Q2: 31,800 shares; 2025Q3: 31,802 shares; 2025Q4: 61,607 shares; 2026Q1: 61,612 shares 61,612 $3.2M 0.44% +5 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: 15,642 shares; 2024Q4: 15,642 shares; 2025Q1: 17,184 shares; 2025Q2: 21,837 shares; 2025Q3: 21,860 shares; 2025Q4: 21,880 shares; 2026Q1: 21,885 shares 21,885 $3.12M 0.43% +5 Timeline XLC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 21,114 shares; 2026Q1: 27,030 shares 27,030 $3M 0.41% +5,916 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: 12,081 shares; 2024Q4: 13,617 shares; 2025Q1: 14,092 shares; 2025Q2: 15,845 shares; 2025Q3: 17,344 shares; 2025Q4: 20,707 shares; 2026Q1: 27,007 shares 27,007 $2.98M 0.41% +6,300 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,894 shares; 2024Q4: 104,894 shares; 2025Q1: 108,989 shares; 2025Q2: 107,588 shares; 2025Q3: 107,588 shares; 2025Q4: 106,502 shares; 2026Q1: 106,502 shares 106,502 $2.98M 0.41% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,338 shares; 2025Q3: 39,538 shares; 2025Q4: 41,168 shares; 2026Q1: 42,402 shares 42,402 $2.9M 0.4% +1,234 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,116 shares; 2025Q2: 23,922 shares; 2025Q3: 31,756 shares; 2025Q4: 38,035 shares; 2026Q1: 48,786 shares 48,786 $2.89M 0.4% +10,751 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,574 shares; 2025Q1: 7,094 shares; 2025Q2: 10,866 shares; 2025Q3: 15,244 shares; 2025Q4: 20,066 shares; 2026Q1: 27,800 shares 27,800 $2.84M 0.39% +7,734 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 42,651 shares; 2026Q1: 59,318 shares 59,318 $2.74M 0.38% +16,667 Timeline HMOP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 41,411 shares; 2025Q3: 50,378 shares; 2025Q4: 52,882 shares; 2026Q1: 68,767 shares 68,767 $2.66M 0.37% +15,885 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,284 shares; 2024Q4: 46,564 shares; 2025Q1: 46,719 shares; 2025Q2: 45,573 shares; 2025Q3: 43,321 shares; 2025Q4: 41,575 shares; 2026Q1: 41,378 shares 41,378 $2.59M 0.36% -197 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 115,219 shares 115,219 $2.58M 0.36% new 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: 12,188 shares; 2024Q4: 30,579 shares; 2025Q1: 30,058 shares; 2025Q2: 21,166 shares; 2025Q3: 20,436 shares; 2025Q4: 22,687 shares; 2026Q1: 22,585 shares 22,585 $2.4M 0.33% -102 Timeline XSMO 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: 14,557 shares; 2024Q4: 16,917 shares; 2025Q1: 17,948 shares; 2025Q2: 20,534 shares; 2025Q3: 22,016 shares; 2025Q4: 26,609 shares; 2026Q1: 31,336 shares 31,336 $2.38M 0.33% +4,727 Timeline IHI 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: 59,731 shares; 2024Q4: 59,426 shares; 2025Q1: 53,518 shares; 2025Q2: 52,936 shares; 2025Q3: 50,658 shares; 2025Q4: 49,361 shares; 2026Q1: 43,925 shares 43,925 $2.34M 0.32% -5,436 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: 10,061 shares; 2024Q4: 14,523 shares; 2025Q1: 13,294 shares; 2025Q2: 13,257 shares; 2025Q3: 12,976 shares; 2025Q4: 13,523 shares; 2026Q1: 13,807 shares 13,807 $2.34M 0.32% +284 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,763 shares; 2025Q1: 18,569 shares; 2025Q2: 18,995 shares; 2025Q3: 19,131 shares; 2025Q4: 20,409 shares; 2026Q1: 19,951 shares 19,951 $2.31M 0.32% -458 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: not reported; 2024Q4: not reported; 2025Q1: 16,925 shares; 2025Q2: 15,716 shares; 2025Q3: 15,772 shares; 2025Q4: 11,135 shares; 2026Q1: 11,135 shares 11,135 $2.29M 0.32% 0 Timeline VIS 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: 6,813 shares; 2024Q4: 6,838 shares; 2025Q1: 6,450 shares; 2025Q2: 6,376 shares; 2025Q3: 6,378 shares; 2025Q4: 6,561 shares; 2026Q1: 7,199 shares 7,199 $2.25M 0.31% +638 Timeline VDC 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: 11,706 shares; 2024Q4: 11,713 shares; 2025Q1: 11,030 shares; 2025Q2: 11,081 shares; 2025Q3: 11,082 shares; 2025Q4: 10,253 shares; 2026Q1: 10,008 shares 10,008 $2.25M 0.31% -245 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,516 shares; 2024Q4: 24,767 shares; 2025Q1: 26,929 shares; 2025Q2: 28,329 shares; 2025Q3: 29,779 shares; 2025Q4: 30,025 shares; 2026Q1: 29,825 shares 29,825 $2.24M 0.31% -200 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: not reported; 2024Q4: 15,309 shares; 2025Q1: 15,049 shares; 2025Q2: 15,471 shares; 2025Q3: 15,646 shares; 2025Q4: 16,815 shares; 2026Q1: 16,803 shares 16,803 $2.2M 0.3% -12 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: 11,049 shares; 2024Q4: 11,409 shares; 2025Q1: 11,032 shares; 2025Q2: 11,101 shares; 2025Q3: 10,530 shares; 2025Q4: 36,662 shares; 2026Q1: 35,471 shares 35,471 $2.17M 0.3% -1,191 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: 11,420 shares; 2024Q4: 11,545 shares; 2025Q1: 10,776 shares; 2025Q2: 10,376 shares; 2025Q3: 9,279 shares; 2025Q4: 26,467 shares; 2026Q1: 21,541 shares 21,541 $2.14M 0.3% -4,926 Timeline CIBR 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: 22,060 shares; 2024Q4: 22,192 shares; 2025Q1: 21,859 shares; 2025Q2: 26,177 shares; 2025Q3: 34,545 shares; 2025Q4: 40,926 shares; 2026Q1: 33,132 shares 33,132 $2.08M 0.29% -7,794 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: not reported; 2024Q4: not reported; 2025Q1: 35,741 shares; 2025Q2: 37,170 shares; 2025Q3: 43,971 shares; 2025Q4: 54,850 shares; 2026Q1: 60,774 shares 60,774 $2.06M 0.29% +5,924 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,281 shares; 2026Q1: 44,002 shares 44,002 $2.01M 0.28% +27,721 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: 10,331 shares; 2024Q4: 10,351 shares; 2025Q1: 9,434 shares; 2025Q2: 9,534 shares; 2025Q3: 10,703 shares; 2025Q4: 10,944 shares; 2026Q1: 10,694 shares 10,694 $1.94M 0.27% -250 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: 28,505 shares; 2024Q4: 28,224 shares; 2025Q1: 29,417 shares; 2025Q2: 28,309 shares; 2025Q3: 28,099 shares; 2025Q4: 27,419 shares; 2026Q1: 33,776 shares 33,776 $1.91M 0.26% +6,357 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: 1,331 shares; 2024Q4: 1,479 shares; 2025Q1: 2,203 shares; 2025Q2: 2,366 shares; 2025Q3: 2,801 shares; 2025Q4: 3,324 shares; 2026Q1: 3,213 shares 3,213 $1.84M 0.25% -111 Timeline ALAI THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,651 shares; 2025Q4: 52,013 shares; 2026Q1: 55,613 shares 55,613 $1.84M 0.25% +3,600 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: not reported; 2024Q4: not reported; 2025Q1: 22,109 shares; 2025Q2: 22,121 shares; 2025Q3: 22,768 shares; 2025Q4: 23,011 shares; 2026Q1: 23,352 shares 23,352 $1.8M 0.25% +341 Timeline SDHY PGIM SHORT DUR HIG YLD OPP F More: the full row for PGIM SHORT DUR HIG YLD OPP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,852 shares; 2024Q4: 94,783 shares; 2025Q1: 102,914 shares; 2025Q2: 104,146 shares; 2025Q3: 104,678 shares; 2025Q4: 102,111 shares; 2026Q1: 110,568 shares 110,568 $1.77M 0.24% +8,457 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,158 shares; 2024Q4: 40,158 shares; 2025Q1: 50,804 shares; 2025Q2: 49,985 shares; 2025Q3: 48,785 shares; 2025Q4: 49,585 shares; 2026Q1: 52,375 shares 52,375 $1.77M 0.24% +2,790 Timeline FVD 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: 42,964 shares; 2024Q4: 42,241 shares; 2025Q1: 39,051 shares; 2025Q2: 38,151 shares; 2025Q3: 38,151 shares; 2025Q4: 37,615 shares; 2026Q1: 37,555 shares 37,555 $1.77M 0.24% -60 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,645 shares; 2025Q1: 15,388 shares; 2025Q2: 14,857 shares; 2025Q3: 14,383 shares; 2025Q4: 18,264 shares; 2026Q1: 21,160 shares 21,160 $1.75M 0.24% +2,896 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: 901 shares; 2024Q4: 903 shares; 2025Q1: 928 shares; 2025Q2: 932 shares; 2025Q3: 936 shares; 2025Q4: 3,163 shares; 2026Q1: 3,101 shares 3,101 $1.75M 0.24% -62 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: 1,503 shares; 2024Q4: 1,577 shares; 2025Q1: 1,614 shares; 2025Q2: 1,617 shares; 2025Q3: 1,756 shares; 2025Q4: 2,032 shares; 2026Q1: 1,844 shares 1,844 $1.7M 0.23% -188 Timeline BOND 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,713 shares; 2026Q1: 17,334 shares 17,334 $1.6M 0.22% +11,621 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,380 shares; 2024Q4: 34,630 shares; 2025Q1: 34,130 shares; 2025Q2: 33,930 shares; 2025Q3: 32,940 shares; 2025Q4: 29,415 shares; 2026Q1: 28,640 shares 28,640 $1.59M 0.22% -775 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 47,381 shares 47,381 $1.59M 0.22% new Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,100 shares; 2026Q1: 38,922 shares 38,922 $1.53M 0.21% +6,822 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: 6,518 shares; 2024Q4: 6,521 shares; 2025Q1: 6,673 shares; 2025Q2: 6,673 shares; 2025Q3: 7,378 shares; 2025Q4: 7,896 shares; 2026Q1: 7,852 shares 7,852 $1.51M 0.21% -44 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,707 shares 17,707 $1.5M 0.21% new 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: not reported; 2024Q4: not reported; 2025Q1: 38,759 shares; 2025Q2: 38,856 shares; 2025Q3: 39,669 shares; 2025Q4: 39,669 shares; 2026Q1: 41,835 shares 41,835 $1.49M 0.21% +2,166 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,918 shares; 2025Q3: 14,690 shares; 2025Q4: 16,032 shares; 2026Q1: 30,621 shares 30,621 $1.42M 0.2% +14,589 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,585 shares; 2025Q2: 19,585 shares; 2025Q3: 19,585 shares; 2025Q4: 19,663 shares; 2026Q1: 19,663 shares 19,663 $1.4M 0.19% 0 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: 10,958 shares; 2024Q4: 10,708 shares; 2025Q1: 19,494 shares; 2025Q2: 19,454 shares; 2025Q3: 19,329 shares; 2025Q4: 17,823 shares; 2026Q1: 23,250 shares 23,250 $1.38M 0.19% +5,427 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,759 shares; 2025Q1: 6,457 shares; 2025Q2: 6,551 shares; 2025Q3: 6,579 shares; 2025Q4: 6,376 shares; 2026Q1: 6,698 shares 6,698 $1.36M 0.19% +322 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: not reported; 2024Q4: not reported; 2025Q1: 41,362 shares; 2025Q2: 18,652 shares; 2025Q3: 18,652 shares; 2025Q4: 18,806 shares; 2026Q1: 18,806 shares 18,806 $1.33M 0.18% 0 Timeline SKYY 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: 10,596 shares; 2024Q4: 10,623 shares; 2025Q1: 10,071 shares; 2025Q2: 10,864 shares; 2025Q3: 11,566 shares; 2025Q4: 11,579 shares; 2026Q1: 11,805 shares 11,805 $1.29M 0.18% +226 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,440 shares; 2024Q4: 19,686 shares; 2025Q1: 18,182 shares; 2025Q2: 17,560 shares; 2025Q3: 17,564 shares; 2025Q4: 16,677 shares; 2026Q1: 16,662 shares 16,662 $1.25M 0.17% -15 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: 5,432 shares; 2024Q4: 5,404 shares; 2025Q1: 5,826 shares; 2025Q2: 5,830 shares; 2025Q3: 5,945 shares; 2025Q4: 6,170 shares; 2026Q1: 5,766 shares 5,766 $1.23M 0.17% -404 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,574 shares; 2025Q2: 3,610 shares; 2025Q3: 4,159 shares; 2025Q4: 5,107 shares; 2026Q1: 7,785 shares 7,785 $1.21M 0.17% +2,678 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: 3,147 shares; 2024Q4: 4,117 shares; 2025Q1: 5,934 shares; 2025Q2: 6,134 shares; 2025Q3: 6,269 shares; 2025Q4: 25,855 shares; 2026Q1: 26,219 shares 26,219 $1.2M 0.17% +364 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 24,535 shares; 2025Q3: 31,715 shares; 2025Q4: 30,646 shares; 2026Q1: 29,760 shares 29,760 $1.17M 0.16% -886 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: not reported; 2024Q4: 2,618 shares; 2025Q1: 2,772 shares; 2025Q2: 2,809 shares; 2025Q3: 2,781 shares; 2025Q4: 2,779 shares; 2026Q1: 2,782 shares 2,782 $1.13M 0.16% +3 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: 2,214 shares; 2024Q4: 2,081 shares; 2025Q1: 2,452 shares; 2025Q2: 2,404 shares; 2025Q3: 2,940 shares; 2025Q4: 4,169 shares; 2026Q1: 4,530 shares 4,530 $1.11M 0.15% +361 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: 7,623 shares; 2024Q4: 7,713 shares; 2025Q1: 7,263 shares; 2025Q2: 7,263 shares; 2025Q3: 6,961 shares; 2025Q4: 7,310 shares; 2026Q1: 7,310 shares 7,310 $1.11M 0.15% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,615 shares; 2025Q1: 1,947 shares; 2025Q2: 1,947 shares; 2025Q3: 3,040 shares; 2025Q4: 3,620 shares; 2026Q1: 4,289 shares 4,289 $1.1M 0.15% +669 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,669 shares; 2024Q4: 1,804 shares; 2025Q1: 2,264 shares; 2025Q2: 2,468 shares; 2025Q3: 2,589 shares; 2025Q4: 2,642 shares; 2026Q1: 2,583 shares 2,583 $1.1M 0.15% -59 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: 10,768 shares; 2024Q4: 12,235 shares; 2025Q1: 11,902 shares; 2025Q2: 12,015 shares; 2025Q3: 15,271 shares; 2025Q4: 17,695 shares; 2026Q1: 20,996 shares 20,996 $1.05M 0.15% +3,301 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,495 shares; 2025Q2: 5,155 shares; 2025Q3: 5,855 shares; 2025Q4: 5,873 shares; 2026Q1: 5,724 shares 5,724 $1.02M 0.14% -149 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: 6,630 shares; 2024Q4: 6,641 shares; 2025Q1: 6,756 shares; 2025Q2: 6,766 shares; 2025Q3: 6,765 shares; 2025Q4: 6,776 shares; 2026Q1: 6,871 shares 6,871 $1.02M 0.14% +95 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,500 shares; 2025Q4: 10,145 shares; 2026Q1: 17,175 shares 17,175 $999K 0.14% +7,030 Timeline FXH 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: 13,070 shares; 2024Q4: 12,175 shares; 2025Q1: 11,140 shares; 2025Q2: 10,895 shares; 2025Q3: 9,553 shares; 2025Q4: 9,293 shares; 2026Q1: 9,093 shares 9,093 $998K 0.14% -200 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 21,166 shares; 2025Q1: 21,166 shares; 2025Q2: 21,166 shares; 2025Q3: 24,166 shares; 2025Q4: 24,261 shares; 2026Q1: 26,261 shares 26,261 $994K 0.14% +2,000 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: 2,684 shares; 2024Q4: 2,324 shares; 2025Q1: 2,450 shares; 2025Q2: 2,334 shares; 2025Q3: 2,501 shares; 2025Q4: 2,450 shares; 2026Q1: 5,155 shares 5,155 $989K 0.14% +2,705 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: 6,148 shares; 2024Q4: 5,986 shares; 2025Q1: 5,951 shares; 2025Q2: 10,087 shares; 2025Q3: 19,552 shares; 2025Q4: 21,212 shares; 2026Q1: 19,725 shares 19,725 $986K 0.14% -1,487 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,724 shares; 2025Q3: 21,724 shares; 2025Q4: 21,724 shares; 2026Q1: 21,833 shares 21,833 $985K 0.14% +109 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: not reported; 2024Q4: not reported; 2025Q1: 7,102 shares; 2025Q2: 6,974 shares; 2025Q3: 7,048 shares; 2025Q4: 7,038 shares; 2026Q1: 21,335 shares 21,335 $974K 0.13% +14,297 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: not reported; 2024Q4: 1,622 shares; 2025Q1: 1,622 shares; 2025Q2: 1,534 shares; 2025Q3: 1,220 shares; 2025Q4: 921 shares; 2026Q1: 806 shares 806 $961K 0.13% -115 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: not reported; 2024Q4: not reported; 2025Q1: 5,475 shares; 2025Q2: 8,485 shares; 2025Q3: 10,805 shares; 2025Q4: 14,797 shares; 2026Q1: 16,524 shares 16,524 $937K 0.13% +1,727 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: 7,890 shares; 2024Q4: 7,810 shares; 2025Q1: 7,310 shares; 2025Q2: 7,270 shares; 2025Q3: 6,860 shares; 2025Q4: 6,810 shares; 2026Q1: 6,810 shares 6,810 $924K 0.13% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,779 shares; 2024Q4: 4,739 shares; 2025Q1: 4,739 shares; 2025Q2: 4,669 shares; 2025Q3: 6,951 shares; 2025Q4: 8,162 shares; 2026Q1: 8,167 shares 8,167 $924K 0.13% +5 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,015 shares; 2024Q4: 1,015 shares; 2025Q1: 2,490 shares; 2025Q2: 2,600 shares; 2025Q3: 2,635 shares; 2025Q4: 3,080 shares; 2026Q1: 3,445 shares 3,445 $879K 0.12% +365 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: 2,661 shares; 2024Q4: 2,816 shares; 2025Q1: 2,820 shares; 2025Q2: 2,883 shares; 2025Q3: 3,166 shares; 2025Q4: 4,075 shares; 2026Q1: 4,201 shares 4,201 $869K 0.12% +126 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,165 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,043 shares; 2025Q4: 3,874 shares; 2026Q1: 4,311 shares 4,311 $858K 0.12% +437 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: 7,321 shares; 2024Q4: 6,614 shares; 2025Q1: 7,732 shares; 2025Q2: 6,792 shares; 2025Q3: 12,536 shares; 2025Q4: 12,897 shares; 2026Q1: 13,239 shares 13,239 $848K 0.12% +342 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,456 shares; 2025Q4: 14,208 shares; 2026Q1: 14,332 shares 14,332 $839K 0.12% +124 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: 2,484 shares; 2024Q4: 2,485 shares; 2025Q1: 2,590 shares; 2025Q2: 2,591 shares; 2025Q3: 2,608 shares; 2025Q4: 2,609 shares; 2026Q1: 2,549 shares 2,549 $838K 0.12% -60 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: 1,051 shares; 2024Q4: 1,458 shares; 2025Q1: 1,612 shares; 2025Q2: 1,702 shares; 2025Q3: 1,738 shares; 2025Q4: 2,190 shares; 2026Q1: 2,207 shares 2,207 $820K 0.11% +17 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: 1,982 shares; 2024Q4: 1,987 shares; 2025Q1: 2,128 shares; 2025Q2: 1,961 shares; 2025Q3: 2,001 shares; 2025Q4: 1,997 shares; 2026Q1: 1,872 shares 1,872 $818K 0.11% -125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,566 shares; 2026Q1: 18,821 shares 18,821 $813K 0.11% +4,255 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,830 shares; 2024Q4: 9,050 shares; 2025Q1: 9,825 shares; 2025Q2: 9,830 shares; 2025Q3: 9,780 shares; 2025Q4: 9,780 shares; 2026Q1: 10,150 shares 10,150 $813K 0.11% +370 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,700 shares; 2025Q3: 6,687 shares; 2025Q4: 6,888 shares; 2026Q1: 8,488 shares 8,488 $800K 0.11% +1,600 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,782 shares; 2025Q4: 14,709 shares; 2026Q1: 15,989 shares 15,989 $797K 0.11% +1,280 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: 4,061 shares; 2024Q4: 3,256 shares; 2025Q1: 1,954 shares; 2025Q2: 2,071 shares; 2025Q3: 2,268 shares; 2025Q4: 2,616 shares; 2026Q1: 3,900 shares 3,900 $793K 0.11% +1,284 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,582 shares; 2025Q4: 2,684 shares; 2026Q1: 2,754 shares 2,754 $791K 0.11% +70 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: not reported; 2024Q4: 86,233 shares; 2025Q1: 84,833 shares; 2025Q2: 80,463 shares; 2025Q3: 64,788 shares; 2025Q4: 46,963 shares; 2026Q1: 41,975 shares 41,975 $772K 0.11% -4,988 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: not reported; 2024Q4: not reported; 2025Q1: 2,563 shares; 2025Q2: 2,563 shares; 2025Q3: 2,563 shares; 2025Q4: 2,563 shares; 2026Q1: 2,563 shares 2,563 $766K 0.11% 0 Timeline TCAF 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: 13,700 shares; 2024Q4: 13,400 shares; 2025Q1: 18,410 shares; 2025Q2: 19,160 shares; 2025Q3: 19,585 shares; 2025Q4: 20,104 shares; 2026Q1: 21,034 shares 21,034 $749K 0.1% +930 Timeline QUS 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: 2,180 shares; 2024Q4: 3,820 shares; 2025Q1: 3,885 shares; 2025Q2: 4,000 shares; 2025Q3: 4,200 shares; 2025Q4: 4,350 shares; 2026Q1: 4,350 shares 4,350 $747K 0.1% 0 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: 19,967 shares; 2024Q4: 19,567 shares; 2025Q1: 18,347 shares; 2025Q2: 16,247 shares; 2025Q3: 15,323 shares; 2025Q4: 13,903 shares; 2026Q1: 11,904 shares 11,904 $716K 0.1% -1,999 Timeline NUAG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,662 shares; 2024Q4: 49,781 shares; 2025Q1: 46,642 shares; 2025Q2: 42,163 shares; 2025Q3: 40,598 shares; 2025Q4: 34,329 shares; 2026Q1: 33,528 shares 33,528 $705K 0.1% -801 Timeline GSLC 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: 3,258 shares; 2024Q4: 3,638 shares; 2025Q1: 3,638 shares; 2025Q2: 3,638 shares; 2025Q3: 5,556 shares; 2025Q4: 5,561 shares; 2026Q1: 5,567 shares 5,567 $697K 0.1% +6 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: not reported; 2024Q4: not reported; 2025Q1: 1,302 shares; 2025Q2: 1,302 shares; 2025Q3: 2,148 shares; 2025Q4: 3,248 shares; 2026Q1: 3,236 shares 3,236 $683K 0.09% -12 Timeline 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: not reported; 2024Q4: 1,107 shares; 2025Q1: 1,101 shares; 2025Q2: 1,011 shares; 2025Q3: 870 shares; 2025Q4: 677 shares; 2026Q1: 588 shares 588 $680K 0.09% -89 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: 11,604 shares; 2024Q4: 17,391 shares; 2025Q1: 15,370 shares; 2025Q2: 16,263 shares; 2025Q3: 19,346 shares; 2025Q4: 17,267 shares; 2026Q1: 23,030 shares 23,030 $668K 0.09% +5,763 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: 1,075 shares; 2024Q4: 1,192 shares; 2025Q1: 1,270 shares; 2025Q2: 1,378 shares; 2025Q3: 1,475 shares; 2025Q4: 1,720 shares; 2026Q1: 2,167 shares 2,167 $655K 0.09% +447 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: not reported; 2024Q4: 956 shares; 2025Q1: 1,147 shares; 2025Q2: 1,115 shares; 2025Q3: 1,171 shares; 2025Q4: 1,888 shares; 2026Q1: 1,912 shares 1,912 $629K 0.09% +24 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: 4,179 shares; 2024Q4: 5,112 shares; 2025Q1: 5,498 shares; 2025Q2: 5,885 shares; 2025Q3: 6,826 shares; 2025Q4: 8,268 shares; 2026Q1: 7,946 shares 7,946 $617K 0.09% -322 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: not reported; 2024Q4: 4,457 shares; 2025Q1: 6,689 shares; 2025Q2: 6,717 shares; 2025Q3: 6,868 shares; 2025Q4: 6,890 shares; 2026Q1: 6,924 shares 6,924 $614K 0.08% +34 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,482 shares; 2026Q1: 16,963 shares 16,963 $601K 0.08% +4,481 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: not reported; 2024Q4: 1,246 shares; 2025Q1: 1,260 shares; 2025Q2: 1,360 shares; 2025Q3: 1,364 shares; 2025Q4: 1,380 shares; 2026Q1: 2,130 shares 2,130 $595K 0.08% +750 Timeline EGP EASTGROUP PPTYS INC More: the full row for EASTGROUP PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,205 shares; 2024Q4: 3,205 shares; 2025Q1: 3,205 shares; 2025Q2: 3,206 shares; 2025Q3: 3,206 shares; 2025Q4: 3,206 shares; 2026Q1: 3,206 shares 3,206 $593K 0.08% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,459 shares; 2024Q4: 5,461 shares; 2025Q1: 5,464 shares; 2025Q2: 5,467 shares; 2025Q3: 5,470 shares; 2025Q4: 5,472 shares; 2026Q1: 5,474 shares 5,474 $588K 0.08% +2 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: 2,674 shares; 2024Q4: 2,724 shares; 2025Q1: 2,724 shares; 2025Q2: 2,724 shares; 2025Q3: 2,523 shares; 2025Q4: 2,673 shares; 2026Q1: 2,677 shares 2,677 $582K 0.08% +4 Timeline ROBT 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: 8,974 shares; 2024Q4: 8,986 shares; 2025Q1: 8,765 shares; 2025Q2: 10,986 shares; 2025Q3: 11,597 shares; 2025Q4: 12,082 shares; 2026Q1: 12,589 shares 12,589 $581K 0.08% +507 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,885 shares; 2026Q1: 23,633 shares 23,633 $576K 0.08% -3,252 Timeline VFMV VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,865 shares; 2025Q2: 3,890 shares; 2025Q3: 4,285 shares; 2025Q4: 4,285 shares; 2026Q1: 4,205 shares 4,205 $560K 0.08% -80 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,409 shares 2,409 $555K 0.08% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 161 shares; 2024Q4: 160 shares; 2025Q1: 160 shares; 2025Q2: 160 shares; 2025Q3: 160 shares; 2025Q4: 160 shares; 2026Q1: 163 shares 163 $551K 0.08% +3 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: 2,055 shares; 2024Q4: 2,759 shares; 2025Q1: 3,068 shares; 2025Q2: 3,097 shares; 2025Q3: 3,738 shares; 2025Q4: 4,462 shares; 2026Q1: 4,565 shares 4,565 $549K 0.08% +103 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: 2,314 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,314 shares; 2025Q4: 2,314 shares; 2026Q1: 2,315 shares 2,315 $547K 0.08% +1 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: 6,189 shares; 2024Q4: 6,964 shares; 2025Q1: 7,424 shares; 2025Q2: 7,354 shares; 2025Q3: 7,664 shares; 2025Q4: 7,664 shares; 2026Q1: 7,683 shares 7,683 $539K 0.07% +19 Timeline SPHD 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: 6,824 shares; 2024Q4: 10,274 shares; 2025Q1: 9,389 shares; 2025Q2: 9,249 shares; 2025Q3: 9,249 shares; 2025Q4: 10,577 shares; 2026Q1: 10,577 shares 10,577 $525K 0.07% 0 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: 6,208 shares; 2024Q4: 5,549 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,869 shares; 2025Q4: 4,870 shares; 2026Q1: 11,169 shares 11,169 $524K 0.07% +6,299 Timeline FXZ 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: 9,461 shares; 2024Q4: 8,736 shares; 2025Q1: 8,095 shares; 2025Q2: 6,832 shares; 2025Q3: 6,841 shares; 2025Q4: 6,852 shares; 2026Q1: 6,759 shares 6,759 $515K 0.07% -93 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: 544 shares; 2024Q4: 769 shares; 2025Q1: 784 shares; 2025Q2: 789 shares; 2025Q3: 824 shares; 2025Q4: 806 shares; 2026Q1: 1,024 shares 1,024 $512K 0.07% +218 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: not reported; 2024Q4: 1,225 shares; 2025Q1: 1,285 shares; 2025Q2: 1,303 shares; 2025Q3: 1,559 shares; 2025Q4: 1,676 shares; 2026Q1: 1,681 shares 1,681 $508K 0.07% +5 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: 861 shares; 2024Q4: 817 shares; 2025Q1: 817 shares; 2025Q2: 829 shares; 2025Q3: 838 shares; 2025Q4: 838 shares; 2026Q1: 823 shares 823 $508K 0.07% -15 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,088 shares 3,088 $505K 0.07% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,563 shares; 2024Q4: 5,937 shares; 2025Q1: 5,999 shares; 2025Q2: 6,086 shares; 2025Q3: 6,140 shares; 2025Q4: 5,063 shares; 2026Q1: 5,183 shares 5,183 $500K 0.07% +120 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: 914 shares; 2024Q4: 926 shares; 2025Q1: 979 shares; 2025Q2: 986 shares; 2025Q3: 1,049 shares; 2025Q4: 1,797 shares; 2026Q1: 1,992 shares 1,992 $483K 0.07% +195 Timeline QFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,447 shares 14,447 $481K 0.07% new Timeline VFH 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: 2,092 shares; 2024Q4: 2,312 shares; 2025Q1: 2,312 shares; 2025Q2: 2,312 shares; 2025Q3: 2,625 shares; 2025Q4: 3,180 shares; 2026Q1: 3,950 shares 3,950 $477K 0.07% +770 Timeline DGRW 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: 3,785 shares; 2024Q4: 6,192 shares; 2025Q1: 6,197 shares; 2025Q2: 5,897 shares; 2025Q3: 5,896 shares; 2025Q4: 5,871 shares; 2026Q1: 5,413 shares 5,413 $475K 0.07% -458 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,217 shares; 2024Q4: 1,218 shares; 2025Q1: 1,297 shares; 2025Q2: 1,301 shares; 2025Q3: 1,415 shares; 2025Q4: 1,504 shares; 2026Q1: 1,529 shares 1,529 $475K 0.07% +25 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 493 shares; 2026Q1: 536 shares 536 $468K 0.06% +43 Timeline FPFD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,184 shares 21,184 $455K 0.06% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 923 shares; 2026Q1: 1,337 shares 1,337 $452K 0.06% +414 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,672 shares; 2025Q1: 4,717 shares; 2025Q2: 4,764 shares; 2025Q3: 4,808 shares; 2025Q4: 5,378 shares; 2026Q1: 5,410 shares 5,410 $443K 0.06% +32 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 3,179 shares; 2025Q1: 3,715 shares; 2025Q2: 3,715 shares; 2025Q3: 3,715 shares; 2025Q4: 3,755 shares; 2026Q1: 3,755 shares 3,755 $442K 0.06% 0 Timeline HIMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,933 shares 8,933 $429K 0.06% new Timeline SPLV 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: 6,260 shares; 2024Q4: 6,267 shares; 2025Q1: 6,199 shares; 2025Q2: 6,207 shares; 2025Q3: 6,190 shares; 2025Q4: 5,848 shares; 2026Q1: 5,856 shares 5,856 $428K 0.06% +8 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,090 shares 6,090 $426K 0.06% new 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: 896 shares; 2024Q4: 944 shares; 2025Q1: 995 shares; 2025Q2: 986 shares; 2025Q3: 1,068 shares; 2025Q4: 1,228 shares; 2026Q1: 1,209 shares 1,209 $426K 0.06% -19 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: 6,732 shares; 2024Q4: 7,927 shares; 2025Q1: 9,244 shares; 2025Q2: 4,471 shares; 2025Q3: 4,585 shares; 2025Q4: 4,590 shares; 2026Q1: 4,404 shares 4,404 $422K 0.06% -186 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,730 shares; 2024Q4: 4,180 shares; 2025Q1: 4,180 shares; 2025Q2: 4,006 shares; 2025Q3: 4,008 shares; 2025Q4: 4,009 shares; 2026Q1: 3,426 shares 3,426 $418K 0.06% -583 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,697 shares 11,697 $414K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,583 shares; 2025Q4: 1,588 shares; 2026Q1: 1,640 shares 1,640 $407K 0.06% +52 Timeline CNEQ THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,070 shares; 2025Q4: 13,210 shares; 2026Q1: 12,910 shares 12,910 $402K 0.06% -300 Timeline TDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,894 shares; 2024Q4: 4,894 shares; 2025Q1: 4,894 shares; 2025Q2: 4,741 shares; 2025Q3: 4,741 shares; 2025Q4: 4,741 shares; 2026Q1: 4,741 shares 4,741 $402K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,370 shares; 2025Q3: 6,110 shares; 2025Q4: 6,186 shares; 2026Q1: 7,415 shares 7,415 $401K 0.06% +1,229 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: 449 shares; 2024Q4: not reported; 2025Q1: 488 shares; 2025Q2: not reported; 2025Q3: 1,247 shares; 2025Q4: 1,332 shares; 2026Q1: 1,470 shares 1,470 $398K 0.05% +138 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,138 shares 8,138 $393K 0.05% new Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,637 shares; 2026Q1: 7,237 shares 7,237 $382K 0.05% -1,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 327 shares; 2025Q4: 425 shares; 2026Q1: 447 shares 447 $378K 0.05% +22 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: not reported; 2024Q4: not reported; 2025Q1: 4,745 shares; 2025Q2: 4,916 shares; 2025Q3: 6,481 shares; 2025Q4: 7,359 shares; 2026Q1: 7,422 shares 7,422 $373K 0.05% +63 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 275 shares; 2025Q3: 351 shares; 2025Q4: 3,481 shares; 2026Q1: 3,842 shares 3,842 $369K 0.05% +361 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: not reported; 2024Q4: 463 shares; 2025Q1: 482 shares; 2025Q2: 439 shares; 2025Q3: 453 shares; 2025Q4: 624 shares; 2026Q1: 611 shares 611 $369K 0.05% -13 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,188 shares; 2025Q1: not reported; 2025Q2: 3,309 shares; 2025Q3: 2,403 shares; 2025Q4: 2,755 shares; 2026Q1: 2,949 shares 2,949 $362K 0.05% +194 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: 3,270 shares; 2024Q4: 2,951 shares; 2025Q1: 2,681 shares; 2025Q2: 2,682 shares; 2025Q3: 2,665 shares; 2025Q4: 2,511 shares; 2026Q1: 2,462 shares 2,462 $359K 0.05% -49 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: not reported; 2024Q4: not reported; 2025Q1: 2,969 shares; 2025Q2: 2,989 shares; 2025Q3: 3,739 shares; 2025Q4: 4,667 shares; 2026Q1: 4,723 shares 4,723 $359K 0.05% +56 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,270 shares; 2025Q3: 2,557 shares; 2025Q4: 3,215 shares; 2026Q1: 3,620 shares 3,620 $352K 0.05% +405 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,289 shares; 2026Q1: 6,291 shares 6,291 $349K 0.05% +2,002 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,038 shares; 2024Q4: not reported; 2025Q1: 1,321 shares; 2025Q2: 1,267 shares; 2025Q3: 1,482 shares; 2025Q4: 2,385 shares; 2026Q1: 1,606 shares 1,606 $349K 0.05% -779 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: not reported; 2024Q4: 1,599 shares; 2025Q1: 1,652 shares; 2025Q2: 1,668 shares; 2025Q3: 1,665 shares; 2025Q4: 1,576 shares; 2026Q1: 1,537 shares 1,537 $347K 0.05% -39 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: 1,764 shares; 2024Q4: 1,817 shares; 2025Q1: 2,018 shares; 2025Q2: 2,015 shares; 2025Q3: 2,670 shares; 2025Q4: 2,220 shares; 2026Q1: 2,389 shares 2,389 $345K 0.05% +169 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,855 shares; 2026Q1: 10,115 shares 10,115 $342K 0.05% +260 Timeline QQEW 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: 2,630 shares; 2024Q4: 2,630 shares; 2025Q1: 2,630 shares; 2025Q2: 2,630 shares; 2025Q3: 2,630 shares; 2025Q4: 2,630 shares; 2026Q1: 2,670 shares 2,670 $339K 0.05% +40 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: 5,876 shares; 2024Q4: 4,910 shares; 2025Q1: 4,910 shares; 2025Q2: 4,964 shares; 2025Q3: 4,964 shares; 2025Q4: 4,910 shares; 2026Q1: 4,910 shares 4,910 $334K 0.05% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,182 shares; 2024Q4: 7,037 shares; 2025Q1: 6,302 shares; 2025Q2: 5,577 shares; 2025Q3: 5,552 shares; 2025Q4: 5,552 shares; 2026Q1: 6,492 shares 6,492 $330K 0.05% +940 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 2,205 shares; 2025Q4: 2,445 shares; 2026Q1: 2,184 shares 2,184 $328K 0.05% -261 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,413 shares; 2026Q1: 3,531 shares 3,531 $328K 0.05% +118 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,529 shares 1,529 $327K 0.05% +116 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,527 shares; 2026Q1: 12,796 shares 12,796 $321K 0.04% -1,731 Timeline PDP 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: 2,432 shares; 2024Q4: 2,432 shares; 2025Q1: 2,716 shares; 2025Q2: 2,716 shares; 2025Q3: 2,632 shares; 2025Q4: 2,632 shares; 2026Q1: 2,632 shares 2,632 $318K 0.04% 0 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: 10,000 shares; 2024Q4: 11,000 shares; 2025Q1: 11,315 shares; 2025Q2: 11,000 shares; 2025Q3: 11,000 shares; 2025Q4: 15,000 shares; 2026Q1: 16,000 shares 16,000 $309K 0.04% +1,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,864 shares 5,864 $308K 0.04% new Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,715 shares; 2025Q1: 2,965 shares; 2025Q2: 2,965 shares; 2025Q3: 3,065 shares; 2025Q4: 3,065 shares; 2026Q1: 2,892 shares 2,892 $304K 0.04% -173 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,701 shares; 2024Q4: 1,921 shares; 2025Q1: 1,921 shares; 2025Q2: 1,921 shares; 2025Q3: 1,921 shares; 2025Q4: 1,921 shares; 2026Q1: 2,042 shares 2,042 $301K 0.04% +121 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,035 shares 6,035 $296K 0.04% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,380 shares; 2024Q4: 1,493 shares; 2025Q1: 1,570 shares; 2025Q2: 1,609 shares; 2025Q3: 1,605 shares; 2025Q4: 1,670 shares; 2026Q1: 1,994 shares 1,994 $293K 0.04% +324 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: 1,266 shares; 2024Q4: not reported; 2025Q1: 1,376 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,873 shares; 2026Q1: 1,888 shares 1,888 $293K 0.04% +15 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,250 shares; 2024Q4: 2,250 shares; 2025Q1: 2,250 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,007 shares; 2026Q1: 2,000 shares 2,000 $289K 0.04% -7 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: 1,129 shares; 2024Q4: 1,193 shares; 2025Q1: 1,043 shares; 2025Q2: 923 shares; 2025Q3: 923 shares; 2025Q4: 923 shares; 2026Q1: 944 shares 944 $285K 0.04% +21 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: 284 shares 284 $273K 0.04% -16 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: 13,135 shares; 2024Q4: 12,885 shares; 2025Q1: 12,885 shares; 2025Q2: 12,750 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $273K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,816 shares; 2025Q3: 2,798 shares; 2025Q4: 3,065 shares; 2026Q1: 2,950 shares 2,950 $272K 0.04% -115 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: 10,280 shares; 2024Q4: 10,280 shares; 2025Q1: 11,661 shares; 2025Q2: 11,661 shares; 2025Q3: 11,861 shares; 2025Q4: 3,548 shares; 2026Q1: 3,958 shares 3,958 $270K 0.04% +410 Timeline FXL 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: 3,130 shares; 2024Q4: 3,130 shares; 2025Q1: not reported; 2025Q2: 1,411 shares; 2025Q3: 1,586 shares; 2025Q4: 1,586 shares; 2026Q1: 1,626 shares 1,626 $258K 0.04% +40 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,458 shares; 2024Q4: 4,458 shares; 2025Q1: 4,458 shares; 2025Q2: 4,458 shares; 2025Q3: 4,458 shares; 2025Q4: 4,458 shares; 2026Q1: 4,458 shares 4,458 $255K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 845 shares; 2026Q1: 881 shares 881 $253K 0.03% +36 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,627 shares; 2026Q1: 1,524 shares 1,524 $252K 0.03% -103 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 530 shares; 2025Q3: 590 shares; 2025Q4: 627 shares; 2026Q1: 639 shares 639 $249K 0.03% +12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,126 shares 5,126 $246K 0.03% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,532 shares 5,532 $244K 0.03% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,103 shares 6,103 $238K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,222 shares 1,222 $237K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,993 shares; 2026Q1: 2,993 shares 2,993 $223K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $222K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,351 shares 3,351 $221K 0.03% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,584 shares; 2026Q1: 7,584 shares 7,584 $221K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,547 shares 1,547 $220K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,986 shares; 2026Q1: 6,986 shares 6,986 $204K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 847 shares 847 $203K 0.03% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,425 shares; 2026Q1: 1,460 shares 1,460 $202K 0.03% +35 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,100 shares; 2025Q4: 15,600 shares; 2026Q1: 15,600 shares 15,600 $163K 0.02% 0 Timeline