DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,374,664 shares; 2024Q4: 2,570,342 shares; 2025Q1: 2,406,046 shares; 2025Q2: 2,341,055 shares; 2025Q3: 2,369,559 shares; 2025Q4: 2,462,405 shares; 2026Q1: 2,456,423 shares 2,456,423 $90.3M 4.93% -5,982 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800,894 shares; 2024Q4: 2,007,885 shares; 2025Q1: 2,134,609 shares; 2025Q2: 2,180,301 shares; 2025Q3: 2,250,268 shares; 2025Q4: 2,360,461 shares; 2026Q1: 2,396,727 shares 2,396,727 $77.2M 4.22% +36,266 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 1,810,371 shares; 2026Q1: 1,907,753 shares 1,907,753 $65.6M 3.59% +97,382 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 150,958 shares; 2025Q4: 1,291,423 shares; 2026Q1: 1,453,353 shares 1,453,353 $58.4M 3.19% +161,930 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,219 shares; 2024Q4: 571,278 shares; 2025Q1: 607,040 shares; 2025Q2: 620,357 shares; 2025Q3: 639,828 shares; 2025Q4: 665,254 shares; 2026Q1: 644,725 shares 644,725 $50.7M 2.77% -20,529 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 578,963 shares; 2026Q1: 631,116 shares 631,116 $47.4M 2.59% +52,153 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: 328,115 shares; 2024Q4: 362,017 shares; 2025Q1: 500,178 shares; 2025Q2: 640,270 shares; 2025Q3: 668,311 shares; 2025Q4: 704,058 shares; 2026Q1: 717,184 shares 717,184 $44.9M 2.45% +13,126 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297,771 shares; 2024Q4: 391,332 shares; 2025Q1: 430,646 shares; 2025Q2: 533,957 shares; 2025Q3: 537,283 shares; 2025Q4: 1,255,985 shares; 2026Q1: 1,271,865 shares 1,271,865 $37.5M 2.05% +15,880 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178,870 shares; 2024Q4: 196,021 shares; 2025Q1: 283,764 shares; 2025Q2: 353,820 shares; 2025Q3: 361,352 shares; 2025Q4: 376,610 shares; 2026Q1: 388,906 shares 388,906 $36.4M 1.99% +12,296 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 395,095 shares; 2026Q1: 433,804 shares 433,804 $35M 1.91% +38,709 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: not reported; 2024Q4: not reported; 2025Q1: 196,934 shares; 2025Q2: 492,548 shares; 2025Q3: 574,411 shares; 2025Q4: 617,791 shares; 2026Q1: 660,550 shares 660,550 $33.3M 1.82% +42,759 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: 352,382 shares; 2025Q2: 851,162 shares; 2025Q3: 1,004,336 shares; 2025Q4: 1,071,903 shares; 2026Q1: 1,183,917 shares 1,183,917 $31M 1.69% +112,014 Timeline JGRO 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: 313,231 shares; 2026Q1: 326,607 shares 326,607 $27.6M 1.51% +13,376 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 969,678 shares; 2026Q1: 952,111 shares 952,111 $25M 1.37% -17,567 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: 47,993 shares; 2024Q4: 56,222 shares; 2025Q1: 60,611 shares; 2025Q2: 65,705 shares; 2025Q3: 72,308 shares; 2025Q4: 95,420 shares; 2026Q1: 97,552 shares 97,552 $24.8M 1.35% +2,132 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 810,412 shares; 2026Q1: 906,147 shares 906,147 $24.6M 1.34% +95,735 Timeline TOLZ 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: 510,889 shares; 2024Q4: 591,174 shares; 2025Q1: 540,483 shares; 2025Q2: 424,224 shares; 2025Q3: 407,183 shares; 2025Q4: 401,282 shares; 2026Q1: 386,498 shares 386,498 $23.2M 1.27% -14,784 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,214 shares; 2024Q4: 207,086 shares; 2025Q1: 296,048 shares; 2025Q2: 385,686 shares; 2025Q3: 414,879 shares; 2025Q4: 447,371 shares; 2026Q1: 463,325 shares 463,325 $22.9M 1.25% +15,954 Timeline AMLP 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: 46,432 shares; 2024Q4: 66,245 shares; 2025Q1: 160,846 shares; 2025Q2: 311,637 shares; 2025Q3: 359,899 shares; 2025Q4: 387,540 shares; 2026Q1: 410,468 shares 410,468 $21.6M 1.18% +22,928 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: 75,258 shares; 2024Q4: 92,142 shares; 2025Q1: 106,316 shares; 2025Q2: 104,102 shares; 2025Q3: 105,883 shares; 2025Q4: 109,076 shares; 2026Q1: 132,078 shares 132,078 $21.6M 1.18% +23,002 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 919,978 shares; 2026Q1: 960,231 shares 960,231 $21.5M 1.17% +40,253 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: 33,424 shares; 2024Q4: 33,117 shares; 2025Q1: 32,491 shares; 2025Q2: 31,504 shares; 2025Q3: 31,099 shares; 2025Q4: 33,915 shares; 2026Q1: 32,710 shares 32,710 $21.3M 1.16% -1,205 Timeline IDGT 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: 109,029 shares; 2024Q4: 133,353 shares; 2025Q1: 156,911 shares; 2025Q2: 156,686 shares; 2025Q3: 163,423 shares; 2025Q4: 171,489 shares; 2026Q1: 210,424 shares 210,424 $20.6M 1.12% +38,935 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: 16,362 shares; 2024Q4: 18,807 shares; 2025Q1: 24,914 shares; 2025Q2: 31,695 shares; 2025Q3: 35,083 shares; 2025Q4: 36,714 shares; 2026Q1: 55,459 shares 55,459 $20.5M 1.12% +18,745 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,352 shares; 2026Q1: 91,693 shares 91,693 $19.7M 1.08% +90,341 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR 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: 310,802 shares; 2025Q3: 516,147 shares; 2025Q4: 598,480 shares; 2026Q1: 622,814 shares 622,814 $19.3M 1.05% +24,334 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 644,513 shares; 2026Q1: 719,222 shares 719,222 $18.2M 0.99% +74,709 Timeline TEQI 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 392,225 shares; 2026Q1: 401,681 shares 401,681 $18.1M 0.99% +9,456 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 474,940 shares; 2026Q1: 506,093 shares 506,093 $18M 0.98% +31,153 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: 23,285 shares; 2024Q4: 26,549 shares; 2025Q1: 26,897 shares; 2025Q2: 47,434 shares; 2025Q3: 52,007 shares; 2025Q4: 89,162 shares; 2026Q1: 101,809 shares 101,809 $17.8M 0.97% +12,647 Timeline REZ 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: 257,529 shares; 2024Q4: 303,214 shares; 2025Q1: 300,753 shares; 2025Q2: 253,861 shares; 2025Q3: 177,814 shares; 2025Q4: 185,616 shares; 2026Q1: 206,867 shares 206,867 $17.2M 0.94% +21,251 Timeline UTES ETFIS SER TR I More: the full row for ETFIS SER 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: 178,279 shares; 2025Q4: 198,795 shares; 2026Q1: 215,234 shares 215,234 $17.2M 0.94% +16,439 Timeline JPSE 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: 310,338 shares; 2026Q1: 316,608 shares 316,608 $16.6M 0.91% +6,270 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,877 shares; 2024Q4: 126,446 shares; 2025Q1: 165,111 shares; 2025Q2: 202,390 shares; 2025Q3: 171,979 shares; 2025Q4: 180,445 shares; 2026Q1: 306,331 shares 306,331 $15.3M 0.83% +125,886 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: 1,759 shares; 2024Q4: 2,023 shares; 2025Q1: 2,808 shares; 2025Q2: 2,349 shares; 2025Q3: 2,657 shares; 2025Q4: 3,702 shares; 2026Q1: 44,823 shares 44,823 $13.9M 0.76% +41,121 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,375 shares; 2024Q4: 101,778 shares; 2025Q1: 100,543 shares; 2025Q2: 94,869 shares; 2025Q3: 30,362 shares; 2025Q4: 137,783 shares; 2026Q1: 265,425 shares 265,425 $13.4M 0.73% +127,642 Timeline FHLC 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: 71,291 shares; 2025Q1: 84,065 shares; 2025Q2: 69,157 shares; 2025Q3: 134,175 shares; 2025Q4: 138,134 shares; 2026Q1: 186,208 shares 186,208 $13.1M 0.72% +48,074 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: 467,611 shares; 2026Q1: 246,329 shares 246,329 $13M 0.71% -221,282 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,419 shares; 2024Q4: 13,060 shares; 2025Q1: 15,414 shares; 2025Q2: 19,752 shares; 2025Q3: 26,793 shares; 2025Q4: 55,171 shares; 2026Q1: 57,687 shares 57,687 $12M 0.66% +2,516 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,632 shares; 2024Q4: 13,656 shares; 2025Q1: 15,379 shares; 2025Q2: 16,416 shares; 2025Q3: 20,305 shares; 2025Q4: 37,754 shares; 2026Q1: 38,854 shares 38,854 $11.2M 0.61% +1,100 Timeline DBND DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,355 shares; 2024Q4: 81,877 shares; 2025Q1: 109,053 shares; 2025Q2: 160,799 shares; 2025Q3: 175,890 shares; 2025Q4: 221,618 shares; 2026Q1: 230,753 shares 230,753 $10.6M 0.58% +9,135 Timeline XC 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: 139,077 shares; 2024Q4: 157,861 shares; 2025Q1: 182,448 shares; 2025Q2: 224,155 shares; 2025Q3: 263,485 shares; 2025Q4: 296,644 shares; 2026Q1: 321,683 shares 321,683 $10M 0.55% +25,039 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,286 shares; 2024Q4: 4,729 shares; 2025Q1: 13,488 shares; 2025Q2: 12,670 shares; 2025Q3: 12,168 shares; 2025Q4: 12,779 shares; 2026Q1: 15,130 shares 15,130 $9.88M 0.54% +2,351 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: 9,284 shares; 2024Q4: 9,024 shares; 2025Q1: 8,968 shares; 2025Q2: 11,073 shares; 2025Q3: 11,996 shares; 2025Q4: 26,912 shares; 2026Q1: 30,861 shares 30,861 $9.55M 0.52% +3,949 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 32,682 shares; 2025Q2: 72,703 shares; 2025Q3: 96,924 shares; 2025Q4: 111,026 shares; 2026Q1: 140,026 shares 140,026 $9.38M 0.51% +29,000 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: 3,979 shares; 2024Q4: 5,245 shares; 2025Q1: 5,546 shares; 2025Q2: 5,933 shares; 2025Q3: 6,238 shares; 2025Q4: 20,314 shares; 2026Q1: 19,566 shares 19,566 $9.38M 0.51% -748 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: 111,748 shares; 2024Q4: 110,311 shares; 2025Q1: 117,005 shares; 2025Q2: 119,762 shares; 2025Q3: 123,430 shares; 2025Q4: 124,330 shares; 2026Q1: 130,789 shares 130,789 $9.18M 0.5% +6,459 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: 7,597 shares; 2024Q4: 7,572 shares; 2025Q1: 7,841 shares; 2025Q2: 7,972 shares; 2025Q3: 11,158 shares; 2025Q4: 15,030 shares; 2026Q1: 15,670 shares 15,670 $9.04M 0.49% +640 Timeline MINT 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: 53,189 shares; 2026Q1: 88,396 shares 88,396 $8.89M 0.49% +35,207 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 129,664 shares; 2026Q1: 136,075 shares 136,075 $8.48M 0.46% +6,411 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: 7,744 shares; 2024Q4: 8,893 shares; 2025Q1: 9,483 shares; 2025Q2: 12,611 shares; 2025Q3: 15,141 shares; 2025Q4: 28,724 shares; 2026Q1: 28,932 shares 28,932 $8.3M 0.45% +208 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,103 shares; 2024Q4: 121,086 shares; 2025Q1: 128,238 shares; 2025Q2: 121,158 shares; 2025Q3: 122,292 shares; 2025Q4: 124,204 shares; 2026Q1: 132,329 shares 132,329 $7.5M 0.41% +8,125 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: 14,315 shares; 2024Q4: 15,545 shares; 2025Q1: 16,527 shares; 2025Q2: 17,143 shares; 2025Q3: 17,897 shares; 2025Q4: 25,709 shares; 2026Q1: 25,421 shares 25,421 $7.48M 0.41% -288 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 62,813 shares; 2025Q4: 86,589 shares; 2026Q1: 149,648 shares 149,648 $7.32M 0.4% +63,059 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY 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: 186,234 shares; 2026Q1: 220,529 shares 220,529 $6.96M 0.38% +34,295 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 149,488 shares; 2026Q1: 155,772 shares 155,772 $6.63M 0.36% +6,284 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: 8,798 shares; 2024Q4: 10,570 shares; 2025Q1: 12,746 shares; 2025Q2: 10,407 shares; 2025Q3: 12,715 shares; 2025Q4: 16,783 shares; 2026Q1: 19,585 shares 19,585 $6.62M 0.36% +2,802 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: 855 shares; 2024Q4: 1,000 shares; 2025Q1: 5,448 shares; 2025Q2: 5,458 shares; 2025Q3: 5,524 shares; 2025Q4: 9,692 shares; 2026Q1: 10,920 shares 10,920 $6.53M 0.36% +1,228 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,370 shares; 2024Q4: 2,627 shares; 2025Q1: 2,931 shares; 2025Q2: 2,617 shares; 2025Q3: 2,655 shares; 2025Q4: 3,767 shares; 2026Q1: 6,910 shares 6,910 $6.36M 0.35% +3,143 Timeline SDVY 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: 185,483 shares; 2024Q4: 201,302 shares; 2025Q1: 215,248 shares; 2025Q2: 178,088 shares; 2025Q3: 168,952 shares; 2025Q4: 166,548 shares; 2026Q1: 160,773 shares 160,773 $6.34M 0.35% -5,775 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: 10,535 shares; 2024Q4: 13,708 shares; 2025Q1: 16,856 shares; 2025Q2: 13,837 shares; 2025Q3: 18,487 shares; 2025Q4: 36,876 shares; 2026Q1: 36,732 shares 36,732 $6.23M 0.34% -144 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: 76,820 shares; 2024Q4: 74,295 shares; 2025Q1: 87,296 shares; 2025Q2: 71,268 shares; 2025Q3: 69,699 shares; 2025Q4: 71,128 shares; 2026Q1: 68,321 shares 68,321 $6.19M 0.34% -2,807 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: 7,469 shares; 2024Q4: 11,052 shares; 2025Q1: 18,414 shares; 2025Q2: 21,510 shares; 2025Q3: 22,996 shares; 2025Q4: 78,421 shares; 2026Q1: 77,483 shares 77,483 $6.01M 0.33% -938 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: 17,481 shares; 2024Q4: 16,995 shares; 2025Q1: 16,914 shares; 2025Q2: 16,920 shares; 2025Q3: 16,932 shares; 2025Q4: 26,016 shares; 2026Q1: 27,743 shares 27,743 $5.93M 0.32% +1,727 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: 38,616 shares; 2024Q4: 44,104 shares; 2025Q1: 54,327 shares; 2025Q2: 34,924 shares; 2025Q3: 25,680 shares; 2025Q4: 24,834 shares; 2026Q1: 22,965 shares 22,965 $5.91M 0.32% -1,869 Timeline HDEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 119,671 shares; 2024Q4: 128,289 shares; 2025Q1: 145,165 shares; 2025Q2: 161,653 shares; 2025Q3: 168,213 shares; 2025Q4: 171,549 shares; 2026Q1: 180,826 shares 180,826 $5.86M 0.32% +9,277 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: 98,591 shares; 2024Q4: 97,537 shares; 2025Q1: 142,667 shares; 2025Q2: 141,388 shares; 2025Q3: 141,510 shares; 2025Q4: 139,500 shares; 2026Q1: 150,541 shares 150,541 $5.85M 0.32% +11,041 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: 1,525 shares; 2024Q4: 1,593 shares; 2025Q1: 1,621 shares; 2025Q2: 1,779 shares; 2025Q3: 1,838 shares; 2025Q4: 5,367 shares; 2026Q1: 5,814 shares 5,814 $5.79M 0.32% +447 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: 6,164 shares; 2025Q1: 4,019 shares; 2025Q2: not reported; 2025Q3: 75,529 shares; 2025Q4: 71,059 shares; 2026Q1: 63,359 shares 63,359 $5.62M 0.31% -7,700 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: 4,552 shares; 2024Q4: 5,047 shares; 2025Q1: 7,185 shares; 2025Q2: 7,291 shares; 2025Q3: 8,886 shares; 2025Q4: 10,021 shares; 2026Q1: 26,591 shares 26,591 $5.5M 0.3% +16,570 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,261 shares; 2024Q4: 14,161 shares; 2025Q1: 14,833 shares; 2025Q2: 16,695 shares; 2025Q3: 19,147 shares; 2025Q4: 32,984 shares; 2026Q1: 44,043 shares 44,043 $5.47M 0.3% +11,059 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: 2,820 shares; 2024Q4: 4,065 shares; 2025Q1: 4,745 shares; 2025Q2: 5,437 shares; 2025Q3: 6,040 shares; 2025Q4: 9,375 shares; 2026Q1: 9,482 shares 9,482 $5.42M 0.3% +107 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: 7,110 shares; 2024Q4: 7,079 shares; 2025Q1: 7,081 shares; 2025Q2: 7,126 shares; 2025Q3: 7,063 shares; 2025Q4: 11,980 shares; 2026Q1: 12,603 shares 12,603 $5.37M 0.29% +623 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: 71,571 shares; 2024Q4: 72,319 shares; 2025Q1: 70,909 shares; 2025Q2: 70,654 shares; 2025Q3: 73,666 shares; 2025Q4: 83,895 shares; 2026Q1: 79,031 shares 79,031 $5.34M 0.29% -4,864 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,830 shares; 2024Q4: 8,055 shares; 2025Q1: 11,340 shares; 2025Q2: 8,666 shares; 2025Q3: 11,783 shares; 2025Q4: 15,181 shares; 2026Q1: 21,698 shares 21,698 $5.3M 0.29% +6,517 Timeline TUA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055,142 shares; 2024Q4: 1,205,994 shares; 2025Q1: 901,742 shares; 2025Q2: 314,134 shares; 2025Q3: 303,909 shares; 2025Q4: 295,635 shares; 2026Q1: 233,128 shares 233,128 $4.92M 0.27% -62,507 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: 7,256 shares; 2024Q4: 7,813 shares; 2025Q1: 23,575 shares; 2025Q2: 25,259 shares; 2025Q3: 25,089 shares; 2025Q4: 12,412 shares; 2026Q1: 12,644 shares 12,644 $4.7M 0.26% +232 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: 134,384 shares; 2024Q4: 148,214 shares; 2025Q1: 117,811 shares; 2025Q2: 38,871 shares; 2025Q3: 30,573 shares; 2025Q4: 40,912 shares; 2026Q1: 42,161 shares 42,161 $4.66M 0.25% +1,249 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: 10,376 shares; 2024Q4: 10,774 shares; 2025Q1: 10,566 shares; 2025Q2: 10,645 shares; 2025Q3: 12,531 shares; 2025Q4: 11,948 shares; 2026Q1: 13,896 shares 13,896 $4.57M 0.25% +1,948 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 5 shares; 2025Q3: 5 shares; 2025Q4: 7 shares; 2026Q1: 6 shares 6 $4.31M 0.24% -1 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,104 shares; 2024Q4: 6,817 shares; 2025Q1: 6,740 shares; 2025Q2: 7,028 shares; 2025Q3: 7,804 shares; 2025Q4: 34,735 shares; 2026Q1: 35,731 shares 35,731 $4.3M 0.23% +996 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 8,282 shares; 2025Q1: 9,239 shares; 2025Q2: 5,227 shares; 2025Q3: 7,529 shares; 2025Q4: 51,654 shares; 2026Q1: 70,473 shares 70,473 $4.27M 0.23% +18,819 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: 15,128 shares; 2024Q4: 20,895 shares; 2025Q1: 19,860 shares; 2025Q2: 10,129 shares; 2025Q3: 10,384 shares; 2025Q4: 11,064 shares; 2026Q1: 12,846 shares 12,846 $4.22M 0.23% +1,782 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY 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: 129,370 shares; 2026Q1: 129,450 shares 129,450 $3.95M 0.22% +80 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,854 shares; 2025Q1: 38,520 shares; 2025Q2: 55,302 shares; 2025Q3: 62,162 shares; 2025Q4: 53,195 shares; 2026Q1: 102,650 shares 102,650 $3.94M 0.22% +49,455 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: 2,541 shares; 2024Q4: 2,551 shares; 2025Q1: 2,673 shares; 2025Q2: 2,743 shares; 2025Q3: 11,367 shares; 2025Q4: 13,509 shares; 2026Q1: 12,240 shares 12,240 $3.93M 0.21% -1,269 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: 4,997 shares; 2024Q4: 6,636 shares; 2025Q1: 7,831 shares; 2025Q2: 7,865 shares; 2025Q3: 8,201 shares; 2025Q4: 13,137 shares; 2026Q1: 12,584 shares 12,584 $3.8M 0.21% -553 Timeline FTSM 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: 63,300 shares; 2024Q4: 66,271 shares; 2025Q1: 68,660 shares; 2025Q2: 67,742 shares; 2025Q3: 66,894 shares; 2025Q4: 65,819 shares; 2026Q1: 62,583 shares 62,583 $3.74M 0.2% -3,236 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: 32,683 shares; 2024Q4: 31,869 shares; 2025Q1: 35,137 shares; 2025Q2: 34,421 shares; 2025Q3: 34,358 shares; 2025Q4: 39,003 shares; 2026Q1: 46,964 shares 46,964 $3.57M 0.2% +7,961 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291,203 shares; 2024Q4: 372,719 shares; 2025Q1: 551,152 shares; 2025Q2: 689,784 shares; 2025Q3: 143,207 shares; 2025Q4: 148,299 shares; 2026Q1: 144,796 shares 144,796 $3.42M 0.19% -3,503 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: not reported; 2025Q4: 1,138 shares; 2026Q1: 11,813 shares 11,813 $3.39M 0.19% +10,675 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,412 shares; 2025Q3: 2,914 shares; 2025Q4: 7,664 shares; 2026Q1: 9,643 shares 9,643 $3.26M 0.18% +1,979 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: 6,969 shares; 2024Q4: 7,866 shares; 2025Q1: 7,896 shares; 2025Q2: 7,723 shares; 2025Q3: 7,865 shares; 2025Q4: 15,798 shares; 2026Q1: 16,811 shares 16,811 $3.23M 0.18% +1,013 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: 82,532 shares; 2024Q4: 95,725 shares; 2025Q1: 98,493 shares; 2025Q2: 95,562 shares; 2025Q3: 97,647 shares; 2025Q4: 99,032 shares; 2026Q1: 101,554 shares 101,554 $3.08M 0.17% +2,522 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,000 shares; 2026Q1: 22,257 shares 22,257 $3.03M 0.17% +2,257 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT 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: 85,697 shares; 2026Q1: 85,467 shares 85,467 $2.85M 0.16% -230 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: 6,004 shares; 2024Q4: 6,210 shares; 2025Q1: 6,126 shares; 2025Q2: 5,910 shares; 2025Q3: 5,907 shares; 2025Q4: 6,638 shares; 2026Q1: 6,378 shares 6,378 $2.74M 0.15% -260 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,811 shares; 2024Q4: 30,563 shares; 2025Q1: 29,429 shares; 2025Q2: 29,392 shares; 2025Q3: 32,298 shares; 2025Q4: 57,191 shares; 2026Q1: 56,061 shares 56,061 $2.73M 0.15% -1,130 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,724 shares; 2024Q4: 76,754 shares; 2025Q1: 70,345 shares; 2025Q2: 60,957 shares; 2025Q3: 61,520 shares; 2025Q4: 61,257 shares; 2026Q1: 60,530 shares 60,530 $2.66M 0.15% -727 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,642 shares; 2024Q4: 39,023 shares; 2025Q1: 47,013 shares; 2025Q2: 56,017 shares; 2025Q3: 59,187 shares; 2025Q4: 60,515 shares; 2026Q1: 64,229 shares 64,229 $2.66M 0.15% +3,714 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: 2,654 shares; 2024Q4: 2,883 shares; 2025Q1: 3,079 shares; 2025Q2: 3,734 shares; 2025Q3: 4,316 shares; 2025Q4: 13,407 shares; 2026Q1: 13,645 shares 13,645 $2.63M 0.14% +238 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: 8,390 shares; 2024Q4: 9,509 shares; 2025Q1: 10,672 shares; 2025Q2: 9,005 shares; 2025Q3: 9,250 shares; 2025Q4: 11,584 shares; 2026Q1: 17,829 shares 17,829 $2.58M 0.14% +6,245 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: 1,891 shares; 2024Q4: 2,186 shares; 2025Q1: 2,692 shares; 2025Q2: 2,491 shares; 2025Q3: 2,388 shares; 2025Q4: 27,632 shares; 2026Q1: 26,017 shares 26,017 $2.5M 0.14% -1,615 Timeline TCHP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 55,924 shares; 2026Q1: 56,064 shares 56,064 $2.48M 0.14% +140 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,058 shares; 2024Q4: 4,035 shares; 2025Q1: 4,047 shares; 2025Q2: 4,059 shares; 2025Q3: 4,073 shares; 2025Q4: 3,915 shares; 2026Q1: 24,886 shares 24,886 $2.42M 0.13% +20,971 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,368 shares; 2024Q4: 17,814 shares; 2025Q1: 17,831 shares; 2025Q2: 17,592 shares; 2025Q3: 17,691 shares; 2025Q4: 33,207 shares; 2026Q1: 18,150 shares 18,150 $2.4M 0.13% -15,057 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 663 shares; 2024Q4: 713 shares; 2025Q1: 964 shares; 2025Q2: 601 shares; 2025Q3: 863 shares; 2025Q4: 1,554 shares; 2026Q1: 1,767 shares 1,767 $2.33M 0.13% +213 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,542 shares; 2025Q2: 19,116 shares; 2025Q3: 19,122 shares; 2025Q4: 18,589 shares; 2026Q1: 18,471 shares 18,471 $2.33M 0.13% -118 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 64,591 shares; 2026Q1: 70,116 shares 70,116 $2.32M 0.13% +5,525 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,160 shares; 2024Q4: 88,383 shares; 2025Q1: 83,678 shares; 2025Q2: 84,752 shares; 2025Q3: 78,756 shares; 2025Q4: 79,182 shares; 2026Q1: 75,474 shares 75,474 $2.32M 0.13% -3,708 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: 11,093 shares; 2024Q4: 12,762 shares; 2025Q1: 14,206 shares; 2025Q2: 17,348 shares; 2025Q3: 30,031 shares; 2025Q4: 35,318 shares; 2026Q1: 45,894 shares 45,894 $2.3M 0.13% +10,576 Timeline IHAK 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: 43,719 shares; 2024Q4: 71,202 shares; 2025Q1: 70,565 shares; 2025Q2: 52,309 shares; 2025Q3: 52,202 shares; 2025Q4: 53,381 shares; 2026Q1: 52,648 shares 52,648 $2.3M 0.13% -733 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 85,881 shares; 2025Q4: 88,380 shares; 2026Q1: 91,565 shares 91,565 $2.27M 0.12% +3,185 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: 5,206 shares; 2024Q4: 5,507 shares; 2025Q1: 6,024 shares; 2025Q2: 5,307 shares; 2025Q3: 5,962 shares; 2025Q4: 10,464 shares; 2026Q1: 10,305 shares 10,305 $2.24M 0.12% -159 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,119 shares; 2024Q4: 26,021 shares; 2025Q1: 28,856 shares; 2025Q2: 38,153 shares; 2025Q3: 46,310 shares; 2025Q4: 60,589 shares; 2026Q1: 76,994 shares 76,994 $2.23M 0.12% +16,405 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,456 shares; 2024Q4: 7,766 shares; 2025Q1: 12,189 shares; 2025Q2: 11,722 shares; 2025Q3: 12,074 shares; 2025Q4: 12,290 shares; 2026Q1: 15,919 shares 15,919 $2.22M 0.12% +3,629 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: 3,981 shares; 2024Q4: 4,214 shares; 2025Q1: 4,568 shares; 2025Q2: 7,125 shares; 2025Q3: 9,270 shares; 2025Q4: 10,039 shares; 2026Q1: 13,972 shares 13,972 $2.17M 0.12% +3,933 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: 2,542 shares; 2024Q4: 2,952 shares; 2025Q1: 3,627 shares; 2025Q2: 3,449 shares; 2025Q3: 3,713 shares; 2025Q4: 4,821 shares; 2026Q1: 4,340 shares 4,340 $2.17M 0.12% -481 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: 1,048 shares; 2024Q4: 1,893 shares; 2025Q1: 1,958 shares; 2025Q2: 1,800 shares; 2025Q3: 2,040 shares; 2025Q4: 2,755 shares; 2026Q1: 3,058 shares 3,058 $2.17M 0.12% +303 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,125 shares; 2024Q4: 2,249 shares; 2025Q1: 3,050 shares; 2025Q2: 7,439 shares; 2025Q3: 8,924 shares; 2025Q4: 15,201 shares; 2026Q1: 15,999 shares 15,999 $2.11M 0.12% +798 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: 7,976 shares; 2024Q4: 11,340 shares; 2025Q1: 14,000 shares; 2025Q2: 13,942 shares; 2025Q3: 15,821 shares; 2025Q4: 20,498 shares; 2026Q1: 21,692 shares 21,692 $2.09M 0.11% +1,194 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: 30,668 shares; 2024Q4: 29,767 shares; 2025Q1: 29,772 shares; 2025Q2: 29,783 shares; 2025Q3: 29,646 shares; 2025Q4: 29,285 shares; 2026Q1: 29,414 shares 29,414 $2.09M 0.11% +129 Timeline MEAR 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: 19,582 shares; 2024Q4: 21,132 shares; 2025Q1: 25,079 shares; 2025Q2: 29,787 shares; 2025Q3: 40,268 shares; 2025Q4: 40,384 shares; 2026Q1: 41,169 shares 41,169 $2.07M 0.11% +785 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: 2,817 shares; 2024Q4: 3,915 shares; 2025Q1: 7,014 shares; 2025Q2: 6,916 shares; 2025Q3: 6,733 shares; 2025Q4: 8,730 shares; 2026Q1: 12,522 shares 12,522 $2.07M 0.11% +3,792 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,945 shares; 2026Q1: 26,945 shares 26,945 $2.06M 0.11% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,020 shares; 2025Q1: 1,099 shares; 2025Q2: 1,421 shares; 2025Q3: 1,427 shares; 2025Q4: 6,533 shares; 2026Q1: 8,811 shares 8,811 $2.02M 0.11% +2,278 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,600 shares; 2026Q1: 39,600 shares 39,600 $2.02M 0.11% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,597 shares; 2024Q4: 1,476 shares; 2025Q1: 1,548 shares; 2025Q2: 1,694 shares; 2025Q3: 2,178 shares; 2025Q4: 5,173 shares; 2026Q1: 5,896 shares 5,896 $2.02M 0.11% +723 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: 13,181 shares; 2024Q4: 14,486 shares; 2025Q1: 12,828 shares; 2025Q2: 12,851 shares; 2025Q3: 13,165 shares; 2025Q4: 20,094 shares; 2026Q1: 30,556 shares 30,556 $1.96M 0.11% +10,462 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: 438 shares; 2025Q3: 530 shares; 2025Q4: 2,142 shares; 2026Q1: 2,307 shares 2,307 $1.95M 0.11% +165 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: 70,600 shares; 2024Q4: 7,518 shares; 2025Q1: 7,412 shares; 2025Q2: 6,740 shares; 2025Q3: 6,690 shares; 2025Q4: 7,033 shares; 2026Q1: 7,039 shares 7,039 $1.92M 0.1% +6 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,039 shares; 2025Q1: 1,048 shares; 2025Q2: 1,543 shares; 2025Q3: 1,716 shares; 2025Q4: 4,225 shares; 2026Q1: 5,560 shares 5,560 $1.91M 0.1% +1,335 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: 2,945 shares; 2024Q4: 2,995 shares; 2025Q1: 2,816 shares; 2025Q2: 2,816 shares; 2025Q3: 2,818 shares; 2025Q4: 3,223 shares; 2026Q1: 4,346 shares 4,346 $1.9M 0.1% +1,123 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: 15,720 shares; 2024Q4: 15,997 shares; 2025Q1: 25,934 shares; 2025Q2: 24,410 shares; 2025Q3: 23,584 shares; 2025Q4: 23,207 shares; 2026Q1: 25,482 shares 25,482 $1.89M 0.1% +2,275 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,430 shares; 2024Q4: 9,345 shares; 2025Q1: 9,645 shares; 2025Q2: 10,570 shares; 2025Q3: 10,851 shares; 2025Q4: 11,076 shares; 2026Q1: 11,376 shares 11,376 $1.84M 0.1% +300 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 4,936 shares; 2025Q1: 7,411 shares; 2025Q2: 7,334 shares; 2025Q3: 10,465 shares; 2025Q4: 13,788 shares; 2026Q1: 16,178 shares 16,178 $1.83M 0.1% +2,390 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,291 shares; 2025Q1: 4,916 shares; 2025Q2: 8,344 shares; 2025Q3: 9,376 shares; 2025Q4: 10,413 shares; 2026Q1: 12,439 shares 12,439 $1.82M 0.1% +2,026 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: 10,027 shares; 2024Q4: 10,027 shares; 2025Q1: 17,306 shares; 2025Q2: 16,677 shares; 2025Q3: 16,168 shares; 2025Q4: 15,616 shares; 2026Q1: 15,763 shares 15,763 $1.78M 0.1% +147 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: 6,368 shares; 2024Q4: 5,572 shares; 2025Q1: 28,079 shares; 2025Q2: 27,031 shares; 2025Q3: 26,159 shares; 2025Q4: 26,633 shares; 2026Q1: 25,111 shares 25,111 $1.75M 0.1% -1,522 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: 6,178 shares; 2024Q4: 9,451 shares; 2025Q1: 11,917 shares; 2025Q2: 10,861 shares; 2025Q3: 10,975 shares; 2025Q4: 10,980 shares; 2026Q1: 17,603 shares 17,603 $1.75M 0.1% +6,623 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,517 shares; 2024Q4: 17,260 shares; 2025Q1: 21,454 shares; 2025Q2: 17,591 shares; 2025Q3: 18,596 shares; 2025Q4: 19,795 shares; 2026Q1: 20,423 shares 20,423 $1.68M 0.09% +628 Timeline VOX 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: 19,866 shares; 2024Q4: 15,355 shares; 2025Q1: 12,612 shares; 2025Q2: 11,241 shares; 2025Q3: 10,070 shares; 2025Q4: 9,977 shares; 2026Q1: 9,277 shares 9,277 $1.67M 0.09% -700 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: 12,522 shares; 2024Q4: 16,367 shares; 2025Q1: 22,149 shares; 2025Q2: 24,986 shares; 2025Q3: 25,961 shares; 2025Q4: 26,598 shares; 2026Q1: 25,123 shares 25,123 $1.66M 0.09% -1,475 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY 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: 40,735 shares; 2026Q1: 55,771 shares 55,771 $1.64M 0.09% +15,036 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: 38,300 shares; 2024Q4: 37,767 shares; 2025Q1: 39,022 shares; 2025Q2: 38,466 shares; 2025Q3: 36,824 shares; 2025Q4: 33,810 shares; 2026Q1: 30,867 shares 30,867 $1.62M 0.09% -2,943 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: 2,299 shares; 2024Q4: 2,625 shares; 2025Q1: 2,971 shares; 2025Q2: 4,420 shares; 2025Q3: 4,630 shares; 2025Q4: 10,205 shares; 2026Q1: 10,661 shares 10,661 $1.57M 0.09% +456 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 4,738 shares; 2025Q1: 5,728 shares; 2025Q2: 8,426 shares; 2025Q3: 9,447 shares; 2025Q4: 11,371 shares; 2026Q1: 19,397 shares 19,397 $1.54M 0.08% +8,026 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,216 shares; 2024Q4: 1,804 shares; 2025Q1: 1,703 shares; 2025Q2: 1,794 shares; 2025Q3: 1,798 shares; 2025Q4: 4,021 shares; 2026Q1: 5,865 shares 5,865 $1.54M 0.08% +1,844 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 2,020 shares; 2025Q1: 2,209 shares; 2025Q2: 3,425 shares; 2025Q3: 3,732 shares; 2025Q4: 8,238 shares; 2026Q1: 9,544 shares 9,544 $1.52M 0.08% +1,306 Timeline NCDL NUVEEN CHURCHILL DIRECT LEND More: the full row for NUVEEN CHURCHILL DIRECT LEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,688 shares; 2024Q4: 111,604 shares; 2025Q1: 112,471 shares; 2025Q2: 113,432 shares; 2025Q3: 114,174 shares; 2025Q4: 115,053 shares; 2026Q1: 116,409 shares 116,409 $1.48M 0.08% +1,356 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: 6,126 shares; 2024Q4: 5,626 shares; 2025Q1: 7,623 shares; 2025Q2: 7,212 shares; 2025Q3: 7,176 shares; 2025Q4: 7,055 shares; 2026Q1: 8,093 shares 8,093 $1.47M 0.08% +1,038 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 4,465 shares; 2025Q1: 5,634 shares; 2025Q2: 4,456 shares; 2025Q3: 5,632 shares; 2025Q4: 6,048 shares; 2026Q1: 11,021 shares 11,021 $1.42M 0.08% +4,973 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,676 shares; 2024Q4: 5,400 shares; 2025Q1: 7,011 shares; 2025Q2: 6,155 shares; 2025Q3: 6,839 shares; 2025Q4: 14,700 shares; 2026Q1: 13,698 shares 13,698 $1.41M 0.08% -1,002 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: 1,494 shares; 2024Q4: 1,595 shares; 2025Q1: 2,203 shares; 2025Q2: 2,809 shares; 2025Q3: 3,251 shares; 2025Q4: 4,787 shares; 2026Q1: 5,593 shares 5,593 $1.36M 0.07% +806 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: 5,448 shares; 2024Q4: 5,614 shares; 2025Q1: 5,679 shares; 2025Q2: 5,147 shares; 2025Q3: 5,085 shares; 2025Q4: 5,395 shares; 2026Q1: 5,414 shares 5,414 $1.34M 0.07% +19 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: 2,695 shares; 2025Q3: 3,013 shares; 2025Q4: 5,385 shares; 2026Q1: 6,267 shares 6,267 $1.34M 0.07% +882 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,301 shares; 2024Q4: 16,785 shares; 2025Q1: 16,821 shares; 2025Q2: 9,266 shares; 2025Q3: 9,986 shares; 2025Q4: 10,552 shares; 2026Q1: 50,966 shares 50,966 $1.31M 0.07% +40,414 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,300 shares; 2025Q2: not reported; 2025Q3: 3,768 shares; 2025Q4: 16,639 shares; 2026Q1: 14,958 shares 14,958 $1.3M 0.07% -1,681 Timeline PPA 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: not reported; 2024Q4: 4,836 shares; 2025Q1: 7,228 shares; 2025Q2: 8,170 shares; 2025Q3: 8,935 shares; 2025Q4: 8,214 shares; 2026Q1: 7,814 shares 7,814 $1.29M 0.07% -400 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 5,774 shares; 2025Q1: 9,542 shares; 2025Q2: 4,363 shares; 2025Q3: 5,936 shares; 2025Q4: 8,731 shares; 2026Q1: 13,913 shares 13,913 $1.29M 0.07% +5,182 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,518 shares; 2025Q3: 5,405 shares; 2025Q4: 8,158 shares; 2026Q1: 9,725 shares 9,725 $1.29M 0.07% +1,567 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 1,087 shares; 2025Q1: 1,629 shares; 2025Q2: 1,855 shares; 2025Q3: 2,809 shares; 2025Q4: 4,598 shares; 2026Q1: 5,255 shares 5,255 $1.28M 0.07% +657 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,354 shares; 2024Q4: 13,566 shares; 2025Q1: 13,319 shares; 2025Q2: 12,849 shares; 2025Q3: 12,956 shares; 2025Q4: 13,374 shares; 2026Q1: 13,327 shares 13,327 $1.27M 0.07% -47 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,402 shares; 2024Q4: not reported; 2025Q1: 2,762 shares; 2025Q2: 3,096 shares; 2025Q3: 4,792 shares; 2025Q4: 7,301 shares; 2026Q1: 8,267 shares 8,267 $1.26M 0.07% +966 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: 1,969 shares; 2024Q4: 2,472 shares; 2025Q1: 8,844 shares; 2025Q2: 5,563 shares; 2025Q3: 5,490 shares; 2025Q4: 4,274 shares; 2026Q1: 10,146 shares 10,146 $1.26M 0.07% +5,872 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,224 shares; 2025Q1: 5,139 shares; 2025Q2: 7,416 shares; 2025Q3: 8,792 shares; 2025Q4: 10,822 shares; 2026Q1: 10,716 shares 10,716 $1.26M 0.07% -106 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 3,105 shares; 2025Q1: 3,670 shares; 2025Q2: 3,684 shares; 2025Q3: 4,293 shares; 2025Q4: 5,171 shares; 2026Q1: 15,912 shares 15,912 $1.25M 0.07% +10,741 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,501 shares; 2024Q4: 3,993 shares; 2025Q1: 3,743 shares; 2025Q2: 3,996 shares; 2025Q3: 4,793 shares; 2025Q4: 6,970 shares; 2026Q1: 7,506 shares 7,506 $1.24M 0.07% +536 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,096 shares; 2024Q4: 16,377 shares; 2025Q1: 20,693 shares; 2025Q2: 17,109 shares; 2025Q3: 22,674 shares; 2025Q4: 34,276 shares; 2026Q1: 43,790 shares 43,790 $1.23M 0.07% +9,514 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: 61,480 shares; 2025Q2: 37,796 shares; 2025Q3: 35,258 shares; 2025Q4: 29,496 shares; 2026Q1: 26,503 shares 26,503 $1.22M 0.07% -2,993 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: 10,393 shares; 2024Q4: 10,672 shares; 2025Q1: 11,502 shares; 2025Q2: 11,137 shares; 2025Q3: 12,271 shares; 2025Q4: 11,950 shares; 2026Q1: 12,594 shares 12,594 $1.21M 0.07% +644 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,330 shares; 2024Q4: 3,113 shares; 2025Q1: 3,305 shares; 2025Q2: 3,831 shares; 2025Q3: 4,528 shares; 2025Q4: 4,439 shares; 2026Q1: 5,136 shares 5,136 $1.21M 0.07% +697 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,867 shares; 2024Q4: 14,802 shares; 2025Q1: 19,296 shares; 2025Q2: 19,259 shares; 2025Q3: 21,132 shares; 2025Q4: 20,676 shares; 2026Q1: 20,678 shares 20,678 $1.21M 0.07% +2 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: 14,947 shares; 2024Q4: 14,947 shares; 2025Q1: 14,947 shares; 2025Q2: 14,947 shares; 2025Q3: 14,947 shares; 2025Q4: 16,954 shares; 2026Q1: 17,739 shares 17,739 $1.21M 0.07% +785 Timeline JPIE 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: 23,644 shares; 2026Q1: 25,965 shares 25,965 $1.2M 0.07% +2,321 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,244 shares; 2025Q1: 1,383 shares; 2025Q2: 1,682 shares; 2025Q3: 1,657 shares; 2025Q4: 2,986 shares; 2026Q1: 3,359 shares 3,359 $1.18M 0.06% +373 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: 2,312 shares; 2024Q4: 2,211 shares; 2025Q1: 3,217 shares; 2025Q2: 3,328 shares; 2025Q3: 3,711 shares; 2025Q4: 4,962 shares; 2026Q1: 5,787 shares 5,787 $1.18M 0.06% +825 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,542 shares; 2024Q4: 11,547 shares; 2025Q1: 11,707 shares; 2025Q2: 11,637 shares; 2025Q3: 11,640 shares; 2025Q4: 11,644 shares; 2026Q1: 11,647 shares 11,647 $1.17M 0.06% +3 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 597 shares; 2024Q4: 999 shares; 2025Q1: 1,497 shares; 2025Q2: 1,020 shares; 2025Q3: 1,001 shares; 2025Q4: 1,068 shares; 2026Q1: 1,303 shares 1,303 $1.17M 0.06% +235 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: 1,514 shares; 2024Q4: 1,483 shares; 2025Q1: 1,511 shares; 2025Q2: 1,511 shares; 2025Q3: 1,484 shares; 2025Q4: 8,966 shares; 2026Q1: 8,773 shares 8,773 $1.17M 0.06% -193 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: 727 shares; 2024Q4: 668 shares; 2025Q1: 739 shares; 2025Q2: 931 shares; 2025Q3: 938 shares; 2025Q4: 1,669 shares; 2026Q1: 2,059 shares 2,059 $1.16M 0.06% +390 Timeline OAKM HARRIS OAKMARK ETF TRUST More: the full row for HARRIS OAKMARK 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: 41,316 shares; 2026Q1: 42,016 shares 42,016 $1.16M 0.06% +700 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: 1,040 shares; 2024Q4: 1,108 shares; 2025Q1: 1,443 shares; 2025Q2: 1,452 shares; 2025Q3: 1,527 shares; 2025Q4: 3,328 shares; 2026Q1: 3,763 shares 3,763 $1.14M 0.06% +435 Timeline EQIX EQUINIX INC More: the full row for EQUINIX 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: 401 shares; 2025Q3: 275 shares; 2025Q4: 314 shares; 2026Q1: 1,160 shares 1,160 $1.14M 0.06% +846 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: 9,364 shares; 2024Q4: 37,687 shares; 2025Q1: 37,710 shares; 2025Q2: 43,827 shares; 2025Q3: 41,246 shares; 2025Q4: 41,429 shares; 2026Q1: 38,849 shares 38,849 $1.13M 0.06% -2,580 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,493 shares; 2024Q4: 3,077 shares; 2025Q1: 3,965 shares; 2025Q2: 3,284 shares; 2025Q3: 3,610 shares; 2025Q4: 3,811 shares; 2026Q1: 12,591 shares 12,591 $1.13M 0.06% +8,780 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: 1,098 shares; 2024Q4: 1,053 shares; 2025Q1: not reported; 2025Q2: 887 shares; 2025Q3: not reported; 2025Q4: 3,514 shares; 2026Q1: 4,987 shares 4,987 $1.13M 0.06% +1,473 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: 3,840 shares; 2024Q4: 4,204 shares; 2025Q1: 3,792 shares; 2025Q2: 6,600 shares; 2025Q3: 9,169 shares; 2025Q4: 11,086 shares; 2026Q1: 12,047 shares 12,047 $1.12M 0.06% +961 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,996 shares; 2024Q4: 25,094 shares; 2025Q1: 25,199 shares; 2025Q2: 25,306 shares; 2025Q3: 25,306 shares; 2025Q4: 25,306 shares; 2026Q1: 25,398 shares 25,398 $1.11M 0.06% +92 Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,112 shares; 2024Q4: 12,576 shares; 2025Q1: 18,494 shares; 2025Q2: 17,046 shares; 2025Q3: 17,663 shares; 2025Q4: 17,783 shares; 2026Q1: 18,057 shares 18,057 $1.11M 0.06% +274 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,596 shares; 2024Q4: 1,601 shares; 2025Q1: 8,146 shares; 2025Q2: 8,121 shares; 2025Q3: 8,134 shares; 2025Q4: 8,646 shares; 2026Q1: 7,829 shares 7,829 $1.11M 0.06% -817 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: 2,893 shares; 2024Q4: 2,885 shares; 2025Q1: 2,914 shares; 2025Q2: 2,930 shares; 2025Q3: 2,974 shares; 2025Q4: 4,078 shares; 2026Q1: 5,607 shares 5,607 $1.1M 0.06% +1,529 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: 7,034 shares; 2024Q4: 7,034 shares; 2025Q1: 7,234 shares; 2025Q2: 7,289 shares; 2025Q3: 7,175 shares; 2025Q4: 7,175 shares; 2026Q1: 7,220 shares 7,220 $1.09M 0.06% +45 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: 2,334 shares; 2024Q4: 3,782 shares; 2025Q1: 4,468 shares; 2025Q2: 5,469 shares; 2025Q3: 6,609 shares; 2025Q4: 7,560 shares; 2026Q1: 8,187 shares 8,187 $1.07M 0.06% +627 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,360 shares; 2024Q4: 1,719 shares; 2025Q1: 2,166 shares; 2025Q2: 2,248 shares; 2025Q3: 1,864 shares; 2025Q4: 4,863 shares; 2026Q1: 5,153 shares 5,153 $1.07M 0.06% +290 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: 521 shares; 2024Q4: 523 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 713 shares; 2025Q4: 1,637 shares; 2026Q1: 1,727 shares 1,727 $1.06M 0.06% +90 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,429 shares; 2025Q3: 1,482 shares; 2025Q4: 3,122 shares; 2026Q1: 3,341 shares 3,341 $1.06M 0.06% +219 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,969 shares 2,969 $1.06M 0.06% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,948 shares; 2025Q3: 4,026 shares; 2025Q4: 4,098 shares; 2026Q1: 4,262 shares 4,262 $1.05M 0.06% +164 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 42,505 shares 42,505 $1.05M 0.06% new 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: 1,975 shares; 2024Q4: 2,053 shares; 2025Q1: 5,917 shares; 2025Q2: 5,227 shares; 2025Q3: 5,166 shares; 2025Q4: 5,932 shares; 2026Q1: 5,477 shares 5,477 $1.05M 0.06% -455 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,556 shares; 2025Q2: 2,515 shares; 2025Q3: 2,619 shares; 2025Q4: 6,148 shares; 2026Q1: 7,981 shares 7,981 $1.05M 0.06% +1,833 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,924 shares; 2025Q2: 3,451 shares; 2025Q3: 4,160 shares; 2025Q4: 11,010 shares; 2026Q1: 11,092 shares 11,092 $1.04M 0.06% +82 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,729 shares; 2024Q4: 2,729 shares; 2025Q1: 2,729 shares; 2025Q2: 2,729 shares; 2025Q3: 2,729 shares; 2025Q4: 2,729 shares; 2026Q1: 2,729 shares 2,729 $1.01M 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942 shares; 2024Q4: 2,401 shares; 2025Q1: 3,582 shares; 2025Q2: 2,113 shares; 2025Q3: 4,189 shares; 2025Q4: 4,186 shares; 2026Q1: 6,256 shares 6,256 $1M 0.05% +2,070 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,907 shares; 2024Q4: 3,945 shares; 2025Q1: 4,227 shares; 2025Q2: 3,263 shares; 2025Q3: 3,551 shares; 2025Q4: 3,960 shares; 2026Q1: 5,367 shares 5,367 $1M 0.05% +1,407 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,494 shares; 2024Q4: 12,771 shares; 2025Q1: 18,686 shares; 2025Q2: 13,238 shares; 2025Q3: 15,029 shares; 2025Q4: 17,075 shares; 2026Q1: 34,891 shares 34,891 $1M 0.05% +17,816 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,000 shares; 2024Q4: 9,171 shares; 2025Q1: 9,617 shares; 2025Q2: 9,851 shares; 2025Q3: 10,032 shares; 2025Q4: 10,207 shares; 2026Q1: 10,021 shares 10,021 $999K 0.05% -186 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,250 shares; 2026Q1: 37,950 shares 37,950 $997K 0.05% +700 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 682 shares; 2024Q4: 721 shares; 2025Q1: not reported; 2025Q2: 994 shares; 2025Q3: 1,058 shares; 2025Q4: 2,560 shares; 2026Q1: 2,783 shares 2,783 $996K 0.05% +223 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,958 shares; 2025Q4: 16,953 shares; 2026Q1: 19,733 shares 19,733 $993K 0.05% +2,780 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,794 shares; 2024Q4: 5,902 shares; 2025Q1: 6,241 shares; 2025Q2: 6,402 shares; 2025Q3: 6,670 shares; 2025Q4: 7,511 shares; 2026Q1: 7,839 shares 7,839 $990K 0.05% +328 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: 2,627 shares; 2025Q1: 2,870 shares; 2025Q2: 4,366 shares; 2025Q3: 5,908 shares; 2025Q4: 7,138 shares; 2026Q1: 7,490 shares 7,490 $982K 0.05% +352 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,520 shares; 2024Q4: 8,545 shares; 2025Q1: 8,591 shares; 2025Q2: 8,614 shares; 2025Q3: 8,633 shares; 2025Q4: 8,645 shares; 2026Q1: 8,812 shares 8,812 $980K 0.05% +167 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: 420 shares; 2024Q4: 527 shares; 2025Q1: 610 shares; 2025Q2: 1,042 shares; 2025Q3: 643 shares; 2025Q4: 1,072 shares; 2026Q1: 1,600 shares 1,600 $967K 0.05% +528 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 1,022 shares; 2025Q1: 1,561 shares; 2025Q2: 528 shares; 2025Q3: 1,379 shares; 2025Q4: 1,727 shares; 2026Q1: 1,962 shares 1,962 $964K 0.05% +235 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,025 shares; 2025Q4: 3,935 shares; 2026Q1: 4,871 shares 4,871 $963K 0.05% +936 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,841 shares; 2025Q2: 5,917 shares; 2025Q3: 5,706 shares; 2025Q4: 7,297 shares; 2026Q1: 7,340 shares 7,340 $961K 0.05% +43 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,012 shares; 2025Q1: 54,065 shares; 2025Q2: 55,271 shares; 2025Q3: 55,467 shares; 2025Q4: 56,068 shares; 2026Q1: 36,583 shares 36,583 $956K 0.05% -19,485 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: 532 shares; 2025Q3: 471 shares; 2025Q4: 558 shares; 2026Q1: 1,089 shares 1,089 $951K 0.05% +531 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229 shares; 2024Q4: 1,369 shares; 2025Q1: 1,536 shares; 2025Q2: 1,223 shares; 2025Q3: 1,309 shares; 2025Q4: 2,179 shares; 2026Q1: 2,656 shares 2,656 $946K 0.05% +477 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 477 shares; 2025Q1: 575 shares; 2025Q2: 484 shares; 2025Q3: 514 shares; 2025Q4: 529 shares; 2026Q1: 638 shares 638 $939K 0.05% +109 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,848 shares; 2024Q4: 48,693 shares; 2025Q1: 88,485 shares; 2025Q2: 31,890 shares; 2025Q3: 42,417 shares; 2025Q4: 54,823 shares; 2026Q1: 58,938 shares 58,938 $938K 0.05% +4,115 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,458 shares; 2026Q1: 2,855 shares 2,855 $934K 0.05% +397 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,587 shares; 2025Q1: 2,215 shares; 2025Q2: 2,405 shares; 2025Q3: 2,414 shares; 2025Q4: 5,378 shares; 2026Q1: 5,933 shares 5,933 $933K 0.05% +555 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,100 shares; 2024Q4: 31,100 shares; 2025Q1: 31,100 shares; 2025Q2: 31,100 shares; 2025Q3: 31,100 shares; 2025Q4: 31,079 shares; 2026Q1: 31,089 shares 31,089 $931K 0.05% +10 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,034 shares; 2024Q4: 3,071 shares; 2025Q1: 5,784 shares; 2025Q2: 4,280 shares; 2025Q3: 2,549 shares; 2025Q4: 4,876 shares; 2026Q1: 10,750 shares 10,750 $916K 0.05% +5,874 Timeline TAXF 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: 18,234 shares; 2026Q1: 18,234 shares 18,234 $913K 0.05% 0 Timeline JQUA 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: not reported; 2026Q1: 14,857 shares 14,857 $911K 0.05% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 4,601 shares 4,601 $907K 0.05% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL 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: 3,521 shares; 2025Q3: 3,774 shares; 2025Q4: 6,513 shares; 2026Q1: 4,920 shares 4,920 $898K 0.05% -1,593 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,890 shares; 2025Q1: 1,581 shares; 2025Q2: 2,155 shares; 2025Q3: 3,171 shares; 2025Q4: 2,910 shares; 2026Q1: 5,172 shares 5,172 $893K 0.05% +2,262 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR 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: 20,979 shares 20,979 $856K 0.05% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,282 shares; 2025Q2: 1,588 shares; 2025Q3: 2,454 shares; 2025Q4: 3,479 shares; 2026Q1: 4,301 shares 4,301 $856K 0.05% +822 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,703 shares; 2024Q4: 1,443 shares; 2025Q1: 1,497 shares; 2025Q2: 1,513 shares; 2025Q3: 1,607 shares; 2025Q4: 1,649 shares; 2026Q1: 3,014 shares 3,014 $855K 0.05% +1,365 Timeline USIG 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: 16,663 shares 16,663 $854K 0.05% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 139,747 shares; 2025Q1: 110,088 shares; 2025Q2: 13,103 shares; 2025Q3: 5,986 shares; 2025Q4: 5,597 shares; 2026Q1: 4,949 shares 4,949 $836K 0.05% -648 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: 1,639 shares; 2025Q4: 2,134 shares; 2026Q1: 3,587 shares 3,587 $828K 0.05% +1,453 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,724 shares; 2024Q4: 24,015 shares; 2025Q1: 24,938 shares; 2025Q2: 23,091 shares; 2025Q3: 22,211 shares; 2025Q4: 18,831 shares; 2026Q1: 17,390 shares 17,390 $827K 0.05% -1,441 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,879 shares; 2025Q3: 2,963 shares; 2025Q4: 3,171 shares; 2026Q1: 3,357 shares 3,357 $820K 0.04% +186 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,278 shares; 2026Q1: 9,904 shares 9,904 $820K 0.04% +1,626 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 906 shares; 2025Q3: 870 shares; 2025Q4: 1,438 shares; 2026Q1: 1,716 shares 1,716 $812K 0.04% +278 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 20,040 shares 20,040 $796K 0.04% new Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,096 shares; 2024Q4: 7,227 shares; 2025Q1: 11,602 shares; 2025Q2: 11,420 shares; 2025Q3: 11,678 shares; 2025Q4: 11,668 shares; 2026Q1: 11,908 shares 11,908 $793K 0.04% +240 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: 4,946 shares; 2025Q1: 5,147 shares; 2025Q2: 3,738 shares; 2025Q3: 3,677 shares; 2025Q4: 3,592 shares; 2026Q1: 3,720 shares 3,720 $786K 0.04% +128 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: 3,380 shares; 2024Q4: 3,380 shares; 2025Q1: 7,308 shares; 2025Q2: 7,324 shares; 2025Q3: 7,290 shares; 2025Q4: 7,306 shares; 2026Q1: 7,916 shares 7,916 $769K 0.04% +610 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS 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: 1,128 shares; 2026Q1: 3,510 shares 3,510 $769K 0.04% +2,382 Timeline IBDS 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: 31,643 shares 31,643 $767K 0.04% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 643 shares; 2025Q4: 1,183 shares; 2026Q1: 1,415 shares 1,415 $761K 0.04% +232 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 1,257 shares; 2025Q1: 1,674 shares; 2025Q2: 1,472 shares; 2025Q3: 1,504 shares; 2025Q4: 1,907 shares; 2026Q1: 1,789 shares 1,789 $761K 0.04% -118 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,766 shares; 2024Q4: 4,712 shares; 2025Q1: 4,641 shares; 2025Q2: 4,124 shares; 2025Q3: 3,985 shares; 2025Q4: 3,986 shares; 2026Q1: 3,982 shares 3,982 $755K 0.04% -4 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,595 shares; 2024Q4: 12,468 shares; 2025Q1: 13,394 shares; 2025Q2: 13,491 shares; 2025Q3: 13,186 shares; 2025Q4: 22,279 shares; 2026Q1: 21,893 shares 21,893 $754K 0.04% -386 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,922 shares; 2026Q1: 19,223 shares 19,223 $750K 0.04% +4,301 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,069 shares; 2024Q4: 24,833 shares; 2025Q1: 36,472 shares; 2025Q2: 34,759 shares; 2025Q3: 37,446 shares; 2025Q4: 40,931 shares; 2026Q1: 43,941 shares 43,941 $746K 0.04% +3,010 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,367 shares; 2024Q4: not reported; 2025Q1: 4,186 shares; 2025Q2: 4,288 shares; 2025Q3: 4,562 shares; 2025Q4: 5,234 shares; 2026Q1: 12,784 shares 12,784 $737K 0.04% +7,550 Timeline TIMB TIM S A More: the full row for TIM S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,539 shares; 2025Q1: 30,658 shares; 2025Q2: 28,187 shares; 2025Q3: 28,032 shares; 2025Q4: 27,877 shares; 2026Q1: 27,762 shares 27,762 $735K 0.04% -115 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: 945 shares; 2024Q4: 924 shares; 2025Q1: 924 shares; 2025Q2: 910 shares; 2025Q3: 916 shares; 2025Q4: 917 shares; 2026Q1: 1,999 shares 1,999 $735K 0.04% +1,082 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,848 shares; 2026Q1: 9,182 shares 9,182 $728K 0.04% +1,334 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 752 shares; 2025Q1: 756 shares; 2025Q2: 823 shares; 2025Q3: 717 shares; 2025Q4: 3,114 shares; 2026Q1: 3,348 shares 3,348 $725K 0.04% +234 Timeline IBDR 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: 29,538 shares 29,538 $716K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 491 shares; 2025Q2: 526 shares; 2025Q3: 697 shares; 2025Q4: 786 shares; 2026Q1: 1,439 shares 1,439 $713K 0.04% +653 Timeline IBDT 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: 28,155 shares 28,155 $713K 0.04% new Timeline IBDU 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: 30,632 shares 30,632 $712K 0.04% new Timeline IBDV 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: 32,516 shares 32,516 $712K 0.04% new Timeline FOXA FOX CORP More: the full row for FOX 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: 7,268 shares; 2025Q3: 12,430 shares; 2025Q4: 14,776 shares; 2026Q1: 12,109 shares 12,109 $707K 0.04% -2,667 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,518 shares; 2025Q1: 6,281 shares; 2025Q2: not reported; 2025Q3: 3,090 shares; 2025Q4: 4,242 shares; 2026Q1: 7,540 shares 7,540 $703K 0.04% +3,298 Timeline SUSC 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: 34,291 shares; 2024Q4: 34,755 shares; 2025Q1: 25,238 shares; 2025Q2: 28,720 shares; 2025Q3: 29,049 shares; 2025Q4: 30,083 shares; 2026Q1: 30,308 shares 30,308 $701K 0.04% +225 Timeline TFI 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: 6,704 shares; 2025Q3: 17,244 shares; 2025Q4: 17,426 shares; 2026Q1: 15,437 shares 15,437 $700K 0.04% -1,989 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,246 shares; 2024Q4: 1,644 shares; 2025Q1: 3,098 shares; 2025Q2: 2,760 shares; 2025Q3: 2,806 shares; 2025Q4: 2,631 shares; 2026Q1: 2,619 shares 2,619 $697K 0.04% -12 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,951 shares; 2025Q2: 4,757 shares; 2025Q3: 8,266 shares; 2025Q4: 9,835 shares; 2026Q1: 12,836 shares 12,836 $695K 0.04% +3,001 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,635 shares; 2026Q1: 10,437 shares 10,437 $692K 0.04% -198 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,463 shares; 2024Q4: 2,521 shares; 2025Q1: 2,814 shares; 2025Q2: 4,856 shares; 2025Q3: 5,154 shares; 2025Q4: 5,749 shares; 2026Q1: 5,968 shares 5,968 $686K 0.04% +219 Timeline IVLU 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: 17,225 shares; 2025Q2: 17,046 shares; 2025Q3: 17,046 shares; 2025Q4: 17,259 shares; 2026Q1: 17,259 shares 17,259 $685K 0.04% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 249 shares; 2025Q2: 361 shares; 2025Q3: 450 shares; 2025Q4: 715 shares; 2026Q1: 705 shares 705 $678K 0.04% -10 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: 1,154 shares; 2024Q4: 1,337 shares; 2025Q1: 1,471 shares; 2025Q2: 2,016 shares; 2025Q3: 2,085 shares; 2025Q4: 3,125 shares; 2026Q1: 2,503 shares 2,503 $677K 0.04% -622 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,941 shares; 2024Q4: 19,138 shares; 2025Q1: 25,008 shares; 2025Q2: 23,761 shares; 2025Q3: 24,114 shares; 2025Q4: 24,313 shares; 2026Q1: 22,635 shares 22,635 $674K 0.04% -1,678 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,612 shares; 2025Q1: 5,768 shares; 2025Q2: 5,481 shares; 2025Q3: 5,462 shares; 2025Q4: 4,760 shares; 2026Q1: 4,076 shares 4,076 $669K 0.04% -684 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 3,502 shares; 2025Q1: 4,553 shares; 2025Q2: 4,364 shares; 2025Q3: 4,705 shares; 2025Q4: 5,704 shares; 2026Q1: 5,613 shares 5,613 $666K 0.04% -91 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,721 shares; 2025Q4: 1,788 shares; 2026Q1: 3,630 shares 3,630 $661K 0.04% +1,842 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 974 shares; 2024Q4: 1,075 shares; 2025Q1: 1,240 shares; 2025Q2: 1,478 shares; 2025Q3: 1,549 shares; 2025Q4: 2,212 shares; 2026Q1: 2,264 shares 2,264 $660K 0.04% +52 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 452 shares; 2024Q4: 509 shares; 2025Q1: 565 shares; 2025Q2: 836 shares; 2025Q3: 919 shares; 2025Q4: 1,179 shares; 2026Q1: 1,519 shares 1,519 $657K 0.04% +340 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 6,005 shares; 2025Q1: 8,200 shares; 2025Q2: not reported; 2025Q3: 5,637 shares; 2025Q4: 7,466 shares; 2026Q1: 8,972 shares 8,972 $653K 0.04% +1,506 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares; 2025Q3: 2,553 shares; 2025Q4: 5,385 shares; 2026Q1: 6,379 shares 6,379 $652K 0.04% +994 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,404 shares; 2024Q4: 17,750 shares; 2025Q1: 21,436 shares; 2025Q2: 24,425 shares; 2025Q3: 25,403 shares; 2025Q4: 28,931 shares; 2026Q1: 29,887 shares 29,887 $647K 0.04% +956 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 585 shares; 2025Q4: 606 shares; 2026Q1: 1,801 shares 1,801 $646K 0.04% +1,195 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,790 shares; 2024Q4: 1,777 shares; 2025Q1: 1,810 shares; 2025Q2: 3,109 shares; 2025Q3: 4,000 shares; 2025Q4: 3,699 shares; 2026Q1: 4,676 shares 4,676 $642K 0.04% +977 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86 shares; 2024Q4: 86 shares; 2025Q1: 88 shares; 2025Q2: 94 shares; 2025Q3: 101 shares; 2025Q4: 112 shares; 2026Q1: 152 shares 152 $641K 0.03% +40 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW 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: 3,024 shares; 2025Q3: 3,460 shares; 2025Q4: 4,727 shares; 2026Q1: 5,661 shares 5,661 $636K 0.03% +934 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,429 shares; 2025Q1: 1,457 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,943 shares; 2026Q1: 1,982 shares 1,982 $630K 0.03% +39 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 8,075 shares; 2025Q1: 8,791 shares; 2025Q2: 13,523 shares; 2025Q3: 14,296 shares; 2025Q4: 14,113 shares; 2026Q1: 15,347 shares 15,347 $630K 0.03% +1,234 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED 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: 7,271 shares; 2025Q3: 8,045 shares; 2025Q4: 10,454 shares; 2026Q1: 12,209 shares 12,209 $627K 0.03% +1,755 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,641 shares; 2024Q4: 13,002 shares; 2025Q1: 19,077 shares; 2025Q2: 22,123 shares; 2025Q3: 22,870 shares; 2025Q4: 23,240 shares; 2026Q1: 24,067 shares 24,067 $627K 0.03% +827 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,028 shares; 2024Q4: 12,917 shares; 2025Q1: 26,834 shares; 2025Q2: 38,549 shares; 2025Q3: 38,800 shares; 2025Q4: 39,645 shares; 2026Q1: 39,386 shares 39,386 $627K 0.03% -259 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: 1,817 shares; 2024Q4: 1,919 shares; 2025Q1: 1,858 shares; 2025Q2: 2,060 shares; 2025Q3: 1,974 shares; 2025Q4: 2,401 shares; 2026Q1: 3,222 shares 3,222 $626K 0.03% +821 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,957 shares; 2024Q4: 4,133 shares; 2025Q1: 6,582 shares; 2025Q2: 4,827 shares; 2025Q3: 4,882 shares; 2025Q4: 4,882 shares; 2026Q1: 4,754 shares 4,754 $622K 0.03% -128 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 797 shares; 2024Q4: 866 shares; 2025Q1: 1,008 shares; 2025Q2: 1,105 shares; 2025Q3: 977 shares; 2025Q4: 1,862 shares; 2026Q1: 1,903 shares 1,903 $620K 0.03% +41 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,152 shares; 2025Q2: 11,969 shares; 2025Q3: 12,725 shares; 2025Q4: 13,272 shares; 2026Q1: 13,654 shares 13,654 $620K 0.03% +382 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,560 shares; 2025Q4: 1,663 shares; 2026Q1: 2,373 shares 2,373 $618K 0.03% +710 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,821 shares; 2024Q4: 27,478 shares; 2025Q1: 55,116 shares; 2025Q2: 41,172 shares; 2025Q3: 43,317 shares; 2025Q4: 44,646 shares; 2026Q1: 40,914 shares 40,914 $615K 0.03% -3,732 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,112 shares; 2024Q4: 1,607 shares; 2025Q1: 1,640 shares; 2025Q2: 2,566 shares; 2025Q3: 1,689 shares; 2025Q4: 4,729 shares; 2026Q1: 3,097 shares 3,097 $614K 0.03% -1,632 Timeline EME EMCOR GROUP INC More: the full row for EMCOR 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: 632 shares; 2026Q1: 824 shares 824 $608K 0.03% +192 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: 725 shares; 2025Q1: 951 shares; 2025Q2: 1,035 shares; 2025Q3: 1,245 shares; 2025Q4: 1,486 shares; 2026Q1: 1,540 shares 1,540 $601K 0.03% +54 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,920 shares 7,920 $600K 0.03% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,811 shares 16,811 $597K 0.03% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,212 shares; 2025Q3: 3,142 shares; 2025Q4: 5,930 shares; 2026Q1: 8,201 shares 8,201 $590K 0.03% +2,271 Timeline BGRN 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: 12,777 shares; 2024Q4: 12,944 shares; 2025Q1: 13,518 shares; 2025Q2: 14,051 shares; 2025Q3: 14,153 shares; 2025Q4: 12,251 shares; 2026Q1: 12,281 shares 12,281 $583K 0.03% +30 Timeline NULG 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: 5,445 shares; 2024Q4: 5,463 shares; 2025Q1: 5,811 shares; 2025Q2: 6,125 shares; 2025Q3: 6,198 shares; 2025Q4: 6,308 shares; 2026Q1: 6,378 shares 6,378 $580K 0.03% +70 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS 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: 242 shares; 2025Q4: 467 shares; 2026Q1: 796 shares 796 $580K 0.03% +329 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,352 shares; 2025Q1: 19,568 shares; 2025Q2: 19,066 shares; 2025Q3: 18,898 shares; 2025Q4: 18,841 shares; 2026Q1: 18,973 shares 18,973 $579K 0.03% +132 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,366 shares; 2025Q4: 6,101 shares; 2026Q1: 6,254 shares 6,254 $577K 0.03% +153 Timeline JIVE 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: 6,220 shares; 2026Q1: 6,720 shares 6,720 $575K 0.03% +500 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 4,946 shares; 2026Q1: 8,645 shares 8,645 $575K 0.03% +3,699 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,786 shares; 2024Q4: 7,086 shares; 2025Q1: 7,039 shares; 2025Q2: 8,338 shares; 2025Q3: 8,564 shares; 2025Q4: 12,830 shares; 2026Q1: 12,393 shares 12,393 $570K 0.03% -437 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: 8,599 shares; 2024Q4: 7,313 shares; 2025Q1: 7,501 shares; 2025Q2: 6,150 shares; 2025Q3: 6,313 shares; 2025Q4: 6,176 shares; 2026Q1: 5,811 shares 5,811 $569K 0.03% -365 Timeline PRF 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: 8,855 shares; 2024Q4: 8,861 shares; 2025Q1: 8,866 shares; 2025Q2: 8,870 shares; 2025Q3: 8,875 shares; 2025Q4: 11,955 shares; 2026Q1: 11,959 shares 11,959 $568K 0.03% +4 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME 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: 6,167 shares; 2025Q4: 7,917 shares; 2026Q1: 9,258 shares 9,258 $566K 0.03% +1,341 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: not reported; 2025Q1: 2,686 shares; 2025Q2: 2,585 shares; 2025Q3: 3,097 shares; 2025Q4: 3,213 shares; 2026Q1: 4,589 shares 4,589 $563K 0.03% +1,376 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,537 shares; 2026Q1: 6,215 shares 6,215 $562K 0.03% +1,678 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 353 shares; 2024Q4: 453 shares; 2025Q1: 412 shares; 2025Q2: 727 shares; 2025Q3: 585 shares; 2025Q4: 4,304 shares; 2026Q1: 5,362 shares 5,362 $561K 0.03% +1,058 Timeline PRM PERIMETER SOLUTIONS INC More: the full row for PERIMETER SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,450 shares; 2025Q2: 21,450 shares; 2025Q3: 21,450 shares; 2025Q4: 22,907 shares; 2026Q1: 22,907 shares 22,907 $559K 0.03% 0 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: 6,143 shares; 2024Q4: 5,318 shares; 2025Q1: 5,277 shares; 2025Q2: 5,312 shares; 2025Q3: 5,312 shares; 2025Q4: 5,325 shares; 2026Q1: 6,895 shares 6,895 $556K 0.03% +1,570 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: 6,210 shares; 2024Q4: 6,240 shares; 2025Q1: 6,240 shares; 2025Q2: 6,265 shares; 2025Q3: 6,265 shares; 2025Q4: 6,275 shares; 2026Q1: 6,547 shares 6,547 $555K 0.03% +272 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,187 shares; 2024Q4: 27,322 shares; 2025Q1: 38,002 shares; 2025Q2: 40,396 shares; 2025Q3: 43,837 shares; 2025Q4: 48,332 shares; 2026Q1: 48,986 shares 48,986 $553K 0.03% +654 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL 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: 4,222 shares; 2025Q3: 4,507 shares; 2025Q4: 4,948 shares; 2026Q1: 8,123 shares 8,123 $553K 0.03% +3,175 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,839 shares; 2025Q2: 2,350 shares; 2025Q3: not reported; 2025Q4: 5,420 shares; 2026Q1: 6,279 shares 6,279 $544K 0.03% +859 Timeline NRG NRG ENERGY INC More: the full row for NRG 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: 1,251 shares; 2025Q4: 1,498 shares; 2026Q1: 3,684 shares 3,684 $538K 0.03% +2,186 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: 938 shares; 2024Q4: 408 shares; 2025Q1: 485 shares; 2025Q2: 621 shares; 2025Q3: 479 shares; 2025Q4: 754 shares; 2026Q1: 771 shares 771 $538K 0.03% +17 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,326 shares; 2024Q4: 2,792 shares; 2025Q1: 3,728 shares; 2025Q2: 3,030 shares; 2025Q3: 2,490 shares; 2025Q4: 2,484 shares; 2026Q1: 5,574 shares 5,574 $538K 0.03% +3,090 Timeline EOG EOG RES INC More: the full row for EOG RES 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: 2,300 shares; 2025Q3: 3,177 shares; 2025Q4: not reported; 2026Q1: 3,712 shares 3,712 $537K 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,745 shares; 2025Q3: 6,298 shares; 2025Q4: 7,726 shares; 2026Q1: 6,731 shares 6,731 $535K 0.03% -995 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 862 shares; 2025Q2: 996 shares; 2025Q3: 1,138 shares; 2025Q4: 1,504 shares; 2026Q1: 1,810 shares 1,810 $535K 0.03% +306 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 398 shares; 2024Q4: not reported; 2025Q1: 445 shares; 2025Q2: 617 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 776 shares 776 $529K 0.03% +109 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO 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: 13,207 shares; 2026Q1: 8,573 shares 8,573 $526K 0.03% -4,634 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,764 shares; 2024Q4: 4,161 shares; 2025Q1: 4,875 shares; 2025Q2: 3,826 shares; 2025Q3: 4,358 shares; 2025Q4: 5,080 shares; 2026Q1: 4,793 shares 4,793 $526K 0.03% -287 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,658 shares; 2026Q1: 26,685 shares 26,685 $524K 0.03% +6,027 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,586 shares 5,586 $524K 0.03% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,552 shares; 2024Q4: 15,632 shares; 2025Q1: 14,045 shares; 2025Q2: 13,596 shares; 2025Q3: 12,003 shares; 2025Q4: 10,939 shares; 2026Q1: 10,322 shares 10,322 $523K 0.03% -617 Timeline BIIB BIOGEN INC More: the full row for BIOGEN 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: 1,950 shares; 2026Q1: 2,850 shares 2,850 $522K 0.03% +900 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV 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: 6,957 shares; 2026Q1: 8,004 shares 8,004 $521K 0.03% +1,047 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 865 shares; 2026Q1: 883 shares 883 $520K 0.03% +18 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 77,411 shares; 2024Q4: 73,027 shares; 2025Q1: 109,587 shares; 2025Q2: 97,473 shares; 2025Q3: 101,657 shares; 2025Q4: 102,533 shares; 2026Q1: 103,072 shares 103,072 $518K 0.03% +539 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,787 shares; 2024Q4: 1,393 shares; 2025Q1: 1,887 shares; 2025Q2: 2,249 shares; 2025Q3: 2,898 shares; 2025Q4: 2,889 shares; 2026Q1: 2,693 shares 2,693 $511K 0.03% -196 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,740 shares; 2025Q2: 1,931 shares; 2025Q3: 2,089 shares; 2025Q4: 3,525 shares; 2026Q1: 3,772 shares 3,772 $510K 0.03% +247 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,488 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,610 shares; 2026Q1: 5,624 shares 5,624 $509K 0.03% +14 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,036 shares; 2025Q1: 1,142 shares; 2025Q2: 928 shares; 2025Q3: 894 shares; 2025Q4: 1,652 shares; 2026Q1: 1,621 shares 1,621 $509K 0.03% -31 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,013 shares; 2024Q4: 21,965 shares; 2025Q1: 16,396 shares; 2025Q2: 16,512 shares; 2025Q3: 18,407 shares; 2025Q4: 19,928 shares; 2026Q1: 24,488 shares 24,488 $508K 0.03% +4,560 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,183 shares; 2024Q4: 3,205 shares; 2025Q1: 9,412 shares; 2025Q2: 7,148 shares; 2025Q3: 6,128 shares; 2025Q4: 4,446 shares; 2026Q1: 4,544 shares 4,544 $506K 0.03% +98 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,845 shares; 2025Q2: 4,484 shares; 2025Q3: 4,795 shares; 2025Q4: 4,997 shares; 2026Q1: 5,414 shares 5,414 $505K 0.03% +417 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,778 shares; 2026Q1: 4,899 shares 4,899 $503K 0.03% +1,121 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 5,394 shares; 2026Q1: 5,513 shares 5,513 $502K 0.03% +119 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,661 shares; 2026Q1: 24,439 shares 24,439 $499K 0.03% +5,778 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE 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: 4,452 shares; 2025Q3: 4,592 shares; 2025Q4: 4,672 shares; 2026Q1: 5,959 shares 5,959 $499K 0.03% +1,287 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,336 shares; 2026Q1: 29,594 shares 29,594 $495K 0.03% +9,258 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,092 shares; 2025Q1: 1,833 shares; 2025Q2: 1,252 shares; 2025Q3: 1,317 shares; 2025Q4: 1,407 shares; 2026Q1: 1,458 shares 1,458 $495K 0.03% +51 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,367 shares; 2025Q1: 5,642 shares; 2025Q2: not reported; 2025Q3: 4,799 shares; 2025Q4: 6,731 shares; 2026Q1: 9,503 shares 9,503 $494K 0.03% +2,772 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: 2,903 shares; 2025Q4: 3,508 shares; 2026Q1: 4,563 shares 4,563 $494K 0.03% +1,055 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,774 shares 6,774 $493K 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: 8,769 shares; 2024Q4: not reported; 2025Q1: 10,562 shares; 2025Q2: 10,042 shares; 2025Q3: 9,473 shares; 2025Q4: 11,042 shares; 2026Q1: 11,153 shares 11,153 $492K 0.03% +111 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC 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: 1,104 shares; 2025Q4: 1,860 shares; 2026Q1: 2,344 shares 2,344 $490K 0.03% +484 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 3,195 shares; 2025Q1: 3,803 shares; 2025Q2: 3,630 shares; 2025Q3: 3,496 shares; 2025Q4: 3,623 shares; 2026Q1: 3,370 shares 3,370 $489K 0.03% -253 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,637 shares; 2025Q2: 2,416 shares; 2025Q3: 2,999 shares; 2025Q4: 3,972 shares; 2026Q1: 4,125 shares 4,125 $489K 0.03% +153 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,620 shares; 2025Q3: 1,661 shares; 2025Q4: 1,778 shares; 2026Q1: 2,353 shares 2,353 $486K 0.03% +575 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 982 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 1,058 shares; 2025Q3: 986 shares; 2025Q4: 1,030 shares; 2026Q1: 1,042 shares 1,042 $483K 0.03% +12 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS 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: 645 shares; 2025Q3: 699 shares; 2025Q4: 741 shares; 2026Q1: 877 shares 877 $482K 0.03% +136 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,920 shares; 2025Q2: 1,239 shares; 2025Q3: 1,646 shares; 2025Q4: 1,349 shares; 2026Q1: 2,292 shares 2,292 $481K 0.03% +943 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,092 shares; 2024Q4: 1,047 shares; 2025Q1: 1,132 shares; 2025Q2: 1,582 shares; 2025Q3: 1,458 shares; 2025Q4: 2,094 shares; 2026Q1: 1,979 shares 1,979 $481K 0.03% -115 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM 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: 771 shares; 2025Q3: 849 shares; 2025Q4: 1,049 shares; 2026Q1: 1,727 shares 1,727 $480K 0.03% +678 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,273 shares; 2025Q4: 3,428 shares; 2026Q1: 4,113 shares 4,113 $476K 0.03% +685 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,598 shares; 2024Q4: 11,383 shares; 2025Q1: 13,088 shares; 2025Q2: 9,378 shares; 2025Q3: 11,381 shares; 2025Q4: 11,365 shares; 2026Q1: 12,146 shares 12,146 $475K 0.03% +781 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: 4,884 shares; 2024Q4: 5,508 shares; 2025Q1: 4,669 shares; 2025Q2: 4,679 shares; 2025Q3: 4,977 shares; 2025Q4: 4,893 shares; 2026Q1: 8,738 shares 8,738 $472K 0.03% +3,845 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,011 shares 8,011 $471K 0.03% new Timeline IOO 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: 3,800 shares; 2026Q1: 3,888 shares 3,888 $470K 0.03% +88 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 708 shares; 2025Q3: not reported; 2025Q4: 1,023 shares; 2026Q1: 1,757 shares 1,757 $469K 0.03% +734 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861 shares; 2024Q4: 1,436 shares; 2025Q1: 2,365 shares; 2025Q2: 3,179 shares; 2025Q3: 2,528 shares; 2025Q4: 1,941 shares; 2026Q1: 2,299 shares 2,299 $467K 0.03% +358 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR 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: 2,591 shares 2,591 $467K 0.03% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 1,856 shares 1,856 $465K 0.03% +545 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,937 shares; 2026Q1: 6,017 shares 6,017 $464K 0.03% -2,920 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 5,034 shares; 2026Q1: 6,327 shares 6,327 $463K 0.03% +1,293 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,487 shares; 2026Q1: 24,802 shares 24,802 $463K 0.03% +6,315 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,718 shares; 2026Q1: 5,135 shares 5,135 $463K 0.03% +417 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,301 shares; 2025Q4: 23,083 shares; 2026Q1: 39,987 shares 39,987 $461K 0.03% +16,904 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 2,458 shares; 2025Q3: 3,348 shares; 2025Q4: 4,303 shares; 2026Q1: 3,393 shares 3,393 $460K 0.03% -910 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 7,949 shares; 2025Q1: 14,937 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,469 shares; 2026Q1: 9,764 shares 9,764 $459K 0.03% +295 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW 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: 7,224 shares; 2025Q3: 7,521 shares; 2025Q4: 7,050 shares; 2026Q1: 9,087 shares 9,087 $457K 0.02% +2,037 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,220 shares; 2026Q1: 1,387 shares 1,387 $456K 0.02% +167 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW 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: 1,691 shares; 2025Q4: not reported; 2026Q1: 3,336 shares 3,336 $454K 0.02% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,556 shares 8,556 $452K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY 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: 4,042 shares; 2026Q1: 6,489 shares 6,489 $450K 0.02% +2,447 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,742 shares; 2026Q1: 2,875 shares 2,875 $447K 0.02% +1,133 Timeline QXO QXO INC More: the full row for QXO 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: 9,796 shares; 2025Q3: 11,310 shares; 2025Q4: 18,487 shares; 2026Q1: 22,946 shares 22,946 $446K 0.02% +4,459 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 9,620 shares; 2026Q1: 7,741 shares 7,741 $441K 0.02% -1,879 Timeline STT STATE STR CORP More: the full row for STATE STR 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: 2,889 shares; 2026Q1: 3,470 shares 3,470 $439K 0.02% +581 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,051 shares; 2024Q4: 15,232 shares; 2025Q1: 18,615 shares; 2025Q2: 18,669 shares; 2025Q3: 20,019 shares; 2025Q4: 20,605 shares; 2026Q1: 20,730 shares 20,730 $439K 0.02% +125 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 998 shares; 2024Q4: 1,020 shares; 2025Q1: 1,019 shares; 2025Q2: 1,316 shares; 2025Q3: 1,368 shares; 2025Q4: 1,835 shares; 2026Q1: 1,829 shares 1,829 $438K 0.02% -6 Timeline PDX PIMCO DYNAMIC INCOME STRATEG More: the full row for PIMCO DYNAMIC INCOME STRATEG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,526 shares; 2024Q4: 28,526 shares; 2025Q1: 29,305 shares; 2025Q2: 28,700 shares; 2025Q3: 29,171 shares; 2025Q4: 28,526 shares; 2026Q1: 19,779 shares 19,779 $436K 0.02% -8,747 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,239 shares 9,239 $436K 0.02% new 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: 1,178 shares; 2025Q2: 1,189 shares; 2025Q3: 1,160 shares; 2025Q4: 840 shares; 2026Q1: 1,789 shares 1,789 $429K 0.02% +949 Timeline IBHF 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: 22,623 shares; 2025Q4: 23,017 shares; 2026Q1: 18,678 shares 18,678 $429K 0.02% -4,339 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,389 shares; 2024Q4: 30,834 shares; 2025Q1: 31,420 shares; 2025Q2: 29,794 shares; 2025Q3: 26,171 shares; 2025Q4: 18,870 shares; 2026Q1: 17,055 shares 17,055 $427K 0.02% -1,815 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,890 shares; 2024Q4: 2,346 shares; 2025Q1: 2,948 shares; 2025Q2: 2,812 shares; 2025Q3: 2,182 shares; 2025Q4: 1,750 shares; 2026Q1: 2,453 shares 2,453 $425K 0.02% +703 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,933 shares; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,904 shares; 2026Q1: 7,671 shares 7,671 $423K 0.02% +767 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 14,985 shares; 2025Q1: 27,628 shares; 2025Q2: 27,728 shares; 2025Q3: 27,972 shares; 2025Q4: 28,375 shares; 2026Q1: 20,376 shares 20,376 $422K 0.02% -7,999 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE 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: 804 shares; 2025Q3: not reported; 2025Q4: 815 shares; 2026Q1: 1,552 shares 1,552 $421K 0.02% +737 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,323 shares; 2025Q1: 6,750 shares; 2025Q2: 5,563 shares; 2025Q3: 5,562 shares; 2025Q4: 5,586 shares; 2026Q1: 7,403 shares 7,403 $420K 0.02% +1,817 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,512 shares; 2026Q1: 8,490 shares 8,490 $419K 0.02% -22 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,794 shares; 2024Q4: 8,941 shares; 2025Q1: 8,886 shares; 2025Q2: 7,661 shares; 2025Q3: 7,479 shares; 2025Q4: 7,532 shares; 2026Q1: 9,017 shares 9,017 $419K 0.02% +1,485 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781 shares; 2024Q4: 871 shares; 2025Q1: 964 shares; 2025Q2: 983 shares; 2025Q3: 999 shares; 2025Q4: 1,041 shares; 2026Q1: 959 shares 959 $418K 0.02% -82 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: 6,575 shares; 2026Q1: 8,390 shares 8,390 $417K 0.02% +1,815 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,179 shares; 2025Q1: 1,403 shares; 2025Q2: 1,389 shares; 2025Q3: 1,432 shares; 2025Q4: 1,449 shares; 2026Q1: 1,481 shares 1,481 $416K 0.02% +32 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,318 shares; 2025Q3: 4,997 shares; 2025Q4: 5,224 shares; 2026Q1: 5,789 shares 5,789 $416K 0.02% +565 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 535 shares; 2025Q4: 931 shares; 2026Q1: 901 shares 901 $415K 0.02% -30 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,389 shares; 2025Q2: 5,056 shares; 2025Q3: 7,658 shares; 2025Q4: 6,131 shares; 2026Q1: 12,445 shares 12,445 $413K 0.02% +6,314 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 2,873 shares; 2025Q3: 3,180 shares; 2025Q4: 5,892 shares; 2026Q1: 5,477 shares 5,477 $412K 0.02% -415 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,528 shares; 2025Q4: 1,961 shares; 2026Q1: 1,945 shares 1,945 $411K 0.02% -16 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY 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: 6,418 shares; 2026Q1: 8,076 shares 8,076 $409K 0.02% +1,658 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,579 shares; 2025Q3: 2,401 shares; 2025Q4: 2,637 shares; 2026Q1: 2,627 shares 2,627 $409K 0.02% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,713 shares 3,713 $407K 0.02% new 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: not reported; 2025Q1: 12,926 shares; 2025Q2: 10,720 shares; 2025Q3: 9,970 shares; 2025Q4: 7,809 shares; 2026Q1: 3,882 shares 3,882 $397K 0.02% -3,927 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM 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: 5,266 shares 5,266 $397K 0.02% new Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,906 shares; 2025Q4: 6,510 shares; 2026Q1: 6,406 shares 6,406 $396K 0.02% -104 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,138 shares 1,138 $393K 0.02% new Timeline FTNT FORTINET INC More: the full row for FORTINET 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: 2,697 shares; 2025Q3: 3,408 shares; 2025Q4: 3,561 shares; 2026Q1: 4,791 shares 4,791 $392K 0.02% +1,230 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,411 shares; 2025Q1: 2,543 shares; 2025Q2: not reported; 2025Q3: 1,204 shares; 2025Q4: 1,496 shares; 2026Q1: 1,895 shares 1,895 $390K 0.02% +399 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,617 shares; 2025Q2: 3,666 shares; 2025Q3: 3,669 shares; 2025Q4: 3,672 shares; 2026Q1: 3,459 shares 3,459 $388K 0.02% -213 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,934 shares; 2026Q1: 4,770 shares 4,770 $388K 0.02% +1,836 Timeline IMTM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,046 shares 8,046 $386K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,795 shares; 2024Q4: 14,256 shares; 2025Q1: 20,697 shares; 2025Q2: 15,891 shares; 2025Q3: 16,517 shares; 2025Q4: 17,322 shares; 2026Q1: 19,394 shares 19,394 $383K 0.02% +2,072 Timeline AVGE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,285 shares; 2026Q1: 4,320 shares 4,320 $380K 0.02% +35 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,649 shares 2,649 $377K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,476 shares; 2025Q4: 1,837 shares; 2026Q1: 2,299 shares 2,299 $377K 0.02% +462 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: 4,961 shares; 2025Q4: 5,552 shares; 2026Q1: 7,692 shares 7,692 $377K 0.02% +2,140 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,824 shares; 2024Q4: 26,015 shares; 2025Q1: 38,873 shares; 2025Q2: 36,831 shares; 2025Q3: 28,745 shares; 2025Q4: 27,117 shares; 2026Q1: 24,449 shares 24,449 $376K 0.02% -2,668 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 3,841 shares; 2025Q3: 4,051 shares; 2025Q4: 9,405 shares; 2026Q1: 9,282 shares 9,282 $376K 0.02% -123 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,265 shares; 2026Q1: 3,265 shares 3,265 $375K 0.02% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,242 shares; 2025Q1: 1,868 shares; 2025Q2: 1,685 shares; 2025Q3: 1,973 shares; 2025Q4: 1,394 shares; 2026Q1: 2,176 shares 2,176 $372K 0.02% +782 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,649 shares; 2024Q4: 2,692 shares; 2025Q1: 2,907 shares; 2025Q2: 2,925 shares; 2025Q3: 2,954 shares; 2025Q4: 2,954 shares; 2026Q1: 3,374 shares 3,374 $372K 0.02% +420 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,024 shares; 2024Q4: not reported; 2025Q1: 23,083 shares; 2025Q2: 25,083 shares; 2025Q3: 26,733 shares; 2025Q4: 28,956 shares; 2026Q1: 32,551 shares 32,551 $372K 0.02% +3,595 Timeline ARGT 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: 4,876 shares; 2025Q1: 5,825 shares; 2025Q2: 6,000 shares; 2025Q3: 6,014 shares; 2025Q4: 4,354 shares; 2026Q1: 3,979 shares 3,979 $371K 0.02% -375 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW 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: 1,974 shares 1,974 $368K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS 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: 2,170 shares; 2025Q3: 1,920 shares; 2025Q4: 2,868 shares; 2026Q1: 3,107 shares 3,107 $367K 0.02% +239 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,924 shares 10,924 $366K 0.02% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS 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: 3,376 shares; 2026Q1: 3,692 shares 3,692 $363K 0.02% +316 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 188 shares; 2024Q4: 188 shares; 2025Q1: 189 shares; 2025Q2: 191 shares; 2025Q3: 206 shares; 2025Q4: 321 shares; 2026Q1: 312 shares 312 $362K 0.02% -9 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,844 shares; 2024Q4: 29,855 shares; 2025Q1: 29,054 shares; 2025Q2: not reported; 2025Q3: 10,772 shares; 2025Q4: 12,852 shares; 2026Q1: 16,572 shares 16,572 $359K 0.02% +3,720 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ 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: 3,451 shares; 2026Q1: 4,220 shares 4,220 $358K 0.02% +769 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,484 shares; 2025Q4: 2,496 shares; 2026Q1: 3,887 shares 3,887 $358K 0.02% +1,391 Timeline SHE 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: 3,247 shares; 2024Q4: 3,259 shares; 2025Q1: 2,969 shares; 2025Q2: 2,793 shares; 2025Q3: 2,800 shares; 2025Q4: 2,809 shares; 2026Q1: 2,797 shares 2,797 $358K 0.02% -12 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 755 shares; 2025Q1: 657 shares; 2025Q2: 614 shares; 2025Q3: 633 shares; 2025Q4: 608 shares; 2026Q1: 734 shares 734 $356K 0.02% +126 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,300 shares; 2026Q1: 8,288 shares 8,288 $352K 0.02% -12 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 485 shares; 2025Q4: not reported; 2026Q1: 836 shares 836 $348K 0.02% new Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,069 shares; 2026Q1: 7,026 shares 7,026 $338K 0.02% -1,043 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,441 shares; 2026Q1: 2,652 shares 2,652 $338K 0.02% +211 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY 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: 13,350 shares; 2026Q1: 13,350 shares 13,350 $337K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE 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: 195 shares 195 $337K 0.02% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,766 shares; 2025Q3: 2,288 shares; 2025Q4: 2,406 shares; 2026Q1: 2,806 shares 2,806 $335K 0.02% +400 Timeline JOYY JOYY INC More: the full row for JOYY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,831 shares; 2025Q1: 6,427 shares; 2025Q2: 5,803 shares; 2025Q3: 5,809 shares; 2025Q4: 5,786 shares; 2026Q1: 5,728 shares 5,728 $334K 0.02% -58 Timeline JBL JABIL INC More: the full row for JABIL 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: 992 shares; 2025Q3: 1,110 shares; 2025Q4: 1,150 shares; 2026Q1: 1,241 shares 1,241 $330K 0.02% +91 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL 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: 754 shares; 2026Q1: 839 shares 839 $329K 0.02% +85 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,987 shares 4,987 $328K 0.02% new 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: 682 shares; 2025Q4: 739 shares; 2026Q1: 1,141 shares 1,141 $327K 0.02% +402 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,129 shares; 2025Q2: 4,966 shares; 2025Q3: 5,478 shares; 2025Q4: 5,527 shares; 2026Q1: 5,489 shares 5,489 $326K 0.02% -38 Timeline VTR VENTAS INC More: the full row for VENTAS 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: 3,630 shares; 2026Q1: 3,970 shares 3,970 $325K 0.02% +340 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,352 shares; 2026Q1: 3,586 shares 3,586 $324K 0.02% +234 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,720 shares 5,720 $324K 0.02% new Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,216 shares 2,216 $321K 0.02% new Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,569 shares; 2024Q4: 3,567 shares; 2025Q1: 3,293 shares; 2025Q2: 3,109 shares; 2025Q3: 3,099 shares; 2025Q4: 3,110 shares; 2026Q1: 3,111 shares 3,111 $321K 0.02% +1 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 505 shares 505 $321K 0.02% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,389 shares 4,389 $319K 0.02% new 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: 13,054 shares; 2024Q4: 13,054 shares; 2025Q1: 15,037 shares; 2025Q2: 3,303 shares; 2025Q3: 3,024 shares; 2025Q4: 2,791 shares; 2026Q1: 3,614 shares 3,614 $319K 0.02% +823 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,244 shares; 2024Q4: 1,546 shares; 2025Q1: 2,009 shares; 2025Q2: 2,020 shares; 2025Q3: 1,549 shares; 2025Q4: 1,424 shares; 2026Q1: 1,601 shares 1,601 $317K 0.02% +177 Timeline KT KT CORP More: the full row for KT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,231 shares; 2024Q4: 16,728 shares; 2025Q1: 16,832 shares; 2025Q2: 14,799 shares; 2025Q3: 14,751 shares; 2025Q4: 14,668 shares; 2026Q1: 14,668 shares 14,668 $315K 0.02% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 616 shares; 2025Q4: 649 shares; 2026Q1: 654 shares 654 $314K 0.02% +5 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,567 shares; 2024Q4: 26,483 shares; 2025Q1: 39,503 shares; 2025Q2: 33,431 shares; 2025Q3: 35,688 shares; 2025Q4: 37,338 shares; 2026Q1: 39,121 shares 39,121 $311K 0.02% +1,783 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 1,148 shares 1,148 $311K 0.02% new Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,816 shares; 2024Q4: 5,942 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,678 shares 4,678 $309K 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 3,282 shares; 2025Q4: 3,993 shares; 2026Q1: 4,264 shares 4,264 $309K 0.02% +271 Timeline NUE NUCOR CORP More: the full row for NUCOR 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: 1,550 shares; 2025Q3: 1,560 shares; 2025Q4: 1,529 shares; 2026Q1: 1,824 shares 1,824 $309K 0.02% +295 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 6,277 shares 6,277 $306K 0.02% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,097 shares; 2026Q1: 4,472 shares 4,472 $305K 0.02% +1,375 Timeline SRE SEMPRA More: the full row for SEMPRA 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: 2,558 shares; 2025Q4: 3,187 shares; 2026Q1: 3,141 shares 3,141 $305K 0.02% -46 Timeline TCAL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,116 shares; 2026Q1: 13,604 shares 13,604 $304K 0.02% +3,488 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL 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: 14,000 shares; 2026Q1: 16,090 shares 16,090 $303K 0.02% +2,090 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 906 shares; 2025Q2: 1,004 shares; 2025Q3: not reported; 2025Q4: 1,778 shares; 2026Q1: 1,681 shares 1,681 $303K 0.02% -97 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL 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: 1,812 shares; 2026Q1: 2,679 shares 2,679 $302K 0.02% +867 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,430 shares 3,430 $301K 0.02% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,127 shares; 2025Q4: 1,102 shares; 2026Q1: 1,447 shares 1,447 $301K 0.02% +345 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,061 shares; 2024Q4: 1,062 shares; 2025Q1: 1,062 shares; 2025Q2: 959 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 951 shares 951 $298K 0.02% +10 Timeline XLRE 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: 7,517 shares; 2026Q1: 7,285 shares 7,285 $297K 0.02% -232 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,121 shares; 2025Q3: 3,204 shares; 2025Q4: not reported; 2026Q1: 3,537 shares 3,537 $296K 0.02% new Timeline GIB CGI INC More: the full row for CGI 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: 4,038 shares 4,038 $295K 0.02% new Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,997 shares; 2026Q1: 8,859 shares 8,859 $294K 0.02% +862 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL 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: 1,871 shares; 2025Q4: 2,280 shares; 2026Q1: 2,154 shares 2,154 $292K 0.02% -126 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,311 shares; 2024Q4: 1,666 shares; 2025Q1: 1,447 shares; 2025Q2: 1,466 shares; 2025Q3: 1,397 shares; 2025Q4: 1,496 shares; 2026Q1: 1,718 shares 1,718 $291K 0.02% +222 Timeline AOA 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: 2,943 shares; 2024Q4: 2,982 shares; 2025Q1: 2,982 shares; 2025Q2: 2,991 shares; 2025Q3: 3,013 shares; 2025Q4: 3,051 shares; 2026Q1: 3,270 shares 3,270 $289K 0.02% +219 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY 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: 2,884 shares 2,884 $286K 0.02% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,560 shares; 2026Q1: 14,560 shares 14,560 $284K 0.02% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,449 shares; 2026Q1: 1,887 shares 1,887 $284K 0.02% +438 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,237 shares; 2025Q3: 1,338 shares; 2025Q4: 1,104 shares; 2026Q1: 1,364 shares 1,364 $283K 0.02% +260 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: 2,393 shares; 2026Q1: 2,552 shares 2,552 $283K 0.02% +159 Timeline CEF 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: 6,110 shares; 2026Q1: 5,913 shares 5,913 $282K 0.02% -197 Timeline