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: 327,204 shares; 2024Q4: 324,963 shares; 2025Q1: 375,288 shares; 2025Q2: 377,011 shares; 2025Q3: 426,990 shares; 2025Q4: 419,973 shares; 2026Q1: 431,983 shares 431,983 $39.1M 4.48% +12,010 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,541 shares; 2025Q1: 189,056 shares; 2025Q2: 238,103 shares; 2025Q3: 368,338 shares; 2025Q4: 399,378 shares; 2026Q1: 547,940 shares 547,940 $38.2M 4.38% +148,562 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: 68,183 shares; 2024Q4: 68,393 shares; 2025Q1: 144,166 shares; 2025Q2: 154,291 shares; 2025Q3: 154,113 shares; 2025Q4: 154,903 shares; 2026Q1: 163,066 shares 163,066 $28.4M 3.26% +8,163 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: 68,421 shares; 2024Q4: 72,868 shares; 2025Q1: 89,170 shares; 2025Q2: 101,564 shares; 2025Q3: 102,301 shares; 2025Q4: 101,907 shares; 2026Q1: 104,586 shares 104,586 $26.5M 3.04% +2,679 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: 47,045 shares; 2024Q4: 48,481 shares; 2025Q1: 56,680 shares; 2025Q2: 61,852 shares; 2025Q3: 62,792 shares; 2025Q4: 63,715 shares; 2026Q1: 66,523 shares 66,523 $24.6M 2.82% +2,808 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: 34,041 shares; 2024Q4: 34,741 shares; 2025Q1: 60,123 shares; 2025Q2: 62,669 shares; 2025Q3: 59,135 shares; 2025Q4: 59,115 shares; 2026Q1: 59,015 shares 59,015 $17M 1.94% -100 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: 11,787 shares; 2024Q4: 12,126 shares; 2025Q1: 13,491 shares; 2025Q2: 35,644 shares; 2025Q3: 31,841 shares; 2025Q4: 31,725 shares; 2026Q1: 31,456 shares 31,456 $15.1M 1.73% -269 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: 104,747 shares; 2024Q4: 100,232 shares; 2025Q1: 60,220 shares; 2025Q2: 60,062 shares; 2025Q3: 37,809 shares; 2025Q4: 37,007 shares; 2026Q1: 34,233 shares 34,233 $15M 1.71% -2,774 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: 34,018 shares; 2024Q4: 34,469 shares; 2025Q1: 46,388 shares; 2025Q2: 46,884 shares; 2025Q3: 47,498 shares; 2025Q4: 47,391 shares; 2026Q1: 46,885 shares 46,885 $14.2M 1.62% -506 Timeline INFO 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: 438,472 shares; 2025Q2: 598,486 shares; 2025Q3: 662,939 shares; 2025Q4: 688,400 shares; 2026Q1: 602,670 shares 602,670 $14.2M 1.62% -85,730 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,783 shares; 2024Q4: 31,337 shares; 2025Q1: 30,932 shares; 2025Q2: 29,593 shares; 2025Q3: 30,524 shares; 2025Q4: 30,862 shares; 2026Q1: 155,651 shares 155,651 $12.9M 1.47% +124,789 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,255 shares; 2024Q4: 12,012 shares; 2025Q1: 188,556 shares; 2025Q2: 213,332 shares; 2025Q3: 279,493 shares; 2025Q4: 269,002 shares; 2026Q1: 167,293 shares 167,293 $12.8M 1.47% -101,709 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: 38,482 shares; 2024Q4: 38,723 shares; 2025Q1: 36,118 shares; 2025Q2: 37,799 shares; 2025Q3: 38,745 shares; 2025Q4: 39,769 shares; 2026Q1: 40,972 shares 40,972 $12.7M 1.45% +1,203 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 317,740 shares; 2024Q4: 338,303 shares; 2025Q1: 171,783 shares; 2025Q2: 247,027 shares; 2025Q3: 541,457 shares; 2025Q4: 483,849 shares; 2026Q1: 407,463 shares 407,463 $11.3M 1.3% -76,386 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: 235,179 shares; 2024Q4: 411,012 shares; 2025Q1: 248,419 shares; 2025Q2: 248,317 shares; 2025Q3: 436,060 shares; 2025Q4: 451,876 shares; 2026Q1: 372,605 shares 372,605 $10.9M 1.24% -79,271 Timeline WINN 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: 50,510 shares; 2024Q4: 55,786 shares; 2025Q1: 284,326 shares; 2025Q2: 208,854 shares; 2025Q3: 260,635 shares; 2025Q4: 282,379 shares; 2026Q1: 368,637 shares 368,637 $10.2M 1.17% +86,258 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: 43,777 shares; 2024Q4: 44,670 shares; 2025Q1: 50,897 shares; 2025Q2: 53,225 shares; 2025Q3: 49,178 shares; 2025Q4: 49,314 shares; 2026Q1: 48,376 shares 48,376 $10.1M 1.15% -938 Timeline DFGP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 142,203 shares; 2025Q4: 151,395 shares; 2026Q1: 184,387 shares 184,387 $9.96M 1.14% +32,992 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,599 shares; 2024Q4: 191,853 shares; 2025Q1: 207,910 shares; 2025Q2: 210,904 shares; 2025Q3: 281,894 shares; 2025Q4: 290,583 shares; 2026Q1: 250,070 shares 250,070 $9.82M 1.12% -40,513 Timeline HELO 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: 3,780 shares; 2024Q4: 3,780 shares; 2025Q1: 50,076 shares; 2025Q2: 60,286 shares; 2025Q3: 17,339 shares; 2025Q4: 14,658 shares; 2026Q1: 144,850 shares 144,850 $9.26M 1.06% +130,192 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,986 shares; 2024Q4: 174,495 shares; 2025Q1: 160,140 shares; 2025Q2: 160,248 shares; 2025Q3: 146,603 shares; 2025Q4: 111,579 shares; 2026Q1: 151,037 shares 151,037 $8.99M 1.03% +39,458 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 446,410 shares; 2024Q4: 443,465 shares; 2025Q1: 391,938 shares; 2025Q2: 395,406 shares; 2025Q3: 128,634 shares; 2025Q4: 129,593 shares; 2026Q1: 119,223 shares 119,223 $8.78M 1.01% -10,370 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,865 shares 116,865 $8.55M 0.98% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,933 shares; 2024Q4: 19,914 shares; 2025Q1: 26,882 shares; 2025Q2: 30,501 shares; 2025Q3: 29,136 shares; 2025Q4: 29,033 shares; 2026Q1: 28,094 shares 28,094 $8.26M 0.95% -939 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,353 shares; 2025Q4: 46,672 shares; 2026Q1: 50,600 shares 50,600 $7.73M 0.88% +3,928 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 113,683 shares; 2024Q4: 117,927 shares; 2025Q1: 107,988 shares; 2025Q2: 103,167 shares; 2025Q3: 89,143 shares; 2025Q4: 90,406 shares; 2026Q1: 83,382 shares 83,382 $7.73M 0.88% -7,024 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,548 shares; 2025Q1: 211,931 shares; 2025Q2: 216,712 shares; 2025Q3: 222,725 shares; 2025Q4: 227,180 shares; 2026Q1: 209,990 shares 209,990 $7.72M 0.88% -17,190 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: 17,557 shares; 2024Q4: 17,435 shares; 2025Q1: 14,090 shares; 2025Q2: 11,900 shares; 2025Q3: 10,746 shares; 2025Q4: 15,441 shares; 2026Q1: 22,547 shares 22,547 $7.62M 0.87% +7,106 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: 139,144 shares; 2024Q4: 138,324 shares; 2025Q1: 121,395 shares; 2025Q2: 122,375 shares; 2025Q3: 134,617 shares; 2025Q4: 139,659 shares; 2026Q1: 150,277 shares 150,277 $7.61M 0.87% +10,618 Timeline OSEA 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: 207,722 shares; 2025Q2: 256,882 shares; 2025Q3: 319,310 shares; 2025Q4: 243,109 shares; 2026Q1: 262,431 shares 262,431 $7.6M 0.87% +19,322 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,097 shares; 2024Q4: 246,859 shares; 2025Q1: 199,417 shares; 2025Q2: 258,097 shares; 2025Q3: 182,427 shares; 2025Q4: 182,220 shares; 2026Q1: 222,361 shares 222,361 $7.53M 0.86% +40,141 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: 39,254 shares; 2024Q4: 38,001 shares; 2025Q1: 66,660 shares; 2025Q2: 70,874 shares; 2025Q3: 72,405 shares; 2025Q4: 73,990 shares; 2026Q1: 59,321 shares 59,321 $7.37M 0.84% -14,669 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,896 shares; 2025Q3: 42,309 shares; 2025Q4: 53,493 shares; 2026Q1: 79,162 shares 79,162 $7.36M 0.84% +25,669 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 43,470 shares; 2025Q1: 101,944 shares; 2025Q2: 104,799 shares; 2025Q3: 105,886 shares; 2025Q4: 107,517 shares; 2026Q1: 97,837 shares 97,837 $7.05M 0.81% -9,680 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: 6,643 shares; 2024Q4: 7,169 shares; 2025Q1: 8,311 shares; 2025Q2: 9,353 shares; 2025Q3: 13,463 shares; 2025Q4: 13,831 shares; 2026Q1: 14,037 shares 14,037 $7.01M 0.8% +206 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: not reported; 2024Q4: 23,366 shares; 2025Q1: 185,333 shares; 2025Q2: 190,086 shares; 2025Q3: 192,493 shares; 2025Q4: 195,698 shares; 2026Q1: 178,167 shares 178,167 $6.92M 0.79% -17,531 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 58,857 shares; 2025Q4: 61,941 shares; 2026Q1: 71,414 shares 71,414 $6.78M 0.78% +9,473 Timeline HAPI 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: 125,394 shares; 2025Q2: 128,441 shares; 2025Q3: 143,090 shares; 2025Q4: 148,208 shares; 2026Q1: 168,994 shares 168,994 $6.7M 0.77% +20,786 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: 90,869 shares; 2025Q4: 128,136 shares; 2026Q1: 130,410 shares 130,410 $6.68M 0.76% +2,274 Timeline AGGS 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: not reported; 2025Q3: 131,634 shares; 2025Q4: 138,852 shares; 2026Q1: 162,513 shares 162,513 $6.64M 0.76% +23,661 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: 9,136 shares; 2024Q4: 9,190 shares; 2025Q1: 9,171 shares; 2025Q2: 9,144 shares; 2025Q3: 13,475 shares; 2025Q4: 25,023 shares; 2026Q1: 26,976 shares 26,976 $6.59M 0.75% +1,953 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,820 shares; 2025Q4: 43,535 shares; 2026Q1: 24,909 shares 24,909 $6.52M 0.75% -18,626 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 195,608 shares 195,608 $6.07M 0.69% new 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: 17,552 shares; 2024Q4: 17,325 shares; 2025Q1: 16,171 shares; 2025Q2: 16,561 shares; 2025Q3: 71,809 shares; 2025Q4: 76,797 shares; 2026Q1: 77,002 shares 77,002 $5.97M 0.68% +205 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: 23,385 shares; 2024Q4: 24,208 shares; 2025Q1: 18,988 shares; 2025Q2: 18,992 shares; 2025Q3: 18,386 shares; 2025Q4: 18,467 shares; 2026Q1: 20,090 shares 20,090 $5.76M 0.66% +1,623 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,445 shares 97,445 $5.7M 0.65% new 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: 194,483 shares; 2024Q4: 159,236 shares; 2025Q1: 34,056 shares; 2025Q2: 33,036 shares; 2025Q3: 23,942 shares; 2025Q4: 23,495 shares; 2026Q1: 90,777 shares 90,777 $5.57M 0.64% +67,282 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 78,301 shares; 2025Q2: 116,956 shares; 2025Q3: 120,127 shares; 2025Q4: 116,641 shares; 2026Q1: 79,239 shares 79,239 $5.23M 0.6% -37,402 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: 93,374 shares; 2025Q1: 105,015 shares; 2025Q2: 131,323 shares; 2025Q3: 140,185 shares; 2025Q4: 140,917 shares; 2026Q1: 142,835 shares 142,835 $5.07M 0.58% +1,918 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: 103,232 shares; 2024Q4: 101,216 shares; 2025Q1: 136,781 shares; 2025Q2: 184,891 shares; 2025Q3: 179,948 shares; 2025Q4: 167,546 shares; 2026Q1: 102,654 shares 102,654 $5.07M 0.58% -64,892 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,470 shares; 2025Q4: 25,155 shares; 2026Q1: 52,963 shares 52,963 $4.47M 0.51% +27,808 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: 2,705 shares; 2025Q3: 2,666 shares; 2025Q4: 2,654 shares; 2026Q1: 13,054 shares 13,054 $4.41M 0.5% +10,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,237 shares; 2026Q1: 32,048 shares 32,048 $4.26M 0.49% +8,811 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: 12,592 shares; 2024Q4: 12,349 shares; 2025Q1: 12,391 shares; 2025Q2: 12,434 shares; 2025Q3: 12,361 shares; 2025Q4: 12,269 shares; 2026Q1: 34,345 shares 34,345 $4.13M 0.47% +22,076 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: 5,372 shares; 2024Q4: 5,431 shares; 2025Q1: 5,672 shares; 2025Q2: 5,560 shares; 2025Q3: 5,450 shares; 2025Q4: 3,966 shares; 2026Q1: 4,024 shares 4,024 $4.01M 0.46% +58 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: 44,193 shares; 2025Q2: 35,790 shares; 2025Q3: 39,637 shares; 2025Q4: 37,732 shares; 2026Q1: 35,365 shares 35,365 $3.92M 0.45% -2,367 Timeline MATR 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: not reported; 2025Q3: 70,281 shares; 2025Q4: 70,979 shares; 2026Q1: 149,722 shares 149,722 $3.92M 0.45% +78,743 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: 11,100 shares; 2025Q3: 13,075 shares; 2025Q4: 13,761 shares; 2026Q1: 17,711 shares 17,711 $3.78M 0.43% +3,950 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,841 shares; 2024Q4: 21,918 shares; 2025Q1: 17,697 shares; 2025Q2: 13,982 shares; 2025Q3: 14,072 shares; 2025Q4: 14,436 shares; 2026Q1: 109,226 shares 109,226 $3.75M 0.43% +94,790 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: not reported; 2024Q4: 71,315 shares; 2025Q1: 78,056 shares; 2025Q2: 98,344 shares; 2025Q3: 107,979 shares; 2025Q4: 108,894 shares; 2026Q1: 115,598 shares 115,598 $3.72M 0.43% +6,704 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: not reported; 2024Q4: not reported; 2025Q1: 33,423 shares; 2025Q2: 37,086 shares; 2025Q3: 38,001 shares; 2025Q4: 23,170 shares; 2026Q1: 23,068 shares 23,068 $3.68M 0.42% -102 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: 73,921 shares; 2024Q4: 72,344 shares; 2025Q1: 65,738 shares; 2025Q2: 67,209 shares; 2025Q3: 23,288 shares; 2025Q4: 22,054 shares; 2026Q1: 18,378 shares 18,378 $3.61M 0.41% -3,676 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: 28,209 shares; 2024Q4: 28,190 shares; 2025Q1: 34,092 shares; 2025Q2: 34,935 shares; 2025Q3: 33,839 shares; 2025Q4: 22,202 shares; 2026Q1: 20,850 shares 20,850 $3.54M 0.41% -1,352 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: not reported; 2025Q4: 14,148 shares; 2026Q1: 16,724 shares 16,724 $3.5M 0.4% +2,576 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: 14,235 shares; 2025Q2: 14,477 shares; 2025Q3: 15,772 shares; 2025Q4: 16,029 shares; 2026Q1: 13,113 shares 13,113 $3.48M 0.4% -2,916 Timeline HOLD 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 114,732 shares 114,732 $3.47M 0.4% new 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: 15,883 shares; 2024Q4: 16,049 shares; 2025Q1: 11,554 shares; 2025Q2: 11,108 shares; 2025Q3: 10,731 shares; 2025Q4: 10,726 shares; 2026Q1: 10,698 shares 10,698 $3.36M 0.38% -28 Timeline TOLL TEMA ETF TRUST More: the full row for TEMA 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: 98,536 shares 98,536 $3.32M 0.38% new 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: 47,959 shares; 2024Q4: 49,885 shares; 2025Q1: 46,672 shares; 2025Q2: 45,960 shares; 2025Q3: 45,827 shares; 2025Q4: 46,132 shares; 2026Q1: 47,577 shares 47,577 $3.05M 0.35% +1,445 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: 30,617 shares; 2025Q1: 37,065 shares; 2025Q2: 26,872 shares; 2025Q3: 25,617 shares; 2025Q4: 24,966 shares; 2026Q1: 24,816 shares 24,816 $3.05M 0.35% -150 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly 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: 933,151 shares; 2025Q4: 943,053 shares; 2026Q1: 1,041,440 shares 1,041,440 $3.04M 0.35% +98,387 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: 59,326 shares; 2024Q4: 60,194 shares; 2025Q1: 18,577 shares; 2025Q2: 17,749 shares; 2025Q3: 14,367 shares; 2025Q4: 14,249 shares; 2026Q1: 13,784 shares 13,784 $2.96M 0.34% -465 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,178 shares 35,178 $2.88M 0.33% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 4,765 shares; 2025Q1: 4,771 shares; 2025Q2: 4,595 shares; 2025Q3: 4,445 shares; 2025Q4: 4,120 shares; 2026Q1: 4,120 shares 4,120 $2.87M 0.33% 0 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: 14,636 shares; 2025Q2: 19,041 shares; 2025Q3: 37,507 shares; 2025Q4: 38,400 shares; 2026Q1: 41,885 shares 41,885 $2.85M 0.33% +3,485 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,813 shares; 2024Q4: 3,877 shares; 2025Q1: 5,142 shares; 2025Q2: 3,779 shares; 2025Q3: 4,196 shares; 2025Q4: 4,197 shares; 2026Q1: 4,352 shares 4,352 $2.83M 0.32% +155 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: 7,426 shares; 2024Q4: 7,599 shares; 2025Q1: 2,063 shares; 2025Q2: 2,151 shares; 2025Q3: 1,804 shares; 2025Q4: 1,770 shares; 2026Q1: 8,138 shares 8,138 $2.79M 0.32% +6,368 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: 2,549 shares; 2024Q4: 2,612 shares; 2025Q1: 4,701 shares; 2025Q2: 4,277 shares; 2025Q3: 4,276 shares; 2025Q4: 4,254 shares; 2026Q1: 4,254 shares 4,254 $2.78M 0.32% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,136 shares; 2024Q4: 24,821 shares; 2025Q1: 26,724 shares; 2025Q2: 22,937 shares; 2025Q3: 18,682 shares; 2025Q4: 17,381 shares; 2026Q1: 18,721 shares 18,721 $2.74M 0.31% +1,340 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: 15,675 shares; 2024Q4: 16,463 shares; 2025Q1: 22,624 shares; 2025Q2: 13,555 shares; 2025Q3: 7,125 shares; 2025Q4: 7,116 shares; 2026Q1: 7,724 shares 7,724 $2.64M 0.3% +608 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: not reported; 2026Q1: 9,133 shares 9,133 $2.62M 0.3% new Timeline RAAX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,799 shares 62,799 $2.56M 0.29% new 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: not reported; 2026Q1: 40,976 shares 40,976 $2.51M 0.29% new 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: 29,533 shares; 2024Q4: 28,788 shares; 2025Q1: 28,720 shares; 2025Q2: 28,719 shares; 2025Q3: 28,952 shares; 2025Q4: 28,634 shares; 2026Q1: 27,842 shares 27,842 $2.46M 0.28% -792 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC 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: 37,956 shares; 2026Q1: 34,441 shares 34,441 $2.38M 0.27% -3,515 Timeline IBDW 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: 114,098 shares; 2024Q4: 112,738 shares; 2025Q1: 112,023 shares; 2025Q2: 106,932 shares; 2025Q3: 111,309 shares; 2025Q4: 111,344 shares; 2026Q1: 111,547 shares 111,547 $2.33M 0.27% +203 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: 4,084 shares; 2024Q4: 4,152 shares; 2025Q1: 2,447 shares; 2025Q2: 2,306 shares; 2025Q3: 2,306 shares; 2025Q4: 2,291 shares; 2026Q1: 2,491 shares 2,491 $2.29M 0.26% +200 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,769 shares; 2024Q4: 1,930 shares; 2025Q1: 2,039 shares; 2025Q2: 3,050 shares; 2025Q3: 5,273 shares; 2025Q4: 5,488 shares; 2026Q1: 6,110 shares 6,110 $2.27M 0.26% +622 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,951 shares 17,951 $2.27M 0.26% new 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: 15,707 shares; 2024Q4: 15,513 shares; 2025Q1: 14,971 shares; 2025Q2: 15,857 shares; 2025Q3: 15,047 shares; 2025Q4: 15,150 shares; 2026Q1: 15,163 shares 15,163 $2.19M 0.25% +13 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: not reported; 2025Q2: 3 shares; 2025Q3: 3 shares; 2025Q4: 3 shares; 2026Q1: 3 shares 3 $2.15M 0.25% 0 Timeline IBDX 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: 84,699 shares; 2024Q4: 83,732 shares; 2025Q1: 83,939 shares; 2025Q2: 79,915 shares; 2025Q3: 86,168 shares; 2025Q4: 86,556 shares; 2026Q1: 85,063 shares 85,063 $2.15M 0.25% -1,493 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: 45,672 shares; 2025Q2: 17,361 shares; 2025Q3: 17,743 shares; 2025Q4: 18,043 shares; 2026Q1: 17,939 shares 17,939 $2.13M 0.24% -104 Timeline GGG GRACO INC More: the full row for GRACO 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: 24,934 shares 24,934 $2.11M 0.24% new Timeline IBDZ 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: 75,627 shares; 2025Q1: 82,305 shares; 2025Q2: 79,137 shares; 2025Q3: 81,999 shares; 2025Q4: 81,995 shares; 2026Q1: 80,373 shares 80,373 $2.09M 0.24% -1,622 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: 9,410 shares; 2024Q4: 13,090 shares; 2025Q1: 16,669 shares; 2025Q2: 10,626 shares; 2025Q3: 10,718 shares; 2025Q4: 10,134 shares; 2026Q1: 10,245 shares 10,245 $2.08M 0.24% +111 Timeline IBCA 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: 76,467 shares; 2026Q1: 80,844 shares 80,844 $2.07M 0.24% +4,377 Timeline IBDY 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: 73,338 shares; 2024Q4: 75,589 shares; 2025Q1: 77,203 shares; 2025Q2: 73,675 shares; 2025Q3: 77,364 shares; 2025Q4: 78,629 shares; 2026Q1: 77,210 shares 77,210 $2M 0.23% -1,419 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,543 shares; 2026Q1: 17,445 shares 17,445 $1.93M 0.22% -3,098 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,217 shares; 2024Q4: 21,528 shares; 2025Q1: 21,982 shares; 2025Q2: 24,243 shares; 2025Q3: 10,320 shares; 2025Q4: 9,997 shares; 2026Q1: 8,805 shares 8,805 $1.91M 0.22% -1,192 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: 83,942 shares; 2024Q4: 69,718 shares; 2025Q1: 67,857 shares; 2025Q2: 37,807 shares; 2025Q3: 36,128 shares; 2025Q4: 35,729 shares; 2026Q1: 35,065 shares 35,065 $1.9M 0.22% -664 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES 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: 24,358 shares; 2026Q1: 33,104 shares 33,104 $1.88M 0.21% +8,746 Timeline AELV 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: 18,896 shares; 2025Q2: 32,678 shares; 2025Q3: 129,374 shares; 2025Q4: 131,971 shares; 2026Q1: 79,180 shares 79,180 $1.88M 0.21% -52,791 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: 40,928 shares; 2024Q4: 40,925 shares; 2025Q1: 26,404 shares; 2025Q2: 24,972 shares; 2025Q3: 22,434 shares; 2025Q4: 20,015 shares; 2026Q1: 20,188 shares 20,188 $1.88M 0.21% +173 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,495 shares; 2024Q4: 24,402 shares; 2025Q1: 21,659 shares; 2025Q2: 21,618 shares; 2025Q3: 8,091 shares; 2025Q4: 7,783 shares; 2026Q1: 6,093 shares 6,093 $1.84M 0.21% -1,690 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: 9,791 shares; 2024Q4: 9,763 shares; 2025Q1: 12,221 shares; 2025Q2: 9,061 shares; 2025Q3: 5,842 shares; 2025Q4: 5,835 shares; 2026Q1: 5,599 shares 5,599 $1.84M 0.21% -236 Timeline AIQ 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: 177,719 shares; 2024Q4: 175,418 shares; 2025Q1: 52,671 shares; 2025Q2: 47,805 shares; 2025Q3: 40,358 shares; 2025Q4: 39,946 shares; 2026Q1: 39,215 shares 39,215 $1.83M 0.21% -731 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: 2,507 shares; 2024Q4: 2,539 shares; 2025Q1: 2,559 shares; 2025Q2: 3,023 shares; 2025Q3: 3,335 shares; 2025Q4: 33,117 shares; 2026Q1: 18,948 shares 18,948 $1.82M 0.21% -14,169 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,204 shares 9,204 $1.81M 0.21% new Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,040 shares; 2024Q4: 15,896 shares; 2025Q1: 15,845 shares; 2025Q2: 15,845 shares; 2025Q3: 15,845 shares; 2025Q4: 16,299 shares; 2026Q1: 16,270 shares 16,270 $1.76M 0.2% -29 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: 16,257 shares; 2024Q4: 16,262 shares; 2025Q1: 16,308 shares; 2025Q2: 16,216 shares; 2025Q3: 16,078 shares; 2025Q4: 16,150 shares; 2026Q1: 15,985 shares 15,985 $1.73M 0.2% -165 Timeline SAMM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly 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: 57,277 shares 57,277 $1.73M 0.2% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS 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: 9,579 shares; 2025Q4: 14,942 shares; 2026Q1: 15,578 shares 15,578 $1.73M 0.2% +636 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 30,759 shares 30,759 $1.7M 0.19% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,544 shares; 2024Q4: 14,488 shares; 2025Q1: 25,954 shares; 2025Q2: 29,541 shares; 2025Q3: 13,817 shares; 2025Q4: 26,957 shares; 2026Q1: 27,223 shares 27,223 $1.67M 0.19% +266 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: 6,509 shares; 2024Q4: 6,579 shares; 2025Q1: 8,559 shares; 2025Q2: 3,832 shares; 2025Q3: 2,928 shares; 2025Q4: 2,831 shares; 2026Q1: 2,755 shares 2,755 $1.67M 0.19% -76 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 2,961 shares 2,961 $1.66M 0.19% new 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: 8,715 shares; 2024Q4: 8,699 shares; 2025Q1: 8,988 shares; 2025Q2: 7,018 shares; 2025Q3: 6,810 shares; 2025Q4: 6,829 shares; 2026Q1: 6,821 shares 6,821 $1.65M 0.19% -8 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: 6,960 shares; 2024Q4: 6,533 shares; 2025Q1: 6,266 shares; 2025Q2: 6,271 shares; 2025Q3: 6,235 shares; 2025Q4: 6,234 shares; 2026Q1: 6,896 shares 6,896 $1.63M 0.19% +662 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: 11,020 shares; 2024Q4: 11,117 shares; 2025Q1: 15,844 shares; 2025Q2: 21,526 shares; 2025Q3: 7,773 shares; 2025Q4: 7,651 shares; 2026Q1: 7,789 shares 7,789 $1.61M 0.18% +138 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: 7,041 shares; 2024Q4: 7,014 shares; 2025Q1: 7,029 shares; 2025Q2: 7,010 shares; 2025Q3: 6,965 shares; 2025Q4: 6,986 shares; 2026Q1: 6,981 shares 6,981 $1.58M 0.18% -5 Timeline HIDE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 64,446 shares 64,446 $1.55M 0.18% new 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: 670 shares; 2024Q4: 2,159 shares; 2025Q1: 2,944 shares; 2025Q2: 1,333 shares; 2025Q3: 1,226 shares; 2025Q4: 514 shares; 2026Q1: 1,171 shares 1,171 $1.55M 0.18% +657 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: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,610 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,627 shares 3,627 $1.55M 0.18% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 140,991 shares; 2026Q1: 71,215 shares 71,215 $1.54M 0.18% -69,776 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: 15,424 shares; 2024Q4: 15,130 shares; 2025Q1: 7,903 shares; 2025Q2: 8,859 shares; 2025Q3: 7,989 shares; 2025Q4: 7,915 shares; 2026Q1: 7,884 shares 7,884 $1.53M 0.18% -31 Timeline HLN HALEON PLC More: the full row for HALEON 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: 239,528 shares; 2025Q4: not reported; 2026Q1: 150,995 shares 150,995 $1.51M 0.17% new 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: 23,210 shares; 2024Q4: 23,235 shares; 2025Q1: 9,573 shares; 2025Q2: 8,192 shares; 2025Q3: 8,343 shares; 2025Q4: 8,192 shares; 2026Q1: 7,844 shares 7,844 $1.51M 0.17% -348 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: 7,830 shares; 2024Q4: 7,679 shares; 2025Q1: 6,727 shares; 2025Q2: 6,716 shares; 2025Q3: 6,690 shares; 2025Q4: 6,144 shares; 2026Q1: 6,198 shares 6,198 $1.5M 0.17% +54 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: 7,946 shares; 2024Q4: 7,950 shares; 2025Q1: 7,946 shares; 2025Q2: 8,046 shares; 2025Q3: 6,846 shares; 2025Q4: 6,846 shares; 2026Q1: 6,012 shares 6,012 $1.49M 0.17% -834 Timeline BBUS 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: 87,237 shares; 2024Q4: 99,720 shares; 2025Q1: 85,828 shares; 2025Q2: 62,679 shares; 2025Q3: 19,358 shares; 2025Q4: 18,158 shares; 2026Q1: 12,648 shares 12,648 $1.48M 0.17% -5,510 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,675 shares; 2024Q4: 187,717 shares; 2025Q1: 36,078 shares; 2025Q2: 33,723 shares; 2025Q3: 25,927 shares; 2025Q4: 25,531 shares; 2026Q1: 24,618 shares 24,618 $1.48M 0.17% -913 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,848 shares; 2024Q4: 16,098 shares; 2025Q1: 6,830 shares; 2025Q2: 6,807 shares; 2025Q3: 6,436 shares; 2025Q4: 6,417 shares; 2026Q1: 6,202 shares 6,202 $1.47M 0.17% -215 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: not reported; 2024Q4: not reported; 2025Q1: 23,887 shares; 2025Q2: 23,345 shares; 2025Q3: 23,617 shares; 2025Q4: 24,786 shares; 2026Q1: 21,571 shares 21,571 $1.43M 0.16% -3,215 Timeline FLGB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON 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: 34,613 shares; 2026Q1: 40,843 shares 40,843 $1.42M 0.16% +6,230 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: 12,003 shares; 2024Q4: 12,103 shares; 2025Q1: 13,498 shares; 2025Q2: 14,443 shares; 2025Q3: 7,263 shares; 2025Q4: 7,268 shares; 2026Q1: 7,352 shares 7,352 $1.42M 0.16% +84 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: 59,738 shares; 2024Q4: 57,028 shares; 2025Q1: 58,774 shares; 2025Q2: 56,394 shares; 2025Q3: 57,875 shares; 2025Q4: 58,392 shares; 2026Q1: 57,280 shares 57,280 $1.39M 0.16% -1,112 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: 381,684 shares; 2024Q4: 302,422 shares; 2025Q1: 172,211 shares; 2025Q2: 188,872 shares; 2025Q3: 46,229 shares; 2025Q4: 43,106 shares; 2026Q1: 28,056 shares 28,056 $1.37M 0.16% -15,050 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 948 shares; 2024Q4: 929 shares; 2025Q1: 904 shares; 2025Q2: 2,276 shares; 2025Q3: 1,933 shares; 2025Q4: 1,666 shares; 2026Q1: 1,505 shares 1,505 $1.3M 0.15% -161 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: 15,711 shares; 2024Q4: 16,407 shares; 2025Q1: 20,749 shares; 2025Q2: 8,120 shares; 2025Q3: 5,251 shares; 2025Q4: 5,233 shares; 2026Q1: 5,225 shares 5,225 $1.29M 0.15% -8 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,726 shares 2,726 $1.29M 0.15% new Timeline SMLL 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: 49,214 shares; 2025Q2: 136,711 shares; 2025Q3: 215,597 shares; 2025Q4: 62,027 shares; 2026Q1: 67,551 shares 67,551 $1.28M 0.15% +5,524 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: 54,664 shares; 2024Q4: 53,161 shares; 2025Q1: 52,296 shares; 2025Q2: 49,954 shares; 2025Q3: 51,229 shares; 2025Q4: 51,254 shares; 2026Q1: 50,481 shares 50,481 $1.28M 0.15% -773 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: 4,021 shares; 2024Q4: 4,101 shares; 2025Q1: 2,737 shares; 2025Q2: 2,881 shares; 2025Q3: 2,721 shares; 2025Q4: 2,512 shares; 2026Q1: 2,557 shares 2,557 $1.26M 0.14% +45 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: 5,581 shares; 2024Q4: 5,315 shares; 2025Q1: 5,329 shares; 2025Q2: 5,331 shares; 2025Q3: 5,246 shares; 2025Q4: 5,276 shares; 2026Q1: 5,737 shares 5,737 $1.25M 0.14% +461 Timeline JPME J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,693 shares; 2025Q2: 10,693 shares; 2025Q3: 10,693 shares; 2025Q4: 10,693 shares; 2026Q1: 10,693 shares 10,693 $1.22M 0.14% 0 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: 54,248 shares; 2024Q4: 52,649 shares; 2025Q1: 51,759 shares; 2025Q2: 49,315 shares; 2025Q3: 50,674 shares; 2025Q4: 50,992 shares; 2026Q1: 50,203 shares 50,203 $1.22M 0.14% -789 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,910 shares; 2024Q4: 14,929 shares; 2025Q1: 12,130 shares; 2025Q2: 11,710 shares; 2025Q3: 11,890 shares; 2025Q4: 11,385 shares; 2026Q1: 11,327 shares 11,327 $1.2M 0.14% -58 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: 57,055 shares; 2024Q4: 55,426 shares; 2025Q1: 54,459 shares; 2025Q2: 51,829 shares; 2025Q3: 53,126 shares; 2025Q4: 52,645 shares; 2026Q1: 51,627 shares 51,627 $1.2M 0.14% -1,018 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: 1,364 shares; 2024Q4: 1,071 shares; 2025Q1: 3,092 shares; 2025Q2: 2,720 shares; 2025Q3: 2,748 shares; 2025Q4: 2,431 shares; 2026Q1: 2,159 shares 2,159 $1.19M 0.14% -272 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: 13,763 shares; 2024Q4: 13,754 shares; 2025Q1: 13,600 shares; 2025Q2: 14,496 shares; 2025Q3: 14,219 shares; 2025Q4: 12,913 shares; 2026Q1: 12,229 shares 12,229 $1.18M 0.14% -684 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: 59,955 shares; 2024Q4: 59,093 shares; 2025Q1: 57,432 shares; 2025Q2: 54,710 shares; 2025Q3: 55,499 shares; 2025Q4: 54,994 shares; 2026Q1: 53,860 shares 53,860 $1.18M 0.13% -1,134 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,533 shares 16,533 $1.17M 0.13% new 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: not reported; 2024Q4: not reported; 2025Q1: 10,095 shares; 2025Q2: 10,095 shares; 2025Q3: 10,094 shares; 2025Q4: 10,094 shares; 2026Q1: 10,094 shares 10,094 $1.14M 0.13% 0 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: 1,109 shares; 2024Q4: 1,380 shares; 2025Q1: 1,947 shares; 2025Q2: 2,191 shares; 2025Q3: 2,504 shares; 2025Q4: 2,892 shares; 2026Q1: 3,547 shares 3,547 $1.14M 0.13% +655 Timeline FDL 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: 16,195 shares; 2024Q4: 16,195 shares; 2025Q1: 16,195 shares; 2025Q2: 28,355 shares; 2025Q3: 22,355 shares; 2025Q4: 22,355 shares; 2026Q1: 22,355 shares 22,355 $1.14M 0.13% 0 Timeline LAUR LAUREATE ED INC More: the full row for LAUREATE ED 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: 32,432 shares 32,432 $1.13M 0.13% new 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: 8,777 shares; 2024Q4: 8,821 shares; 2025Q1: 11,140 shares; 2025Q2: 5,035 shares; 2025Q3: 4,439 shares; 2025Q4: 4,338 shares; 2026Q1: 3,564 shares 3,564 $1.11M 0.13% -774 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: 7,858 shares; 2024Q4: 7,882 shares; 2025Q1: 9,712 shares; 2025Q2: 9,186 shares; 2025Q3: 9,008 shares; 2025Q4: 8,609 shares; 2026Q1: 8,542 shares 8,542 $1.1M 0.13% -67 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,498 shares; 2024Q4: 8,042 shares; 2025Q1: 8,042 shares; 2025Q2: 8,042 shares; 2025Q3: 8,042 shares; 2025Q4: 7,866 shares; 2026Q1: 7,866 shares 7,866 $1.09M 0.12% 0 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: 1,651 shares; 2025Q3: 2,914 shares; 2025Q4: 3,165 shares; 2026Q1: 1,234 shares 1,234 $1.08M 0.12% -1,931 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,481 shares; 2024Q4: 2,564 shares; 2025Q1: 2,573 shares; 2025Q2: 2,564 shares; 2025Q3: 2,564 shares; 2025Q4: 2,564 shares; 2026Q1: 2,492 shares 2,492 $1.07M 0.12% -72 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,167 shares 1,167 $1.04M 0.12% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,013 shares; 2025Q2: 16,046 shares; 2025Q3: 5,402 shares; 2025Q4: 5,534 shares; 2026Q1: 5,719 shares 5,719 $1.04M 0.12% +185 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 78,547 shares; 2025Q3: 91,166 shares; 2025Q4: 91,231 shares; 2026Q1: 92,395 shares 92,395 $1.04M 0.12% +1,164 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: 18,121 shares; 2024Q4: 18,127 shares; 2025Q1: 18,202 shares; 2025Q2: 17,994 shares; 2025Q3: 18,120 shares; 2025Q4: 17,789 shares; 2026Q1: 17,677 shares 17,677 $1.04M 0.12% -112 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: 20,837 shares; 2024Q4: 20,405 shares; 2025Q1: 20,037 shares; 2025Q2: 19,794 shares; 2025Q3: 19,235 shares; 2025Q4: 19,216 shares; 2026Q1: 20,497 shares 20,497 $1.03M 0.12% +1,281 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: 8,461 shares; 2024Q4: 8,455 shares; 2025Q1: 8,412 shares; 2025Q2: 7,994 shares; 2025Q3: 7,970 shares; 2025Q4: 7,964 shares; 2026Q1: 7,842 shares 7,842 $1.03M 0.12% -122 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: 268 shares; 2024Q4: 257 shares; 2025Q1: 240 shares; 2025Q2: 238 shares; 2025Q3: 284 shares; 2025Q4: 279 shares; 2026Q1: 241 shares 241 $1.01M 0.12% -38 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,511 shares; 2025Q2: 21,921 shares; 2025Q3: 21,694 shares; 2025Q4: 21,794 shares; 2026Q1: 22,479 shares 22,479 $992K 0.11% +685 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: not reported; 2024Q4: not reported; 2025Q1: 18,631 shares; 2025Q2: 25,992 shares; 2025Q3: 16,734 shares; 2025Q4: 14,632 shares; 2026Q1: 12,446 shares 12,446 $991K 0.11% -2,186 Timeline VRSN VERISIGN INC More: the full row for VERISIGN 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: 14,222 shares; 2025Q3: 14,377 shares; 2025Q4: 9,932 shares; 2026Q1: 3,976 shares 3,976 $987K 0.11% -5,956 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,755 shares; 2024Q4: 25,100 shares; 2025Q1: 13,800 shares; 2025Q2: 23,316 shares; 2025Q3: 22,769 shares; 2025Q4: 22,182 shares; 2026Q1: 21,262 shares 21,262 $987K 0.11% -920 Timeline CRTC 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: not reported; 2024Q4: 27,276 shares; 2025Q1: 30,462 shares; 2025Q2: 26,382 shares; 2025Q3: 26,499 shares; 2025Q4: 27,154 shares; 2026Q1: 27,508 shares 27,508 $975K 0.11% +354 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,087 shares; 2024Q4: 1,095 shares; 2025Q1: 1,189 shares; 2025Q2: 1,168 shares; 2025Q3: 1,236 shares; 2025Q4: 1,173 shares; 2026Q1: 1,674 shares 1,674 $958K 0.11% +501 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,296 shares; 2024Q4: 121,783 shares; 2025Q1: 40,684 shares; 2025Q2: 34,687 shares; 2025Q3: 10,326 shares; 2025Q4: 10,277 shares; 2026Q1: 9,778 shares 9,778 $946K 0.11% -499 Timeline CLSE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,342 shares; 2024Q4: 47,219 shares; 2025Q1: 113,408 shares; 2025Q2: 144,978 shares; 2025Q3: 38,835 shares; 2025Q4: 32,379 shares; 2026Q1: 33,276 shares 33,276 $936K 0.11% +897 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,474 shares; 2024Q4: 8,475 shares; 2025Q1: 8,475 shares; 2025Q2: 8,494 shares; 2025Q3: 8,232 shares; 2025Q4: 8,237 shares; 2026Q1: 8,418 shares 8,418 $925K 0.11% +181 Timeline JTEK 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: 13,554 shares; 2025Q2: 11,247 shares; 2025Q3: 11,130 shares; 2025Q4: 11,394 shares; 2026Q1: 11,511 shares 11,511 $916K 0.1% +117 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,871 shares; 2024Q4: 28,011 shares; 2025Q1: 26,293 shares; 2025Q2: 23,135 shares; 2025Q3: 9,688 shares; 2025Q4: 9,188 shares; 2026Q1: 12,540 shares 12,540 $892K 0.1% +3,352 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: 7,154 shares; 2024Q4: 7,161 shares; 2025Q1: 7,978 shares; 2025Q2: 13,293 shares; 2025Q3: 13,355 shares; 2025Q4: 13,320 shares; 2026Q1: 17,006 shares 17,006 $884K 0.1% +3,686 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: 677 shares; 2024Q4: 682 shares; 2025Q1: 3,481 shares; 2025Q2: 1,713 shares; 2025Q3: 992 shares; 2025Q4: 988 shares; 2026Q1: 1,018 shares 1,018 $861K 0.1% +30 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,806 shares; 2024Q4: 5,140 shares; 2025Q1: 6,576 shares; 2025Q2: 5,275 shares; 2025Q3: 5,190 shares; 2025Q4: 5,658 shares; 2026Q1: 8,019 shares 8,019 $860K 0.1% +2,361 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: not reported; 2025Q4: not reported; 2026Q1: 11,795 shares 11,795 $855K 0.1% new Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,863 shares; 2024Q4: 3,863 shares; 2025Q1: 3,871 shares; 2025Q2: 3,863 shares; 2025Q3: 3,863 shares; 2025Q4: 7,725 shares; 2026Q1: 7,725 shares 7,725 $842K 0.1% 0 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: 13,378 shares; 2024Q4: 13,382 shares; 2025Q1: 13,374 shares; 2025Q2: 13,324 shares; 2025Q3: 13,318 shares; 2025Q4: 13,267 shares; 2026Q1: 13,239 shares 13,239 $818K 0.09% -28 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly 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: 1,038 shares 1,038 $802K 0.09% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,238 shares; 2024Q4: 26,936 shares; 2025Q1: 7,007 shares; 2025Q2: 5,937 shares; 2025Q3: 5,562 shares; 2025Q4: 5,497 shares; 2026Q1: 5,397 shares 5,397 $799K 0.09% -100 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: 17,961 shares; 2024Q4: 21,960 shares; 2025Q1: 16,844 shares; 2025Q2: 16,730 shares; 2025Q3: 17,073 shares; 2025Q4: 15,993 shares; 2026Q1: 15,993 shares 15,993 $798K 0.09% 0 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: 3,610 shares; 2024Q4: 3,613 shares; 2025Q1: 3,610 shares; 2025Q2: 3,610 shares; 2025Q3: 3,665 shares; 2025Q4: 3,665 shares; 2026Q1: 3,726 shares 3,726 $796K 0.09% +61 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: 8,853 shares; 2024Q4: 8,939 shares; 2025Q1: 14,564 shares; 2025Q2: 4,107 shares; 2025Q3: 3,039 shares; 2025Q4: 3,019 shares; 2026Q1: 2,863 shares 2,863 $775K 0.09% -156 Timeline SFLR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 6,520 shares; 2025Q1: 94,250 shares; 2025Q2: 115,000 shares; 2025Q3: 28,805 shares; 2025Q4: 23,456 shares; 2026Q1: 21,829 shares 21,829 $773K 0.09% -1,627 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,744 shares; 2024Q4: 6,835 shares; 2025Q1: 3,053 shares; 2025Q2: 3,197 shares; 2025Q3: 2,840 shares; 2025Q4: 2,735 shares; 2026Q1: 2,630 shares 2,630 $764K 0.09% -105 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: 14,242 shares; 2024Q4: 14,442 shares; 2025Q1: 19,234 shares; 2025Q2: 6,628 shares; 2025Q3: 6,126 shares; 2025Q4: 6,003 shares; 2026Q1: 5,607 shares 5,607 $763K 0.09% -396 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: not reported; 2025Q4: 1,690 shares; 2026Q1: 1,573 shares 1,573 $755K 0.09% -117 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,519 shares; 2024Q4: 31,544 shares; 2025Q1: 33,633 shares; 2025Q2: 15,677 shares; 2025Q3: 13,657 shares; 2025Q4: 13,644 shares; 2026Q1: 10,939 shares 10,939 $739K 0.08% -2,705 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,195 shares; 2024Q4: 8,067 shares; 2025Q1: 7,025 shares; 2025Q2: 6,863 shares; 2025Q3: 6,955 shares; 2025Q4: 6,650 shares; 2026Q1: 6,718 shares 6,718 $715K 0.08% +68 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: 1,161 shares; 2024Q4: 1,169 shares; 2025Q1: 1,137 shares; 2025Q2: 1,170 shares; 2025Q3: 1,182 shares; 2025Q4: 1,191 shares; 2026Q1: 1,001 shares 1,001 $709K 0.08% -190 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,549 shares; 2024Q4: 4,479 shares; 2025Q1: 4,617 shares; 2025Q2: 4,575 shares; 2025Q3: 4,578 shares; 2025Q4: 20,865 shares; 2026Q1: 4,766 shares 4,766 $699K 0.08% -16,099 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,024 shares; 2025Q1: 5,405 shares; 2025Q2: 4,632 shares; 2025Q3: 4,695 shares; 2025Q4: 4,823 shares; 2026Q1: 4,903 shares 4,903 $699K 0.08% +80 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,641 shares; 2024Q4: 2,764 shares; 2025Q1: 6,070 shares; 2025Q2: 5,326 shares; 2025Q3: 5,317 shares; 2025Q4: 3,363 shares; 2026Q1: 2,418 shares 2,418 $683K 0.08% -945 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: 5,663 shares; 2024Q4: 4,129 shares; 2025Q1: 3,453 shares; 2025Q2: 4,234 shares; 2025Q3: 4,109 shares; 2025Q4: 4,141 shares; 2026Q1: 4,626 shares 4,626 $681K 0.08% +485 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,465 shares; 2024Q4: 34,713 shares; 2025Q1: 34,713 shares; 2025Q2: 40,713 shares; 2025Q3: 39,213 shares; 2025Q4: 41,489 shares; 2026Q1: 35,213 shares 35,213 $680K 0.08% -6,276 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 5,002 shares; 2025Q4: 5,007 shares; 2026Q1: 8,145 shares 8,145 $675K 0.08% +3,138 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,019 shares; 2025Q2: 2,017 shares; 2025Q3: 2,024 shares; 2025Q4: 2,024 shares; 2026Q1: 2,036 shares 2,036 $674K 0.08% +12 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: 6,977 shares; 2024Q4: 6,875 shares; 2025Q1: 7,337 shares; 2025Q2: 5,639 shares; 2025Q3: 3,934 shares; 2025Q4: 3,860 shares; 2026Q1: 4,227 shares 4,227 $656K 0.08% +367 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,313 shares; 2025Q1: 5,576 shares; 2025Q2: 4,811 shares; 2025Q3: 5,244 shares; 2025Q4: 5,369 shares; 2026Q1: 5,984 shares 5,984 $654K 0.07% +615 Timeline CVSA COVISTA INC More: the full row for COVISTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,603 shares; 2025Q2: 8,102 shares; 2025Q3: 8,242 shares; 2025Q4: 7,848 shares; 2026Q1: 5,619 shares 5,619 $648K 0.07% -2,229 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: not reported; 2025Q4: not reported; 2026Q1: 2,891 shares 2,891 $611K 0.07% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,188 shares 7,188 $602K 0.07% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,900 shares; 2024Q4: 5,200 shares; 2025Q1: 5,233 shares; 2025Q2: 5,172 shares; 2025Q3: 5,119 shares; 2025Q4: 2,954 shares; 2026Q1: 2,973 shares 2,973 $589K 0.07% +19 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: 4,136 shares; 2024Q4: 4,136 shares; 2025Q1: 4,162 shares; 2025Q2: 4,130 shares; 2025Q3: 4,130 shares; 2025Q4: 4,130 shares; 2026Q1: 4,130 shares 4,130 $584K 0.07% 0 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: 911 shares; 2024Q4: 833 shares; 2025Q1: 833 shares; 2025Q2: 867 shares; 2025Q3: 782 shares; 2025Q4: 841 shares; 2026Q1: 1,084 shares 1,084 $583K 0.07% +243 Timeline CUK CARNIVAL PLC More: the full row for CARNIVAL 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: 138,198 shares; 2026Q1: 22,337 shares 22,337 $576K 0.07% -115,861 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: 1,929 shares; 2024Q4: 2,356 shares; 2025Q1: 1,191 shares; 2025Q2: 1,095 shares; 2025Q3: 1,105 shares; 2025Q4: 947 shares; 2026Q1: 997 shares 997 $575K 0.07% +50 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,336 shares; 2024Q4: 17,418 shares; 2025Q1: 8,046 shares; 2025Q2: 7,167 shares; 2025Q3: 5,481 shares; 2025Q4: 4,938 shares; 2026Q1: 4,981 shares 4,981 $575K 0.07% +43 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: 5,106 shares; 2024Q4: 4,266 shares; 2025Q1: 8,864 shares; 2025Q2: 7,679 shares; 2025Q3: 7,637 shares; 2025Q4: 7,791 shares; 2026Q1: 6,948 shares 6,948 $568K 0.07% -843 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,066 shares; 2024Q4: 8,171 shares; 2025Q1: 4,084 shares; 2025Q2: 4,084 shares; 2025Q3: 4,084 shares; 2025Q4: 4,084 shares; 2026Q1: 4,084 shares 4,084 $565K 0.06% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,424 shares; 2025Q1: 5,424 shares; 2025Q2: 5,431 shares; 2025Q3: 5,425 shares; 2025Q4: 4,994 shares; 2026Q1: 4,635 shares 4,635 $563K 0.06% -359 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: 8,552 shares; 2024Q4: 8,405 shares; 2025Q1: 8,252 shares; 2025Q2: 7,832 shares; 2025Q3: 7,853 shares; 2025Q4: 7,986 shares; 2026Q1: 7,806 shares 7,806 $561K 0.06% -180 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT 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: 2,005 shares; 2026Q1: 3,044 shares 3,044 $557K 0.06% +1,039 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,834 shares 7,834 $555K 0.06% new 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: 1,289 shares; 2024Q4: 1,495 shares; 2025Q1: 1,480 shares; 2025Q2: 1,900 shares; 2025Q3: 1,766 shares; 2025Q4: 1,693 shares; 2026Q1: 1,715 shares 1,715 $546K 0.06% +22 Timeline AIRR 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: 6,593 shares; 2024Q4: 7,088 shares; 2025Q1: 7,394 shares; 2025Q2: 5,710 shares; 2025Q3: 5,617 shares; 2025Q4: 5,727 shares; 2026Q1: 4,834 shares 4,834 $536K 0.06% -893 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,297 shares; 2024Q4: 3,297 shares; 2025Q1: 3,327 shares; 2025Q2: 3,297 shares; 2025Q3: 3,297 shares; 2025Q4: 3,297 shares; 2026Q1: 3,297 shares 3,297 $533K 0.06% 0 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: 97,264 shares; 2024Q4: 87,734 shares; 2025Q1: 5,484 shares; 2025Q2: 2,005 shares; 2025Q3: not reported; 2025Q4: 5,254 shares; 2026Q1: 4,776 shares 4,776 $527K 0.06% -478 Timeline DTCR 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: 24,679 shares; 2025Q1: 25,488 shares; 2025Q2: 31,217 shares; 2025Q3: 28,794 shares; 2025Q4: 29,446 shares; 2026Q1: 21,947 shares 21,947 $526K 0.06% -7,499 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: 17,015 shares; 2024Q4: 16,432 shares; 2025Q1: 15,701 shares; 2025Q2: 19,587 shares; 2025Q3: 16,296 shares; 2025Q4: 14,962 shares; 2026Q1: 18,565 shares 18,565 $521K 0.06% +3,603 Timeline FINX 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: 16,080 shares; 2024Q4: 12,515 shares; 2025Q1: 12,589 shares; 2025Q2: 14,787 shares; 2025Q3: 17,319 shares; 2025Q4: 17,931 shares; 2026Q1: 22,473 shares 22,473 $519K 0.06% +4,542 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: 7,790 shares; 2024Q4: 8,024 shares; 2025Q1: 10,271 shares; 2025Q2: 10,867 shares; 2025Q3: 11,881 shares; 2025Q4: 4,204 shares; 2026Q1: 2,752 shares 2,752 $514K 0.06% -1,452 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,144 shares; 2024Q4: 23,130 shares; 2025Q1: 23,013 shares; 2025Q2: 21,221 shares; 2025Q3: 18,558 shares; 2025Q4: 18,991 shares; 2026Q1: 15,408 shares 15,408 $512K 0.06% -3,583 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: 4,055 shares; 2024Q4: 4,079 shares; 2025Q1: 3,344 shares; 2025Q2: 1,613 shares; 2025Q3: 1,461 shares; 2025Q4: 1,464 shares; 2026Q1: 1,173 shares 1,173 $507K 0.06% -291 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,651 shares; 2024Q4: 58,624 shares; 2025Q1: 98,733 shares; 2025Q2: 28,131 shares; 2025Q3: 26,168 shares; 2025Q4: 45,589 shares; 2026Q1: 44,867 shares 44,867 $498K 0.06% -722 Timeline AOR 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: 10,549 shares; 2024Q4: 10,175 shares; 2025Q1: 9,812 shares; 2025Q2: 9,888 shares; 2025Q3: 9,426 shares; 2025Q4: 8,490 shares; 2026Q1: 7,690 shares 7,690 $495K 0.06% -800 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: not reported; 2026Q1: 3,256 shares 3,256 $489K 0.06% 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: 1,716 shares; 2025Q4: 1,580 shares; 2026Q1: 1,889 shares 1,889 $473K 0.05% +309 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: 1,804 shares; 2024Q4: 1,804 shares; 2025Q1: 1,804 shares; 2025Q2: 1,804 shares; 2025Q3: 1,804 shares; 2025Q4: 1,804 shares; 2026Q1: 1,804 shares 1,804 $464K 0.05% 0 Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 4,596 shares; 2025Q1: 4,542 shares; 2025Q2: 3,669 shares; 2025Q3: 3,189 shares; 2025Q4: 3,255 shares; 2026Q1: 5,857 shares 5,857 $464K 0.05% +2,602 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: 4,935 shares; 2024Q4: 4,548 shares; 2025Q1: 3,815 shares; 2025Q2: 5,750 shares; 2025Q3: 5,396 shares; 2025Q4: 5,250 shares; 2026Q1: 4,809 shares 4,809 $463K 0.05% -441 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,886 shares; 2025Q1: not reported; 2025Q2: 757 shares; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 887 shares 887 $463K 0.05% +269 Timeline URA 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: 12,244 shares; 2024Q4: 18,340 shares; 2025Q1: 20,911 shares; 2025Q2: 15,709 shares; 2025Q3: 10,971 shares; 2025Q4: 11,226 shares; 2026Q1: 9,546 shares 9,546 $462K 0.05% -1,680 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: not reported; 2024Q4: not reported; 2025Q1: 803 shares; 2025Q2: 817 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 761 shares 761 $455K 0.05% +15 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: 5,201 shares; 2024Q4: 5,204 shares; 2025Q1: 4,547 shares; 2025Q2: 4,552 shares; 2025Q3: 4,436 shares; 2025Q4: 4,432 shares; 2026Q1: 4,615 shares 4,615 $454K 0.05% +183 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,237 shares; 2024Q4: 6,240 shares; 2025Q1: 7,209 shares; 2025Q2: 3,220 shares; 2025Q3: 1,554 shares; 2025Q4: 1,511 shares; 2026Q1: 1,245 shares 1,245 $452K 0.05% -266 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: 11,964 shares; 2024Q4: 12,144 shares; 2025Q1: 12,377 shares; 2025Q2: 13,994 shares; 2025Q3: 14,221 shares; 2025Q4: 13,709 shares; 2026Q1: 15,212 shares 15,212 $441K 0.05% +1,503 Timeline TCV EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,843 shares 15,843 $439K 0.05% new 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: 5,198 shares; 2024Q4: 5,308 shares; 2025Q1: 4,871 shares; 2025Q2: 6,024 shares; 2025Q3: 5,467 shares; 2025Q4: 5,629 shares; 2026Q1: 5,649 shares 5,649 $430K 0.05% +20 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: 3,730 shares; 2024Q4: 3,837 shares; 2025Q1: 3,482 shares; 2025Q2: 3,420 shares; 2025Q3: 3,321 shares; 2025Q4: 3,292 shares; 2026Q1: 3,240 shares 3,240 $425K 0.05% -52 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,699 shares; 2024Q4: 33,769 shares; 2025Q1: 33,765 shares; 2025Q2: 31,369 shares; 2025Q3: 31,402 shares; 2025Q4: 26,402 shares; 2026Q1: 26,385 shares 26,385 $419K 0.05% -17 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: 5,192 shares; 2024Q4: 5,303 shares; 2025Q1: 7,300 shares; 2025Q2: 4,706 shares; 2025Q3: 2,464 shares; 2025Q4: 2,352 shares; 2026Q1: 1,575 shares 1,575 $419K 0.05% -777 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: 1,647 shares; 2024Q4: 1,651 shares; 2025Q1: 1,674 shares; 2025Q2: 1,677 shares; 2025Q3: 1,687 shares; 2025Q4: 1,701 shares; 2026Q1: 1,770 shares 1,770 $407K 0.05% +69 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: 4,435 shares; 2024Q4: 9,277 shares; 2025Q1: 46,454 shares; 2025Q2: 49,254 shares; 2025Q3: 52,681 shares; 2025Q4: 54,340 shares; 2026Q1: 7,161 shares 7,161 $406K 0.05% -47,179 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: 1,798 shares; 2024Q4: 1,800 shares; 2025Q1: 1,814 shares; 2025Q2: 1,853 shares; 2025Q3: 1,815 shares; 2025Q4: 1,806 shares; 2026Q1: 1,828 shares 1,828 $396K 0.05% +22 Timeline HERO 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: 11,727 shares; 2024Q4: 30,230 shares; 2025Q1: 27,246 shares; 2025Q2: 18,179 shares; 2025Q3: 21,135 shares; 2025Q4: 21,812 shares; 2026Q1: 15,224 shares 15,224 $392K 0.04% -6,588 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,482 shares 7,482 $390K 0.04% new 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: 2,143 shares; 2024Q4: 2,175 shares; 2025Q1: 2,263 shares; 2025Q2: 3,301 shares; 2025Q3: 2,282 shares; 2025Q4: 2,318 shares; 2026Q1: 2,360 shares 2,360 $390K 0.04% +42 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,050 shares; 2025Q2: 2,144 shares; 2025Q3: 2,133 shares; 2025Q4: 2,143 shares; 2026Q1: 2,227 shares 2,227 $389K 0.04% +84 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: 1,661 shares; 2024Q4: 1,657 shares; 2025Q1: 1,646 shares; 2025Q2: 1,635 shares; 2025Q3: 1,483 shares; 2025Q4: 1,510 shares; 2026Q1: 1,985 shares 1,985 $376K 0.04% +475 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: 8,108 shares; 2024Q4: 8,160 shares; 2025Q1: 6,446 shares; 2025Q2: 7,580 shares; 2025Q3: 7,969 shares; 2025Q4: 8,099 shares; 2026Q1: 7,718 shares 7,718 $376K 0.04% -381 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: 5,763 shares; 2024Q4: 5,834 shares; 2025Q1: 2,815 shares; 2025Q2: 2,196 shares; 2025Q3: 1,365 shares; 2025Q4: 1,365 shares; 2026Q1: 1,054 shares 1,054 $371K 0.04% -311 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: 6,654 shares; 2024Q4: 6,654 shares; 2025Q1: 6,654 shares; 2025Q2: 6,439 shares; 2025Q3: 6,439 shares; 2025Q4: 6,586 shares; 2026Q1: 6,525 shares 6,525 $371K 0.04% -61 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,916 shares; 2024Q4: 4,078 shares; 2025Q1: 2,986 shares; 2025Q2: 2,901 shares; 2025Q3: 2,276 shares; 2025Q4: 2,293 shares; 2026Q1: 2,983 shares 2,983 $362K 0.04% +690 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: 393 shares; 2025Q2: 362 shares; 2025Q3: 372 shares; 2025Q4: 362 shares; 2026Q1: 375 shares 375 $361K 0.04% +13 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: 7,131 shares; 2024Q4: 7,283 shares; 2025Q1: 8,683 shares; 2025Q2: 3,470 shares; 2025Q3: 1,215 shares; 2025Q4: 1,240 shares; 2026Q1: 1,271 shares 1,271 $357K 0.04% +31 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: 7,724 shares; 2024Q4: 8,920 shares; 2025Q1: 7,039 shares; 2025Q2: 7,006 shares; 2025Q3: 7,076 shares; 2025Q4: 6,899 shares; 2026Q1: 6,899 shares 6,899 $352K 0.04% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED 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: not reported; 2026Q1: 4,616 shares 4,616 $352K 0.04% 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: 6,036 shares; 2025Q3: 4,533 shares; 2025Q4: 4,650 shares; 2026Q1: 4,804 shares 4,804 $349K 0.04% +154 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,457 shares; 2024Q4: 11,968 shares; 2025Q1: 3,648 shares; 2025Q2: 2,760 shares; 2025Q3: 2,382 shares; 2025Q4: 2,240 shares; 2026Q1: 2,031 shares 2,031 $346K 0.04% -209 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,717 shares; 2025Q3: 16,217 shares; 2025Q4: 13,643 shares; 2026Q1: 8,995 shares 8,995 $340K 0.04% -4,648 Timeline IBMR 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: 12,271 shares; 2025Q2: 12,871 shares; 2025Q3: 13,760 shares; 2025Q4: 12,790 shares; 2026Q1: 13,373 shares 13,373 $339K 0.04% +583 Timeline IBMQ 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: 12,474 shares; 2024Q4: 12,474 shares; 2025Q1: 12,474 shares; 2025Q2: 13,065 shares; 2025Q3: 13,065 shares; 2025Q4: 12,095 shares; 2026Q1: 12,764 shares 12,764 $326K 0.04% +669 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,280 shares; 2025Q3: 2,292 shares; 2025Q4: 2,269 shares; 2026Q1: 2,304 shares 2,304 $325K 0.04% +35 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,603 shares; 2024Q4: 6,607 shares; 2025Q1: 6,298 shares; 2025Q2: 4,814 shares; 2025Q3: 4,716 shares; 2025Q4: 4,737 shares; 2026Q1: 4,754 shares 4,754 $321K 0.04% +17 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,545 shares; 2024Q4: 11,775 shares; 2025Q1: 12,162 shares; 2025Q2: 10,100 shares; 2025Q3: 6,044 shares; 2025Q4: 6,189 shares; 2026Q1: 6,320 shares 6,320 $321K 0.04% +131 Timeline ASAN ASANA INC More: the full row for ASANA 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: 30,000 shares; 2026Q1: 50,133 shares 50,133 $321K 0.04% +20,133 Timeline XT 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: 116,965 shares; 2024Q4: 112,905 shares; 2025Q1: 15,847 shares; 2025Q2: 9,344 shares; 2025Q3: 5,933 shares; 2025Q4: 5,909 shares; 2026Q1: 4,647 shares 4,647 $317K 0.04% -1,262 Timeline CTA 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: not reported; 2024Q4: not reported; 2025Q1: 158,001 shares; 2025Q2: 162,917 shares; 2025Q3: 164,420 shares; 2025Q4: 164,745 shares; 2026Q1: 10,397 shares 10,397 $314K 0.04% -154,348 Timeline IBMP 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: 12,044 shares; 2024Q4: 12,044 shares; 2025Q1: 11,455 shares; 2025Q2: 12,042 shares; 2025Q3: 12,042 shares; 2025Q4: 11,070 shares; 2026Q1: 12,270 shares 12,270 $312K 0.04% +1,200 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,661 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,047 shares; 2026Q1: 4,047 shares 4,047 $312K 0.04% 0 Timeline IBMO 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: 15,815 shares; 2024Q4: 15,815 shares; 2025Q1: 15,807 shares; 2025Q2: 16,384 shares; 2025Q3: 16,384 shares; 2025Q4: 15,423 shares; 2026Q1: 12,028 shares 12,028 $308K 0.04% -3,395 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,302 shares 2,302 $304K 0.03% new Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,254 shares; 2025Q1: 262,723 shares; 2025Q2: 269,439 shares; 2025Q3: 343,872 shares; 2025Q4: 304,222 shares; 2026Q1: 7,784 shares 7,784 $303K 0.03% -296,438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 417 shares; 2025Q3: 506 shares; 2025Q4: 508 shares; 2026Q1: 532 shares 532 $300K 0.03% +24 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,386 shares; 2024Q4: 8,362 shares; 2025Q1: 7,845 shares; 2025Q2: 7,407 shares; 2025Q3: 6,953 shares; 2025Q4: 6,804 shares; 2026Q1: 6,283 shares 6,283 $298K 0.03% -521 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: 3,094 shares; 2025Q4: 2,621 shares; 2026Q1: 2,031 shares 2,031 $297K 0.03% -590 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,399 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $295K 0.03% 0 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: 1,230 shares; 2024Q4: 1,231 shares; 2025Q1: 1,233 shares; 2025Q2: 1,288 shares; 2025Q3: 1,238 shares; 2025Q4: 1,214 shares; 2026Q1: 1,347 shares 1,347 $295K 0.03% +133 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: 1,532 shares; 2024Q4: 1,544 shares; 2025Q1: 1,532 shares; 2025Q2: 1,532 shares; 2025Q3: 1,532 shares; 2025Q4: 1,532 shares; 2026Q1: 1,532 shares 1,532 $294K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,808 shares; 2025Q3: 1,001 shares; 2025Q4: 1,021 shares; 2026Q1: 1,030 shares 1,030 $292K 0.03% +9 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: 2,127 shares; 2024Q4: 2,129 shares; 2025Q1: 3,366 shares; 2025Q2: 3,374 shares; 2025Q3: 3,361 shares; 2025Q4: 3,382 shares; 2026Q1: 3,206 shares 3,206 $290K 0.03% -176 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares; 2025Q2: 4,583 shares; 2025Q3: 4,547 shares; 2025Q4: 4,553 shares; 2026Q1: 4,557 shares 4,557 $286K 0.03% +4 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,166 shares; 2025Q4: 25,606 shares; 2026Q1: 3,230 shares 3,230 $285K 0.03% -22,376 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: not reported; 2025Q1: not reported; 2025Q2: 18,651 shares; 2025Q3: 12,683 shares; 2025Q4: 10,712 shares; 2026Q1: 10,837 shares 10,837 $283K 0.03% +125 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: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,153 shares; 2025Q2: 2,415 shares; 2025Q3: 2,420 shares; 2025Q4: 2,108 shares; 2026Q1: 2,135 shares 2,135 $282K 0.03% +27 Timeline BUG 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: 23,129 shares; 2024Q4: 11,527 shares; 2025Q1: 11,088 shares; 2025Q2: 6,503 shares; 2025Q3: 6,446 shares; 2025Q4: 6,650 shares; 2026Q1: 11,148 shares 11,148 $280K 0.03% +4,498 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: not reported; 2024Q4: not reported; 2025Q1: 22,022 shares; 2025Q2: 20,203 shares; 2025Q3: 23,063 shares; 2025Q4: 23,776 shares; 2026Q1: 24,228 shares 24,228 $277K 0.03% +452 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: 112,719 shares; 2024Q4: 111,925 shares; 2025Q1: 97,493 shares; 2025Q2: 97,909 shares; 2025Q3: 11,573 shares; 2025Q4: 10,813 shares; 2026Q1: 3,527 shares 3,527 $277K 0.03% -7,286 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,951 shares; 2024Q4: 3,541 shares; 2025Q1: 3,609 shares; 2025Q2: 1,755 shares; 2025Q3: 1,749 shares; 2025Q4: 1,771 shares; 2026Q1: 1,830 shares 1,830 $276K 0.03% +59 Timeline IBMS 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: 8,055 shares; 2025Q2: 10,555 shares; 2025Q3: 10,617 shares; 2025Q4: 10,089 shares; 2026Q1: 10,582 shares 10,582 $273K 0.03% +493 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 867 shares; 2024Q4: 867 shares; 2025Q1: 867 shares; 2025Q2: 867 shares; 2025Q3: 867 shares; 2025Q4: 867 shares; 2026Q1: 867 shares 867 $271K 0.03% 0 Timeline INOD INNODATA INC More: the full row for INNODATA 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: 7,000 shares 7,000 $270K 0.03% new 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: 9,106 shares; 2024Q4: 4,028 shares; 2025Q1: 3,440 shares; 2025Q2: 2,778 shares; 2025Q3: 2,778 shares; 2025Q4: 2,778 shares; 2026Q1: 2,778 shares 2,778 $270K 0.03% 0 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: 2,700 shares; 2024Q4: 2,726 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,700 shares; 2026Q1: 2,759 shares 2,759 $268K 0.03% +59 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly 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: 6,627 shares; 2026Q1: 5,122 shares 5,122 $266K 0.03% -1,505 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,200 shares 2,200 $261K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: 5,394 shares; 2025Q2: 2,083 shares; 2025Q3: 2,083 shares; 2025Q4: 2,083 shares; 2026Q1: 2,088 shares 2,088 $260K 0.03% +5 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,574 shares; 2024Q4: 11,574 shares; 2025Q1: 11,574 shares; 2025Q2: 11,574 shares; 2025Q3: 11,574 shares; 2025Q4: 11,574 shares; 2026Q1: 11,574 shares 11,574 $258K 0.03% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,065 shares; 2025Q4: 4,156 shares; 2026Q1: 3,736 shares 3,736 $241K 0.03% -420 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: 3,464 shares; 2024Q4: 3,349 shares; 2025Q1: 3,388 shares; 2025Q2: 3,448 shares; 2025Q3: 3,095 shares; 2025Q4: 2,946 shares; 2026Q1: 2,317 shares 2,317 $238K 0.03% -629 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: 891 shares; 2024Q4: 893 shares; 2025Q1: 917 shares; 2025Q2: 935 shares; 2025Q3: 7,934 shares; 2025Q4: 951 shares; 2026Q1: 1,163 shares 1,163 $236K 0.03% +212 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,107 shares; 2025Q3: 4,107 shares; 2025Q4: 4,107 shares; 2026Q1: 4,107 shares 4,107 $234K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 830 shares 830 $232K 0.03% new Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,571 shares 4,571 $231K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,775 shares; 2025Q3: not reported; 2025Q4: 1,906 shares; 2026Q1: 2,027 shares 2,027 $230K 0.03% +121 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY 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: 431 shares; 2026Q1: 431 shares 431 $225K 0.03% 0 Timeline INCO 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: 3,889 shares; 2025Q1: 3,971 shares; 2025Q2: 3,179 shares; 2025Q3: 3,397 shares; 2025Q4: 3,499 shares; 2026Q1: 4,086 shares 4,086 $225K 0.03% +587 Timeline SIHY 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: 5,555 shares; 2024Q4: 7,035 shares; 2025Q1: 27,913 shares; 2025Q2: 31,864 shares; 2025Q3: 129,370 shares; 2025Q4: 47,578 shares; 2026Q1: 5,000 shares 5,000 $224K 0.03% -42,578 Timeline LMB LIMBACH HLDGS INC More: the full row for LIMBACH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,856 shares; 2024Q4: 2,856 shares; 2025Q1: 2,864 shares; 2025Q2: 2,856 shares; 2025Q3: 2,856 shares; 2025Q4: 2,857 shares; 2026Q1: 2,859 shares 2,859 $223K 0.03% +2 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $222K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,692 shares 1,692 $222K 0.03% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 46,806 shares; 2025Q3: 108,665 shares; 2025Q4: 88,934 shares; 2026Q1: 10,679 shares 10,679 $222K 0.03% -78,255 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,227 shares; 2025Q3: 1,227 shares; 2025Q4: 1,227 shares; 2026Q1: 1,227 shares 1,227 $221K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 563 shares; 2025Q4: not reported; 2026Q1: 615 shares 615 $220K 0.03% 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: 1,153 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,047 shares 1,047 $218K 0.02% new Timeline CLOU 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: 31,501 shares; 2024Q4: 11,786 shares; 2025Q1: 11,261 shares; 2025Q2: 10,852 shares; 2025Q3: 10,846 shares; 2025Q4: 10,846 shares; 2026Q1: 10,846 shares 10,846 $211K 0.02% 0 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: 2,755 shares; 2024Q4: 2,757 shares; 2025Q1: 2,661 shares; 2025Q2: 2,663 shares; 2025Q3: 2,663 shares; 2025Q4: 2,663 shares; 2026Q1: 2,663 shares 2,663 $211K 0.02% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,454 shares; 2025Q2: 1,387 shares; 2025Q3: 1,416 shares; 2025Q4: 1,394 shares; 2026Q1: 1,448 shares 1,448 $210K 0.02% +54 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES 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: 4,267 shares 4,267 $210K 0.02% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 872 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,262 shares; 2025Q3: 1,144 shares; 2025Q4: 1,068 shares; 2026Q1: 910 shares 910 $204K 0.02% -158 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 938 shares 938 $203K 0.02% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly 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: 1,000 shares 1,000 $203K 0.02% new Timeline DGIN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,021 shares; 2025Q1: 6,005 shares; 2025Q2: 4,857 shares; 2025Q3: 5,752 shares; 2025Q4: 5,899 shares; 2026Q1: 6,475 shares 6,475 $203K 0.02% +576 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 14,545 shares; 2026Q1: 1,924 shares 1,924 $202K 0.02% -12,621 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,566 shares; 2026Q1: 7,689 shares 7,689 $200K 0.02% +123 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,604 shares; 2024Q4: 16,604 shares; 2025Q1: 16,604 shares; 2025Q2: 16,604 shares; 2025Q3: 16,604 shares; 2025Q4: 16,604 shares; 2026Q1: 16,604 shares 16,604 $191K 0.02% 0 Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 20,000 shares; 2025Q1: 20,261 shares; 2025Q2: 20,260 shares; 2025Q3: 20,260 shares; 2025Q4: 20,248 shares; 2026Q1: 20,305 shares 20,305 $173K 0.02% +57 Timeline BOIL PROSHARES TR II More: the full row for PROSHARES 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: 8,840 shares; 2026Q1: 10,159 shares 10,159 $164K 0.02% +1,319 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR 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: 10,084 shares 10,084 $88.4K 0.01% new Timeline SERV SERVE ROBOTICS INC More: the full row for SERVE ROBOTICS 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: 10,200 shares 10,200 $86.1K 0.01% new Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 10,004 shares 10,004 $68.7K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT 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: 73,936 shares; 2025Q3: 105,949 shares; 2025Q4: 106,604 shares; 2026Q1: 10,210 shares 10,210 $67.1K 0.01% -96,394 Timeline