SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928,842 shares; 2024Q4: 1,085,708 shares; 2025Q1: 1,101,991 shares; 2025Q2: 1,137,370 shares; 2025Q3: 1,204,551 shares; 2025Q4: 1,335,148 shares; 2026Q1: 1,362,580 shares 1,362,580 $34.9M 18.93% +27,432 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: 273,016 shares; 2024Q4: 285,534 shares; 2025Q1: 285,815 shares; 2025Q2: 273,979 shares; 2025Q3: 265,834 shares; 2025Q4: 261,908 shares; 2026Q1: 259,409 shares 259,409 $25.2M 13.66% -2,499 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: 275,204 shares; 2024Q4: 271,298 shares; 2025Q1: 273,147 shares; 2025Q2: 290,740 shares; 2025Q3: 289,128 shares; 2025Q4: 290,173 shares; 2026Q1: 286,492 shares 286,492 $21.9M 11.89% -3,681 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 115,428 shares; 2024Q4: 129,369 shares; 2025Q1: 133,686 shares; 2025Q2: 134,752 shares; 2025Q3: 140,530 shares; 2025Q4: 147,301 shares; 2026Q1: 144,959 shares 144,959 $13.5M 7.33% -2,342 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: 16,835 shares; 2024Q4: 15,940 shares; 2025Q1: 15,843 shares; 2025Q2: 16,029 shares; 2025Q3: 15,550 shares; 2025Q4: 15,057 shares; 2026Q1: 15,052 shares 15,052 $9.83M 5.33% -5 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,549 shares; 2025Q3: 73,089 shares; 2025Q4: 195,019 shares; 2026Q1: 303,552 shares 303,552 $9.13M 4.95% +108,533 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 169,298 shares; 2025Q3: 352,979 shares; 2025Q4: 369,153 shares; 2026Q1: 380,894 shares 380,894 $8.46M 4.59% +11,741 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,661 shares; 2024Q4: 71,552 shares; 2025Q1: 70,908 shares; 2025Q2: 69,431 shares; 2025Q3: 69,801 shares; 2025Q4: 70,374 shares; 2026Q1: 69,056 shares 69,056 $8.02M 4.35% -1,318 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,785 shares; 2024Q4: 46,977 shares; 2025Q1: 46,327 shares; 2025Q2: 45,510 shares; 2025Q3: 43,274 shares; 2025Q4: 33,166 shares; 2026Q1: 33,061 shares 33,061 $7.23M 3.92% -105 Timeline SGOV ISHARES 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: 58,829 shares; 2025Q3: 65,230 shares; 2025Q4: 60,824 shares; 2026Q1: 66,639 shares 66,639 $6.71M 3.64% +5,815 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,897 shares; 2024Q4: 81,066 shares; 2025Q1: 80,516 shares; 2025Q2: 82,650 shares; 2025Q3: 87,862 shares; 2025Q4: 91,242 shares; 2026Q1: 95,660 shares 95,660 $6.41M 3.48% +4,418 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: not reported; 2024Q4: 13,510 shares; 2025Q1: 15,918 shares; 2025Q2: 16,388 shares; 2025Q3: 19,285 shares; 2025Q4: 20,531 shares; 2026Q1: 31,736 shares 31,736 $6.23M 3.38% +11,205 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,805 shares; 2024Q4: 65,485 shares; 2025Q1: 65,999 shares; 2025Q2: 64,266 shares; 2025Q3: 67,788 shares; 2025Q4: 50,676 shares; 2026Q1: 54,258 shares 54,258 $5.39M 2.92% +3,582 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: 4,764 shares; 2024Q4: 4,642 shares; 2025Q1: 4,616 shares; 2025Q2: 4,796 shares; 2025Q3: 4,268 shares; 2025Q4: 4,105 shares; 2026Q1: 3,975 shares 3,975 $2.38M 1.29% -130 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,386 shares; 2024Q4: 18,744 shares; 2025Q1: 19,285 shares; 2025Q2: 20,620 shares; 2025Q3: 20,483 shares; 2025Q4: 20,137 shares; 2026Q1: 19,585 shares 19,585 $2.13M 1.16% -552 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,853 shares; 2024Q4: 34,445 shares; 2025Q1: 34,293 shares; 2025Q2: 34,373 shares; 2025Q3: 34,650 shares; 2025Q4: 34,526 shares; 2026Q1: 32,873 shares 32,873 $1.88M 1.02% -1,653 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,996 shares; 2026Q1: 52,717 shares 52,717 $1.77M 0.96% +14,721 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,573 shares; 2024Q4: 6,557 shares; 2025Q1: 5,711 shares; 2025Q2: 5,711 shares; 2025Q3: 5,847 shares; 2025Q4: 6,246 shares; 2026Q1: 6,286 shares 6,286 $1.41M 0.77% +40 Timeline FLQL 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: 21,056 shares; 2024Q4: 20,109 shares; 2025Q1: 20,049 shares; 2025Q2: 20,836 shares; 2025Q3: 19,706 shares; 2025Q4: 19,563 shares; 2026Q1: 19,550 shares 19,550 $1.32M 0.72% -13 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: 36,358 shares; 2024Q4: 27,146 shares; 2025Q1: 33,892 shares; 2025Q2: 22,556 shares; 2025Q3: 15,130 shares; 2025Q4: 10,204 shares; 2026Q1: 9,544 shares 9,544 $1.05M 0.57% -660 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: 2,649 shares; 2024Q4: 2,663 shares; 2025Q1: 2,677 shares; 2025Q2: 2,691 shares; 2025Q3: 2,703 shares; 2025Q4: 2,713 shares; 2026Q1: 2,667 shares 2,667 $829K 0.45% -46 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: 3,452 shares; 2024Q4: 3,303 shares; 2025Q1: 3,205 shares; 2025Q2: 3,117 shares; 2025Q3: 3,117 shares; 2025Q4: 3,001 shares; 2026Q1: 2,870 shares 2,870 $728K 0.39% -131 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: not reported; 2024Q4: 4,650 shares; 2025Q1: 4,965 shares; 2025Q2: 3,779 shares; 2025Q3: 3,571 shares; 2025Q4: 3,397 shares; 2026Q1: 3,766 shares 3,766 $723K 0.39% +369 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: 10,477 shares; 2024Q4: 8,418 shares; 2025Q1: 8,418 shares; 2025Q2: 6,283 shares; 2025Q3: 6,283 shares; 2025Q4: 6,283 shares; 2026Q1: 6,283 shares 6,283 $667K 0.36% 0 Timeline PPTA PERPETUA RESOURCES CORP More: the full row for PERPETUA RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,909 shares; 2024Q4: 48,283 shares; 2025Q1: 47,283 shares; 2025Q2: 47,678 shares; 2025Q3: 48,090 shares; 2025Q4: 23,358 shares; 2026Q1: 23,517 shares 23,517 $661K 0.36% +159 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: 7,500 shares; 2024Q4: 7,500 shares; 2025Q1: 7,500 shares; 2025Q2: 7,500 shares; 2025Q3: 7,500 shares; 2025Q4: 7,500 shares; 2026Q1: 7,500 shares 7,500 $661K 0.36% 0 Timeline SPBO SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,168 shares; 2026Q1: 13,785 shares 13,785 $400K 0.22% +617 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,924 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 2,410 shares 2,410 $399K 0.22% +815 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: 977 shares; 2024Q4: 817 shares; 2025Q1: 765 shares; 2025Q2: 776 shares; 2025Q3: 757 shares; 2025Q4: 716 shares; 2026Q1: 688 shares 688 $397K 0.22% -28 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: 1,558 shares; 2024Q4: 1,588 shares; 2025Q1: 1,513 shares; 2025Q2: 1,513 shares; 2025Q3: 1,513 shares; 2025Q4: 1,453 shares; 2026Q1: 1,374 shares 1,374 $394K 0.21% -79 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,653 shares; 2025Q4: 1,615 shares; 2026Q1: 1,615 shares 1,615 $345K 0.19% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,439 shares; 2025Q3: 3,094 shares; 2025Q4: 2,566 shares; 2026Q1: 2,712 shares 2,712 $322K 0.17% +146 Timeline EZU 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: 5,315 shares; 2024Q4: 5,669 shares; 2025Q1: 5,669 shares; 2025Q2: 5,296 shares; 2025Q3: 5,296 shares; 2025Q4: 5,109 shares; 2026Q1: 5,109 shares 5,109 $320K 0.17% 0 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: 1,296 shares; 2024Q4: 1,072 shares; 2025Q1: not reported; 2025Q2: 1,072 shares; 2025Q3: 1,017 shares; 2025Q4: 974 shares; 2026Q1: 974 shares 974 $301K 0.16% 0 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: not reported; 2025Q3: not reported; 2025Q4: 1,022 shares; 2026Q1: 806 shares 806 $272K 0.15% -216 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: 11,224 shares; 2024Q4: 6,263 shares; 2025Q1: 4,614 shares; 2025Q2: 4,185 shares; 2025Q3: 3,113 shares; 2025Q4: 3,058 shares; 2026Q1: 2,981 shares 2,981 $244K 0.13% -77 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,706 shares; 2024Q4: 2,668 shares; 2025Q1: 2,669 shares; 2025Q2: 2,391 shares; 2025Q3: 2,177 shares; 2025Q4: 1,796 shares; 2026Q1: 1,709 shares 1,709 $244K 0.13% -87 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 4,182 shares; 2025Q1: 3,496 shares; 2025Q2: 3,578 shares; 2025Q3: 3,578 shares; 2025Q4: 2,847 shares; 2026Q1: 2,396 shares 2,396 $241K 0.13% -451 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: 638 shares; 2024Q4: 658 shares; 2025Q1: 612 shares; 2025Q2: 574 shares; 2025Q3: 574 shares; 2025Q4: 574 shares; 2026Q1: 649 shares 649 $240K 0.13% +75 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: 5,954 shares; 2024Q4: 5,875 shares; 2025Q1: not reported; 2025Q2: 4,586 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares 4,520 $235K 0.13% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,690 shares; 2024Q4: 32,047 shares; 2025Q1: 32,096 shares; 2025Q2: 22,728 shares; 2025Q3: 6,358 shares; 2025Q4: 3,903 shares; 2026Q1: 3,812 shares 3,812 $235K 0.13% -91 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: 311 shares; 2024Q4: 246 shares; 2025Q1: 246 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $226K 0.12% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,215 shares; 2025Q1: not reported; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,113 shares; 2026Q1: 1,096 shares 1,096 $218K 0.12% -17 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,065 shares 1,065 $211K 0.11% new Timeline DAIC CID HOLDCO INC More: the full row for CID HOLDCO 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: 39,705 shares; 2026Q1: 49,705 shares 49,705 $8.54K <0.01% +10,000 Timeline DAICW CID HOLDCO INC More: the full row for CID HOLDCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,100 shares; 2026Q1: 20,100 shares 20,100 $533 <0.01% 0 Timeline