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: 440,131 shares; 2024Q4: 535,736 shares; 2025Q1: 583,935 shares; 2025Q2: 624,720 shares; 2025Q3: 598,429 shares; 2025Q4: 627,909 shares; 2026Q1: 661,906 shares 661,906 $432M 12.31% +33,997 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: 861,225 shares; 2024Q4: 1,224,131 shares; 2025Q1: 1,541,432 shares; 2025Q2: 1,483,454 shares; 2025Q3: 1,527,300 shares; 2025Q4: 1,620,708 shares; 2026Q1: 1,739,529 shares 1,739,529 $378M 10.76% +118,821 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,869,906 shares; 2024Q4: 3,266,064 shares; 2025Q1: 3,527,185 shares; 2025Q2: 3,576,178 shares; 2025Q3: 3,600,340 shares; 2025Q4: 3,582,196 shares; 2026Q1: 3,683,055 shares 3,683,055 $377M 10.73% +100,859 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,413,437 shares; 2024Q4: 2,426,540 shares; 2025Q1: 2,449,396 shares; 2025Q2: 2,415,137 shares; 2025Q3: 2,419,677 shares; 2025Q4: 2,406,100 shares; 2026Q1: 2,438,432 shares 2,438,432 $291M 8.3% +32,332 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: 5,193,824 shares; 2024Q4: 5,170,364 shares; 2025Q1: 5,235,595 shares; 2025Q2: 4,813,806 shares; 2025Q3: 4,124,235 shares; 2025Q4: 4,304,051 shares; 2026Q1: 4,233,953 shares 4,233,953 $211M 6.02% -70,098 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: 968,782 shares; 2024Q4: 951,430 shares; 2025Q1: 954,913 shares; 2025Q2: 964,064 shares; 2025Q3: 968,533 shares; 2025Q4: 954,027 shares; 2026Q1: 955,149 shares 955,149 $205M 5.85% +1,122 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: 153,207 shares; 2024Q4: 151,599 shares; 2025Q1: 155,377 shares; 2025Q2: 157,684 shares; 2025Q3: 157,178 shares; 2025Q4: 180,170 shares; 2026Q1: 181,129 shares 181,129 $108M 3.08% +959 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553,753 shares; 2024Q4: 596,334 shares; 2025Q1: 699,254 shares; 2025Q2: 771,658 shares; 2025Q3: 839,172 shares; 2025Q4: 915,576 shares; 2026Q1: 986,758 shares 986,758 $89.3M 2.54% +71,182 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176,253 shares; 2024Q4: 1,185,995 shares; 2025Q1: 1,135,549 shares; 2025Q2: 1,128,310 shares; 2025Q3: 1,117,343 shares; 2025Q4: 1,090,928 shares; 2026Q1: 1,069,553 shares 1,069,553 $79.5M 2.26% -21,375 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: 982,853 shares; 2024Q4: 1,000,894 shares; 2025Q1: 1,010,377 shares; 2025Q2: 1,011,769 shares; 2025Q3: 1,019,936 shares; 2025Q4: 1,052,887 shares; 2026Q1: 1,072,353 shares 1,072,353 $74.8M 2.13% +19,466 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: 304,551 shares; 2024Q4: 300,142 shares; 2025Q1: 344,493 shares; 2025Q2: 300,315 shares; 2025Q3: 292,895 shares; 2025Q4: 283,200 shares; 2026Q1: 271,654 shares 271,654 $68.9M 1.96% -11,546 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,864 shares; 2024Q4: 68,926 shares; 2025Q1: 71,605 shares; 2025Q2: 112,672 shares; 2025Q3: 112,068 shares; 2025Q4: 114,328 shares; 2026Q1: 112,708 shares 112,708 $40.2M 1.14% -1,620 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: 501,386 shares; 2024Q4: 492,861 shares; 2025Q1: 503,280 shares; 2025Q2: 530,152 shares; 2025Q3: 544,740 shares; 2025Q4: 526,032 shares; 2026Q1: 540,891 shares 540,891 $39.8M 1.13% +14,859 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: 60,452 shares; 2024Q4: 60,869 shares; 2025Q1: 60,356 shares; 2025Q2: 61,012 shares; 2025Q3: 60,429 shares; 2025Q4: 59,832 shares; 2026Q1: 59,098 shares 59,098 $38.4M 1.09% -734 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: 64,878 shares; 2024Q4: 65,476 shares; 2025Q1: 64,299 shares; 2025Q2: 62,782 shares; 2025Q3: 61,401 shares; 2025Q4: 68,717 shares; 2026Q1: 74,018 shares 74,018 $35.5M 1.01% +5,301 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 698,286 shares; 2024Q4: 695,892 shares; 2025Q1: 702,495 shares; 2025Q2: 720,613 shares; 2025Q3: 725,093 shares; 2025Q4: 718,099 shares; 2026Q1: 708,215 shares 708,215 $34.3M 0.98% -9,884 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,050 shares; 2024Q4: 416,563 shares; 2025Q1: 393,597 shares; 2025Q2: 479,364 shares; 2025Q3: 547,715 shares; 2025Q4: 735,702 shares; 2026Q1: 749,629 shares 749,629 $34.2M 0.97% +13,927 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: 444,445 shares; 2024Q4: 426,881 shares; 2025Q1: 463,928 shares; 2025Q2: 452,195 shares; 2025Q3: 465,643 shares; 2025Q4: 481,329 shares; 2026Q1: 509,424 shares 509,424 $32.8M 0.93% +28,095 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,233 shares; 2024Q4: 32,828 shares; 2025Q1: 32,252 shares; 2025Q2: 340,934 shares; 2025Q3: 333,294 shares; 2025Q4: 311,630 shares; 2026Q1: 306,744 shares 306,744 $31.2M 0.89% -4,886 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: 187,824 shares; 2024Q4: 166,621 shares; 2025Q1: 172,436 shares; 2025Q2: 340,459 shares; 2025Q3: 338,053 shares; 2025Q4: 302,809 shares; 2026Q1: 288,891 shares 288,891 $30.7M 0.87% -13,918 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: 91,543 shares; 2024Q4: 91,088 shares; 2025Q1: 92,267 shares; 2025Q2: 95,846 shares; 2025Q3: 95,606 shares; 2025Q4: 94,392 shares; 2026Q1: 94,327 shares 94,327 $30.3M 0.86% -65 Timeline CRBN 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: 99,840 shares; 2024Q4: 105,698 shares; 2025Q1: 113,201 shares; 2025Q2: 113,526 shares; 2025Q3: 114,664 shares; 2025Q4: 116,572 shares; 2026Q1: 119,285 shares 119,285 $26.6M 0.76% +2,713 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324,521 shares; 2024Q4: 321,872 shares; 2025Q1: 324,744 shares; 2025Q2: 327,792 shares; 2025Q3: 328,250 shares; 2025Q4: 333,057 shares; 2026Q1: 332,975 shares 332,975 $25M 0.71% -82 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 735,212 shares; 2024Q4: 735,212 shares; 2025Q1: 745,315 shares; 2025Q2: 745,315 shares; 2025Q3: 736,908 shares; 2025Q4: 727,702 shares; 2026Q1: 727,702 shares 727,702 $24.7M 0.7% 0 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: 47,753 shares; 2024Q4: 57,498 shares; 2025Q1: 74,582 shares; 2025Q2: 70,004 shares; 2025Q3: 75,267 shares; 2025Q4: 81,513 shares; 2026Q1: 88,362 shares 88,362 $23.1M 0.66% +6,849 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: 110,846 shares; 2024Q4: 126,032 shares; 2025Q1: 126,376 shares; 2025Q2: 285,460 shares; 2025Q3: 163,669 shares; 2025Q4: 193,384 shares; 2026Q1: 224,361 shares 224,361 $22.3M 0.63% +30,977 Timeline FNDE 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: 708,816 shares; 2024Q4: 665,865 shares; 2025Q1: 654,821 shares; 2025Q2: 636,111 shares; 2025Q3: 624,096 shares; 2025Q4: 542,249 shares; 2026Q1: 544,893 shares 544,893 $20.8M 0.59% +2,644 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,486 shares; 2024Q4: 7,486 shares; 2025Q1: 7,486 shares; 2025Q2: 347,452 shares; 2025Q3: 367,049 shares; 2025Q4: 400,076 shares; 2026Q1: 428,736 shares 428,736 $20.5M 0.59% +28,660 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: 79,369 shares; 2024Q4: 80,473 shares; 2025Q1: 80,187 shares; 2025Q2: 75,264 shares; 2025Q3: 73,891 shares; 2025Q4: 72,282 shares; 2026Q1: 68,333 shares 68,333 $19.7M 0.56% -3,949 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: 89,243 shares; 2024Q4: 88,963 shares; 2025Q1: 87,859 shares; 2025Q2: 104,063 shares; 2025Q3: 102,384 shares; 2025Q4: 100,607 shares; 2026Q1: 99,384 shares 99,384 $19.5M 0.56% -1,223 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466,304 shares; 2024Q4: 451,802 shares; 2025Q1: 439,762 shares; 2025Q2: 422,475 shares; 2025Q3: 419,980 shares; 2025Q4: 412,426 shares; 2026Q1: 385,140 shares 385,140 $19.1M 0.55% -27,286 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: 45,728 shares; 2024Q4: 46,814 shares; 2025Q1: 47,001 shares; 2025Q2: 46,947 shares; 2025Q3: 44,994 shares; 2025Q4: 48,086 shares; 2026Q1: 42,289 shares 42,289 $15.7M 0.45% -5,797 Timeline PWRD TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,350 shares; 2024Q4: 131,487 shares; 2025Q1: 138,595 shares; 2025Q2: 141,515 shares; 2025Q3: 142,783 shares; 2025Q4: 147,079 shares; 2026Q1: 160,006 shares 160,006 $15.6M 0.45% +12,927 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: 145,183 shares; 2024Q4: 148,964 shares; 2025Q1: 145,755 shares; 2025Q2: 134,618 shares; 2025Q3: 137,470 shares; 2025Q4: 238,514 shares; 2026Q1: 241,032 shares 241,032 $15.4M 0.44% +2,518 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,282 shares; 2024Q4: 85,846 shares; 2025Q1: 85,862 shares; 2025Q2: 84,961 shares; 2025Q3: 84,672 shares; 2025Q4: 82,415 shares; 2026Q1: 79,883 shares 79,883 $15.1M 0.43% -2,532 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: 279,046 shares; 2024Q4: 279,046 shares; 2025Q1: 279,046 shares; 2025Q2: 279,046 shares; 2025Q3: 280,560 shares; 2025Q4: 282,431 shares; 2026Q1: 281,444 shares 281,444 $13.9M 0.4% -987 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: 46,772 shares; 2024Q4: 46,842 shares; 2025Q1: 46,862 shares; 2025Q2: 46,458 shares; 2025Q3: 46,242 shares; 2025Q4: 54,428 shares; 2026Q1: 55,730 shares 55,730 $13.8M 0.39% +1,302 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,378 shares; 2024Q4: 108,330 shares; 2025Q1: 112,541 shares; 2025Q2: 111,774 shares; 2025Q3: 106,313 shares; 2025Q4: 93,262 shares; 2026Q1: 92,943 shares 92,943 $13.6M 0.39% -319 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: 199,190 shares; 2024Q4: 221,211 shares; 2025Q1: 236,233 shares; 2025Q2: 248,098 shares; 2025Q3: 252,229 shares; 2025Q4: 257,403 shares; 2026Q1: 267,783 shares 267,783 $13.1M 0.37% +10,380 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: 282,026 shares; 2024Q4: 282,036 shares; 2025Q1: 314,110 shares; 2025Q2: 324,443 shares; 2025Q3: 320,167 shares; 2025Q4: 320,175 shares; 2026Q1: 320,184 shares 320,184 $12.4M 0.35% +9 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171,748 shares; 2024Q4: 173,061 shares; 2025Q1: 190,141 shares; 2025Q2: 193,868 shares; 2025Q3: 191,941 shares; 2025Q4: 191,240 shares; 2026Q1: 188,313 shares 188,313 $11.8M 0.33% -2,927 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,215 shares; 2024Q4: 212,506 shares; 2025Q1: 209,047 shares; 2025Q2: 204,352 shares; 2025Q3: 202,427 shares; 2025Q4: 205,214 shares; 2026Q1: 205,792 shares 205,792 $10.9M 0.31% +578 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: 43,579 shares; 2024Q4: 44,219 shares; 2025Q1: 43,632 shares; 2025Q2: 43,492 shares; 2025Q3: 42,302 shares; 2025Q4: 41,020 shares; 2026Q1: 37,599 shares 37,599 $10.8M 0.31% -3,421 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,493 shares; 2024Q4: 84,135 shares; 2025Q1: 93,543 shares; 2025Q2: 102,247 shares; 2025Q3: 105,559 shares; 2025Q4: 130,776 shares; 2026Q1: 132,031 shares 132,031 $10.1M 0.29% +1,255 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 102,726 shares; 2026Q1: 110,712 shares 110,712 $9.25M 0.26% +7,986 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,706 shares; 2024Q4: 64,652 shares; 2025Q1: 67,878 shares; 2025Q2: 66,227 shares; 2025Q3: 58,825 shares; 2025Q4: 137,803 shares; 2026Q1: 135,119 shares 135,119 $9.12M 0.26% -2,684 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: 21,463 shares; 2024Q4: 21,427 shares; 2025Q1: 20,574 shares; 2025Q2: 12,891 shares; 2025Q3: 13,148 shares; 2025Q4: 13,289 shares; 2026Q1: 12,854 shares 12,854 $8.97M 0.26% -435 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,339 shares; 2024Q4: 41,366 shares; 2025Q1: 40,224 shares; 2025Q2: 65,224 shares; 2025Q3: 90,157 shares; 2025Q4: 88,889 shares; 2026Q1: 93,715 shares 93,715 $8.37M 0.24% +4,826 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: 47,530 shares; 2024Q4: 54,843 shares; 2025Q1: 55,770 shares; 2025Q2: 99,808 shares; 2025Q3: 49,197 shares; 2025Q4: 83,671 shares; 2026Q1: 85,649 shares 85,649 $8.32M 0.24% +1,978 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: 21,958 shares; 2024Q4: 23,476 shares; 2025Q1: 25,808 shares; 2025Q2: 25,838 shares; 2025Q3: 24,542 shares; 2025Q4: 49,856 shares; 2026Q1: 47,584 shares 47,584 $8.3M 0.24% -2,272 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: 114,218 shares; 2024Q4: 113,748 shares; 2025Q1: 112,988 shares; 2025Q2: 112,693 shares; 2025Q3: 117,061 shares; 2025Q4: 115,482 shares; 2026Q1: 114,934 shares 114,934 $8.18M 0.23% -548 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: 102,679 shares; 2024Q4: 110,423 shares; 2025Q1: 108,327 shares; 2025Q2: 108,842 shares; 2025Q3: 110,935 shares; 2025Q4: 140,133 shares; 2026Q1: 150,691 shares 150,691 $8.14M 0.23% +10,558 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: 24,949 shares; 2024Q4: 26,687 shares; 2025Q1: 33,818 shares; 2025Q2: 48,781 shares; 2025Q3: 51,365 shares; 2025Q4: 64,366 shares; 2026Q1: 64,541 shares 64,541 $8.02M 0.23% +175 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: 34,723 shares; 2024Q4: 33,800 shares; 2025Q1: 33,800 shares; 2025Q2: 35,820 shares; 2025Q3: 36,909 shares; 2025Q4: 36,641 shares; 2026Q1: 36,521 shares 36,521 $7.8M 0.22% -120 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,321 shares; 2024Q4: 104,673 shares; 2025Q1: 92,854 shares; 2025Q2: 86,569 shares; 2025Q3: 85,448 shares; 2025Q4: 83,206 shares; 2026Q1: 83,101 shares 83,101 $7.71M 0.22% -105 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: 25,216 shares; 2024Q4: 27,255 shares; 2025Q1: 26,253 shares; 2025Q2: 24,330 shares; 2025Q3: 23,028 shares; 2025Q4: 24,769 shares; 2026Q1: 25,424 shares 25,424 $7.48M 0.21% +655 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,056 shares; 2024Q4: 28,229 shares; 2025Q1: 27,961 shares; 2025Q2: 25,520 shares; 2025Q3: 25,466 shares; 2025Q4: 24,515 shares; 2026Q1: 19,857 shares 19,857 $7.36M 0.21% -4,658 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,128 shares; 2024Q4: 40,191 shares; 2025Q1: 40,191 shares; 2025Q2: 40,191 shares; 2025Q3: 40,191 shares; 2025Q4: 72,300 shares; 2026Q1: 72,300 shares 72,300 $6.78M 0.19% 0 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,532 shares; 2024Q4: 183,058 shares; 2025Q1: 206,742 shares; 2025Q2: 153,062 shares; 2025Q3: 163,708 shares; 2025Q4: 176,091 shares; 2026Q1: 196,822 shares 196,822 $6.72M 0.19% +20,731 Timeline DSI 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: 6,238 shares; 2024Q4: 13,494 shares; 2025Q1: 13,494 shares; 2025Q2: 13,494 shares; 2025Q3: 13,494 shares; 2025Q4: 54,846 shares; 2026Q1: 54,846 shares 54,846 $6.65M 0.19% 0 Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,759 shares; 2024Q4: 106,537 shares; 2025Q1: 125,647 shares; 2025Q2: 131,679 shares; 2025Q3: 141,658 shares; 2025Q4: 151,667 shares; 2026Q1: 170,215 shares 170,215 $6.19M 0.18% +18,548 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: 29,863 shares; 2024Q4: 31,572 shares; 2025Q1: 30,691 shares; 2025Q2: 30,122 shares; 2025Q3: 31,738 shares; 2025Q4: 33,552 shares; 2026Q1: 28,726 shares 28,726 $5.98M 0.17% -4,826 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 23,325 shares; 2025Q1: 23,425 shares; 2025Q2: 37,939 shares; 2025Q3: 37,939 shares; 2025Q4: 40,235 shares; 2026Q1: 40,235 shares 40,235 $5.73M 0.16% 0 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: 24,124 shares; 2024Q4: 24,114 shares; 2025Q1: 25,986 shares; 2025Q2: 25,610 shares; 2025Q3: 25,531 shares; 2025Q4: 26,156 shares; 2026Q1: 32,913 shares 32,913 $5.58M 0.16% +6,757 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,868 shares; 2025Q1: 6,868 shares; 2025Q2: 6,868 shares; 2025Q3: 6,868 shares; 2025Q4: 42,007 shares; 2026Q1: 42,007 shares 42,007 $5.55M 0.16% 0 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: 12,053 shares; 2024Q4: 11,337 shares; 2025Q1: 11,442 shares; 2025Q2: 11,069 shares; 2025Q3: 10,627 shares; 2025Q4: 11,224 shares; 2026Q1: 9,533 shares 9,533 $5.45M 0.16% -1,691 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: 14,334 shares; 2024Q4: 13,104 shares; 2025Q1: 11,951 shares; 2025Q2: 11,951 shares; 2025Q3: 12,773 shares; 2025Q4: 12,917 shares; 2026Q1: 12,334 shares 12,334 $5.39M 0.15% -583 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,390 shares; 2024Q4: 127,921 shares; 2025Q1: 86,685 shares; 2025Q2: 78,711 shares; 2025Q3: 76,881 shares; 2025Q4: 65,678 shares; 2026Q1: 55,857 shares 55,857 $5.1M 0.15% -9,821 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: 23,211 shares; 2024Q4: 22,360 shares; 2025Q1: 20,992 shares; 2025Q2: 20,226 shares; 2025Q3: 19,296 shares; 2025Q4: 19,866 shares; 2026Q1: 20,620 shares 20,620 $5.04M 0.14% +754 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,662 shares; 2024Q4: 254,914 shares; 2025Q1: 231,762 shares; 2025Q2: 230,410 shares; 2025Q3: 229,919 shares; 2025Q4: 227,400 shares; 2026Q1: 194,382 shares 194,382 $4.98M 0.14% -33,018 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: 5,242 shares; 2024Q4: 5,034 shares; 2025Q1: 5,893 shares; 2025Q2: 7,219 shares; 2025Q3: 7,212 shares; 2025Q4: 7,927 shares; 2026Q1: 8,227 shares 8,227 $4.75M 0.14% +300 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,744 shares; 2024Q4: 29,744 shares; 2025Q1: 29,744 shares; 2025Q2: 29,744 shares; 2025Q3: 29,744 shares; 2025Q4: 29,744 shares; 2026Q1: 29,744 shares 29,744 $4.71M 0.13% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,708 shares; 2024Q4: 30,756 shares; 2025Q1: 28,352 shares; 2025Q2: 28,359 shares; 2025Q3: 27,892 shares; 2025Q4: 28,082 shares; 2026Q1: 28,340 shares 28,340 $4.58M 0.13% +258 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,812 shares; 2024Q4: 10,823 shares; 2025Q1: 13,624 shares; 2025Q2: 13,337 shares; 2025Q3: 14,680 shares; 2025Q4: 14,444 shares; 2026Q1: 14,448 shares 14,448 $4.32M 0.12% +4 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,787 shares; 2024Q4: 27,787 shares; 2025Q1: 27,787 shares; 2025Q2: 27,787 shares; 2025Q3: 27,787 shares; 2025Q4: 27,787 shares; 2026Q1: 27,787 shares 27,787 $4.31M 0.12% 0 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,962 shares; 2024Q4: 35,190 shares; 2025Q1: 47,845 shares; 2025Q2: 62,926 shares; 2025Q3: 86,913 shares; 2025Q4: 88,711 shares; 2026Q1: 85,605 shares 85,605 $4.26M 0.12% -3,106 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: 30,566 shares; 2024Q4: 33,076 shares; 2025Q1: 32,287 shares; 2025Q2: 32,524 shares; 2025Q3: 31,364 shares; 2025Q4: 31,461 shares; 2026Q1: 29,094 shares 29,094 $4.2M 0.12% -2,367 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,214 shares; 2024Q4: 33,214 shares; 2025Q1: 33,249 shares; 2025Q2: 29,934 shares; 2025Q3: 28,892 shares; 2025Q4: 27,025 shares; 2026Q1: 26,688 shares 26,688 $4.2M 0.12% -337 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 81,710 shares; 2025Q3: 82,608 shares; 2025Q4: 81,710 shares; 2026Q1: 81,999 shares 81,999 $4.1M 0.12% +289 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: 22,338 shares; 2024Q4: 21,296 shares; 2025Q1: 20,835 shares; 2025Q2: 18,223 shares; 2025Q3: 15,650 shares; 2025Q4: 17,996 shares; 2026Q1: 20,936 shares 20,936 $4.02M 0.11% +2,940 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 130,604 shares; 2026Q1: 126,518 shares 126,518 $3.81M 0.11% -4,086 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: 6,135 shares; 2024Q4: 6,055 shares; 2025Q1: 7,473 shares; 2025Q2: 12,722 shares; 2025Q3: 8,899 shares; 2025Q4: 42,153 shares; 2026Q1: 45,441 shares 45,441 $3.75M 0.11% +3,288 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,189 shares; 2024Q4: 57,260 shares; 2025Q1: 57,260 shares; 2025Q2: 58,150 shares; 2025Q3: 57,413 shares; 2025Q4: 52,883 shares; 2026Q1: 46,145 shares 46,145 $3.62M 0.1% -6,738 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: 10 shares; 2024Q4: 10 shares; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 5 shares; 2026Q1: 5 shares 5 $3.59M 0.1% 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: 36,379 shares; 2024Q4: 39,454 shares; 2025Q1: 39,454 shares; 2025Q2: 78,908 shares; 2025Q3: 39,311 shares; 2025Q4: 39,325 shares; 2026Q1: 36,928 shares 36,928 $3.59M 0.1% -2,397 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: 25,374 shares; 2024Q4: 24,830 shares; 2025Q1: 25,096 shares; 2025Q2: 22,032 shares; 2025Q3: 21,650 shares; 2025Q4: 22,165 shares; 2026Q1: 21,370 shares 21,370 $3.41M 0.1% -795 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,895 shares; 2024Q4: 38,281 shares; 2025Q1: 37,436 shares; 2025Q2: 37,013 shares; 2025Q3: 37,118 shares; 2025Q4: 37,981 shares; 2026Q1: 37,162 shares 37,162 $3.3M 0.09% -819 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: 10,805 shares; 2024Q4: 11,477 shares; 2025Q1: 10,345 shares; 2025Q2: 11,080 shares; 2025Q3: 10,144 shares; 2025Q4: 12,016 shares; 2026Q1: 10,420 shares 10,420 $3.23M 0.09% -1,596 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: 15,585 shares; 2024Q4: 15,174 shares; 2025Q1: 14,602 shares; 2025Q2: 12,779 shares; 2025Q3: 12,265 shares; 2025Q4: 12,641 shares; 2026Q1: 24,819 shares 24,819 $3.2M 0.09% +12,178 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,450 shares; 2025Q1: 2,365 shares; 2025Q2: 2,917 shares; 2025Q3: 2,854 shares; 2025Q4: 12,375 shares; 2026Q1: 12,035 shares 12,035 $2.93M 0.08% -340 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS 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: 33,007 shares 33,007 $2.87M 0.08% new 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: 18,389 shares; 2024Q4: 18,053 shares; 2025Q1: 18,943 shares; 2025Q2: 18,742 shares; 2025Q3: 17,101 shares; 2025Q4: 16,607 shares; 2026Q1: 17,580 shares 17,580 $2.73M 0.08% +973 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: 19,989 shares; 2024Q4: 19,761 shares; 2025Q1: 20,066 shares; 2025Q2: 19,994 shares; 2025Q3: 19,828 shares; 2025Q4: 20,765 shares; 2026Q1: 18,548 shares 18,548 $2.73M 0.08% -2,217 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: 16,487 shares; 2024Q4: 15,713 shares; 2025Q1: 14,976 shares; 2025Q2: 14,138 shares; 2025Q3: 13,380 shares; 2025Q4: 12,237 shares; 2026Q1: 12,885 shares 12,885 $2.67M 0.08% +648 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: 9,742 shares; 2024Q4: 9,883 shares; 2025Q1: 9,883 shares; 2025Q2: 9,996 shares; 2025Q3: 7,571 shares; 2025Q4: 7,691 shares; 2026Q1: 6,245 shares 6,245 $2.66M 0.08% -1,446 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: 20,980 shares; 2024Q4: 21,547 shares; 2025Q1: 18,631 shares; 2025Q2: 18,238 shares; 2025Q3: 17,942 shares; 2025Q4: 34,463 shares; 2026Q1: 34,171 shares 34,171 $2.65M 0.08% -292 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: 22,716 shares; 2024Q4: 17,865 shares; 2025Q1: 17,024 shares; 2025Q2: 17,374 shares; 2025Q3: 17,316 shares; 2025Q4: 16,841 shares; 2026Q1: 17,243 shares 17,243 $2.39M 0.07% +402 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: 31,127 shares; 2024Q4: 29,629 shares; 2025Q1: 29,629 shares; 2025Q2: 38,787 shares; 2025Q3: 45,218 shares; 2025Q4: 45,218 shares; 2026Q1: 49,669 shares 49,669 $2.35M 0.07% +4,451 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,001 shares; 2024Q4: 2,013 shares; 2025Q1: 2,020 shares; 2025Q2: 2,006 shares; 2025Q3: 2,000 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares 2,000 $2.32M 0.07% -1 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,318 shares; 2024Q4: 25,740 shares; 2025Q1: 25,932 shares; 2025Q2: 24,806 shares; 2025Q3: 23,813 shares; 2025Q4: 24,245 shares; 2026Q1: 23,700 shares 23,700 $2.23M 0.06% -545 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,463 shares; 2024Q4: 13,463 shares; 2025Q1: 13,463 shares; 2025Q2: 13,463 shares; 2025Q3: 13,238 shares; 2025Q4: 30,167 shares; 2026Q1: 31,647 shares 31,647 $2.22M 0.06% +1,480 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,564 shares; 2024Q4: 15,564 shares; 2025Q1: 15,564 shares; 2025Q2: 15,564 shares; 2025Q3: 15,564 shares; 2025Q4: 14,553 shares; 2026Q1: 14,883 shares 14,883 $2.17M 0.06% +330 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: 6,324 shares; 2024Q4: 6,585 shares; 2025Q1: 5,432 shares; 2025Q2: 5,080 shares; 2025Q3: 4,150 shares; 2025Q4: 11,627 shares; 2026Q1: 11,525 shares 11,525 $2.15M 0.06% -102 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,339 shares; 2024Q4: 26,339 shares; 2025Q1: 24,185 shares; 2025Q2: 24,185 shares; 2025Q3: 24,185 shares; 2025Q4: 45,994 shares; 2026Q1: 44,646 shares 44,646 $2.12M 0.06% -1,348 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: 8,365 shares; 2024Q4: 8,777 shares; 2025Q1: 8,503 shares; 2025Q2: 8,396 shares; 2025Q3: 9,235 shares; 2025Q4: 9,442 shares; 2026Q1: 9,735 shares 9,735 $2.12M 0.06% +293 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,105 shares; 2024Q4: 59,594 shares; 2025Q1: 59,597 shares; 2025Q2: 59,607 shares; 2025Q3: 59,594 shares; 2025Q4: 59,594 shares; 2026Q1: 54,391 shares 54,391 $2.08M 0.06% -5,203 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: 2,520 shares; 2024Q4: 2,468 shares; 2025Q1: 2,545 shares; 2025Q2: 2,511 shares; 2025Q3: 2,476 shares; 2025Q4: 2,537 shares; 2026Q1: 2,864 shares 2,864 $2.03M 0.06% +327 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: 46,410 shares; 2024Q4: 45,230 shares; 2025Q1: 44,319 shares; 2025Q2: 88,726 shares; 2025Q3: 39,576 shares; 2025Q4: 39,780 shares; 2026Q1: 35,362 shares 35,362 $2.01M 0.06% -4,418 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,051 shares; 2024Q4: 74,244 shares; 2025Q1: 77,840 shares; 2025Q2: 77,840 shares; 2025Q3: 77,840 shares; 2025Q4: 79,715 shares; 2026Q1: 79,715 shares 79,715 $2M 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: 19,288 shares; 2024Q4: 19,288 shares; 2025Q1: 19,723 shares; 2025Q2: 19,060 shares; 2025Q3: 18,830 shares; 2025Q4: 17,932 shares; 2026Q1: 17,831 shares 17,831 $1.97M 0.06% -101 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: 10,269 shares; 2024Q4: 10,863 shares; 2025Q1: 10,886 shares; 2025Q2: 9,557 shares; 2025Q3: 9,428 shares; 2025Q4: 9,485 shares; 2026Q1: 10,096 shares 10,096 $1.95M 0.06% +611 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: 10,316 shares; 2024Q4: 11,910 shares; 2025Q1: 11,919 shares; 2025Q2: 11,624 shares; 2025Q3: 11,633 shares; 2025Q4: 12,895 shares; 2026Q1: 13,149 shares 13,149 $1.95M 0.06% +254 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,982 shares; 2024Q4: 2,014 shares; 2025Q1: 2,131 shares; 2025Q2: 2,211 shares; 2025Q3: 2,031 shares; 2025Q4: 2,219 shares; 2026Q1: 1,933 shares 1,933 $1.93M 0.05% -286 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,343 shares; 2026Q1: 40,343 shares 40,343 $1.9M 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,221 shares; 2024Q4: 3,221 shares; 2025Q1: 3,221 shares; 2025Q2: 3,221 shares; 2025Q3: 3,221 shares; 2025Q4: 3,123 shares; 2026Q1: 3,063 shares 3,063 $1.89M 0.05% -60 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: 15,377 shares; 2024Q4: 15,272 shares; 2025Q1: 15,094 shares; 2025Q2: 16,790 shares; 2025Q3: 13,810 shares; 2025Q4: 15,183 shares; 2026Q1: 15,434 shares 15,434 $1.86M 0.05% +251 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: 20,318 shares; 2024Q4: 19,934 shares; 2025Q1: 19,260 shares; 2025Q2: 17,259 shares; 2025Q3: 17,053 shares; 2025Q4: 16,738 shares; 2026Q1: 17,719 shares 17,719 $1.82M 0.05% +981 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: 24,430 shares; 2024Q4: 22,051 shares; 2025Q1: 21,881 shares; 2025Q2: 22,650 shares; 2025Q3: 21,687 shares; 2025Q4: 21,782 shares; 2026Q1: 22,654 shares 22,654 $1.8M 0.05% +872 Timeline VNQI 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: 45,844 shares; 2024Q4: 45,346 shares; 2025Q1: 42,303 shares; 2025Q2: 41,519 shares; 2025Q3: 41,519 shares; 2025Q4: 41,372 shares; 2026Q1: 40,018 shares 40,018 $1.78M 0.05% -1,354 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,603 shares 2,603 $1.78M 0.05% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,432 shares; 2025Q1: 4,364 shares; 2025Q2: 4,411 shares; 2025Q3: 4,475 shares; 2025Q4: 4,737 shares; 2026Q1: 5,042 shares 5,042 $1.77M 0.05% +305 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: 34,690 shares; 2024Q4: 36,278 shares; 2025Q1: 36,825 shares; 2025Q2: 34,900 shares; 2025Q3: 33,076 shares; 2025Q4: 35,867 shares; 2026Q1: 35,658 shares 35,658 $1.74M 0.05% -209 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: 6,758 shares; 2024Q4: 5,438 shares; 2025Q1: 6,810 shares; 2025Q2: 6,697 shares; 2025Q3: 5,147 shares; 2025Q4: 4,889 shares; 2026Q1: 4,601 shares 4,601 $1.71M 0.05% -288 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: 4,693 shares; 2024Q4: 4,130 shares; 2025Q1: 3,981 shares; 2025Q2: 3,410 shares; 2025Q3: 3,410 shares; 2025Q4: 5,885 shares; 2026Q1: 5,897 shares 5,897 $1.69M 0.05% +12 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,033 shares; 2024Q4: 52,559 shares; 2025Q1: 46,166 shares; 2025Q2: 46,166 shares; 2025Q3: 50,501 shares; 2025Q4: 55,809 shares; 2026Q1: 54,632 shares 54,632 $1.67M 0.05% -1,177 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: 6,647 shares; 2024Q4: 6,579 shares; 2025Q1: 6,626 shares; 2025Q2: 6,613 shares; 2025Q3: 7,034 shares; 2025Q4: 7,261 shares; 2026Q1: 6,823 shares 6,823 $1.61M 0.05% -438 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,885 shares; 2024Q4: 3,045 shares; 2025Q1: 3,107 shares; 2025Q2: 3,326 shares; 2025Q3: 3,140 shares; 2025Q4: 3,467 shares; 2026Q1: 3,107 shares 3,107 $1.55M 0.04% -360 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,002 shares; 2024Q4: 5,172 shares; 2025Q1: 4,629 shares; 2025Q2: 4,410 shares; 2025Q3: 4,348 shares; 2025Q4: 4,778 shares; 2026Q1: 5,085 shares 5,085 $1.54M 0.04% +307 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: 4,186 shares; 2024Q4: 4,132 shares; 2025Q1: 4,495 shares; 2025Q2: 4,949 shares; 2025Q3: 4,433 shares; 2025Q4: 4,680 shares; 2026Q1: 4,364 shares 4,364 $1.5M 0.04% -316 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: 14,450 shares; 2024Q4: 16,409 shares; 2025Q1: 13,459 shares; 2025Q2: 13,431 shares; 2025Q3: 11,905 shares; 2025Q4: 13,207 shares; 2026Q1: 12,009 shares 12,009 $1.49M 0.04% -1,198 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: 5,396 shares; 2024Q4: 4,698 shares; 2025Q1: 4,665 shares; 2025Q2: 4,599 shares; 2025Q3: 4,778 shares; 2025Q4: 6,019 shares; 2026Q1: 4,878 shares 4,878 $1.47M 0.04% -1,141 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: 4,647 shares; 2024Q4: 4,814 shares; 2025Q1: 4,846 shares; 2025Q2: 4,717 shares; 2025Q3: 4,532 shares; 2025Q4: 5,906 shares; 2026Q1: 6,051 shares 6,051 $1.47M 0.04% +145 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: 778 shares; 2024Q4: 639 shares; 2025Q1: 656 shares; 2025Q2: 631 shares; 2025Q3: 567 shares; 2025Q4: 902 shares; 2026Q1: 1,583 shares 1,583 $1.46M 0.04% +681 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: 7,912 shares; 2024Q4: 8,093 shares; 2025Q1: 8,041 shares; 2025Q2: 7,135 shares; 2025Q3: 6,396 shares; 2025Q4: 6,510 shares; 2026Q1: 5,970 shares 5,970 $1.45M 0.04% -540 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,714 shares; 2024Q4: 7,250 shares; 2025Q1: 7,248 shares; 2025Q2: 6,815 shares; 2025Q3: 6,629 shares; 2025Q4: 6,007 shares; 2026Q1: 5,917 shares 5,917 $1.44M 0.04% -90 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: 5,422 shares; 2024Q4: 5,448 shares; 2025Q1: 4,972 shares; 2025Q2: 4,972 shares; 2025Q3: 4,493 shares; 2025Q4: 4,683 shares; 2026Q1: 4,683 shares 4,683 $1.42M 0.04% 0 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: 6,017 shares; 2024Q4: 6,109 shares; 2025Q1: 5,680 shares; 2025Q2: 5,634 shares; 2025Q3: 5,605 shares; 2025Q4: 5,043 shares; 2026Q1: 4,238 shares 4,238 $1.39M 0.04% -805 Timeline SDG 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: 25,744 shares; 2024Q4: 48,797 shares; 2025Q1: 31,677 shares; 2025Q2: 10,180 shares; 2025Q3: 10,180 shares; 2025Q4: 18,979 shares; 2026Q1: 16,526 shares 16,526 $1.39M 0.04% -2,453 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: 15,813 shares; 2024Q4: 15,905 shares; 2025Q1: 14,819 shares; 2025Q2: 13,491 shares; 2025Q3: 13,169 shares; 2025Q4: 13,199 shares; 2026Q1: 13,915 shares 13,915 $1.34M 0.04% +716 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: 39,901 shares; 2024Q4: 39,901 shares; 2025Q1: 39,901 shares; 2025Q2: 39,901 shares; 2025Q3: 39,901 shares; 2025Q4: 39,901 shares; 2026Q1: 39,901 shares 39,901 $1.29M 0.04% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,535 shares; 2024Q4: 22,684 shares; 2025Q1: 24,080 shares; 2025Q2: 21,584 shares; 2025Q3: 20,289 shares; 2025Q4: 20,242 shares; 2026Q1: 19,188 shares 19,188 $1.24M 0.04% -1,054 Timeline IWP 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: 12,313 shares; 2024Q4: 12,313 shares; 2025Q1: 12,313 shares; 2025Q2: 24,666 shares; 2025Q3: 12,301 shares; 2025Q4: 13,757 shares; 2026Q1: 9,618 shares 9,618 $1.23M 0.04% -4,139 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: 3,021 shares; 2024Q4: 4,026 shares; 2025Q1: 4,026 shares; 2025Q2: 2,649 shares; 2025Q3: 2,649 shares; 2025Q4: 2,693 shares; 2026Q1: 2,804 shares 2,804 $1.21M 0.03% +111 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: 6,955 shares; 2024Q4: 6,978 shares; 2025Q1: 6,978 shares; 2025Q2: 12,688 shares; 2025Q3: 12,818 shares; 2025Q4: 13,227 shares; 2026Q1: 13,319 shares 13,319 $1.18M 0.03% +92 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,626 shares; 2025Q3: 10,930 shares; 2025Q4: 10,818 shares; 2026Q1: 10,651 shares 10,651 $1.16M 0.03% -167 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,004 shares; 2025Q2: 3,768 shares; 2025Q3: 3,562 shares; 2025Q4: 2,933 shares; 2026Q1: 2,761 shares 2,761 $1.15M 0.03% -172 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,472 shares; 2024Q4: 3,486 shares; 2025Q1: 3,486 shares; 2025Q2: 3,504 shares; 2025Q3: 3,446 shares; 2025Q4: 3,766 shares; 2026Q1: 3,634 shares 3,634 $1.14M 0.03% -132 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,229 shares; 2024Q4: 49,991 shares; 2025Q1: 50,373 shares; 2025Q2: 45,339 shares; 2025Q3: 40,109 shares; 2025Q4: 45,652 shares; 2026Q1: 36,185 shares 36,185 $1.11M 0.03% -9,467 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,399 shares; 2024Q4: 1,573 shares; 2025Q1: 1,441 shares; 2025Q2: 1,445 shares; 2025Q3: 1,399 shares; 2025Q4: 13,413 shares; 2026Q1: 11,168 shares 11,168 $1.07M 0.03% -2,245 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: 13,169 shares; 2024Q4: 14,736 shares; 2025Q1: 15,714 shares; 2025Q2: 15,888 shares; 2025Q3: 15,928 shares; 2025Q4: 15,830 shares; 2026Q1: 17,992 shares 17,992 $1.05M 0.03% +2,162 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: 5,043 shares; 2024Q4: 5,048 shares; 2025Q1: 3,055 shares; 2025Q2: 3,240 shares; 2025Q3: 3,005 shares; 2025Q4: 3,252 shares; 2026Q1: 3,014 shares 3,014 $1.03M 0.03% -238 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,679 shares; 2024Q4: 11,294 shares; 2025Q1: 11,321 shares; 2025Q2: 11,297 shares; 2025Q3: 11,247 shares; 2025Q4: 11,117 shares; 2026Q1: 11,107 shares 11,107 $1.02M 0.03% -10 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: 8,829 shares; 2024Q4: 8,787 shares; 2025Q1: 8,191 shares; 2025Q2: 7,371 shares; 2025Q3: 7,015 shares; 2025Q4: 7,188 shares; 2026Q1: 7,014 shares 7,014 $1.02M 0.03% -174 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: 3,507 shares; 2024Q4: 4,620 shares; 2025Q1: 3,084 shares; 2025Q2: 2,990 shares; 2025Q3: 3,655 shares; 2025Q4: 9,310 shares; 2026Q1: 7,544 shares 7,544 $1M 0.03% -1,766 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,082 shares; 2024Q4: 13,081 shares; 2025Q1: 13,085 shares; 2025Q2: 13,088 shares; 2025Q3: 13,072 shares; 2025Q4: 13,091 shares; 2026Q1: 13,072 shares 13,072 $966K 0.03% -19 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: 16,997 shares; 2024Q4: 16,390 shares; 2025Q1: 14,500 shares; 2025Q2: 13,844 shares; 2025Q3: 12,720 shares; 2025Q4: 13,659 shares; 2026Q1: 12,596 shares 12,596 $958K 0.03% -1,063 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 714 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 714 shares; 2025Q4: 2,882 shares; 2026Q1: 2,597 shares 2,597 $954K 0.03% -285 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: 38,012 shares; 2024Q4: 31,539 shares; 2025Q1: 29,127 shares; 2025Q2: 27,652 shares; 2025Q3: 28,030 shares; 2025Q4: 28,633 shares; 2026Q1: 33,933 shares 33,933 $953K 0.03% +5,300 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,104 shares; 2024Q4: 6,104 shares; 2025Q1: 6,251 shares; 2025Q2: 6,251 shares; 2025Q3: 6,251 shares; 2025Q4: 6,251 shares; 2026Q1: 6,255 shares 6,255 $947K 0.03% +4 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: 5,497 shares; 2024Q4: 5,277 shares; 2025Q1: 5,187 shares; 2025Q2: 4,662 shares; 2025Q3: 4,157 shares; 2025Q4: 4,486 shares; 2026Q1: 3,311 shares 3,311 $940K 0.03% -1,175 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: 4,139 shares; 2024Q4: 4,224 shares; 2025Q1: 4,250 shares; 2025Q2: 8,448 shares; 2025Q3: 4,224 shares; 2025Q4: 4,327 shares; 2026Q1: 4,432 shares 4,432 $936K 0.03% +105 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 27,326 shares; 2025Q4: 31,633 shares; 2026Q1: 36,591 shares 36,591 $906K 0.03% +4,958 Timeline SLGN SILGAN HLDGS INC More: the full row for SILGAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,128 shares; 2024Q4: 23,128 shares; 2025Q1: 23,145 shares; 2025Q2: 23,152 shares; 2025Q3: 23,128 shares; 2025Q4: 23,153 shares; 2026Q1: 23,128 shares 23,128 $897K 0.03% -25 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,570 shares; 2024Q4: 2,314 shares; 2025Q1: 2,517 shares; 2025Q2: 2,517 shares; 2025Q3: 6,139 shares; 2025Q4: 6,375 shares; 2026Q1: 6,604 shares 6,604 $896K 0.03% +229 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,643 shares; 2024Q4: 2,844 shares; 2025Q1: 2,911 shares; 2025Q2: 3,778 shares; 2025Q3: 4,113 shares; 2025Q4: 4,957 shares; 2026Q1: 4,723 shares 4,723 $862K 0.02% -234 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: 20,771 shares; 2024Q4: 19,974 shares; 2025Q1: 20,119 shares; 2025Q2: 20,296 shares; 2025Q3: 17,838 shares; 2025Q4: 17,681 shares; 2026Q1: 16,568 shares 16,568 $862K 0.02% -1,113 Timeline ACLX ARCELLX INC More: the full row for ARCELLX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,910 shares; 2026Q1: 7,332 shares 7,332 $842K 0.02% -578 Timeline QEMM 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: 12,437 shares; 2024Q4: 12,092 shares; 2025Q1: 12,092 shares; 2025Q2: 12,092 shares; 2025Q3: 12,092 shares; 2025Q4: 12,092 shares; 2026Q1: 12,092 shares 12,092 $839K 0.02% 0 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: 927 shares; 2024Q4: 981 shares; 2025Q1: 1,025 shares; 2025Q2: 1,003 shares; 2025Q3: 876 shares; 2025Q4: 998 shares; 2026Q1: 986 shares 986 $834K 0.02% -12 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,901 shares; 2024Q4: 4,901 shares; 2025Q1: 4,901 shares; 2025Q2: 4,901 shares; 2025Q3: 4,901 shares; 2025Q4: 5,653 shares; 2026Q1: 5,653 shares 5,653 $818K 0.02% 0 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: 7,193 shares; 2024Q4: 7,193 shares; 2025Q1: 7,656 shares; 2025Q2: 7,716 shares; 2025Q3: 7,854 shares; 2025Q4: 9,239 shares; 2026Q1: 9,239 shares 9,239 $815K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,670 shares; 2024Q4: 23,342 shares; 2025Q1: 23,738 shares; 2025Q2: 24,887 shares; 2025Q3: 23,941 shares; 2025Q4: 25,554 shares; 2026Q1: 23,987 shares 23,987 $804K 0.02% -1,567 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,830 shares; 2024Q4: 29,048 shares; 2025Q1: 15,108 shares; 2025Q2: 14,491 shares; 2025Q3: 14,169 shares; 2025Q4: 14,020 shares; 2026Q1: 16,839 shares 16,839 $778K 0.02% +2,819 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: 4,830 shares; 2024Q4: 4,830 shares; 2025Q1: 5,019 shares; 2025Q2: 5,069 shares; 2025Q3: 5,389 shares; 2025Q4: 5,129 shares; 2026Q1: 5,601 shares 5,601 $775K 0.02% +472 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,503 shares; 2025Q1: 2,525 shares; 2025Q2: 2,814 shares; 2025Q3: 2,179 shares; 2025Q4: 2,398 shares; 2026Q1: 2,174 shares 2,174 $775K 0.02% -224 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: 5,514 shares; 2024Q4: 4,896 shares; 2025Q1: 4,810 shares; 2025Q2: 4,594 shares; 2025Q3: 4,129 shares; 2025Q4: 4,495 shares; 2026Q1: 4,080 shares 4,080 $774K 0.02% -415 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: 2,118 shares; 2024Q4: 2,510 shares; 2025Q1: 2,097 shares; 2025Q2: 1,740 shares; 2025Q3: 1,379 shares; 2025Q4: 1,481 shares; 2026Q1: 3,385 shares 3,385 $765K 0.02% +1,904 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: not reported; 2024Q4: 6,572 shares; 2025Q1: 9,056 shares; 2025Q2: 6,907 shares; 2025Q3: 13,391 shares; 2025Q4: 11,152 shares; 2026Q1: 12,829 shares 12,829 $764K 0.02% +1,677 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 3,680 shares; 2025Q1: 3,680 shares; 2025Q2: 5,793 shares; 2025Q3: 5,793 shares; 2025Q4: 3,680 shares; 2026Q1: 3,680 shares 3,680 $757K 0.02% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,883 shares; 2026Q1: 7,883 shares 7,883 $754K 0.02% 0 Timeline RDIV 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: 13,430 shares; 2025Q4: 13,430 shares; 2026Q1: 13,430 shares 13,430 $748K 0.02% 0 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: 4,649 shares; 2024Q4: 4,649 shares; 2025Q1: 7,806 shares; 2025Q2: 35,129 shares; 2025Q3: 35,129 shares; 2025Q4: 9,005 shares; 2026Q1: 9,690 shares 9,690 $747K 0.02% +685 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: 4,482 shares; 2024Q4: 4,498 shares; 2025Q1: 4,217 shares; 2025Q2: 3,361 shares; 2025Q3: 3,076 shares; 2025Q4: 3,026 shares; 2026Q1: 2,760 shares 2,760 $747K 0.02% -266 Timeline PVLA PALVELLA THERAPEUTICS INC NE More: the full row for PALVELLA THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,852 shares; 2025Q4: 5,852 shares; 2026Q1: 5,852 shares 5,852 $729K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,082 shares; 2025Q3: 5,082 shares; 2025Q4: 5,146 shares; 2026Q1: 5,145 shares 5,145 $728K 0.02% -1 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,760 shares; 2024Q4: 3,672 shares; 2025Q1: 3,672 shares; 2025Q2: 3,672 shares; 2025Q3: 3,672 shares; 2025Q4: 3,849 shares; 2026Q1: 3,849 shares 3,849 $709K 0.02% 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: 1,362 shares; 2024Q4: 1,281 shares; 2025Q1: 1,074 shares; 2025Q2: 987 shares; 2025Q3: 805 shares; 2025Q4: 953 shares; 2026Q1: 812 shares 812 $709K 0.02% -141 Timeline NN NEXTNAV INC More: the full row for NEXTNAV 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: 44,206 shares 44,206 $708K 0.02% new Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,797 shares; 2024Q4: 10,807 shares; 2025Q1: 10,816 shares; 2025Q2: 9,836 shares; 2025Q3: 9,799 shares; 2025Q4: 8,874 shares; 2026Q1: 8,857 shares 8,857 $697K 0.02% -17 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: 3,798 shares; 2024Q4: 23,403 shares; 2025Q1: 16,173 shares; 2025Q2: 16,172 shares; 2025Q3: 30,648 shares; 2025Q4: 37,698 shares; 2026Q1: 22,057 shares 22,057 $643K 0.02% -15,641 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: 17,299 shares; 2024Q4: 17,299 shares; 2025Q1: 18,106 shares; 2025Q2: 17,299 shares; 2025Q3: 17,299 shares; 2025Q4: 17,299 shares; 2026Q1: 17,299 shares 17,299 $636K 0.02% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,777 shares; 2025Q1: 5,851 shares; 2025Q2: 5,386 shares; 2025Q3: 5,289 shares; 2025Q4: 5,380 shares; 2026Q1: 3,392 shares 3,392 $633K 0.02% -1,988 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,092 shares; 2024Q4: 7,572 shares; 2025Q1: 7,729 shares; 2025Q2: 7,653 shares; 2025Q3: 6,203 shares; 2025Q4: 9,552 shares; 2026Q1: 10,387 shares 10,387 $630K 0.02% +835 Timeline BBH 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: 4,333 shares; 2024Q4: 4,333 shares; 2025Q1: 4,237 shares; 2025Q2: 3,727 shares; 2025Q3: 3,727 shares; 2025Q4: 3,587 shares; 2026Q1: 3,347 shares 3,347 $629K 0.02% -240 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: not reported; 2025Q4: not reported; 2026Q1: 4,288 shares 4,288 $627K 0.02% new Timeline BBHL BBH TR More: the full row for BBH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 40,965 shares; 2026Q1: 40,965 shares 40,965 $615K 0.02% 0 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: 1,625 shares; 2024Q4: 1,668 shares; 2025Q1: 1,691 shares; 2025Q2: 1,628 shares; 2025Q3: 1,617 shares; 2025Q4: 1,410 shares; 2026Q1: 1,212 shares 1,212 $596K 0.02% -198 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 886 shares; 2024Q4: 2,060 shares; 2025Q1: 2,293 shares; 2025Q2: 2,497 shares; 2025Q3: 1,844 shares; 2025Q4: 2,432 shares; 2026Q1: 3,682 shares 3,682 $590K 0.02% +1,250 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,655 shares; 2024Q4: 13,655 shares; 2025Q1: 13,656 shares; 2025Q2: 13,655 shares; 2025Q3: 13,655 shares; 2025Q4: 13,655 shares; 2026Q1: 13,821 shares 13,821 $588K 0.02% +166 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: not reported; 2024Q4: not reported; 2025Q1: 4,145 shares; 2025Q2: 4,254 shares; 2025Q3: 5,696 shares; 2025Q4: 8,423 shares; 2026Q1: 7,647 shares 7,647 $585K 0.02% -776 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: 679 shares; 2024Q4: 685 shares; 2025Q1: 676 shares; 2025Q2: 958 shares; 2025Q3: 659 shares; 2025Q4: 498 shares; 2026Q1: 953 shares 953 $576K 0.02% +455 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 2,961 shares; 2025Q1: 3,366 shares; 2025Q2: 3,211 shares; 2025Q3: 3,145 shares; 2025Q4: 3,549 shares; 2026Q1: 3,499 shares 3,499 $576K 0.02% -50 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: 4,148 shares; 2024Q4: 3,743 shares; 2025Q1: 3,817 shares; 2025Q2: 3,403 shares; 2025Q3: 3,341 shares; 2025Q4: 4,484 shares; 2026Q1: 4,370 shares 4,370 $572K 0.02% -114 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: 1,026 shares; 2024Q4: 1,012 shares; 2025Q1: 1,064 shares; 2025Q2: 1,039 shares; 2025Q3: 1,006 shares; 2025Q4: 1,007 shares; 2026Q1: 1,009 shares 1,009 $568K 0.02% +2 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: 27,896 shares; 2024Q4: 21,974 shares; 2025Q1: 12,882 shares; 2025Q2: 17,217 shares; 2025Q3: 12,147 shares; 2025Q4: 12,159 shares; 2026Q1: 12,828 shares 12,828 $566K 0.02% +669 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,675 shares; 2024Q4: 35,682 shares; 2025Q1: 36,036 shares; 2025Q2: 35,883 shares; 2025Q3: 35,658 shares; 2025Q4: 35,992 shares; 2026Q1: 35,658 shares 35,658 $558K 0.02% -334 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,683 shares 1,683 $553K 0.02% +200 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: 395 shares; 2025Q1: 404 shares; 2025Q2: 380 shares; 2025Q3: 366 shares; 2025Q4: 421 shares; 2026Q1: 570 shares 570 $548K 0.02% +149 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,697 shares; 2025Q4: 8,002 shares; 2026Q1: 7,597 shares 7,597 $546K 0.02% -405 Timeline HYG 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: 3,346 shares; 2024Q4: 4,718 shares; 2025Q1: 4,388 shares; 2025Q2: 10,082 shares; 2025Q3: 10,165 shares; 2025Q4: 20,372 shares; 2026Q1: 6,705 shares 6,705 $533K 0.02% -13,667 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: 2,633 shares; 2024Q4: 2,562 shares; 2025Q1: 1,929 shares; 2025Q2: 1,856 shares; 2025Q3: 1,741 shares; 2025Q4: 1,777 shares; 2026Q1: 1,695 shares 1,695 $527K 0.02% -82 Timeline IJJ 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: 4,665 shares; 2024Q4: 4,664 shares; 2025Q1: 4,589 shares; 2025Q2: 4,165 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares 3,976 $527K 0.02% 0 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: 4,239 shares; 2025Q3: 4,278 shares; 2025Q4: 4,373 shares; 2026Q1: 4,766 shares 4,766 $526K 0.01% +393 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,995 shares; 2024Q4: 2,890 shares; 2025Q1: 2,890 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,520 shares; 2026Q1: 2,324 shares 2,324 $524K 0.01% -196 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,656 shares; 2024Q4: 2,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,344 shares 5,344 $519K 0.01% new Timeline TEM TEMPUS AI INC More: the full row for TEMPUS AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,693 shares; 2025Q2: 5,872 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,379 shares 11,379 $515K 0.01% new 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: not reported; 2026Q1: 2,458 shares 2,458 $514K 0.01% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,764 shares; 2024Q4: 7,014 shares; 2025Q1: 7,014 shares; 2025Q2: 7,014 shares; 2025Q3: 7,014 shares; 2025Q4: 7,014 shares; 2026Q1: 7,014 shares 7,014 $513K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,786 shares; 2025Q4: 17,542 shares; 2026Q1: 17,541 shares 17,541 $510K 0.01% -1 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 5,569 shares; 2025Q1: 5,466 shares; 2025Q2: 4,751 shares; 2025Q3: 3,343 shares; 2025Q4: 3,804 shares; 2026Q1: 3,838 shares 3,838 $507K 0.01% +34 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,493 shares; 2025Q2: 4,493 shares; 2025Q3: 4,493 shares; 2025Q4: 4,493 shares; 2026Q1: 4,493 shares 4,493 $500K 0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,427 shares; 2024Q4: 4,427 shares; 2025Q1: 5,092 shares; 2025Q2: 5,092 shares; 2025Q3: 4,705 shares; 2025Q4: 4,606 shares; 2026Q1: 4,606 shares 4,606 $488K 0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,406 shares; 2025Q2: 3,273 shares; 2025Q3: 3,235 shares; 2025Q4: 3,559 shares; 2026Q1: 5,559 shares 5,559 $482K 0.01% +2,000 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,468 shares; 2026Q1: 4,928 shares 4,928 $476K 0.01% +460 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: not reported; 2025Q3: not reported; 2025Q4: 15,031 shares; 2026Q1: 15,809 shares 15,809 $475K 0.01% +778 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,719 shares; 2026Q1: 5,190 shares 5,190 $472K 0.01% +471 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: 1,828 shares; 2024Q4: 1,828 shares; 2025Q1: 2,398 shares; 2025Q2: 2,398 shares; 2025Q3: 2,398 shares; 2025Q4: 2,398 shares; 2026Q1: 1,828 shares 1,828 $470K 0.01% -570 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: 8,241 shares; 2025Q2: 8,119 shares; 2025Q3: 8,000 shares; 2025Q4: 8,185 shares; 2026Q1: 8,494 shares 8,494 $469K 0.01% +309 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,272 shares; 2026Q1: 11,592 shares 11,592 $461K 0.01% +320 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,243 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,026 shares 9,026 $454K 0.01% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,997 shares; 2024Q4: 21,101 shares; 2025Q1: 21,482 shares; 2025Q2: 18,204 shares; 2025Q3: 17,016 shares; 2025Q4: 17,013 shares; 2026Q1: 15,732 shares 15,732 $452K 0.01% -1,281 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,410 shares 3,410 $447K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,770 shares; 2025Q1: 2,244 shares; 2025Q2: 2,043 shares; 2025Q3: 1,903 shares; 2025Q4: 2,631 shares; 2026Q1: 2,898 shares 2,898 $443K 0.01% +267 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,749 shares; 2024Q4: 49,695 shares; 2025Q1: 49,695 shares; 2025Q2: 15,702 shares; 2025Q3: 20,475 shares; 2025Q4: 14,067 shares; 2026Q1: 14,067 shares 14,067 $436K 0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,132 shares; 2024Q4: 9,143 shares; 2025Q1: 9,460 shares; 2025Q2: 11,637 shares; 2025Q3: 9,502 shares; 2025Q4: 9,721 shares; 2026Q1: 9,466 shares 9,466 $435K 0.01% -255 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,112 shares; 2026Q1: 5,112 shares 5,112 $434K 0.01% 0 Timeline VTWO 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: 3,875 shares; 2026Q1: 4,328 shares 4,328 $434K 0.01% +453 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,802 shares; 2025Q2: 2,211 shares; 2025Q3: 1,384 shares; 2025Q4: 1,580 shares; 2026Q1: 2,619 shares 2,619 $433K 0.01% +1,039 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: 1,022 shares; 2024Q4: 995 shares; 2025Q1: 800 shares; 2025Q2: 679 shares; 2025Q3: 1,134 shares; 2025Q4: 1,418 shares; 2026Q1: 1,203 shares 1,203 $430K 0.01% -215 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: 8,677 shares; 2024Q4: 7,715 shares; 2025Q1: 8,398 shares; 2025Q2: 7,921 shares; 2025Q3: 6,914 shares; 2025Q4: 8,196 shares; 2026Q1: 8,478 shares 8,478 $426K 0.01% +282 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,300 shares; 2026Q1: 9,300 shares 9,300 $423K 0.01% 0 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: 1,644 shares; 2024Q4: 1,848 shares; 2025Q1: 2,145 shares; 2025Q2: 2,101 shares; 2025Q3: 2,101 shares; 2025Q4: 2,364 shares; 2026Q1: 2,175 shares 2,175 $417K 0.01% -189 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,888 shares; 2025Q3: 1,888 shares; 2025Q4: 3,660 shares; 2026Q1: 3,659 shares 3,659 $408K 0.01% -1 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,301 shares 1,301 $406K 0.01% new Timeline SLNO SOLENO THERAPEUTICS INC More: the full row for SOLENO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,128 shares; 2024Q4: 12,128 shares; 2025Q1: 12,128 shares; 2025Q2: 12,128 shares; 2025Q3: 12,128 shares; 2025Q4: 12,128 shares; 2026Q1: 12,128 shares 12,128 $406K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,430 shares 1,430 $404K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,502 shares; 2025Q1: 1,519 shares; 2025Q2: 1,791 shares; 2025Q3: 1,500 shares; 2025Q4: 1,512 shares; 2026Q1: 1,501 shares 1,501 $399K 0.01% -11 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 4,645 shares; 2025Q1: 4,950 shares; 2025Q2: 4,929 shares; 2025Q3: 4,866 shares; 2025Q4: 4,894 shares; 2026Q1: 4,417 shares 4,417 $396K 0.01% -477 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: 9,575 shares; 2024Q4: 11,114 shares; 2025Q1: 7,472 shares; 2025Q2: 4,254 shares; 2025Q3: 4,150 shares; 2025Q4: 3,822 shares; 2026Q1: 4,229 shares 4,229 $393K 0.01% +407 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: 1,764 shares; 2024Q4: 1,855 shares; 2025Q1: 1,918 shares; 2025Q2: 1,911 shares; 2025Q3: 1,654 shares; 2025Q4: 2,012 shares; 2026Q1: 1,682 shares 1,682 $387K 0.01% -330 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 394 shares; 2024Q4: 490 shares; 2025Q1: 487 shares; 2025Q2: 422 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 872 shares 872 $371K 0.01% new 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: 449 shares; 2024Q4: 485 shares; 2025Q1: 474 shares; 2025Q2: 462 shares; 2025Q3: 443 shares; 2025Q4: 431 shares; 2026Q1: 412 shares 412 $369K 0.01% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,837 shares; 2026Q1: 3,902 shares 3,902 $362K 0.01% +65 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,668 shares; 2024Q4: 9,622 shares; 2025Q1: 9,622 shares; 2025Q2: 9,622 shares; 2025Q3: 9,622 shares; 2025Q4: 9,622 shares; 2026Q1: 9,622 shares 9,622 $354K 0.01% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,096 shares 3,096 $353K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 758 shares; 2024Q4: 758 shares; 2025Q1: 758 shares; 2025Q2: 758 shares; 2025Q3: 758 shares; 2025Q4: 917 shares; 2026Q1: 758 shares 758 $351K 0.01% -159 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,321 shares; 2024Q4: 24,016 shares; 2025Q1: 24,013 shares; 2025Q2: 23,500 shares; 2025Q3: 23,000 shares; 2025Q4: 23,167 shares; 2026Q1: 43,201 shares 43,201 $347K 0.01% +20,034 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,604 shares; 2026Q1: 7,604 shares 7,604 $347K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,432 shares; 2024Q4: 5,432 shares; 2025Q1: 7,764 shares; 2025Q2: 7,764 shares; 2025Q3: 6,604 shares; 2025Q4: 6,754 shares; 2026Q1: 6,604 shares 6,604 $347K 0.01% -150 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,033 shares; 2024Q4: 986 shares; 2025Q1: 986 shares; 2025Q2: not reported; 2025Q3: 919 shares; 2025Q4: 1,092 shares; 2026Q1: 1,272 shares 1,272 $347K 0.01% +180 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 850 shares 850 $346K 0.01% -150 Timeline SCHZ 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: 12,272 shares; 2024Q4: 24,544 shares; 2025Q1: 17,356 shares; 2025Q2: 16,828 shares; 2025Q3: 16,828 shares; 2025Q4: 14,874 shares; 2026Q1: 14,874 shares 14,874 $345K 0.01% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,441 shares; 2024Q4: 3,861 shares; 2025Q1: 1,996 shares; 2025Q2: 1,934 shares; 2025Q3: 1,900 shares; 2025Q4: 1,921 shares; 2026Q1: 3,000 shares 3,000 $345K 0.01% +1,079 Timeline RLJ LODGING TR RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,980 shares; 2024Q4: 13,980 shares; 2025Q1: 13,980 shares; 2025Q2: 13,980 shares; 2025Q3: 13,980 shares; 2025Q4: 13,980 shares; 2026Q1: 13,980 shares 13,980 $337K 0.01% 0 VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,021 shares; 2024Q4: 3,219 shares; 2025Q1: 3,311 shares; 2025Q2: 3,293 shares; 2025Q3: 3,293 shares; 2025Q4: 4,023 shares; 2026Q1: 4,023 shares 4,023 $332K 0.01% 0 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,083 shares; 2025Q2: 4,083 shares; 2025Q3: 4,083 shares; 2025Q4: 4,083 shares; 2026Q1: 4,083 shares 4,083 $329K 0.01% 0 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: not reported; 2024Q4: 412 shares; 2025Q1: 405 shares; 2025Q2: 535 shares; 2025Q3: 390 shares; 2025Q4: 488 shares; 2026Q1: 375 shares 375 $325K 0.01% -113 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: not reported; 2024Q4: 376 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 220 shares; 2026Q1: 245 shares 245 $324K 0.01% +25 Timeline AOK 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: 8,060 shares; 2025Q3: 8,060 shares; 2025Q4: 8,060 shares; 2026Q1: 8,060 shares 8,060 $322K 0.01% 0 Timeline IONQ IONQ INC More: the full row for IONQ 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: 16,204 shares; 2026Q1: 10,894 shares 10,894 $314K 0.01% -5,310 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: 7,482 shares; 2024Q4: 9,316 shares; 2025Q1: 8,587 shares; 2025Q2: 5,284 shares; 2025Q3: 4,227 shares; 2025Q4: 4,163 shares; 2026Q1: 3,942 shares 3,942 $312K 0.01% -221 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: 1,403 shares; 2024Q4: 1,321 shares; 2025Q1: 1,315 shares; 2025Q2: 1,283 shares; 2025Q3: 1,268 shares; 2025Q4: 1,561 shares; 2026Q1: 1,560 shares 1,560 $311K 0.01% -1 Timeline RWX 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: 8,526 shares; 2024Q4: not reported; 2025Q1: 11,657 shares; 2025Q2: 11,657 shares; 2025Q3: 11,657 shares; 2025Q4: 11,657 shares; 2026Q1: 11,657 shares 11,657 $310K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,345 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,054 shares 5,054 $309K 0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,035 shares; 2024Q4: 3,035 shares; 2025Q1: 3,035 shares; 2025Q2: 3,035 shares; 2025Q3: 3,035 shares; 2025Q4: 3,035 shares; 2026Q1: 3,035 shares 3,035 $306K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,538 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,493 shares 4,493 $297K 0.01% new Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,790 shares; 2024Q4: 29,790 shares; 2025Q1: 29,790 shares; 2025Q2: 29,790 shares; 2025Q3: 29,790 shares; 2025Q4: 29,790 shares; 2026Q1: 29,790 shares 29,790 $296K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,437 shares; 2024Q4: 5,437 shares; 2025Q1: 5,437 shares; 2025Q2: 5,437 shares; 2025Q3: 5,437 shares; 2025Q4: 5,790 shares; 2026Q1: 5,437 shares 5,437 $294K 0.01% -353 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,393 shares; 2024Q4: 38,504 shares; 2025Q1: 28,296 shares; 2025Q2: 20,204 shares; 2025Q3: 15,593 shares; 2025Q4: 14,741 shares; 2026Q1: 11,681 shares 11,681 $294K 0.01% -3,060 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,900 shares; 2024Q4: 2,900 shares; 2025Q1: 3,181 shares; 2025Q2: 3,175 shares; 2025Q3: 3,175 shares; 2025Q4: 6,977 shares; 2026Q1: 6,400 shares 6,400 $294K 0.01% -577 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,124 shares; 2024Q4: 4,124 shares; 2025Q1: 3,756 shares; 2025Q2: 3,756 shares; 2025Q3: 3,756 shares; 2025Q4: 3,756 shares; 2026Q1: 3,756 shares 3,756 $294K 0.01% 0 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,443 shares; 2026Q1: 11,777 shares 11,777 $292K 0.01% -48,666 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: 16,775 shares; 2024Q4: 11,200 shares; 2025Q1: 9,784 shares; 2025Q2: 9,784 shares; 2025Q3: 5,757 shares; 2025Q4: 4,974 shares; 2026Q1: 3,701 shares 3,701 $290K 0.01% -1,273 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: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 4,078 shares; 2026Q1: 4,078 shares 4,078 $289K 0.01% 0 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: 9,558 shares; 2024Q4: not reported; 2025Q1: 8,211 shares; 2025Q2: 8,956 shares; 2025Q3: 7,687 shares; 2025Q4: not reported; 2026Q1: 9,935 shares 9,935 $288K 0.01% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,467 shares; 2026Q1: 1,341 shares 1,341 $287K 0.01% -126 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,218 shares; 2024Q4: 3,221 shares; 2025Q1: 3,336 shares; 2025Q2: 3,866 shares; 2025Q3: 3,211 shares; 2025Q4: 3,425 shares; 2026Q1: 4,024 shares 4,024 $285K 0.01% +599 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,028 shares; 2025Q2: 3,307 shares; 2025Q3: 3,000 shares; 2025Q4: 3,186 shares; 2026Q1: 3,000 shares 3,000 $282K 0.01% -186 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,564 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,561 shares; 2025Q4: 8,561 shares; 2026Q1: 8,561 shares 8,561 $279K 0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,687 shares 11,687 $278K 0.01% new Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,396 shares 1,396 $275K 0.01% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL 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: 612 shares 612 $272K 0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,578 shares; 2024Q4: 1,900 shares; 2025Q1: 1,452 shares; 2025Q2: 1,667 shares; 2025Q3: 1,484 shares; 2025Q4: 1,694 shares; 2026Q1: 1,294 shares 1,294 $272K 0.01% -400 Timeline SGOL ETFS GOLD TR More: the full row for ETFS 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: not reported; 2025Q4: 5,213 shares; 2026Q1: 6,058 shares 6,058 $270K 0.01% +845 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 853 shares; 2025Q1: 828 shares; 2025Q2: 1,326 shares; 2025Q3: 823 shares; 2025Q4: 1,124 shares; 2026Q1: 827 shares 827 $270K 0.01% -297 Timeline EWL 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: not reported; 2025Q4: 4,903 shares; 2026Q1: 4,580 shares 4,580 $269K 0.01% -323 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,863 shares 6,863 $267K 0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,294 shares; 2024Q4: not reported; 2025Q1: 6,294 shares; 2025Q2: 6,294 shares; 2025Q3: 6,294 shares; 2025Q4: 6,294 shares; 2026Q1: 6,294 shares 6,294 $266K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,904 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,083 shares 4,083 $265K 0.01% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 957 shares; 2025Q1: 929 shares; 2025Q2: 1,233 shares; 2025Q3: 1,207 shares; 2025Q4: 1,345 shares; 2026Q1: 1,007 shares 1,007 $262K 0.01% -338 Timeline ESAB ESAB CORPORATION More: the full row for ESAB CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,220 shares; 2024Q4: 4,220 shares; 2025Q1: 4,236 shares; 2025Q2: 4,233 shares; 2025Q3: 4,220 shares; 2025Q4: 4,253 shares; 2026Q1: 2,645 shares 2,645 $256K 0.01% -1,608 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,690 shares; 2026Q1: 4,971 shares 4,971 $255K 0.01% -719 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,611 shares; 2026Q1: 2,611 shares 2,611 $255K 0.01% 0 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: 338 shares; 2024Q4: 387 shares; 2025Q1: 364 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 399 shares; 2026Q1: 330 shares 330 $255K 0.01% -69 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 520 shares; 2024Q4: 641 shares; 2025Q1: 592 shares; 2025Q2: 572 shares; 2025Q3: 509 shares; 2025Q4: 569 shares; 2026Q1: 511 shares 511 $253K 0.01% -58 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,470 shares; 2025Q1: 2,500 shares; 2025Q2: 2,530 shares; 2025Q3: 2,530 shares; 2025Q4: 2,530 shares; 2026Q1: 2,530 shares 2,530 $251K 0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,074 shares; 2024Q4: 6,076 shares; 2025Q1: 6,135 shares; 2025Q2: 6,104 shares; 2025Q3: 6,073 shares; 2025Q4: 6,149 shares; 2026Q1: 6,073 shares 6,073 $251K 0.01% -76 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 367 shares 367 $250K 0.01% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,546 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,085 shares 3,085 $250K 0.01% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,372 shares; 2025Q1: 1,227 shares; 2025Q2: 5,871 shares; 2025Q3: 4,928 shares; 2025Q4: 5,073 shares; 2026Q1: 1,228 shares 1,228 $250K 0.01% -3,845 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,994 shares; 2025Q1: 2,936 shares; 2025Q2: 3,166 shares; 2025Q3: 847 shares; 2025Q4: 1,127 shares; 2026Q1: 1,247 shares 1,247 $247K 0.01% +120 Timeline BCAL CALIFORNIA BANCORP More: the full row for CALIFORNIA BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,912 shares; 2025Q1: 13,912 shares; 2025Q2: 13,912 shares; 2025Q3: 13,912 shares; 2025Q4: 13,912 shares; 2026Q1: 13,912 shares 13,912 $247K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,110 shares; 2024Q4: 1,111 shares; 2025Q1: 1,128 shares; 2025Q2: 1,234 shares; 2025Q3: 1,109 shares; 2025Q4: 1,130 shares; 2026Q1: 1,110 shares 1,110 $240K 0.01% -20 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,654 shares 3,654 $237K 0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,729 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 4,950 shares; 2025Q3: 2,444 shares; 2025Q4: 3,253 shares; 2026Q1: 1,591 shares 1,591 $232K 0.01% -1,662 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: 2,994 shares; 2024Q4: 8,982 shares; 2025Q1: 8,982 shares; 2025Q2: 8,982 shares; 2025Q3: 8,199 shares; 2025Q4: 8,199 shares; 2026Q1: 8,199 shares 8,199 $228K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 424 shares 424 $228K 0.01% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,749 shares 2,749 $227K 0.01% new Timeline RSPT 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,986 shares; 2026Q1: 4,986 shares 4,986 $226K 0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,389 shares 2,389 $223K 0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,923 shares; 2025Q1: 3,503 shares; 2025Q2: 3,505 shares; 2025Q3: 3,122 shares; 2025Q4: 3,055 shares; 2026Q1: 2,953 shares 2,953 $222K 0.01% -102 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,001 shares; 2025Q1: not reported; 2025Q2: 2,001 shares; 2025Q3: 2,001 shares; 2025Q4: 2,001 shares; 2026Q1: 2,000 shares 2,000 $219K 0.01% -1 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: 51 shares; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 71 shares; 2025Q3: 51 shares; 2025Q4: 69 shares; 2026Q1: 52 shares 52 $219K 0.01% -17 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares 1,602 $218K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,548 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,120 shares 1,120 $217K 0.01% new Timeline HPQ HP INC More: the full row for HP 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: 11,203 shares 11,203 $215K 0.01% new Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,613 shares; 2025Q2: 2,610 shares; 2025Q3: 2,803 shares; 2025Q4: 2,369 shares; 2026Q1: 1,931 shares 1,931 $213K 0.01% -438 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 734 shares 734 $213K 0.01% new Timeline URTH 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: not reported; 2025Q4: 1,297 shares; 2026Q1: 1,176 shares 1,176 $212K 0.01% -121 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,013 shares 1,013 $210K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,508 shares 2,508 $210K 0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,043 shares 2,043 $209K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 791 shares; 2024Q4: 784 shares; 2025Q1: 801 shares; 2025Q2: 896 shares; 2025Q3: 732 shares; 2025Q4: 841 shares; 2026Q1: 775 shares 775 $207K 0.01% -66 Timeline TXT TEXTRON INC More: the full row for TEXTRON 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: 2,304 shares 2,304 $202K 0.01% new Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,633 shares 3,633 $200K 0.01% new Timeline XERS XERIS BIOPHARMA HOLDINGS INC More: the full row for XERIS BIOPHARMA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $116K <0.01% 0 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: 25,088 shares; 2024Q4: 33,635 shares; 2025Q1: 26,502 shares; 2025Q2: 26,603 shares; 2025Q3: 25,000 shares; 2025Q4: 25,148 shares; 2026Q1: 25,000 shares 25,000 $73K <0.01% -148 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR 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: 10,000 shares 10,000 $57.9K <0.01% new Timeline