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: 3,925,073 shares; 2024Q4: 4,034,546 shares; 2025Q1: 3,969,056 shares; 2025Q2: 4,186,694 shares; 2025Q3: 4,262,487 shares; 2025Q4: 4,350,772 shares; 2026Q1: 4,457,997 shares 4,457,997 $173M 12.13% +107,225 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: 2,193,323 shares; 2024Q4: 2,284,569 shares; 2025Q1: 2,305,024 shares; 2025Q2: 2,396,117 shares; 2025Q3: 2,513,072 shares; 2025Q4: 2,600,142 shares; 2026Q1: 2,540,234 shares 2,540,234 $159M 11.11% -59,908 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386,158 shares; 2024Q4: 2,482,787 shares; 2025Q1: 2,525,043 shares; 2025Q2: 2,556,229 shares; 2025Q3: 2,598,015 shares; 2025Q4: 2,652,610 shares; 2026Q1: 2,553,044 shares 2,553,044 $91.3M 6.4% -99,566 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,379,152 shares; 2024Q4: 2,456,117 shares; 2025Q1: 2,502,409 shares; 2025Q2: 2,492,664 shares; 2025Q3: 2,576,147 shares; 2025Q4: 2,616,035 shares; 2026Q1: 2,484,046 shares 2,484,046 $85.8M 6.01% -131,989 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,771,717 shares; 2024Q4: 1,969,398 shares; 2025Q1: 2,117,644 shares; 2025Q2: 2,254,127 shares; 2025Q3: 2,377,033 shares; 2025Q4: 2,519,884 shares; 2026Q1: 2,408,781 shares 2,408,781 $85.6M 5.99% -111,103 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: 2,524,409 shares; 2024Q4: 2,424,853 shares; 2025Q1: 2,174,573 shares; 2025Q2: 2,118,305 shares; 2025Q3: 2,039,661 shares; 2025Q4: 1,955,734 shares; 2026Q1: 1,697,812 shares 1,697,812 $57.7M 4.04% -257,922 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120,251 shares; 2024Q4: 1,212,974 shares; 2025Q1: 1,294,201 shares; 2025Q2: 1,261,123 shares; 2025Q3: 1,252,031 shares; 2025Q4: 1,238,418 shares; 2026Q1: 1,221,023 shares 1,221,023 $48.2M 3.37% -17,395 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,426,103 shares; 2024Q4: 1,309,467 shares; 2025Q1: 1,317,986 shares; 2025Q2: 1,305,885 shares; 2025Q3: 1,349,331 shares; 2025Q4: 1,416,991 shares; 2026Q1: 1,359,289 shares 1,359,289 $26.5M 1.86% -57,702 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: 584,033 shares; 2024Q4: 648,217 shares; 2025Q1: 629,018 shares; 2025Q2: 670,487 shares; 2025Q3: 698,108 shares; 2025Q4: 699,869 shares; 2026Q1: 332,888 shares 332,888 $23.6M 1.65% -366,981 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: 109,278 shares; 2024Q4: 90,803 shares; 2025Q1: 99,679 shares; 2025Q2: 98,703 shares; 2025Q3: 97,457 shares; 2025Q4: 96,560 shares; 2026Q1: 71,879 shares 71,879 $18.2M 1.28% -24,681 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 728,382 shares; 2024Q4: 706,510 shares; 2025Q1: 735,086 shares; 2025Q2: 748,053 shares; 2025Q3: 792,627 shares; 2025Q4: 882,010 shares; 2026Q1: 842,024 shares 842,024 $16.5M 1.16% -39,986 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: 163,256 shares; 2024Q4: 117,027 shares; 2025Q1: 112,425 shares; 2025Q2: 114,756 shares; 2025Q3: 109,625 shares; 2025Q4: 108,619 shares; 2026Q1: 92,118 shares 92,118 $16.1M 1.13% -16,501 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 600,010 shares; 2024Q4: 540,959 shares; 2025Q1: 544,618 shares; 2025Q2: 567,164 shares; 2025Q3: 594,095 shares; 2025Q4: 792,335 shares; 2026Q1: 769,824 shares 769,824 $15.7M 1.1% -22,511 Timeline MDYV 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: 285,278 shares; 2024Q4: 277,358 shares; 2025Q1: 226,016 shares; 2025Q2: 222,564 shares; 2025Q3: 234,133 shares; 2025Q4: 232,310 shares; 2026Q1: 151,326 shares 151,326 $12.9M 0.9% -80,984 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472,225 shares; 2024Q4: 486,746 shares; 2025Q1: 495,581 shares; 2025Q2: 513,953 shares; 2025Q3: 552,493 shares; 2025Q4: 616,952 shares; 2026Q1: 660,260 shares 660,260 $12.3M 0.86% +43,308 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,513 shares; 2024Q4: 411,441 shares; 2025Q1: 443,325 shares; 2025Q2: 459,417 shares; 2025Q3: 502,991 shares; 2025Q4: 645,966 shares; 2026Q1: 717,414 shares 717,414 $12M 0.84% +71,448 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: 48,899 shares; 2024Q4: 39,894 shares; 2025Q1: 38,530 shares; 2025Q2: 38,381 shares; 2025Q3: 37,459 shares; 2025Q4: 36,684 shares; 2026Q1: 31,835 shares 31,835 $11.8M 0.83% -4,849 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: 53,049 shares; 2024Q4: 38,507 shares; 2025Q1: 37,058 shares; 2025Q2: 37,100 shares; 2025Q3: 35,937 shares; 2025Q4: 35,508 shares; 2026Q1: 34,047 shares 34,047 $10.5M 0.74% -1,461 Timeline SLYV 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: 142,621 shares; 2024Q4: 129,863 shares; 2025Q1: 112,588 shares; 2025Q2: 118,833 shares; 2025Q3: 116,589 shares; 2025Q4: 111,605 shares; 2026Q1: 111,199 shares 111,199 $10.5M 0.74% -406 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: 106,978 shares; 2024Q4: 86,664 shares; 2025Q1: 82,828 shares; 2025Q2: 81,133 shares; 2025Q3: 80,214 shares; 2025Q4: 81,842 shares; 2026Q1: 74,773 shares 74,773 $9.29M 0.65% -7,069 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: 306,604 shares; 2024Q4: 401,496 shares; 2025Q1: 409,820 shares; 2025Q2: 415,339 shares; 2025Q3: 405,836 shares; 2025Q4: 355,323 shares; 2026Q1: 361,084 shares 361,084 $9.26M 0.65% +5,761 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,682 shares; 2024Q4: 266,873 shares; 2025Q1: 336,542 shares; 2025Q2: 360,661 shares; 2025Q3: 402,238 shares; 2025Q4: 496,329 shares; 2026Q1: 526,220 shares 526,220 $8.66M 0.61% +29,891 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: 17,223 shares; 2024Q4: 14,091 shares; 2025Q1: 13,751 shares; 2025Q2: 13,808 shares; 2025Q3: 13,544 shares; 2025Q4: 13,983 shares; 2026Q1: 11,452 shares 11,452 $8.11M 0.57% -2,531 Timeline IBTG 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: 89,748 shares; 2024Q4: 16,129 shares; 2025Q1: 27,872 shares; 2025Q2: 30,938 shares; 2025Q3: 64,509 shares; 2025Q4: 271,240 shares; 2026Q1: 346,921 shares 346,921 $7.95M 0.56% +75,681 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: 48,447 shares; 2024Q4: 40,472 shares; 2025Q1: 33,113 shares; 2025Q2: 34,630 shares; 2025Q3: 31,641 shares; 2025Q4: 30,744 shares; 2026Q1: 26,861 shares 26,861 $7.9M 0.55% -3,883 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: 57,416 shares; 2024Q4: 50,961 shares; 2025Q1: 49,957 shares; 2025Q2: 47,792 shares; 2025Q3: 46,434 shares; 2025Q4: 46,121 shares; 2026Q1: 37,337 shares 37,337 $7.78M 0.54% -8,784 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: 134,887 shares; 2024Q4: 260,853 shares; 2025Q1: 259,290 shares; 2025Q2: 256,140 shares; 2025Q3: 252,419 shares; 2025Q4: 250,924 shares; 2026Q1: 261,648 shares 261,648 $7.61M 0.53% +10,724 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: 134,265 shares; 2024Q4: 110,417 shares; 2025Q1: 97,489 shares; 2025Q2: 118,356 shares; 2025Q3: 117,633 shares; 2025Q4: 112,613 shares; 2026Q1: 108,353 shares 108,353 $7.6M 0.53% -4,260 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,656 shares; 2024Q4: 117,932 shares; 2025Q1: 176,342 shares; 2025Q2: 191,201 shares; 2025Q3: 231,226 shares; 2025Q4: 316,959 shares; 2026Q1: 358,319 shares 358,319 $7.38M 0.52% +41,360 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: 56,330 shares; 2024Q4: 44,726 shares; 2025Q1: 43,459 shares; 2025Q2: 47,223 shares; 2025Q3: 49,355 shares; 2025Q4: 48,715 shares; 2026Q1: 42,373 shares 42,373 $7.19M 0.5% -6,342 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: 123,302 shares; 2024Q4: 106,544 shares; 2025Q1: 83,264 shares; 2025Q2: 83,367 shares; 2025Q3: 81,294 shares; 2025Q4: 79,723 shares; 2026Q1: 78,778 shares 78,778 $7.13M 0.5% -945 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: 261,066 shares; 2024Q4: 235,641 shares; 2025Q1: 211,779 shares; 2025Q2: 210,451 shares; 2025Q3: 207,352 shares; 2025Q4: 204,549 shares; 2026Q1: 181,852 shares 181,852 $6.96M 0.49% -22,697 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: 28,720 shares; 2024Q4: 28,822 shares; 2025Q1: 27,900 shares; 2025Q2: 27,774 shares; 2025Q3: 26,275 shares; 2025Q4: 25,985 shares; 2026Q1: 24,084 shares 24,084 $6.91M 0.48% -1,901 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: 10,630 shares; 2024Q4: 7,932 shares; 2025Q1: 7,545 shares; 2025Q2: 7,519 shares; 2025Q3: 7,382 shares; 2025Q4: 74,328 shares; 2026Q1: 70,233 shares 70,233 $6.75M 0.47% -4,095 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: 8,263 shares; 2024Q4: 10,509 shares; 2025Q1: 10,346 shares; 2025Q2: 11,203 shares; 2025Q3: 11,455 shares; 2025Q4: 12,043 shares; 2026Q1: 10,371 shares 10,371 $6.74M 0.47% -1,672 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: 50,452 shares; 2024Q4: 42,577 shares; 2025Q1: 47,057 shares; 2025Q2: 49,185 shares; 2025Q3: 52,192 shares; 2025Q4: 51,725 shares; 2026Q1: 50,770 shares 50,770 $6.73M 0.47% -955 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: 31,361 shares; 2024Q4: 26,306 shares; 2025Q1: 25,335 shares; 2025Q2: 24,881 shares; 2025Q3: 23,754 shares; 2025Q4: 24,189 shares; 2026Q1: 21,663 shares 21,663 $6.55M 0.46% -2,526 Timeline BSCX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,836 shares; 2024Q4: 65,329 shares; 2025Q1: 118,582 shares; 2025Q2: 128,620 shares; 2025Q3: 153,258 shares; 2025Q4: 225,063 shares; 2026Q1: 267,433 shares 267,433 $5.66M 0.4% +42,370 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: 7,156 shares; 2024Q4: 7,100 shares; 2025Q1: 7,485 shares; 2025Q2: 8,091 shares; 2025Q3: 9,683 shares; 2025Q4: 9,912 shares; 2026Q1: 9,310 shares 9,310 $5.56M 0.39% -602 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: 10,421 shares; 2024Q4: 7,804 shares; 2025Q1: 7,363 shares; 2025Q2: 7,293 shares; 2025Q3: 7,180 shares; 2025Q4: 7,213 shares; 2026Q1: 6,495 shares 6,495 $5.49M 0.38% -718 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,885 shares; 2024Q4: 38,460 shares; 2025Q1: 50,997 shares; 2025Q2: 53,683 shares; 2025Q3: 92,154 shares; 2025Q4: 198,025 shares; 2026Q1: 241,854 shares 241,854 $5.42M 0.38% +43,829 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: 112,490 shares; 2024Q4: 99,378 shares; 2025Q1: 81,933 shares; 2025Q2: 81,517 shares; 2025Q3: 80,039 shares; 2025Q4: 78,716 shares; 2026Q1: 75,162 shares 75,162 $5.24M 0.37% -3,554 Timeline IJS 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: 94,409 shares; 2024Q4: 86,208 shares; 2025Q1: 81,663 shares; 2025Q2: 79,860 shares; 2025Q3: 79,526 shares; 2025Q4: 77,424 shares; 2026Q1: 41,689 shares 41,689 $4.94M 0.35% -35,735 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: 19,440 shares; 2024Q4: 29,538 shares; 2025Q1: 34,725 shares; 2025Q2: 35,925 shares; 2025Q3: 48,853 shares; 2025Q4: 52,180 shares; 2026Q1: 58,877 shares 58,877 $4.92M 0.34% +6,697 Timeline BSMQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,592 shares; 2024Q4: 109,792 shares; 2025Q1: 114,873 shares; 2025Q2: 131,581 shares; 2025Q3: 147,998 shares; 2025Q4: 181,064 shares; 2026Q1: 204,265 shares 204,265 $4.83M 0.34% +23,201 Timeline IBTJ 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: 13,105 shares; 2024Q4: 14,452 shares; 2025Q1: 16,809 shares; 2025Q2: 20,430 shares; 2025Q3: 54,436 shares; 2025Q4: 151,272 shares; 2026Q1: 218,511 shares 218,511 $4.77M 0.33% +67,239 Timeline IBTI 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: 89,748 shares; 2024Q4: 6,154 shares; 2025Q1: 9,266 shares; 2025Q2: 12,142 shares; 2025Q3: 46,646 shares; 2025Q4: 157,804 shares; 2026Q1: 208,368 shares 208,368 $4.64M 0.33% +50,564 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: 14,619 shares; 2024Q4: 10,089 shares; 2025Q1: 9,444 shares; 2025Q2: 9,247 shares; 2025Q3: 9,057 shares; 2025Q4: 8,746 shares; 2026Q1: 7,999 shares 7,999 $4.58M 0.32% -747 Timeline IBTK 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: 366 shares; 2024Q4: 366 shares; 2025Q1: 2,978 shares; 2025Q2: 3,384 shares; 2025Q3: 43,296 shares; 2025Q4: 160,490 shares; 2026Q1: 229,620 shares 229,620 $4.53M 0.32% +69,130 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: 7,669 shares; 2024Q4: 6,216 shares; 2025Q1: 6,034 shares; 2025Q2: 6,047 shares; 2025Q3: 5,438 shares; 2025Q4: 5,322 shares; 2026Q1: 4,481 shares 4,481 $4.46M 0.31% -841 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: 25,656 shares; 2024Q4: 20,627 shares; 2025Q1: 19,901 shares; 2025Q2: 19,747 shares; 2025Q3: 18,428 shares; 2025Q4: 18,420 shares; 2026Q1: 14,616 shares 14,616 $4.42M 0.31% -3,804 Timeline IBTM 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: 311 shares; 2024Q4: 469 shares; 2025Q1: 725 shares; 2025Q2: 1,106 shares; 2025Q3: 3,333 shares; 2025Q4: 108,595 shares; 2026Q1: 189,016 shares 189,016 $4.33M 0.3% +80,421 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,984 shares 8,984 $4.31M 0.3% new Timeline IBTL 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: 354 shares; 2024Q4: 354 shares; 2025Q1: 632 shares; 2025Q2: 1,044 shares; 2025Q3: 34,733 shares; 2025Q4: 143,426 shares; 2026Q1: 210,507 shares 210,507 $4.29M 0.3% +67,081 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: 34,515 shares; 2024Q4: 136,271 shares; 2025Q1: 134,446 shares; 2025Q2: 134,549 shares; 2025Q3: 124,739 shares; 2025Q4: 127,897 shares; 2026Q1: 142,807 shares 142,807 $4.16M 0.29% +14,910 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: 27,570 shares; 2024Q4: 27,689 shares; 2025Q1: 28,435 shares; 2025Q2: 30,990 shares; 2025Q3: 31,280 shares; 2025Q4: 30,837 shares; 2026Q1: 12,855 shares 12,855 $4.12M 0.29% -17,982 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: 122,312 shares; 2024Q4: 110,298 shares; 2025Q1: 92,072 shares; 2025Q2: 92,603 shares; 2025Q3: 90,188 shares; 2025Q4: 87,342 shares; 2026Q1: 28,277 shares 28,277 $4.03M 0.28% -59,065 Timeline DFSI 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: 132,761 shares; 2024Q4: 129,427 shares; 2025Q1: 111,476 shares; 2025Q2: 112,255 shares; 2025Q3: 110,038 shares; 2025Q4: 109,271 shares; 2026Q1: 92,749 shares 92,749 $3.93M 0.28% -16,522 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: 22,593 shares; 2024Q4: 13,387 shares; 2025Q1: 15,273 shares; 2025Q2: 13,937 shares; 2025Q3: 17,410 shares; 2025Q4: 16,965 shares; 2026Q1: 15,688 shares 15,688 $3.83M 0.27% -1,277 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: 42,016 shares; 2024Q4: 33,906 shares; 2025Q1: 32,064 shares; 2025Q2: 31,629 shares; 2025Q3: 30,217 shares; 2025Q4: 30,600 shares; 2026Q1: 25,975 shares 25,975 $3.82M 0.27% -4,625 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: 27,162 shares; 2024Q4: 17,958 shares; 2025Q1: 17,309 shares; 2025Q2: 17,704 shares; 2025Q3: 17,325 shares; 2025Q4: 17,163 shares; 2026Q1: 13,135 shares 13,135 $3.78M 0.26% -4,028 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: 7,265 shares; 2024Q4: 5,050 shares; 2025Q1: 4,506 shares; 2025Q2: 4,740 shares; 2025Q3: 4,332 shares; 2025Q4: 4,336 shares; 2026Q1: 4,073 shares 4,073 $3.75M 0.26% -263 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: 25,232 shares; 2024Q4: 16,977 shares; 2025Q1: 16,504 shares; 2025Q2: 16,653 shares; 2025Q3: 17,902 shares; 2025Q4: 18,415 shares; 2026Q1: 15,140 shares 15,140 $3.67M 0.26% -3,275 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: 61,890 shares; 2024Q4: 211,490 shares; 2025Q1: 131,071 shares; 2025Q2: 135,596 shares; 2025Q3: 128,905 shares; 2025Q4: 125,424 shares; 2026Q1: 143,455 shares 143,455 $3.6M 0.25% +18,031 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,110 shares; 2024Q4: 16,041 shares; 2025Q1: 15,470 shares; 2025Q2: 15,632 shares; 2025Q3: 14,717 shares; 2025Q4: 14,800 shares; 2026Q1: 12,335 shares 12,335 $3.6M 0.25% -2,465 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: 4,027 shares; 2024Q4: 5,152 shares; 2025Q1: 5,282 shares; 2025Q2: 5,274 shares; 2025Q3: 12,153 shares; 2025Q4: 14,669 shares; 2026Q1: 17,016 shares 17,016 $3.59M 0.25% +2,347 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: 17,557 shares; 2024Q4: 13,506 shares; 2025Q1: 13,285 shares; 2025Q2: 13,094 shares; 2025Q3: 12,465 shares; 2025Q4: 12,404 shares; 2026Q1: 11,307 shares 11,307 $3.51M 0.25% -1,097 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,466 shares; 2024Q4: 6,498 shares; 2025Q1: 5,699 shares; 2025Q2: 5,719 shares; 2025Q3: 5,126 shares; 2025Q4: 5,171 shares; 2026Q1: 5,329 shares 5,329 $3.48M 0.24% +158 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: 60,998 shares; 2024Q4: 47,061 shares; 2025Q1: 47,591 shares; 2025Q2: 51,607 shares; 2025Q3: 53,315 shares; 2025Q4: 50,630 shares; 2026Q1: 45,229 shares 45,229 $3.44M 0.24% -5,401 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: 23,627 shares; 2024Q4: 22,107 shares; 2025Q1: 21,430 shares; 2025Q2: 21,706 shares; 2025Q3: 21,509 shares; 2025Q4: 20,850 shares; 2026Q1: 17,543 shares 17,543 $3.38M 0.24% -3,307 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: 4,791 shares; 2024Q4: 4,765 shares; 2025Q1: 5,086 shares; 2025Q2: 4,625 shares; 2025Q3: 5,428 shares; 2025Q4: 5,373 shares; 2026Q1: 5,837 shares 5,837 $3.37M 0.24% +464 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: 67,982 shares; 2024Q4: 48,894 shares; 2025Q1: 46,853 shares; 2025Q2: 48,880 shares; 2025Q3: 47,583 shares; 2025Q4: 49,420 shares; 2026Q1: 42,268 shares 42,268 $3.28M 0.23% -7,152 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: 40,280 shares; 2024Q4: 40,613 shares; 2025Q1: 40,220 shares; 2025Q2: 46,853 shares; 2025Q3: 41,593 shares; 2025Q4: 41,767 shares; 2026Q1: 47,745 shares 47,745 $3.06M 0.21% +5,978 Timeline BSCY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,575 shares; 2025Q2: 20,731 shares; 2025Q3: 43,697 shares; 2025Q4: 108,896 shares; 2026Q1: 146,987 shares 146,987 $3.04M 0.21% +38,091 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: 15,870 shares; 2024Q4: 13,235 shares; 2025Q1: 11,942 shares; 2025Q2: 12,181 shares; 2025Q3: 11,358 shares; 2025Q4: 10,794 shares; 2026Q1: 8,790 shares 8,790 $2.89M 0.2% -2,004 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,723 shares; 2024Q4: 86,059 shares; 2025Q1: 105,006 shares; 2025Q2: 106,949 shares; 2025Q3: 108,639 shares; 2025Q4: 138,717 shares; 2026Q1: 121,741 shares 121,741 $2.88M 0.2% -16,976 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: 5,741 shares; 2024Q4: 8,059 shares; 2025Q1: 8,059 shares; 2025Q2: 8,059 shares; 2025Q3: 6,098 shares; 2025Q4: 6,068 shares; 2026Q1: 6,132 shares 6,132 $2.84M 0.2% +64 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: 25,521 shares; 2024Q4: 32,660 shares; 2025Q1: 33,925 shares; 2025Q2: 41,815 shares; 2025Q3: 46,599 shares; 2025Q4: 48,168 shares; 2026Q1: 52,366 shares 52,366 $2.83M 0.2% +4,198 Timeline DFSE 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: 93,595 shares; 2024Q4: 87,582 shares; 2025Q1: 80,193 shares; 2025Q2: 80,064 shares; 2025Q3: 83,062 shares; 2025Q4: 85,379 shares; 2026Q1: 65,540 shares 65,540 $2.78M 0.19% -19,839 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: 8,458 shares; 2024Q4: 6,042 shares; 2025Q1: 5,604 shares; 2025Q2: 5,760 shares; 2025Q3: 5,725 shares; 2025Q4: 5,563 shares; 2026Q1: 5,467 shares 5,467 $2.73M 0.19% -96 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: 17,243 shares; 2024Q4: 15,594 shares; 2025Q1: 16,152 shares; 2025Q2: 17,247 shares; 2025Q3: 17,408 shares; 2025Q4: 18,391 shares; 2026Q1: 18,743 shares 18,743 $2.71M 0.19% +352 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: 16,953 shares; 2024Q4: 11,145 shares; 2025Q1: 11,208 shares; 2025Q2: 11,617 shares; 2025Q3: 11,433 shares; 2025Q4: 10,972 shares; 2026Q1: 7,594 shares 7,594 $2.67M 0.19% -3,378 Timeline DFSU 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: 74,124 shares; 2024Q4: 77,666 shares; 2025Q1: 84,280 shares; 2025Q2: 81,257 shares; 2025Q3: 85,682 shares; 2025Q4: 84,799 shares; 2026Q1: 64,988 shares 64,988 $2.67M 0.19% -19,811 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: 12,642 shares; 2024Q4: 11,849 shares; 2025Q1: 12,535 shares; 2025Q2: 14,164 shares; 2025Q3: 13,659 shares; 2025Q4: 13,129 shares; 2026Q1: 13,167 shares 13,167 $2.58M 0.18% +38 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 319 shares; 2025Q1: 343 shares; 2025Q2: 327 shares; 2025Q3: 319 shares; 2025Q4: 466 shares; 2026Q1: 27,218 shares 27,218 $2.57M 0.18% +26,752 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,227 shares; 2024Q4: 76,834 shares; 2025Q1: 87,836 shares; 2025Q2: 100,346 shares; 2025Q3: 99,541 shares; 2025Q4: 122,008 shares; 2026Q1: 108,647 shares 108,647 $2.54M 0.18% -13,361 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: 18,098 shares; 2024Q4: 17,295 shares; 2025Q1: 17,061 shares; 2025Q2: 18,796 shares; 2025Q3: 18,749 shares; 2025Q4: 19,682 shares; 2026Q1: 17,491 shares 17,491 $2.54M 0.18% -2,191 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,999 shares; 2024Q4: 97,092 shares; 2025Q1: 89,133 shares; 2025Q2: 89,121 shares; 2025Q3: 86,876 shares; 2025Q4: 85,994 shares; 2026Q1: 52,173 shares 52,173 $2.45M 0.17% -33,821 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: 22,217 shares; 2024Q4: 21,769 shares; 2025Q1: 22,489 shares; 2025Q2: 21,983 shares; 2025Q3: 18,260 shares; 2025Q4: 18,820 shares; 2026Q1: 18,442 shares 18,442 $2.44M 0.17% -378 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: 22,886 shares; 2024Q4: 16,933 shares; 2025Q1: 15,624 shares; 2025Q2: 14,730 shares; 2025Q3: 14,964 shares; 2025Q4: 14,194 shares; 2026Q1: 11,728 shares 11,728 $2.43M 0.17% -2,466 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: 19,284 shares; 2024Q4: 13,968 shares; 2025Q1: 14,017 shares; 2025Q2: 24,307 shares; 2025Q3: 22,976 shares; 2025Q4: 22,627 shares; 2026Q1: 21,412 shares 21,412 $2.37M 0.17% -1,215 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,520 shares; 2024Q4: 4,520 shares; 2025Q1: 4,520 shares; 2025Q2: 4,520 shares; 2025Q3: 4,520 shares; 2025Q4: 4,520 shares; 2026Q1: 4,520 shares 4,520 $2.22M 0.16% 0 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: 5,494 shares; 2024Q4: 5,655 shares; 2025Q1: 5,659 shares; 2025Q2: 5,632 shares; 2025Q3: 5,516 shares; 2025Q4: 5,373 shares; 2026Q1: 6,093 shares 6,093 $2.17M 0.15% +720 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: 34,443 shares; 2024Q4: 24,946 shares; 2025Q1: 22,273 shares; 2025Q2: 21,468 shares; 2025Q3: 21,075 shares; 2025Q4: 17,777 shares; 2026Q1: 14,918 shares 14,918 $2.15M 0.15% -2,859 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $2.14M 0.15% 0 Timeline DEW 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: 30,569 shares; 2024Q4: 31,127 shares; 2025Q1: 31,401 shares; 2025Q2: 31,957 shares; 2025Q3: 31,606 shares; 2025Q4: 31,606 shares; 2026Q1: 31,784 shares 31,784 $2.11M 0.15% +178 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: 5,038 shares; 2024Q4: 4,761 shares; 2025Q1: 4,528 shares; 2025Q2: 4,846 shares; 2025Q3: 5,068 shares; 2025Q4: 4,700 shares; 2026Q1: 4,824 shares 4,824 $2.11M 0.15% +124 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: 26,809 shares; 2024Q4: 60,196 shares; 2025Q1: 56,422 shares; 2025Q2: 63,394 shares; 2025Q3: 58,609 shares; 2025Q4: 57,996 shares; 2026Q1: 67,814 shares 67,814 $2.08M 0.15% +9,818 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: 16,621 shares; 2024Q4: 10,932 shares; 2025Q1: 10,260 shares; 2025Q2: 10,226 shares; 2025Q3: 10,137 shares; 2025Q4: 9,961 shares; 2026Q1: 9,737 shares 9,737 $2.05M 0.14% -224 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: 46,777 shares; 2024Q4: 31,359 shares; 2025Q1: 21,696 shares; 2025Q2: 20,248 shares; 2025Q3: 21,692 shares; 2025Q4: 18,815 shares; 2026Q1: 16,841 shares 16,841 $2.03M 0.14% -1,974 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: 63,692 shares; 2024Q4: 49,491 shares; 2025Q1: 43,910 shares; 2025Q2: 43,360 shares; 2025Q3: 42,197 shares; 2025Q4: 44,099 shares; 2026Q1: 42,913 shares 42,913 $2.02M 0.14% -1,186 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: 16,214 shares; 2024Q4: 11,826 shares; 2025Q1: 11,068 shares; 2025Q2: 11,780 shares; 2025Q3: 11,100 shares; 2025Q4: 10,716 shares; 2026Q1: 8,960 shares 8,960 $1.95M 0.14% -1,756 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: 11,957 shares; 2024Q4: 7,481 shares; 2025Q1: 8,493 shares; 2025Q2: 8,022 shares; 2025Q3: 7,904 shares; 2025Q4: 8,437 shares; 2026Q1: 8,064 shares 8,064 $1.91M 0.13% -373 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: 5,137 shares; 2024Q4: 5,048 shares; 2025Q1: 5,048 shares; 2025Q2: 5,498 shares; 2025Q3: 5,476 shares; 2025Q4: 5,423 shares; 2026Q1: 4,466 shares 4,466 $1.9M 0.13% -957 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: 15,579 shares; 2024Q4: 10,879 shares; 2025Q1: 10,724 shares; 2025Q2: 10,453 shares; 2025Q3: 9,946 shares; 2025Q4: 9,667 shares; 2026Q1: 8,398 shares 8,398 $1.9M 0.13% -1,269 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: 26,295 shares; 2024Q4: 25,045 shares; 2025Q1: 23,087 shares; 2025Q2: 25,080 shares; 2025Q3: 24,378 shares; 2025Q4: 23,155 shares; 2026Q1: 23,123 shares 23,123 $1.86M 0.13% -32 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: 34,469 shares; 2024Q4: 66,977 shares; 2025Q1: 62,010 shares; 2025Q2: 63,048 shares; 2025Q3: 59,103 shares; 2025Q4: 58,601 shares; 2026Q1: 74,588 shares 74,588 $1.85M 0.13% +15,987 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: 32,342 shares; 2024Q4: 85,685 shares; 2025Q1: 73,237 shares; 2025Q2: 73,186 shares; 2025Q3: 72,489 shares; 2025Q4: 67,883 shares; 2026Q1: 60,087 shares 60,087 $1.83M 0.13% -7,796 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: 13,753 shares; 2024Q4: 11,227 shares; 2025Q1: 10,758 shares; 2025Q2: 9,139 shares; 2025Q3: 8,071 shares; 2025Q4: 8,270 shares; 2026Q1: 6,698 shares 6,698 $1.81M 0.13% -1,572 Timeline IXUS 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: 34,760 shares; 2024Q4: 32,831 shares; 2025Q1: 22,876 shares; 2025Q2: 22,800 shares; 2025Q3: 22,483 shares; 2025Q4: 21,916 shares; 2026Q1: 20,474 shares 20,474 $1.77M 0.12% -1,442 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,481 shares; 2024Q4: 6,421 shares; 2025Q1: 12,638 shares; 2025Q2: 13,520 shares; 2025Q3: 15,708 shares; 2025Q4: 13,431 shares; 2026Q1: 12,515 shares 12,515 $1.74M 0.12% -916 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,717 shares; 2024Q4: 52,132 shares; 2025Q1: 60,240 shares; 2025Q2: 65,779 shares; 2025Q3: 64,320 shares; 2025Q4: 69,041 shares; 2026Q1: 74,984 shares 74,984 $1.73M 0.12% +5,943 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: 65,592 shares; 2024Q4: 61,942 shares; 2025Q1: 60,289 shares; 2025Q2: 61,055 shares; 2025Q3: 57,402 shares; 2025Q4: 58,084 shares; 2026Q1: 59,412 shares 59,412 $1.72M 0.12% +1,328 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: 6,210 shares; 2024Q4: 5,310 shares; 2025Q1: 5,193 shares; 2025Q2: 5,305 shares; 2025Q3: 5,254 shares; 2025Q4: 5,276 shares; 2026Q1: 4,813 shares 4,813 $1.72M 0.12% -463 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: 12,448 shares; 2024Q4: 14,779 shares; 2025Q1: 12,412 shares; 2025Q2: 12,428 shares; 2025Q3: 12,444 shares; 2025Q4: 10,968 shares; 2026Q1: 11,305 shares 11,305 $1.71M 0.12% +337 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,769 shares; 2024Q4: 5,759 shares; 2025Q1: 5,769 shares; 2025Q2: 6,813 shares; 2025Q3: 6,813 shares; 2025Q4: 6,312 shares; 2026Q1: 5,049 shares 5,049 $1.71M 0.12% -1,263 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: 15,982 shares; 2024Q4: 15,982 shares; 2025Q1: 15,982 shares; 2025Q2: 20,073 shares; 2025Q3: 20,073 shares; 2025Q4: 18,754 shares; 2026Q1: 31,754 shares 31,754 $1.68M 0.12% +13,000 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: 10,997 shares; 2024Q4: 12,024 shares; 2025Q1: 12,373 shares; 2025Q2: 13,488 shares; 2025Q3: 13,409 shares; 2025Q4: 13,472 shares; 2026Q1: 13,466 shares 13,466 $1.67M 0.12% -6 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: 5,122 shares; 2024Q4: 8,189 shares; 2025Q1: 5,750 shares; 2025Q2: 6,373 shares; 2025Q3: 5,875 shares; 2025Q4: 5,799 shares; 2026Q1: 11,207 shares 11,207 $1.66M 0.12% +5,408 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: 3,838 shares; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,838 shares; 2025Q4: 3,838 shares; 2026Q1: 4,389 shares 4,389 $1.63M 0.11% +551 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: 5,031 shares; 2024Q4: 4,880 shares; 2025Q1: 4,695 shares; 2025Q2: 4,608 shares; 2025Q3: 4,492 shares; 2025Q4: 5,056 shares; 2026Q1: 4,709 shares 4,709 $1.62M 0.11% -347 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: 59,214 shares; 2024Q4: 33,537 shares; 2025Q1: 32,211 shares; 2025Q2: 37,196 shares; 2025Q3: 40,760 shares; 2025Q4: 36,826 shares; 2026Q1: 31,617 shares 31,617 $1.59M 0.11% -5,209 Timeline TLTE 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: 27,172 shares; 2024Q4: 25,955 shares; 2025Q1: 25,188 shares; 2025Q2: 25,127 shares; 2025Q3: 25,127 shares; 2025Q4: 25,113 shares; 2026Q1: 23,535 shares 23,535 $1.58M 0.11% -1,578 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: 69,026 shares; 2024Q4: 40,733 shares; 2025Q1: 40,794 shares; 2025Q2: 39,931 shares; 2025Q3: 36,433 shares; 2025Q4: 35,421 shares; 2026Q1: 32,099 shares 32,099 $1.56M 0.11% -3,322 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,014 shares; 2024Q4: 4,213 shares; 2025Q1: 4,912 shares; 2025Q2: 7,582 shares; 2025Q3: 7,580 shares; 2025Q4: 7,825 shares; 2026Q1: 7,686 shares 7,686 $1.56M 0.11% -139 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: 19,938 shares; 2024Q4: 18,985 shares; 2025Q1: 15,996 shares; 2025Q2: 15,725 shares; 2025Q3: 17,022 shares; 2025Q4: 16,787 shares; 2026Q1: 21,951 shares 21,951 $1.56M 0.11% +5,164 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: 23,528 shares; 2024Q4: 16,739 shares; 2025Q1: 15,408 shares; 2025Q2: 11,322 shares; 2025Q3: 10,862 shares; 2025Q4: 8,148 shares; 2026Q1: 7,614 shares 7,614 $1.48M 0.1% -534 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,040 shares; 2024Q4: 35,634 shares; 2025Q1: 38,347 shares; 2025Q2: 59,367 shares; 2025Q3: 61,687 shares; 2025Q4: 80,344 shares; 2026Q1: 66,798 shares 66,798 $1.46M 0.1% -13,546 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: 5,638 shares; 2024Q4: 6,888 shares; 2025Q1: 7,391 shares; 2025Q2: 7,556 shares; 2025Q3: 9,463 shares; 2025Q4: 10,415 shares; 2026Q1: 9,907 shares 9,907 $1.44M 0.1% -508 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: 6,678 shares; 2024Q4: 6,538 shares; 2025Q1: 7,168 shares; 2025Q2: 7,615 shares; 2025Q3: 7,608 shares; 2025Q4: 7,612 shares; 2026Q1: 6,634 shares 6,634 $1.42M 0.1% -978 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,132 shares; 2024Q4: 2,939 shares; 2025Q1: 2,834 shares; 2025Q2: 2,893 shares; 2025Q3: 3,040 shares; 2025Q4: 14,032 shares; 2026Q1: 13,421 shares 13,421 $1.4M 0.1% -611 Timeline FNDC 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: 40,834 shares; 2024Q4: 38,214 shares; 2025Q1: 35,680 shares; 2025Q2: 32,866 shares; 2025Q3: 31,712 shares; 2025Q4: 31,036 shares; 2026Q1: 30,213 shares 30,213 $1.4M 0.1% -823 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: 6,275 shares; 2024Q4: 6,565 shares; 2025Q1: 4,393 shares; 2025Q2: 4,201 shares; 2025Q3: 4,198 shares; 2025Q4: 4,136 shares; 2026Q1: 4,719 shares 4,719 $1.36M 0.09% +583 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,070 shares; 2024Q4: 10,263 shares; 2025Q1: 9,275 shares; 2025Q2: 10,150 shares; 2025Q3: 8,299 shares; 2025Q4: 15,593 shares; 2026Q1: 15,704 shares 15,704 $1.34M 0.09% +111 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,266 shares; 2024Q4: 4,186 shares; 2025Q1: 10,373 shares; 2025Q2: 15,624 shares; 2025Q3: 15,130 shares; 2025Q4: 14,980 shares; 2026Q1: 14,395 shares 14,395 $1.31M 0.09% -585 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,580 shares; 2024Q4: 12,100 shares; 2025Q1: 12,110 shares; 2025Q2: 12,487 shares; 2025Q3: 12,468 shares; 2025Q4: 11,302 shares; 2026Q1: 11,093 shares 11,093 $1.26M 0.09% -209 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: 5,043 shares; 2024Q4: 4,819 shares; 2025Q1: 4,372 shares; 2025Q2: 4,422 shares; 2025Q3: 4,543 shares; 2025Q4: 4,525 shares; 2026Q1: 3,857 shares 3,857 $1.26M 0.09% -668 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: 21,753 shares; 2024Q4: 11,815 shares; 2025Q1: 9,425 shares; 2025Q2: 8,404 shares; 2025Q3: 8,909 shares; 2025Q4: 9,166 shares; 2026Q1: 7,899 shares 7,899 $1.23M 0.09% -1,267 Timeline AVES 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: 25,046 shares; 2024Q4: 25,041 shares; 2025Q1: 25,012 shares; 2025Q2: 23,832 shares; 2025Q3: 22,258 shares; 2025Q4: 20,589 shares; 2026Q1: 20,448 shares 20,448 $1.23M 0.09% -141 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: 8,472 shares; 2024Q4: 8,366 shares; 2025Q1: 7,583 shares; 2025Q2: 7,460 shares; 2025Q3: 8,822 shares; 2025Q4: 7,377 shares; 2026Q1: 7,301 shares 7,301 $1.2M 0.08% -76 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,204 shares; 2024Q4: 38,548 shares; 2025Q1: 38,256 shares; 2025Q2: 38,620 shares; 2025Q3: 37,115 shares; 2025Q4: 35,050 shares; 2026Q1: 31,360 shares 31,360 $1.19M 0.08% -3,690 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: 84,229 shares; 2024Q4: 49,365 shares; 2025Q1: 43,483 shares; 2025Q2: 33,730 shares; 2025Q3: 32,136 shares; 2025Q4: 30,852 shares; 2026Q1: 26,827 shares 26,827 $1.18M 0.08% -4,025 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: 9,966 shares; 2024Q4: 5,935 shares; 2025Q1: 5,231 shares; 2025Q2: 5,124 shares; 2025Q3: 5,134 shares; 2025Q4: 4,904 shares; 2026Q1: 4,533 shares 4,533 $1.18M 0.08% -371 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: 3,301 shares; 2024Q4: 2,735 shares; 2025Q1: 2,514 shares; 2025Q2: 2,536 shares; 2025Q3: 2,376 shares; 2025Q4: 2,385 shares; 2026Q1: 1,934 shares 1,934 $1.17M 0.08% -451 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: 9,745 shares; 2024Q4: 6,205 shares; 2025Q1: 6,007 shares; 2025Q2: 5,945 shares; 2025Q3: 5,505 shares; 2025Q4: 5,926 shares; 2026Q1: 6,236 shares 6,236 $1.16M 0.08% +310 Timeline SPTM 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: 19,214 shares; 2024Q4: 19,214 shares; 2025Q1: 19,214 shares; 2025Q2: 18,970 shares; 2025Q3: 18,963 shares; 2025Q4: 18,321 shares; 2026Q1: 14,554 shares 14,554 $1.15M 0.08% -3,767 Timeline FNDA 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: 18,478 shares; 2024Q4: 36,454 shares; 2025Q1: 34,656 shares; 2025Q2: 34,609 shares; 2025Q3: 38,378 shares; 2025Q4: 37,460 shares; 2026Q1: 35,379 shares 35,379 $1.15M 0.08% -2,081 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,611 shares; 2024Q4: 5,880 shares; 2025Q1: 5,745 shares; 2025Q2: 5,832 shares; 2025Q3: 5,853 shares; 2025Q4: 5,811 shares; 2026Q1: 5,712 shares 5,712 $1.13M 0.08% -99 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: 29,688 shares; 2024Q4: 20,977 shares; 2025Q1: 19,796 shares; 2025Q2: 19,086 shares; 2025Q3: 17,038 shares; 2025Q4: 17,018 shares; 2026Q1: 11,654 shares 11,654 $1.12M 0.08% -5,364 Timeline AVDV 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: 13,635 shares; 2024Q4: 12,854 shares; 2025Q1: 13,259 shares; 2025Q2: 13,059 shares; 2025Q3: 12,312 shares; 2025Q4: 11,717 shares; 2026Q1: 11,116 shares 11,116 $1.11M 0.08% -601 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: 14,276 shares; 2024Q4: 4,241 shares; 2025Q1: 3,282 shares; 2025Q2: 3,742 shares; 2025Q3: 4,264 shares; 2025Q4: 4,845 shares; 2026Q1: 4,211 shares 4,211 $1.1M 0.08% -634 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,908 shares; 2024Q4: 25,049 shares; 2025Q1: 24,390 shares; 2025Q2: 25,267 shares; 2025Q3: 21,516 shares; 2025Q4: 20,643 shares; 2026Q1: 13,864 shares 13,864 $1.09M 0.08% -6,779 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: 2,309 shares; 2024Q4: 2,063 shares; 2025Q1: 2,081 shares; 2025Q2: 2,166 shares; 2025Q3: 2,156 shares; 2025Q4: 2,139 shares; 2026Q1: 1,906 shares 1,906 $1.07M 0.08% -233 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: 19,548 shares; 2024Q4: 18,899 shares; 2025Q1: 17,348 shares; 2025Q2: 17,141 shares; 2025Q3: 16,744 shares; 2025Q4: 16,700 shares; 2026Q1: 16,534 shares 16,534 $1.07M 0.07% -166 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,832 shares; 2024Q4: 13,416 shares; 2025Q1: 12,732 shares; 2025Q2: 12,888 shares; 2025Q3: 12,388 shares; 2025Q4: 12,315 shares; 2026Q1: 11,093 shares 11,093 $1.06M 0.07% -1,222 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: 6,889 shares; 2024Q4: 6,603 shares; 2025Q1: 6,418 shares; 2025Q2: 6,988 shares; 2025Q3: 7,025 shares; 2025Q4: 6,963 shares; 2026Q1: 5,811 shares 5,811 $1.06M 0.07% -1,152 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 168 shares; 2024Q4: 2,759 shares; 2025Q1: 951 shares; 2025Q2: 1,649 shares; 2025Q3: 1,681 shares; 2025Q4: 6,183 shares; 2026Q1: 9,875 shares 9,875 $1.06M 0.07% +3,692 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,284 shares; 2024Q4: 2,810 shares; 2025Q1: 3,136 shares; 2025Q2: 3,989 shares; 2025Q3: 4,113 shares; 2025Q4: 4,498 shares; 2026Q1: 3,211 shares 3,211 $1.03M 0.07% -1,287 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: 6,856 shares; 2024Q4: 7,286 shares; 2025Q1: 7,011 shares; 2025Q2: 9,146 shares; 2025Q3: 9,226 shares; 2025Q4: 9,018 shares; 2026Q1: 10,406 shares 10,406 $1.01M 0.07% +1,388 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: 963 shares; 2024Q4: 2,889 shares; 2025Q1: 2,889 shares; 2025Q2: 4,689 shares; 2025Q3: 4,971 shares; 2025Q4: 4,971 shares; 2026Q1: 31,707 shares 31,707 $982K 0.07% +26,736 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: 10,853 shares; 2024Q4: 6,547 shares; 2025Q1: 6,437 shares; 2025Q2: 6,425 shares; 2025Q3: 5,540 shares; 2025Q4: 6,141 shares; 2026Q1: 4,815 shares 4,815 $958K 0.07% -1,326 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: 4,121 shares; 2024Q4: 3,200 shares; 2025Q1: 3,076 shares; 2025Q2: 3,047 shares; 2025Q3: 3,036 shares; 2025Q4: 2,811 shares; 2026Q1: 2,577 shares 2,577 $958K 0.07% -234 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: 2,025 shares; 2024Q4: 1,678 shares; 2025Q1: 1,763 shares; 2025Q2: 1,762 shares; 2025Q3: 1,942 shares; 2025Q4: 1,814 shares; 2026Q1: 1,387 shares 1,387 $946K 0.07% -427 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: 13,465 shares; 2024Q4: 13,111 shares; 2025Q1: 12,934 shares; 2025Q2: 13,070 shares; 2025Q3: 12,337 shares; 2025Q4: 12,337 shares; 2026Q1: 12,631 shares 12,631 $939K 0.07% +294 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,296 shares; 2024Q4: 4,296 shares; 2025Q1: 4,296 shares; 2025Q2: 4,296 shares; 2025Q3: 4,296 shares; 2025Q4: 4,296 shares; 2026Q1: 4,296 shares 4,296 $928K 0.06% 0 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: 11,942 shares; 2024Q4: 10,543 shares; 2025Q1: 7,322 shares; 2025Q2: 7,284 shares; 2025Q3: 6,867 shares; 2025Q4: 6,984 shares; 2026Q1: 4,175 shares 4,175 $907K 0.06% -2,809 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,211 shares; 2024Q4: 6,857 shares; 2025Q1: 5,918 shares; 2025Q2: 7,184 shares; 2025Q3: 7,181 shares; 2025Q4: 7,180 shares; 2026Q1: 17,306 shares 17,306 $900K 0.06% +10,126 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,986 shares; 2024Q4: 6,473 shares; 2025Q1: 5,540 shares; 2025Q2: 5,575 shares; 2025Q3: 5,577 shares; 2025Q4: 5,489 shares; 2026Q1: 5,250 shares 5,250 $899K 0.06% -239 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: 1,081 shares; 2025Q1: 1,035 shares; 2025Q2: 1,397 shares; 2025Q3: 1,142 shares; 2025Q4: 1,067 shares; 2026Q1: 931 shares 931 $895K 0.06% -136 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: 2,568 shares; 2024Q4: 2,659 shares; 2025Q1: 2,771 shares; 2025Q2: 2,767 shares; 2025Q3: 2,739 shares; 2025Q4: 1,925 shares; 2026Q1: 1,789 shares 1,789 $887K 0.06% -136 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: 1,635 shares; 2024Q4: 1,635 shares; 2025Q1: 1,634 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,637 shares 1,637 $881K 0.06% +1 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: 1,455 shares; 2024Q4: 1,109 shares; 2025Q1: 1,753 shares; 2025Q2: 1,753 shares; 2025Q3: 1,786 shares; 2025Q4: 1,692 shares; 2026Q1: 2,046 shares 2,046 $880K 0.06% +354 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: 3,790 shares; 2024Q4: 3,278 shares; 2025Q1: 2,755 shares; 2025Q2: 3,250 shares; 2025Q3: 3,261 shares; 2025Q4: 3,164 shares; 2026Q1: 3,958 shares 3,958 $851K 0.06% +794 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,754 shares; 2024Q4: 12,390 shares; 2025Q1: 10,921 shares; 2025Q2: 29,728 shares; 2025Q3: 31,814 shares; 2025Q4: 22,873 shares; 2026Q1: 15,982 shares 15,982 $844K 0.06% -6,891 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: 15,412 shares; 2024Q4: 14,657 shares; 2025Q1: 14,870 shares; 2025Q2: 15,441 shares; 2025Q3: 17,857 shares; 2025Q4: 14,108 shares; 2026Q1: 11,066 shares 11,066 $831K 0.06% -3,042 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: 17,388 shares; 2024Q4: 17,332 shares; 2025Q1: 17,346 shares; 2025Q2: 17,332 shares; 2025Q3: 17,332 shares; 2025Q4: 16,799 shares; 2026Q1: 16,095 shares 16,095 $827K 0.06% -704 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: 11,169 shares; 2024Q4: 11,169 shares; 2025Q1: 11,169 shares; 2025Q2: 11,169 shares; 2025Q3: 11,169 shares; 2025Q4: 11,169 shares; 2026Q1: 11,169 shares 11,169 $817K 0.06% 0 Timeline EZM 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: 11,963 shares; 2024Q4: 11,963 shares; 2025Q1: 11,963 shares; 2025Q2: 11,963 shares; 2025Q3: 11,963 shares; 2025Q4: 11,963 shares; 2026Q1: 11,963 shares 11,963 $804K 0.06% 0 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: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,674 shares; 2025Q2: 2,707 shares; 2025Q3: 2,657 shares; 2025Q4: 2,657 shares; 2026Q1: 2,657 shares 2,657 $803K 0.06% 0 Timeline USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,094 shares; 2024Q4: 7,412 shares; 2025Q1: 7,755 shares; 2025Q2: 8,074 shares; 2025Q3: 8,310 shares; 2025Q4: 8,666 shares; 2026Q1: 8,412 shares 8,412 $802K 0.06% -254 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: 12,108 shares; 2024Q4: 12,940 shares; 2025Q1: 11,460 shares; 2025Q2: 14,252 shares; 2025Q3: 13,479 shares; 2025Q4: 11,285 shares; 2026Q1: 8,769 shares 8,769 $786K 0.06% -2,516 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,001 shares; 2024Q4: 5,536 shares; 2025Q1: 5,073 shares; 2025Q2: 5,397 shares; 2025Q3: 5,364 shares; 2025Q4: 5,397 shares; 2026Q1: 5,014 shares 5,014 $780K 0.05% -383 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: 8,377 shares; 2024Q4: 8,377 shares; 2025Q1: 8,489 shares; 2025Q2: 9,364 shares; 2025Q3: 8,489 shares; 2025Q4: 8,328 shares; 2026Q1: 8,370 shares 8,370 $776K 0.05% +42 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,213 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,213 shares; 2025Q3: 4,120 shares; 2025Q4: 4,120 shares; 2026Q1: 4,187 shares 4,187 $760K 0.05% +67 Timeline SCHE 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: 47,857 shares; 2024Q4: 44,285 shares; 2025Q1: 22,278 shares; 2025Q2: 22,180 shares; 2025Q3: 24,542 shares; 2025Q4: 22,633 shares; 2026Q1: 22,687 shares 22,687 $748K 0.05% +54 Timeline EDIV 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: 30,925 shares; 2024Q4: 28,461 shares; 2025Q1: 22,487 shares; 2025Q2: 22,294 shares; 2025Q3: 22,232 shares; 2025Q4: 21,986 shares; 2026Q1: 18,892 shares 18,892 $746K 0.05% -3,094 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: 757 shares; 2024Q4: 570 shares; 2025Q1: 557 shares; 2025Q2: 567 shares; 2025Q3: 530 shares; 2025Q4: 577 shares; 2026Q1: 560 shares 560 $740K 0.05% -17 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: 10,305 shares; 2024Q4: 10,261 shares; 2025Q1: 10,279 shares; 2025Q2: 10,336 shares; 2025Q3: 10,379 shares; 2025Q4: 9,252 shares; 2026Q1: 9,301 shares 9,301 $729K 0.05% +49 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 811 shares; 2024Q4: 1,408 shares; 2025Q1: 13,293 shares; 2025Q2: 15,092 shares; 2025Q3: 16,397 shares; 2025Q4: 16,407 shares; 2026Q1: 18,871 shares 18,871 $725K 0.05% +2,464 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.05% 0 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: 18,331 shares; 2024Q4: 9,673 shares; 2025Q1: 9,245 shares; 2025Q2: 9,221 shares; 2025Q3: 8,916 shares; 2025Q4: 8,863 shares; 2026Q1: 6,923 shares 6,923 $711K 0.05% -1,940 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,244 shares; 2024Q4: 8,314 shares; 2025Q1: 7,753 shares; 2025Q2: 7,632 shares; 2025Q3: 7,634 shares; 2025Q4: 7,324 shares; 2026Q1: 7,315 shares 7,315 $707K 0.05% -9 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: 595 shares; 2024Q4: 600 shares; 2025Q1: 605 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 624 shares; 2026Q1: 608 shares 608 $705K 0.05% -16 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,107 shares; 2024Q4: 4,478 shares; 2025Q1: 4,234 shares; 2025Q2: 4,318 shares; 2025Q3: 4,236 shares; 2025Q4: 4,218 shares; 2026Q1: 4,291 shares 4,291 $704K 0.05% +73 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,870 shares; 2024Q4: 1,919 shares; 2025Q1: 2,053 shares; 2025Q2: 2,648 shares; 2025Q3: 2,646 shares; 2025Q4: 3,526 shares; 2026Q1: 2,397 shares 2,397 $702K 0.05% -1,129 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: 5,099 shares; 2024Q4: 4,376 shares; 2025Q1: 3,402 shares; 2025Q2: 3,634 shares; 2025Q3: 2,931 shares; 2025Q4: 2,973 shares; 2026Q1: 3,618 shares 3,618 $686K 0.05% +645 Timeline AVSE 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: 16,622 shares; 2024Q4: 14,551 shares; 2025Q1: 9,649 shares; 2025Q2: 10,980 shares; 2025Q3: 9,961 shares; 2025Q4: 10,106 shares; 2026Q1: 10,199 shares 10,199 $679K 0.05% +93 Timeline VSGX 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: 3,684 shares; 2024Q4: 4,522 shares; 2025Q1: 4,787 shares; 2025Q2: 5,055 shares; 2025Q3: 8,001 shares; 2025Q4: 9,259 shares; 2026Q1: 9,400 shares 9,400 $674K 0.05% +141 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: 6,443 shares; 2024Q4: 4,544 shares; 2025Q1: 4,235 shares; 2025Q2: 4,423 shares; 2025Q3: 3,925 shares; 2025Q4: 3,363 shares; 2026Q1: 2,765 shares 2,765 $672K 0.05% -598 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: 51,976 shares; 2024Q4: 40,856 shares; 2025Q1: 26,862 shares; 2025Q2: 25,799 shares; 2025Q3: 26,381 shares; 2025Q4: 25,920 shares; 2026Q1: 14,680 shares 14,680 $668K 0.05% -11,240 Timeline RSPH 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: 17,685 shares; 2024Q4: 17,685 shares; 2025Q1: 17,685 shares; 2025Q2: 17,685 shares; 2025Q3: 17,685 shares; 2025Q4: 21,825 shares; 2026Q1: 21,825 shares 21,825 $659K 0.05% 0 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,707 shares; 2024Q4: 2,412 shares; 2025Q1: 3,082 shares; 2025Q2: 7,487 shares; 2025Q3: 7,076 shares; 2025Q4: 7,076 shares; 2026Q1: 19,241 shares 19,241 $651K 0.05% +12,165 Timeline DON 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: 12,303 shares; 2024Q4: 12,303 shares; 2025Q1: 12,303 shares; 2025Q2: 12,503 shares; 2025Q3: 12,303 shares; 2025Q4: 12,303 shares; 2026Q1: 12,303 shares 12,303 $646K 0.05% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8 shares; 2024Q4: 8 shares; 2025Q1: 11 shares; 2025Q2: 11 shares; 2025Q3: 8 shares; 2025Q4: 1,976 shares; 2026Q1: 1,976 shares 1,976 $646K 0.05% 0 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: 9,437 shares; 2024Q4: 9,228 shares; 2025Q1: 9,052 shares; 2025Q2: 9,052 shares; 2025Q3: 8,991 shares; 2025Q4: 9,186 shares; 2026Q1: 9,122 shares 9,122 $645K 0.05% -64 Timeline PDN 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: 16,080 shares; 2024Q4: 15,196 shares; 2025Q1: 14,914 shares; 2025Q2: 14,348 shares; 2025Q3: 15,199 shares; 2025Q4: 15,245 shares; 2026Q1: 14,718 shares 14,718 $638K 0.04% -527 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,146 shares; 2024Q4: 4,732 shares; 2025Q1: 1,355 shares; 2025Q2: 4,418 shares; 2025Q3: 1,944 shares; 2025Q4: 1,494 shares; 2026Q1: 5,206 shares 5,206 $631K 0.04% +3,712 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: 780 shares; 2024Q4: 784 shares; 2025Q1: 619 shares; 2025Q2: 688 shares; 2025Q3: 702 shares; 2025Q4: 705 shares; 2026Q1: 679 shares 679 $608K 0.04% -26 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: 12,937 shares; 2024Q4: 26,833 shares; 2025Q1: 21,892 shares; 2025Q2: 29,678 shares; 2025Q3: 24,015 shares; 2025Q4: 23,756 shares; 2026Q1: 20,951 shares 20,951 $588K 0.04% -2,805 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 696 shares; 2025Q1: 1,077 shares; 2025Q2: 555 shares; 2025Q3: 78 shares; 2025Q4: 3,295 shares; 2026Q1: 3,794 shares 3,794 $581K 0.04% +499 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,995 shares; 2024Q4: 17,365 shares; 2025Q1: 16,848 shares; 2025Q2: 41,289 shares; 2025Q3: 46,179 shares; 2025Q4: 49,093 shares; 2026Q1: 27,783 shares 27,783 $580K 0.04% -21,310 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 8,983 shares; 2025Q2: 8,983 shares; 2025Q3: 9,021 shares; 2025Q4: 9,021 shares; 2026Q1: 8,755 shares 8,755 $579K 0.04% -266 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: 2,342 shares; 2024Q4: 2,268 shares; 2025Q1: 1,850 shares; 2025Q2: 1,382 shares; 2025Q3: 1,432 shares; 2025Q4: 1,434 shares; 2026Q1: 1,163 shares 1,163 $572K 0.04% -271 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: 1,153 shares; 2024Q4: 1,419 shares; 2025Q1: 1,293 shares; 2025Q2: 2,515 shares; 2025Q3: 1,836 shares; 2025Q4: 1,113 shares; 2026Q1: 2,129 shares 2,129 $568K 0.04% +1,016 Timeline XVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,454 shares; 2024Q4: 11,454 shares; 2025Q1: 11,454 shares; 2025Q2: 11,454 shares; 2025Q3: 11,454 shares; 2025Q4: 11,454 shares; 2026Q1: 11,454 shares 11,454 $564K 0.04% 0 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: 2,790 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares; 2025Q3: 2,804 shares; 2025Q4: 2,804 shares; 2026Q1: 2,610 shares 2,610 $558K 0.04% -194 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: 10,533 shares; 2024Q4: 10,830 shares; 2025Q1: 7,795 shares; 2025Q2: 7,734 shares; 2025Q3: 7,475 shares; 2025Q4: 8,517 shares; 2026Q1: 7,225 shares 7,225 $553K 0.04% -1,292 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: 13,027 shares; 2024Q4: 7,304 shares; 2025Q1: 6,859 shares; 2025Q2: 5,833 shares; 2025Q3: 5,343 shares; 2025Q4: 4,271 shares; 2026Q1: 4,264 shares 4,264 $549K 0.04% -7 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: 3,100 shares; 2024Q4: 2,921 shares; 2025Q1: 2,832 shares; 2025Q2: 2,783 shares; 2025Q3: 1,193 shares; 2025Q4: 1,149 shares; 2026Q1: 2,755 shares 2,755 $546K 0.04% +1,606 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,489 shares; 2024Q4: 1,451 shares; 2025Q1: 1,335 shares; 2025Q2: 1,409 shares; 2025Q3: 1,435 shares; 2025Q4: 1,353 shares; 2026Q1: 1,353 shares 1,353 $528K 0.04% 0 Timeline PKW 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: 3,982 shares; 2024Q4: 3,982 shares; 2025Q1: 3,982 shares; 2025Q2: 3,982 shares; 2025Q3: 3,982 shares; 2025Q4: 4,019 shares; 2026Q1: 4,019 shares 4,019 $527K 0.04% 0 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 6,333 shares; 2026Q1: 4,570 shares 4,570 $527K 0.04% -1,763 Timeline DFLV 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: 14,222 shares; 2024Q4: 14,222 shares; 2025Q1: 14,275 shares; 2025Q2: 14,335 shares; 2025Q3: 14,392 shares; 2025Q4: 14,443 shares; 2026Q1: 14,491 shares 14,491 $517K 0.04% +48 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: 22,294 shares; 2024Q4: 21,852 shares; 2025Q1: 21,852 shares; 2025Q2: 21,125 shares; 2025Q3: 20,632 shares; 2025Q4: 20,639 shares; 2026Q1: 10,401 shares 10,401 $509K 0.04% -10,238 Timeline BSJT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,665 shares; 2025Q3: 9,665 shares; 2025Q4: 9,665 shares; 2026Q1: 23,856 shares 23,856 $502K 0.04% +14,191 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,359 shares; 2024Q4: 84,463 shares; 2025Q1: 77,383 shares; 2025Q2: 14,573 shares; 2025Q3: 12,147 shares; 2025Q4: 13,443 shares; 2026Q1: 28,264 shares 28,264 $480K 0.03% +14,821 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: 10,664 shares; 2024Q4: 5,503 shares; 2025Q1: 5,363 shares; 2025Q2: 5,427 shares; 2025Q3: 5,363 shares; 2025Q4: 5,363 shares; 2026Q1: 5,363 shares 5,363 $473K 0.03% 0 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: 70 shares; 2024Q4: 2,070 shares; 2025Q1: 9,951 shares; 2025Q2: 10,110 shares; 2025Q3: 10,110 shares; 2025Q4: 10,282 shares; 2026Q1: 10,282 shares 10,282 $469K 0.03% 0 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: 5,980 shares; 2024Q4: 5,839 shares; 2025Q1: 6,359 shares; 2025Q2: 6,562 shares; 2025Q3: 5,747 shares; 2025Q4: 6,537 shares; 2026Q1: 6,937 shares 6,937 $468K 0.03% +400 Timeline XJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,483 shares; 2024Q4: 10,483 shares; 2025Q1: 10,483 shares; 2025Q2: 10,756 shares; 2025Q3: 10,756 shares; 2025Q4: 10,756 shares; 2026Q1: 10,756 shares 10,756 $468K 0.03% 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: 2,279 shares; 2024Q4: 2,255 shares; 2025Q1: 2,355 shares; 2025Q2: 2,442 shares; 2025Q3: 2,418 shares; 2025Q4: 2,421 shares; 2026Q1: 2,439 shares 2,439 $468K 0.03% +18 Timeline BSMW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,879 shares; 2024Q4: 7,497 shares; 2025Q1: 7,635 shares; 2025Q2: 32,342 shares; 2025Q3: 36,309 shares; 2025Q4: 39,455 shares; 2026Q1: 18,161 shares 18,161 $451K 0.03% -21,294 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: 4,202 shares; 2024Q4: 4,564 shares; 2025Q1: 3,913 shares; 2025Q2: 4,364 shares; 2025Q3: 4,222 shares; 2025Q4: 4,022 shares; 2026Q1: 3,406 shares 3,406 $450K 0.03% -616 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 2,173 shares; 2025Q1: 2,046 shares; 2025Q2: 2,114 shares; 2025Q3: 2,079 shares; 2025Q4: 1,860 shares; 2026Q1: 1,034 shares 1,034 $447K 0.03% -826 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: 3,647 shares; 2024Q4: 3,647 shares; 2025Q1: 3,647 shares; 2025Q2: 3,647 shares; 2025Q3: 3,679 shares; 2025Q4: 3,647 shares; 2026Q1: 3,647 shares 3,647 $436K 0.03% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,932 shares; 2024Q4: 1,828 shares; 2025Q1: 1,828 shares; 2025Q2: 1,805 shares; 2025Q3: 1,805 shares; 2025Q4: 1,805 shares; 2026Q1: 1,805 shares 1,805 $422K 0.03% 0 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: 1,744 shares; 2024Q4: 1,812 shares; 2025Q1: 1,599 shares; 2025Q2: 1,526 shares; 2025Q3: 1,526 shares; 2025Q4: 1,434 shares; 2026Q1: 2,214 shares 2,214 $420K 0.03% +780 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: 415 shares; 2024Q4: 420 shares; 2025Q1: 444 shares; 2025Q2: 496 shares; 2025Q3: 423 shares; 2025Q4: 924 shares; 2026Q1: 1,226 shares 1,226 $419K 0.03% +302 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: 4,451 shares; 2024Q4: 4,111 shares; 2025Q1: 3,923 shares; 2025Q2: 5,096 shares; 2025Q3: 5,096 shares; 2025Q4: 5,046 shares; 2026Q1: 4,869 shares 4,869 $413K 0.03% -177 Timeline DFAW 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: 1,064 shares; 2025Q2: 1,356 shares; 2025Q3: 1,285 shares; 2025Q4: 1,650 shares; 2026Q1: 5,515 shares 5,515 $407K 0.03% +3,865 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,965 shares; 2024Q4: 3,888 shares; 2025Q1: 3,820 shares; 2025Q2: 3,895 shares; 2025Q3: 4,992 shares; 2025Q4: 1,996 shares; 2026Q1: 1,955 shares 1,955 $407K 0.03% -41 Timeline ISCV 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: 102 shares; 2024Q4: 102 shares; 2025Q1: 5,713 shares; 2025Q2: 5,741 shares; 2025Q3: 5,771 shares; 2025Q4: 5,811 shares; 2026Q1: 5,833 shares 5,833 $405K 0.03% +22 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: 9,478 shares; 2024Q4: 2,667 shares; 2025Q1: 2,677 shares; 2025Q2: 2,677 shares; 2025Q3: 5,011 shares; 2025Q4: 5,011 shares; 2026Q1: 4,947 shares 4,947 $400K 0.03% -64 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: 10,507 shares; 2024Q4: 10,345 shares; 2025Q1: 9,844 shares; 2025Q2: 9,468 shares; 2025Q3: 9,468 shares; 2025Q4: 9,303 shares; 2026Q1: 9,303 shares 9,303 $393K 0.03% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 976 shares; 2024Q4: 3,067 shares; 2025Q1: 3,055 shares; 2025Q2: 3,117 shares; 2025Q3: 3,149 shares; 2025Q4: 3,149 shares; 2026Q1: 2,349 shares 2,349 $377K 0.03% -800 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: 2,978 shares; 2024Q4: 2,978 shares; 2025Q1: 3,881 shares; 2025Q2: 3,893 shares; 2025Q3: 4,023 shares; 2025Q4: 4,027 shares; 2026Q1: 2,522 shares 2,522 $368K 0.03% -1,505 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: 3,029 shares; 2024Q4: 3,029 shares; 2025Q1: 3,029 shares; 2025Q2: 3,029 shares; 2025Q3: 3,029 shares; 2025Q4: 3,029 shares; 2026Q1: 3,581 shares 3,581 $366K 0.03% +552 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: 71 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 26 shares; 2025Q4: 26 shares; 2026Q1: 4,402 shares 4,402 $364K 0.03% +4,376 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: 367 shares; 2024Q4: 367 shares; 2025Q1: 553 shares; 2025Q2: 653 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 572 shares 572 $353K 0.02% -50 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,594 shares; 2025Q1: 1,999 shares; 2025Q2: 2,130 shares; 2025Q3: 6,223 shares; 2025Q4: 5,895 shares; 2026Q1: 5,895 shares 5,895 $348K 0.02% 0 Timeline DGRS 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: 6,424 shares; 2024Q4: 6,424 shares; 2025Q1: 6,424 shares; 2025Q2: 6,424 shares; 2025Q3: 6,424 shares; 2025Q4: 6,424 shares; 2026Q1: 6,424 shares 6,424 $340K 0.02% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,757 shares; 2024Q4: 3,196 shares; 2025Q1: 3,181 shares; 2025Q2: 3,040 shares; 2025Q3: 3,042 shares; 2025Q4: 3,043 shares; 2026Q1: 2,991 shares 2,991 $339K 0.02% -52 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,012 shares; 2024Q4: 1,012 shares; 2025Q1: 1,012 shares; 2025Q2: 1,024 shares; 2025Q3: 1,012 shares; 2025Q4: 1,012 shares; 2026Q1: 1,048 shares 1,048 $333K 0.02% +36 Timeline 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: 3,755 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,755 shares; 2025Q3: 3,991 shares; 2025Q4: 3,984 shares; 2026Q1: 3,984 shares 3,984 $328K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,642 shares; 2024Q4: 12,798 shares; 2025Q1: 12,805 shares; 2025Q2: 12,800 shares; 2025Q3: 10,987 shares; 2025Q4: 10,393 shares; 2026Q1: 10,243 shares 10,243 $328K 0.02% -150 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares; 2025Q1: 1,307 shares; 2025Q2: 1,307 shares; 2025Q3: 1,307 shares; 2025Q4: 1,307 shares; 2026Q1: 1,307 shares 1,307 $328K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,238 shares; 2024Q4: 1,238 shares; 2025Q1: 1,238 shares; 2025Q2: 1,238 shares; 2025Q3: 1,238 shares; 2025Q4: 1,238 shares; 2026Q1: 1,238 shares 1,238 $319K 0.02% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,289 shares; 2024Q4: 4,450 shares; 2025Q1: 4,450 shares; 2025Q2: 4,450 shares; 2025Q3: 4,698 shares; 2025Q4: 4,608 shares; 2026Q1: 4,373 shares 4,373 $318K 0.02% -235 Timeline PFI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,973 shares; 2024Q4: 5,973 shares; 2025Q1: 5,973 shares; 2025Q2: 5,973 shares; 2025Q3: 5,973 shares; 2025Q4: 5,973 shares; 2026Q1: 5,973 shares 5,973 $318K 0.02% 0 Timeline EMXF 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: 6,662 shares; 2024Q4: 6,552 shares; 2025Q1: 6,552 shares; 2025Q2: 6,552 shares; 2025Q3: 6,552 shares; 2025Q4: 6,552 shares; 2026Q1: 6,552 shares 6,552 $313K 0.02% 0 Timeline XJH 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: 982 shares; 2024Q4: 2,014 shares; 2025Q1: 1,425 shares; 2025Q2: 3,690 shares; 2025Q3: 6,005 shares; 2025Q4: 6,971 shares; 2026Q1: 6,876 shares 6,876 $312K 0.02% -95 Timeline SCHC 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: 5,769 shares; 2024Q4: 5,715 shares; 2025Q1: 5,715 shares; 2025Q2: 5,717 shares; 2025Q3: 6,537 shares; 2025Q4: 6,566 shares; 2026Q1: 6,566 shares 6,566 $307K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 778 shares; 2024Q4: 778 shares; 2025Q1: 739 shares; 2025Q2: 809 shares; 2025Q3: 859 shares; 2025Q4: 859 shares; 2026Q1: 774 shares 774 $303K 0.02% -85 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: 9,400 shares; 2024Q4: 3,978 shares; 2025Q1: 3,257 shares; 2025Q2: 3,143 shares; 2025Q3: 3,791 shares; 2025Q4: 3,849 shares; 2026Q1: 3,260 shares 3,260 $303K 0.02% -589 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,706 shares; 2024Q4: 1,643 shares; 2025Q1: 1,643 shares; 2025Q2: 2,341 shares; 2025Q3: 1,643 shares; 2025Q4: 1,643 shares; 2026Q1: 2,618 shares 2,618 $296K 0.02% +975 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 843 shares; 2025Q1: 813 shares; 2025Q2: 983 shares; 2025Q3: 884 shares; 2025Q4: 833 shares; 2026Q1: 872 shares 872 $295K 0.02% +39 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,240 shares; 2024Q4: 2,243 shares; 2025Q1: 2,243 shares; 2025Q2: 2,243 shares; 2025Q3: 2,243 shares; 2025Q4: 2,243 shares; 2026Q1: 2,170 shares 2,170 $293K 0.02% -73 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: 4,412 shares; 2024Q4: 4,541 shares; 2025Q1: 4,321 shares; 2025Q2: 9,131 shares; 2025Q3: 5,093 shares; 2025Q4: 4,385 shares; 2026Q1: 3,637 shares 3,637 $290K 0.02% -748 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: 28,524 shares; 2024Q4: 22,296 shares; 2025Q1: 21,076 shares; 2025Q2: 28,059 shares; 2025Q3: 23,186 shares; 2025Q4: 15,391 shares; 2026Q1: 10,067 shares 10,067 $289K 0.02% -5,324 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: 1,690 shares; 2024Q4: 1,657 shares; 2025Q1: 1,576 shares; 2025Q2: 1,097 shares; 2025Q3: 1,097 shares; 2025Q4: 1,023 shares; 2026Q1: 966 shares 966 $289K 0.02% -57 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: 2,389 shares; 2024Q4: 2,401 shares; 2025Q1: 2,490 shares; 2025Q2: 2,824 shares; 2025Q3: 2,507 shares; 2025Q4: 2,512 shares; 2026Q1: 3,050 shares 3,050 $287K 0.02% +538 Timeline PXH 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: 8,176 shares; 2024Q4: 7,876 shares; 2025Q1: 7,892 shares; 2025Q2: 7,913 shares; 2025Q3: 11,399 shares; 2025Q4: 10,947 shares; 2026Q1: 10,560 shares 10,560 $284K 0.02% -387 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,105 shares; 2024Q4: 1,230 shares; 2025Q1: 1,181 shares; 2025Q2: 1,181 shares; 2025Q3: 1,092 shares; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $278K 0.02% 0 Timeline BSSX INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 716 shares; 2024Q4: 2,420 shares; 2025Q1: 2,320 shares; 2025Q2: 28,404 shares; 2025Q3: 32,838 shares; 2025Q4: 34,139 shares; 2026Q1: 10,754 shares 10,754 $273K 0.02% -23,385 Timeline BSJS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,350 shares; 2025Q3: 4,350 shares; 2025Q4: 4,350 shares; 2026Q1: 12,598 shares 12,598 $273K 0.02% +8,248 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 1,370 shares; 2025Q1: 1,370 shares; 2025Q2: 1,370 shares; 2025Q3: 1,390 shares; 2025Q4: 2,274 shares; 2026Q1: 2,295 shares 2,295 $272K 0.02% +21 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,013 shares; 2024Q4: 1,013 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,768 shares 7,768 $272K 0.02% 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: 1,373 shares 1,373 $271K 0.02% new Timeline XMLV 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: 4,275 shares; 2024Q4: 4,275 shares; 2025Q1: 4,275 shares; 2025Q2: 4,275 shares; 2025Q3: 4,275 shares; 2025Q4: 4,275 shares; 2026Q1: 4,275 shares 4,275 $269K 0.02% 0 Timeline BFOR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,236 shares; 2024Q4: 3,236 shares; 2025Q1: 3,236 shares; 2025Q2: 3,236 shares; 2025Q3: 3,236 shares; 2025Q4: 3,236 shares; 2026Q1: 3,236 shares 3,236 $269K 0.02% 0 Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 1,636 shares; 2025Q1: 1,636 shares; 2025Q2: 1,636 shares; 2025Q3: 1,636 shares; 2025Q4: 1,636 shares; 2026Q1: 1,642 shares 1,642 $268K 0.02% +6 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: 1,300 shares; 2024Q4: 1,168 shares; 2025Q1: 1,281 shares; 2025Q2: 1,924 shares; 2025Q3: 1,885 shares; 2025Q4: 921 shares; 2026Q1: 920 shares 920 $267K 0.02% -1 Timeline IYG 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: 3,213 shares; 2024Q4: 3,213 shares; 2025Q1: 3,213 shares; 2025Q2: 3,213 shares; 2025Q3: 3,213 shares; 2025Q4: 3,213 shares; 2026Q1: 3,213 shares 3,213 $266K 0.02% 0 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: 6,446 shares; 2024Q4: 14,487 shares; 2025Q1: 6,612 shares; 2025Q2: 7,053 shares; 2025Q3: 6,733 shares; 2025Q4: 4,336 shares; 2026Q1: 4,355 shares 4,355 $264K 0.02% +19 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,700 shares; 2025Q1: 1,700 shares; 2025Q2: 1,700 shares; 2025Q3: 1,700 shares; 2025Q4: 1,700 shares; 2026Q1: 1,700 shares 1,700 $257K 0.02% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,192 shares; 2024Q4: 5,192 shares; 2025Q1: 5,192 shares; 2025Q2: 5,254 shares; 2025Q3: 5,192 shares; 2025Q4: 5,192 shares; 2026Q1: 2,625 shares 2,625 $254K 0.02% -2,567 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,185 shares; 2024Q4: 957 shares; 2025Q1: 807 shares; 2025Q2: 820 shares; 2025Q3: 816 shares; 2025Q4: 800 shares; 2026Q1: 763 shares 763 $251K 0.02% -37 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,936 shares; 2024Q4: 5,138 shares; 2025Q1: 5,138 shares; 2025Q2: 3,718 shares; 2025Q3: 2,818 shares; 2025Q4: 2,849 shares; 2026Q1: 2,849 shares 2,849 $250K 0.02% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,665 shares; 2024Q4: 3,665 shares; 2025Q1: 3,665 shares; 2025Q2: 3,665 shares; 2025Q3: 3,665 shares; 2025Q4: 3,665 shares; 2026Q1: 3,665 shares 3,665 $250K 0.02% 0 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: 155 shares; 2024Q4: 155 shares; 2025Q1: 201 shares; 2025Q2: 209 shares; 2025Q3: 446 shares; 2025Q4: 558 shares; 2026Q1: 356 shares 356 $248K 0.02% -202 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: 993 shares; 2024Q4: 993 shares; 2025Q1: 993 shares; 2025Q2: 1,005 shares; 2025Q3: 1,025 shares; 2025Q4: 1,367 shares; 2026Q1: 1,841 shares 1,841 $245K 0.02% +474 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,431 shares; 2024Q4: 2,111 shares; 2025Q1: 1,983 shares; 2025Q2: 1,983 shares; 2025Q3: 2,011 shares; 2025Q4: 2,082 shares; 2026Q1: 2,415 shares 2,415 $243K 0.02% +333 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,141 shares; 2024Q4: 5,141 shares; 2025Q1: 5,141 shares; 2025Q2: 5,141 shares; 2025Q3: 5,141 shares; 2025Q4: 5,141 shares; 2026Q1: 5,141 shares 5,141 $242K 0.02% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 667 shares; 2024Q4: 667 shares; 2025Q1: 667 shares; 2025Q2: 667 shares; 2025Q3: 667 shares; 2025Q4: 667 shares; 2026Q1: 667 shares 667 $242K 0.02% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,889 shares; 2024Q4: 22,060 shares; 2025Q1: 18,851 shares; 2025Q2: 14,474 shares; 2025Q3: 13,315 shares; 2025Q4: 8,693 shares; 2026Q1: 5,259 shares 5,259 $241K 0.02% -3,434 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 1,498 shares; 2025Q1: 1,221 shares; 2025Q2: 1,221 shares; 2025Q3: 1,221 shares; 2025Q4: 1,221 shares; 2026Q1: 951 shares 951 $233K 0.02% -270 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 1,669 shares; 2025Q1: 1,669 shares; 2025Q2: 1,640 shares; 2025Q3: 1,778 shares; 2025Q4: 1,484 shares; 2026Q1: 1,577 shares 1,577 $231K 0.02% +93 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,467 shares; 2024Q4: 3,382 shares; 2025Q1: 3,382 shares; 2025Q2: 3,245 shares; 2025Q3: 3,164 shares; 2025Q4: 3,172 shares; 2026Q1: 2,999 shares 2,999 $229K 0.02% -173 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: 667 shares; 2024Q4: 521 shares; 2025Q1: 549 shares; 2025Q2: 567 shares; 2025Q3: 1,028 shares; 2025Q4: 954 shares; 2026Q1: 932 shares 932 $226K 0.02% -22 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: 851 shares; 2024Q4: 2,553 shares; 2025Q1: 2,562 shares; 2025Q2: 2,556 shares; 2025Q3: 9,803 shares; 2025Q4: 9,261 shares; 2026Q1: 7,950 shares 7,950 $221K 0.02% -1,311 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: 2,419 shares; 2024Q4: 2,419 shares; 2025Q1: 2,419 shares; 2025Q2: 2,419 shares; 2025Q3: 2,419 shares; 2025Q4: 2,419 shares; 2026Q1: 2,419 shares 2,419 $221K 0.02% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 248 shares; 2025Q1: 6,300 shares; 2025Q2: 304 shares; 2025Q3: 304 shares; 2025Q4: 304 shares; 2026Q1: 3,740 shares 3,740 $220K 0.02% +3,436 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,577 shares; 2024Q4: 8,577 shares; 2025Q1: 8,577 shares; 2025Q2: 8,577 shares; 2025Q3: 8,577 shares; 2025Q4: 8,577 shares; 2026Q1: 8,577 shares 8,577 $220K 0.02% 0 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $219K 0.02% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,347 shares; 2025Q1: 1,344 shares; 2025Q2: 1,344 shares; 2025Q3: 1,344 shares; 2025Q4: 1,344 shares; 2026Q1: 1,252 shares 1,252 $216K 0.02% -92 Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $213K 0.01% 0 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: 2,152 shares; 2024Q4: 2,152 shares; 2025Q1: 2,152 shares; 2025Q2: 2,152 shares; 2025Q3: 2,086 shares; 2025Q4: 2,086 shares; 2026Q1: 1,560 shares 1,560 $212K 0.01% -526 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,501 shares; 2024Q4: 1,400 shares; 2025Q1: 1,341 shares; 2025Q2: 1,323 shares; 2025Q3: 1,373 shares; 2025Q4: 1,373 shares; 2026Q1: 1,318 shares 1,318 $210K 0.01% -55 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,409 shares; 2024Q4: 5,386 shares; 2025Q1: 5,264 shares; 2025Q2: 5,247 shares; 2025Q3: 4,401 shares; 2025Q4: 4,212 shares; 2026Q1: 3,651 shares 3,651 $206K 0.01% -561 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 221 shares; 2025Q1: 206 shares; 2025Q2: 220 shares; 2025Q3: 200 shares; 2025Q4: 1,785 shares; 2026Q1: 1,758 shares 1,758 $203K 0.01% -27 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: 608 shares; 2024Q4: 756 shares; 2025Q1: 726 shares; 2025Q2: 1,185 shares; 2025Q3: 943 shares; 2025Q4: 943 shares; 2026Q1: 959 shares 959 $197K 0.01% +16 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: 822 shares; 2024Q4: 360 shares; 2025Q1: 449 shares; 2025Q2: 505 shares; 2025Q3: 449 shares; 2025Q4: 785 shares; 2026Q1: 694 shares 694 $197K 0.01% -91 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,966 shares; 2024Q4: 570 shares; 2025Q1: 607 shares; 2025Q2: 570 shares; 2025Q3: 577 shares; 2025Q4: 1,361 shares; 2026Q1: 1,343 shares 1,343 $196K 0.01% -18 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 277 shares; 2025Q1: 277 shares; 2025Q2: 1,270 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 3,782 shares 3,782 $194K 0.01% +3,505 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,028 shares; 2025Q2: 2,028 shares; 2025Q3: 2,028 shares; 2025Q4: 1,728 shares; 2026Q1: 1,552 shares 1,552 $191K 0.01% -176 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: 1,514 shares; 2024Q4: 1,514 shares; 2025Q1: 1,514 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,514 shares; 2026Q1: 1,367 shares 1,367 $189K 0.01% -147 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 712 shares; 2025Q3: 777 shares; 2025Q4: 777 shares; 2026Q1: 777 shares 777 $186K 0.01% 0 Timeline AVXC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 491 shares; 2025Q3: 1,715 shares; 2025Q4: 2,805 shares; 2026Q1: 2,749 shares 2,749 $186K 0.01% -56 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158 shares; 2024Q4: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 358 shares; 2025Q4: 970 shares; 2026Q1: 935 shares 935 $184K 0.01% -35 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 442 shares; 2024Q4: 431 shares; 2025Q1: 469 shares; 2025Q2: 592 shares; 2025Q3: 639 shares; 2025Q4: 629 shares; 2026Q1: 532 shares 532 $184K 0.01% -97 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,162 shares; 2025Q2: 3,162 shares; 2025Q3: 3,162 shares; 2025Q4: 3,162 shares; 2026Q1: 3,162 shares 3,162 $184K 0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138,862 shares; 2024Q4: 21,580 shares; 2025Q1: 7,534 shares; 2025Q2: 7,529 shares; 2025Q3: 7,534 shares; 2025Q4: 7,535 shares; 2026Q1: 7,535 shares 7,535 $183K 0.01% 0 Timeline BSCZ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,731 shares 8,731 $179K 0.01% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 275 shares; 2024Q4: 534 shares; 2025Q1: 491 shares; 2025Q2: 509 shares; 2025Q3: 517 shares; 2025Q4: 426 shares; 2026Q1: 379 shares 379 $175K 0.01% -47 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,318 shares; 2025Q1: 2,318 shares; 2025Q2: 2,318 shares; 2025Q3: 2,318 shares; 2025Q4: 2,318 shares; 2026Q1: 2,318 shares 2,318 $172K 0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 155 shares; 2024Q4: 155 shares; 2025Q1: 154 shares; 2025Q2: 2,310 shares; 2025Q3: 2,295 shares; 2025Q4: 2,295 shares; 2026Q1: 1,860 shares 1,860 $172K 0.01% -435 Timeline BSMY INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 141 shares; 2025Q2: 15,714 shares; 2025Q3: 19,930 shares; 2025Q4: 21,123 shares; 2026Q1: 7,064 shares 7,064 $171K 0.01% -14,059 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: 549 shares; 2024Q4: 509 shares; 2025Q1: 496 shares; 2025Q2: 486 shares; 2025Q3: 637 shares; 2025Q4: 594 shares; 2026Q1: 685 shares 685 $170K 0.01% +91 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: 985 shares; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 787 shares; 2025Q3: 802 shares; 2025Q4: 802 shares; 2026Q1: 732 shares 732 $168K 0.01% -70 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: 4,100 shares; 2024Q4: 4,100 shares; 2025Q1: 4,100 shares; 2025Q2: 4,100 shares; 2025Q3: 2,600 shares; 2025Q4: 2,600 shares; 2026Q1: 2,600 shares 2,600 $167K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 483 shares; 2025Q2: 1,083 shares; 2025Q3: 1,083 shares; 2025Q4: 1,083 shares; 2026Q1: 1,083 shares 1,083 $167K 0.01% 0 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: 7,128 shares; 2024Q4: 3,059 shares; 2025Q1: 3,107 shares; 2025Q2: 3,087 shares; 2025Q3: 3,083 shares; 2025Q4: 2,914 shares; 2026Q1: 816 shares 816 $166K 0.01% -2,098 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,367 shares; 2024Q4: 2,265 shares; 2025Q1: 2,260 shares; 2025Q2: 2,260 shares; 2025Q3: 2,260 shares; 2025Q4: 2,260 shares; 2026Q1: 1,806 shares 1,806 $163K 0.01% -454 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: 839 shares; 2024Q4: 887 shares; 2025Q1: 887 shares; 2025Q2: 887 shares; 2025Q3: 887 shares; 2025Q4: 887 shares; 2026Q1: 1,677 shares 1,677 $163K 0.01% +790 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: 2,522 shares; 2024Q4: 2,275 shares; 2025Q1: 2,280 shares; 2025Q2: 2,359 shares; 2025Q3: 1,652 shares; 2025Q4: 1,644 shares; 2026Q1: 1,837 shares 1,837 $163K 0.01% +193 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 277 shares; 2025Q4: 277 shares; 2026Q1: 2,335 shares 2,335 $161K 0.01% +2,058 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: 277 shares; 2024Q4: 253 shares; 2025Q1: 257 shares; 2025Q2: 283 shares; 2025Q3: 280 shares; 2025Q4: 280 shares; 2026Q1: 450 shares 450 $160K 0.01% +170 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: 71 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9 shares; 2025Q3: 9 shares; 2025Q4: 9 shares; 2026Q1: 1,428 shares 1,428 $156K 0.01% +1,419 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,540 shares; 2024Q4: 10,478 shares; 2025Q1: 10,470 shares; 2025Q2: 8,833 shares; 2025Q3: 8,831 shares; 2025Q4: 8,828 shares; 2026Q1: 8,828 shares 8,828 $156K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,032 shares; 2024Q4: 2,032 shares; 2025Q1: 2,126 shares; 2025Q2: 2,121 shares; 2025Q3: 1,577 shares; 2025Q4: 1,249 shares; 2026Q1: 851 shares 851 $155K 0.01% -398 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,874 shares; 2024Q4: 10,874 shares; 2025Q1: 10,874 shares; 2025Q2: 10,874 shares; 2025Q3: 8,949 shares; 2025Q4: 6,962 shares; 2026Q1: 6,962 shares 6,962 $155K 0.01% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,202 shares; 2024Q4: 72 shares; 2025Q1: 72 shares; 2025Q2: 101 shares; 2025Q3: 72 shares; 2025Q4: 72 shares; 2026Q1: 689 shares 689 $155K 0.01% +617 Timeline EMGF 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: 2,557 shares; 2024Q4: 2,557 shares; 2025Q1: 2,556 shares; 2025Q2: 2,556 shares; 2025Q3: 2,556 shares; 2025Q4: 2,556 shares; 2026Q1: 2,556 shares 2,556 $154K 0.01% 0 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: 5,268 shares; 2024Q4: 5,268 shares; 2025Q1: 3,955 shares; 2025Q2: 22,536 shares; 2025Q3: 26,114 shares; 2025Q4: 32,563 shares; 2026Q1: 3,955 shares 3,955 $154K 0.01% -28,608 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares; 2025Q1: 1,035 shares; 2025Q2: 1,035 shares; 2025Q3: 1,065 shares; 2025Q4: 1,065 shares; 2026Q1: 1,065 shares 1,065 $152K 0.01% 0 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: 879 shares; 2024Q4: 902 shares; 2025Q1: 676 shares; 2025Q2: 1,143 shares; 2025Q3: 2,258 shares; 2025Q4: 3,558 shares; 2026Q1: 3,031 shares 3,031 $150K 0.01% -527 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,556 shares; 2024Q4: 6,371 shares; 2025Q1: 6,268 shares; 2025Q2: 6,270 shares; 2025Q3: 5,323 shares; 2025Q4: 4,852 shares; 2026Q1: 2,584 shares 2,584 $149K 0.01% -2,268 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 93 shares; 2025Q2: 228 shares; 2025Q3: 191 shares; 2025Q4: 692 shares; 2026Q1: 620 shares 620 $148K 0.01% -72 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,403 shares; 2024Q4: 5,172 shares; 2025Q1: 5,197 shares; 2025Q2: 4,722 shares; 2025Q3: 4,722 shares; 2025Q4: 4,722 shares; 2026Q1: 3,607 shares 3,607 $148K 0.01% -1,115 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,548 shares; 2024Q4: 1,793 shares; 2025Q1: 1,728 shares; 2025Q2: 1,709 shares; 2025Q3: 1,709 shares; 2025Q4: 1,709 shares; 2026Q1: 1,128 shares 1,128 $148K 0.01% -581 Timeline DEXC 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: 155 shares; 2025Q1: 1,517 shares; 2025Q2: 425 shares; 2025Q3: 1,826 shares; 2025Q4: 2,402 shares; 2026Q1: 2,267 shares 2,267 $147K 0.01% -135 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,429 shares; 2024Q4: 1,045 shares; 2025Q1: 1,012 shares; 2025Q2: 950 shares; 2025Q3: 950 shares; 2025Q4: 950 shares; 2026Q1: 856 shares 856 $145K 0.01% -94 Timeline DVYE 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: 17,433 shares; 2024Q4: 11,302 shares; 2025Q1: 6,359 shares; 2025Q2: 6,166 shares; 2025Q3: 5,965 shares; 2025Q4: 5,572 shares; 2026Q1: 4,046 shares 4,046 $139K 0.01% -1,526 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 624 shares; 2024Q4: 624 shares; 2025Q1: 583 shares; 2025Q2: 583 shares; 2025Q3: 593 shares; 2025Q4: 534 shares; 2026Q1: 432 shares 432 $137K 0.01% -102 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: 3,830 shares; 2024Q4: 3,830 shares; 2025Q1: 3,423 shares; 2025Q2: 3,412 shares; 2025Q3: 2,885 shares; 2025Q4: 2,309 shares; 2026Q1: 1,628 shares 1,628 $136K 0.01% -681 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,323 shares; 2024Q4: 996 shares; 2025Q1: 766 shares; 2025Q2: 796 shares; 2025Q3: 982 shares; 2025Q4: 982 shares; 2026Q1: 958 shares 958 $136K 0.01% -24 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,152 shares; 2024Q4: 3,998 shares; 2025Q1: 3,922 shares; 2025Q2: 3,888 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares; 2026Q1: 2,879 shares 2,879 $135K 0.01% -1,009 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: 90 shares; 2024Q4: 486 shares; 2025Q1: 491 shares; 2025Q2: 623 shares; 2025Q3: 705 shares; 2025Q4: 705 shares; 2026Q1: 645 shares 645 $135K 0.01% -60 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,081 shares; 2024Q4: 2,090 shares; 2025Q1: 2,267 shares; 2025Q2: 2,285 shares; 2025Q3: 2,125 shares; 2025Q4: 2,125 shares; 2026Q1: 2,154 shares 2,154 $135K 0.01% +29 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 892 shares; 2024Q4: 671 shares; 2025Q1: 673 shares; 2025Q2: 673 shares; 2025Q3: 680 shares; 2025Q4: 680 shares; 2026Q1: 409 shares 409 $132K 0.01% -271 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: 3,863 shares; 2024Q4: 3,294 shares; 2025Q1: 3,321 shares; 2025Q2: 8,392 shares; 2025Q3: 8,406 shares; 2025Q4: 2,974 shares; 2026Q1: 2,864 shares 2,864 $132K 0.01% -110 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 617 shares; 2025Q3: 617 shares; 2025Q4: 617 shares; 2026Q1: 522 shares 522 $129K 0.01% -95 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 588 shares; 2024Q4: 1,801 shares; 2025Q1: 1,811 shares; 2025Q2: 1,818 shares; 2025Q3: 1,820 shares; 2025Q4: 1,827 shares; 2026Q1: 1,778 shares 1,778 $129K 0.01% -49 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,786 shares; 2024Q4: 1,540 shares; 2025Q1: 1,513 shares; 2025Q2: 1,360 shares; 2025Q3: 1,332 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares 1,148 $129K 0.01% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272 shares; 2024Q4: 272 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 100 shares; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $126K 0.01% 0 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: 6,767 shares; 2024Q4: 1,380 shares; 2025Q1: 1,393 shares; 2025Q2: 3,305 shares; 2025Q3: 3,441 shares; 2025Q4: 976 shares; 2026Q1: 932 shares 932 $122K 0.01% -44 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: 259 shares; 2024Q4: 259 shares; 2025Q1: 722 shares; 2025Q2: 316 shares; 2025Q3: 254 shares; 2025Q4: 271 shares; 2026Q1: 1,211 shares 1,211 $120K 0.01% +940 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares; 2025Q3: 1,249 shares; 2025Q4: 1,249 shares; 2026Q1: 1,249 shares 1,249 $120K 0.01% 0 Timeline SOLS SOLSTICE ADVANCED MATLS INC More: the full row for SOLSTICE ADVANCED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,927 shares; 2026Q1: 1,568 shares 1,568 $119K 0.01% -359 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 579 shares; 2024Q4: 579 shares; 2025Q1: 579 shares; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 579 shares 579 $119K 0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,337 shares; 2024Q4: 12,247 shares; 2025Q1: 12,282 shares; 2025Q2: 9,815 shares; 2025Q3: 2,274 shares; 2025Q4: 2,274 shares; 2026Q1: 1,997 shares 1,997 $118K 0.01% -277 Timeline VGUS VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 1,553 shares 1,553 $118K 0.01% new 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: 3,676 shares; 2024Q4: 3,676 shares; 2025Q1: 2,561 shares; 2025Q2: 2,561 shares; 2025Q3: 2,561 shares; 2025Q4: 2,561 shares; 2026Q1: 2,561 shares 2,561 $114K 0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 400 shares; 2025Q3: 600 shares; 2025Q4: 300 shares; 2026Q1: 1,432 shares 1,432 $114K 0.01% +1,132 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: 389 shares; 2024Q4: 389 shares; 2025Q1: 389 shares; 2025Q2: 389 shares; 2025Q3: 389 shares; 2025Q4: 389 shares; 2026Q1: 358 shares 358 $112K 0.01% -31 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 54 shares; 2025Q3: 54 shares; 2025Q4: 54 shares; 2026Q1: 154 shares 154 $112K 0.01% +100 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,950 shares; 2025Q3: 3,950 shares; 2025Q4: 3,950 shares; 2026Q1: 4,807 shares 4,807 $111K 0.01% +857 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,638 shares; 2025Q2: 3,638 shares; 2025Q3: 3,638 shares; 2025Q4: 3,638 shares; 2026Q1: 3,638 shares 3,638 $111K 0.01% 0 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,115 shares; 2025Q3: 4,115 shares; 2025Q4: 4,115 shares; 2026Q1: 4,115 shares 4,115 $110K 0.01% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 676 shares; 2024Q4: 676 shares; 2025Q1: 552 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 533 shares 533 $109K 0.01% -19 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: 738 shares; 2024Q4: 738 shares; 2025Q1: 738 shares; 2025Q2: 738 shares; 2025Q3: 738 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $108K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 584 shares; 2025Q2: 584 shares; 2025Q3: 584 shares; 2025Q4: 584 shares; 2026Q1: 1,048 shares 1,048 $107K 0.01% +464 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: 1,397 shares; 2024Q4: 1,397 shares; 2025Q1: 905 shares; 2025Q2: 1,419 shares; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares 970 $106K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202 shares; 2024Q4: 214 shares; 2025Q1: 204 shares; 2025Q2: 275 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 237 shares 237 $106K 0.01% -57 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 298 shares; 2024Q4: 298 shares; 2025Q1: 1,812 shares; 2025Q2: 1,459 shares; 2025Q3: 1,346 shares; 2025Q4: 1,048 shares; 2026Q1: 1,048 shares 1,048 $105K 0.01% 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: 198 shares; 2024Q4: 75 shares; 2025Q1: 98 shares; 2025Q2: 99 shares; 2025Q3: 98 shares; 2025Q4: 144 shares; 2026Q1: 119 shares 119 $104K 0.01% -25 Timeline BSJU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300 shares; 2024Q4: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,046 shares 4,046 $104K 0.01% new Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 286 shares; 2025Q2: 284 shares; 2025Q3: 294 shares; 2025Q4: 285 shares; 2026Q1: 286 shares 286 $103K 0.01% +1 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: 523 shares; 2024Q4: 516 shares; 2025Q1: 504 shares; 2025Q2: 845 shares; 2025Q3: 800 shares; 2025Q4: 795 shares; 2026Q1: 918 shares 918 $102K 0.01% +123 Timeline IWY 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: 550 shares; 2024Q4: 550 shares; 2025Q1: 410 shares; 2025Q2: 410 shares; 2025Q3: 410 shares; 2025Q4: 410 shares; 2026Q1: 410 shares 410 $102K 0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 369 shares; 2024Q4: 369 shares; 2025Q1: 368 shares; 2025Q2: 368 shares; 2025Q3: 348 shares; 2025Q4: 348 shares; 2026Q1: 1,203 shares 1,203 $102K 0.01% +855 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: 2,187 shares; 2024Q4: 1,974 shares; 2025Q1: 2,888 shares; 2025Q2: 1,863 shares; 2025Q3: 1,866 shares; 2025Q4: 1,671 shares; 2026Q1: 1,318 shares 1,318 $102K 0.01% -353 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,311 shares; 2024Q4: 3,405 shares; 2025Q1: 3,405 shares; 2025Q2: 3,405 shares; 2025Q3: 3,405 shares; 2025Q4: 3,467 shares; 2026Q1: 3,467 shares 3,467 $100K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,179 shares; 2024Q4: 1,619 shares; 2025Q1: 2,187 shares; 2025Q2: 1,645 shares; 2025Q3: 1,741 shares; 2025Q4: 1,717 shares; 2026Q1: 1,397 shares 1,397 $100K 0.01% -320 Timeline DIM 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: 1,210 shares; 2024Q4: 1,210 shares; 2025Q1: 1,210 shares; 2025Q2: 1,210 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: 1,210 shares 1,210 $100K 0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 906 shares; 2024Q4: 906 shares; 2025Q1: 906 shares; 2025Q2: 906 shares; 2025Q3: 906 shares; 2025Q4: 906 shares; 2026Q1: 906 shares 906 $98.1K 0.01% 0 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: 2,885 shares; 2024Q4: 2,076 shares; 2025Q1: 2,076 shares; 2025Q2: 2,086 shares; 2025Q3: 2,007 shares; 2025Q4: 1,712 shares; 2026Q1: 1,712 shares 1,712 $97.2K 0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45 shares; 2024Q4: 352 shares; 2025Q1: 352 shares; 2025Q2: 392 shares; 2025Q3: 352 shares; 2025Q4: 352 shares; 2026Q1: 309 shares 309 $97.1K 0.01% -43 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,469 shares; 2024Q4: 1,377 shares; 2025Q1: 1,226 shares; 2025Q2: 1,281 shares; 2025Q3: 1,211 shares; 2025Q4: 1,132 shares; 2026Q1: 1,085 shares 1,085 $95.9K 0.01% -47 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,910 shares; 2024Q4: 1,910 shares; 2025Q1: 1,910 shares; 2025Q2: 1,910 shares; 2025Q3: 1,910 shares; 2025Q4: 1,910 shares; 2026Q1: 1,910 shares 1,910 $95.8K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90 shares; 2024Q4: 90 shares; 2025Q1: 69 shares; 2025Q2: 69 shares; 2025Q3: 67 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $95.1K 0.01% 0 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: 3,004 shares; 2024Q4: 3,003 shares; 2025Q1: 3,003 shares; 2025Q2: 3,422 shares; 2025Q3: 3,005 shares; 2025Q4: 3,005 shares; 2026Q1: 1,897 shares 1,897 $94.8K 0.01% -1,108 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 999 shares; 2025Q1: 1,003 shares; 2025Q2: 1,008 shares; 2025Q3: 1,074 shares; 2025Q4: 1,080 shares; 2026Q1: 1,151 shares 1,151 $94.3K 0.01% +71 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,022 shares; 2024Q4: 1,022 shares; 2025Q1: 1,288 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,212 shares; 2026Q1: 950 shares 950 $94.1K 0.01% -262 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148 shares; 2024Q4: 651 shares; 2025Q1: 656 shares; 2025Q2: 651 shares; 2025Q3: 651 shares; 2025Q4: 651 shares; 2026Q1: 651 shares 651 $93.2K 0.01% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,027 shares; 2024Q4: 2,034 shares; 2025Q1: 2,194 shares; 2025Q2: 2,048 shares; 2025Q3: 2,055 shares; 2025Q4: 2,055 shares; 2026Q1: 2,074 shares 2,074 $93.1K 0.01% +19 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239 shares; 2024Q4: 239 shares; 2025Q1: 239 shares; 2025Q2: 244 shares; 2025Q3: 239 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $93K 0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 220 shares; 2025Q1: 220 shares; 2025Q2: 244 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 740 shares 740 $92.6K 0.01% +520 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,768 shares; 2025Q3: 2,214 shares; 2025Q4: 2,214 shares; 2026Q1: 2,214 shares 2,214 $90.3K 0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 171 shares; 2024Q4: 756 shares; 2025Q1: 759 shares; 2025Q2: 759 shares; 2025Q3: 759 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $90K 0.01% 0 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: 33 shares; 2024Q4: 33 shares; 2025Q1: 1,085 shares; 2025Q2: 417 shares; 2025Q3: 384 shares; 2025Q4: 384 shares; 2026Q1: 733 shares 733 $88.8K 0.01% +349 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,268 shares; 2025Q1: 2,181 shares; 2025Q2: 2,184 shares; 2025Q3: 1,765 shares; 2025Q4: 1,503 shares; 2026Q1: 1,146 shares 1,146 $88.3K 0.01% -357 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 981 shares; 2024Q4: 981 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 972 shares; 2025Q4: 972 shares; 2026Q1: 946 shares 946 $88K 0.01% -26 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: 9,606 shares; 2024Q4: 4,179 shares; 2025Q1: 4,193 shares; 2025Q2: 4,193 shares; 2025Q3: 4,179 shares; 2025Q4: 4,274 shares; 2026Q1: 910 shares 910 $87.8K 0.01% -3,364 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 413 shares; 2025Q1: 413 shares; 2025Q2: 413 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 403 shares 403 $87.3K 0.01% -40 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,061 shares; 2025Q1: 2,061 shares; 2025Q2: 2,061 shares; 2025Q3: 2,061 shares; 2025Q4: 2,061 shares; 2026Q1: 1,697 shares 1,697 $85.6K 0.01% -364 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 468 shares; 2025Q1: 468 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $85.3K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,109 shares; 2025Q1: 1,109 shares; 2025Q2: 1,109 shares; 2025Q3: 1,109 shares; 2025Q4: 1,109 shares; 2026Q1: 1,246 shares 1,246 $84.9K 0.01% +137 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: 898 shares; 2024Q4: 902 shares; 2025Q1: 755 shares; 2025Q2: 755 shares; 2025Q3: 755 shares; 2025Q4: 755 shares; 2026Q1: 735 shares 735 $84.5K 0.01% -20 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: not reported; 2024Q4: not reported; 2025Q1: 1,715 shares; 2025Q2: 1,723 shares; 2025Q3: 1,731 shares; 2025Q4: 1,737 shares; 2026Q1: 1,743 shares 1,743 $84.5K 0.01% +6 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: 611 shares; 2024Q4: 611 shares; 2025Q1: 611 shares; 2025Q2: 611 shares; 2025Q3: 573 shares; 2025Q4: 573 shares; 2026Q1: 573 shares 573 $83.5K 0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 250 shares; 2025Q1: 250 shares; 2025Q2: 250 shares; 2025Q3: 250 shares; 2025Q4: 250 shares; 2026Q1: 250 shares 250 $81.7K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 472 shares; 2024Q4: 472 shares; 2025Q1: 472 shares; 2025Q2: 472 shares; 2025Q3: 472 shares; 2025Q4: 475 shares; 2026Q1: 475 shares 475 $80.2K 0.01% 0 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: 28 shares; 2024Q4: 25 shares; 2025Q1: 25 shares; 2025Q2: 31 shares; 2025Q3: 25 shares; 2025Q4: 25 shares; 2026Q1: 19 shares 19 $80K 0.01% -6 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: 5,874 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 818 shares; 2025Q4: 818 shares; 2026Q1: 818 shares 818 $79.5K 0.01% 0 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: 663 shares; 2024Q4: 663 shares; 2025Q1: 663 shares; 2025Q2: 663 shares; 2025Q3: 673 shares; 2025Q4: 673 shares; 2026Q1: 323 shares 323 $78.9K 0.01% -350 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,431 shares; 2024Q4: 13,030 shares; 2025Q1: 3,247 shares; 2025Q2: 3,216 shares; 2025Q3: 3,248 shares; 2025Q4: 3,248 shares; 2026Q1: 3,248 shares 3,248 $78.7K 0.01% 0 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 1,477 shares; 2025Q3: 837 shares; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $78.4K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN 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: 7 shares; 2025Q4: 201 shares; 2026Q1: 196 shares 196 $78K 0.01% -5 Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,282 shares; 2024Q4: 9,282 shares; 2025Q1: 9,282 shares; 2025Q2: 9,282 shares; 2025Q3: 8,133 shares; 2025Q4: 8,133 shares; 2026Q1: 2,955 shares 2,955 $75.7K 0.01% -5,178 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: 2,074 shares; 2024Q4: 2,301 shares; 2025Q1: 2,308 shares; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,221 shares; 2026Q1: 2,257 shares 2,257 $75.7K 0.01% +36 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 830 shares; 2024Q4: 830 shares; 2025Q1: 830 shares; 2025Q2: 830 shares; 2025Q3: 830 shares; 2025Q4: 830 shares; 2026Q1: 830 shares 830 $73.4K 0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 507 shares; 2024Q4: 507 shares; 2025Q1: 507 shares; 2025Q2: 507 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $73.3K 0.01% 0 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,936 shares; 2025Q2: 2,136 shares; 2025Q3: 1,936 shares; 2025Q4: 1,936 shares; 2026Q1: 1,936 shares 1,936 $72K 0.01% 0 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 91 shares; 2025Q1: 105,614 shares; 2025Q2: 10,772 shares; 2025Q3: 8,026 shares; 2025Q4: 8,025 shares; 2026Q1: 1,591 shares 1,591 $71.8K 0.01% -6,434 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250 shares; 2024Q4: 230 shares; 2025Q1: 207 shares; 2025Q2: 207 shares; 2025Q3: 207 shares; 2025Q4: 207 shares; 2026Q1: 207 shares 207 $70.7K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,333 shares; 2024Q4: 9,331 shares; 2025Q1: 9,261 shares; 2025Q2: 9,279 shares; 2025Q3: 8,511 shares; 2025Q4: 5,714 shares; 2026Q1: 6,121 shares 6,121 $70.6K <0.01% +407 Timeline ISCF 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: 1,427 shares; 2024Q4: 1,427 shares; 2025Q1: 1,427 shares; 2025Q2: 1,687 shares; 2025Q3: 1,687 shares; 2025Q4: 1,687 shares; 2026Q1: 1,687 shares 1,687 $70.5K <0.01% 0 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 4,186 shares; 2026Q1: 4,186 shares 4,186 $69.5K <0.01% 0 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,073 shares; 2024Q4: 8,469 shares; 2025Q1: 2,654 shares; 2025Q2: 2,624 shares; 2025Q3: 2,655 shares; 2025Q4: 2,655 shares; 2026Q1: 2,655 shares 2,655 $67.3K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 340 shares; 2024Q4: 340 shares; 2025Q1: 340 shares; 2025Q2: 340 shares; 2025Q3: 340 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $67.2K <0.01% 0 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: 265 shares; 2024Q4: 412 shares; 2025Q1: 296 shares; 2025Q2: 2,191 shares; 2025Q3: 1,971 shares; 2025Q4: 428 shares; 2026Q1: 405 shares 405 $67K <0.01% -23 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,691 shares; 2024Q4: 7,931 shares; 2025Q1: 8,599 shares; 2025Q2: 3,437 shares; 2025Q3: 3,442 shares; 2025Q4: 3,445 shares; 2026Q1: 3,660 shares 3,660 $66.9K <0.01% +215 Timeline IBTO 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: 247 shares; 2024Q4: 652 shares; 2025Q1: 901 shares; 2025Q2: 1,272 shares; 2025Q3: 1,773 shares; 2025Q4: 1,791 shares; 2026Q1: 2,723 shares 2,723 $66.4K <0.01% +932 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: 625 shares; 2024Q4: 625 shares; 2025Q1: 625 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $66.3K <0.01% 0 Timeline EPP 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: 131 shares; 2025Q4: 127 shares; 2026Q1: 1,229 shares 1,229 $65.3K <0.01% +1,102 Timeline BSJR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,991 shares; 2025Q3: 1,991 shares; 2025Q4: 1,991 shares; 2026Q1: 2,873 shares 2,873 $64.3K <0.01% +882 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,916 shares; 2024Q4: 1,916 shares; 2025Q1: 1,916 shares; 2025Q2: 1,916 shares; 2025Q3: 1,916 shares; 2025Q4: 1,916 shares; 2026Q1: 1,916 shares 1,916 $63.6K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,037 shares; 2024Q4: 1,212 shares; 2025Q1: 1,212 shares; 2025Q2: 1,212 shares; 2025Q3: 1,212 shares; 2025Q4: 1,122 shares; 2026Q1: 1,122 shares 1,122 $63.5K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,541 shares; 2024Q4: 1,677 shares; 2025Q1: 1,677 shares; 2025Q2: 1,677 shares; 2025Q3: 1,677 shares; 2025Q4: 1,677 shares; 2026Q1: 1,541 shares 1,541 $62.1K <0.01% -136 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 403 shares; 2025Q1: 411 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 310 shares 310 $61.3K <0.01% -95 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,315 shares; 2024Q4: 1,121 shares; 2025Q1: 1,121 shares; 2025Q2: 1,121 shares; 2025Q3: 1,121 shares; 2025Q4: 1,121 shares; 2026Q1: 1,121 shares 1,121 $61.3K <0.01% 0 Timeline IWC 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 380 shares 380 $60.7K <0.01% -2 Timeline IVOV 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: 2,214 shares; 2024Q4: 2,214 shares; 2025Q1: 730 shares; 2025Q2: 731 shares; 2025Q3: 731 shares; 2025Q4: 731 shares; 2026Q1: 588 shares 588 $59.9K <0.01% -143 Timeline VTHR 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: 208 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 208 shares; 2026Q1: 208 shares 208 $59.8K <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: 125 shares; 2025Q1: 375 shares; 2025Q2: 375 shares; 2025Q3: 472 shares; 2025Q4: 125 shares; 2026Q1: 2,071 shares 2,071 $59.7K <0.01% +1,946 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,354 shares; 2024Q4: 2,365 shares; 2025Q1: 2,377 shares; 2025Q2: 2,365 shares; 2025Q3: 2,365 shares; 2025Q4: 1,755 shares; 2026Q1: 1,605 shares 1,605 $59K <0.01% -150 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 324 shares; 2024Q4: 324 shares; 2025Q1: 314 shares; 2025Q2: 314 shares; 2025Q3: 314 shares; 2025Q4: 314 shares; 2026Q1: 279 shares 279 $59K <0.01% -35 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 291 shares; 2024Q4: 291 shares; 2025Q1: 291 shares; 2025Q2: 291 shares; 2025Q3: 291 shares; 2025Q4: 291 shares; 2026Q1: 266 shares 266 $58.8K <0.01% -25 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 230 shares; 2024Q4: 462 shares; 2025Q1: 488 shares; 2025Q2: 4,888 shares; 2025Q3: 3,451 shares; 2025Q4: 548 shares; 2026Q1: 522 shares 522 $58.7K <0.01% -26 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160 shares; 2024Q4: 178 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 137 shares; 2026Q1: 137 shares 137 $58.2K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 323 shares; 2024Q4: 324 shares; 2025Q1: 326 shares; 2025Q2: 329 shares; 2025Q3: 332 shares; 2025Q4: 334 shares; 2026Q1: 336 shares 336 $57.8K <0.01% +2 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 100 shares; 2025Q2: 940 shares; 2025Q3: 940 shares; 2025Q4: 940 shares; 2026Q1: 940 shares 940 $57.6K <0.01% 0 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,006 shares; 2024Q4: 3,580 shares; 2025Q1: 3,706 shares; 2025Q2: 3,706 shares; 2025Q3: 3,831 shares; 2025Q4: 3,508 shares; 2026Q1: 3,375 shares 3,375 $57.6K <0.01% -133 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,661 shares; 2024Q4: 1,661 shares; 2025Q1: 1,661 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 1,661 shares 1,661 $56.1K <0.01% 0 Timeline QDF 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: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $55.4K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 184 shares; 2025Q2: 184 shares; 2025Q3: 219 shares; 2025Q4: 219 shares; 2026Q1: 203 shares 203 $55.3K <0.01% -16 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,055 shares; 2024Q4: 1,055 shares; 2025Q1: 1,055 shares; 2025Q2: 1,055 shares; 2025Q3: 1,055 shares; 2025Q4: 1,055 shares; 2026Q1: 1,055 shares 1,055 $55.2K <0.01% 0 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,549 shares; 2025Q1: 2,578 shares; 2025Q2: 2,578 shares; 2025Q3: 2,596 shares; 2025Q4: 2,564 shares; 2026Q1: 2,748 shares 2,748 $54.6K <0.01% +184 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 303 shares; 2025Q4: 303 shares; 2026Q1: 303 shares 303 $54.4K <0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 187 shares; 2025Q2: 168 shares; 2025Q3: 165 shares; 2025Q4: 165 shares; 2026Q1: 125 shares 125 $54.2K <0.01% -40 Timeline IEF 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: 247 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 297 shares; 2025Q4: 297 shares; 2026Q1: 555 shares 555 $53K <0.01% +258 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 384 shares; 2024Q4: 384 shares; 2025Q1: 384 shares; 2025Q2: 384 shares; 2025Q3: 461 shares; 2025Q4: 461 shares; 2026Q1: 461 shares 461 $51.4K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,930 shares; 2024Q4: 736 shares; 2025Q1: 778 shares; 2025Q2: 778 shares; 2025Q3: 1,216 shares; 2025Q4: 1,216 shares; 2026Q1: 1,038 shares 1,038 $50.9K <0.01% -178 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,144 shares; 2024Q4: 6,640 shares; 2025Q1: 6,640 shares; 2025Q2: 7,042 shares; 2025Q3: 1,190 shares; 2025Q4: 1,190 shares; 2026Q1: 1,190 shares 1,190 $50.7K <0.01% 0 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: not reported; 2024Q4: 133 shares; 2025Q1: not reported; 2025Q2: 1,586 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,014 shares 1,014 $50.6K <0.01% new Timeline INQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,345 shares; 2024Q4: 4,345 shares; 2025Q1: 4,345 shares; 2025Q2: 4,345 shares; 2025Q3: 4,345 shares; 2025Q4: 4,345 shares; 2026Q1: 4,345 shares 4,345 $50.6K <0.01% 0 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 323 shares; 2025Q2: 323 shares; 2025Q3: 328 shares; 2025Q4: 428 shares; 2026Q1: 328 shares 328 $50.1K <0.01% -100 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 718 shares; 2025Q1: 729 shares; 2025Q2: 2,196 shares; 2025Q3: 4,328 shares; 2025Q4: 718 shares; 2026Q1: 718 shares 718 $49.7K <0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 787 shares; 2024Q4: 787 shares; 2025Q1: 787 shares; 2025Q2: 787 shares; 2025Q3: 787 shares; 2025Q4: 787 shares; 2026Q1: 787 shares 787 $49.2K <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: 394 shares; 2024Q4: 379 shares; 2025Q1: 374 shares; 2025Q2: 365 shares; 2025Q3: 358 shares; 2025Q4: 311 shares; 2026Q1: 226 shares 226 $48.8K <0.01% -85 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: 16,444 shares; 2024Q4: 13,444 shares; 2025Q1: 6,093 shares; 2025Q2: 6,093 shares; 2025Q3: 6,093 shares; 2025Q4: 6,068 shares; 2026Q1: 6,068 shares 6,068 $48.8K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 586 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 586 shares; 2025Q3: 586 shares; 2025Q4: 586 shares; 2026Q1: 586 shares 586 $48.4K <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: 721 shares; 2024Q4: 921 shares; 2025Q1: 814 shares; 2025Q2: 949 shares; 2025Q3: 4,869 shares; 2025Q4: 732 shares; 2026Q1: 732 shares 732 $48.3K <0.01% 0 Timeline ACHR ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 658 shares; 2025Q1: 658 shares; 2025Q2: 9,260 shares; 2025Q3: 9,260 shares; 2025Q4: 9,260 shares; 2026Q1: 9,260 shares 9,260 $47.9K <0.01% 0 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: 1,070 shares; 2024Q4: 946 shares; 2025Q1: 946 shares; 2025Q2: 946 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 949 shares 949 $47.8K <0.01% +3 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: 315 shares; 2024Q4: 315 shares; 2025Q1: 315 shares; 2025Q2: 315 shares; 2025Q3: 311 shares; 2025Q4: 309 shares; 2026Q1: 306 shares 306 $47.5K <0.01% -3 Timeline DJD 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: 791 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 791 shares; 2025Q3: 791 shares; 2025Q4: 791 shares; 2026Q1: 791 shares 791 $47.3K <0.01% 0 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,856 shares; 2024Q4: 1,433 shares; 2025Q1: 1,204 shares; 2025Q2: 1,147 shares; 2025Q3: 1,048 shares; 2025Q4: 865 shares; 2026Q1: 714 shares 714 $46.6K <0.01% -151 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: 650 shares; 2024Q4: 634 shares; 2025Q1: 711 shares; 2025Q2: 711 shares; 2025Q3: 711 shares; 2025Q4: 459 shares; 2026Q1: 499 shares 499 $46K <0.01% +40 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 276 shares; 2024Q4: 286 shares; 2025Q1: 341 shares; 2025Q2: 2,186 shares; 2025Q3: 2,611 shares; 2025Q4: 456 shares; 2026Q1: 391 shares 391 $45.3K <0.01% -65 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 263 shares; 2025Q1: 292 shares; 2025Q2: 175 shares; 2025Q3: 96 shares; 2025Q4: 620 shares; 2026Q1: 622 shares 622 $44.3K <0.01% +2 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: 1,179 shares; 2024Q4: 1,179 shares; 2025Q1: 1,182 shares; 2025Q2: 1,186 shares; 2025Q3: 1,189 shares; 2025Q4: 1,192 shares; 2026Q1: 1,195 shares 1,195 $43.9K <0.01% +3 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: 1,570 shares; 2024Q4: 434 shares; 2025Q1: 434 shares; 2025Q2: 8,931 shares; 2025Q3: 6,480 shares; 2025Q4: 810 shares; 2026Q1: 810 shares 810 $43.9K <0.01% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 435 shares 435 $43.7K <0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,120 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 2,645 shares; 2025Q3: 3,945 shares; 2025Q4: 603 shares; 2026Q1: 603 shares 603 $43K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,018 shares; 2024Q4: 950 shares; 2025Q1: 1,113 shares; 2025Q2: 845 shares; 2025Q3: 843 shares; 2025Q4: 843 shares; 2026Q1: 843 shares 843 $42.8K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 879 shares; 2024Q4: 908 shares; 2025Q1: 924 shares; 2025Q2: 924 shares; 2025Q3: 946 shares; 2025Q4: 946 shares; 2026Q1: 679 shares 679 $42.6K <0.01% -267 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,580 shares 5,580 $42K <0.01% new 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: not reported; 2024Q4: 405 shares; 2025Q1: 405 shares; 2025Q2: 405 shares; 2025Q3: 405 shares; 2025Q4: 405 shares; 2026Q1: 527 shares 527 $41.9K <0.01% +122 Timeline