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: restricted; 2024Q4: 560,462 shares; 2025Q1: 573,740 shares; 2025Q2: 606,257 shares; 2025Q3: 618,683 shares; 2025Q4: 632,445 shares; 2026Q1: 678,594 shares 678,594 $443M 14.06% +46,149 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: restricted; 2024Q4: 2,123,981 shares; 2025Q1: 1,873,507 shares; 2025Q2: 1,919,424 shares; 2025Q3: 1,943,248 shares; 2025Q4: 1,801,278 shares; 2026Q1: 1,726,878 shares 1,726,878 $156M 4.96% -74,400 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: restricted; 2024Q4: 1,099,267 shares; 2025Q1: 891,771 shares; 2025Q2: 990,856 shares; 2025Q3: 1,040,095 shares; 2025Q4: 1,069,417 shares; 2026Q1: 1,460,891 shares 1,460,891 $98.7M 3.13% +391,474 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: restricted; 2024Q4: 1,038,598 shares; 2025Q1: 1,273,650 shares; 2025Q2: 1,360,396 shares; 2025Q3: 1,432,442 shares; 2025Q4: 1,527,919 shares; 2026Q1: 1,692,140 shares 1,692,140 $86.7M 2.75% +164,221 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: restricted; 2024Q4: 881,583 shares; 2025Q1: 878,520 shares; 2025Q2: 732,838 shares; 2025Q3: 657,957 shares; 2025Q4: 649,508 shares; 2026Q1: 480,273 shares 480,273 $83.8M 2.66% -169,235 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: restricted; 2024Q4: 1,054,968 shares; 2025Q1: 942,273 shares; 2025Q2: 946,525 shares; 2025Q3: 951,666 shares; 2025Q4: 968,498 shares; 2026Q1: 1,058,392 shares 1,058,392 $83.3M 2.64% +89,894 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: restricted; 2024Q4: 840,241 shares; 2025Q1: 985,796 shares; 2025Q2: 763,291 shares; 2025Q3: 1,039,233 shares; 2025Q4: 1,033,682 shares; 2026Q1: 1,050,323 shares 1,050,323 $80.4M 2.55% +16,641 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 670,014 shares; 2025Q1: 658,546 shares; 2025Q2: 685,940 shares; 2025Q3: 709,399 shares; 2025Q4: 743,187 shares; 2026Q1: 804,256 shares 804,256 $76.4M 2.42% +61,069 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,312,391 shares; 2025Q1: 1,334,959 shares; 2025Q2: 1,536,888 shares; 2025Q3: 1,536,905 shares; 2025Q4: 1,536,398 shares; 2026Q1: 1,301,679 shares 1,301,679 $63.9M 2.03% -234,719 Timeline SCHR 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: restricted; 2024Q4: 2,128,548 shares; 2025Q1: 1,899,775 shares; 2025Q2: 1,974,812 shares; 2025Q3: 2,051,937 shares; 2025Q4: 2,174,011 shares; 2026Q1: 2,381,002 shares 2,381,002 $59.3M 1.88% +206,991 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: restricted; 2024Q4: 691,132 shares; 2025Q1: 667,332 shares; 2025Q2: 701,245 shares; 2025Q3: 720,681 shares; 2025Q4: 742,675 shares; 2026Q1: 950,226 shares 950,226 $58.3M 1.85% +207,551 Timeline JVAL 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: restricted; 2024Q4: 366,671 shares; 2025Q1: 529,993 shares; 2025Q2: 961,736 shares; 2025Q3: 996,183 shares; 2025Q4: 1,036,358 shares; 2026Q1: 1,184,322 shares 1,184,322 $57.9M 1.83% +147,964 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: restricted; 2024Q4: 132,134 shares; 2025Q1: 128,079 shares; 2025Q2: 128,270 shares; 2025Q3: 123,923 shares; 2025Q4: 123,532 shares; 2026Q1: 124,047 shares 124,047 $52.9M 1.68% +515 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: restricted; 2024Q4: 179,572 shares; 2025Q1: 175,787 shares; 2025Q2: 156,880 shares; 2025Q3: 166,416 shares; 2025Q4: 170,387 shares; 2026Q1: 204,904 shares 204,904 $52M 1.65% +34,517 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 777,266 shares; 2025Q1: 972,031 shares; 2025Q2: 1,000,740 shares; 2025Q3: 1,015,283 shares; 2025Q4: 1,028,988 shares; 2026Q1: 1,099,709 shares 1,099,709 $50.8M 1.61% +70,721 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: restricted; 2024Q4: 205,231 shares; 2025Q1: 204,793 shares; 2025Q2: 200,571 shares; 2025Q3: 201,403 shares; 2025Q4: 202,894 shares; 2026Q1: 234,886 shares 234,886 $39.9M 1.26% +31,992 Timeline SCMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,355 shares; 2025Q3: 1,547,955 shares; 2025Q4: 1,506,400 shares; 2026Q1: 1,497,325 shares 1,497,325 $38.2M 1.21% -9,075 Timeline JCPB 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: restricted; 2024Q4: not reported; 2025Q1: 576,437 shares; 2025Q2: 612,874 shares; 2025Q3: 654,249 shares; 2025Q4: 701,185 shares; 2026Q1: 771,998 shares 771,998 $36.3M 1.15% +70,813 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: restricted; 2024Q4: 155,864 shares; 2025Q1: 154,183 shares; 2025Q2: 141,607 shares; 2025Q3: 144,875 shares; 2025Q4: 98,488 shares; 2026Q1: 567,178 shares 567,178 $36.3M 1.15% +468,690 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: restricted; 2024Q4: 1,056,831 shares; 2025Q1: 1,098,496 shares; 2025Q2: 1,066,333 shares; 2025Q3: 313,707 shares; 2025Q4: 364,241 shares; 2026Q1: 705,710 shares 705,710 $35.2M 1.12% +341,469 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: restricted; 2024Q4: 44,372 shares; 2025Q1: 44,997 shares; 2025Q2: 51,763 shares; 2025Q3: 52,014 shares; 2025Q4: 51,657 shares; 2026Q1: 54,329 shares 54,329 $32.5M 1.03% +2,672 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: restricted; 2024Q4: 1,380,794 shares; 2025Q1: 1,393,363 shares; 2025Q2: 1,392,588 shares; 2025Q3: 1,379,041 shares; 2025Q4: 1,395,650 shares; 2026Q1: 1,261,856 shares 1,261,856 $31.2M 0.99% -133,794 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: restricted; 2024Q4: 38,815 shares; 2025Q1: 34,290 shares; 2025Q2: 37,086 shares; 2025Q3: 38,291 shares; 2025Q4: 38,374 shares; 2026Q1: 41,652 shares 41,652 $27.1M 0.86% +3,278 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: restricted; 2024Q4: 39,511 shares; 2025Q1: 38,766 shares; 2025Q2: 41,939 shares; 2025Q3: 45,417 shares; 2025Q4: 45,423 shares; 2026Q1: 67,587 shares 67,587 $25M 0.79% +22,164 Timeline JMUB 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: restricted; 2024Q4: not reported; 2025Q1: 356,226 shares; 2025Q2: 409,288 shares; 2025Q3: 419,252 shares; 2025Q4: 426,969 shares; 2026Q1: 476,674 shares 476,674 $23.8M 0.76% +49,705 Timeline SPHD 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: restricted; 2024Q4: 435,645 shares; 2025Q1: 420,252 shares; 2025Q2: 437,540 shares; 2025Q3: 447,374 shares; 2025Q4: 464,972 shares; 2026Q1: 468,957 shares 468,957 $23.3M 0.74% +3,985 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 511,125 shares; 2026Q1: 624,192 shares 624,192 $23.2M 0.74% +113,067 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: restricted; 2024Q4: 276,320 shares; 2025Q1: 248,727 shares; 2025Q2: 292,492 shares; 2025Q3: 295,715 shares; 2025Q4: 307,520 shares; 2026Q1: 174,878 shares 174,878 $21.7M 0.69% -132,642 Timeline IGIB 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: restricted; 2024Q4: 278,494 shares; 2025Q1: 352,649 shares; 2025Q2: 371,222 shares; 2025Q3: 379,935 shares; 2025Q4: 389,932 shares; 2026Q1: 405,793 shares 405,793 $21.6M 0.68% +15,861 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: restricted; 2024Q4: 71,435 shares; 2025Q1: 72,242 shares; 2025Q2: 76,007 shares; 2025Q3: 80,500 shares; 2025Q4: 83,709 shares; 2026Q1: 101,102 shares 101,102 $21.1M 0.67% +17,393 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: restricted; 2024Q4: 23,518 shares; 2025Q1: 24,472 shares; 2025Q2: 23,850 shares; 2025Q3: 26,046 shares; 2025Q4: 26,741 shares; 2026Q1: 60,250 shares 60,250 $18.6M 0.59% +33,509 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: restricted; 2024Q4: 177,423 shares; 2025Q1: 177,822 shares; 2025Q2: 175,456 shares; 2025Q3: 167,508 shares; 2025Q4: 168,540 shares; 2026Q1: 170,441 shares 170,441 $16.6M 0.53% +1,901 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: restricted; 2024Q4: 29,894 shares; 2025Q1: 29,182 shares; 2025Q2: 31,418 shares; 2025Q3: 35,027 shares; 2025Q4: 40,060 shares; 2026Q1: 55,449 shares 55,449 $15.9M 0.51% +15,389 Timeline SCHO 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: restricted; 2024Q4: 397,685 shares; 2025Q1: 544,445 shares; 2025Q2: 563,358 shares; 2025Q3: 577,821 shares; 2025Q4: 592,021 shares; 2026Q1: 637,834 shares 637,834 $15.5M 0.49% +45,813 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: restricted; 2024Q4: 41,562 shares; 2025Q1: 42,821 shares; 2025Q2: 42,310 shares; 2025Q3: 46,798 shares; 2025Q4: 50,692 shares; 2026Q1: 72,303 shares 72,303 $15M 0.47% +21,611 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: restricted; 2024Q4: 99,526 shares; 2025Q1: 107,308 shares; 2025Q2: 126,764 shares; 2025Q3: 131,804 shares; 2025Q4: 240,587 shares; 2026Q1: 204,962 shares 204,962 $14.3M 0.45% -35,625 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: restricted; 2024Q4: 91,096 shares; 2025Q1: 74,287 shares; 2025Q2: 75,061 shares; 2025Q3: 60,537 shares; 2025Q4: 61,528 shares; 2026Q1: 146,875 shares 146,875 $14.3M 0.45% +85,347 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 80,426 shares; 2025Q1: 149,189 shares; 2025Q2: 156,894 shares; 2025Q3: 180,319 shares; 2025Q4: 299,095 shares; 2026Q1: 285,774 shares 285,774 $14.2M 0.45% -13,321 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 688,283 shares; 2025Q1: 693,914 shares; 2025Q2: 722,073 shares; 2025Q3: 736,046 shares; 2025Q4: 756,752 shares; 2026Q1: 784,275 shares 784,275 $13.9M 0.44% +27,523 Timeline ITM 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: restricted; 2024Q4: 441,292 shares; 2025Q1: 321,958 shares; 2025Q2: 318,001 shares; 2025Q3: 319,930 shares; 2025Q4: 323,781 shares; 2026Q1: 291,752 shares 291,752 $13.5M 0.43% -32,029 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: restricted; 2024Q4: 55,541 shares; 2025Q1: 54,638 shares; 2025Q2: 54,124 shares; 2025Q3: 48,756 shares; 2025Q4: 47,927 shares; 2026Q1: 47,154 shares 47,154 $13.5M 0.43% -773 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 54,132 shares; 2025Q1: 585,649 shares; 2025Q2: 425,380 shares; 2025Q3: 255,903 shares; 2025Q4: 247,572 shares; 2026Q1: 246,195 shares 246,195 $12.6M 0.4% -1,377 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 231,196 shares 231,196 $12.1M 0.39% new 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: restricted; 2024Q4: 14,718 shares; 2025Q1: 14,988 shares; 2025Q2: 15,300 shares; 2025Q3: 16,063 shares; 2025Q4: 15,797 shares; 2026Q1: 20,849 shares 20,849 $11.9M 0.38% +5,052 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: restricted; 2024Q4: 57,059 shares; 2025Q1: 57,243 shares; 2025Q2: 56,972 shares; 2025Q3: 56,259 shares; 2025Q4: 56,097 shares; 2026Q1: 55,818 shares 55,818 $11.9M 0.38% -279 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: restricted; 2024Q4: 19,919 shares; 2025Q1: 19,973 shares; 2025Q2: 19,826 shares; 2025Q3: 20,945 shares; 2025Q4: 20,691 shares; 2026Q1: 40,458 shares 40,458 $11.9M 0.38% +19,767 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: restricted; 2024Q4: 114,920 shares; 2025Q1: 115,402 shares; 2025Q2: 117,955 shares; 2025Q3: 126,872 shares; 2025Q4: 128,319 shares; 2026Q1: 135,254 shares 135,254 $11.9M 0.38% +6,935 Timeline PZA 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: restricted; 2024Q4: 15,092 shares; 2025Q1: 23,085 shares; 2025Q2: 39,254 shares; 2025Q3: 486,716 shares; 2025Q4: 486,734 shares; 2026Q1: 484,955 shares 484,955 $11.1M 0.35% -1,779 Timeline SPMO 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: restricted; 2024Q4: 184,135 shares; 2025Q1: 17,339 shares; 2025Q2: 16,975 shares; 2025Q3: 18,752 shares; 2025Q4: 20,617 shares; 2026Q1: 97,009 shares 97,009 $10.9M 0.34% +76,392 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 169,904 shares 169,904 $10.9M 0.34% new 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: restricted; 2024Q4: 410,753 shares; 2025Q1: 401,128 shares; 2025Q2: 426,335 shares; 2025Q3: 425,277 shares; 2025Q4: 422,207 shares; 2026Q1: 423,120 shares 423,120 $10.8M 0.34% +913 Timeline BBJP 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: restricted; 2024Q4: 199,468 shares; 2025Q1: 203,375 shares; 2025Q2: 204,506 shares; 2025Q3: 205,642 shares; 2025Q4: 213,421 shares; 2026Q1: 154,860 shares 154,860 $10.7M 0.34% -58,561 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: restricted; 2024Q4: 15,731 shares; 2025Q1: 15,965 shares; 2025Q2: 17,445 shares; 2025Q3: 18,880 shares; 2025Q4: 20,131 shares; 2026Q1: 21,123 shares 21,123 $10.1M 0.32% +992 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: restricted; 2024Q4: 18,988 shares; 2025Q1: 19,683 shares; 2025Q2: 20,559 shares; 2025Q3: 21,756 shares; 2025Q4: 26,134 shares; 2026Q1: 34,402 shares 34,402 $9.87M 0.31% +8,268 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: restricted; 2024Q4: 5,980 shares; 2025Q1: 6,447 shares; 2025Q2: 5,742 shares; 2025Q3: 5,756 shares; 2025Q4: 5,914 shares; 2026Q1: 45,810 shares 45,810 $9.79M 0.31% +39,896 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: restricted; 2024Q4: 39,501 shares; 2025Q1: 42,990 shares; 2025Q2: 43,857 shares; 2025Q3: 43,795 shares; 2025Q4: 48,978 shares; 2026Q1: 46,312 shares 46,312 $9.78M 0.31% -2,666 Timeline HEFA 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: restricted; 2024Q4: 245,280 shares; 2025Q1: 251,965 shares; 2025Q2: 230,338 shares; 2025Q3: 228,224 shares; 2025Q4: 221,415 shares; 2026Q1: 221,510 shares 221,510 $9.41M 0.3% +95 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: restricted; 2024Q4: 17,092 shares; 2025Q1: 18,790 shares; 2025Q2: 18,589 shares; 2025Q3: 19,821 shares; 2025Q4: 20,394 shares; 2026Q1: 37,925 shares 37,925 $9.27M 0.29% +17,531 Timeline VLUE 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: restricted; 2024Q4: not reported; 2025Q1: 184,076 shares; 2025Q2: 190,257 shares; 2025Q3: 147,446 shares; 2025Q4: 145,951 shares; 2026Q1: 65,091 shares 65,091 $9.26M 0.29% -80,860 Timeline SPSM 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: restricted; 2024Q4: 331,836 shares; 2025Q1: 342,229 shares; 2025Q2: 547,383 shares; 2025Q3: 187,950 shares; 2025Q4: 190,447 shares; 2026Q1: 190,637 shares 190,637 $9.21M 0.29% +190 Timeline TQQQ 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: restricted; 2024Q4: 179,734 shares; 2025Q1: 366,450 shares; 2025Q2: 100,500 shares; 2025Q3: 88,500 shares; 2025Q4: 177,000 shares; 2026Q1: 217,000 shares 217,000 $9.04M 0.29% +40,000 Timeline FVAL 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: restricted; 2024Q4: not reported; 2025Q1: 252,014 shares; 2025Q2: not reported; 2025Q3: 2,966 shares; 2025Q4: 2,972 shares; 2026Q1: 126,784 shares 126,784 $8.8M 0.28% +123,812 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: restricted; 2024Q4: 5,637 shares; 2025Q1: 5,000 shares; 2025Q2: 127,471 shares; 2025Q3: 130,280 shares; 2025Q4: 133,550 shares; 2026Q1: 125,098 shares 125,098 $8.54M 0.27% -8,452 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: restricted; 2024Q4: 12,844 shares; 2025Q1: 11,330 shares; 2025Q2: 11,650 shares; 2025Q3: 12,705 shares; 2025Q4: 13,950 shares; 2026Q1: 43,273 shares 43,273 $8.35M 0.26% +29,323 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 376,818 shares; 2025Q1: 423,250 shares; 2025Q2: 416,232 shares; 2025Q3: 203,691 shares; 2025Q4: 210,449 shares; 2026Q1: 182,178 shares 182,178 $8.26M 0.26% -28,271 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: restricted; 2024Q4: 121,301 shares; 2025Q1: 113,004 shares; 2025Q2: 117,214 shares; 2025Q3: 116,651 shares; 2025Q4: 118,131 shares; 2026Q1: 114,094 shares 114,094 $8.01M 0.25% -4,037 Timeline DOL 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: restricted; 2024Q4: 118,156 shares; 2025Q1: 118,207 shares; 2025Q2: 121,448 shares; 2025Q3: 121,058 shares; 2025Q4: 121,793 shares; 2026Q1: 110,925 shares 110,925 $7.54M 0.24% -10,868 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: restricted; 2024Q4: 10,800 shares; 2025Q1: 10,964 shares; 2025Q2: 14,618 shares; 2025Q3: 14,336 shares; 2025Q4: 14,440 shares; 2026Q1: 17,222 shares 17,222 $7.52M 0.24% +2,782 Timeline SPTL 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: restricted; 2024Q4: 532,673 shares; 2025Q1: 227,031 shares; 2025Q2: 238,691 shares; 2025Q3: 251,719 shares; 2025Q4: 259,171 shares; 2026Q1: 285,688 shares 285,688 $7.51M 0.24% +26,517 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: restricted; 2024Q4: 4,923 shares; 2025Q1: 5,166 shares; 2025Q2: 4,806 shares; 2025Q3: 5,285 shares; 2025Q4: 5,639 shares; 2026Q1: 7,977 shares 7,977 $7.34M 0.23% +2,338 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: restricted; 2024Q4: 127,728 shares; 2025Q1: 124,381 shares; 2025Q2: 124,720 shares; 2025Q3: 98,532 shares; 2025Q4: 98,425 shares; 2026Q1: 97,606 shares 97,606 $7.33M 0.23% -819 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: restricted; 2024Q4: 16,298 shares; 2025Q1: 17,007 shares; 2025Q2: 15,977 shares; 2025Q3: 17,135 shares; 2025Q4: 18,393 shares; 2026Q1: 33,518 shares 33,518 $7.29M 0.23% +15,125 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: restricted; 2024Q4: 35,100 shares; 2025Q1: 33,381 shares; 2025Q2: 33,039 shares; 2025Q3: 29,783 shares; 2025Q4: 29,826 shares; 2026Q1: 29,210 shares 29,210 $7.24M 0.23% -616 Timeline RWO 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: restricted; 2024Q4: 135,007 shares; 2025Q1: 138,641 shares; 2025Q2: 143,592 shares; 2025Q3: 145,934 shares; 2025Q4: 149,574 shares; 2026Q1: 151,693 shares 151,693 $6.94M 0.22% +2,119 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: restricted; 2024Q4: 132,546 shares; 2025Q1: 134,649 shares; 2025Q2: 63,934 shares; 2025Q3: 63,810 shares; 2025Q4: 63,679 shares; 2026Q1: 65,042 shares 65,042 $6.9M 0.22% +1,363 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: restricted; 2024Q4: 8,771 shares; 2025Q1: 11,602 shares; 2025Q2: 12,862 shares; 2025Q3: 14,846 shares; 2025Q4: 14,441 shares; 2026Q1: 17,971 shares 17,971 $6.68M 0.21% +3,530 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: restricted; 2024Q4: 40,559 shares; 2025Q1: 40,802 shares; 2025Q2: 39,131 shares; 2025Q3: 40,253 shares; 2025Q4: 46,462 shares; 2026Q1: 53,279 shares 53,279 $6.62M 0.21% +6,817 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: restricted; 2024Q4: 27,642 shares; 2025Q1: 27,229 shares; 2025Q2: 26,683 shares; 2025Q3: 19,766 shares; 2025Q4: 19,450 shares; 2026Q1: 20,405 shares 20,405 $6.4M 0.2% +955 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: restricted; 2024Q4: 5,312 shares; 2025Q1: 5,224 shares; 2025Q2: 6,103 shares; 2025Q3: 5,599 shares; 2025Q4: 6,071 shares; 2026Q1: 10,862 shares 10,862 $6.27M 0.2% +4,791 Timeline AVIV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 82,083 shares 82,083 $6.14M 0.19% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,192 shares; 2025Q1: not reported; 2025Q2: 4,928 shares; 2025Q3: 5,554 shares; 2025Q4: 4,958 shares; 2026Q1: 128,662 shares 128,662 $6.12M 0.19% +123,704 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,012 shares; 2025Q1: 20,573 shares; 2025Q2: 24,495 shares; 2025Q3: 33,346 shares; 2025Q4: 34,520 shares; 2026Q1: 119,055 shares 119,055 $6.03M 0.19% +84,535 Timeline INDA 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: restricted; 2024Q4: 142,970 shares; 2025Q1: 108,807 shares; 2025Q2: 109,527 shares; 2025Q3: 112,838 shares; 2025Q4: 115,499 shares; 2026Q1: 127,623 shares 127,623 $5.98M 0.19% +12,124 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: restricted; 2024Q4: 73,348 shares; 2025Q1: 70,726 shares; 2025Q2: 62,631 shares; 2025Q3: 60,497 shares; 2025Q4: 57,148 shares; 2026Q1: 57,614 shares 57,614 $5.72M 0.18% +466 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: restricted; 2024Q4: 24,102 shares; 2025Q1: 25,184 shares; 2025Q2: 24,789 shares; 2025Q3: 26,286 shares; 2025Q4: 27,481 shares; 2026Q1: 71,291 shares 71,291 $5.53M 0.18% +43,810 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: restricted; 2024Q4: 146,742 shares; 2025Q1: 146,328 shares; 2025Q2: 175,635 shares; 2025Q3: 176,428 shares; 2025Q4: 170,364 shares; 2026Q1: 175,372 shares 175,372 $5.38M 0.17% +5,008 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: restricted; 2024Q4: 21,821 shares; 2025Q1: 21,954 shares; 2025Q2: 21,921 shares; 2025Q3: 18,538 shares; 2025Q4: 19,794 shares; 2026Q1: 27,386 shares 27,386 $5.37M 0.17% +7,592 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480,928 shares; 2025Q1: 301,811 shares; 2025Q2: 299,341 shares; 2025Q3: 182,155 shares; 2025Q4: 183,219 shares; 2026Q1: 215,702 shares 215,702 $5.35M 0.17% +32,483 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: restricted; 2024Q4: 26,313 shares; 2025Q1: 25,754 shares; 2025Q2: 25,605 shares; 2025Q3: 22,518 shares; 2025Q4: 23,085 shares; 2026Q1: 24,469 shares 24,469 $5.32M 0.17% +1,384 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: restricted; 2024Q4: 18,831 shares; 2025Q1: 73,353 shares; 2025Q2: 70,079 shares; 2025Q3: 78,334 shares; 2025Q4: 85,744 shares; 2026Q1: 98,346 shares 98,346 $5.19M 0.16% +12,602 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: restricted; 2024Q4: 761 shares; 2025Q1: 753 shares; 2025Q2: 768 shares; 2025Q3: 835 shares; 2025Q4: 847 shares; 2026Q1: 9,591 shares 9,591 $5.16M 0.16% +8,744 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: restricted; 2024Q4: 50,689 shares; 2025Q1: 50,699 shares; 2025Q2: 43,819 shares; 2025Q3: 50,172 shares; 2025Q4: 49,627 shares; 2026Q1: 151,774 shares 151,774 $5.09M 0.16% +102,147 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: restricted; 2024Q4: 8,900 shares; 2025Q1: 7,830 shares; 2025Q2: 8,317 shares; 2025Q3: 9,021 shares; 2025Q4: 8,820 shares; 2026Q1: 16,732 shares 16,732 $5.06M 0.16% +7,912 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: restricted; 2024Q4: 17,673 shares; 2025Q1: 17,209 shares; 2025Q2: 16,496 shares; 2025Q3: 17,853 shares; 2025Q4: 17,109 shares; 2026Q1: 32,350 shares 32,350 $5.02M 0.16% +15,241 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: restricted; 2024Q4: 5,826 shares; 2025Q1: 4,933 shares; 2025Q2: 5,820 shares; 2025Q3: 6,145 shares; 2025Q4: 6,274 shares; 2026Q1: 14,120 shares 14,120 $4.97M 0.16% +7,846 Timeline BGIG ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,200 shares; 2025Q1: 97,424 shares; 2025Q2: 72,310 shares; 2025Q3: 146,171 shares; 2025Q4: 148,767 shares; 2026Q1: 146,831 shares 146,831 $4.88M 0.15% -1,936 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: restricted; 2024Q4: 6,892 shares; 2025Q1: 6,258 shares; 2025Q2: 6,976 shares; 2025Q3: 7,283 shares; 2025Q4: 7,504 shares; 2026Q1: 15,600 shares 15,600 $4.85M 0.15% +8,096 Timeline NVDY TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 70,800 shares; 2025Q1: 208,000 shares; 2025Q2: 209,500 shares; 2025Q3: 312,700 shares; 2025Q4: 262,070 shares; 2026Q1: 368,952 shares 368,952 $4.79M 0.15% +106,882 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: restricted; 2024Q4: 45,022 shares; 2025Q1: 44,439 shares; 2025Q2: 38,542 shares; 2025Q3: 45,455 shares; 2025Q4: 41,794 shares; 2026Q1: 42,001 shares 42,001 $4.75M 0.15% +207 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: restricted; 2024Q4: 9,880 shares; 2025Q1: 7,461 shares; 2025Q2: 7,809 shares; 2025Q3: 9,864 shares; 2025Q4: 10,367 shares; 2026Q1: 10,997 shares 10,997 $4.73M 0.15% +630 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,888 shares; 2025Q1: 19,689 shares; 2025Q2: 19,684 shares; 2025Q3: 12,917 shares; 2025Q4: 12,884 shares; 2026Q1: 12,865 shares 12,865 $4.73M 0.15% -19 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: restricted; 2024Q4: 28,124 shares; 2025Q1: 28,115 shares; 2025Q2: 32,386 shares; 2025Q3: 25,806 shares; 2025Q4: 26,090 shares; 2026Q1: 25,957 shares 25,957 $4.71M 0.15% -133 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: restricted; 2024Q4: 25,948 shares; 2025Q1: 26,158 shares; 2025Q2: 23,430 shares; 2025Q3: 12,962 shares; 2025Q4: 12,634 shares; 2026Q1: 12,981 shares 12,981 $4.63M 0.15% +347 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: restricted; 2024Q4: 23,792 shares; 2025Q1: 28,407 shares; 2025Q2: 23,318 shares; 2025Q3: 22,957 shares; 2025Q4: 35,392 shares; 2026Q1: 45,777 shares 45,777 $4.61M 0.15% +10,385 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 72,360 shares; 2025Q1: 72,050 shares; 2025Q2: 73,102 shares; 2025Q3: 105,943 shares; 2025Q4: 98,131 shares; 2026Q1: 78,353 shares 78,353 $4.56M 0.14% -19,778 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: restricted; 2024Q4: 12,824 shares; 2025Q1: 12,863 shares; 2025Q2: 13,362 shares; 2025Q3: 13,490 shares; 2025Q4: 13,586 shares; 2026Q1: 13,745 shares 13,745 $4.52M 0.14% +159 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: restricted; 2024Q4: 31,493 shares; 2025Q1: 31,741 shares; 2025Q2: 28,383 shares; 2025Q3: 29,843 shares; 2025Q4: 34,208 shares; 2026Q1: 91,780 shares 91,780 $4.47M 0.14% +57,572 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: restricted; 2024Q4: 6,957 shares; 2025Q1: 6,865 shares; 2025Q2: 7,134 shares; 2025Q3: 6,458 shares; 2025Q4: 6,457 shares; 2026Q1: 6,310 shares 6,310 $4.4M 0.14% -147 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: restricted; 2024Q4: 32,282 shares; 2025Q1: 35,031 shares; 2025Q2: 36,726 shares; 2025Q3: 37,625 shares; 2025Q4: 24,646 shares; 2026Q1: 22,913 shares 22,913 $4.39M 0.14% -1,733 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: restricted; 2024Q4: 6,585 shares; 2025Q1: 7,406 shares; 2025Q2: 6,541 shares; 2025Q3: 7,354 shares; 2025Q4: 7,673 shares; 2026Q1: 38,401 shares 38,401 $4.36M 0.14% +30,728 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: restricted; 2024Q4: 16,808 shares; 2025Q1: 17,421 shares; 2025Q2: 16,632 shares; 2025Q3: 16,564 shares; 2025Q4: 16,044 shares; 2026Q1: 58,723 shares 58,723 $4.27M 0.14% +42,679 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 23,218 shares 23,218 $4.23M 0.13% new 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: restricted; 2024Q4: 795 shares; 2025Q1: 818 shares; 2025Q2: 832 shares; 2025Q3: 882 shares; 2025Q4: 904 shares; 2026Q1: 4,306 shares 4,306 $4.14M 0.13% +3,402 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: restricted; 2024Q4: 2,192 shares; 2025Q1: 2,173 shares; 2025Q2: 2,183 shares; 2025Q3: 2,151 shares; 2025Q4: 2,070 shares; 2026Q1: 6,808 shares 6,808 $4.11M 0.13% +4,738 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: restricted; 2024Q4: 6,946 shares; 2025Q1: 9,100 shares; 2025Q2: 7,353 shares; 2025Q3: 7,629 shares; 2025Q4: 7,901 shares; 2026Q1: 12,630 shares 12,630 $4.05M 0.13% +4,729 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: restricted; 2024Q4: 4,758 shares; 2025Q1: 3,713 shares; 2025Q2: 4,078 shares; 2025Q3: 4,245 shares; 2025Q4: 4,768 shares; 2026Q1: 24,316 shares 24,316 $4.02M 0.13% +19,548 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: restricted; 2024Q4: 1,909 shares; 2025Q1: 1,717 shares; 2025Q2: 1,668 shares; 2025Q3: 1,775 shares; 2025Q4: 2,218 shares; 2026Q1: 4,032 shares 4,032 $4.02M 0.13% +1,814 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: restricted; 2024Q4: 56,423 shares; 2025Q1: 56,423 shares; 2025Q2: 56,423 shares; 2025Q3: 56,423 shares; 2025Q4: 56,423 shares; 2026Q1: 110,100 shares 110,100 $3.93M 0.12% +53,677 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: restricted; 2024Q4: 12,563 shares; 2025Q1: 10,781 shares; 2025Q2: 10,183 shares; 2025Q3: 12,468 shares; 2025Q4: 11,592 shares; 2026Q1: 40,951 shares 40,951 $3.8M 0.12% +29,359 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: restricted; 2024Q4: 10,370 shares; 2025Q1: 10,644 shares; 2025Q2: 10,529 shares; 2025Q3: 11,430 shares; 2025Q4: 11,342 shares; 2026Q1: 22,703 shares 22,703 $3.74M 0.12% +11,361 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: restricted; 2024Q4: 5,695 shares; 2025Q1: 6,208 shares; 2025Q2: 6,118 shares; 2025Q3: 6,503 shares; 2025Q4: 6,314 shares; 2026Q1: 16,444 shares 16,444 $3.72M 0.12% +10,130 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: restricted; 2024Q4: 17,030 shares; 2025Q1: 16,758 shares; 2025Q2: 13,719 shares; 2025Q3: 15,418 shares; 2025Q4: 15,829 shares; 2026Q1: 30,754 shares 30,754 $3.7M 0.12% +14,925 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: restricted; 2024Q4: 4,645 shares; 2025Q1: 3,948 shares; 2025Q2: 4,141 shares; 2025Q3: 4,211 shares; 2025Q4: 4,353 shares; 2026Q1: 5,211 shares 5,211 $3.69M 0.12% +858 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: restricted; 2024Q4: 3,553 shares; 2025Q1: 4,656 shares; 2025Q2: 4,537 shares; 2025Q3: 6,739 shares; 2025Q4: 6,780 shares; 2026Q1: 28,041 shares 28,041 $3.67M 0.12% +21,261 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,735 shares; 2025Q1: 83,759 shares; 2025Q2: 83,720 shares; 2025Q3: 81,182 shares; 2025Q4: 71,230 shares; 2026Q1: 72,223 shares 72,223 $3.64M 0.12% +993 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 40,414 shares; 2025Q1: 33,252 shares; 2025Q2: 32,929 shares; 2025Q3: 33,040 shares; 2025Q4: 32,832 shares; 2026Q1: 32,964 shares 32,964 $3.51M 0.11% +132 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: restricted; 2024Q4: 1,894 shares; 2025Q1: 2,019 shares; 2025Q2: 2,255 shares; 2025Q3: 2,706 shares; 2025Q4: 2,765 shares; 2026Q1: 6,979 shares 6,979 $3.49M 0.11% +4,214 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: restricted; 2024Q4: 6,118 shares; 2025Q1: 6,339 shares; 2025Q2: 6,385 shares; 2025Q3: 7,139 shares; 2025Q4: 7,447 shares; 2026Q1: 27,042 shares 27,042 $3.48M 0.11% +19,595 Timeline DHS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 31,409 shares 31,409 $3.43M 0.11% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,217 shares; 2025Q4: 64,073 shares; 2026Q1: 68,135 shares 68,135 $3.42M 0.11% +4,062 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: restricted; 2024Q4: 13,671 shares; 2025Q1: 13,721 shares; 2025Q2: 13,983 shares; 2025Q3: 14,075 shares; 2025Q4: 14,118 shares; 2026Q1: 13,986 shares 13,986 $3.42M 0.11% -132 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: restricted; 2024Q4: 17,575 shares; 2025Q1: 17,750 shares; 2025Q2: 20,457 shares; 2025Q3: 22,043 shares; 2025Q4: 22,137 shares; 2026Q1: 23,121 shares 23,121 $3.38M 0.11% +984 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: restricted; 2024Q4: 6,750 shares; 2025Q1: 6,882 shares; 2025Q2: 7,428 shares; 2025Q3: 8,210 shares; 2025Q4: 8,352 shares; 2026Q1: 10,001 shares 10,001 $3.38M 0.11% +1,649 Timeline JEPQ 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: restricted; 2024Q4: 19,876 shares; 2025Q1: 29,387 shares; 2025Q2: 39,837 shares; 2025Q3: 43,869 shares; 2025Q4: 49,457 shares; 2026Q1: 57,698 shares 57,698 $3.2M 0.1% +8,241 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,216 shares; 2025Q1: 14,601 shares; 2025Q2: 14,561 shares; 2025Q3: 15,428 shares; 2025Q4: 14,825 shares; 2026Q1: 36,774 shares 36,774 $3.19M 0.1% +21,949 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: restricted; 2024Q4: 70,830 shares; 2025Q1: 70,493 shares; 2025Q2: 67,820 shares; 2025Q3: 67,162 shares; 2025Q4: 67,187 shares; 2026Q1: 106,079 shares 106,079 $3.09M 0.1% +38,892 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: restricted; 2024Q4: 61,120 shares; 2025Q1: 48,133 shares; 2025Q2: 69,854 shares; 2025Q3: 63,711 shares; 2025Q4: 55,060 shares; 2026Q1: 41,140 shares 41,140 $3.06M 0.1% -13,920 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,286 shares 25,286 $3M 0.1% new 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: restricted; 2024Q4: 53,386 shares; 2025Q1: 53,230 shares; 2025Q2: 47,742 shares; 2025Q3: 47,682 shares; 2025Q4: 28,063 shares; 2026Q1: 23,467 shares 23,467 $2.94M 0.09% -4,596 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: restricted; 2024Q4: 40,021 shares; 2025Q1: 38,680 shares; 2025Q2: 37,315 shares; 2025Q3: 25,729 shares; 2025Q4: 25,444 shares; 2026Q1: 24,542 shares 24,542 $2.91M 0.09% -902 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,082 shares; 2025Q1: 43,135 shares; 2025Q2: 41,865 shares; 2025Q3: 39,497 shares; 2025Q4: 38,696 shares; 2026Q1: 55,189 shares 55,189 $2.9M 0.09% +16,493 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,990 shares; 2025Q1: 16,885 shares; 2025Q2: 24,748 shares; 2025Q3: 37,502 shares; 2025Q4: 48,732 shares; 2026Q1: 52,933 shares 52,933 $2.79M 0.09% +4,201 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: restricted; 2024Q4: 33,874 shares; 2025Q1: 34,309 shares; 2025Q2: 33,819 shares; 2025Q3: 34,668 shares; 2025Q4: 33,682 shares; 2026Q1: 35,017 shares 35,017 $2.78M 0.09% +1,335 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: restricted; 2024Q4: 5,861 shares; 2025Q1: 6,034 shares; 2025Q2: 6,101 shares; 2025Q3: 6,689 shares; 2025Q4: 7,126 shares; 2026Q1: 17,371 shares 17,371 $2.77M 0.09% +10,245 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 51,203 shares; 2025Q1: 51,295 shares; 2025Q2: 52,514 shares; 2025Q3: 52,514 shares; 2025Q4: 56,190 shares; 2026Q1: 53,411 shares 53,411 $2.71M 0.09% -2,779 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: restricted; 2024Q4: 17,521 shares; 2025Q1: 18,829 shares; 2025Q2: 20,373 shares; 2025Q3: 20,832 shares; 2025Q4: 20,459 shares; 2026Q1: 20,552 shares 20,552 $2.71M 0.09% +93 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: restricted; 2024Q4: 34,291 shares; 2025Q1: 30,536 shares; 2025Q2: 30,079 shares; 2025Q3: 30,684 shares; 2025Q4: 33,009 shares; 2026Q1: 35,523 shares 35,523 $2.7M 0.09% +2,514 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: restricted; 2024Q4: 61,739 shares; 2025Q1: 63,495 shares; 2025Q2: 75,287 shares; 2025Q3: 76,478 shares; 2025Q4: 66,843 shares; 2026Q1: 71,386 shares 71,386 $2.7M 0.09% +4,543 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 56,228 shares; 2025Q1: 55,465 shares; 2025Q2: 45,547 shares; 2025Q3: 45,265 shares; 2025Q4: 43,123 shares; 2026Q1: 41,586 shares 41,586 $2.69M 0.09% -1,537 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 43,137 shares; 2025Q1: 42,302 shares; 2025Q2: 39,567 shares; 2025Q3: 38,779 shares; 2025Q4: 39,477 shares; 2026Q1: 25,245 shares 25,245 $2.68M 0.08% -14,232 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: restricted; 2024Q4: 16,014 shares; 2025Q1: 16,496 shares; 2025Q2: 16,458 shares; 2025Q3: 17,042 shares; 2025Q4: 16,681 shares; 2026Q1: 18,472 shares 18,472 $2.67M 0.08% +1,791 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: restricted; 2024Q4: 12,474 shares; 2025Q1: 13,573 shares; 2025Q2: 14,368 shares; 2025Q3: 15,790 shares; 2025Q4: 14,440 shares; 2026Q1: 52,753 shares 52,753 $2.65M 0.08% +38,313 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: restricted; 2024Q4: 8,699 shares; 2025Q1: 9,036 shares; 2025Q2: 8,784 shares; 2025Q3: 9,301 shares; 2025Q4: 9,795 shares; 2026Q1: 25,711 shares 25,711 $2.64M 0.08% +15,916 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,133 shares 9,133 $2.62M 0.08% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,250 shares; 2025Q1: 60,165 shares; 2025Q2: 46,513 shares; 2025Q3: 55,724 shares; 2025Q4: 48,106 shares; 2026Q1: 51,558 shares 51,558 $2.61M 0.08% +3,452 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: restricted; 2024Q4: 205,318 shares; 2025Q1: 206,337 shares; 2025Q2: 186,558 shares; 2025Q3: 187,585 shares; 2025Q4: 95,367 shares; 2026Q1: 93,454 shares 93,454 $2.6M 0.08% -1,913 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: restricted; 2024Q4: 3,634 shares; 2025Q1: 3,409 shares; 2025Q2: 3,354 shares; 2025Q3: 3,431 shares; 2025Q4: 3,508 shares; 2026Q1: 7,570 shares 7,570 $2.6M 0.08% +4,062 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,954 shares; 2025Q1: 60,801 shares; 2025Q2: 46,952 shares; 2025Q3: 55,653 shares; 2025Q4: 48,476 shares; 2026Q1: 51,374 shares 51,374 $2.56M 0.08% +2,898 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,579 shares; 2025Q1: 20,661 shares; 2025Q2: 21,013 shares; 2025Q3: 24,883 shares; 2025Q4: 25,262 shares; 2026Q1: 104,454 shares 104,454 $2.54M 0.08% +79,192 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: restricted; 2024Q4: 22,410 shares; 2025Q1: 22,517 shares; 2025Q2: 20,578 shares; 2025Q3: 14,079 shares; 2025Q4: 14,194 shares; 2026Q1: 16,684 shares 16,684 $2.47M 0.08% +2,490 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: restricted; 2024Q4: 7,805 shares; 2025Q1: 8,349 shares; 2025Q2: 8,060 shares; 2025Q3: 8,337 shares; 2025Q4: 8,468 shares; 2026Q1: 10,191 shares 10,191 $2.47M 0.08% +1,723 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: restricted; 2024Q4: 1,617 shares; 2025Q1: 1,979 shares; 2025Q2: 1,985 shares; 2025Q3: 1,990 shares; 2025Q4: 1,994 shares; 2026Q1: 16,882 shares 16,882 $2.46M 0.08% +14,888 Timeline VIGI 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: restricted; 2024Q4: 25,591 shares; 2025Q1: 26,323 shares; 2025Q2: 27,727 shares; 2025Q3: 27,738 shares; 2025Q4: 27,725 shares; 2026Q1: 27,845 shares 27,845 $2.46M 0.08% +120 Timeline QQQM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,188 shares; 2025Q3: 5,525 shares; 2025Q4: 7,911 shares; 2026Q1: 10,294 shares 10,294 $2.45M 0.08% +2,383 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: restricted; 2024Q4: 3,632 shares; 2025Q1: 2,791 shares; 2025Q2: 5,181 shares; 2025Q3: 5,940 shares; 2025Q4: 6,155 shares; 2026Q1: 12,021 shares 12,021 $2.45M 0.08% +5,866 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,035 shares; 2025Q1: 17,779 shares; 2025Q2: 18,019 shares; 2025Q3: 17,831 shares; 2025Q4: 17,636 shares; 2026Q1: 17,647 shares 17,647 $2.44M 0.08% +11 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: restricted; 2024Q4: 12,008 shares; 2025Q1: 11,404 shares; 2025Q2: 10,729 shares; 2025Q3: 10,098 shares; 2025Q4: 10,563 shares; 2026Q1: 16,507 shares 16,507 $2.43M 0.08% +5,944 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,284 shares; 2025Q1: 28,196 shares; 2025Q2: 27,726 shares; 2025Q3: 28,736 shares; 2025Q4: 32,768 shares; 2026Q1: 42,822 shares 42,822 $2.43M 0.08% +10,054 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: restricted; 2024Q4: 1,766 shares; 2025Q1: 1,727 shares; 2025Q2: 1,807 shares; 2025Q3: 2,184 shares; 2025Q4: 21,338 shares; 2026Q1: 24,674 shares 24,674 $2.37M 0.08% +3,336 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 59,268 shares; 2025Q1: 75,059 shares; 2025Q2: 56,423 shares; 2025Q3: 48,272 shares; 2025Q4: 58,318 shares; 2026Q1: 99,869 shares 99,869 $2.37M 0.08% +41,551 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,441 shares; 2025Q1: 13,915 shares; 2025Q2: 13,185 shares; 2025Q3: 13,033 shares; 2025Q4: 13,049 shares; 2026Q1: 23,775 shares 23,775 $2.34M 0.07% +10,726 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: restricted; 2024Q4: 2,950 shares; 2025Q1: 2,942 shares; 2025Q2: 2,905 shares; 2025Q3: 2,503 shares; 2025Q4: 2,406 shares; 2026Q1: 11,758 shares 11,758 $2.33M 0.07% +9,352 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,877 shares; 2025Q1: 2,001 shares; 2025Q2: 1,831 shares; 2025Q3: 1,991 shares; 2025Q4: 2,112 shares; 2026Q1: 8,209 shares 8,209 $2.33M 0.07% +6,097 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: restricted; 2024Q4: 4,089 shares; 2025Q1: 4,159 shares; 2025Q2: 4,254 shares; 2025Q3: 4,969 shares; 2025Q4: 4,895 shares; 2026Q1: 6,485 shares 6,485 $2.32M 0.07% +1,590 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: restricted; 2024Q4: 4,162 shares; 2025Q1: 4,378 shares; 2025Q2: 4,226 shares; 2025Q3: 4,590 shares; 2025Q4: 4,667 shares; 2026Q1: 14,458 shares 14,458 $2.32M 0.07% +9,791 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: restricted; 2024Q4: 100,346 shares; 2025Q1: 98,396 shares; 2025Q2: 93,158 shares; 2025Q3: 65,059 shares; 2025Q4: 47,628 shares; 2026Q1: 42,452 shares 42,452 $2.29M 0.07% -5,176 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: restricted; 2024Q4: 57,024 shares; 2025Q1: 65,906 shares; 2025Q2: 68,873 shares; 2025Q3: 73,594 shares; 2025Q4: 74,348 shares; 2026Q1: 78,497 shares 78,497 $2.28M 0.07% +4,149 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: restricted; 2024Q4: 5,197 shares; 2025Q1: 5,330 shares; 2025Q2: 5,398 shares; 2025Q3: 3,961 shares; 2025Q4: 3,874 shares; 2026Q1: 31,732 shares 31,732 $2.24M 0.07% +27,858 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: restricted; 2024Q4: 21,743 shares; 2025Q1: 23,455 shares; 2025Q2: 23,919 shares; 2025Q3: 23,152 shares; 2025Q4: 23,166 shares; 2026Q1: 23,693 shares 23,693 $2.2M 0.07% +527 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: restricted; 2024Q4: 239,781 shares; 2025Q1: 221,143 shares; 2025Q2: 77,734 shares; 2025Q3: 78,049 shares; 2025Q4: 78,138 shares; 2026Q1: 74,840 shares 74,840 $2.18M 0.07% -3,298 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: restricted; 2024Q4: 20,240 shares; 2025Q1: 18,233 shares; 2025Q2: 19,945 shares; 2025Q3: 20,901 shares; 2025Q4: 23,684 shares; 2026Q1: 75,406 shares 75,406 $2.12M 0.07% +51,722 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: restricted; 2024Q4: 25,081 shares; 2025Q1: 24,485 shares; 2025Q2: 24,461 shares; 2025Q3: 21,805 shares; 2025Q4: 20,915 shares; 2026Q1: 37,099 shares 37,099 $2.11M 0.07% +16,184 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: restricted; 2024Q4: 2,410 shares; 2025Q1: 2,449 shares; 2025Q2: 1,736 shares; 2025Q3: 3,375 shares; 2025Q4: 3,541 shares; 2026Q1: 7,744 shares 7,744 $2.1M 0.07% +4,203 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: restricted; 2024Q4: 4,882 shares; 2025Q1: 4,858 shares; 2025Q2: 5,100 shares; 2025Q3: 5,269 shares; 2025Q4: 4,140 shares; 2026Q1: 5,299 shares 5,299 $2.08M 0.07% +1,159 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: restricted; 2024Q4: 2,576 shares; 2025Q1: 3,365 shares; 2025Q2: 4,996 shares; 2025Q3: 5,001 shares; 2025Q4: 4,984 shares; 2026Q1: 5,552 shares 5,552 $2.06M 0.07% +568 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,875 shares; 2025Q1: 18,922 shares; 2025Q2: 19,317 shares; 2025Q3: 21,074 shares; 2025Q4: 19,404 shares; 2026Q1: 26,114 shares 26,114 $2.05M 0.06% +6,710 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: restricted; 2024Q4: 8,631 shares; 2025Q1: 8,635 shares; 2025Q2: 9,669 shares; 2025Q3: 9,277 shares; 2025Q4: 9,194 shares; 2026Q1: 11,188 shares 11,188 $2.04M 0.06% +1,994 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 102,766 shares; 2025Q1: 107,728 shares; 2025Q2: 101,678 shares; 2025Q3: 108,404 shares; 2025Q4: 105,758 shares; 2026Q1: 105,450 shares 105,450 $2.04M 0.06% -308 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,769 shares; 2025Q3: 65,529 shares; 2025Q4: 61,311 shares; 2026Q1: 61,599 shares 61,599 $2.03M 0.06% +288 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 29,740 shares; 2025Q1: 28,720 shares; 2025Q2: 27,846 shares; 2025Q3: 26,429 shares; 2025Q4: 25,909 shares; 2026Q1: 40,813 shares 40,813 $2.02M 0.06% +14,904 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: restricted; 2024Q4: 9,192 shares; 2025Q1: 7,733 shares; 2025Q2: 6,653 shares; 2025Q3: 8,035 shares; 2025Q4: 8,063 shares; 2026Q1: 8,081 shares 8,081 $2M 0.06% +18 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: restricted; 2024Q4: 793 shares; 2025Q1: 976 shares; 2025Q2: 983 shares; 2025Q3: 1,015 shares; 2025Q4: 1,064 shares; 2026Q1: 1,512 shares 1,512 $2M 0.06% +448 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: restricted; 2024Q4: 32,289 shares; 2025Q1: 36,117 shares; 2025Q2: 40,574 shares; 2025Q3: 48,311 shares; 2025Q4: 54,562 shares; 2026Q1: 51,784 shares 51,784 $1.99M 0.06% -2,778 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: restricted; 2024Q4: 2,556 shares; 2025Q1: 2,833 shares; 2025Q2: 2,882 shares; 2025Q3: 3,218 shares; 2025Q4: 3,243 shares; 2026Q1: 6,983 shares 6,983 $1.98M 0.06% +3,740 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: restricted; 2024Q4: 57,372 shares; 2025Q1: 50,325 shares; 2025Q2: 50,325 shares; 2025Q3: 50,110 shares; 2025Q4: 50,110 shares; 2026Q1: 50,093 shares 50,093 $1.95M 0.06% -17 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: restricted; 2024Q4: 8,524 shares; 2025Q1: 7,482 shares; 2025Q2: 7,332 shares; 2025Q3: 7,403 shares; 2025Q4: 14,353 shares; 2026Q1: 14,682 shares 14,682 $1.95M 0.06% +329 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: restricted; 2024Q4: 9,173 shares; 2025Q1: 9,677 shares; 2025Q2: 10,044 shares; 2025Q3: 10,554 shares; 2025Q4: 11,054 shares; 2026Q1: 13,862 shares 13,862 $1.93M 0.06% +2,808 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 94,283 shares; 2025Q1: 89,127 shares; 2025Q2: 89,656 shares; 2025Q3: 109,314 shares; 2025Q4: 88,120 shares; 2026Q1: 81,526 shares 81,526 $1.89M 0.06% -6,594 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: restricted; 2024Q4: 3,936 shares; 2025Q1: 3,129 shares; 2025Q2: 2,707 shares; 2025Q3: 3,188 shares; 2025Q4: 3,149 shares; 2026Q1: 7,802 shares 7,802 $1.89M 0.06% +4,653 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,669 shares; 2025Q4: 4,645 shares; 2026Q1: 13,862 shares 13,862 $1.89M 0.06% +9,217 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,110 shares; 2025Q1: 28,181 shares; 2025Q2: 28,349 shares; 2025Q3: 28,380 shares; 2025Q4: 28,381 shares; 2026Q1: 28,381 shares 28,381 $1.87M 0.06% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,991 shares; 2025Q1: 14,314 shares; 2025Q2: 13,237 shares; 2025Q3: 13,253 shares; 2025Q4: 13,274 shares; 2026Q1: 13,221 shares 13,221 $1.87M 0.06% -53 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,338 shares; 2025Q3: 55,615 shares; 2025Q4: 50,176 shares; 2026Q1: 50,916 shares 50,916 $1.84M 0.06% +740 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: restricted; 2024Q4: 4,174 shares; 2025Q1: 8,947 shares; 2025Q2: 12,069 shares; 2025Q3: 13,038 shares; 2025Q4: 15,922 shares; 2026Q1: 23,753 shares 23,753 $1.83M 0.06% +7,831 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 96,696 shares; 2025Q1: 15,037 shares; 2025Q2: 15,110 shares; 2025Q3: 30,055 shares; 2025Q4: 32,972 shares; 2026Q1: 39,941 shares 39,941 $1.82M 0.06% +6,969 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 921 shares; 2025Q2: 1,097 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,497 shares 10,497 $1.81M 0.06% new Timeline SMH 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: restricted; 2024Q4: 4,475 shares; 2025Q1: 4,563 shares; 2025Q2: 4,590 shares; 2025Q3: 4,717 shares; 2025Q4: 4,740 shares; 2026Q1: 4,720 shares 4,720 $1.81M 0.06% -20 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,041 shares; 2025Q1: 8,641 shares; 2025Q2: 8,694 shares; 2025Q3: 7,986 shares; 2025Q4: 15,973 shares; 2026Q1: 16,535 shares 16,535 $1.8M 0.06% +562 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: restricted; 2024Q4: 18,220 shares; 2025Q1: 17,754 shares; 2025Q2: 16,053 shares; 2025Q3: 15,248 shares; 2025Q4: 15,078 shares; 2026Q1: 18,662 shares 18,662 $1.8M 0.06% +3,584 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: restricted; 2024Q4: 3,315 shares; 2025Q1: 3,776 shares; 2025Q2: 3,079 shares; 2025Q3: 3,215 shares; 2025Q4: 3,366 shares; 2026Q1: 13,639 shares 13,639 $1.79M 0.06% +10,273 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,769 shares; 2025Q1: 1,925 shares; 2025Q2: 1,823 shares; 2025Q3: 1,981 shares; 2025Q4: 1,898 shares; 2026Q1: 5,975 shares 5,975 $1.76M 0.06% +4,077 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: restricted; 2024Q4: 729 shares; 2025Q1: 761 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,040 shares 6,040 $1.75M 0.06% new 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: restricted; 2024Q4: 2,680 shares; 2025Q1: 2,722 shares; 2025Q2: 2,698 shares; 2025Q3: 2,844 shares; 2025Q4: 2,839 shares; 2026Q1: 5,316 shares 5,316 $1.75M 0.06% +2,477 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,520 shares; 2025Q1: 33,733 shares; 2025Q2: 32,178 shares; 2025Q3: 32,184 shares; 2025Q4: 32,087 shares; 2026Q1: 30,491 shares 30,491 $1.74M 0.06% -1,596 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,081 shares; 2025Q1: 10,145 shares; 2025Q2: 9,219 shares; 2025Q3: 8,792 shares; 2025Q4: 8,812 shares; 2026Q1: 9,080 shares 9,080 $1.74M 0.06% +268 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: restricted; 2024Q4: 16,184 shares; 2025Q1: 15,120 shares; 2025Q2: 15,051 shares; 2025Q3: 15,155 shares; 2025Q4: 15,233 shares; 2026Q1: 15,033 shares 15,033 $1.73M 0.05% -200 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,165 shares; 2025Q4: 2,662 shares; 2026Q1: 5,088 shares 5,088 $1.72M 0.05% +2,426 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,087 shares 40,087 $1.71M 0.05% new 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: restricted; 2024Q4: 2,075 shares; 2025Q1: 2,214 shares; 2025Q2: 2,378 shares; 2025Q3: 2,740 shares; 2025Q4: 2,861 shares; 2026Q1: 7,191 shares 7,191 $1.7M 0.05% +4,330 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: restricted; 2024Q4: 4,521 shares; 2025Q1: 4,131 shares; 2025Q2: 4,097 shares; 2025Q3: 3,663 shares; 2025Q4: 3,608 shares; 2026Q1: 20,238 shares 20,238 $1.69M 0.05% +16,630 Timeline GSIE 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: restricted; 2024Q4: 57,463 shares; 2025Q1: 57,529 shares; 2025Q2: 55,188 shares; 2025Q3: 53,702 shares; 2025Q4: 53,765 shares; 2026Q1: 38,876 shares 38,876 $1.68M 0.05% -14,889 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: restricted; 2024Q4: 3,232 shares; 2025Q1: 3,432 shares; 2025Q2: 3,463 shares; 2025Q3: 3,676 shares; 2025Q4: 3,423 shares; 2026Q1: 3,341 shares 3,341 $1.66M 0.05% -82 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,241 shares; 2026Q1: 35,995 shares 35,995 $1.65M 0.05% +31,754 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,729 shares; 2025Q3: 2,866 shares; 2025Q4: 3,352 shares; 2026Q1: 8,999 shares 8,999 $1.64M 0.05% +5,647 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: restricted; 2024Q4: 2,086 shares; 2025Q1: 2,204 shares; 2025Q2: 2,392 shares; 2025Q3: 2,113 shares; 2025Q4: 2,114 shares; 2026Q1: 10,751 shares 10,751 $1.63M 0.05% +8,637 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: restricted; 2024Q4: 11,259 shares; 2025Q1: 11,254 shares; 2025Q2: 11,092 shares; 2025Q3: 11,845 shares; 2025Q4: 11,636 shares; 2026Q1: 17,923 shares 17,923 $1.61M 0.05% +6,287 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,712 shares 49,712 $1.6M 0.05% new 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: restricted; 2024Q4: 5,285 shares; 2025Q1: 5,439 shares; 2025Q2: 5,414 shares; 2025Q3: 5,984 shares; 2025Q4: 5,987 shares; 2026Q1: 16,808 shares 16,808 $1.58M 0.05% +10,821 Timeline ACWX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,929 shares 22,929 $1.57M 0.05% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,338 shares; 2025Q4: 18,274 shares; 2026Q1: 31,151 shares 31,151 $1.54M 0.05% +12,877 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: restricted; 2024Q4: 2,914 shares; 2025Q1: 4,767 shares; 2025Q2: 4,767 shares; 2025Q3: 4,893 shares; 2025Q4: 4,869 shares; 2026Q1: 5,092 shares 5,092 $1.52M 0.05% +223 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,339 shares; 2025Q4: 14,527 shares; 2026Q1: 20,595 shares 20,595 $1.46M 0.05% +6,068 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 34,731 shares; 2025Q1: 19,649 shares; 2025Q2: 19,474 shares; 2025Q3: 8,141 shares; 2025Q4: 5,520 shares; 2026Q1: 13,073 shares 13,073 $1.46M 0.05% +7,553 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 19,795 shares 19,795 $1.44M 0.05% new Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,874 shares; 2025Q1: 14,702 shares; 2025Q2: 15,358 shares; 2025Q3: 16,580 shares; 2025Q4: 17,158 shares; 2026Q1: 16,299 shares 16,299 $1.44M 0.05% -859 Timeline XTEN BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,355 shares; 2025Q2: 32,771 shares; 2025Q3: 38,826 shares; 2025Q4: 31,722 shares; 2026Q1: 31,255 shares 31,255 $1.43M 0.05% -467 Timeline FMUB FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,000 shares; 2025Q4: 31,000 shares; 2026Q1: 28,300 shares 28,300 $1.43M 0.05% -2,700 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: restricted; 2024Q4: 3,637 shares; 2025Q1: 3,821 shares; 2025Q2: 3,639 shares; 2025Q3: 2,870 shares; 2025Q4: 2,825 shares; 2026Q1: 5,363 shares 5,363 $1.43M 0.05% +2,538 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: restricted; 2024Q4: 18,164 shares; 2025Q1: 13,792 shares; 2025Q2: 16,551 shares; 2025Q3: 18,092 shares; 2025Q4: 18,738 shares; 2026Q1: 21,591 shares 21,591 $1.42M 0.05% +2,853 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: restricted; 2024Q4: 70 shares; 2025Q1: 73 shares; 2025Q2: 80 shares; 2025Q3: 94 shares; 2025Q4: 97 shares; 2026Q1: 337 shares 337 $1.42M 0.04% +240 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: restricted; 2024Q4: 10,359 shares; 2025Q1: 34,769 shares; 2025Q2: 35,726 shares; 2025Q3: 36,503 shares; 2025Q4: 20,903 shares; 2026Q1: 22,630 shares 22,630 $1.42M 0.04% +1,727 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: restricted; 2024Q4: 28,944 shares; 2025Q1: 44,257 shares; 2025Q2: 27,024 shares; 2025Q3: 28,644 shares; 2025Q4: 27,549 shares; 2026Q1: 29,998 shares 29,998 $1.41M 0.04% +2,449 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: restricted; 2024Q4: 47,364 shares; 2025Q1: 47,364 shares; 2025Q2: 47,364 shares; 2025Q3: 47,364 shares; 2025Q4: 46,860 shares; 2026Q1: 46,086 shares 46,086 $1.41M 0.04% -774 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: restricted; 2024Q4: 2,896 shares; 2025Q1: 2,916 shares; 2025Q2: 3,039 shares; 2025Q3: 3,267 shares; 2025Q4: 3,302 shares; 2026Q1: 6,108 shares 6,108 $1.4M 0.04% +2,806 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: restricted; 2024Q4: 7,459 shares; 2025Q1: 7,659 shares; 2025Q2: 7,749 shares; 2025Q3: 7,927 shares; 2025Q4: 7,812 shares; 2026Q1: 9,143 shares 9,143 $1.4M 0.04% +1,331 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,892 shares; 2025Q1: 6,333 shares; 2025Q2: 6,510 shares; 2025Q3: 4,426 shares; 2025Q4: 3,782 shares; 2026Q1: 14,299 shares 14,299 $1.38M 0.04% +10,517 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,585 shares 32,585 $1.34M 0.04% new Timeline GOVT 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: restricted; 2024Q4: 9,518 shares; 2025Q1: 9,478 shares; 2025Q2: 10,418 shares; 2025Q3: 10,617 shares; 2025Q4: 9,591 shares; 2026Q1: 58,169 shares 58,169 $1.33M 0.04% +48,578 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: restricted; 2024Q4: 8,763 shares; 2025Q1: 7,547 shares; 2025Q2: 8,787 shares; 2025Q3: 9,201 shares; 2025Q4: 17,208 shares; 2026Q1: 16,670 shares 16,670 $1.33M 0.04% -538 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,267 shares; 2025Q4: 14,203 shares; 2026Q1: 26,701 shares 26,701 $1.33M 0.04% +12,498 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: restricted; 2024Q4: 13,215 shares; 2025Q1: 13,215 shares; 2025Q2: 16,490 shares; 2025Q3: 16,507 shares; 2025Q4: 16,521 shares; 2026Q1: 21,225 shares 21,225 $1.33M 0.04% +4,704 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: restricted; 2024Q4: 6,163 shares; 2025Q1: 6,195 shares; 2025Q2: 6,218 shares; 2025Q3: 6,294 shares; 2025Q4: 6,242 shares; 2026Q1: 6,262 shares 6,262 $1.32M 0.04% +20 Timeline PFXF 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: restricted; 2024Q4: 69,084 shares; 2025Q1: 77,714 shares; 2025Q2: 83,335 shares; 2025Q3: 86,412 shares; 2025Q4: 86,976 shares; 2026Q1: 75,328 shares 75,328 $1.32M 0.04% -11,648 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,082 shares; 2025Q1: 18,211 shares; 2025Q2: 18,091 shares; 2025Q3: 15,941 shares; 2025Q4: 32,340 shares; 2026Q1: 21,526 shares 21,526 $1.32M 0.04% -10,814 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,146 shares 13,146 $1.3M 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,285 shares; 2025Q4: 14,752 shares; 2026Q1: 16,027 shares 16,027 $1.29M 0.04% +1,275 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: restricted; 2024Q4: 4,280 shares; 2025Q1: 4,089 shares; 2025Q2: 4,342 shares; 2025Q3: 5,584 shares; 2025Q4: 5,864 shares; 2026Q1: 6,441 shares 6,441 $1.28M 0.04% +577 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,050 shares; 2025Q1: 6,512 shares; 2025Q2: 6,838 shares; 2025Q3: 7,222 shares; 2025Q4: 7,170 shares; 2026Q1: 10,080 shares 10,080 $1.27M 0.04% +2,910 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: restricted; 2024Q4: 5,075 shares; 2025Q1: 5,024 shares; 2025Q2: 4,687 shares; 2025Q3: 5,540 shares; 2025Q4: 5,269 shares; 2026Q1: 6,436 shares 6,436 $1.25M 0.04% +1,167 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,394 shares; 2025Q1: 11,660 shares; 2025Q2: 11,489 shares; 2025Q3: 11,311 shares; 2025Q4: 11,312 shares; 2026Q1: 11,248 shares 11,248 $1.25M 0.04% -64 Timeline IXN 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: restricted; 2024Q4: 13,432 shares; 2025Q1: 13,931 shares; 2025Q2: 13,989 shares; 2025Q3: 12,474 shares; 2025Q4: 12,459 shares; 2026Q1: 12,463 shares 12,463 $1.25M 0.04% +4 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: restricted; 2024Q4: 3,756 shares; 2025Q1: 3,672 shares; 2025Q2: 3,098 shares; 2025Q3: 3,100 shares; 2025Q4: 3,076 shares; 2026Q1: 4,098 shares 4,098 $1.24M 0.04% +1,022 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,341 shares; 2026Q1: 21,586 shares 21,586 $1.23M 0.04% +5,245 Timeline SCHY 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: restricted; 2024Q4: 35,438 shares; 2025Q1: 36,846 shares; 2025Q2: 38,089 shares; 2025Q3: 38,089 shares; 2025Q4: 38,089 shares; 2026Q1: 38,140 shares 38,140 $1.21M 0.04% +51 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: restricted; 2024Q4: 621 shares; 2025Q1: 767 shares; 2025Q2: 775 shares; 2025Q3: 860 shares; 2025Q4: 925 shares; 2026Q1: 1,382 shares 1,382 $1.21M 0.04% +457 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: restricted; 2024Q4: 17,675 shares; 2025Q1: 16,332 shares; 2025Q2: 16,353 shares; 2025Q3: 15,547 shares; 2025Q4: 15,618 shares; 2026Q1: 15,351 shares 15,351 $1.2M 0.04% -267 Timeline ICF 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: restricted; 2024Q4: 23,754 shares; 2025Q1: 21,191 shares; 2025Q2: 21,712 shares; 2025Q3: 21,250 shares; 2025Q4: 21,033 shares; 2026Q1: 19,328 shares 19,328 $1.2M 0.04% -1,705 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,426 shares; 2025Q4: 15,976 shares; 2026Q1: 24,439 shares 24,439 $1.18M 0.04% +8,463 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: restricted; 2024Q4: 2,532 shares; 2025Q1: 2,288 shares; 2025Q2: 2,225 shares; 2025Q3: 2,313 shares; 2025Q4: 2,300 shares; 2026Q1: 6,323 shares 6,323 $1.18M 0.04% +4,023 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,441 shares; 2025Q1: 23,404 shares; 2025Q2: 25,663 shares; 2025Q3: 28,959 shares; 2025Q4: 25,529 shares; 2026Q1: 22,690 shares 22,690 $1.18M 0.04% -2,839 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: restricted; 2024Q4: 64,210 shares; 2025Q1: 65,817 shares; 2025Q2: 57,698 shares; 2025Q3: 26,687 shares; 2025Q4: 26,165 shares; 2026Q1: 23,804 shares 23,804 $1.16M 0.04% -2,361 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: restricted; 2024Q4: 10,537 shares; 2025Q1: 11,443 shares; 2025Q2: 5,381 shares; 2025Q3: 3,984 shares; 2025Q4: 3,671 shares; 2026Q1: 22,031 shares 22,031 $1.16M 0.04% +18,360 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: restricted; 2024Q4: 3,481 shares; 2025Q1: 3,481 shares; 2025Q2: 3,481 shares; 2025Q3: 5,113 shares; 2025Q4: 5,166 shares; 2026Q1: 5,354 shares 5,354 $1.15M 0.04% +188 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,660 shares; 2025Q1: 12,936 shares; 2025Q2: 12,939 shares; 2025Q3: 14,418 shares; 2025Q4: 14,836 shares; 2026Q1: 14,838 shares 14,838 $1.15M 0.04% +2 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: restricted; 2024Q4: 11,260 shares; 2025Q1: 11,314 shares; 2025Q2: 10,871 shares; 2025Q3: 11,320 shares; 2025Q4: 12,004 shares; 2026Q1: 12,654 shares 12,654 $1.14M 0.04% +650 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,633 shares 18,633 $1.14M 0.04% new Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 91,682 shares; 2025Q1: 91,682 shares; 2025Q2: 92,454 shares; 2025Q3: 117,064 shares; 2025Q4: 85,092 shares; 2026Q1: 31,889 shares 31,889 $1.13M 0.04% -53,203 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: restricted; 2024Q4: 8,671 shares; 2025Q1: 8,710 shares; 2025Q2: 8,779 shares; 2025Q3: 8,451 shares; 2025Q4: 8,460 shares; 2026Q1: 7,896 shares 7,896 $1.12M 0.04% -564 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 772 shares; 2025Q3: 832 shares; 2025Q4: 917 shares; 2026Q1: 4,098 shares 4,098 $1.09M 0.03% +3,181 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,496 shares 11,496 $1.08M 0.03% new Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,056 shares; 2025Q1: 15,058 shares; 2025Q2: 26,092 shares; 2025Q3: 26,217 shares; 2025Q4: 26,430 shares; 2026Q1: 27,314 shares 27,314 $1.08M 0.03% +884 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,162 shares; 2025Q1: 12,603 shares; 2025Q2: 13,113 shares; 2025Q3: 13,227 shares; 2025Q4: 14,255 shares; 2026Q1: 14,473 shares 14,473 $1.05M 0.03% +218 Timeline FEZ 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: restricted; 2024Q4: 10,782 shares; 2025Q1: 10,889 shares; 2025Q2: 11,140 shares; 2025Q3: 13,857 shares; 2025Q4: 15,501 shares; 2026Q1: 16,830 shares 16,830 $1.04M 0.03% +1,329 Timeline SSO 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: restricted; 2024Q4: not reported; 2025Q1: 8,320 shares; 2025Q2: 9,504 shares; 2025Q3: 9,508 shares; 2025Q4: 19,020 shares; 2026Q1: 20,025 shares 20,025 $1.04M 0.03% +1,005 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,681 shares; 2025Q1: 15,870 shares; 2025Q2: 18,234 shares; 2025Q3: 20,378 shares; 2025Q4: 17,349 shares; 2026Q1: 20,239 shares 20,239 $1.02M 0.03% +2,890 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: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,321 shares; 2025Q2: 1,082 shares; 2025Q3: 1,241 shares; 2025Q4: 1,372 shares; 2026Q1: 2,041 shares 2,041 $1M 0.03% +669 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: restricted; 2024Q4: 9,794 shares; 2025Q1: 11,000 shares; 2025Q2: 11,947 shares; 2025Q3: 14,823 shares; 2025Q4: 13,341 shares; 2026Q1: 26,926 shares 26,926 $990K 0.03% +13,585 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 658 shares; 2025Q2: 654 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,546 shares 4,546 $985K 0.03% new Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,685 shares 3,685 $983K 0.03% new Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,480 shares 4,480 $981K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,896 shares 16,896 $981K 0.03% new 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: restricted; 2024Q4: 497 shares; 2025Q1: 523 shares; 2025Q2: 442 shares; 2025Q3: 453 shares; 2025Q4: 2,035 shares; 2026Q1: 9,336 shares 9,336 $976K 0.03% +7,301 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,646 shares; 2025Q1: 9,853 shares; 2025Q2: not reported; 2025Q3: 11,766 shares; 2025Q4: 28,914 shares; 2026Q1: 53,563 shares 53,563 $965K 0.03% +24,649 Timeline GDEC 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: restricted; 2024Q4: 26,051 shares; 2025Q1: 26,051 shares; 2025Q2: 26,051 shares; 2025Q3: 26,051 shares; 2025Q4: 26,051 shares; 2026Q1: 26,051 shares 26,051 $964K 0.03% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,091 shares; 2025Q1: 3,362 shares; 2025Q2: 3,106 shares; 2025Q3: 5,109 shares; 2025Q4: 5,069 shares; 2026Q1: 4,718 shares 4,718 $958K 0.03% -351 Timeline IAGG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,361 shares; 2025Q3: 20,059 shares; 2025Q4: 18,490 shares; 2026Q1: 19,102 shares 19,102 $956K 0.03% +612 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: restricted; 2024Q4: 5,103 shares; 2025Q1: 6,172 shares; 2025Q2: 6,542 shares; 2025Q3: 6,898 shares; 2025Q4: 6,851 shares; 2026Q1: 9,942 shares 9,942 $949K 0.03% +3,091 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,480 shares; 2025Q1: 10,622 shares; 2025Q2: 10,996 shares; 2025Q3: 17,404 shares; 2025Q4: 21,525 shares; 2026Q1: 23,433 shares 23,433 $935K 0.03% +1,908 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: restricted; 2024Q4: 14,807 shares; 2025Q1: 14,982 shares; 2025Q2: 15,761 shares; 2025Q3: 9,130 shares; 2025Q4: 9,240 shares; 2026Q1: 8,513 shares 8,513 $922K 0.03% -727 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: restricted; 2024Q4: 9,968 shares; 2025Q1: 9,941 shares; 2025Q2: 12,237 shares; 2025Q3: 13,311 shares; 2025Q4: 14,388 shares; 2026Q1: 17,617 shares 17,617 $916K 0.03% +3,229 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,862 shares; 2025Q1: 13,171 shares; 2025Q2: 13,651 shares; 2025Q3: 14,314 shares; 2025Q4: 14,982 shares; 2026Q1: 15,483 shares 15,483 $905K 0.03% +501 Timeline RDVI 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: restricted; 2024Q4: 34,335 shares; 2025Q1: 35,539 shares; 2025Q2: 32,757 shares; 2025Q3: 32,861 shares; 2025Q4: 31,303 shares; 2026Q1: 35,331 shares 35,331 $903K 0.03% +4,028 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: restricted; 2024Q4: 1,119 shares; 2025Q1: 1,299 shares; 2025Q2: 1,286 shares; 2025Q3: 1,348 shares; 2025Q4: 1,350 shares; 2026Q1: 1,584 shares 1,584 $892K 0.03% +234 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: restricted; 2024Q4: 8,141 shares; 2025Q1: 8,097 shares; 2025Q2: 8,216 shares; 2025Q3: 8,297 shares; 2025Q4: 7,944 shares; 2026Q1: 7,882 shares 7,882 $892K 0.03% -62 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,399 shares; 2025Q1: 2,805 shares; 2025Q2: 2,808 shares; 2025Q3: 2,893 shares; 2025Q4: 2,922 shares; 2026Q1: 3,278 shares 3,278 $888K 0.03% +356 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,665 shares; 2025Q1: 7,726 shares; 2025Q2: 7,649 shares; 2025Q3: 7,817 shares; 2025Q4: 7,953 shares; 2026Q1: 7,972 shares 7,972 $876K 0.03% +19 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,034 shares; 2025Q1: 7,571 shares; 2025Q2: 7,365 shares; 2025Q3: 7,353 shares; 2025Q4: 7,364 shares; 2026Q1: 7,370 shares 7,370 $874K 0.03% +6 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: restricted; 2024Q4: 1,849 shares; 2025Q1: 2,124 shares; 2025Q2: 1,937 shares; 2025Q3: 2,028 shares; 2025Q4: 2,396 shares; 2026Q1: 2,538 shares 2,538 $868K 0.03% +142 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: restricted; 2024Q4: 11,048 shares; 2025Q1: 11,284 shares; 2025Q2: 10,685 shares; 2025Q3: 10,241 shares; 2025Q4: 11,134 shares; 2026Q1: 10,462 shares 10,462 $866K 0.03% -672 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,417 shares 17,417 $865K 0.03% new 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: restricted; 2024Q4: 62,909 shares; 2025Q1: 96,806 shares; 2025Q2: 29,026 shares; 2025Q3: 27,526 shares; 2025Q4: 27,535 shares; 2026Q1: 27,906 shares 27,906 $864K 0.03% +371 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: restricted; 2024Q4: 15,365 shares; 2025Q1: 21,506 shares; 2025Q2: 15,257 shares; 2025Q3: 16,320 shares; 2025Q4: 16,574 shares; 2026Q1: 16,802 shares 16,802 $863K 0.03% +228 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: restricted; 2024Q4: 31,729 shares; 2025Q1: 22,564 shares; 2025Q2: 22,957 shares; 2025Q3: 21,456 shares; 2025Q4: 21,707 shares; 2026Q1: 21,007 shares 21,007 $862K 0.03% -700 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,332 shares; 2025Q2: 6,156 shares; 2025Q3: 6,317 shares; 2025Q4: 6,272 shares; 2026Q1: 11,986 shares 11,986 $862K 0.03% +5,714 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 194 shares; 2025Q1: 113 shares; 2025Q2: 114 shares; 2025Q3: 149 shares; 2025Q4: 136 shares; 2026Q1: 255 shares 255 $861K 0.03% +119 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,994 shares 2,994 $861K 0.03% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,105 shares; 2025Q1: 16,436 shares; 2025Q2: 12,286 shares; 2025Q3: 12,408 shares; 2025Q4: 11,898 shares; 2026Q1: 11,687 shares 11,687 $861K 0.03% -211 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: restricted; 2024Q4: 35,800 shares; 2025Q1: 36,139 shares; 2025Q2: 27,720 shares; 2025Q3: 27,939 shares; 2025Q4: 13,970 shares; 2026Q1: 11,958 shares 11,958 $851K 0.03% -2,012 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,449 shares 5,449 $847K 0.03% new Timeline IXJ 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: restricted; 2024Q4: 9,609 shares; 2025Q1: 10,000 shares; 2025Q2: 10,064 shares; 2025Q3: 9,050 shares; 2025Q4: 8,947 shares; 2026Q1: 8,951 shares 8,951 $837K 0.03% +4 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: restricted; 2024Q4: 1,206 shares; 2025Q1: 1,307 shares; 2025Q2: 1,272 shares; 2025Q3: 1,950 shares; 2025Q4: 3,264 shares; 2026Q1: 3,453 shares 3,453 $829K 0.03% +189 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,392 shares; 2025Q1: 2,287 shares; 2025Q2: 2,287 shares; 2025Q3: 2,116 shares; 2025Q4: 2,106 shares; 2026Q1: 2,065 shares 2,065 $825K 0.03% -41 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: restricted; 2024Q4: 3,401 shares; 2025Q1: 3,391 shares; 2025Q2: 5,745 shares; 2025Q3: 5,889 shares; 2025Q4: 5,550 shares; 2026Q1: 5,669 shares 5,669 $820K 0.03% +119 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,817 shares 2,817 $815K 0.03% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,842 shares 7,842 $813K 0.03% new Timeline GJUL 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: restricted; 2024Q4: 21,581 shares; 2025Q1: 19,826 shares; 2025Q2: 19,826 shares; 2025Q3: 19,826 shares; 2025Q4: 19,826 shares; 2026Q1: 19,826 shares 19,826 $808K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,036 shares; 2025Q1: 4,682 shares; 2025Q2: 4,655 shares; 2025Q3: 5,067 shares; 2025Q4: 5,481 shares; 2026Q1: 6,163 shares 6,163 $808K 0.03% +682 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: restricted; 2024Q4: 7,507 shares; 2025Q1: 8,694 shares; 2025Q2: 8,906 shares; 2025Q3: 9,068 shares; 2025Q4: 7,619 shares; 2026Q1: 9,476 shares 9,476 $808K 0.03% +1,857 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: restricted; 2024Q4: 11,941 shares; 2025Q1: 11,825 shares; 2025Q2: 10,848 shares; 2025Q3: 11,785 shares; 2025Q4: 11,661 shares; 2026Q1: 7,939 shares 7,939 $798K 0.03% -3,722 Timeline JPEM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,842 shares 12,842 $798K 0.03% new Timeline GPIX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 15,742 shares 15,742 $788K 0.02% +1,292 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,372 shares; 2025Q1: 7,733 shares; 2025Q2: 7,812 shares; 2025Q3: 7,951 shares; 2025Q4: 8,037 shares; 2026Q1: 8,548 shares 8,548 $787K 0.02% +511 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: restricted; 2024Q4: 2,094 shares; 2025Q1: 5,866 shares; 2025Q2: 2,522 shares; 2025Q3: 2,480 shares; 2025Q4: 2,797 shares; 2026Q1: 2,997 shares 2,997 $785K 0.02% +200 Timeline CWB 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: restricted; 2024Q4: 4,092 shares; 2025Q1: 4,792 shares; 2025Q2: 4,949 shares; 2025Q3: 5,814 shares; 2025Q4: 5,739 shares; 2026Q1: 8,468 shares 8,468 $775K 0.02% +2,729 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: restricted; 2024Q4: 1,200 shares; 2025Q1: 1,225 shares; 2025Q2: 1,192 shares; 2025Q3: 1,257 shares; 2025Q4: 1,354 shares; 2026Q1: 1,735 shares 1,735 $775K 0.02% +381 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,063 shares; 2025Q1: 5,227 shares; 2025Q2: 5,297 shares; 2025Q3: 6,171 shares; 2025Q4: 6,443 shares; 2026Q1: 6,165 shares 6,165 $773K 0.02% -278 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,348 shares; 2025Q1: 19,348 shares; 2025Q2: 19,348 shares; 2025Q3: 19,348 shares; 2025Q4: 19,348 shares; 2026Q1: 19,348 shares 19,348 $768K 0.02% 0 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: restricted; 2024Q4: 4,778 shares; 2025Q1: 4,591 shares; 2025Q2: 4,697 shares; 2025Q3: 5,634 shares; 2025Q4: 5,326 shares; 2026Q1: 7,943 shares 7,943 $767K 0.02% +2,617 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,156 shares; 2025Q1: 19,505 shares; 2025Q2: 19,426 shares; 2025Q3: 20,955 shares; 2025Q4: 20,891 shares; 2026Q1: 25,279 shares 25,279 $766K 0.02% +4,388 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,335 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,695 shares 6,695 $763K 0.02% new Timeline KOLD PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,000 shares 35,000 $760K 0.02% new Timeline BBCA 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: restricted; 2024Q4: 8,387 shares; 2025Q1: 8,330 shares; 2025Q2: 8,180 shares; 2025Q3: 8,219 shares; 2025Q4: 8,271 shares; 2026Q1: 8,065 shares 8,065 $759K 0.02% -206 Timeline SOC SABLE OFFSHORE CORP More: the full row for SABLE OFFSHORE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,707 shares; 2025Q1: 45,707 shares; 2025Q2: 45,707 shares; 2025Q3: 45,903 shares; 2025Q4: 45,874 shares; 2026Q1: 45,874 shares 45,874 $758K 0.02% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,944 shares; 2025Q1: 3,840 shares; 2025Q2: 3,856 shares; 2025Q3: 3,683 shares; 2025Q4: 3,671 shares; 2026Q1: 3,642 shares 3,642 $757K 0.02% -29 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,528 shares; 2025Q4: 10,824 shares; 2026Q1: 11,076 shares 11,076 $755K 0.02% +252 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,651 shares 3,651 $751K 0.02% new Timeline SCHI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,394 shares; 2025Q4: 30,769 shares; 2026Q1: 32,997 shares 32,997 $748K 0.02% +2,228 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,079 shares; 2025Q1: 7,004 shares; 2025Q2: 6,974 shares; 2025Q3: 8,721 shares; 2025Q4: 8,193 shares; 2026Q1: 7,937 shares 7,937 $740K 0.02% -256 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,685 shares; 2025Q4: 4,909 shares; 2026Q1: 3,374 shares 3,374 $738K 0.02% -1,535 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: restricted; 2024Q4: 12,396 shares; 2025Q1: 10,674 shares; 2025Q2: 12,907 shares; 2025Q3: 12,970 shares; 2025Q4: 9,698 shares; 2026Q1: 12,160 shares 12,160 $737K 0.02% +2,462 Timeline FMUN FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,798 shares; 2025Q3: 12,411 shares; 2025Q4: 12,431 shares; 2026Q1: 14,800 shares 14,800 $735K 0.02% +2,369 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,353 shares; 2025Q1: 16,282 shares; 2025Q2: 17,035 shares; 2025Q3: 18,210 shares; 2025Q4: 18,324 shares; 2026Q1: 18,734 shares 18,734 $730K 0.02% +410 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,442 shares 2,442 $727K 0.02% new 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: restricted; 2024Q4: 2,401 shares; 2025Q1: 2,224 shares; 2025Q2: 2,234 shares; 2025Q3: 2,229 shares; 2025Q4: 2,229 shares; 2026Q1: 2,224 shares 2,224 $727K 0.02% -5 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,236 shares; 2025Q2: 2,576 shares; 2025Q3: 2,635 shares; 2025Q4: 2,689 shares; 2026Q1: 2,849 shares 2,849 $725K 0.02% +160 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: restricted; 2024Q4: 1,911 shares; 2025Q1: 1,933 shares; 2025Q2: 2,256 shares; 2025Q3: 2,520 shares; 2025Q4: 2,480 shares; 2026Q1: 2,380 shares 2,380 $720K 0.02% -100 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,363 shares; 2025Q1: 1,068 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,057 shares; 2026Q1: 4,550 shares 4,550 $715K 0.02% +3,493 Timeline ISTB 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: restricted; 2024Q4: not reported; 2025Q1: 5,688 shares; 2025Q2: 10,498 shares; 2025Q3: 13,084 shares; 2025Q4: 14,305 shares; 2026Q1: 14,731 shares 14,731 $714K 0.02% +426 Timeline GPIQ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,387 shares; 2025Q4: 14,387 shares; 2026Q1: 14,387 shares 14,387 $712K 0.02% 0 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: restricted; 2024Q4: 49,658 shares; 2025Q1: 49,745 shares; 2025Q2: 49,784 shares; 2025Q3: 28,086 shares; 2025Q4: 28,122 shares; 2026Q1: 28,236 shares 28,236 $709K 0.02% +114 Timeline TLTW 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,543 shares; 2025Q3: 35,543 shares; 2025Q4: 35,543 shares; 2026Q1: 31,163 shares 31,163 $705K 0.02% -4,380 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: restricted; 2024Q4: not reported; 2025Q1: 10,893 shares; 2025Q2: 10,921 shares; 2025Q3: 13,951 shares; 2025Q4: 15,486 shares; 2026Q1: 15,966 shares 15,966 $705K 0.02% +480 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,384 shares; 2025Q1: 6,476 shares; 2025Q2: 6,535 shares; 2025Q3: 6,661 shares; 2025Q4: 6,404 shares; 2026Q1: 6,410 shares 6,410 $703K 0.02% +6 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: restricted; 2024Q4: 5,453 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,633 shares; 2025Q4: 12,476 shares; 2026Q1: 11,931 shares 11,931 $701K 0.02% -545 Timeline GHYB 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: restricted; 2024Q4: 6,007 shares; 2025Q1: 7,248 shares; 2025Q2: 7,436 shares; 2025Q3: 8,786 shares; 2025Q4: 8,972 shares; 2026Q1: 15,600 shares 15,600 $695K 0.02% +6,628 Timeline SPHQ 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: restricted; 2024Q4: 8,678 shares; 2025Q1: 9,034 shares; 2025Q2: 8,983 shares; 2025Q3: 8,955 shares; 2025Q4: 8,933 shares; 2026Q1: 9,233 shares 9,233 $694K 0.02% +300 Timeline USHY 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: restricted; 2024Q4: 261,397 shares; 2025Q1: 14,843 shares; 2025Q2: 12,855 shares; 2025Q3: 9,045 shares; 2025Q4: 7,845 shares; 2026Q1: 18,814 shares 18,814 $693K 0.02% +10,969 Timeline GIGB 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: restricted; 2024Q4: 5,929 shares; 2025Q1: 7,131 shares; 2025Q2: 7,290 shares; 2025Q3: 8,562 shares; 2025Q4: 8,722 shares; 2026Q1: 15,124 shares 15,124 $693K 0.02% +6,402 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,069 shares; 2025Q1: 3,096 shares; 2025Q2: 3,156 shares; 2025Q3: 3,425 shares; 2025Q4: 3,484 shares; 2026Q1: 3,490 shares 3,490 $690K 0.02% +6 Timeline FAB 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: restricted; 2024Q4: 7,185 shares; 2025Q1: 7,198 shares; 2025Q2: 7,219 shares; 2025Q3: 7,243 shares; 2025Q4: 7,275 shares; 2026Q1: 7,296 shares 7,296 $690K 0.02% +21 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,774 shares; 2025Q1: 19,514 shares; 2025Q2: 20,415 shares; 2025Q3: 17,629 shares; 2025Q4: 17,269 shares; 2026Q1: 13,348 shares 13,348 $678K 0.02% -3,921 Timeline VMBS 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: restricted; 2024Q4: 9,224 shares; 2025Q1: 9,147 shares; 2025Q2: 12,115 shares; 2025Q3: 13,702 shares; 2025Q4: 13,740 shares; 2026Q1: 14,410 shares 14,410 $677K 0.02% +670 Timeline MDYG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,029 shares 7,029 $675K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,493 shares; 2025Q1: 3,552 shares; 2025Q2: 3,486 shares; 2025Q3: 3,176 shares; 2025Q4: 3,120 shares; 2026Q1: 3,252 shares 3,252 $674K 0.02% +132 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,916 shares 28,916 $670K 0.02% new 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: restricted; 2024Q4: 20,264 shares; 2025Q1: 20,673 shares; 2025Q2: 21,841 shares; 2025Q3: 19,934 shares; 2025Q4: 13,636 shares; 2026Q1: 13,560 shares 13,560 $669K 0.02% -76 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,018 shares; 2025Q4: 9,359 shares; 2026Q1: 14,279 shares 14,279 $666K 0.02% +4,920 Timeline DXPE DXP ENTERPRISES INC More: the full row for DXP ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,494 shares; 2025Q1: 4,159 shares; 2025Q2: 4,755 shares; 2025Q3: 4,755 shares; 2025Q4: 4,755 shares; 2026Q1: 4,761 shares 4,761 $665K 0.02% +6 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,875 shares; 2025Q1: 4,684 shares; 2025Q2: 6,341 shares; 2025Q3: 6,496 shares; 2025Q4: 6,215 shares; 2026Q1: 6,587 shares 6,587 $663K 0.02% +372 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,413 shares; 2025Q4: 1,412 shares; 2026Q1: 1,552 shares 1,552 $659K 0.02% +140 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: restricted; 2024Q4: 662 shares; 2025Q1: 914 shares; 2025Q2: 930 shares; 2025Q3: 1,008 shares; 2025Q4: 956 shares; 2026Q1: 965 shares 965 $659K 0.02% +9 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,955 shares; 2025Q1: 28,866 shares; 2025Q2: 27,955 shares; 2025Q3: 27,955 shares; 2025Q4: 27,955 shares; 2026Q1: 29,450 shares 29,450 $658K 0.02% +1,495 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: restricted; 2024Q4: 2,044 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,265 shares; 2025Q4: 1,835 shares; 2026Q1: 5,349 shares 5,349 $657K 0.02% +3,514 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: restricted; 2024Q4: 1,277 shares; 2025Q1: 1,384 shares; 2025Q2: 2,620 shares; 2025Q3: 2,777 shares; 2025Q4: 2,607 shares; 2026Q1: 3,087 shares 3,087 $648K 0.02% +480 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: restricted; 2024Q4: 7,333 shares; 2025Q1: 7,386 shares; 2025Q2: 7,402 shares; 2025Q3: 7,178 shares; 2025Q4: 7,276 shares; 2026Q1: 6,942 shares 6,942 $644K 0.02% -334 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 477 shares; 2025Q1: 474 shares; 2025Q2: 484 shares; 2025Q3: 546 shares; 2025Q4: 615 shares; 2026Q1: 1,509 shares 1,509 $642K 0.02% +894 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: restricted; 2024Q4: 4,433 shares; 2025Q1: 4,429 shares; 2025Q2: 4,429 shares; 2025Q3: 4,611 shares; 2025Q4: 4,611 shares; 2026Q1: 4,611 shares 4,611 $638K 0.02% 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: restricted; 2024Q4: 1,026 shares; 2025Q1: 1,176 shares; 2025Q2: 1,043 shares; 2025Q3: 1,001 shares; 2025Q4: 945 shares; 2026Q1: 1,465 shares 1,465 $636K 0.02% +520 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,919 shares; 2025Q1: 2,028 shares; 2025Q2: 1,798 shares; 2025Q3: 1,811 shares; 2025Q4: 1,674 shares; 2026Q1: 4,028 shares 4,028 $634K 0.02% +2,354 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,743 shares; 2025Q1: 3,314 shares; 2025Q2: 3,341 shares; 2025Q3: 3,363 shares; 2025Q4: 3,338 shares; 2026Q1: 3,205 shares 3,205 $632K 0.02% -133 Timeline FDLO 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: restricted; 2024Q4: 7,806 shares; 2025Q1: 9,695 shares; 2025Q2: 9,666 shares; 2025Q3: 9,563 shares; 2025Q4: 9,530 shares; 2026Q1: 9,783 shares 9,783 $632K 0.02% +253 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,999 shares; 2025Q1: 3,964 shares; 2025Q2: 3,879 shares; 2025Q3: 3,468 shares; 2025Q4: 3,619 shares; 2026Q1: 3,785 shares 3,785 $629K 0.02% +166 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: restricted; 2024Q4: 1,313 shares; 2025Q1: 1,109 shares; 2025Q2: 1,226 shares; 2025Q3: 1,307 shares; 2025Q4: 1,584 shares; 2026Q1: 1,727 shares 1,727 $615K 0.02% +143 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,552 shares; 2025Q1: 18,687 shares; 2025Q2: 18,647 shares; 2025Q3: 23,850 shares; 2025Q4: 24,211 shares; 2026Q1: 24,391 shares 24,391 $611K 0.02% +180 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,202 shares; 2025Q1: 5,182 shares; 2025Q2: 4,025 shares; 2025Q3: 8,263 shares; 2025Q4: 6,999 shares; 2026Q1: 7,004 shares 7,004 $607K 0.02% +5 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: restricted; 2024Q4: 1,542 shares; 2025Q1: 1,648 shares; 2025Q2: 1,733 shares; 2025Q3: 1,740 shares; 2025Q4: 1,709 shares; 2026Q1: 1,857 shares 1,857 $605K 0.02% +148 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,500 shares; 2025Q3: 2,580 shares; 2025Q4: 2,713 shares; 2026Q1: 7,079 shares 7,079 $601K 0.02% +4,366 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: restricted; 2024Q4: not reported; 2025Q1: 2,016 shares; 2025Q2: 1,920 shares; 2025Q3: 2,187 shares; 2025Q4: 2,454 shares; 2026Q1: 2,886 shares 2,886 $601K 0.02% +432 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,233 shares 18,233 $597K 0.02% new Timeline FLOT 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: restricted; 2024Q4: 15,331 shares; 2025Q1: 15,625 shares; 2025Q2: 14,919 shares; 2025Q3: 14,967 shares; 2025Q4: 13,685 shares; 2026Q1: 11,648 shares 11,648 $593K 0.02% -2,037 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: restricted; 2024Q4: 8,220 shares; 2025Q1: 8,065 shares; 2025Q2: 7,688 shares; 2025Q3: 7,011 shares; 2025Q4: 7,046 shares; 2026Q1: 7,099 shares 7,099 $582K 0.02% +53 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: restricted; 2024Q4: 3,167 shares; 2025Q1: 2,952 shares; 2025Q2: 2,952 shares; 2025Q3: 3,008 shares; 2025Q4: 3,077 shares; 2026Q1: 2,944 shares 2,944 $580K 0.02% -133 Timeline SEPW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,293 shares; 2025Q4: 18,293 shares; 2026Q1: 18,293 shares 18,293 $578K 0.02% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,764 shares; 2025Q1: 5,818 shares; 2025Q2: 6,080 shares; 2025Q3: 6,223 shares; 2025Q4: 6,075 shares; 2026Q1: 5,791 shares 5,791 $566K 0.02% -284 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: restricted; 2024Q4: 366 shares; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 437 shares; 2025Q4: 474 shares; 2026Q1: 631 shares 631 $565K 0.02% +157 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: restricted; 2024Q4: 1,578 shares; 2025Q1: 1,631 shares; 2025Q2: 1,630 shares; 2025Q3: 1,656 shares; 2025Q4: 1,673 shares; 2026Q1: 1,750 shares 1,750 $565K 0.02% +77 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,186 shares; 2025Q1: 8,186 shares; 2025Q2: 8,186 shares; 2025Q3: 8,186 shares; 2025Q4: 8,264 shares; 2026Q1: 8,245 shares 8,245 $557K 0.02% -19 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,818 shares; 2025Q3: 5,400 shares; 2025Q4: 5,454 shares; 2026Q1: 12,003 shares 12,003 $557K 0.02% +6,549 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: restricted; 2024Q4: 4,541 shares; 2025Q1: 4,189 shares; 2025Q2: 4,192 shares; 2025Q3: 3,862 shares; 2025Q4: 5,313 shares; 2026Q1: 5,015 shares 5,015 $554K 0.02% -298 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,131 shares 3,131 $550K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 776 shares; 2025Q2: 921 shares; 2025Q3: 984 shares; 2025Q4: 1,056 shares; 2026Q1: 1,883 shares 1,883 $549K 0.02% +827 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,632 shares; 2025Q1: not reported; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 20,000 shares 20,000 $543K 0.02% 0 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: restricted; 2024Q4: 2,619 shares; 2025Q1: 2,393 shares; 2025Q2: 2,931 shares; 2025Q3: 2,658 shares; 2025Q4: 2,963 shares; 2026Q1: 2,855 shares 2,855 $541K 0.02% -108 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,040 shares 6,040 $540K 0.02% new Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,504 shares 7,504 $539K 0.02% new 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: restricted; 2024Q4: 4,161 shares; 2025Q1: 4,165 shares; 2025Q2: 3,902 shares; 2025Q3: 3,905 shares; 2025Q4: 3,726 shares; 2026Q1: 3,708 shares 3,708 $537K 0.02% -18 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: restricted; 2024Q4: 4,789 shares; 2025Q1: 4,962 shares; 2025Q2: 4,788 shares; 2025Q3: 3,529 shares; 2025Q4: 3,167 shares; 2026Q1: 6,031 shares 6,031 $535K 0.02% +2,864 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: restricted; 2024Q4: not reported; 2025Q1: 11,487 shares; 2025Q2: 9,428 shares; 2025Q3: 9,778 shares; 2025Q4: 9,432 shares; 2026Q1: 20,939 shares 20,939 $530K 0.02% +11,507 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: restricted; 2024Q4: 1,157 shares; 2025Q1: 1,415 shares; 2025Q2: 1,209 shares; 2025Q3: 1,615 shares; 2025Q4: 1,714 shares; 2026Q1: 1,663 shares 1,663 $529K 0.02% -51 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,690 shares 4,690 $521K 0.02% new 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: restricted; 2024Q4: 3,366 shares; 2025Q1: 3,086 shares; 2025Q2: 3,062 shares; 2025Q3: 3,703 shares; 2025Q4: 3,738 shares; 2026Q1: 3,524 shares 3,524 $517K 0.02% -214 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: restricted; 2024Q4: 4,064 shares; 2025Q1: 3,906 shares; 2025Q2: 3,720 shares; 2025Q3: 3,667 shares; 2025Q4: 3,693 shares; 2026Q1: 3,555 shares 3,555 $516K 0.02% -138 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: restricted; 2024Q4: 901 shares; 2025Q1: 988 shares; 2025Q2: 1,010 shares; 2025Q3: 1,008 shares; 2025Q4: 900 shares; 2026Q1: 1,119 shares 1,119 $516K 0.02% +219 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 793 shares; 2025Q1: 793 shares; 2025Q2: 794 shares; 2025Q3: 937 shares; 2025Q4: 995 shares; 2026Q1: 1,042 shares 1,042 $515K 0.02% +47 Timeline QVMT 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: restricted; 2024Q4: 8,186 shares; 2025Q1: 8,776 shares; 2025Q2: 8,741 shares; 2025Q3: 8,716 shares; 2025Q4: 8,795 shares; 2026Q1: 8,655 shares 8,655 $514K 0.02% -140 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,333 shares; 2025Q3: 1,399 shares; 2025Q4: 1,421 shares; 2026Q1: 1,486 shares 1,486 $513K 0.02% +65 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: restricted; 2024Q4: 7,599 shares; 2025Q1: 7,234 shares; 2025Q2: 7,333 shares; 2025Q3: 8,718 shares; 2025Q4: 8,936 shares; 2026Q1: 9,442 shares 9,442 $511K 0.02% +506 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 338 shares; 2025Q3: 444 shares; 2025Q4: 427 shares; 2026Q1: 599 shares 599 $507K 0.02% +172 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,928 shares; 2025Q1: 1,642 shares; 2025Q2: 1,616 shares; 2025Q3: 1,721 shares; 2025Q4: 1,748 shares; 2026Q1: 1,824 shares 1,824 $502K 0.02% +76 Timeline SMLF 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: restricted; 2024Q4: 4,628 shares; 2025Q1: 6,458 shares; 2025Q2: 6,443 shares; 2025Q3: 6,583 shares; 2025Q4: 6,583 shares; 2026Q1: 6,635 shares 6,635 $501K 0.02% +52 Timeline FLY FIREFLY AEROSPACE INC More: the full row for FIREFLY AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,581 shares 17,581 $501K 0.02% new 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: restricted; 2024Q4: 9,364 shares; 2025Q1: 9,321 shares; 2025Q2: 5,541 shares; 2025Q3: 4,420 shares; 2025Q4: 3,435 shares; 2026Q1: 3,420 shares 3,420 $499K 0.02% -15 Timeline IMKTA INGLES MKTS INC More: the full row for INGLES MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,443 shares; 2025Q1: 6,143 shares; 2025Q2: 6,073 shares; 2025Q3: 5,673 shares; 2025Q4: 5,673 shares; 2026Q1: 5,544 shares 5,544 $498K 0.02% -129 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,497 shares; 2025Q1: 12,515 shares; 2025Q2: 12,538 shares; 2025Q3: 12,559 shares; 2025Q4: 12,577 shares; 2026Q1: 12,656 shares 12,656 $492K 0.02% +79 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: restricted; 2024Q4: 1,410 shares; 2025Q1: 1,460 shares; 2025Q2: 1,516 shares; 2025Q3: 1,456 shares; 2025Q4: 1,456 shares; 2026Q1: 2,394 shares 2,394 $486K 0.02% +938 Timeline GDX 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: restricted; 2024Q4: 9,051 shares; 2025Q1: 10,140 shares; 2025Q2: 7,754 shares; 2025Q3: 8,009 shares; 2025Q4: 7,790 shares; 2026Q1: 5,278 shares 5,278 $484K 0.02% -2,512 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 27,500 shares; 2025Q1: 29,000 shares; 2025Q2: 29,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 32,000 shares 32,000 $484K 0.02% +2,000 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,196 shares; 2025Q1: 1,215 shares; 2025Q2: 1,109 shares; 2025Q3: 1,120 shares; 2025Q4: 1,051 shares; 2026Q1: 1,329 shares 1,329 $483K 0.02% +278 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,101 shares 9,101 $482K 0.02% new 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: restricted; 2024Q4: not reported; 2025Q1: 3,033 shares; 2025Q2: 6,071 shares; 2025Q3: 6,285 shares; 2025Q4: 6,537 shares; 2026Q1: 6,691 shares 6,691 $481K 0.02% +154 Timeline GAPR 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: restricted; 2024Q4: 11,853 shares; 2025Q1: 11,853 shares; 2025Q2: 11,853 shares; 2025Q3: 11,853 shares; 2025Q4: 11,853 shares; 2026Q1: 11,853 shares 11,853 $480K 0.02% 0 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: restricted; 2024Q4: 1,315 shares; 2025Q1: 1,984 shares; 2025Q2: 1,910 shares; 2025Q3: 1,678 shares; 2025Q4: 1,758 shares; 2026Q1: 1,834 shares 1,834 $477K 0.02% +76 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,065 shares; 2025Q3: 31,065 shares; 2025Q4: 31,065 shares; 2026Q1: 31,065 shares 31,065 $477K 0.02% 0 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: restricted; 2024Q4: 1,612 shares; 2025Q1: 1,638 shares; 2025Q2: 1,472 shares; 2025Q3: 1,818 shares; 2025Q4: 1,860 shares; 2026Q1: 1,898 shares 1,898 $476K 0.02% +38 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,754 shares; 2025Q3: 11,655 shares; 2025Q4: 11,121 shares; 2026Q1: 11,424 shares 11,424 $476K 0.02% +303 Timeline YMAR 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: restricted; 2024Q4: 12,742 shares; 2025Q1: 11,146 shares; 2025Q2: 17,269 shares; 2025Q3: 17,269 shares; 2025Q4: 17,269 shares; 2026Q1: 17,269 shares 17,269 $472K 0.01% 0 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: restricted; 2024Q4: 16,640 shares; 2025Q1: 15,640 shares; 2025Q2: 15,640 shares; 2025Q3: 15,640 shares; 2025Q4: 15,640 shares; 2026Q1: 15,640 shares 15,640 $472K 0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 942 shares; 2025Q1: 699 shares; 2025Q2: 786 shares; 2025Q3: 854 shares; 2025Q4: 906 shares; 2026Q1: 992 shares 992 $469K 0.01% +86 Timeline IEV 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: restricted; 2024Q4: 6,823 shares; 2025Q1: 6,823 shares; 2025Q2: 6,843 shares; 2025Q3: 6,843 shares; 2025Q4: 6,855 shares; 2026Q1: 6,855 shares 6,855 $466K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,970 shares; 2025Q3: 10,970 shares; 2025Q4: 10,570 shares; 2026Q1: 20,537 shares 20,537 $461K 0.01% +9,967 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,502 shares; 2025Q1: 11,186 shares; 2025Q2: 8,495 shares; 2025Q3: 14,301 shares; 2025Q4: 11,811 shares; 2026Q1: 4,946 shares 4,946 $458K 0.01% -6,865 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: restricted; 2024Q4: 597 shares; 2025Q1: 734 shares; 2025Q2: 941 shares; 2025Q3: 985 shares; 2025Q4: 971 shares; 2026Q1: 1,170 shares 1,170 $457K 0.01% +199 Timeline RSSE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,038 shares; 2026Q1: 21,182 shares 21,182 $456K 0.01% +1,144 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,059 shares; 2025Q3: 5,677 shares; 2025Q4: 6,365 shares; 2026Q1: 5,656 shares 5,656 $456K 0.01% -709 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: restricted; 2024Q4: 8,564 shares; 2025Q1: 8,564 shares; 2025Q2: 8,564 shares; 2025Q3: 8,564 shares; 2025Q4: 8,669 shares; 2026Q1: 8,669 shares 8,669 $454K 0.01% 0 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: restricted; 2024Q4: not reported; 2025Q1: 6,003 shares; 2025Q2: 6,179 shares; 2025Q3: 6,598 shares; 2025Q4: 6,733 shares; 2026Q1: 6,544 shares 6,544 $453K 0.01% -189 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,840 shares; 2025Q1: 6,864 shares; 2025Q2: 6,785 shares; 2025Q3: 6,809 shares; 2025Q4: 6,570 shares; 2026Q1: 6,916 shares 6,916 $449K 0.01% +346 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares; 2025Q3: 4,195 shares; 2025Q4: 4,195 shares; 2026Q1: 5,405 shares 5,405 $446K 0.01% +1,210 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 191 shares; 2025Q4: 225 shares; 2026Q1: 302 shares 302 $445K 0.01% +77 Timeline NFJ VIRTUS DIVIDEND INTEREST & P More: the full row for VIRTUS DIVIDEND INTEREST & P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares; 2025Q3: 30,000 shares; 2025Q4: 30,000 shares; 2026Q1: 35,019 shares 35,019 $442K 0.01% +5,019 Timeline ETHT 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,300 shares; 2026Q1: 29,300 shares 29,300 $439K 0.01% 0 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: restricted; 2024Q4: 3,266 shares; 2025Q1: 3,762 shares; 2025Q2: 4,785 shares; 2025Q3: 4,932 shares; 2025Q4: 4,070 shares; 2026Q1: 4,001 shares 4,001 $436K 0.01% -69 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,233 shares; 2025Q1: 1,308 shares; 2025Q2: 1,401 shares; 2025Q3: 1,515 shares; 2025Q4: 1,683 shares; 2026Q1: 2,015 shares 2,015 $428K 0.01% +332 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,859 shares; 2025Q1: 8,163 shares; 2025Q2: 8,215 shares; 2025Q3: 7,579 shares; 2025Q4: 7,531 shares; 2026Q1: 5,866 shares 5,866 $427K 0.01% -1,665 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: restricted; 2024Q4: 5,764 shares; 2025Q1: 5,927 shares; 2025Q2: 4,172 shares; 2025Q3: 4,216 shares; 2025Q4: 3,210 shares; 2026Q1: 3,508 shares 3,508 $425K 0.01% +298 Timeline JSCP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,973 shares 8,973 $424K 0.01% new 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: restricted; 2024Q4: 3,417 shares; 2025Q1: 3,533 shares; 2025Q2: 3,483 shares; 2025Q3: 3,059 shares; 2025Q4: 2,833 shares; 2026Q1: 3,557 shares 3,557 $422K 0.01% +724 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,138 shares 2,138 $418K 0.01% new 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: restricted; 2024Q4: 657 shares; 2025Q1: not reported; 2025Q2: 484 shares; 2025Q3: 531 shares; 2025Q4: 631 shares; 2026Q1: 963 shares 963 $417K 0.01% +332 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,345 shares 9,345 $413K 0.01% new Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,134 shares; 2025Q1: 13,833 shares; 2025Q2: 13,888 shares; 2025Q3: 13,945 shares; 2025Q4: 14,089 shares; 2026Q1: 13,978 shares 13,978 $412K 0.01% -111 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,445 shares; 2025Q1: 1,486 shares; 2025Q2: 1,540 shares; 2025Q3: 1,647 shares; 2025Q4: 1,738 shares; 2026Q1: 2,098 shares 2,098 $411K 0.01% +360 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,394 shares 18,394 $410K 0.01% new Timeline BIL 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: restricted; 2024Q4: 7,195 shares; 2025Q1: 3,112 shares; 2025Q2: 4,975 shares; 2025Q3: 4,535 shares; 2025Q4: 6,657 shares; 2026Q1: 4,449 shares 4,449 $408K 0.01% -2,208 Timeline GSST 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,909 shares; 2025Q3: 9,909 shares; 2025Q4: 9,909 shares; 2026Q1: 8,003 shares 8,003 $405K 0.01% -1,906 Timeline YDEC 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: restricted; 2024Q4: 13,657 shares; 2025Q1: 13,657 shares; 2025Q2: 13,657 shares; 2025Q3: 13,657 shares; 2025Q4: 13,657 shares; 2026Q1: 15,371 shares 15,371 $404K 0.01% +1,714 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,427 shares; 2025Q1: 2,904 shares; 2025Q2: 3,207 shares; 2025Q3: 2,990 shares; 2025Q4: 3,173 shares; 2026Q1: 3,075 shares 3,075 $403K 0.01% -98 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,059 shares; 2025Q3: 10,059 shares; 2025Q4: 15,043 shares; 2026Q1: 8,121 shares 8,121 $402K 0.01% -6,922 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: restricted; 2024Q4: 7,271 shares; 2025Q1: 2,823 shares; 2025Q2: 2,433 shares; 2025Q3: 2,674 shares; 2025Q4: 2,875 shares; 2026Q1: 3,363 shares 3,363 $399K 0.01% +488 Timeline YJUN 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: restricted; 2024Q4: 14,959 shares; 2025Q1: 14,045 shares; 2025Q2: 15,487 shares; 2025Q3: 15,487 shares; 2025Q4: 15,487 shares; 2026Q1: 15,487 shares 15,487 $399K 0.01% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,819 shares; 2025Q1: 4,828 shares; 2025Q2: 5,242 shares; 2025Q3: 5,196 shares; 2025Q4: 4,989 shares; 2026Q1: 4,989 shares 4,989 $397K 0.01% 0 Timeline FTBD FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,000 shares; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $393K 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: restricted; 2024Q4: 3,123 shares; 2025Q1: 3,213 shares; 2025Q2: 3,403 shares; 2025Q3: 3,836 shares; 2025Q4: 5,563 shares; 2026Q1: 6,257 shares 6,257 $393K 0.01% +694 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: restricted; 2024Q4: not reported; 2025Q1: 8,866 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,185 shares 16,185 $392K 0.01% new 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: restricted; 2024Q4: 4,653 shares; 2025Q1: 4,654 shares; 2025Q2: 4,655 shares; 2025Q3: 4,656 shares; 2025Q4: 4,657 shares; 2026Q1: 4,657 shares 4,657 $386K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares 3,530 $385K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,534 shares 4,534 $385K 0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: 1,545 shares; 2025Q3: 1,816 shares; 2025Q4: 1,845 shares; 2026Q1: 2,059 shares 2,059 $384K 0.01% +214 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,867 shares; 2025Q1: 5,507 shares; 2025Q2: 5,444 shares; 2025Q3: 5,302 shares; 2025Q4: 5,595 shares; 2026Q1: 5,499 shares 5,499 $381K 0.01% -96 Timeline PXF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,694 shares; 2025Q3: 5,654 shares; 2025Q4: 5,587 shares; 2026Q1: 5,408 shares 5,408 $378K 0.01% -179 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: restricted; 2024Q4: 7,262 shares; 2025Q1: 7,286 shares; 2025Q2: 7,236 shares; 2025Q3: 7,697 shares; 2025Q4: 5,039 shares; 2026Q1: 4,715 shares 4,715 $375K 0.01% -324 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,890 shares 1,890 $373K 0.01% new 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: restricted; 2024Q4: 2,357 shares; 2025Q1: 1,477 shares; 2025Q2: 1,379 shares; 2025Q3: 1,567 shares; 2025Q4: 1,690 shares; 2026Q1: 1,880 shares 1,880 $372K 0.01% +190 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,945 shares; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,556 shares; 2025Q4: 2,703 shares; 2026Q1: 2,922 shares 2,922 $372K 0.01% +219 Timeline STXF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,690 shares 8,690 $365K 0.01% new Timeline POWL POWELL INDS INC More: the full row for POWELL INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 743 shares; 2025Q4: 747 shares; 2026Q1: 672 shares 672 $364K 0.01% -75 Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,923 shares; 2026Q1: 10,923 shares 10,923 $364K 0.01% 0 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,847 shares; 2025Q1: 3,344 shares; 2025Q2: 3,592 shares; 2025Q3: 4,590 shares; 2025Q4: 4,592 shares; 2026Q1: 3,592 shares 3,592 $363K 0.01% -1,000 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: restricted; 2024Q4: 2,498 shares; 2025Q1: 2,496 shares; 2025Q2: 2,112 shares; 2025Q3: 2,112 shares; 2025Q4: 2,148 shares; 2026Q1: 2,148 shares 2,148 $363K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 527 shares; 2026Q1: 660 shares 660 $362K 0.01% +133 Timeline