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: 219,717 shares; 2025Q1: 231,050 shares; 2025Q2: 231,772 shares; 2025Q3: 280,571 shares; 2025Q4: 296,297 shares; 2026Q1: 316,575 shares 316,575 $43.8M 8.95% +20,278 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: 120,824 shares; 2025Q1: 126,375 shares; 2025Q2: 126,567 shares; 2025Q3: 126,567 shares; 2025Q4: 253,134 shares; 2026Q1: 324,357 shares 324,357 $43.1M 8.81% +71,223 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: 23,085 shares; 2025Q1: 23,481 shares; 2025Q2: 24,171 shares; 2025Q3: 38,602 shares; 2025Q4: 44,419 shares; 2026Q1: 54,596 shares 54,596 $35.6M 7.27% +10,177 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: 17,190 shares; 2025Q1: 15,495 shares; 2025Q2: 17,035 shares; 2025Q3: 20,035 shares; 2025Q4: 41,572 shares; 2026Q1: 50,727 shares 50,727 $30.3M 6.19% +9,155 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: 181,525 shares; 2025Q1: 181,525 shares; 2025Q2: 181,676 shares; 2025Q3: 181,676 shares; 2025Q4: 181,676 shares; 2026Q1: 250,101 shares 250,101 $27.7M 5.66% +68,425 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: 133,355 shares; 2025Q1: 131,180 shares; 2025Q2: 135,200 shares; 2025Q3: 195,520 shares; 2025Q4: 289,775 shares; 2026Q1: 394,104 shares 394,104 $27.5M 5.61% +104,329 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: 138,734 shares; 2025Q1: 137,899 shares; 2025Q2: 138,069 shares; 2025Q3: 138,069 shares; 2025Q4: 129,169 shares; 2026Q1: 179,509 shares 179,509 $26.3M 5.38% +50,340 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: 163,309 shares; 2025Q1: 164,759 shares; 2025Q2: 214,717 shares; 2025Q3: 211,062 shares; 2025Q4: 236,812 shares; 2026Q1: 328,203 shares 328,203 $25.8M 5.27% +91,391 Timeline VFH 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: 80,662 shares; 2025Q1: 128,081 shares; 2025Q2: 128,081 shares; 2025Q3: 128,081 shares; 2025Q4: 128,081 shares; 2026Q1: 178,031 shares 178,031 $21.5M 4.39% +49,950 Timeline DXJ 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: 82,322 shares; 2025Q1: 84,208 shares; 2025Q2: 85,078 shares; 2025Q3: 85,802 shares; 2025Q4: 86,137 shares; 2026Q1: 122,747 shares 122,747 $19.5M 3.98% +36,610 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: 306,869 shares; 2025Q1: 316,634 shares; 2025Q2: 316,634 shares; 2025Q3: 293,449 shares; 2025Q4: 293,449 shares; 2026Q1: 344,872 shares 344,872 $17M 3.48% +51,423 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 63,523 shares; 2025Q1: 63,523 shares; 2025Q2: 62,858 shares; 2025Q3: 62,858 shares; 2025Q4: 71,718 shares; 2026Q1: 96,036 shares 96,036 $15.5M 3.17% +24,318 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: 39,137 shares; 2025Q1: 39,358 shares; 2025Q2: 39,358 shares; 2025Q3: 39,358 shares; 2025Q4: 39,358 shares; 2026Q1: 39,358 shares 39,358 $9.99M 2.04% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,153 shares; 2025Q1: 53,705 shares; 2025Q2: 53,705 shares; 2025Q3: 70,008 shares; 2025Q4: 172,516 shares; 2026Q1: 195,689 shares 195,689 $8.98M 1.83% +23,173 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: 52,156 shares; 2025Q1: 62,725 shares; 2025Q2: 62,725 shares; 2025Q3: 49,603 shares; 2025Q4: 49,603 shares; 2026Q1: 49,603 shares 49,603 $8.65M 1.77% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 40,178 shares 40,178 $7.71M 1.58% new 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: 7,518 shares; 2025Q1: 7,621 shares; 2025Q2: 7,636 shares; 2025Q3: 8,958 shares; 2025Q4: 8,958 shares; 2026Q1: 12,638 shares 12,638 $7.29M 1.49% +3,680 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: 18,501 shares; 2025Q1: 18,501 shares; 2025Q2: 18,501 shares; 2025Q3: 18,501 shares; 2025Q4: 18,501 shares; 2026Q1: 19,001 shares 19,001 $7.29M 1.49% +500 Timeline XLB 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: 60,245 shares; 2025Q1: 60,245 shares; 2025Q2: 60,245 shares; 2025Q3: 60,245 shares; 2025Q4: 120,490 shares; 2026Q1: 141,279 shares 141,279 $7.06M 1.44% +20,789 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: 16,390 shares; 2025Q1: 17,345 shares; 2025Q2: 17,160 shares; 2025Q3: 17,159 shares; 2025Q4: 17,159 shares; 2026Q1: 17,159 shares 17,159 $6.35M 1.3% 0 Timeline IXC ISHARES 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: 107,474 shares; 2025Q1: 107,474 shares; 2025Q2: 107,474 shares; 2025Q3: 107,474 shares; 2025Q4: 107,474 shares; 2026Q1: 107,474 shares 107,474 $6.19M 1.26% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,928 shares; 2025Q1: 6,620 shares; 2025Q2: 7,301 shares; 2025Q3: 7,559 shares; 2025Q4: 7,919 shares; 2026Q1: 8,703 shares 8,703 $5.68M 1.16% +784 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: 57,760 shares; 2025Q1: 57,760 shares; 2025Q2: 57,760 shares; 2025Q3: 57,760 shares; 2025Q4: 57,760 shares; 2026Q1: 59,810 shares 59,810 $5.08M 1.04% +2,050 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: 14,456 shares; 2025Q1: 14,456 shares; 2025Q2: 14,456 shares; 2025Q3: 14,456 shares; 2025Q4: 14,456 shares; 2026Q1: 22,889 shares 22,889 $5.01M 1.02% +8,433 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: 14,014 shares; 2025Q1: 23,798 shares; 2025Q2: 23,798 shares; 2025Q3: 23,797 shares; 2025Q4: 23,797 shares; 2026Q1: 23,797 shares 23,797 $4.96M 1.01% 0 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: 14,879 shares; 2025Q1: 21,545 shares; 2025Q2: 21,545 shares; 2025Q3: 17,110 shares; 2025Q4: 17,110 shares; 2026Q1: 17,110 shares 17,110 $4.92M 1% 0 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: 29,545 shares; 2025Q1: 29,808 shares; 2025Q2: 29,808 shares; 2025Q3: 30,236 shares; 2025Q4: 30,236 shares; 2026Q1: 30,236 shares 30,236 $4.48M 0.91% 0 Timeline XLRE 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: 135,604 shares; 2025Q1: 101,345 shares; 2025Q2: 101,345 shares; 2025Q3: 130,879 shares; 2025Q4: 107,879 shares; 2026Q1: 107,879 shares 107,879 $4.41M 0.9% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 53,454 shares; 2025Q1: 39,955 shares; 2025Q2: 40,145 shares; 2025Q3: 40,254 shares; 2025Q4: 40,584 shares; 2026Q1: 42,115 shares 42,115 $4.07M 0.83% +1,531 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,510 shares; 2025Q1: 10,511 shares; 2025Q2: 10,511 shares; 2025Q3: 7,215 shares; 2025Q4: 7,215 shares; 2026Q1: 7,215 shares 7,215 $3.35M 0.68% 0 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: 9,188 shares; 2025Q1: 6,798 shares; 2025Q2: 6,798 shares; 2025Q3: 11,130 shares; 2025Q4: 13,230 shares; 2026Q1: 13,230 shares 13,230 $3.28M 0.67% 0 Timeline SPHB 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: 26,021 shares; 2025Q1: 26,021 shares; 2025Q2: 26,021 shares; 2025Q3: 26,021 shares; 2025Q4: 26,021 shares; 2026Q1: 26,951 shares 26,951 $3.12M 0.64% +930 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: 4,246 shares; 2025Q1: 4,246 shares; 2025Q2: 4,246 shares; 2025Q3: 4,246 shares; 2025Q4: 4,246 shares; 2026Q1: 4,396 shares 4,396 $3.07M 0.63% +150 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: 16,230 shares; 2025Q1: 16,230 shares; 2025Q2: 16,230 shares; 2025Q3: 16,230 shares; 2025Q4: 16,230 shares; 2026Q1: 16,800 shares 16,800 $3.05M 0.62% +570 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 30,589 shares; 2025Q1: 30,589 shares; 2025Q2: 30,589 shares; 2025Q3: 30,589 shares; 2025Q4: 30,589 shares; 2026Q1: 31,674 shares 31,674 $2.97M 0.61% +1,085 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,356 shares; 2025Q1: 12,356 shares; 2025Q2: 12,356 shares; 2025Q3: 12,356 shares; 2025Q4: 12,356 shares; 2026Q1: 12,356 shares 12,356 $2.67M 0.55% 0 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: 39,764 shares; 2025Q1: 39,764 shares; 2025Q2: 39,764 shares; 2025Q3: 39,764 shares; 2025Q4: 39,764 shares; 2026Q1: 39,764 shares 39,764 $2.44M 0.5% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,531 shares; 2025Q1: 5,531 shares; 2025Q2: 5,531 shares; 2025Q3: 5,531 shares; 2025Q4: 5,531 shares; 2026Q1: 5,531 shares 5,531 $2.25M 0.46% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 19,552 shares; 2025Q1: 9,772 shares; 2025Q2: 9,772 shares; 2025Q3: 9,772 shares; 2025Q4: 14,172 shares; 2026Q1: 14,172 shares 14,172 $2.14M 0.44% 0 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: 38,819 shares; 2025Q1: 32,897 shares; 2025Q2: 32,897 shares; 2025Q3: 32,897 shares; 2025Q4: 34,294 shares; 2026Q1: 34,294 shares 34,294 $2.1M 0.43% 0 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,477 shares 9,477 $1.57M 0.32% new Timeline IHI ISHARES 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: 28,799 shares; 2025Q2: 28,799 shares; 2025Q3: 28,799 shares; 2025Q4: 28,799 shares; 2026Q1: 28,799 shares 28,799 $1.54M 0.31% 0 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: 25,519 shares; 2025Q1: 30,009 shares; 2025Q2: 30,009 shares; 2025Q3: 30,009 shares; 2025Q4: 30,009 shares; 2026Q1: 30,009 shares 30,009 $1.46M 0.3% 0 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: 128,287 shares; 2025Q1: 129,192 shares; 2025Q2: 129,192 shares; 2025Q3: 129,192 shares; 2025Q4: 5,395 shares; 2026Q1: 17,645 shares 17,645 $1.45M 0.3% +12,250 Timeline IGM ISHARES 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: 11,826 shares; 2025Q1: 11,826 shares; 2025Q2: 11,826 shares; 2025Q3: 11,826 shares; 2025Q4: 11,826 shares; 2026Q1: 11,826 shares 11,826 $1.4M 0.29% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,660 shares; 2025Q4: 15,660 shares; 2026Q1: 15,660 shares 15,660 $1.2M 0.24% 0 Timeline SPYG 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: 12,122 shares; 2025Q1: 12,122 shares; 2025Q2: 12,122 shares; 2025Q3: 12,122 shares; 2025Q4: 12,122 shares; 2026Q1: 12,122 shares 12,122 $1.19M 0.24% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,758 shares; 2025Q1: 4,758 shares; 2025Q2: 4,758 shares; 2025Q3: 4,758 shares; 2025Q4: 4,758 shares; 2026Q1: 4,758 shares 4,758 $1.11M 0.23% 0 Timeline XMHQ 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: 3,730 shares; 2025Q1: 3,730 shares; 2025Q2: 10,080 shares; 2025Q3: 10,080 shares; 2025Q4: 10,080 shares; 2026Q1: 10,080 shares 10,080 $1.04M 0.21% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 16,350 shares 16,350 $1.02M 0.21% new Timeline RZV 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: 7,023 shares; 2025Q1: 7,023 shares; 2025Q2: 7,023 shares; 2025Q3: 7,023 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares 7,023 $874K 0.18% 0 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: 56,163 shares; 2025Q1: 59,294 shares; 2025Q2: 59,035 shares; 2025Q3: 59,035 shares; 2025Q4: 7,635 shares; 2026Q1: 7,635 shares 7,635 $832K 0.17% 0 Timeline RPV 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: 7,293 shares; 2025Q1: 7,293 shares; 2025Q2: 7,293 shares; 2025Q3: 7,293 shares; 2025Q4: 7,293 shares; 2026Q1: 7,293 shares 7,293 $783K 0.16% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,863 shares; 2025Q1: 1,863 shares; 2025Q2: 1,863 shares; 2025Q3: 1,863 shares; 2025Q4: 1,863 shares; 2026Q1: 1,863 shares 1,863 $507K 0.1% 0 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: 28,304 shares; 2025Q1: 6,072 shares; 2025Q2: 6,072 shares; 2025Q3: 6,071 shares; 2025Q4: 6,071 shares; 2026Q1: 6,071 shares 6,071 $437K 0.09% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,169 shares; 2025Q1: 10,169 shares; 2025Q2: 10,169 shares; 2025Q3: 10,169 shares; 2025Q4: 10,169 shares; 2026Q1: 10,169 shares 10,169 $255K 0.05% 0 Timeline EELV 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: 3,447 shares; 2025Q1: 3,447 shares; 2025Q2: 9,047 shares; 2025Q3: 9,047 shares; 2025Q4: 9,047 shares; 2026Q1: 9,047 shares 9,047 $254K 0.05% 0 Timeline IGV ISHARES 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: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,425 shares; 2025Q3: 2,425 shares; 2025Q4: 2,425 shares; 2026Q1: 2,425 shares 2,425 $194K 0.04% 0 Timeline MBLY MOBILEYE GLOBAL INC More: the full row for MOBILEYE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 85,057 shares; 2025Q1: 85,057 shares; 2025Q2: 85,057 shares; 2025Q3: 85,057 shares; 2025Q4: 85,057 shares; 2026Q1: 21,243 shares 21,243 $146K 0.03% -63,814 Timeline HEDJ 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: 1,060 shares; 2025Q1: 1,060 shares; 2025Q2: 1,060 shares; 2025Q3: 1,060 shares; 2025Q4: 1,060 shares; 2026Q1: 1,060 shares 1,060 $55K 0.01% 0 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: 300 shares; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: 300 shares; 2025Q4: 300 shares; 2026Q1: 300 shares 300 $16K <0.01% 0 Timeline