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: 20,391 shares; 2025Q1: 27,520 shares; 2025Q2: 53,063 shares; 2025Q3: 62,665 shares; 2025Q4: 65,488 shares; 2026Q1: 67,726 shares 67,726 $11.8M 2.23% +2,238 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: 1,505 shares; 2025Q1: 4,478 shares; 2025Q2: 13,580 shares; 2025Q3: 17,353 shares; 2025Q4: 18,060 shares; 2026Q1: 17,283 shares 17,283 $11.2M 2.12% -777 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: 60,702 shares; 2025Q1: 49,339 shares; 2025Q2: 88,595 shares; 2025Q3: 54,685 shares; 2025Q4: 62,530 shares; 2026Q1: 121,442 shares 121,442 $11.1M 2.1% +58,912 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 302,059 shares; 2025Q1: 297,207 shares; 2025Q2: 237,450 shares; 2025Q3: 230,342 shares; 2025Q4: 221,071 shares; 2026Q1: 139,934 shares 139,934 $11.1M 2.08% -81,137 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: 1,337 shares; 2025Q1: 9,574 shares; 2025Q2: 15,736 shares; 2025Q3: 15,550 shares; 2025Q4: 16,652 shares; 2026Q1: 17,533 shares 17,533 $10.5M 1.97% +881 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: 39,592 shares; 2025Q1: 39,189 shares; 2025Q2: 43,267 shares; 2025Q3: 28,974 shares; 2025Q4: 28,998 shares; 2026Q1: 71,408 shares 71,408 $10.4M 1.96% +42,410 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: 7,641 shares; 2025Q1: 13,088 shares; 2025Q2: 18,754 shares; 2025Q3: 17,248 shares; 2025Q4: 17,024 shares; 2026Q1: 17,095 shares 17,095 $9.87M 1.86% +71 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: not reported; 2025Q1: 20,038 shares; 2025Q2: 5,447 shares; 2025Q3: 6,658 shares; 2025Q4: 6,681 shares; 2026Q1: 95,455 shares 95,455 $9.6M 1.81% +88,774 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 319,521 shares; 2025Q1: 329,887 shares; 2025Q2: 345,144 shares; 2025Q3: 313,291 shares; 2025Q4: 317,892 shares; 2026Q1: 337,451 shares 337,451 $8.65M 1.63% +19,559 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: 1,892 shares; 2025Q1: not reported; 2025Q2: 54,033 shares; 2025Q3: 56,390 shares; 2025Q4: 64,585 shares; 2026Q1: 104,998 shares 104,998 $8.35M 1.57% +40,413 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: 4,646 shares; 2025Q1: 5,106 shares; 2025Q2: 90,094 shares; 2025Q3: 93,933 shares; 2025Q4: 96,484 shares; 2026Q1: 104,453 shares 104,453 $7.99M 1.51% +7,969 Timeline MBSF VALUED ADVISERS TR More: the full row for VALUED ADVISERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 480,755 shares; 2025Q1: 475,777 shares; 2025Q2: 404,975 shares; 2025Q3: 405,146 shares; 2025Q4: 353,761 shares; 2026Q1: 306,739 shares 306,739 $7.82M 1.47% -47,022 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: 13,837 shares; 2025Q1: 13,711 shares; 2025Q2: 14,313 shares; 2025Q3: 13,319 shares; 2025Q4: 13,306 shares; 2026Q1: 13,304 shares 13,304 $7.49M 1.41% -2 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: 7,922 shares; 2025Q1: 8,973 shares; 2025Q2: 16,516 shares; 2025Q3: 17,928 shares; 2025Q4: 17,742 shares; 2026Q1: 19,968 shares 19,968 $7.39M 1.39% +2,226 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: 16,345 shares; 2025Q1: 16,338 shares; 2025Q2: 28,126 shares; 2025Q3: 31,946 shares; 2025Q4: 25,862 shares; 2026Q1: 25,838 shares 25,838 $6.56M 1.24% -24 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: 145,553 shares; 2025Q1: 141,945 shares; 2025Q2: 145,806 shares; 2025Q3: 132,016 shares; 2025Q4: 131,645 shares; 2026Q1: 78,270 shares 78,270 $6.46M 1.22% -53,375 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: 19,228 shares; 2025Q1: 16,731 shares; 2025Q2: 17,687 shares; 2025Q3: 16,956 shares; 2025Q4: 15,440 shares; 2026Q1: 14,983 shares 14,983 $6.45M 1.21% -457 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: 25,753 shares; 2025Q3: 25,087 shares; 2025Q4: 33,669 shares; 2026Q1: 33,375 shares 33,375 $6.41M 1.21% -294 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: 60,688 shares; 2025Q1: 60,237 shares; 2025Q2: 59,931 shares; 2025Q3: 59,483 shares; 2025Q4: 58,892 shares; 2026Q1: 58,083 shares 58,083 $6.33M 1.19% -809 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: 10,302 shares; 2025Q1: 11,652 shares; 2025Q2: 11,900 shares; 2025Q3: 11,676 shares; 2025Q4: 11,520 shares; 2026Q1: 12,801 shares 12,801 $6.13M 1.16% +1,281 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,496 shares; 2025Q1: 11,199 shares; 2025Q2: 59,356 shares; 2025Q3: 82,328 shares; 2025Q4: 103,155 shares; 2026Q1: 125,446 shares 125,446 $5.73M 1.08% +22,291 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: 17,587 shares; 2025Q1: 19,677 shares; 2025Q2: 20,312 shares; 2025Q3: 20,953 shares; 2025Q4: 18,359 shares; 2026Q1: 18,015 shares 18,015 $5.17M 0.97% -344 Timeline REM 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: 201,344 shares; 2025Q1: 210,670 shares; 2025Q2: 203,395 shares; 2025Q3: 208,501 shares; 2025Q4: 208,184 shares; 2026Q1: 208,793 shares 208,793 $4.48M 0.84% +609 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: not reported; 2025Q1: 28,727 shares; 2025Q2: 36,081 shares; 2025Q3: 44,588 shares; 2025Q4: 44,749 shares; 2026Q1: 44,126 shares 44,126 $4.29M 0.81% -623 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: 11,010 shares; 2025Q1: 12,660 shares; 2025Q2: 12,283 shares; 2025Q3: 12,513 shares; 2025Q4: 15,417 shares; 2026Q1: 15,038 shares 15,038 $4.27M 0.8% -379 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: 55,704 shares; 2025Q1: 52,932 shares; 2025Q2: 53,384 shares; 2025Q3: 87,377 shares; 2025Q4: 92,175 shares; 2026Q1: 75,865 shares 75,865 $3.99M 0.75% -16,310 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: 257 shares; 2025Q1: 2,153 shares; 2025Q2: 6,204 shares; 2025Q3: 10,612 shares; 2025Q4: 9,962 shares; 2026Q1: 10,057 shares 10,057 $3.74M 0.7% +95 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: not reported; 2025Q1: 48,305 shares; 2025Q2: 46,258 shares; 2025Q3: 60,661 shares; 2025Q4: 60,947 shares; 2026Q1: 65,066 shares 65,066 $3.7M 0.7% +4,119 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: 965 shares; 2025Q1: 3,448 shares; 2025Q2: 4,386 shares; 2025Q3: 8,355 shares; 2025Q4: 7,681 shares; 2026Q1: 7,421 shares 7,421 $3.65M 0.69% -260 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: 9,291 shares; 2025Q1: 15,167 shares; 2025Q2: 24,665 shares; 2025Q3: 25,490 shares; 2025Q4: 17,830 shares; 2026Q1: 17,274 shares 17,274 $3.6M 0.68% -556 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: 2,368 shares; 2025Q1: 3,165 shares; 2025Q2: 8,882 shares; 2025Q3: 10,780 shares; 2025Q4: 11,093 shares; 2026Q1: 11,562 shares 11,562 $3.58M 0.67% +469 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: 67,017 shares; 2025Q1: 38,361 shares; 2025Q2: 33,411 shares; 2025Q3: 32,368 shares; 2025Q4: 27,826 shares; 2026Q1: 21,476 shares 21,476 $3.55M 0.67% -6,350 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 223,114 shares 223,114 $3.49M 0.66% new 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: 6,416 shares; 2025Q1: 7,401 shares; 2025Q2: 10,577 shares; 2025Q3: 10,127 shares; 2025Q4: 9,981 shares; 2026Q1: 11,836 shares 11,836 $3.48M 0.66% +1,855 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,479 shares; 2025Q1: 9,289 shares; 2025Q2: 56,642 shares; 2025Q3: 64,510 shares; 2025Q4: 67,935 shares; 2026Q1: 72,356 shares 72,356 $3.39M 0.64% +4,421 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: 295 shares; 2025Q1: 980 shares; 2025Q2: 5,883 shares; 2025Q3: 4,469 shares; 2025Q4: 7,235 shares; 2026Q1: 5,109 shares 5,109 $3.34M 0.63% -2,126 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: 1,026 shares; 2025Q1: 10,292 shares; 2025Q2: 11,517 shares; 2025Q3: 19,958 shares; 2025Q4: 23,598 shares; 2026Q1: 38,358 shares 38,358 $3.32M 0.63% +14,760 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: not reported; 2025Q1: not reported; 2025Q2: 9,707 shares; 2025Q3: 10,261 shares; 2025Q4: 11,122 shares; 2026Q1: 11,312 shares 11,312 $3.25M 0.61% +190 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: not reported; 2025Q1: 2,851 shares; 2025Q2: 20,915 shares; 2025Q3: 27,837 shares; 2025Q4: 32,033 shares; 2026Q1: 32,683 shares 32,683 $3.2M 0.6% +650 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: 37,946 shares; 2025Q1: 41,318 shares; 2025Q2: 45,773 shares; 2025Q3: 44,458 shares; 2025Q4: 44,830 shares; 2026Q1: 43,733 shares 43,733 $3.18M 0.6% -1,097 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,282 shares; 2025Q4: 24,277 shares; 2026Q1: 27,162 shares 27,162 $3.05M 0.58% +2,885 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 12,538 shares; 2025Q2: 20,809 shares; 2025Q3: 33,697 shares; 2025Q4: 43,002 shares; 2026Q1: 47,980 shares 47,980 $2.9M 0.55% +4,978 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE 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: 61,594 shares; 2025Q4: 90,798 shares; 2026Q1: 84,576 shares 84,576 $2.85M 0.54% -6,222 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,363 shares; 2025Q1: 83,113 shares; 2025Q2: 77,368 shares; 2025Q3: 74,757 shares; 2025Q4: 101,463 shares; 2026Q1: 89,263 shares 89,263 $2.81M 0.53% -12,200 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA 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: 16,979 shares; 2025Q3: 16,695 shares; 2025Q4: 14,718 shares; 2026Q1: 16,467 shares 16,467 $2.81M 0.53% +1,749 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: not reported; 2025Q1: not reported; 2025Q2: 31,046 shares; 2025Q3: 29,927 shares; 2025Q4: 39,521 shares; 2026Q1: 40,087 shares 40,087 $2.74M 0.52% +566 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: not reported; 2025Q1: not reported; 2025Q2: 41,999 shares; 2025Q3: 41,877 shares; 2025Q4: 61,440 shares; 2026Q1: 49,143 shares 49,143 $2.71M 0.51% -12,297 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,221 shares; 2025Q4: 8,381 shares; 2026Q1: 67,334 shares 67,334 $2.62M 0.49% +58,953 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: 74,584 shares; 2025Q1: 57,272 shares; 2025Q2: 53,678 shares; 2025Q3: 52,860 shares; 2025Q4: 45,113 shares; 2026Q1: 28,225 shares 28,225 $2.59M 0.49% -16,888 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: not reported; 2025Q1: 9,118 shares; 2025Q2: 20,475 shares; 2025Q3: 26,713 shares; 2025Q4: 28,309 shares; 2026Q1: 28,486 shares 28,486 $2.58M 0.49% +177 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: 13,880 shares; 2025Q1: 15,154 shares; 2025Q2: 9,407 shares; 2025Q3: 14,250 shares; 2025Q4: 12,054 shares; 2026Q1: 7,573 shares 7,573 $2.56M 0.48% -4,481 Timeline JNK 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: 2,692 shares; 2025Q1: not reported; 2025Q2: 21,162 shares; 2025Q3: 24,845 shares; 2025Q4: 23,962 shares; 2026Q1: 26,720 shares 26,720 $2.56M 0.48% +2,758 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: 2,966 shares; 2025Q1: not reported; 2025Q2: 12,787 shares; 2025Q3: 12,499 shares; 2025Q4: 12,836 shares; 2026Q1: 12,892 shares 12,892 $2.53M 0.48% +56 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: not reported; 2025Q1: 1,878 shares; 2025Q2: 5,389 shares; 2025Q3: 8,177 shares; 2025Q4: 11,297 shares; 2026Q1: 11,790 shares 11,790 $2.44M 0.46% +493 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: 550 shares; 2025Q1: 731 shares; 2025Q2: 3,275 shares; 2025Q3: 3,630 shares; 2025Q4: 4,054 shares; 2026Q1: 4,225 shares 4,225 $2.42M 0.46% +171 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: 50,297 shares; 2025Q1: 51,289 shares; 2025Q2: 51,461 shares; 2025Q3: 46,186 shares; 2025Q4: 43,769 shares; 2026Q1: 47,686 shares 47,686 $2.38M 0.45% +3,917 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,718 shares; 2025Q1: not reported; 2025Q2: 10,297 shares; 2025Q3: 21,577 shares; 2025Q4: 33,141 shares; 2026Q1: 41,883 shares 41,883 $2.37M 0.45% +8,742 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: 24,978 shares; 2025Q1: 25,815 shares; 2025Q2: 26,191 shares; 2025Q3: 26,786 shares; 2025Q4: 27,720 shares; 2026Q1: 17,643 shares 17,643 $2.33M 0.44% -10,077 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 3,007 shares; 2025Q3: 4,342 shares; 2025Q4: 4,232 shares; 2026Q1: 4,251 shares 4,251 $2.31M 0.44% +19 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: 1,626 shares; 2025Q1: 2,887 shares; 2025Q2: 10,315 shares; 2025Q3: 11,771 shares; 2025Q4: 11,796 shares; 2026Q1: 22,810 shares 22,810 $2.18M 0.41% +11,014 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,718 shares; 2025Q1: 29,906 shares; 2025Q2: 28,483 shares; 2025Q3: 27,563 shares; 2025Q4: 24,048 shares; 2026Q1: 22,271 shares 22,271 $2.17M 0.41% -1,777 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 308,207 shares; 2025Q1: 327,947 shares; 2025Q2: 349,718 shares; 2025Q3: 353,366 shares; 2025Q4: 358,551 shares; 2026Q1: 216,468 shares 216,468 $2.17M 0.41% -142,083 Timeline FTSM 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: 24,609 shares; 2025Q3: 26,542 shares; 2025Q4: 36,127 shares; 2026Q1: 35,575 shares 35,575 $2.13M 0.4% -552 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: not reported; 2025Q1: not reported; 2025Q2: 4,971 shares; 2025Q3: 4,684 shares; 2025Q4: 4,597 shares; 2026Q1: 4,860 shares 4,860 $2.12M 0.4% +263 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: not reported; 2025Q1: not reported; 2025Q2: 27,558 shares; 2025Q3: 26,891 shares; 2025Q4: 25,835 shares; 2026Q1: 30,387 shares 30,387 $2.12M 0.4% +4,552 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: 4,841 shares; 2025Q1: not reported; 2025Q2: 28,608 shares; 2025Q3: 40,669 shares; 2025Q4: 36,458 shares; 2026Q1: 40,500 shares 40,500 $1.96M 0.37% +4,042 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: 1,058 shares; 2025Q1: 1,042 shares; 2025Q2: 1,981 shares; 2025Q3: 1,558 shares; 2025Q4: 1,867 shares; 2026Q1: 2,087 shares 2,087 $1.92M 0.36% +220 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY 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: 12,588 shares; 2025Q4: 15,003 shares; 2026Q1: 14,418 shares 14,418 $1.91M 0.36% -585 Timeline COPX 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: 11,436 shares; 2025Q4: 25,771 shares; 2026Q1: 24,711 shares 24,711 $1.89M 0.36% -1,060 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: 600 shares; 2025Q1: 4,736 shares; 2025Q2: 16,865 shares; 2025Q3: 17,937 shares; 2025Q4: 17,937 shares; 2026Q1: 14,621 shares 14,621 $1.82M 0.34% -3,316 Timeline SHYG 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: 32,096 shares; 2025Q1: 35,086 shares; 2025Q2: 62,781 shares; 2025Q3: 67,088 shares; 2025Q4: 67,709 shares; 2026Q1: 41,985 shares 41,985 $1.78M 0.33% -25,724 Timeline LMBS 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: 24,758 shares; 2025Q3: 28,303 shares; 2025Q4: 34,130 shares; 2026Q1: 35,408 shares 35,408 $1.76M 0.33% +1,278 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,722 shares 28,722 $1.76M 0.33% new Timeline XBI 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: 611 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,459 shares; 2026Q1: 13,637 shares 13,637 $1.74M 0.33% +178 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S 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: 51,334 shares 51,334 $1.74M 0.33% new Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,817 shares; 2025Q2: 28,543 shares; 2025Q3: 27,905 shares; 2025Q4: 15,447 shares; 2026Q1: 15,736 shares 15,736 $1.72M 0.32% +289 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,824 shares 10,824 $1.72M 0.32% new Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 23,520 shares; 2025Q1: 33,601 shares; 2025Q2: 33,929 shares; 2025Q3: 30,415 shares; 2025Q4: 28,343 shares; 2026Q1: 15,788 shares 15,788 $1.71M 0.32% -12,555 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 61,199 shares; 2025Q1: 60,221 shares; 2025Q2: 57,756 shares; 2025Q3: 58,584 shares; 2025Q4: 62,252 shares; 2026Q1: 66,058 shares 66,058 $1.71M 0.32% +3,806 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,772 shares 15,772 $1.69M 0.32% new Timeline USDU 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: 64,214 shares 64,214 $1.69M 0.32% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,757 shares; 2026Q1: 7,328 shares 7,328 $1.66M 0.31% -429 Timeline IEUR 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: 22,009 shares; 2025Q3: 20,967 shares; 2025Q4: 20,629 shares; 2026Q1: 22,857 shares 22,857 $1.61M 0.3% +2,228 Timeline FSIG 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: 57,858 shares; 2025Q3: 64,159 shares; 2025Q4: 79,425 shares; 2026Q1: 83,301 shares 83,301 $1.58M 0.3% +3,876 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR 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: 9,627 shares 9,627 $1.54M 0.29% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,765 shares 25,765 $1.53M 0.29% new Timeline JIRE 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: 21,998 shares; 2025Q3: 21,883 shares; 2025Q4: 20,519 shares; 2026Q1: 20,244 shares 20,244 $1.53M 0.29% -275 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: 1,736 shares; 2025Q1: 2,365 shares; 2025Q2: 3,726 shares; 2025Q3: 3,732 shares; 2025Q4: 7,570 shares; 2026Q1: 11,661 shares 11,661 $1.5M 0.28% +4,091 Timeline SHC SOTERA HEALTH CO More: the full row for SOTERA HEALTH 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 102,934 shares 102,934 $1.48M 0.28% new 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: 11,806 shares; 2025Q1: 14,900 shares; 2025Q2: 24,714 shares; 2025Q3: 25,087 shares; 2025Q4: 28,791 shares; 2026Q1: 28,888 shares 28,888 $1.45M 0.27% +97 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC 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: 13,905 shares; 2025Q4: 13,644 shares; 2026Q1: 12,054 shares 12,054 $1.43M 0.27% -1,590 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: 7,466 shares; 2025Q1: 8,265 shares; 2025Q2: 8,663 shares; 2025Q3: 9,913 shares; 2025Q4: 13,488 shares; 2026Q1: 12,809 shares 12,809 $1.39M 0.26% -679 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,589 shares; 2025Q1: 9,679 shares; 2025Q2: 13,494 shares; 2025Q3: 9,833 shares; 2025Q4: 8,638 shares; 2026Q1: 8,022 shares 8,022 $1.38M 0.26% -616 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,889 shares 1,889 $1.38M 0.26% new Timeline LDUR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,321 shares 14,321 $1.37M 0.26% new Timeline AVSF 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: 29,211 shares 29,211 $1.37M 0.26% new 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: 2,511 shares; 2025Q1: 3,140 shares; 2025Q2: 3,317 shares; 2025Q3: 3,484 shares; 2025Q4: 5,108 shares; 2026Q1: 4,118 shares 4,118 $1.35M 0.26% -990 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: 474 shares; 2025Q1: 3,504 shares; 2025Q2: 4,735 shares; 2025Q3: 5,355 shares; 2025Q4: 5,324 shares; 2026Q1: 5,364 shares 5,364 $1.31M 0.25% +40 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,695 shares; 2025Q1: 7,897 shares; 2025Q2: 8,475 shares; 2025Q3: 8,288 shares; 2025Q4: 9,530 shares; 2026Q1: 9,595 shares 9,595 $1.3M 0.25% +65 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,113 shares; 2025Q1: 14,340 shares; 2025Q2: 12,942 shares; 2025Q3: 15,120 shares; 2025Q4: 15,035 shares; 2026Q1: 24,424 shares 24,424 $1.23M 0.23% +9,389 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: not reported; 2025Q1: 12,046 shares; 2025Q2: 14,354 shares; 2025Q3: 16,420 shares; 2025Q4: 17,707 shares; 2026Q1: 18,161 shares 18,161 $1.23M 0.23% +454 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 48,989 shares; 2025Q3: 50,943 shares; 2025Q4: 53,584 shares; 2026Q1: 30,118 shares 30,118 $1.22M 0.23% -23,466 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: 372 shares; 2025Q1: not reported; 2025Q2: 3,358 shares; 2025Q3: 4,159 shares; 2025Q4: 3,997 shares; 2026Q1: 3,773 shares 3,773 $1.21M 0.23% -224 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: 3,932 shares; 2025Q1: 3,439 shares; 2025Q2: 4,913 shares; 2025Q3: 4,899 shares; 2025Q4: 5,018 shares; 2026Q1: 4,953 shares 4,953 $1.2M 0.23% -65 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: 1,371 shares; 2025Q1: 1,351 shares; 2025Q2: 1,576 shares; 2025Q3: 1,622 shares; 2025Q4: 1,655 shares; 2026Q1: 1,676 shares 1,676 $1.19M 0.22% +21 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: 5,558 shares; 2025Q1: 5,374 shares; 2025Q2: 3,501 shares; 2025Q3: 3,748 shares; 2025Q4: 3,822 shares; 2026Q1: 3,360 shares 3,360 $1.18M 0.22% -462 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: 1,671 shares; 2025Q1: 5,944 shares; 2025Q2: 17,950 shares; 2025Q3: 11,761 shares; 2025Q4: 27,602 shares; 2026Q1: 11,880 shares 11,880 $1.18M 0.22% -15,722 Timeline DVOL 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: 15,283 shares; 2025Q4: 22,302 shares; 2026Q1: 33,142 shares 33,142 $1.15M 0.22% +10,840 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: 1,459 shares; 2025Q1: 2,990 shares; 2025Q2: 3,238 shares; 2025Q3: 3,369 shares; 2025Q4: 3,324 shares; 2026Q1: 3,304 shares 3,304 $1.14M 0.21% -20 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: 2,848 shares; 2025Q1: 3,338 shares; 2025Q2: 3,521 shares; 2025Q3: 3,576 shares; 2025Q4: 3,429 shares; 2026Q1: 3,486 shares 3,486 $1.14M 0.21% +57 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: 3,007 shares; 2025Q1: 1,194 shares; 2025Q2: 2,434 shares; 2025Q3: 2,451 shares; 2025Q4: 2,232 shares; 2026Q1: 2,228 shares 2,228 $1.11M 0.21% -4 Timeline EWY 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,625 shares; 2026Q1: 8,964 shares 8,964 $1.1M 0.21% +339 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: 25,677 shares; 2025Q1: 26,604 shares; 2025Q2: 19,483 shares; 2025Q3: 20,867 shares; 2025Q4: 21,584 shares; 2026Q1: 17,935 shares 17,935 $1.09M 0.2% -3,649 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: 13,076 shares; 2025Q1: 5,504 shares; 2025Q2: 4,492 shares; 2025Q3: 7,472 shares; 2025Q4: 4,427 shares; 2026Q1: 6,698 shares 6,698 $1.07M 0.2% +2,271 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: 2,843 shares; 2025Q1: not reported; 2025Q2: 3,055 shares; 2025Q3: 3,274 shares; 2025Q4: 8,495 shares; 2026Q1: 8,819 shares 8,819 $1.06M 0.2% +324 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 29,591 shares 29,591 $1.05M 0.2% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,694 shares; 2025Q1: 7,757 shares; 2025Q2: 15,382 shares; 2025Q3: 11,366 shares; 2025Q4: 9,103 shares; 2026Q1: 9,402 shares 9,402 $1.04M 0.2% +299 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,190 shares; 2025Q3: 10,414 shares; 2025Q4: 10,445 shares; 2026Q1: 11,806 shares 11,806 $1.02M 0.19% +1,361 Timeline MAS MASCO CORP More: the full row for MASCO 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: 16,912 shares 16,912 $1.02M 0.19% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,921 shares; 2025Q4: 4,858 shares; 2026Q1: 21,995 shares 21,995 $1.02M 0.19% +17,137 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: 319 shares; 2025Q1: 459 shares; 2025Q2: 1,159 shares; 2025Q3: 1,156 shares; 2025Q4: 929 shares; 2026Q1: 985 shares 985 $982K 0.18% +56 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,599 shares 8,599 $973K 0.18% new Timeline SPMD 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: 1,272 shares; 2025Q1: not reported; 2025Q2: 15,596 shares; 2025Q3: 14,733 shares; 2025Q4: 15,023 shares; 2026Q1: 16,323 shares 16,323 $967K 0.18% +1,300 Timeline CERY 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: 2,505 shares; 2025Q1: not reported; 2025Q2: 17,943 shares; 2025Q3: 25,139 shares; 2025Q4: 18,170 shares; 2026Q1: 27,178 shares 27,178 $958K 0.18% +9,008 Timeline LST MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 23,624 shares 23,624 $956K 0.18% new 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: 1,543 shares; 2025Q1: 3,042 shares; 2025Q2: 6,121 shares; 2025Q3: 6,257 shares; 2025Q4: 5,668 shares; 2026Q1: 5,622 shares 5,622 $954K 0.18% -46 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: 3,253 shares; 2025Q1: not reported; 2025Q2: 28,546 shares; 2025Q3: 29,279 shares; 2025Q4: 33,885 shares; 2026Q1: 32,795 shares 32,795 $951K 0.18% -1,090 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: 5,099 shares; 2025Q1: 5,582 shares; 2025Q2: 7,850 shares; 2025Q3: 7,952 shares; 2025Q4: 8,154 shares; 2026Q1: 8,345 shares 8,345 $946K 0.18% +191 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: not reported; 2025Q1: not reported; 2025Q2: 14,085 shares; 2025Q3: 14,378 shares; 2025Q4: 33,191 shares; 2026Q1: 35,827 shares 35,827 $942K 0.18% +2,636 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 18,794 shares 18,794 $942K 0.18% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,884 shares; 2025Q1: not reported; 2025Q2: 18,093 shares; 2025Q3: 18,725 shares; 2025Q4: 20,667 shares; 2026Q1: 22,022 shares 22,022 $930K 0.18% +1,355 Timeline EWX 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,276 shares; 2026Q1: 13,890 shares 13,890 $918K 0.17% +614 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: 211 shares; 2025Q1: not reported; 2025Q2: 1,026 shares; 2025Q3: 1,175 shares; 2025Q4: 5,042 shares; 2026Q1: 4,597 shares 4,597 $912K 0.17% -445 Timeline GVI 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: 8,439 shares; 2025Q3: 8,058 shares; 2025Q4: 8,116 shares; 2026Q1: 8,530 shares 8,530 $910K 0.17% +414 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: 4,726 shares; 2025Q1: 2,520 shares; 2025Q2: 2,684 shares; 2025Q3: 2,521 shares; 2025Q4: 2,497 shares; 2026Q1: 1,504 shares 1,504 $909K 0.17% -993 Timeline KHPI MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 48,647 shares; 2025Q1: 48,335 shares; 2025Q2: 29,198 shares; 2025Q3: 29,454 shares; 2025Q4: 28,467 shares; 2026Q1: 37,496 shares 37,496 $908K 0.17% +9,029 Timeline SIRI SIRIUSXM HOLDINGS INC More: the full row for SIRIUSXM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 38,384 shares; 2025Q1: 39,301 shares; 2025Q2: 34,874 shares; 2025Q3: 33,889 shares; 2025Q4: 33,369 shares; 2026Q1: 38,869 shares 38,869 $897K 0.17% +5,500 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: not reported; 2025Q1: not reported; 2025Q2: 3,910 shares; 2025Q3: 4,132 shares; 2025Q4: 4,104 shares; 2026Q1: 4,117 shares 4,117 $894K 0.17% +13 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: 2,134 shares; 2025Q1: 3,343 shares; 2025Q2: 4,522 shares; 2025Q3: 4,633 shares; 2025Q4: 4,371 shares; 2026Q1: 4,380 shares 4,380 $891K 0.17% +9 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,373 shares; 2025Q1: not reported; 2025Q2: 83,323 shares; 2025Q3: 65,310 shares; 2025Q4: 36,433 shares; 2026Q1: 25,924 shares 25,924 $889K 0.17% -10,509 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 21,122 shares; 2025Q1: 22,728 shares; 2025Q2: 24,522 shares; 2025Q3: 25,545 shares; 2025Q4: 26,763 shares; 2026Q1: 30,833 shares 30,833 $885K 0.17% +4,070 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: 1,566 shares; 2025Q1: 4,656 shares; 2025Q2: 9,469 shares; 2025Q3: 8,251 shares; 2025Q4: 12,076 shares; 2026Q1: 11,627 shares 11,627 $884K 0.17% -449 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: not reported; 2025Q1: not reported; 2025Q2: 3,157 shares; 2025Q3: 3,058 shares; 2025Q4: 2,877 shares; 2026Q1: 2,884 shares 2,884 $872K 0.16% +7 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: not reported; 2025Q1: not reported; 2025Q2: 4,723 shares; 2025Q3: 5,140 shares; 2025Q4: 5,479 shares; 2026Q1: 5,799 shares 5,799 $848K 0.16% +320 Timeline CLOI 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: 39,147 shares; 2025Q1: 24,922 shares; 2025Q2: 24,470 shares; 2025Q3: 21,414 shares; 2025Q4: 15,934 shares; 2026Q1: 16,034 shares 16,034 $845K 0.16% +100 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,638 shares; 2025Q1: 4,779 shares; 2025Q2: 4,838 shares; 2025Q3: 4,897 shares; 2025Q4: 4,920 shares; 2026Q1: 4,873 shares 4,873 $838K 0.16% -47 Timeline UCON 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: 22,134 shares; 2025Q3: 22,233 shares; 2025Q4: 32,794 shares; 2026Q1: 33,578 shares 33,578 $832K 0.16% +784 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: 481 shares; 2025Q1: 617 shares; 2025Q2: 1,189 shares; 2025Q3: 3,608 shares; 2025Q4: 3,019 shares; 2026Q1: 3,045 shares 3,045 $824K 0.16% +26 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,116 shares 13,116 $819K 0.15% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK 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: 20,396 shares 20,396 $813K 0.15% new 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: 1,068 shares; 2025Q1: 491 shares; 2025Q2: 860 shares; 2025Q3: 826 shares; 2025Q4: 7,754 shares; 2026Q1: 8,434 shares 8,434 $811K 0.15% +680 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,382 shares; 2025Q2: 6,569 shares; 2025Q3: 6,565 shares; 2025Q4: 6,833 shares; 2026Q1: 7,326 shares 7,326 $808K 0.15% +493 Timeline RNST RENASANT CORP More: the full row for RENASANT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,435 shares; 2025Q2: 22,234 shares; 2025Q3: 22,234 shares; 2025Q4: 22,234 shares; 2026Q1: 22,234 shares 22,234 $803K 0.15% 0 Timeline ASHR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,556 shares 24,556 $802K 0.15% new Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 46,805 shares; 2026Q1: 43,734 shares 43,734 $800K 0.15% -3,071 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: not reported; 2025Q1: 28,084 shares; 2025Q2: 28,944 shares; 2025Q3: 27,775 shares; 2025Q4: 25,465 shares; 2026Q1: 25,721 shares 25,721 $789K 0.15% +256 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 348 shares; 2025Q4: 900 shares; 2026Q1: 899 shares 899 $785K 0.15% -1 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,995 shares 10,995 $782K 0.15% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,862 shares 14,862 $781K 0.15% new 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: 1,732 shares; 2025Q1: 2,278 shares; 2025Q2: 6,037 shares; 2025Q3: 6,694 shares; 2025Q4: 5,378 shares; 2026Q1: 5,376 shares 5,376 $777K 0.15% -2 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: 1,650 shares; 2025Q1: 2,123 shares; 2025Q2: 3,679 shares; 2025Q3: 3,586 shares; 2025Q4: 3,630 shares; 2026Q1: 3,561 shares 3,561 $774K 0.15% -69 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: 1,534 shares; 2025Q1: 1,625 shares; 2025Q2: 2,480 shares; 2025Q3: 2,353 shares; 2025Q4: 2,453 shares; 2026Q1: 2,616 shares 2,616 $773K 0.15% +163 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: not reported; 2025Q1: not reported; 2025Q2: 9,723 shares; 2025Q3: 11,104 shares; 2025Q4: 13,206 shares; 2026Q1: 33,529 shares 33,529 $768K 0.14% +20,323 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: not reported; 2025Q1: not reported; 2025Q2: 4,026 shares; 2025Q3: 4,437 shares; 2025Q4: 4,338 shares; 2026Q1: 13,195 shares 13,195 $768K 0.14% +8,857 Timeline KKR KKR & CO INC More: the full row for KKR & CO 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: 6,063 shares; 2026Q1: 8,206 shares 8,206 $759K 0.14% +2,143 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: 11,730 shares; 2025Q1: 14,265 shares; 2025Q2: 16,368 shares; 2025Q3: 13,652 shares; 2025Q4: 15,943 shares; 2026Q1: 5,104 shares 5,104 $751K 0.14% -10,839 Timeline UYLD ANGEL OAK FUNDS TRUST More: the full row for ANGEL OAK FUNDS 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: 14,652 shares 14,652 $748K 0.14% new 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: 9,709 shares; 2025Q2: 10,949 shares; 2025Q3: 11,222 shares; 2025Q4: 10,703 shares; 2026Q1: 10,338 shares 10,338 $744K 0.14% -365 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,794 shares; 2025Q1: 3,874 shares; 2025Q2: 4,969 shares; 2025Q3: 5,174 shares; 2025Q4: 5,194 shares; 2026Q1: 5,061 shares 5,061 $740K 0.14% -133 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP 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: 1,307 shares; 2025Q3: 1,149 shares; 2025Q4: 1,387 shares; 2026Q1: 1,241 shares 1,241 $736K 0.14% -146 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT 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: 73,481 shares 73,481 $726K 0.14% new 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: not reported; 2025Q1: 23,470 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,456 shares; 2026Q1: 14,370 shares 14,370 $724K 0.14% -8,086 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,086 shares 15,086 $723K 0.14% new 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: 4,879 shares; 2025Q1: 1,968 shares; 2025Q2: 4,340 shares; 2025Q3: 3,939 shares; 2025Q4: 3,463 shares; 2026Q1: 2,359 shares 2,359 $713K 0.13% -1,104 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,937 shares; 2025Q3: 5,431 shares; 2025Q4: 7,136 shares; 2026Q1: 7,105 shares 7,105 $710K 0.13% -31 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: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 5,123 shares; 2025Q4: 5,279 shares; 2026Q1: 6,624 shares 6,624 $703K 0.13% +1,345 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: 1,942 shares; 2025Q1: 2,112 shares; 2025Q2: 2,326 shares; 2025Q3: 2,414 shares; 2025Q4: 2,304 shares; 2026Q1: 2,318 shares 2,318 $701K 0.13% +14 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: not reported; 2025Q1: 19,396 shares; 2025Q2: 28,435 shares; 2025Q3: 29,464 shares; 2025Q4: not reported; 2026Q1: 14,265 shares 14,265 $700K 0.13% new 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: 1,571 shares; 2025Q1: not reported; 2025Q2: 10,719 shares; 2025Q3: 10,944 shares; 2025Q4: 13,351 shares; 2026Q1: 14,337 shares 14,337 $699K 0.13% +986 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: not reported; 2025Q1: not reported; 2025Q2: 1,472 shares; 2025Q3: 1,827 shares; 2025Q4: 1,817 shares; 2026Q1: 1,881 shares 1,881 $691K 0.13% +64 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: not reported; 2025Q1: not reported; 2025Q2: 2,016 shares; 2025Q3: 1,951 shares; 2025Q4: 1,868 shares; 2026Q1: 2,039 shares 2,039 $689K 0.13% +171 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,172 shares; 2025Q2: 10,924 shares; 2025Q3: 18,299 shares; 2025Q4: 20,088 shares; 2026Q1: 20,890 shares 20,890 $688K 0.13% +802 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: not reported; 2025Q1: not reported; 2025Q2: 13,676 shares; 2025Q3: 13,524 shares; 2025Q4: 16,818 shares; 2026Q1: 16,181 shares 16,181 $688K 0.13% -637 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,974 shares; 2025Q1: 7,284 shares; 2025Q2: 7,230 shares; 2025Q3: 6,756 shares; 2025Q4: 6,820 shares; 2026Q1: 6,468 shares 6,468 $680K 0.13% -352 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: 8,345 shares; 2025Q3: 12,694 shares; 2025Q4: 13,037 shares; 2026Q1: 13,936 shares 13,936 $670K 0.13% +899 Timeline BKLN 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: 56,963 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 32,767 shares 32,767 $669K 0.13% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,364 shares; 2025Q3: 4,855 shares; 2025Q4: 6,527 shares; 2026Q1: 4,766 shares 4,766 $664K 0.13% -1,761 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: not reported; 2025Q1: 969 shares; 2025Q2: 3,290 shares; 2025Q3: 2,985 shares; 2025Q4: 6,719 shares; 2026Q1: 4,956 shares 4,956 $659K 0.12% -1,763 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: 4,043 shares; 2025Q1: 4,780 shares; 2025Q2: 6,912 shares; 2025Q3: 6,694 shares; 2025Q4: 6,623 shares; 2026Q1: 6,634 shares 6,634 $653K 0.12% +11 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,600 shares; 2025Q1: 26,818 shares; 2025Q2: 27,462 shares; 2025Q3: 23,819 shares; 2025Q4: 25,207 shares; 2026Q1: 25,159 shares 25,159 $647K 0.12% -48 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,658 shares; 2025Q2: 1,734 shares; 2025Q3: 1,693 shares; 2025Q4: 1,737 shares; 2026Q1: 3,332 shares 3,332 $631K 0.12% +1,595 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: not reported; 2025Q1: 2,890 shares; 2025Q2: 4,268 shares; 2025Q3: 3,968 shares; 2025Q4: 4,914 shares; 2026Q1: 5,076 shares 5,076 $631K 0.12% +162 Timeline SPYD 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: 22,671 shares; 2025Q1: 18,209 shares; 2025Q2: 17,950 shares; 2025Q3: 14,808 shares; 2025Q4: 14,763 shares; 2026Q1: 13,846 shares 13,846 $630K 0.12% -917 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: 1,770 shares; 2025Q1: not reported; 2025Q2: 4,299 shares; 2025Q3: 3,254 shares; 2025Q4: 5,204 shares; 2026Q1: 6,479 shares 6,479 $630K 0.12% +1,275 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,126 shares; 2025Q3: 6,839 shares; 2025Q4: 9,610 shares; 2026Q1: 9,214 shares 9,214 $627K 0.12% -396 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 4,813 shares 4,813 $625K 0.12% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,894 shares; 2025Q1: not reported; 2025Q2: 4,442 shares; 2025Q3: 8,883 shares; 2025Q4: 11,039 shares; 2026Q1: 10,647 shares 10,647 $622K 0.12% -392 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,807 shares 12,807 $621K 0.12% 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: not reported; 2025Q1: not reported; 2025Q2: 8,236 shares; 2025Q3: 8,975 shares; 2025Q4: 10,269 shares; 2026Q1: 12,177 shares 12,177 $620K 0.12% +1,908 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: 9,053 shares; 2025Q1: 9,011 shares; 2025Q2: 9,828 shares; 2025Q3: 9,928 shares; 2025Q4: 11,012 shares; 2026Q1: 11,397 shares 11,397 $617K 0.12% +385 Timeline IPAC 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: 8,494 shares; 2025Q3: 8,002 shares; 2025Q4: 8,043 shares; 2026Q1: 8,058 shares 8,058 $617K 0.12% +15 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: 332 shares; 2025Q3: 345 shares; 2025Q4: 430 shares; 2026Q1: 416 shares 416 $613K 0.12% -14 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 957 shares; 2025Q3: 1,220 shares; 2025Q4: 1,424 shares; 2026Q1: 1,493 shares 1,493 $608K 0.11% +69 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,858 shares 2,858 $603K 0.11% new 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: 8,943 shares; 2025Q1: 8,792 shares; 2025Q2: 9,748 shares; 2025Q3: 9,897 shares; 2025Q4: 9,699 shares; 2026Q1: 9,630 shares 9,630 $602K 0.11% -69 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,266 shares; 2025Q4: 14,604 shares; 2026Q1: 14,428 shares 14,428 $589K 0.11% -176 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,632 shares 17,632 $568K 0.11% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,879 shares; 2025Q4: 1,749 shares; 2026Q1: 2,111 shares 2,111 $563K 0.11% +362 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,658 shares; 2026Q1: 14,174 shares 14,174 $559K 0.11% +4,516 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,830 shares 5,830 $556K 0.1% new 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: not reported; 2025Q1: not reported; 2025Q2: 5,485 shares; 2025Q3: 7,193 shares; 2025Q4: 6,836 shares; 2026Q1: 7,077 shares 7,077 $549K 0.1% +241 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: 861 shares; 2025Q1: 1,395 shares; 2025Q2: 585 shares; 2025Q3: 1,354 shares; 2025Q4: 1,519 shares; 2026Q1: 991 shares 991 $544K 0.1% -528 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: not reported; 2025Q1: not reported; 2025Q2: 3,231 shares; 2025Q3: 2,809 shares; 2025Q4: 1,998 shares; 2026Q1: 3,657 shares 3,657 $536K 0.1% +1,659 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: not reported; 2025Q1: not reported; 2025Q2: 3,201 shares; 2025Q3: 3,201 shares; 2025Q4: 2,523 shares; 2026Q1: 2,148 shares 2,148 $533K 0.1% -375 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: 13,621 shares; 2025Q1: 3,819 shares; 2025Q2: 3,650 shares; 2025Q3: 3,986 shares; 2025Q4: 4,055 shares; 2026Q1: 3,984 shares 3,984 $522K 0.1% -71 Timeline MGV 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: not reported; 2025Q1: not reported; 2025Q2: 2,835 shares; 2025Q3: 3,251 shares; 2025Q4: 3,239 shares; 2026Q1: 3,497 shares 3,497 $507K 0.1% +258 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,004 shares; 2026Q1: 8,058 shares 8,058 $505K 0.1% +1,054 Timeline HCC WARRIOR MET COAL INC More: the full row for WARRIOR MET COAL 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: 5,603 shares; 2025Q3: 5,455 shares; 2025Q4: 5,427 shares; 2026Q1: 5,382 shares 5,382 $501K 0.09% -45 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN 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: 7,668 shares 7,668 $500K 0.09% new Timeline SPMB 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: 12,069 shares; 2025Q4: 15,672 shares; 2026Q1: 22,324 shares 22,324 $500K 0.09% +6,652 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,766 shares 9,766 $496K 0.09% new 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: 747 shares; 2025Q1: not reported; 2025Q2: 1,186 shares; 2025Q3: 1,383 shares; 2025Q4: 1,630 shares; 2026Q1: 1,591 shares 1,591 $494K 0.09% -39 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,228 shares; 2025Q3: 4,161 shares; 2025Q4: 4,200 shares; 2026Q1: 4,218 shares 4,218 $487K 0.09% +18 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS 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: 2,540 shares; 2025Q3: 3,139 shares; 2025Q4: 3,124 shares; 2026Q1: 3,523 shares 3,523 $483K 0.09% +399 Timeline TDVG 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: 8,113 shares; 2025Q3: 7,893 shares; 2025Q4: 11,057 shares; 2026Q1: 10,819 shares 10,819 $483K 0.09% -238 Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 12,102 shares 12,102 $481K 0.09% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,165 shares; 2025Q3: 1,147 shares; 2025Q4: 1,250 shares; 2026Q1: 1,400 shares 1,400 $479K 0.09% +150 Timeline JFLX 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: 9,447 shares; 2026Q1: 9,609 shares 9,609 $477K 0.09% +162 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,351 shares; 2026Q1: 4,340 shares 4,340 $477K 0.09% -11 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: not reported; 2025Q1: not reported; 2025Q2: 6,106 shares; 2025Q3: 6,744 shares; 2025Q4: 7,590 shares; 2026Q1: 7,186 shares 7,186 $474K 0.09% -404 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: not reported; 2025Q1: 18,840 shares; 2025Q2: 18,840 shares; 2025Q3: 18,840 shares; 2025Q4: 18,840 shares; 2026Q1: 18,840 shares 18,840 $473K 0.09% 0 Timeline DAC DANAOS CORPORATION More: the full row for DANAOS 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: 4,340 shares; 2025Q4: 4,296 shares; 2026Q1: 4,174 shares 4,174 $470K 0.09% -122 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: 587 shares; 2025Q3: 602 shares; 2025Q4: 604 shares; 2026Q1: 555 shares 555 $470K 0.09% -49 Timeline SJNK 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: 55,149 shares; 2025Q1: 62,192 shares; 2025Q2: 74,278 shares; 2025Q3: 75,819 shares; 2025Q4: 74,281 shares; 2026Q1: 18,777 shares 18,777 $469K 0.09% -55,504 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,430 shares; 2025Q3: 5,088 shares; 2025Q4: 5,760 shares; 2026Q1: 5,590 shares 5,590 $467K 0.09% -170 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,433 shares; 2025Q1: 9,183 shares; 2025Q2: 9,281 shares; 2025Q3: 5,349 shares; 2025Q4: 5,351 shares; 2026Q1: 6,620 shares 6,620 $467K 0.09% +1,269 Timeline KAMO MANAGED PORTFOLIO SER More: the full row for MANAGED PORTFOLIO SER 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: 19,768 shares; 2026Q1: 18,843 shares 18,843 $465K 0.09% -925 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: 2,971 shares; 2025Q1: 3,722 shares; 2025Q2: 7,588 shares; 2025Q3: 3,854 shares; 2025Q4: 12,260 shares; 2026Q1: 10,132 shares 10,132 $465K 0.09% -2,128 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY 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: 7,237 shares; 2025Q3: 7,237 shares; 2025Q4: 7,263 shares; 2026Q1: 7,273 shares 7,273 $462K 0.09% +10 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: 2,334 shares 2,334 $460K 0.09% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,196 shares; 2025Q3: 4,013 shares; 2025Q4: 4,668 shares; 2026Q1: 5,541 shares 5,541 $459K 0.09% +873 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,030 shares; 2025Q4: 1,116 shares; 2026Q1: 1,906 shares 1,906 $457K 0.09% +790 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,253 shares; 2025Q1: 1,375 shares; 2025Q2: 1,380 shares; 2025Q3: 1,798 shares; 2025Q4: 1,543 shares; 2026Q1: 1,558 shares 1,558 $456K 0.09% +15 Timeline FTSL 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: 10,314 shares; 2025Q3: 9,694 shares; 2025Q4: 8,689 shares; 2026Q1: 10,181 shares 10,181 $456K 0.09% +1,492 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,501 shares; 2025Q4: 5,172 shares; 2026Q1: 4,952 shares 4,952 $456K 0.09% -220 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: 422 shares; 2025Q1: not reported; 2025Q2: 2,436 shares; 2025Q3: 3,051 shares; 2025Q4: 2,793 shares; 2026Q1: 2,913 shares 2,913 $452K 0.09% +120 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,717 shares; 2025Q4: 4,464 shares; 2026Q1: 5,201 shares 5,201 $451K 0.08% +737 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 183 shares; 2025Q1: not reported; 2025Q2: 926 shares; 2025Q3: 808 shares; 2025Q4: 2,104 shares; 2026Q1: 1,832 shares 1,832 $445K 0.08% -272 Timeline MHD BLACKROCK MUNIHOLDINGS FD IN More: the full row for BLACKROCK MUNIHOLDINGS FD 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: 38,811 shares 38,811 $438K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: 5,956 shares; 2025Q3: 7,470 shares; 2025Q4: 8,032 shares; 2026Q1: 9,281 shares 9,281 $436K 0.08% +1,249 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: 3,396 shares; 2025Q1: 3,539 shares; 2025Q2: 6,145 shares; 2025Q3: 5,702 shares; 2025Q4: 4,495 shares; 2026Q1: 4,227 shares 4,227 $434K 0.08% -268 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: 13,816 shares; 2025Q1: 14,145 shares; 2025Q2: 13,502 shares; 2025Q3: 12,781 shares; 2025Q4: 13,108 shares; 2026Q1: 14,122 shares 14,122 $428K 0.08% +1,014 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: 2,843 shares; 2025Q4: 4,075 shares; 2026Q1: 4,454 shares 4,454 $427K 0.08% +379 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,302 shares; 2026Q1: 5,696 shares 5,696 $423K 0.08% -5,606 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: not reported; 2025Q1: not reported; 2025Q2: 7,935 shares; 2025Q3: 6,762 shares; 2025Q4: 5,540 shares; 2026Q1: 3,768 shares 3,768 $418K 0.08% -1,772 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: 8,596 shares; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,811 shares; 2025Q4: 4,334 shares; 2026Q1: 4,324 shares 4,324 $417K 0.08% -10 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: not reported; 2025Q1: not reported; 2025Q2: 306 shares; 2025Q3: 302 shares; 2025Q4: 264 shares; 2026Q1: 314 shares 314 $415K 0.08% +50 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,080 shares; 2025Q4: 4,400 shares; 2026Q1: 4,840 shares 4,840 $412K 0.08% +440 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 494 shares; 2025Q3: 668 shares; 2025Q4: 791 shares; 2026Q1: 605 shares 605 $412K 0.08% -186 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: not reported; 2025Q1: not reported; 2025Q2: 827 shares; 2025Q3: 787 shares; 2025Q4: 803 shares; 2026Q1: 885 shares 885 $408K 0.08% +82 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,294 shares; 2025Q3: 2,439 shares; 2025Q4: 3,414 shares; 2026Q1: 4,208 shares 4,208 $407K 0.08% +794 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: not reported; 2025Q1: not reported; 2025Q2: 3,676 shares; 2025Q3: 6,305 shares; 2025Q4: 5,416 shares; 2026Q1: 5,089 shares 5,089 $405K 0.08% -327 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: 1,337 shares; 2025Q1: not reported; 2025Q2: 4,047 shares; 2025Q3: 4,256 shares; 2025Q4: 4,223 shares; 2026Q1: 4,299 shares 4,299 $399K 0.08% +76 Timeline QLD 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: 8,243 shares; 2025Q1: 15,175 shares; 2025Q2: 3,210 shares; 2025Q3: 2,938 shares; 2025Q4: 5,396 shares; 2026Q1: 6,476 shares 6,476 $395K 0.07% +1,080 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,318 shares; 2025Q1: 17,463 shares; 2025Q2: 22,901 shares; 2025Q3: 23,239 shares; 2025Q4: 27,841 shares; 2026Q1: 32,366 shares 32,366 $394K 0.07% +4,525 Timeline FEMB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,943 shares; 2025Q4: 12,567 shares; 2026Q1: 13,691 shares 13,691 $393K 0.07% +1,124 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: 3,045 shares; 2025Q1: 3,146 shares; 2025Q2: 3,781 shares; 2025Q3: 2,038 shares; 2025Q4: 1,837 shares; 2026Q1: 1,861 shares 1,861 $391K 0.07% +24 Timeline LGOV 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: 17,455 shares; 2026Q1: 18,088 shares 18,088 $390K 0.07% +633 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: 12,089 shares; 2025Q1: 23,654 shares; 2025Q2: 9,426 shares; 2025Q3: 6,004 shares; 2025Q4: 11,014 shares; 2026Q1: 9,342 shares 9,342 $389K 0.07% -1,672 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,957 shares; 2025Q2: 3,756 shares; 2025Q3: 3,691 shares; 2025Q4: 4,017 shares; 2026Q1: 4,137 shares 4,137 $388K 0.07% +120 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: not reported; 2025Q1: not reported; 2025Q2: 4,347 shares; 2025Q3: 4,165 shares; 2025Q4: 4,268 shares; 2026Q1: 4,371 shares 4,371 $388K 0.07% +103 Timeline ARP ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 17,459 shares; 2025Q2: 21,791 shares; 2025Q3: 20,598 shares; 2025Q4: 12,675 shares; 2026Q1: 12,295 shares 12,295 $386K 0.07% -380 Timeline SRFM SURF AIR MOBILITY INC More: the full row for SURF AIR MOBILITY 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: 326,831 shares 326,831 $376K 0.07% 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: 6,870 shares; 2025Q3: 7,139 shares; 2025Q4: 7,227 shares; 2026Q1: 7,494 shares 7,494 $376K 0.07% +267 Timeline FVD 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: 12,255 shares; 2026Q1: 7,948 shares 7,948 $374K 0.07% -4,307 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,742 shares 1,742 $372K 0.07% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 964 shares; 2025Q1: 989 shares; 2025Q2: 1,527 shares; 2025Q3: 1,247 shares; 2025Q4: 1,044 shares; 2026Q1: 892 shares 892 $372K 0.07% -152 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: 2,093 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,260 shares; 2025Q4: not reported; 2026Q1: 5,042 shares 5,042 $371K 0.07% 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: 1,150 shares; 2025Q1: not reported; 2025Q2: 2,745 shares; 2025Q3: 2,912 shares; 2025Q4: 2,881 shares; 2026Q1: 3,111 shares 3,111 $369K 0.07% +230 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: not reported; 2025Q1: not reported; 2025Q2: 3,182 shares; 2025Q3: 2,940 shares; 2025Q4: 2,523 shares; 2026Q1: 2,503 shares 2,503 $365K 0.07% -20 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: 4,545 shares; 2025Q1: 4,529 shares; 2025Q2: 4,489 shares; 2025Q3: 5,194 shares; 2025Q4: 5,071 shares; 2026Q1: 6,355 shares 6,355 $360K 0.07% +1,284 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: 546 shares; 2025Q1: 618 shares; 2025Q2: 1,058 shares; 2025Q3: 1,128 shares; 2025Q4: 913 shares; 2026Q1: 842 shares 842 $358K 0.07% -71 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,793 shares; 2025Q4: 2,667 shares; 2026Q1: 2,721 shares 2,721 $357K 0.07% +54 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: not reported; 2025Q1: not reported; 2025Q2: 1,130 shares; 2025Q3: 1,432 shares; 2025Q4: 1,196 shares; 2026Q1: 1,254 shares 1,254 $356K 0.07% +58 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,763 shares; 2025Q1: not reported; 2025Q2: 7,465 shares; 2025Q3: 7,756 shares; 2025Q4: 7,842 shares; 2026Q1: 8,826 shares 8,826 $354K 0.07% +984 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,837 shares 1,837 $352K 0.07% new 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: 852 shares; 2025Q1: not reported; 2025Q2: 3,184 shares; 2025Q3: 3,066 shares; 2025Q4: 2,545 shares; 2026Q1: 2,774 shares 2,774 $350K 0.07% +229 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: not reported; 2025Q1: not reported; 2025Q2: 9,083 shares; 2025Q3: 10,206 shares; 2025Q4: 14,443 shares; 2026Q1: 12,462 shares 12,462 $350K 0.07% -1,981 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS 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: 1,787 shares; 2025Q3: 1,715 shares; 2025Q4: 1,910 shares; 2026Q1: 2,001 shares 2,001 $347K 0.07% +91 Timeline DFAR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,606 shares 14,606 $345K 0.07% new Timeline FLCH FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,617 shares; 2026Q1: 15,405 shares 15,405 $345K 0.06% +5,788 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: 6,972 shares; 2025Q1: not reported; 2025Q2: 3,841 shares; 2025Q3: 4,172 shares; 2025Q4: 3,773 shares; 2026Q1: 3,714 shares 3,714 $345K 0.06% -59 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,408 shares 3,408 $343K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: 520 shares; 2025Q3: not reported; 2025Q4: 802 shares; 2026Q1: 764 shares 764 $341K 0.06% -38 Timeline GLIBK LIBERTY CAP CORP More: the full row for LIBERTY CAP 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: 9,147 shares 9,147 $340K 0.06% new Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,719 shares; 2025Q1: 46,291 shares; 2025Q2: 44,231 shares; 2025Q3: 43,226 shares; 2025Q4: 38,028 shares; 2026Q1: 5,741 shares 5,741 $339K 0.06% -32,287 Timeline PSLV 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: 17,953 shares; 2025Q1: 15,087 shares; 2025Q2: 15,087 shares; 2025Q3: 15,087 shares; 2025Q4: 11,633 shares; 2026Q1: 13,875 shares 13,875 $338K 0.06% +2,242 Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 58,171 shares; 2025Q1: 59,473 shares; 2025Q2: 67,574 shares; 2025Q3: 68,597 shares; 2025Q4: 54,658 shares; 2026Q1: 55,844 shares 55,844 $338K 0.06% +1,186 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 163 shares; 2025Q1: 171 shares; 2025Q2: 253 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares 291 $337K 0.06% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,778 shares; 2025Q1: not reported; 2025Q2: 10,761 shares; 2025Q3: 10,632 shares; 2025Q4: 9,393 shares; 2026Q1: 10,023 shares 10,023 $336K 0.06% +630 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 895 shares; 2025Q1: not reported; 2025Q2: 2,509 shares; 2025Q3: 2,393 shares; 2025Q4: 2,100 shares; 2026Q1: 1,985 shares 1,985 $336K 0.06% -115 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: 2,189 shares; 2025Q1: 31,514 shares; 2025Q2: 7,812 shares; 2025Q3: 7,204 shares; 2025Q4: 7,003 shares; 2026Q1: 6,626 shares 6,626 $335K 0.06% -377 Timeline EWJ 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,142 shares; 2026Q1: 3,948 shares 3,948 $333K 0.06% +806 Timeline EMHC 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: 2,718 shares; 2025Q1: not reported; 2025Q2: 11,668 shares; 2025Q3: 11,888 shares; 2025Q4: 11,899 shares; 2026Q1: 13,425 shares 13,425 $333K 0.06% +1,526 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: not reported; 2025Q1: not reported; 2025Q2: 654 shares; 2025Q3: 813 shares; 2025Q4: 603 shares; 2026Q1: 671 shares 671 $333K 0.06% +68 Timeline EDV 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: 5,376 shares; 2025Q1: 5,729 shares; 2025Q2: 5,647 shares; 2025Q3: 5,724 shares; 2025Q4: 5,820 shares; 2026Q1: 5,107 shares 5,107 $332K 0.06% -713 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: not reported; 2025Q1: 7,317 shares; 2025Q2: 7,317 shares; 2025Q3: 6,767 shares; 2025Q4: 6,601 shares; 2026Q1: 6,601 shares 6,601 $329K 0.06% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,409 shares; 2025Q4: 3,332 shares; 2026Q1: 3,598 shares 3,598 $329K 0.06% +266 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,337 shares; 2026Q1: 5,358 shares 5,358 $329K 0.06% +2,021 Timeline IBMQ 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: 12,843 shares 12,843 $328K 0.06% new Timeline IBMP 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: 12,879 shares 12,879 $328K 0.06% new Timeline IBMS 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: 12,684 shares 12,684 $328K 0.06% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,915 shares 12,915 $327K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,410 shares 6,410 $327K 0.06% new Timeline IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,748 shares 12,748 $327K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares; 2025Q3: 1,613 shares; 2025Q4: 1,621 shares; 2026Q1: 1,687 shares 1,687 $325K 0.06% +66 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: not reported; 2025Q1: not reported; 2025Q2: 17,089 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,415 shares 3,415 $324K 0.06% new Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES 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: 25,480 shares; 2026Q1: 63,311 shares 63,311 $323K 0.06% +37,831 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: not reported; 2025Q1: not reported; 2025Q2: 2,265 shares; 2025Q3: 2,412 shares; 2025Q4: 2,492 shares; 2026Q1: 2,457 shares 2,457 $322K 0.06% -35 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 412 shares; 2025Q3: 571 shares; 2025Q4: 394 shares; 2026Q1: 233 shares 233 $321K 0.06% -161 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,584 shares; 2025Q1: not reported; 2025Q2: 3,672 shares; 2025Q3: 3,420 shares; 2025Q4: 3,474 shares; 2026Q1: 3,339 shares 3,339 $321K 0.06% -135 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK 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: 2,924 shares; 2025Q3: 2,858 shares; 2025Q4: 2,805 shares; 2026Q1: 3,249 shares 3,249 $320K 0.06% +444 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,176 shares; 2025Q2: 11,274 shares; 2025Q3: 9,944 shares; 2025Q4: 7,498 shares; 2026Q1: 7,129 shares 7,129 $320K 0.06% -369 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: 154 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 457 shares 457 $319K 0.06% new 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: 1,650 shares; 2025Q3: 1,575 shares; 2025Q4: 1,549 shares; 2026Q1: 1,538 shares 1,538 $317K 0.06% -11 Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,347 shares; 2026Q1: 10,325 shares 10,325 $315K 0.06% +978 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: 264 shares; 2025Q1: not reported; 2025Q2: 1,318 shares; 2025Q3: 1,407 shares; 2025Q4: 1,534 shares; 2026Q1: 1,688 shares 1,688 $315K 0.06% +154 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,810 shares 2,810 $313K 0.06% new 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: not reported; 2025Q1: not reported; 2025Q2: 841 shares; 2025Q3: 1,032 shares; 2025Q4: 1,159 shares; 2026Q1: 1,129 shares 1,129 $311K 0.06% -30 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: not reported; 2025Q1: 2,172 shares; 2025Q2: 4,488 shares; 2025Q3: 1,493 shares; 2025Q4: 1,667 shares; 2026Q1: 1,875 shares 1,875 $309K 0.06% +208 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: 4,491 shares; 2025Q1: 9,563 shares; 2025Q2: 10,342 shares; 2025Q3: 10,329 shares; 2025Q4: 10,139 shares; 2026Q1: 10,543 shares 10,543 $307K 0.06% +404 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 791 shares; 2026Q1: 784 shares 784 $306K 0.06% -7 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,993 shares; 2025Q1: 12,132 shares; 2025Q2: 17,836 shares; 2025Q3: 22,079 shares; 2025Q4: 26,743 shares; 2026Q1: 27,052 shares 27,052 $304K 0.06% +309 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS 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: 5,738 shares; 2025Q4: 7,423 shares; 2026Q1: 7,022 shares 7,022 $301K 0.06% -401 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,876 shares 1,876 $301K 0.06% new Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 5,638 shares; 2025Q1: 5,518 shares; 2025Q2: 5,448 shares; 2025Q3: 5,271 shares; 2025Q4: 5,124 shares; 2026Q1: 5,205 shares 5,205 $301K 0.06% +81 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL 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: 5,106 shares; 2025Q3: 4,899 shares; 2025Q4: 5,284 shares; 2026Q1: 4,960 shares 4,960 $297K 0.06% -324 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: not reported; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 12,362 shares; 2025Q4: 10,609 shares; 2026Q1: 1,838 shares 1,838 $297K 0.06% -8,771 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: 1,183 shares; 2025Q1: 1,400 shares; 2025Q2: 1,597 shares; 2025Q3: 1,598 shares; 2025Q4: 1,619 shares; 2026Q1: 1,719 shares 1,719 $297K 0.06% +100 Timeline RJDI CARILLON SER TR More: the full row for CARILLON SER 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: 11,024 shares 11,024 $295K 0.06% new Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,160 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,722 shares; 2026Q1: 10,162 shares 10,162 $292K 0.05% -560 Timeline APTV APTIV PLC More: the full row for APTIV 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: 4,201 shares 4,201 $292K 0.05% new 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: 4,068 shares; 2025Q1: 3,923 shares; 2025Q2: 4,085 shares; 2025Q3: 4,287 shares; 2025Q4: 4,637 shares; 2026Q1: 5,249 shares 5,249 $291K 0.05% +612 Timeline VSNT VERSANT MEDIA GROUP INC More: the full row for VERSANT MEDIA 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,832 shares 7,832 $290K 0.05% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP 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: 9,838 shares; 2025Q3: 10,091 shares; 2025Q4: 10,754 shares; 2026Q1: 11,066 shares 11,066 $289K 0.05% +312 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,700 shares; 2025Q1: 16,831 shares; 2025Q2: 21,993 shares; 2025Q3: 22,148 shares; 2025Q4: 22,713 shares; 2026Q1: 22,913 shares 22,913 $283K 0.05% +200 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,608 shares; 2026Q1: 5,628 shares 5,628 $281K 0.05% +20 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 718 shares 718 $281K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 564 shares; 2025Q4: 667 shares; 2026Q1: 701 shares 701 $280K 0.05% +34 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB 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: not reported; 2025Q3: 2,201 shares; 2025Q4: 2,709 shares; 2026Q1: 2,845 shares 2,845 $280K 0.05% +136 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,783 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,093 shares; 2025Q4: 4,458 shares; 2026Q1: 4,760 shares 4,760 $279K 0.05% +302 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,834 shares; 2025Q3: 1,907 shares; 2025Q4: 1,991 shares; 2026Q1: 2,059 shares 2,059 $278K 0.05% +68 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: not reported; 2025Q1: not reported; 2025Q2: 3,493 shares; 2025Q3: 3,714 shares; 2025Q4: 3,463 shares; 2026Q1: 3,952 shares 3,952 $277K 0.05% +489 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: 2,876 shares; 2025Q1: 3,566 shares; 2025Q2: 4,758 shares; 2025Q3: 4,889 shares; 2025Q4: not reported; 2026Q1: 1,900 shares 1,900 $275K 0.05% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,492 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,392 shares; 2025Q4: 2,411 shares; 2026Q1: 2,312 shares 2,312 $271K 0.05% -99 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: 4,550 shares; 2025Q1: 4,626 shares; 2025Q2: 4,600 shares; 2025Q3: 4,087 shares; 2025Q4: 4,126 shares; 2026Q1: 4,201 shares 4,201 $269K 0.05% +75 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: 418 shares; 2025Q1: 413 shares; 2025Q2: 1,552 shares; 2025Q3: 415 shares; 2025Q4: 2,086 shares; 2026Q1: 2,551 shares 2,551 $267K 0.05% +465 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: 4,030 shares; 2025Q1: 903 shares; 2025Q2: not reported; 2025Q3: 542 shares; 2025Q4: 495 shares; 2026Q1: 495 shares 495 $266K 0.05% 0 Timeline BKGI BNY MELLON ETF TRUST More: the full row for BNY MELLON 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: 5,945 shares 5,945 $265K 0.05% new 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,755 shares; 2026Q1: 5,938 shares 5,938 $262K 0.05% +183 Timeline HYLS 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: 6,294 shares; 2025Q4: 7,817 shares; 2026Q1: 6,454 shares 6,454 $262K 0.05% -1,363 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV 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: 17,966 shares; 2026Q1: 18,563 shares 18,563 $261K 0.05% +597 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,146 shares; 2025Q4: 1,340 shares; 2026Q1: 1,308 shares 1,308 $260K 0.05% -32 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: not reported; 2025Q1: not reported; 2025Q2: 3,165 shares; 2025Q3: 2,936 shares; 2025Q4: 2,786 shares; 2026Q1: 2,761 shares 2,761 $260K 0.05% -25 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,639 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,675 shares 11,675 $259K 0.05% new 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: 3,709 shares; 2025Q1: 6,271 shares; 2025Q2: 6,144 shares; 2025Q3: 6,097 shares; 2025Q4: 6,191 shares; 2026Q1: 725 shares 725 $259K 0.05% -5,466 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL 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: 954 shares 954 $258K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,830 shares 7,830 $258K 0.05% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 459 shares; 2025Q3: 442 shares; 2025Q4: 386 shares; 2026Q1: 284 shares 284 $254K 0.05% -102 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 640 shares 640 $252K 0.05% new Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC 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: 2,402 shares; 2025Q4: 2,824 shares; 2026Q1: 2,932 shares 2,932 $252K 0.05% +108 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,012 shares 5,012 $251K 0.05% new Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK 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: 3,722 shares; 2025Q3: 3,722 shares; 2025Q4: 3,722 shares; 2026Q1: 3,722 shares 3,722 $250K 0.05% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,849 shares; 2025Q3: 2,842 shares; 2025Q4: 2,765 shares; 2026Q1: 2,771 shares 2,771 $250K 0.05% +6 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: 4,764 shares; 2025Q1: 4,834 shares; 2025Q2: 4,976 shares; 2025Q3: 4,986 shares; 2025Q4: 4,980 shares; 2026Q1: 4,957 shares 4,957 $250K 0.05% -23 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 507 shares; 2025Q1: not reported; 2025Q2: 1,074 shares; 2025Q3: 1,128 shares; 2025Q4: 1,221 shares; 2026Q1: 1,122 shares 1,122 $248K 0.05% -99 Timeline SPHY 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: 98,812 shares; 2025Q3: 103,326 shares; 2025Q4: 100,335 shares; 2026Q1: 10,611 shares 10,611 $247K 0.05% -89,724 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,001 shares 1,001 $247K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 794 shares; 2025Q3: 764 shares; 2025Q4: 688 shares; 2026Q1: 765 shares 765 $247K 0.05% +77 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS 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: 3,827 shares 3,827 $247K 0.05% new Timeline EWC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,754 shares; 2026Q1: 4,479 shares 4,479 $245K 0.05% +725 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: 1,321 shares; 2026Q1: 1,334 shares 1,334 $243K 0.05% +13 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: not reported; 2025Q1: not reported; 2025Q2: 443 shares; 2025Q3: 456 shares; 2025Q4: 403 shares; 2026Q1: 354 shares 354 $242K 0.05% -49 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: 2,832 shares; 2025Q1: not reported; 2025Q2: 10,112 shares; 2025Q3: 4,575 shares; 2025Q4: 4,817 shares; 2026Q1: 2,935 shares 2,935 $241K 0.05% -1,882 Timeline BOAT TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,909 shares 5,909 $240K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,604 shares 6,604 $239K 0.05% new 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: not reported; 2025Q1: not reported; 2025Q2: 4,540 shares; 2025Q3: 4,608 shares; 2025Q4: 4,374 shares; 2026Q1: 4,586 shares 4,586 $239K 0.04% +212 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: not reported; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 619 shares; 2025Q4: 507 shares; 2026Q1: 504 shares 504 $239K 0.04% -3 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,990 shares; 2025Q1: 3,409 shares; 2025Q2: 1,581 shares; 2025Q3: 1,384 shares; 2025Q4: not reported; 2026Q1: 1,101 shares 1,101 $239K 0.04% new Timeline NOVT NOVANTA INC More: the full row for NOVANTA 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: 2,015 shares 2,015 $238K 0.04% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,245 shares; 2025Q3: 2,498 shares; 2025Q4: 2,128 shares; 2026Q1: 2,048 shares 2,048 $237K 0.04% -80 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 585 shares; 2025Q1: not reported; 2025Q2: 2,379 shares; 2025Q3: 2,463 shares; 2025Q4: 1,871 shares; 2026Q1: 1,996 shares 1,996 $236K 0.04% +125 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: not reported; 2025Q1: not reported; 2025Q2: 9,174 shares; 2025Q3: 9,428 shares; 2025Q4: 4,016 shares; 2026Q1: 4,770 shares 4,770 $235K 0.04% +754 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,156 shares; 2025Q3: 1,267 shares; 2025Q4: 889 shares; 2026Q1: 914 shares 914 $235K 0.04% +25 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,451 shares 4,451 $235K 0.04% new 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: 742 shares; 2025Q1: not reported; 2025Q2: 931 shares; 2025Q3: 867 shares; 2025Q4: 897 shares; 2026Q1: 812 shares 812 $233K 0.04% -85 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: 278 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 973 shares; 2026Q1: 959 shares 959 $233K 0.04% -14 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA 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: 703 shares 703 $231K 0.04% new 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: 1,505 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,898 shares 1,898 $230K 0.04% new Timeline IGLB 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: 4,793 shares; 2025Q3: 4,771 shares; 2025Q4: 4,635 shares; 2026Q1: 4,618 shares 4,618 $229K 0.04% -17 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 3,104 shares 3,104 $227K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,363 shares 4,363 $227K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 924 shares 924 $226K 0.04% new Timeline EMB 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: 3,340 shares; 2025Q3: 5,785 shares; 2025Q4: 5,416 shares; 2026Q1: 2,388 shares 2,388 $224K 0.04% -3,028 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: 20,846 shares; 2025Q1: 32,471 shares; 2025Q2: 14,017 shares; 2025Q3: 14,112 shares; 2025Q4: 14,243 shares; 2026Q1: 2,386 shares 2,386 $224K 0.04% -11,857 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,512 shares; 2025Q1: not reported; 2025Q2: 7,383 shares; 2025Q3: 7,247 shares; 2025Q4: 7,049 shares; 2026Q1: 2,031 shares 2,031 $223K 0.04% -5,018 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,582 shares; 2025Q1: 18,393 shares; 2025Q2: 17,889 shares; 2025Q3: 17,351 shares; 2025Q4: 16,847 shares; 2026Q1: 10,519 shares 10,519 $222K 0.04% -6,328 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: not reported; 2025Q1: not reported; 2025Q2: 2,768 shares; 2025Q3: 2,695 shares; 2025Q4: 2,210 shares; 2026Q1: 2,003 shares 2,003 $220K 0.04% -207 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: not reported; 2025Q1: not reported; 2025Q2: 4,650 shares; 2025Q3: 4,713 shares; 2025Q4: not reported; 2026Q1: 2,368 shares 2,368 $219K 0.04% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR 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: 200 shares 200 $219K 0.04% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,211 shares; 2026Q1: 2,310 shares 2,310 $218K 0.04% +99 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: 16,022 shares; 2025Q1: 9,107 shares; 2025Q2: 6,425 shares; 2025Q3: 5,752 shares; 2025Q4: not reported; 2026Q1: 4,691 shares 4,691 $218K 0.04% new Timeline INGR INGREDION INC More: the full row for INGREDION 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: 1,828 shares; 2025Q3: 1,800 shares; 2025Q4: 1,896 shares; 2026Q1: 1,925 shares 1,925 $217K 0.04% +29 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE 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: not reported; 2025Q3: 450 shares; 2025Q4: 425 shares; 2026Q1: 451 shares 451 $217K 0.04% +26 Timeline KRMN KARMAN HLDGS INC More: the full row for KARMAN 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,703 shares 2,703 $216K 0.04% new Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY 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: not reported; 2025Q3: 3,828 shares; 2025Q4: 4,512 shares; 2026Q1: 4,700 shares 4,700 $213K 0.04% +188 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 853 shares 853 $212K 0.04% new 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: not reported; 2026Q1: 4,620 shares 4,620 $212K 0.04% 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: 536 shares; 2025Q1: 567 shares; 2025Q2: 781 shares; 2025Q3: 730 shares; 2025Q4: 689 shares; 2026Q1: 646 shares 646 $212K 0.04% -43 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: not reported; 2025Q3: not reported; 2025Q4: 1,025 shares; 2026Q1: 1,093 shares 1,093 $212K 0.04% +68 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,385 shares 1,385 $212K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,801 shares 2,801 $210K 0.04% new Timeline FLAX FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,879 shares 6,879 $210K 0.04% new 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: 1,306 shares; 2025Q1: 22,462 shares; 2025Q2: not reported; 2025Q3: 2,129 shares; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $209K 0.04% new Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN 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: not reported; 2025Q3: not reported; 2025Q4: 1,180 shares; 2026Q1: 1,428 shares 1,428 $209K 0.04% +248 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,807 shares 5,807 $207K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: 2,278 shares; 2025Q3: 2,433 shares; 2025Q4: not reported; 2026Q1: 2,277 shares 2,277 $204K 0.04% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES 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: 4,515 shares 4,515 $204K 0.04% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET 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: 881 shares 881 $203K 0.04% new Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,785 shares; 2025Q3: 19,897 shares; 2025Q4: 21,181 shares; 2026Q1: 4,510 shares 4,510 $200K 0.04% -16,671 Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 156,767 shares; 2025Q1: 236,379 shares; 2025Q2: 302,114 shares; 2025Q3: 161,087 shares; 2025Q4: 141,136 shares; 2026Q1: 19,987 shares 19,987 $157K 0.03% -121,149 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,237 shares; 2025Q1: 10,292 shares; 2025Q2: 11,278 shares; 2025Q3: 12,385 shares; 2025Q4: 12,537 shares; 2026Q1: 12,612 shares 12,612 $145K 0.03% +75 Timeline LBTYA LIBERTY GLOBAL LTD More: the full row for LIBERTY GLOBAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,379 shares; 2025Q1: 65,807 shares; 2025Q2: 70,800 shares; 2025Q3: 68,721 shares; 2025Q4: 68,123 shares; 2026Q1: 10,422 shares 10,422 $126K 0.02% -57,701 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,439 shares 10,439 $120K 0.02% new Timeline ANNX ANNEXON INC More: the full row for ANNEXON 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: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $83.1K 0.02% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 28,057 shares; 2025Q1: 29,462 shares; 2025Q2: 28,057 shares; 2025Q3: 28,057 shares; 2025Q4: 28,057 shares; 2026Q1: 28,057 shares 28,057 $76.6K 0.01% 0 Timeline PIM FRANKLIN MASTER INTER INCOME More: the full row for FRANKLIN MASTER INTER INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 21,059 shares; 2025Q4: 21,120 shares; 2026Q1: 21,182 shares 21,182 $69.3K 0.01% +62 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,454 shares; 2026Q1: 11,616 shares 11,616 $33.9K 0.01% -2,838 Timeline DEFT DEFI TECHNOLOGIES INC More: the full row for DEFI 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: not reported; 2025Q3: not reported; 2025Q4: 14,000 shares; 2026Q1: 14,000 shares 14,000 $7.74K <0.01% 0 Timeline