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: 16,201 shares; 2024Q4: 16,201 shares; 2025Q1: 662,597 shares; 2025Q2: 570,898 shares; 2025Q3: 25,610 shares; 2025Q4: 22,057 shares; 2026Q1: 2,846,109 shares 2,846,109 $558M 22.49% +2,824,052 Timeline OMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,667,538 shares; 2024Q4: 5,686,390 shares; 2025Q1: 5,609,283 shares; 2025Q2: 5,619,451 shares; 2025Q3: 5,548,233 shares; 2025Q4: 5,246,097 shares; 2026Q1: 5,180,692 shares 5,180,692 $311M 12.55% -65,405 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: 4,580,986 shares; 2024Q4: 4,566,220 shares; 2025Q1: 4,414,763 shares; 2025Q2: 4,330,816 shares; 2025Q3: 4,341,532 shares; 2025Q4: 2,974,100 shares; 2026Q1: 2,964,878 shares 2,964,878 $294M 11.85% -9,222 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: 219,871 shares; 2024Q4: 219,070 shares; 2025Q1: 210,208 shares; 2025Q2: 2,036,770 shares; 2025Q3: 2,004,327 shares; 2025Q4: 2,203,687 shares; 2026Q1: 2,154,493 shares 2,154,493 $195M 7.86% -49,194 Timeline AQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,606,770 shares; 2025Q1: 6,878,305 shares; 2025Q2: 6,615,272 shares; 2025Q3: 6,579,996 shares; 2025Q4: 6,587,477 shares; 2026Q1: 6,657,001 shares 6,657,001 $184M 7.41% +69,524 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: 42,742 shares; 2024Q4: 43,795 shares; 2025Q1: 43,270 shares; 2025Q2: 48,465 shares; 2025Q3: 2,155,404 shares; 2025Q4: 2,208,783 shares; 2026Q1: 2,173,077 shares 2,173,077 $152M 6.11% -35,706 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: 1,733,164 shares; 2024Q4: 1,696,331 shares; 2025Q1: 1,308,685 shares; 2025Q2: 1,305,513 shares; 2025Q3: 1,514,480 shares; 2025Q4: 1,590,672 shares; 2026Q1: 312,246 shares 312,246 $136M 5.49% -1,278,426 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,029,744 shares; 2024Q4: 672,320 shares; 2025Q1: 897,841 shares; 2025Q2: 1,009,163 shares; 2025Q3: 859,516 shares; 2025Q4: 1,006,925 shares; 2026Q1: 1,121,568 shares 1,121,568 $113M 4.55% +114,643 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: 116,537 shares; 2024Q4: 118,732 shares; 2025Q1: 122,592 shares; 2025Q2: 122,339 shares; 2025Q3: 123,805 shares; 2025Q4: 122,312 shares; 2026Q1: 117,178 shares 117,178 $76.5M 3.08% -5,134 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: 130,169 shares; 2024Q4: 131,422 shares; 2025Q1: 149,220 shares; 2025Q2: 143,932 shares; 2025Q3: 138,741 shares; 2025Q4: 135,570 shares; 2026Q1: 132,975 shares 132,975 $42.7M 1.72% -2,595 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: 885,803 shares; 2024Q4: 879,575 shares; 2025Q1: 861,326 shares; 2025Q2: 829,150 shares; 2025Q3: 796,746 shares; 2025Q4: 708,272 shares; 2026Q1: 330,343 shares 330,343 $35.1M 1.41% -377,929 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,020,000 shares; 2025Q1: 16,100,000 shares; 2025Q2: 17,242,857 shares; 2025Q3: 17,242,857 shares; 2025Q4: 17,242,857 shares; 2026Q1: 17,242,857 shares 17,242,857 $34.7M 1.4% 0 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: 437,331 shares; 2024Q4: 431,614 shares; 2025Q1: 414,759 shares; 2025Q2: 421,090 shares; 2025Q3: 419,114 shares; 2025Q4: 411,536 shares; 2026Q1: 403,190 shares 403,190 $25.8M 1.04% -8,346 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: 27,522 shares; 2024Q4: 27,049 shares; 2025Q1: 26,871 shares; 2025Q2: 37,269 shares; 2025Q3: 37,876 shares; 2025Q4: 36,358 shares; 2026Q1: 36,415 shares 36,415 $21.8M 0.88% +57 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: 108,534 shares; 2024Q4: 59,750 shares; 2025Q1: 67,195 shares; 2025Q2: 38,733 shares; 2025Q3: 50,843 shares; 2025Q4: 69,165 shares; 2026Q1: 69,294 shares 69,294 $17.6M 0.71% +129 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: 3 shares; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 225,795 shares; 2025Q3: 209,112 shares; 2025Q4: 189,189 shares; 2026Q1: 180,169 shares 180,169 $16.9M 0.68% -9,020 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,692 shares; 2024Q4: 48,839 shares; 2025Q1: 48,965 shares; 2025Q2: 49,094 shares; 2025Q3: 49,216 shares; 2025Q4: 46,785 shares; 2026Q1: 43,843 shares 43,843 $16.3M 0.65% -2,942 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: 156,102 shares; 2024Q4: 156,122 shares; 2025Q1: 154,654 shares; 2025Q2: 150,742 shares; 2025Q3: 148,492 shares; 2025Q4: 141,143 shares; 2026Q1: 137,544 shares 137,544 $10.9M 0.44% -3,599 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: 735,862 shares; 2024Q4: 75,064 shares; 2025Q1: 74,393 shares; 2025Q2: 70,252 shares; 2025Q3: 66,487 shares; 2025Q4: 58,303 shares; 2026Q1: 55,482 shares 55,482 $10.6M 0.43% -2,821 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 72,777 shares; 2025Q1: 78,772 shares; 2025Q2: 79,197 shares; 2025Q3: 197,914 shares; 2025Q4: 276,815 shares; 2026Q1: 413,945 shares 413,945 $10M 0.4% +137,130 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229,413 shares; 2024Q4: 1,205,967 shares; 2025Q1: 1,168,454 shares; 2025Q2: 604,047 shares; 2025Q3: 123,658 shares; 2025Q4: 35,967 shares; 2026Q1: 31,089 shares 31,089 $9.29M 0.37% -4,878 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: 116,539 shares; 2024Q4: 112,037 shares; 2025Q1: 112,027 shares; 2025Q2: 112,027 shares; 2025Q3: 112,027 shares; 2025Q4: 112,028 shares; 2026Q1: 112,028 shares 112,028 $8.41M 0.34% 0 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: 1,780 shares; 2024Q4: 1,697 shares; 2025Q1: 2,645 shares; 2025Q2: 2,170 shares; 2025Q3: 11,227 shares; 2025Q4: 11,384 shares; 2026Q1: 10,861 shares 10,861 $7.06M 0.28% -523 Timeline BKTI BK TECHNOLOGIES CORPORATION More: the full row for BK TECHNOLOGIES CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 89,248 shares; 2025Q4: 89,248 shares; 2026Q1: 89,248 shares 89,248 $6.66M 0.27% 0 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,246 shares; 2024Q4: 65,246 shares; 2025Q1: 159,946 shares; 2025Q2: 185,607 shares; 2025Q3: 185,531 shares; 2025Q4: 184,812 shares; 2026Q1: 182,816 shares 182,816 $6.1M 0.25% -1,996 Timeline SPGM 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: 50,526 shares; 2024Q4: 50,644 shares; 2025Q1: 47,779 shares; 2025Q2: 88,466 shares; 2025Q3: 83,756 shares; 2025Q4: 75,007 shares; 2026Q1: 77,593 shares 77,593 $5.87M 0.24% +2,586 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,619 shares; 2024Q4: 57,619 shares; 2025Q1: 131,411 shares; 2025Q2: 131,411 shares; 2025Q3: 131,411 shares; 2025Q4: 131,411 shares; 2026Q1: 131,411 shares 131,411 $5.59M 0.23% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,397,312 shares; 2024Q4: 144,872 shares; 2025Q1: 157,133 shares; 2025Q2: 155,666 shares; 2025Q3: 147,604 shares; 2025Q4: 122,957 shares; 2026Q1: 116,612 shares 116,612 $5.39M 0.22% -6,345 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,263 shares; 2024Q4: 46,776 shares; 2025Q1: 33,069 shares; 2025Q2: 34,672 shares; 2025Q3: 34,675 shares; 2025Q4: 37,597 shares; 2026Q1: 35,485 shares 35,485 $5.37M 0.22% -2,112 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,550 shares; 2024Q4: 24,462 shares; 2025Q1: 23,720 shares; 2025Q2: 33,947 shares; 2025Q3: 31,095 shares; 2025Q4: 33,540 shares; 2026Q1: 28,926 shares 28,926 $5.04M 0.2% -4,614 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,410 shares; 2024Q4: 1,364 shares; 2025Q1: 17,079 shares; 2025Q2: 17,079 shares; 2025Q3: 17,079 shares; 2025Q4: 17,079 shares; 2026Q1: 17,016 shares 17,016 $4.46M 0.18% -63 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: 9,077 shares; 2024Q4: 3,806 shares; 2025Q1: 6,384 shares; 2025Q2: 6,191 shares; 2025Q3: 9,340 shares; 2025Q4: 11,097 shares; 2026Q1: 11,132 shares 11,132 $4.12M 0.17% +35 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: 53,847 shares; 2024Q4: 50,817 shares; 2025Q1: 50,817 shares; 2025Q2: 50,817 shares; 2025Q3: 52,140 shares; 2025Q4: 51,252 shares; 2026Q1: 51,067 shares 51,067 $3.91M 0.16% -185 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: 1,329 shares; 2024Q4: 1,267 shares; 2025Q1: 1,267 shares; 2025Q2: 1,616 shares; 2025Q3: 4,042 shares; 2025Q4: 4,299 shares; 2026Q1: 4,101 shares 4,101 $3.77M 0.15% -198 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: 28,971 shares; 2024Q4: 8,296 shares; 2025Q1: 8,275 shares; 2025Q2: 11,387 shares; 2025Q3: 12,460 shares; 2025Q4: 18,856 shares; 2026Q1: 18,042 shares 18,042 $3.76M 0.15% -814 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: not reported; 2024Q4: not reported; 2025Q1: 41,439 shares; 2025Q2: 41,439 shares; 2025Q3: 41,439 shares; 2025Q4: 41,439 shares; 2026Q1: 41,439 shares 41,439 $3.59M 0.14% 0 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: 15,375 shares; 2024Q4: 15,375 shares; 2025Q1: 15,375 shares; 2025Q2: 15,375 shares; 2025Q3: 15,375 shares; 2025Q4: 15,375 shares; 2026Q1: 15,375 shares 15,375 $3.16M 0.13% 0 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: 3,234 shares; 2024Q4: 3,900 shares; 2025Q1: 3,817 shares; 2025Q2: 5,932 shares; 2025Q3: 5,717 shares; 2025Q4: 9,701 shares; 2026Q1: 9,360 shares 9,360 $3.16M 0.13% -341 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: 15,240 shares; 2024Q4: 15,219 shares; 2025Q1: 15,219 shares; 2025Q2: 15,219 shares; 2025Q3: 15,824 shares; 2025Q4: 31,878 shares; 2026Q1: 48,201 shares 48,201 $2.95M 0.12% +16,323 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: 5,098 shares; 2024Q4: 5,056 shares; 2025Q1: 10,309 shares; 2025Q2: 10,309 shares; 2025Q3: 10,309 shares; 2025Q4: 10,309 shares; 2026Q1: 10,225 shares 10,225 $2.94M 0.12% -84 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 503 shares; 2024Q4: 503 shares; 2025Q1: 478 shares; 2025Q2: 480 shares; 2025Q3: 1,978 shares; 2025Q4: 5,937 shares; 2026Q1: 5,937 shares 5,937 $2.82M 0.11% 0 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: 102,498 shares; 2024Q4: 95,352 shares; 2025Q1: 43,592 shares; 2025Q2: 55,038 shares; 2025Q3: 56,527 shares; 2025Q4: 35,677 shares; 2026Q1: 36,652 shares 36,652 $2.7M 0.11% +975 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 104,494 shares; 2024Q4: 95,989 shares; 2025Q1: 61,487 shares; 2025Q2: 64,150 shares; 2025Q3: 61,783 shares; 2025Q4: 59,992 shares; 2026Q1: 60,085 shares 60,085 $2.56M 0.1% +93 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: 2,994 shares; 2024Q4: 2,995 shares; 2025Q1: 2,994 shares; 2025Q2: 2,994 shares; 2025Q3: 4,298 shares; 2025Q4: 4,330 shares; 2026Q1: 4,414 shares 4,414 $2.55M 0.1% +84 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: 1,148 shares; 2024Q4: 3,444 shares; 2025Q1: 3,444 shares; 2025Q2: 81,459 shares; 2025Q3: 81,459 shares; 2025Q4: 81,459 shares; 2026Q1: 81,459 shares 81,459 $2.5M 0.1% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,817 shares; 2025Q2: 23,817 shares; 2025Q3: 23,817 shares; 2025Q4: 23,817 shares; 2026Q1: 23,495 shares 23,495 $2.49M 0.1% -322 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,389 shares; 2025Q4: 10,389 shares; 2026Q1: 10,389 shares 10,389 $2.47M 0.1% 0 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: 7,748 shares; 2024Q4: 5,632 shares; 2025Q1: 4,833 shares; 2025Q2: 4,567 shares; 2025Q3: 6,474 shares; 2025Q4: 6,162 shares; 2026Q1: 9,720 shares 9,720 $2.38M 0.1% +3,558 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,535 shares; 2025Q2: 5,535 shares; 2025Q3: 5,619 shares; 2025Q4: 5,619 shares; 2026Q1: 5,535 shares 5,535 $2.36M 0.1% -84 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: 12,974 shares; 2024Q4: 12,969 shares; 2025Q1: 17,140 shares; 2025Q2: 22,259 shares; 2025Q3: 22,301 shares; 2025Q4: 21,225 shares; 2026Q1: 18,889 shares 18,889 $2.35M 0.09% -2,336 Timeline JBI JANUS INTERNATIONAL GROUP IN More: the full row for JANUS INTERNATIONAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 450,000 shares; 2024Q4: 450,000 shares; 2025Q1: 450,000 shares; 2025Q2: 450,000 shares; 2025Q3: 450,000 shares; 2025Q4: 450,000 shares; 2026Q1: 450,000 shares 450,000 $2.32M 0.09% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,452 shares; 2024Q4: 1,696 shares; 2025Q1: 3,532 shares; 2025Q2: 2,641 shares; 2025Q3: 6,690 shares; 2025Q4: 7,250 shares; 2026Q1: 6,709 shares 6,709 $2.21M 0.09% -541 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: 9,840 shares; 2024Q4: 4,140 shares; 2025Q1: 3,922 shares; 2025Q2: 4,502 shares; 2025Q3: 3,803 shares; 2025Q4: 7,215 shares; 2026Q1: 7,302 shares 7,302 $2.09M 0.08% +87 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,193 shares; 2024Q4: 22,617 shares; 2025Q1: 21,211 shares; 2025Q2: 21,151 shares; 2025Q3: 21,066 shares; 2025Q4: 16,549 shares; 2026Q1: 16,780 shares 16,780 $2.01M 0.08% +231 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: 3,287 shares; 2024Q4: 3,482 shares; 2025Q1: 2,447 shares; 2025Q2: 4,629 shares; 2025Q3: 4,981 shares; 2025Q4: 6,351 shares; 2026Q1: 6,321 shares 6,321 $1.96M 0.08% -30 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: 8,560 shares; 2024Q4: 3,398 shares; 2025Q1: 3,180 shares; 2025Q2: 3,022 shares; 2025Q3: 2,829 shares; 2025Q4: 3,267 shares; 2026Q1: 3,254 shares 3,254 $1.86M 0.07% -13 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,238 shares; 2024Q4: 36,220 shares; 2025Q1: 2,747 shares; 2025Q2: 100,918 shares; 2025Q3: 142,282 shares; 2025Q4: 210,261 shares; 2026Q1: 38,989 shares 38,989 $1.77M 0.07% -171,272 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: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 9,076 shares; 2025Q3: 9,076 shares; 2025Q4: 9,076 shares; 2026Q1: 9,076 shares 9,076 $1.74M 0.07% 0 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: 6,153 shares; 2024Q4: 4,648 shares; 2025Q1: 4,648 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 13,342 shares; 2026Q1: 12,637 shares 12,637 $1.67M 0.07% -705 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: 29,666 shares; 2024Q4: 29,666 shares; 2025Q1: 29,666 shares; 2025Q2: 29,666 shares; 2025Q3: 15,026 shares; 2025Q4: 15,026 shares; 2026Q1: 15,026 shares 15,026 $1.66M 0.07% 0 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: 28,493 shares; 2024Q4: 20,408 shares; 2025Q1: 70,629 shares; 2025Q2: 20,149 shares; 2025Q3: 20,543 shares; 2025Q4: 21,756 shares; 2026Q1: 21,648 shares 21,648 $1.65M 0.07% -108 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: 19,774 shares; 2024Q4: 16,694 shares; 2025Q1: 16,582 shares; 2025Q2: 13,069 shares; 2025Q3: 11,911 shares; 2025Q4: 10,547 shares; 2026Q1: 9,675 shares 9,675 $1.64M 0.07% -872 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,623 shares; 2024Q4: 17,746 shares; 2025Q1: 17,511 shares; 2025Q2: 17,860 shares; 2025Q3: 19,894 shares; 2025Q4: 10,960 shares; 2026Q1: 11,028 shares 11,028 $1.53M 0.06% +68 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: 17,018 shares; 2024Q4: 10,469 shares; 2025Q1: 10,142 shares; 2025Q2: 9,768 shares; 2025Q3: 9,880 shares; 2025Q4: 9,795 shares; 2026Q1: 8,885 shares 8,885 $1.47M 0.06% -910 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,970 shares; 2024Q4: 3,868 shares; 2025Q1: 3,868 shares; 2025Q2: 3,868 shares; 2025Q3: 3,868 shares; 2025Q4: 3,868 shares; 2026Q1: 3,868 shares 3,868 $1.38M 0.06% 0 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: 8,801 shares; 2024Q4: 5,585 shares; 2025Q1: 4,848 shares; 2025Q2: 3,415 shares; 2025Q3: 7,131 shares; 2025Q4: 6,945 shares; 2026Q1: 6,395 shares 6,395 $1.32M 0.05% -550 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: 20,952 shares; 2024Q4: 20,952 shares; 2025Q1: 20,661 shares; 2025Q2: 20,661 shares; 2025Q3: 20,661 shares; 2025Q4: 17,601 shares; 2026Q1: 11,972 shares 11,972 $1.31M 0.05% -5,629 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: 774 shares; 2024Q4: 774 shares; 2025Q1: 842 shares; 2025Q2: 1,563 shares; 2025Q3: 2,107 shares; 2025Q4: 4,558 shares; 2026Q1: 4,756 shares 4,756 $1.29M 0.05% +198 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,616 shares; 2024Q4: 4,616 shares; 2025Q1: 4,616 shares; 2025Q2: 26,011 shares; 2025Q3: 26,453 shares; 2025Q4: 26,088 shares; 2026Q1: 26,011 shares 26,011 $1.27M 0.05% -77 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: 10,842 shares; 2024Q4: 5,520 shares; 2025Q1: 5,009 shares; 2025Q2: 5,383 shares; 2025Q3: 5,647 shares; 2025Q4: 5,793 shares; 2026Q1: 5,732 shares 5,732 $1.25M 0.05% -61 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,785 shares; 2024Q4: 23,175 shares; 2025Q1: 11,301 shares; 2025Q2: 11,439 shares; 2025Q3: 26,140 shares; 2025Q4: 22,620 shares; 2026Q1: 21,960 shares 21,960 $1.19M 0.05% -660 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,703 shares; 2025Q1: 45,255 shares; 2025Q2: 45,695 shares; 2025Q3: 46,134 shares; 2025Q4: 46,731 shares; 2026Q1: 47,020 shares 47,020 $1.14M 0.05% +289 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,107 shares; 2024Q4: 29,107 shares; 2025Q1: 29,107 shares; 2025Q2: 29,107 shares; 2025Q3: 29,107 shares; 2025Q4: 29,107 shares; 2026Q1: 29,107 shares 29,107 $1.12M 0.05% 0 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: not reported; 2024Q4: not reported; 2025Q1: 17,341 shares; 2025Q2: 17,341 shares; 2025Q3: 17,341 shares; 2025Q4: 17,341 shares; 2026Q1: 15,468 shares 15,468 $1.09M 0.04% -1,873 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: 6,981 shares; 2024Q4: 6,981 shares; 2025Q1: 6,981 shares; 2025Q2: 18,967 shares; 2025Q3: 18,946 shares; 2025Q4: 18,901 shares; 2026Q1: 14,958 shares 14,958 $1.01M 0.04% -3,943 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: 9,242 shares; 2024Q4: 8,612 shares; 2025Q1: 7,967 shares; 2025Q2: 8,094 shares; 2025Q3: 8,048 shares; 2025Q4: 7,791 shares; 2026Q1: 8,000 shares 8,000 $994K 0.04% +209 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: 13,859 shares; 2024Q4: 9,988 shares; 2025Q1: 9,489 shares; 2025Q2: 9,234 shares; 2025Q3: 8,830 shares; 2025Q4: 7,060 shares; 2026Q1: 6,745 shares 6,745 $974K 0.04% -315 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,275 shares; 2024Q4: 1,275 shares; 2025Q1: 926 shares; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 2,950 shares; 2026Q1: 5,658 shares 5,658 $969K 0.04% +2,708 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,622 shares; 2025Q4: 15,622 shares; 2026Q1: 14,758 shares 14,758 $943K 0.04% -864 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 268 shares; 2026Q1: 535 shares 535 $925K 0.04% +267 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: 1,155 shares; 2024Q4: 1,325 shares; 2025Q1: 1,356 shares; 2025Q2: 2,571 shares; 2025Q3: 2,839 shares; 2025Q4: 2,870 shares; 2026Q1: 2,429 shares 2,429 $903K 0.04% -441 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,243 shares; 2024Q4: 6,243 shares; 2025Q1: 6,243 shares; 2025Q2: 6,120 shares; 2025Q3: 13,198 shares; 2025Q4: 11,325 shares; 2026Q1: 6,243 shares 6,243 $889K 0.04% -5,082 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,051 shares; 2025Q1: 8,112 shares; 2025Q2: 22,103 shares; 2025Q3: 22,301 shares; 2025Q4: 22,645 shares; 2026Q1: 35,069 shares 35,069 $888K 0.04% +12,424 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: not reported; 2024Q4: not reported; 2025Q1: 10,658 shares; 2025Q2: 19,871 shares; 2025Q3: 19,871 shares; 2025Q4: 19,871 shares; 2026Q1: 19,959 shares 19,959 $881K 0.04% +88 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,249 shares; 2024Q4: 23,249 shares; 2025Q1: 23,249 shares; 2025Q2: 23,249 shares; 2025Q3: 25,720 shares; 2025Q4: 23,249 shares; 2026Q1: 23,249 shares 23,249 $880K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,769 shares; 2025Q4: 19,315 shares; 2026Q1: 16,373 shares 16,373 $864K 0.03% -2,942 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: 25,931 shares; 2024Q4: 25,781 shares; 2025Q1: 25,124 shares; 2025Q2: 24,253 shares; 2025Q3: 25,663 shares; 2025Q4: 21,814 shares; 2026Q1: 18,815 shares 18,815 $859K 0.03% -2,999 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,811 shares; 2025Q2: 8,841 shares; 2025Q3: 8,941 shares; 2025Q4: 8,941 shares; 2026Q1: 8,871 shares 8,871 $856K 0.03% -70 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,510 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,580 shares; 2025Q4: 4,275 shares; 2026Q1: 4,507 shares 4,507 $855K 0.03% +232 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: 647 shares; 2024Q4: 476 shares; 2025Q1: 476 shares; 2025Q2: 506 shares; 2025Q3: 381 shares; 2025Q4: 5,638 shares; 2026Q1: 8,709 shares 8,709 $837K 0.03% +3,071 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,584 shares; 2025Q1: 1,584 shares; 2025Q2: 1,843 shares; 2025Q3: 1,843 shares; 2025Q4: 4,445 shares; 2026Q1: 4,437 shares 4,437 $809K 0.03% -8 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: 9,384 shares; 2024Q4: 4,781 shares; 2025Q1: 7,912 shares; 2025Q2: 3,778 shares; 2025Q3: 5,310 shares; 2025Q4: 5,285 shares; 2026Q1: 5,208 shares 5,208 $809K 0.03% -77 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,908 shares; 2025Q4: 12,908 shares; 2026Q1: 12,908 shares 12,908 $808K 0.03% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,618 shares; 2024Q4: 1,768 shares; 2025Q1: 4,959 shares; 2025Q2: 3,118 shares; 2025Q3: 2,798 shares; 2025Q4: 3,066 shares; 2026Q1: 2,761 shares 2,761 $794K 0.03% -305 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,689 shares; 2025Q1: 4,683 shares; 2025Q2: 1,771 shares; 2025Q3: 2,209 shares; 2025Q4: 5,470 shares; 2026Q1: 6,108 shares 6,108 $794K 0.03% +638 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 410 shares; 2025Q3: 420 shares; 2025Q4: 661 shares; 2026Q1: 1,764 shares 1,764 $763K 0.03% +1,103 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: 5,134 shares; 2024Q4: 2,405 shares; 2025Q1: 2,405 shares; 2025Q2: 2,601 shares; 2025Q3: 2,788 shares; 2025Q4: 2,852 shares; 2026Q1: 2,587 shares 2,587 $761K 0.03% -265 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: 2,925 shares; 2024Q4: 2,925 shares; 2025Q1: 10,863 shares; 2025Q2: 4,491 shares; 2025Q3: 4,624 shares; 2025Q4: 4,677 shares; 2026Q1: 4,749 shares 4,749 $758K 0.03% +72 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: 9,089 shares; 2024Q4: 12,144 shares; 2025Q1: 14,642 shares; 2025Q2: 14,706 shares; 2025Q3: 14,648 shares; 2025Q4: 28,322 shares; 2026Q1: 25,873 shares 25,873 $743K 0.03% -2,449 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.03% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,296 shares; 2024Q4: 5,585 shares; 2025Q1: 5,585 shares; 2025Q2: 7,013 shares; 2025Q3: 6,980 shares; 2025Q4: 7,412 shares; 2026Q1: 6,866 shares 6,866 $705K 0.03% -546 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: 2,943 shares; 2024Q4: 2,943 shares; 2025Q1: 3,403 shares; 2025Q2: 3,222 shares; 2025Q3: 2,928 shares; 2025Q4: 6,734 shares; 2026Q1: 5,136 shares 5,136 $705K 0.03% -1,598 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: 12,259 shares; 2024Q4: 10,409 shares; 2025Q1: 10,409 shares; 2025Q2: 10,485 shares; 2025Q3: 10,574 shares; 2025Q4: 10,521 shares; 2026Q1: 10,507 shares 10,507 $693K 0.03% -14 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 183 shares; 2024Q4: 183 shares; 2025Q1: 177 shares; 2025Q2: 152 shares; 2025Q3: 150 shares; 2025Q4: 175 shares; 2026Q1: 162 shares 162 $682K 0.03% -13 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 2,992 shares; 2025Q1: 6,298 shares; 2025Q2: 3,357 shares; 2025Q3: 3,407 shares; 2025Q4: 8,243 shares; 2026Q1: 3,316 shares 3,316 $674K 0.03% -4,927 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,337 shares; 2025Q2: 2,713 shares; 2025Q3: 2,748 shares; 2025Q4: 7,477 shares; 2026Q1: 7,442 shares 7,442 $646K 0.03% -35 Timeline USL UNITED STS 12 MONTH OIL FD L More: the full row for UNITED STS 12 MONTH OIL FD L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,265 shares; 2024Q4: 13,265 shares; 2025Q1: 13,265 shares; 2025Q2: 13,265 shares; 2025Q3: 13,265 shares; 2025Q4: 13,265 shares; 2026Q1: 13,265 shares 13,265 $639K 0.03% 0 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,530 shares; 2026Q1: 9,377 shares 9,377 $622K 0.03% -1,153 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: 535 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 618 shares; 2025Q3: 582 shares; 2025Q4: 878 shares; 2026Q1: 1,231 shares 1,231 $615K 0.02% +353 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,667 shares; 2025Q3: 3,056 shares; 2025Q4: 3,001 shares; 2026Q1: 3,011 shares 3,011 $613K 0.02% +10 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,510 shares; 2025Q4: 30,510 shares; 2026Q1: 30,510 shares 30,510 $594K 0.02% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,685 shares; 2024Q4: not reported; 2025Q1: 3,020 shares; 2025Q2: not reported; 2025Q3: 1,814 shares; 2025Q4: 1,939 shares; 2026Q1: 1,885 shares 1,885 $586K 0.02% -54 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,147 shares; 2025Q4: 15,147 shares; 2026Q1: 15,147 shares 15,147 $580K 0.02% 0 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,202 shares; 2025Q2: 1,202 shares; 2025Q3: 1,107 shares; 2025Q4: 2,846 shares; 2026Q1: 1,617 shares 1,617 $579K 0.02% -1,229 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: 998 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,355 shares 1,355 $576K 0.02% new 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: 48,897 shares; 2024Q4: 36,411 shares; 2025Q1: 15,529 shares; 2025Q2: 14,071 shares; 2025Q3: 14,108 shares; 2025Q4: 12,547 shares; 2026Q1: 12,481 shares 12,481 $568K 0.02% -66 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,649 shares; 2025Q1: 3,763 shares; 2025Q2: 5,796 shares; 2025Q3: 4,398 shares; 2025Q4: 4,398 shares; 2026Q1: 4,406 shares 4,406 $553K 0.02% +8 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: 11,153 shares; 2024Q4: 5,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,367 shares; 2025Q3: 4,118 shares; 2025Q4: 6,678 shares; 2026Q1: 7,067 shares 7,067 $548K 0.02% +389 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 513 shares; 2025Q3: 503 shares; 2025Q4: 671 shares; 2026Q1: 412 shares 412 $544K 0.02% -259 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,848 shares; 2025Q1: 3,848 shares; 2025Q2: 4,745 shares; 2025Q3: 4,425 shares; 2025Q4: 4,623 shares; 2026Q1: 4,420 shares 4,420 $543K 0.02% -203 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,724 shares; 2025Q4: 6,724 shares; 2026Q1: 6,724 shares 6,724 $538K 0.02% 0 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 4,398 shares; 2025Q2: 1,519 shares; 2025Q3: 1,632 shares; 2025Q4: 1,762 shares; 2026Q1: 1,749 shares 1,749 $529K 0.02% -13 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: 2,186 shares; 2024Q4: 1,793 shares; 2025Q1: 1,074 shares; 2025Q2: 1,887 shares; 2025Q3: 1,723 shares; 2025Q4: 1,686 shares; 2026Q1: 1,721 shares 1,721 $520K 0.02% +35 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: 1,448 shares; 2024Q4: 1,397 shares; 2025Q1: 1,297 shares; 2025Q2: 1,200 shares; 2025Q3: 1,043 shares; 2025Q4: 1,079 shares; 2026Q1: 1,036 shares 1,036 $496K 0.02% -43 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,382 shares; 2024Q4: 5,371 shares; 2025Q1: 5,345 shares; 2025Q2: 5,774 shares; 2025Q3: 5,024 shares; 2025Q4: 3,497 shares; 2026Q1: 3,497 shares 3,497 $484K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 2,993 shares; 2025Q2: not reported; 2025Q3: 2,242 shares; 2025Q4: 2,147 shares; 2026Q1: 2,136 shares 2,136 $483K 0.02% -11 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: 3,314 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,437 shares; 2025Q3: 1,804 shares; 2025Q4: 3,828 shares; 2026Q1: 2,298 shares 2,298 $443K 0.02% -1,530 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,044 shares 2,044 $443K 0.02% new Timeline VFLO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,090 shares; 2025Q4: 11,090 shares; 2026Q1: 11,090 shares 11,090 $438K 0.02% 0 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: 6,226 shares; 2024Q4: 1,781 shares; 2025Q1: 1,781 shares; 2025Q2: 3,083 shares; 2025Q3: 3,302 shares; 2025Q4: 3,141 shares; 2026Q1: 2,851 shares 2,851 $419K 0.02% -290 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: 4,097 shares; 2024Q4: 3,731 shares; 2025Q1: 3,731 shares; 2025Q2: 3,731 shares; 2025Q3: 3,731 shares; 2025Q4: 3,731 shares; 2026Q1: 3,731 shares 3,731 $416K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,213 shares 1,213 $415K 0.02% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,481 shares; 2024Q4: 12,166 shares; 2025Q1: 12,166 shares; 2025Q2: 11,953 shares; 2025Q3: 11,766 shares; 2025Q4: 11,556 shares; 2026Q1: 11,163 shares 11,163 $410K 0.02% -393 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,919 shares; 2024Q4: 4,919 shares; 2025Q1: 5,200 shares; 2025Q2: 4,623 shares; 2025Q3: 3,419 shares; 2025Q4: 6,059 shares; 2026Q1: 4,313 shares 4,313 $401K 0.02% -1,746 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 1,010 shares; 2025Q4: 1,171 shares; 2026Q1: 1,253 shares 1,253 $399K 0.02% +82 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,682 shares; 2026Q1: 5,420 shares 5,420 $389K 0.02% -262 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: 7,078 shares; 2024Q4: 21,234 shares; 2025Q1: 21,234 shares; 2025Q2: 15,426 shares; 2025Q3: 15,426 shares; 2025Q4: 15,426 shares; 2026Q1: 15,426 shares 15,426 $387K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 651 shares; 2025Q2: 546 shares; 2025Q3: 645 shares; 2025Q4: 609 shares; 2026Q1: 776 shares 776 $385K 0.02% +167 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,288 shares; 2025Q2: 2,027 shares; 2025Q3: 2,414 shares; 2025Q4: 2,895 shares; 2026Q1: 2,883 shares 2,883 $381K 0.02% -12 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 21,202 shares; 2025Q4: 21,202 shares; 2026Q1: 21,202 shares 21,202 $360K 0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,844 shares; 2024Q4: 1,844 shares; 2025Q1: 1,644 shares; 2025Q2: 1,617 shares; 2025Q3: 1,909 shares; 2025Q4: 1,742 shares; 2026Q1: 1,830 shares 1,830 $355K 0.01% +88 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 278 shares; 2025Q3: 302 shares; 2025Q4: 369 shares; 2026Q1: 365 shares 365 $351K 0.01% -4 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,175 shares; 2024Q4: 10,250 shares; 2025Q1: 10,149 shares; 2025Q2: 10,107 shares; 2025Q3: 8,063 shares; 2025Q4: 7,830 shares; 2026Q1: 7,540 shares 7,540 $344K 0.01% -290 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: 19,333 shares; 2024Q4: 19,388 shares; 2025Q1: 18,828 shares; 2025Q2: 19,143 shares; 2025Q3: 18,337 shares; 2025Q4: 12,908 shares; 2026Q1: 13,215 shares 13,215 $339K 0.01% +307 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 572 shares; 2025Q3: 742 shares; 2025Q4: 967 shares; 2026Q1: 941 shares 941 $337K 0.01% -26 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,363 shares; 2024Q4: 1,363 shares; 2025Q1: 1,363 shares; 2025Q2: 2,498 shares; 2025Q3: 1,503 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares 1,546 $330K 0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 827 shares; 2026Q1: 827 shares 827 $329K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,083 shares; 2024Q4: 577 shares; 2025Q1: 542 shares; 2025Q2: 542 shares; 2025Q3: not reported; 2025Q4: 1,111 shares; 2026Q1: 1,114 shares 1,114 $326K 0.01% +3 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 854 shares; 2025Q1: 796 shares; 2025Q2: 1,005 shares; 2025Q3: 1,005 shares; 2025Q4: 2,106 shares; 2026Q1: 1,862 shares 1,862 $323K 0.01% -244 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: 3,359 shares; 2024Q4: 686 shares; 2025Q1: 3,686 shares; 2025Q2: 699 shares; 2025Q3: 686 shares; 2025Q4: 688 shares; 2026Q1: 449 shares 449 $318K 0.01% -239 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: 1,011 shares; 2024Q4: 909 shares; 2025Q1: 909 shares; 2025Q2: 909 shares; 2025Q3: 909 shares; 2025Q4: 1,818 shares; 2026Q1: 2,328 shares 2,328 $309K 0.01% +510 Timeline DJUL 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,550 shares; 2025Q4: 6,550 shares; 2026Q1: 6,550 shares 6,550 $306K 0.01% 0 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: 3,910 shares; 2024Q4: 3,925 shares; 2025Q1: 3,069 shares; 2025Q2: 3,077 shares; 2025Q3: 3,086 shares; 2025Q4: 3,089 shares; 2026Q1: 3,099 shares 3,099 $287K 0.01% +10 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: 951 shares; 2024Q4: 951 shares; 2025Q1: 951 shares; 2025Q2: 1,133 shares; 2025Q3: 1,021 shares; 2025Q4: 1,205 shares; 2026Q1: 1,183 shares 1,183 $287K 0.01% -22 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: 1,655 shares; 2024Q4: not reported; 2025Q1: 1,409 shares; 2025Q2: 1,232 shares; 2025Q3: 1,278 shares; 2025Q4: not reported; 2026Q1: 1,167 shares 1,167 $285K 0.01% new Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,726 shares; 2025Q4: 1,726 shares; 2026Q1: 1,726 shares 1,726 $273K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,666 shares; 2024Q4: 9,791 shares; 2025Q1: 9,846 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,432 shares 9,432 $273K 0.01% new 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: 791 shares; 2024Q4: 791 shares; 2025Q1: 791 shares; 2025Q2: 850 shares; 2025Q3: 1,043 shares; 2025Q4: 761 shares; 2026Q1: 828 shares 828 $270K 0.01% +67 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,508 shares; 2025Q3: 1,945 shares; 2025Q4: 1,881 shares; 2026Q1: 1,635 shares 1,635 $269K 0.01% -246 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 572 shares; 2026Q1: 644 shares 644 $268K 0.01% +72 Timeline CPS COOPER-STANDARD HOLDINGS INC More: the full row for COOPER-STANDARD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,609 shares; 2025Q3: 9,609 shares; 2025Q4: 9,609 shares; 2026Q1: 9,609 shares 9,609 $268K 0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,017 shares; 2025Q4: 2,017 shares; 2026Q1: 2,017 shares 2,017 $264K 0.01% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,795 shares; 2024Q4: 236 shares; 2025Q1: 1,000 shares; 2025Q2: 267 shares; 2025Q3: 258 shares; 2025Q4: 276 shares; 2026Q1: 265 shares 265 $264K 0.01% -11 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,838 shares; 2024Q4: 3,838 shares; 2025Q1: 3,838 shares; 2025Q2: 3,838 shares; 2025Q3: 3,766 shares; 2025Q4: 3,868 shares; 2026Q1: 3,359 shares 3,359 $263K 0.01% -509 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 293 shares; 2024Q4: 293 shares; 2025Q1: 293 shares; 2025Q2: 293 shares; 2025Q3: 1,437 shares; 2025Q4: 1,437 shares; 2026Q1: 1,437 shares 1,437 $261K 0.01% 0 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,030 shares 2,030 $258K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: 1,337 shares; 2025Q2: 1,353 shares; 2025Q3: 1,337 shares; 2025Q4: 1,305 shares; 2026Q1: 1,296 shares 1,296 $258K 0.01% -9 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $254K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,984 shares; 2025Q4: 2,801 shares; 2026Q1: 2,687 shares 2,687 $250K 0.01% -114 Timeline BANK OF AMER CORP 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $238K 0.01% 0 UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,263 shares; 2025Q3: 3,636 shares; 2025Q4: 3,446 shares; 2026Q1: 3,312 shares 3,312 $238K 0.01% -134 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,750 shares 3,750 $237K 0.01% new 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: 7,674 shares; 2024Q4: 6,924 shares; 2025Q1: 6,924 shares; 2025Q2: 6,984 shares; 2025Q3: 9,250 shares; 2025Q4: 8,167 shares; 2026Q1: 5,013 shares 5,013 $235K 0.01% -3,154 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,022 shares 1,022 $224K 0.01% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,333 shares; 2024Q4: 5,050 shares; 2025Q1: 4,667 shares; 2025Q2: 4,177 shares; 2025Q3: 4,211 shares; 2025Q4: 3,811 shares; 2026Q1: 3,801 shares 3,801 $219K 0.01% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,226 shares; 2026Q1: 4,226 shares 4,226 $213K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 1,553 shares; 2025Q1: 1,227 shares; 2025Q2: 1,067 shares; 2025Q3: 1,051 shares; 2025Q4: 1,001 shares; 2026Q1: 994 shares 994 $209K 0.01% -7 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: 2,462 shares; 2024Q4: 2,462 shares; 2025Q1: 2,462 shares; 2025Q2: 2,462 shares; 2025Q3: 2,462 shares; 2025Q4: 2,462 shares; 2026Q1: 2,462 shares 2,462 $183K 0.01% 0 Timeline KBDC KAYNE ANDERSON BDC INC More: the full row for KAYNE ANDERSON BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,922 shares; 2025Q3: 11,922 shares; 2025Q4: 11,922 shares; 2026Q1: 11,922 shares 11,922 $164K 0.01% 0 Timeline KBE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,640 shares; 2024Q4: 2,640 shares; 2025Q1: 2,640 shares; 2025Q2: 2,640 shares; 2025Q3: 2,640 shares; 2025Q4: 2,640 shares; 2026Q1: 2,640 shares 2,640 $157K 0.01% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,240 shares; 2024Q4: 3,240 shares; 2025Q1: 3,240 shares; 2025Q2: 3,186 shares; 2025Q3: 3,186 shares; 2025Q4: 3,186 shares; 2026Q1: 3,186 shares 3,186 $151K 0.01% 0 Timeline DOCT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,875 shares; 2025Q4: 3,875 shares; 2026Q1: 3,416 shares 3,416 $148K 0.01% -459 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: 303 shares; 2024Q4: 303 shares; 2025Q1: 303 shares; 2025Q2: 303 shares; 2025Q3: 501 shares; 2025Q4: 501 shares; 2026Q1: 501 shares 501 $124K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares; 2025Q3: 871 shares; 2025Q4: 871 shares; 2026Q1: 871 shares 871 $123K <0.01% 0 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: 382 shares; 2024Q4: 382 shares; 2025Q1: 382 shares; 2025Q2: 382 shares; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares 382 $122K <0.01% 0 Timeline GMF 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: 860 shares; 2024Q4: 860 shares; 2025Q1: 860 shares; 2025Q2: 860 shares; 2025Q3: 860 shares; 2025Q4: 860 shares; 2026Q1: 860 shares 860 $117K <0.01% 0 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: 272 shares; 2024Q4: 272 shares; 2025Q1: 9,671 shares; 2025Q2: 7,341 shares; 2025Q3: 4,995 shares; 2025Q4: 927 shares; 2026Q1: 1,137 shares 1,137 $101K <0.01% +210 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: 874 shares; 2024Q4: 874 shares; 2025Q1: 874 shares; 2025Q2: 874 shares; 2025Q3: 874 shares; 2025Q4: 874 shares; 2026Q1: 874 shares 874 $98.9K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889 shares; 2024Q4: 3,778 shares; 2025Q1: 3,778 shares; 2025Q2: 3,778 shares; 2025Q3: 3,778 shares; 2025Q4: 3,778 shares; 2026Q1: 3,778 shares 3,778 $93.5K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 509 shares; 2024Q4: 509 shares; 2025Q1: 509 shares; 2025Q2: 519 shares; 2025Q3: 519 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $91K <0.01% 0 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,870 shares; 2024Q4: 1,870 shares; 2025Q1: 1,870 shares; 2025Q2: 1,870 shares; 2025Q3: 1,870 shares; 2025Q4: 1,870 shares; 2026Q1: 1,870 shares 1,870 $84.6K <0.01% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,940 shares; 2024Q4: 1,940 shares; 2025Q1: 1,940 shares; 2025Q2: 1,940 shares; 2025Q3: 1,940 shares; 2025Q4: 1,940 shares; 2026Q1: 1,940 shares 1,940 $81.2K <0.01% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,512 shares; 2025Q4: 11,371 shares; 2026Q1: 1,442 shares 1,442 $77.5K <0.01% -9,929 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 443 shares 443 $72.7K <0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 253 shares; 2024Q4: 253 shares; 2025Q1: 253 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $65.1K <0.01% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,304 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,236 shares; 2025Q4: 1,268 shares; 2026Q1: 1,295 shares 1,295 $63.1K <0.01% +27 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 783 shares; 2024Q4: 2,349 shares; 2025Q1: 2,349 shares; 2025Q2: 2,349 shares; 2025Q3: 2,349 shares; 2025Q4: 2,349 shares; 2026Q1: 2,349 shares 2,349 $60.2K <0.01% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 246 shares; 2024Q4: 208 shares; 2025Q1: 208 shares; 2025Q2: 208 shares; 2025Q3: 208 shares; 2025Q4: 416 shares; 2026Q1: 416 shares 416 $45.3K <0.01% 0 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: 771 shares; 2024Q4: 710 shares; 2025Q1: 710 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 441 shares; 2026Q1: 441 shares 441 $42.8K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 654 shares; 2025Q4: 654 shares; 2026Q1: 654 shares 654 $34.9K <0.01% 0 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: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 335 shares; 2025Q3: 335 shares; 2025Q4: 335 shares; 2026Q1: 335 shares 335 $30.7K <0.01% 0 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,124 shares; 2024Q4: 1,124 shares; 2025Q1: 1,124 shares; 2025Q2: 1,124 shares; 2025Q3: 1,124 shares; 2025Q4: 1,124 shares; 2026Q1: 1,124 shares 1,124 $25.2K <0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,098 shares; 2024Q4: 1,098 shares; 2025Q1: 1,098 shares; 2025Q2: 1,098 shares; 2025Q3: 1,098 shares; 2025Q4: 1,098 shares; 2026Q1: 1,098 shares 1,098 $25.2K <0.01% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 409 shares; 2025Q1: 409 shares; 2025Q2: 409 shares; 2025Q3: 409 shares; 2025Q4: 409 shares; 2026Q1: 409 shares 409 $23.4K <0.01% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,575 shares; 2024Q4: 1,340 shares; 2025Q1: 1,340 shares; 2025Q2: 144 shares; 2025Q3: 144 shares; 2025Q4: 144 shares; 2026Q1: 144 shares 144 $15.3K <0.01% 0 Timeline AFLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 382 shares; 2025Q4: 382 shares; 2026Q1: 382 shares 382 $14.7K <0.01% 0 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: 3,465 shares; 2024Q4: 3,465 shares; 2025Q1: 3,465 shares; 2025Q2: 3,465 shares; 2025Q3: 3,465 shares; 2025Q4: 3,617 shares; 2026Q1: 152 shares 152 $12.8K <0.01% -3,465 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 73 shares; 2025Q4: 73 shares; 2026Q1: 73 shares 73 $9.67K <0.01% 0 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: 110 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 1,956 shares; 2025Q3: 297 shares; 2025Q4: 63 shares; 2026Q1: 63 shares 63 $9.24K <0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 101 shares; 2025Q4: not reported; 2026Q1: 30 shares 30 $9.07K <0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 103 shares; 2025Q4: 103 shares; 2026Q1: 103 shares 103 $8.1K <0.01% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117 shares; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: 117 shares; 2025Q4: 117 shares; 2026Q1: 117 shares 117 $7.84K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 305 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $6.2K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74 shares; 2024Q4: 74 shares; 2025Q1: 74 shares; 2025Q2: 74 shares; 2025Q3: 74 shares; 2025Q4: 74 shares; 2026Q1: 74 shares 74 $5.04K <0.01% 0 Timeline LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45 shares; 2025Q2: 45 shares; 2025Q3: 45 shares; 2025Q4: 45 shares; 2026Q1: 45 shares 45 $3.79K <0.01% 0 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: 18 shares; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 18 shares; 2025Q3: 18 shares; 2025Q4: 18 shares; 2026Q1: 18 shares 18 $2.62K <0.01% 0 Timeline NANR 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: 29 shares; 2024Q4: 29 shares; 2025Q1: 29 shares; 2025Q2: 29 shares; 2025Q3: 29 shares; 2025Q4: 29 shares; 2026Q1: 29 shares 29 $2.44K <0.01% 0 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: 22 shares; 2024Q4: 17 shares; 2025Q1: 17 shares; 2025Q2: 17 shares; 2025Q3: 17 shares; 2025Q4: 17 shares; 2026Q1: 17 shares 17 $997 <0.01% 0 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: 1,984 shares; 2024Q4: 44 shares; 2025Q1: 44 shares; 2025Q2: 44 shares; 2025Q3: 44 shares; 2025Q4: 44 shares; 2026Q1: 44 shares 44 $805 <0.01% 0 Timeline