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: 378,219 shares; 2024Q4: 381,800 shares; 2025Q1: 385,735 shares; 2025Q2: 372,042 shares; 2025Q3: 377,035 shares; 2025Q4: 380,128 shares; 2026Q1: 385,016 shares 385,016 $115M 4.96% +4,888 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: 186,515 shares; 2024Q4: 190,115 shares; 2025Q1: 192,209 shares; 2025Q2: 171,809 shares; 2025Q3: 171,162 shares; 2025Q4: 174,093 shares; 2026Q1: 176,153 shares 176,153 $102M 4.39% +2,060 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: 512,396 shares; 2024Q4: 507,272 shares; 2025Q1: 502,963 shares; 2025Q2: 505,601 shares; 2025Q3: 510,104 shares; 2025Q4: 538,326 shares; 2026Q1: 550,409 shares 550,409 $96M 4.14% +12,083 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: 1,031,015 shares; 2024Q4: 1,071,011 shares; 2025Q1: 1,120,870 shares; 2025Q2: 1,118,333 shares; 2025Q3: 1,392,499 shares; 2025Q4: 1,656,784 shares; 2026Q1: 1,696,302 shares 1,696,302 $76.8M 3.31% +39,518 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: 280,288 shares; 2024Q4: 289,870 shares; 2025Q1: 292,777 shares; 2025Q2: 299,135 shares; 2025Q3: 310,498 shares; 2025Q4: 317,797 shares; 2026Q1: 326,377 shares 326,377 $70.2M 3.03% +8,580 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: 340,213 shares; 2024Q4: 337,510 shares; 2025Q1: 338,525 shares; 2025Q2: 335,741 shares; 2025Q3: 345,778 shares; 2025Q4: 354,814 shares; 2026Q1: 365,327 shares 365,327 $70.1M 3.03% +10,513 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: 73,583 shares; 2024Q4: 76,525 shares; 2025Q1: 79,168 shares; 2025Q2: 97,469 shares; 2025Q3: 100,126 shares; 2025Q4: 101,896 shares; 2026Q1: 106,010 shares 106,010 $69.2M 2.99% +4,114 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 302,119 shares; 2024Q4: 321,897 shares; 2025Q1: 329,589 shares; 2025Q2: 322,077 shares; 2025Q3: 330,252 shares; 2025Q4: 318,956 shares; 2026Q1: 421,193 shares 421,193 $62.4M 2.69% +102,237 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: 215,217 shares; 2024Q4: 215,645 shares; 2025Q1: 217,893 shares; 2025Q2: 226,876 shares; 2025Q3: 230,010 shares; 2025Q4: 233,508 shares; 2026Q1: 239,283 shares 239,283 $60.7M 2.62% +5,775 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: 211,486 shares; 2024Q4: 214,473 shares; 2025Q1: 215,538 shares; 2025Q2: 219,382 shares; 2025Q3: 221,391 shares; 2025Q4: 212,942 shares; 2026Q1: 209,133 shares 209,133 $60M 2.59% -3,809 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: 575,754 shares; 2024Q4: 617,506 shares; 2025Q1: 642,863 shares; 2025Q2: 671,034 shares; 2025Q3: 716,628 shares; 2025Q4: 732,998 shares; 2026Q1: 750,934 shares 750,934 $59.4M 2.56% +17,936 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: 474,160 shares; 2024Q4: 483,536 shares; 2025Q1: 475,234 shares; 2025Q2: 472,030 shares; 2025Q3: 486,840 shares; 2025Q4: 510,720 shares; 2026Q1: 537,037 shares 537,037 $58.9M 2.54% +26,317 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: 242,165 shares; 2024Q4: 253,021 shares; 2025Q1: 257,559 shares; 2025Q2: 247,946 shares; 2025Q3: 273,151 shares; 2025Q4: 283,710 shares; 2026Q1: 299,357 shares 299,357 $58.7M 2.53% +15,647 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 106,741 shares; 2025Q4: 387,052 shares; 2026Q1: 491,217 shares 491,217 $54.5M 2.35% +104,165 Timeline LGLV 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: 274,285 shares; 2024Q4: 275,699 shares; 2025Q1: 275,611 shares; 2025Q2: 279,627 shares; 2025Q3: 288,483 shares; 2025Q4: 295,425 shares; 2026Q1: 302,891 shares 302,891 $53.9M 2.33% +7,466 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: 217,088 shares; 2024Q4: 221,879 shares; 2025Q1: 225,962 shares; 2025Q2: 235,304 shares; 2025Q3: 239,862 shares; 2025Q4: 244,874 shares; 2026Q1: 249,376 shares 249,376 $51.9M 2.24% +4,502 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: 123,329 shares; 2024Q4: 124,243 shares; 2025Q1: 126,174 shares; 2025Q2: 132,761 shares; 2025Q3: 134,456 shares; 2025Q4: 138,715 shares; 2026Q1: 139,575 shares 139,575 $51.7M 2.23% +860 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: 39,973 shares; 2024Q4: 40,578 shares; 2025Q1: 41,231 shares; 2025Q2: 42,788 shares; 2025Q3: 43,685 shares; 2025Q4: 44,496 shares; 2026Q1: 45,254 shares 45,254 $45.1M 1.95% +758 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: 387,114 shares; 2024Q4: 400,030 shares; 2025Q1: 407,277 shares; 2025Q2: 403,403 shares; 2025Q3: 417,295 shares; 2025Q4: 434,944 shares; 2026Q1: 448,627 shares 448,627 $43.9M 1.9% +13,683 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: 113,534 shares; 2024Q4: 116,316 shares; 2025Q1: 118,905 shares; 2025Q2: 124,376 shares; 2025Q3: 127,189 shares; 2025Q4: 138,007 shares; 2026Q1: 141,275 shares 141,275 $41.6M 1.79% +3,268 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: 52,190 shares; 2024Q4: 54,827 shares; 2025Q1: 57,017 shares; 2025Q2: 70,586 shares; 2025Q3: 77,390 shares; 2025Q4: 78,427 shares; 2026Q1: 75,014 shares 75,014 $35.9M 1.55% -3,413 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 381,794 shares; 2024Q4: 389,794 shares; 2025Q1: 396,609 shares; 2025Q2: 393,663 shares; 2025Q3: 404,827 shares; 2025Q4: 416,568 shares; 2026Q1: 428,700 shares 428,700 $35.5M 1.53% +12,132 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: 49,657 shares; 2024Q4: 50,942 shares; 2025Q1: 51,930 shares; 2025Q2: 53,367 shares; 2025Q3: 54,956 shares; 2025Q4: 57,103 shares; 2026Q1: 60,628 shares 60,628 $34.7M 1.5% +3,525 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: 230,304 shares; 2025Q1: 228,244 shares; 2025Q2: 257,913 shares; 2025Q3: 261,291 shares; 2025Q4: 265,376 shares; 2026Q1: 274,390 shares 274,390 $33.7M 1.45% +9,014 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: 87,061 shares; 2024Q4: 88,399 shares; 2025Q1: 89,855 shares; 2025Q2: 95,150 shares; 2025Q3: 97,595 shares; 2025Q4: 101,424 shares; 2026Q1: 105,009 shares 105,009 $31.7M 1.37% +3,585 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: 329,573 shares; 2024Q4: 341,576 shares; 2025Q1: 355,547 shares; 2025Q2: 383,394 shares; 2025Q3: 396,804 shares; 2025Q4: 408,615 shares; 2026Q1: 426,893 shares 426,893 $30.7M 1.32% +18,278 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,875 shares; 2024Q4: 76,625 shares; 2025Q1: 78,517 shares; 2025Q2: 86,307 shares; 2025Q3: 89,124 shares; 2025Q4: 91,998 shares; 2026Q1: 93,863 shares 93,863 $30.7M 1.32% +1,865 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: not reported; 2024Q4: not reported; 2025Q1: 3,706 shares; 2025Q2: 161,049 shares; 2025Q3: 180,844 shares; 2025Q4: 189,288 shares; 2026Q1: 190,110 shares 190,110 $30.4M 1.31% +822 Timeline IBHH 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: 871,104 shares; 2024Q4: 922,666 shares; 2025Q1: 1,065,811 shares; 2025Q2: 1,062,806 shares; 2025Q3: 1,126,660 shares; 2025Q4: 1,201,619 shares; 2026Q1: 1,250,806 shares 1,250,806 $29.4M 1.27% +49,187 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: 66,681 shares; 2024Q4: 68,103 shares; 2025Q1: 69,659 shares; 2025Q2: 74,261 shares; 2025Q3: 78,668 shares; 2025Q4: 79,781 shares; 2026Q1: 81,865 shares 81,865 $26.9M 1.16% +2,084 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: 819,769 shares; 2024Q4: 850,318 shares; 2025Q1: 900,351 shares; 2025Q2: 923,155 shares; 2025Q3: 954,127 shares; 2025Q4: 992,996 shares; 2026Q1: 1,054,382 shares 1,054,382 $26.7M 1.15% +61,386 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: 5,173 shares; 2024Q4: 5,283 shares; 2025Q1: 5,363 shares; 2025Q2: 5,778 shares; 2025Q3: 5,907 shares; 2025Q4: 6,041 shares; 2026Q1: 6,145 shares 6,145 $25.9M 1.12% +104 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: 40,688 shares; 2024Q4: 40,516 shares; 2025Q1: 40,082 shares; 2025Q2: 39,079 shares; 2025Q3: 38,904 shares; 2025Q4: 39,690 shares; 2026Q1: 39,108 shares 39,108 $25.4M 1.1% -582 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: 43,806 shares; 2024Q4: 43,849 shares; 2025Q1: 43,734 shares; 2025Q2: 43,158 shares; 2025Q3: 43,564 shares; 2025Q4: 43,527 shares; 2026Q1: 42,492 shares 42,492 $25.4M 1.1% -1,035 Timeline EFIV 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: 380,133 shares; 2024Q4: 380,305 shares; 2025Q1: 378,593 shares; 2025Q2: 379,823 shares; 2025Q3: 389,065 shares; 2025Q4: 394,279 shares; 2026Q1: 402,455 shares 402,455 $25.4M 1.1% +8,176 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 125,503 shares; 2024Q4: 127,841 shares; 2025Q1: 129,131 shares; 2025Q2: 138,461 shares; 2025Q3: 141,752 shares; 2025Q4: 144,531 shares; 2026Q1: 147,103 shares 147,103 $23.1M 1% +2,572 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: 36,069 shares; 2024Q4: 41,589 shares; 2025Q1: 45,083 shares; 2025Q2: 44,591 shares; 2025Q3: 46,205 shares; 2025Q4: 49,504 shares; 2026Q1: 51,851 shares 51,851 $22.6M 0.98% +2,347 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: 71,242 shares; 2024Q4: 68,734 shares; 2025Q1: 68,488 shares; 2025Q2: 76,846 shares; 2025Q3: 78,155 shares; 2025Q4: 80,317 shares; 2026Q1: 82,067 shares 82,067 $22.6M 0.97% +1,750 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: 4,487 shares; 2024Q4: 4,487 shares; 2025Q1: 23,113 shares; 2025Q2: 32,253 shares; 2025Q3: 44,211 shares; 2025Q4: 48,933 shares; 2026Q1: 56,691 shares 56,691 $22.1M 0.95% +7,758 Timeline MMTM 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: 47,567 shares; 2024Q4: 59,251 shares; 2025Q1: 62,467 shares; 2025Q2: 64,409 shares; 2025Q3: 67,755 shares; 2025Q4: 72,494 shares; 2026Q1: 77,330 shares 77,330 $21.7M 0.93% +4,836 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: 15,044 shares; 2025Q1: 15,441 shares; 2025Q2: 18,208 shares; 2025Q3: 18,840 shares; 2025Q4: 19,455 shares; 2026Q1: 19,842 shares 19,842 $19.1M 0.82% +387 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: 146,992 shares; 2024Q4: 157,333 shares; 2025Q1: 162,558 shares; 2025Q2: 163,402 shares; 2025Q3: 29,460 shares; 2025Q4: 27,816 shares; 2026Q1: 122,734 shares 122,734 $17.9M 0.77% +94,918 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,339 shares; 2024Q4: 537,362 shares; 2025Q1: 600,982 shares; 2025Q2: 633,631 shares; 2025Q3: 669,810 shares; 2025Q4: 716,024 shares; 2026Q1: 791,726 shares 791,726 $17.6M 0.76% +75,702 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: 1,963 shares; 2024Q4: 2,043 shares; 2025Q1: 37,488 shares; 2025Q2: 46,317 shares; 2025Q3: 48,237 shares; 2025Q4: 52,204 shares; 2026Q1: 55,257 shares 55,257 $17.1M 0.74% +3,053 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 196,192 shares; 2025Q4: 193,874 shares; 2026Q1: 194,729 shares 194,729 $16.5M 0.71% +855 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: 8,311 shares; 2025Q3: 9,176 shares; 2025Q4: 10,458 shares; 2026Q1: 12,034 shares 12,034 $15.9M 0.69% +1,576 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: 159,474 shares; 2024Q4: 162,750 shares; 2025Q1: 162,589 shares; 2025Q2: 170,926 shares; 2025Q3: 180,562 shares; 2025Q4: 193,015 shares; 2026Q1: 208,402 shares 208,402 $15.7M 0.68% +15,387 Timeline IGRO 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: 117,882 shares; 2024Q4: 122,460 shares; 2025Q1: 124,561 shares; 2025Q2: 145,997 shares; 2025Q3: 155,882 shares; 2025Q4: 167,855 shares; 2026Q1: 182,319 shares 182,319 $15.3M 0.66% +14,464 Timeline IBHI 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: 14,863 shares; 2025Q2: 88,737 shares; 2025Q3: 218,677 shares; 2025Q4: 502,656 shares; 2026Q1: 652,314 shares 652,314 $15.2M 0.66% +149,658 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: 44,811 shares; 2024Q4: 44,567 shares; 2025Q1: 44,935 shares; 2025Q2: 50,727 shares; 2025Q3: 50,749 shares; 2025Q4: 51,275 shares; 2026Q1: 52,151 shares 52,151 $15M 0.65% +876 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: 82,641 shares; 2024Q4: 84,541 shares; 2025Q1: 86,462 shares; 2025Q2: 103,684 shares; 2025Q3: 110,104 shares; 2025Q4: 116,726 shares; 2026Q1: 124,508 shares 124,508 $14.8M 0.64% +7,782 Timeline DGT 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: 64,144 shares; 2024Q4: 66,381 shares; 2025Q1: 66,517 shares; 2025Q2: 70,328 shares; 2025Q3: 74,515 shares; 2025Q4: 79,646 shares; 2026Q1: 84,562 shares 84,562 $14.3M 0.62% +4,916 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: 55,355 shares; 2024Q4: 56,993 shares; 2025Q1: 56,744 shares; 2025Q2: 51,909 shares; 2025Q3: 60,303 shares; 2025Q4: 61,958 shares; 2026Q1: 65,393 shares 65,393 $14.2M 0.61% +3,435 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 525,151 shares; 2024Q4: 592,930 shares; 2025Q1: 604,931 shares; 2025Q2: 763,386 shares; 2025Q3: 753,318 shares; 2025Q4: 814,044 shares; 2026Q1: 875,993 shares 875,993 $13.9M 0.6% +61,949 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: 82,595 shares; 2024Q4: 85,624 shares; 2025Q1: 89,530 shares; 2025Q2: 106,443 shares; 2025Q3: 113,460 shares; 2025Q4: 122,816 shares; 2026Q1: 131,505 shares 131,505 $12.7M 0.55% +8,689 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: 4,488 shares; 2024Q4: 4,629 shares; 2025Q1: 4,587 shares; 2025Q2: 5,092 shares; 2025Q3: 5,093 shares; 2025Q4: 5,034 shares; 2026Q1: 101,009 shares 101,009 $12.6M 0.54% +95,975 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: 108,625 shares; 2024Q4: 111,457 shares; 2025Q1: 110,975 shares; 2025Q2: 128,871 shares; 2025Q3: 133,767 shares; 2025Q4: 138,885 shares; 2026Q1: 147,235 shares 147,235 $12.3M 0.53% +8,350 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 428,184 shares; 2024Q4: 446,327 shares; 2025Q1: 462,684 shares; 2025Q2: 516,655 shares; 2025Q3: 557,492 shares; 2025Q4: 613,371 shares; 2026Q1: 654,579 shares 654,579 $11.8M 0.51% +41,208 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 300,613 shares; 2024Q4: 286,635 shares; 2025Q1: 286,337 shares; 2025Q2: 317,611 shares; 2025Q3: 331,457 shares; 2025Q4: 337,079 shares; 2026Q1: 346,219 shares 346,219 $11.8M 0.51% +9,140 Timeline IBDU 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: 14,706 shares; 2025Q2: 83,094 shares; 2025Q3: 133,204 shares; 2025Q4: 410,573 shares; 2026Q1: 503,946 shares 503,946 $11.7M 0.51% +93,373 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: 425,768 shares; 2024Q4: 447,902 shares; 2025Q1: 482,608 shares; 2025Q2: 435,120 shares; 2025Q3: 430,507 shares; 2025Q4: 451,747 shares; 2026Q1: 485,330 shares 485,330 $11.1M 0.48% +33,583 Timeline IBHF 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: 419,045 shares; 2024Q4: 431,778 shares; 2025Q1: 489,863 shares; 2025Q2: 445,589 shares; 2025Q3: 455,692 shares; 2025Q4: 477,694 shares; 2026Q1: 476,466 shares 476,466 $10.9M 0.47% -1,228 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: 142,897 shares; 2024Q4: 140,393 shares; 2025Q1: 138,510 shares; 2025Q2: 136,906 shares; 2025Q3: 136,370 shares; 2025Q4: 120,474 shares; 2026Q1: 122,954 shares 122,954 $9.41M 0.41% +2,480 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: 67,116 shares; 2024Q4: 68,153 shares; 2025Q1: 68,551 shares; 2025Q2: 32,588 shares; 2025Q3: 30,906 shares; 2025Q4: 29,538 shares; 2026Q1: 28,644 shares 28,644 $8.23M 0.35% -894 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,470 shares 39,470 $7.2M 0.31% new 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: 85,116 shares; 2024Q4: 84,652 shares; 2025Q1: 84,318 shares; 2025Q2: 81,786 shares; 2025Q3: 79,961 shares; 2025Q4: 74,075 shares; 2026Q1: 72,086 shares 72,086 $7.01M 0.3% -1,989 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: 230,775 shares; 2024Q4: 231,798 shares; 2025Q1: 233,982 shares; 2025Q2: 104,178 shares; 2025Q3: 46,488 shares; 2025Q4: 46,403 shares; 2026Q1: 44,117 shares 44,117 $6.47M 0.28% -2,286 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,907 shares; 2024Q4: 113,345 shares; 2025Q1: 113,259 shares; 2025Q2: 44,706 shares; 2025Q3: 43,551 shares; 2025Q4: 41,089 shares; 2026Q1: 39,958 shares 39,958 $5.78M 0.25% -1,131 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: 48,336 shares; 2024Q4: 49,654 shares; 2025Q1: 50,990 shares; 2025Q2: 25,372 shares; 2025Q3: 22,500 shares; 2025Q4: 17,562 shares; 2026Q1: 15,985 shares 15,985 $5.26M 0.23% -1,577 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 168,262 shares; 2026Q1: 222,819 shares 222,819 $4.87M 0.21% +54,557 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,532 shares 15,532 $4M 0.17% new 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: not reported; 2025Q4: not reported; 2026Q1: 8,588 shares 8,588 $2.6M 0.11% new 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: 829 shares; 2024Q4: 832 shares; 2025Q1: 849 shares; 2025Q2: 898 shares; 2025Q3: 3,371 shares; 2025Q4: 3,378 shares; 2026Q1: 2,539 shares 2,539 $2.34M 0.1% -839 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,035 shares; 2024Q4: 4,987 shares; 2025Q1: 4,728 shares; 2025Q2: 4,481 shares; 2025Q3: 4,334 shares; 2025Q4: 4,090 shares; 2026Q1: 3,783 shares 3,783 $2.33M 0.1% -307 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: 11,461 shares; 2024Q4: 11,444 shares; 2025Q1: 11,367 shares; 2025Q2: 12,387 shares; 2025Q3: 12,438 shares; 2025Q4: 12,536 shares; 2026Q1: 12,777 shares 12,777 $2.17M 0.09% +241 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: 4,515 shares; 2024Q4: 4,335 shares; 2025Q1: 5,646 shares; 2025Q2: 4,701 shares; 2025Q3: 4,330 shares; 2025Q4: 4,543 shares; 2026Q1: 5,057 shares 5,057 $1.62M 0.07% +514 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: not reported; 2025Q4: 16,330 shares; 2026Q1: 16,330 shares 16,330 $1.52M 0.07% 0 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,612 shares; 2024Q4: 16,713 shares; 2025Q1: 16,713 shares; 2025Q2: 16,811 shares; 2025Q3: 16,293 shares; 2025Q4: 16,233 shares; 2026Q1: 16,233 shares 16,233 $1.48M 0.06% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,403 shares; 2024Q4: 29,431 shares; 2025Q1: 28,551 shares; 2025Q2: 27,507 shares; 2025Q3: 26,515 shares; 2025Q4: 25,202 shares; 2026Q1: 25,254 shares 25,254 $1.43M 0.06% +52 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: 3,130 shares; 2024Q4: 3,195 shares; 2025Q1: 3,150 shares; 2025Q2: 3,136 shares; 2025Q3: 3,116 shares; 2025Q4: 3,158 shares; 2026Q1: 3,232 shares 3,232 $1.38M 0.06% +74 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: 21,587 shares; 2024Q4: 22,617 shares; 2025Q1: 23,353 shares; 2025Q2: 6,149 shares; 2025Q3: 5,736 shares; 2025Q4: 5,592 shares; 2026Q1: 5,525 shares 5,525 $1.37M 0.06% -67 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: 33,053 shares; 2024Q4: 36,616 shares; 2025Q1: 31,752 shares; 2025Q2: 31,389 shares; 2025Q3: 30,762 shares; 2025Q4: 29,731 shares; 2026Q1: 27,562 shares 27,562 $1.26M 0.05% -2,169 Timeline PSCT 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: 20,569 shares; 2024Q4: 20,569 shares; 2025Q1: 20,569 shares; 2025Q2: 20,569 shares; 2025Q3: 20,569 shares; 2025Q4: 20,569 shares; 2026Q1: 20,569 shares 20,569 $1.24M 0.05% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,307 shares; 2024Q4: 7,254 shares; 2025Q1: 6,815 shares; 2025Q2: 6,799 shares; 2025Q3: 6,769 shares; 2025Q4: 6,557 shares; 2026Q1: 6,531 shares 6,531 $1.1M 0.05% -26 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: 5,584 shares; 2024Q4: 3,774 shares; 2025Q1: 3,275 shares; 2025Q2: 3,369 shares; 2025Q3: 3,089 shares; 2025Q4: 3,163 shares; 2026Q1: 2,956 shares 2,956 $1.1M 0.05% -207 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: 6,859 shares; 2024Q4: 6,906 shares; 2025Q1: 6,869 shares; 2025Q2: 6,957 shares; 2025Q3: 13,829 shares; 2025Q4: 12,375 shares; 2026Q1: 11,099 shares 11,099 $1.07M 0.05% -1,276 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB 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: 13,241 shares; 2025Q3: 13,344 shares; 2025Q4: 13,344 shares; 2026Q1: 15,694 shares 15,694 $1.01M 0.04% +2,350 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,434 shares; 2024Q4: 7,436 shares; 2025Q1: 7,494 shares; 2025Q2: 7,301 shares; 2025Q3: 7,137 shares; 2025Q4: 6,903 shares; 2026Q1: 6,764 shares 6,764 $986K 0.04% -139 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: 302 shares; 2024Q4: 285 shares; 2025Q1: 267 shares; 2025Q2: 257 shares; 2025Q3: 382 shares; 2025Q4: 4,067 shares; 2026Q1: 10,144 shares 10,144 $975K 0.04% +6,077 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: 89,046 shares; 2024Q4: 89,420 shares; 2025Q1: 90,202 shares; 2025Q2: 7,749 shares; 2025Q3: 8,032 shares; 2025Q4: 7,592 shares; 2026Q1: 7,597 shares 7,597 $944K 0.04% +5 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,629 shares; 2024Q4: 1,680 shares; 2025Q1: 1,680 shares; 2025Q2: 4,065 shares; 2025Q3: 4,118 shares; 2025Q4: 4,415 shares; 2026Q1: 4,406 shares 4,406 $917K 0.04% -9 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,388 shares; 2024Q4: 201,924 shares; 2025Q1: 205,404 shares; 2025Q2: 216,584 shares; 2025Q3: 223,352 shares; 2025Q4: 227,877 shares; 2026Q1: 7,965 shares 7,965 $916K 0.04% -219,912 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: 2,068 shares; 2024Q4: 2,068 shares; 2025Q1: 2,068 shares; 2025Q2: 2,039 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,964 shares 8,964 $882K 0.04% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,547 shares; 2025Q4: 3,856 shares; 2026Q1: 3,416 shares 3,416 $835K 0.04% -440 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: 885 shares; 2024Q4: 881 shares; 2025Q1: 928 shares; 2025Q2: 928 shares; 2025Q3: 935 shares; 2025Q4: 1,121 shares; 2026Q1: 1,151 shares 1,151 $803K 0.03% +30 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: 20,143 shares; 2024Q4: 20,128 shares; 2025Q1: 20,117 shares; 2025Q2: 20,009 shares; 2025Q3: 19,711 shares; 2025Q4: 17,229 shares; 2026Q1: 16,095 shares 16,095 $778K 0.03% -1,134 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,192 shares; 2024Q4: 57,192 shares; 2025Q1: 40,804 shares; 2025Q2: 24,416 shares; 2025Q3: 24,416 shares; 2025Q4: 24,416 shares; 2026Q1: 24,416 shares 24,416 $771K 0.03% 0 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: 2,131 shares; 2024Q4: 2,160 shares; 2025Q1: 2,153 shares; 2025Q2: 2,153 shares; 2025Q3: 2,099 shares; 2025Q4: 2,099 shares; 2026Q1: 3,061 shares 3,061 $743K 0.03% +962 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,288 shares; 2024Q4: 2,463 shares; 2025Q1: 2,457 shares; 2025Q2: 2,356 shares; 2025Q3: 2,536 shares; 2025Q4: 2,620 shares; 2026Q1: 2,618 shares 2,618 $731K 0.03% -2 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,584 shares; 2024Q4: 11,638 shares; 2025Q1: 11,611 shares; 2025Q2: 11,598 shares; 2025Q3: 11,582 shares; 2025Q4: 11,682 shares; 2026Q1: 11,682 shares 11,682 $722K 0.03% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,000 shares; 2025Q4: 3,093 shares; 2026Q1: 3,000 shares 3,000 $715K 0.03% -93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,040 shares; 2025Q3: 1,041 shares; 2025Q4: 3,047 shares; 2026Q1: 3,301 shares 3,301 $705K 0.03% +254 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: 8,964 shares; 2024Q4: 9,026 shares; 2025Q1: 9,960 shares; 2025Q2: 9,802 shares; 2025Q3: 10,518 shares; 2025Q4: 10,930 shares; 2026Q1: 14,460 shares 14,460 $705K 0.03% +3,530 Timeline XSORX SOURCE CAPITAL More: the full row for SOURCE CAPITAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,955 shares; 2025Q2: 14,955 shares; 2025Q3: 17,955 shares; 2025Q4: 14,955 shares; 2026Q1: 14,955 shares 14,955 $693K 0.03% 0 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,250 shares; 2026Q1: 6,250 shares 6,250 $690K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,544 shares; 2025Q4: 3,578 shares; 2026Q1: 3,114 shares 3,114 $644K 0.03% -464 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 793 shares; 2025Q3: 610 shares; 2025Q4: 618 shares; 2026Q1: 687 shares 687 $600K 0.03% +69 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: 6,926 shares; 2024Q4: 7,369 shares; 2025Q1: 7,244 shares; 2025Q2: 13,580 shares; 2025Q3: 10,869 shares; 2025Q4: 12,664 shares; 2026Q1: 11,928 shares 11,928 $599K 0.03% -736 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,648 shares; 2025Q4: 1,649 shares; 2026Q1: 1,649 shares 1,649 $580K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL 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: 19,584 shares; 2025Q3: 14,779 shares; 2025Q4: 14,929 shares; 2026Q1: 14,929 shares 14,929 $570K 0.02% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS 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: 12,000 shares 12,000 $550K 0.02% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,269 shares 1,269 $549K 0.02% new 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: 528 shares; 2024Q4: 505 shares; 2025Q1: 479 shares; 2025Q2: 628 shares; 2025Q3: 637 shares; 2025Q4: 889 shares; 2026Q1: 905 shares 905 $547K 0.02% +16 Timeline RDDT REDDIT INC More: the full row for REDDIT 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: 3,045 shares; 2025Q3: 4,044 shares; 2025Q4: 4,044 shares; 2026Q1: 4,044 shares 4,044 $545K 0.02% 0 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: 6,472 shares; 2024Q4: 6,224 shares; 2025Q1: 6,178 shares; 2025Q2: 6,158 shares; 2025Q3: 5,917 shares; 2025Q4: 5,655 shares; 2026Q1: 5,557 shares 5,557 $537K 0.02% -98 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: 3,115 shares; 2024Q4: 3,721 shares; 2025Q1: 3,635 shares; 2025Q2: 4,450 shares; 2025Q3: 4,131 shares; 2025Q4: 4,340 shares; 2026Q1: 4,302 shares 4,302 $517K 0.02% -38 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,245 shares; 2026Q1: 2,245 shares 2,245 $516K 0.02% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,744 shares; 2024Q4: 51,350 shares; 2025Q1: 53,027 shares; 2025Q2: 2,535 shares; 2025Q3: 2,299 shares; 2025Q4: 2,196 shares; 2026Q1: 2,045 shares 2,045 $509K 0.02% -151 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: 1,355 shares; 2024Q4: 1,509 shares; 2025Q1: 1,589 shares; 2025Q2: 1,769 shares; 2025Q3: 2,918 shares; 2025Q4: 1,640 shares; 2026Q1: 3,250 shares 3,250 $505K 0.02% +1,610 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: 610 shares; 2024Q4: 610 shares; 2025Q1: 611 shares; 2025Q2: 607 shares; 2025Q3: 697 shares; 2025Q4: 708 shares; 2026Q1: 705 shares 705 $500K 0.02% -3 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: 1,234 shares; 2024Q4: 1,213 shares; 2025Q1: 1,208 shares; 2025Q2: 1,231 shares; 2025Q3: 1,283 shares; 2025Q4: 2,211 shares; 2026Q1: 2,164 shares 2,164 $489K 0.02% -47 Timeline YOU CLEAR SECURE INC More: the full row for CLEAR SECURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,001 shares; 2025Q4: 10,001 shares; 2026Q1: 10,000 shares 10,000 $484K 0.02% -1 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,179 shares; 2024Q4: 5,900 shares; 2025Q1: 5,650 shares; 2025Q2: 5,520 shares; 2025Q3: 5,923 shares; 2025Q4: 7,080 shares; 2026Q1: 6,064 shares 6,064 $481K 0.02% -1,016 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: 11,358 shares; 2024Q4: 11,131 shares; 2025Q1: 9,842 shares; 2025Q2: 9,842 shares; 2025Q3: 9,842 shares; 2025Q4: 9,179 shares; 2026Q1: 10,005 shares 10,005 $469K 0.02% +826 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: 3,992 shares; 2024Q4: 4,107 shares; 2025Q1: 3,725 shares; 2025Q2: 3,705 shares; 2025Q3: 3,655 shares; 2025Q4: 7,671 shares; 2026Q1: 7,385 shares 7,385 $452K 0.02% -286 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,597 shares; 2025Q3: 39,232 shares; 2025Q4: 55,766 shares; 2026Q1: 15,314 shares 15,314 $444K 0.02% -40,452 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: 1,158 shares; 2025Q1: not reported; 2025Q2: 1,106 shares; 2025Q3: 1,170 shares; 2025Q4: 1,159 shares; 2026Q1: 2,123 shares 2,123 $423K 0.02% +964 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,188 shares; 2025Q4: 1,052 shares; 2026Q1: 1,462 shares 1,462 $415K 0.02% +410 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: not reported; 2024Q4: 18,069 shares; 2025Q1: 16,007 shares; 2025Q2: 16,461 shares; 2025Q3: 16,483 shares; 2025Q4: 16,507 shares; 2026Q1: 16,525 shares 16,525 $415K 0.02% +18 Timeline LUNR INTUITIVE MACHINES INC More: the full row for INTUITIVE MACHINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,743 shares; 2024Q4: 10,743 shares; 2025Q1: 36,906 shares; 2025Q2: 36,906 shares; 2025Q3: 26,906 shares; 2025Q4: 22,056 shares; 2026Q1: 22,056 shares 22,056 $409K 0.02% 0 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: 2,835 shares; 2024Q4: 2,892 shares; 2025Q1: 2,829 shares; 2025Q2: 3,187 shares; 2025Q3: 2,587 shares; 2025Q4: 3,040 shares; 2026Q1: 2,822 shares 2,822 $408K 0.02% -218 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: 5,180 shares; 2024Q4: 18,304 shares; 2025Q1: 15,397 shares; 2025Q2: 15,184 shares; 2025Q3: 15,185 shares; 2025Q4: 15,718 shares; 2026Q1: 15,842 shares 15,842 $406K 0.02% +124 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: 1,029 shares; 2024Q4: not reported; 2025Q1: 1,497 shares; 2025Q2: 1,730 shares; 2025Q3: 1,790 shares; 2025Q4: 1,852 shares; 2026Q1: 1,820 shares 1,820 $396K 0.02% -32 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,137 shares; 2024Q4: 2,137 shares; 2025Q1: 2,137 shares; 2025Q2: 2,137 shares; 2025Q3: 2,072 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $390K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 438,978 shares; 2024Q4: 445,319 shares; 2025Q1: 457,758 shares; 2025Q2: 483,679 shares; 2025Q3: 122,959 shares; 2025Q4: 13,090 shares; 2026Q1: 12,190 shares 12,190 $390K 0.02% -900 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: 4,507 shares; 2024Q4: 4,363 shares; 2025Q1: 4,591 shares; 2025Q2: 4,987 shares; 2025Q3: 4,991 shares; 2025Q4: 4,693 shares; 2026Q1: 5,113 shares 5,113 $389K 0.02% +420 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 762 shares; 2024Q4: 762 shares; 2025Q1: not reported; 2025Q2: 762 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,062 shares 1,062 $381K 0.02% 0 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: not reported; 2024Q4: 1,176 shares; 2025Q1: 1,326 shares; 2025Q2: 1,366 shares; 2025Q3: 1,490 shares; 2025Q4: 1,595 shares; 2026Q1: 1,502 shares 1,502 $364K 0.02% -93 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,147 shares; 2026Q1: 5,281 shares 5,281 $357K 0.02% +2,134 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: 8,671 shares; 2024Q4: 8,578 shares; 2025Q1: 8,531 shares; 2025Q2: 8,395 shares; 2025Q3: 8,337 shares; 2025Q4: 7,322 shares; 2026Q1: 6,012 shares 6,012 $356K 0.02% -1,310 Timeline SPSB 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: 15,412 shares; 2024Q4: 13,940 shares; 2025Q1: 13,940 shares; 2025Q2: 13,787 shares; 2025Q3: 12,709 shares; 2025Q4: 12,580 shares; 2026Q1: 11,771 shares 11,771 $354K 0.02% -809 Timeline EMF TEMPLETON EMERGING MKTS FD More: the full row for TEMPLETON EMERGING MKTS FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,081 shares; 2025Q3: 19,081 shares; 2025Q4: 19,081 shares; 2026Q1: 19,081 shares 19,081 $334K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,270 shares; 2025Q3: 3,351 shares; 2025Q4: 3,567 shares; 2026Q1: 4,291 shares 4,291 $333K 0.01% +724 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,836 shares; 2025Q1: 1,803 shares; 2025Q2: 2,067 shares; 2025Q3: 2,085 shares; 2025Q4: 2,102 shares; 2026Q1: 2,292 shares 2,292 $333K 0.01% +190 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: 854 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 945 shares; 2025Q4: 945 shares; 2026Q1: 1,070 shares 1,070 $324K 0.01% +125 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,316 shares; 2026Q1: 1,676 shares 1,676 $323K 0.01% +360 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY 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: 2,200 shares; 2026Q1: 2,200 shares 2,200 $322K 0.01% 0 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: not reported; 2024Q4: 1,711 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,444 shares; 2025Q4: 1,442 shares; 2026Q1: 2,229 shares 2,229 $317K 0.01% +787 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS 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: 8,503 shares; 2026Q1: 8,488 shares 8,488 $316K 0.01% -15 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: 538 shares; 2024Q4: 542 shares; 2025Q1: 538 shares; 2025Q2: 538 shares; 2025Q3: 551 shares; 2025Q4: 566 shares; 2026Q1: 551 shares 551 $310K 0.01% -15 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,959 shares 2,959 $309K 0.01% new Timeline FAN 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: 12,166 shares; 2024Q4: 12,706 shares; 2025Q1: 12,672 shares; 2025Q2: 12,672 shares; 2025Q3: 12,442 shares; 2025Q4: 12,442 shares; 2026Q1: 12,442 shares 12,442 $308K 0.01% 0 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,419 shares; 2024Q4: 1,419 shares; 2025Q1: 1,419 shares; 2025Q2: 1,419 shares; 2025Q3: 1,419 shares; 2025Q4: 1,419 shares; 2026Q1: 1,419 shares 1,419 $306K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR 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: 3,772 shares 3,772 $294K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,537 shares; 2024Q4: 6,037 shares; 2025Q1: 6,033 shares; 2025Q2: 5,569 shares; 2025Q3: 5,520 shares; 2025Q4: 5,768 shares; 2026Q1: 6,004 shares 6,004 $294K 0.01% +236 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,065 shares; 2024Q4: 7,065 shares; 2025Q1: 7,185 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,142 shares; 2026Q1: 7,065 shares 7,065 $290K 0.01% -77 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,093 shares; 2024Q4: 1,093 shares; 2025Q1: 1,093 shares; 2025Q2: 1,093 shares; 2025Q3: 2,165 shares; 2025Q4: 1,104 shares; 2026Q1: 981 shares 981 $285K 0.01% -123 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,423 shares; 2025Q4: 1,368 shares; 2026Q1: 1,347 shares 1,347 $274K 0.01% -21 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,400 shares; 2025Q1: 5,400 shares; 2025Q2: 5,400 shares; 2025Q3: 5,400 shares; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares 5,400 $274K 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,891 shares 2,891 $268K 0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 506 shares; 2025Q1: 515 shares; 2025Q2: 543 shares; 2025Q3: 544 shares; 2025Q4: 551 shares; 2026Q1: 551 shares 551 $267K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,089 shares; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $266K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,190 shares; 2025Q3: not reported; 2025Q4: 10,526 shares; 2026Q1: 9,189 shares 9,189 $258K 0.01% -1,337 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,775 shares; 2026Q1: 1,747 shares 1,747 $256K 0.01% -28 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES 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: 3,753 shares 3,753 $250K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,055 shares; 2025Q4: 1,079 shares; 2026Q1: 1,079 shares 1,079 $249K 0.01% 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: 3,862 shares; 2024Q4: not reported; 2025Q1: 3,962 shares; 2025Q2: 3,966 shares; 2025Q3: 4,034 shares; 2025Q4: 3,833 shares; 2026Q1: 3,867 shares 3,867 $248K 0.01% +34 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,915 shares; 2025Q2: 556 shares; 2025Q3: 556 shares; 2025Q4: 533 shares; 2026Q1: 533 shares 533 $247K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,372 shares; 2024Q4: 5,372 shares; 2025Q1: 5,372 shares; 2025Q2: 5,372 shares; 2025Q3: 5,242 shares; 2025Q4: 5,242 shares; 2026Q1: 5,242 shares 5,242 $246K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,835 shares; 2026Q1: 5,235 shares 5,235 $246K 0.01% -1,600 Timeline TDF TEMPLETON DRAGON FD INC More: the full row for TEMPLETON DRAGON FD 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: 22,865 shares; 2025Q3: 22,865 shares; 2025Q4: 22,865 shares; 2026Q1: 22,865 shares 22,865 $243K 0.01% 0 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: 2,588 shares; 2024Q4: 12,249 shares; 2025Q1: 7,823 shares; 2025Q2: 7,835 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,905 shares 7,905 $243K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 840 shares; 2025Q4: 787 shares; 2026Q1: 776 shares 776 $241K 0.01% -11 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,677 shares; 2024Q4: 21,656 shares; 2025Q1: 914 shares; 2025Q2: 813 shares; 2025Q3: 885 shares; 2025Q4: 894 shares; 2026Q1: 884 shares 884 $236K 0.01% -10 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,848 shares; 2025Q3: 4,737 shares; 2025Q4: 5,119 shares; 2026Q1: 5,097 shares 5,097 $234K 0.01% -22 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: 660 shares 660 $226K 0.01% new 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: 68,015 shares; 2024Q4: 67,612 shares; 2025Q1: 65,697 shares; 2025Q2: 63,177 shares; 2025Q3: 56,254 shares; 2025Q4: 50,525 shares; 2026Q1: 1,150 shares 1,150 $223K 0.01% -49,375 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,362 shares 1,362 $220K 0.01% new 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: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: not reported; 2025Q2: 1,326 shares; 2025Q3: 1,209 shares; 2025Q4: 1,440 shares; 2026Q1: 1,437 shares 1,437 $211K 0.01% -3 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 884 shares; 2025Q1: not reported; 2025Q2: 884 shares; 2025Q3: 884 shares; 2025Q4: 884 shares; 2026Q1: 884 shares 884 $207K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,821 shares 1,821 $207K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,222 shares 8,222 $203K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,605 shares 4,605 $203K 0.01% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 974 shares 974 $201K 0.01% new Timeline UAMY UNITED STATES ANTIMONY CORP More: the full row for UNITED STATES ANTIMONY 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: 16,669 shares; 2025Q4: 16,029 shares; 2026Q1: 18,145 shares 18,145 $158K 0.01% +2,116 Timeline