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: 325,855 shares; 2024Q4: 325,864 shares; 2025Q1: 328,664 shares; 2025Q2: 328,690 shares; 2025Q3: 328,481 shares; 2025Q4: 328,037 shares; 2026Q1: 327,576 shares 327,576 $301M 34.63% -461 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,224,848 shares; 2024Q4: 1,312,892 shares; 2025Q1: 1,377,498 shares; 2025Q2: 1,404,967 shares; 2025Q3: 1,438,524 shares; 2025Q4: 1,458,188 shares; 2026Q1: 1,528,044 shares 1,528,044 $59.5M 6.84% +69,856 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621,954 shares; 2024Q4: 639,565 shares; 2025Q1: 658,251 shares; 2025Q2: 646,226 shares; 2025Q3: 661,268 shares; 2025Q4: 691,896 shares; 2026Q1: 703,776 shares 703,776 $35.1M 4.04% +11,880 Timeline DFAE 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: 551,266 shares; 2024Q4: 564,450 shares; 2025Q1: 585,366 shares; 2025Q2: 583,847 shares; 2025Q3: 634,028 shares; 2025Q4: 739,164 shares; 2026Q1: 773,996 shares 773,996 $26.2M 3.01% +34,832 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: 80,380 shares; 2024Q4: 80,621 shares; 2025Q1: 80,889 shares; 2025Q2: 80,249 shares; 2025Q3: 79,388 shares; 2025Q4: 77,747 shares; 2026Q1: 76,889 shares 76,889 $19.5M 2.24% -858 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,732 shares; 2025Q4: 159,661 shares; 2026Q1: 172,112 shares 172,112 $17.2M 1.98% +12,451 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: 118,767 shares; 2024Q4: 120,012 shares; 2025Q1: 120,540 shares; 2025Q2: 120,993 shares; 2025Q3: 121,699 shares; 2025Q4: 122,227 shares; 2026Q1: 123,400 shares 123,400 $13.7M 1.58% +1,173 Timeline IMCG 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: 87,844 shares; 2024Q4: 92,209 shares; 2025Q1: 151,151 shares; 2025Q2: 151,145 shares; 2025Q3: 155,160 shares; 2025Q4: 159,323 shares; 2026Q1: 165,140 shares 165,140 $13M 1.5% +5,817 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: 17,963 shares; 2024Q4: 18,246 shares; 2025Q1: 19,513 shares; 2025Q2: 19,488 shares; 2025Q3: 19,395 shares; 2025Q4: 19,060 shares; 2026Q1: 19,331 shares 19,331 $12.6M 1.45% +271 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: 34,196 shares; 2024Q4: 33,928 shares; 2025Q1: 33,421 shares; 2025Q2: 33,452 shares; 2025Q3: 33,932 shares; 2025Q4: 33,631 shares; 2026Q1: 33,704 shares 33,704 $12.5M 1.43% +73 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,707 shares; 2024Q4: 279,888 shares; 2025Q1: 282,203 shares; 2025Q2: 278,912 shares; 2025Q3: 287,390 shares; 2025Q4: 281,826 shares; 2026Q1: 289,582 shares 289,582 $11.6M 1.34% +7,756 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 202,649 shares; 2024Q4: 201,909 shares; 2025Q1: 214,967 shares; 2025Q2: 215,515 shares; 2025Q3: 208,014 shares; 2025Q4: 228,099 shares; 2026Q1: 253,475 shares 253,475 $10.1M 1.16% +25,376 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240,901 shares; 2024Q4: 238,117 shares; 2025Q1: 238,117 shares; 2025Q2: 237,717 shares; 2025Q3: 237,717 shares; 2025Q4: 236,921 shares; 2026Q1: 235,927 shares 235,927 $9.39M 1.08% -994 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: 31,075 shares; 2024Q4: 30,844 shares; 2025Q1: 31,075 shares; 2025Q2: 30,980 shares; 2025Q3: 31,379 shares; 2025Q4: 31,717 shares; 2026Q1: 31,500 shares 31,500 $9.27M 1.07% -217 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: 18,377 shares; 2024Q4: 18,275 shares; 2025Q1: 18,225 shares; 2025Q2: 18,465 shares; 2025Q3: 18,884 shares; 2025Q4: 18,671 shares; 2026Q1: 18,486 shares 18,486 $8.86M 1.02% -185 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: 12,257 shares; 2024Q4: 10,818 shares; 2025Q1: 10,865 shares; 2025Q2: 10,915 shares; 2025Q3: 11,398 shares; 2025Q4: 11,239 shares; 2026Q1: 11,889 shares 11,889 $7.77M 0.89% +650 Timeline IMCV 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: 67,089 shares; 2024Q4: 72,096 shares; 2025Q1: 74,804 shares; 2025Q2: 75,666 shares; 2025Q3: 81,837 shares; 2025Q4: 86,288 shares; 2026Q1: 91,324 shares 91,324 $7.74M 0.89% +5,036 Timeline FYC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,975 shares; 2024Q4: 53,636 shares; 2025Q1: 71,104 shares; 2025Q2: 71,129 shares; 2025Q3: 73,630 shares; 2025Q4: 74,442 shares; 2026Q1: 77,173 shares 77,173 $7.48M 0.86% +2,731 Timeline FLV 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: 61,407 shares; 2024Q4: 61,190 shares; 2025Q1: 69,745 shares; 2025Q2: 72,790 shares; 2025Q3: 79,450 shares; 2025Q4: 82,767 shares; 2026Q1: 88,099 shares 88,099 $6.76M 0.78% +5,332 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: 20,342 shares; 2024Q4: 20,574 shares; 2025Q1: 21,081 shares; 2025Q2: 21,082 shares; 2025Q3: 20,982 shares; 2025Q4: 21,050 shares; 2026Q1: 21,117 shares 21,117 $6.07M 0.7% +67 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: 53,235 shares; 2024Q4: 54,613 shares; 2025Q1: 55,077 shares; 2025Q2: 55,405 shares; 2025Q3: 54,352 shares; 2025Q4: 77,550 shares; 2026Q1: 75,457 shares 75,457 $5.98M 0.69% -2,093 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: 11,868 shares; 2024Q4: 11,276 shares; 2025Q1: 10,263 shares; 2025Q2: 10,624 shares; 2025Q3: 10,330 shares; 2025Q4: 17,293 shares; 2026Q1: 17,321 shares 17,321 $5.56M 0.64% +28 Timeline ISCF 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: 111,857 shares; 2024Q4: 121,152 shares; 2025Q1: 123,968 shares; 2025Q2: 123,178 shares; 2025Q3: 122,060 shares; 2025Q4: 120,960 shares; 2026Q1: 121,055 shares 121,055 $5.06M 0.58% +95 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: not reported; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 7 shares; 2025Q3: 7 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.58% 0 Timeline IMCB 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: 31,593 shares; 2024Q4: 40,210 shares; 2025Q1: 46,481 shares; 2025Q2: 47,512 shares; 2025Q3: 50,302 shares; 2025Q4: 53,735 shares; 2026Q1: 59,645 shares 59,645 $4.98M 0.57% +5,910 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: 63,054 shares; 2024Q4: 67,705 shares; 2025Q1: 83,193 shares; 2025Q2: 80,327 shares; 2025Q3: 79,607 shares; 2025Q4: 77,735 shares; 2026Q1: 77,825 shares 77,825 $4.87M 0.56% +90 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,910 shares; 2024Q4: 28,382 shares; 2025Q1: 46,719 shares; 2025Q2: 50,235 shares; 2025Q3: 60,415 shares; 2025Q4: 66,539 shares; 2026Q1: 75,161 shares 75,161 $4.69M 0.54% +8,622 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: 79,942 shares; 2024Q4: 83,230 shares; 2025Q1: 85,355 shares; 2025Q2: 85,441 shares; 2025Q3: 86,418 shares; 2025Q4: 87,416 shares; 2026Q1: 87,418 shares 87,418 $4.61M 0.53% +2 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: 23,934 shares; 2024Q4: 23,099 shares; 2025Q1: 22,388 shares; 2025Q2: 23,186 shares; 2025Q3: 25,048 shares; 2025Q4: 25,215 shares; 2026Q1: 25,258 shares 25,258 $4.4M 0.51% +43 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: 16,564 shares; 2024Q4: 16,582 shares; 2025Q1: 16,609 shares; 2025Q2: 16,605 shares; 2025Q3: 16,500 shares; 2025Q4: 14,820 shares; 2026Q1: 14,790 shares 14,790 $4.24M 0.49% -30 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: 29,151 shares; 2024Q4: 36,765 shares; 2025Q1: 34,634 shares; 2025Q2: 35,209 shares; 2025Q3: 36,693 shares; 2025Q4: 40,210 shares; 2026Q1: 42,895 shares 42,895 $4.17M 0.48% +2,685 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: 22,619 shares; 2024Q4: 21,683 shares; 2025Q1: 21,632 shares; 2025Q2: 21,554 shares; 2025Q3: 22,354 shares; 2025Q4: 23,993 shares; 2026Q1: 23,917 shares 23,917 $4.06M 0.47% -76 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,613 shares; 2024Q4: 6,579 shares; 2025Q1: 6,635 shares; 2025Q2: 7,158 shares; 2025Q3: 7,141 shares; 2025Q4: 7,112 shares; 2026Q1: 6,763 shares 6,763 $3.64M 0.42% -349 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 231,458 shares; 2024Q4: 226,252 shares; 2025Q1: 226,659 shares; 2025Q2: 226,094 shares; 2025Q3: 216,931 shares; 2025Q4: 188,064 shares; 2026Q1: 166,527 shares 166,527 $3.64M 0.42% -21,537 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,713 shares; 2024Q4: 4,859 shares; 2025Q1: 4,859 shares; 2025Q2: 4,859 shares; 2025Q3: 5,360 shares; 2025Q4: 8,354 shares; 2026Q1: 8,319 shares 8,319 $3.58M 0.41% -35 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,540 shares; 2025Q3: 22,614 shares; 2025Q4: 164,779 shares; 2026Q1: 34,807 shares 34,807 $3.52M 0.4% -129,972 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: 19,187 shares; 2024Q4: 19,537 shares; 2025Q1: 19,543 shares; 2025Q2: 19,172 shares; 2025Q3: 19,066 shares; 2025Q4: 17,647 shares; 2026Q1: 17,902 shares 17,902 $3.43M 0.39% +255 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: 2,978 shares; 2024Q4: 2,952 shares; 2025Q1: 3,248 shares; 2025Q2: 3,877 shares; 2025Q3: 4,158 shares; 2025Q4: 5,118 shares; 2026Q1: 5,462 shares 5,462 $3.26M 0.38% +344 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: 13,905 shares; 2024Q4: 14,878 shares; 2025Q1: 14,751 shares; 2025Q2: 13,878 shares; 2025Q3: 14,212 shares; 2025Q4: 13,298 shares; 2026Q1: 13,199 shares 13,199 $3.23M 0.37% -99 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,051 shares; 2024Q4: 49,619 shares; 2025Q1: 53,240 shares; 2025Q2: 52,280 shares; 2025Q3: 52,291 shares; 2025Q4: 60,711 shares; 2026Q1: 64,776 shares 64,776 $3.16M 0.36% +4,065 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: 26,823 shares; 2024Q4: 25,813 shares; 2025Q1: 25,915 shares; 2025Q2: 25,865 shares; 2025Q3: 26,081 shares; 2025Q4: 25,345 shares; 2026Q1: 25,279 shares 25,279 $3.14M 0.36% -66 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: 9,398 shares; 2024Q4: 9,727 shares; 2025Q1: 9,713 shares; 2025Q2: 9,276 shares; 2025Q3: 9,315 shares; 2025Q4: 9,230 shares; 2026Q1: 9,160 shares 9,160 $3.13M 0.36% -70 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: 12,224 shares; 2024Q4: 13,655 shares; 2025Q1: 12,662 shares; 2025Q2: 12,027 shares; 2025Q3: 12,029 shares; 2025Q4: 11,984 shares; 2026Q1: 11,924 shares 11,924 $2.96M 0.34% -60 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: 12,779 shares; 2024Q4: 13,356 shares; 2025Q1: 14,008 shares; 2025Q2: 13,957 shares; 2025Q3: 14,234 shares; 2025Q4: 13,880 shares; 2026Q1: 14,091 shares 14,091 $2.93M 0.34% +211 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,273 shares; 2024Q4: 81,834 shares; 2025Q1: 81,834 shares; 2025Q2: 81,834 shares; 2025Q3: 82,306 shares; 2025Q4: 82,306 shares; 2026Q1: 81,624 shares 81,624 $2.75M 0.32% -682 Timeline QGRO 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: 23,131 shares; 2024Q4: 22,539 shares; 2025Q1: 24,128 shares; 2025Q2: 24,485 shares; 2025Q3: 24,593 shares; 2025Q4: 24,746 shares; 2026Q1: 25,184 shares 25,184 $2.65M 0.3% +438 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: 21,956 shares; 2024Q4: 24,781 shares; 2025Q1: 24,805 shares; 2025Q2: 24,936 shares; 2025Q3: 26,439 shares; 2025Q4: 26,649 shares; 2026Q1: 26,857 shares 26,857 $2.61M 0.3% +208 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: 12,302 shares; 2024Q4: 12,477 shares; 2025Q1: 12,544 shares; 2025Q2: 12,567 shares; 2025Q3: 12,597 shares; 2025Q4: 11,724 shares; 2026Q1: 11,748 shares 11,748 $2.56M 0.29% +24 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: 30,835 shares; 2024Q4: 30,235 shares; 2025Q1: 30,581 shares; 2025Q2: 29,990 shares; 2025Q3: 30,272 shares; 2025Q4: 29,602 shares; 2026Q1: 29,555 shares 29,555 $2.29M 0.26% -47 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: 28,881 shares; 2024Q4: 29,500 shares; 2025Q1: 33,788 shares; 2025Q2: 35,152 shares; 2025Q3: 35,699 shares; 2025Q4: 39,215 shares; 2026Q1: 46,847 shares 46,847 $2.26M 0.26% +7,632 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: 33,235 shares; 2024Q4: 34,144 shares; 2025Q1: 34,377 shares; 2025Q2: 34,007 shares; 2025Q3: 34,002 shares; 2025Q4: 32,833 shares; 2026Q1: 33,494 shares 33,494 $2.26M 0.26% +661 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: 15,592 shares; 2024Q4: 15,498 shares; 2025Q1: 15,541 shares; 2025Q2: 15,498 shares; 2025Q3: 15,972 shares; 2025Q4: 15,366 shares; 2026Q1: 15,315 shares 15,315 $2.25M 0.26% -51 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: 5,756 shares; 2024Q4: 5,681 shares; 2025Q1: 6,701 shares; 2025Q2: 6,672 shares; 2025Q3: 6,824 shares; 2025Q4: 7,131 shares; 2026Q1: 7,118 shares 7,118 $2.21M 0.25% -13 Timeline GSPY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,830 shares; 2024Q4: 59,205 shares; 2025Q1: 62,375 shares; 2025Q2: 62,139 shares; 2025Q3: 62,055 shares; 2025Q4: 59,181 shares; 2026Q1: 58,145 shares 58,145 $2.06M 0.24% -1,036 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,647 shares; 2024Q4: 47,670 shares; 2025Q1: 43,733 shares; 2025Q2: 42,865 shares; 2025Q3: 42,219 shares; 2025Q4: 51,151 shares; 2026Q1: 56,626 shares 56,626 $2.03M 0.23% +5,475 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,900 shares; 2024Q4: 16,900 shares; 2025Q1: 16,900 shares; 2025Q2: 16,900 shares; 2025Q3: 15,700 shares; 2025Q4: 15,700 shares; 2026Q1: 15,700 shares 15,700 $2.01M 0.23% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,920 shares; 2024Q4: 29,029 shares; 2025Q1: 29,246 shares; 2025Q2: 29,203 shares; 2025Q3: 29,088 shares; 2025Q4: 29,083 shares; 2026Q1: 29,394 shares 29,394 $2.01M 0.23% +311 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: 4,562 shares; 2024Q4: 4,522 shares; 2025Q1: 4,578 shares; 2025Q2: 4,574 shares; 2025Q3: 4,551 shares; 2025Q4: 4,471 shares; 2026Q1: 4,483 shares 4,483 $1.96M 0.23% +12 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: 12,480 shares; 2024Q4: 12,351 shares; 2025Q1: 12,249 shares; 2025Q2: 12,251 shares; 2025Q3: 12,490 shares; 2025Q4: 12,490 shares; 2026Q1: 12,430 shares 12,430 $1.93M 0.22% -60 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: 4,375 shares; 2024Q4: 4,197 shares; 2025Q1: 4,197 shares; 2025Q2: 4,305 shares; 2025Q3: 4,284 shares; 2025Q4: 4,464 shares; 2026Q1: 4,497 shares 4,497 $1.92M 0.22% +33 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: 23,045 shares; 2024Q4: 22,678 shares; 2025Q1: 22,782 shares; 2025Q2: 22,672 shares; 2025Q3: 23,346 shares; 2025Q4: 24,771 shares; 2026Q1: 24,771 shares 24,771 $1.88M 0.22% 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: 8,504 shares; 2024Q4: 8,497 shares; 2025Q1: 8,516 shares; 2025Q2: 8,520 shares; 2025Q3: 8,842 shares; 2025Q4: 8,806 shares; 2026Q1: 8,812 shares 8,812 $1.82M 0.21% +6 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: 5,395 shares; 2024Q4: 5,419 shares; 2025Q1: 5,520 shares; 2025Q2: 5,537 shares; 2025Q3: 5,571 shares; 2025Q4: 5,548 shares; 2026Q1: 5,516 shares 5,516 $1.81M 0.21% -32 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: 6,232 shares; 2024Q4: 6,277 shares; 2025Q1: 6,286 shares; 2025Q2: 6,296 shares; 2025Q3: 6,299 shares; 2025Q4: 23,834 shares; 2026Q1: 23,849 shares 23,849 $1.79M 0.21% +15 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: not reported; 2024Q4: not reported; 2025Q1: 22,955 shares; 2025Q2: 31,575 shares; 2025Q3: 37,460 shares; 2025Q4: 76,993 shares; 2026Q1: 77,234 shares 77,234 $1.77M 0.2% +241 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: 2,806 shares; 2024Q4: 2,937 shares; 2025Q1: 2,936 shares; 2025Q2: 2,922 shares; 2025Q3: 3,011 shares; 2025Q4: 3,061 shares; 2026Q1: 3,014 shares 3,014 $1.72M 0.2% -47 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,138 shares; 2024Q4: 40,138 shares; 2025Q1: 40,086 shares; 2025Q2: 40,086 shares; 2025Q3: 39,213 shares; 2025Q4: 39,213 shares; 2026Q1: 39,213 shares 39,213 $1.69M 0.19% 0 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,383 shares; 2024Q4: 57,663 shares; 2025Q1: 43,753 shares; 2025Q2: 39,302 shares; 2025Q3: 38,415 shares; 2025Q4: 38,290 shares; 2026Q1: 37,429 shares 37,429 $1.68M 0.19% -861 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: 12,322 shares; 2024Q4: 12,430 shares; 2025Q1: 11,933 shares; 2025Q2: 11,946 shares; 2025Q3: 12,578 shares; 2025Q4: 30,365 shares; 2026Q1: 30,356 shares 30,356 $1.64M 0.19% -9 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,680 shares; 2024Q4: 14,387 shares; 2025Q1: 13,987 shares; 2025Q2: 13,887 shares; 2025Q3: 13,440 shares; 2025Q4: 12,445 shares; 2026Q1: 15,680 shares 15,680 $1.58M 0.18% +3,235 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: 12,174 shares; 2024Q4: 12,224 shares; 2025Q1: 12,275 shares; 2025Q2: 11,692 shares; 2025Q3: 12,106 shares; 2025Q4: 12,106 shares; 2026Q1: 10,602 shares 10,602 $1.53M 0.18% -1,504 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,444 shares; 2024Q4: 3,252 shares; 2025Q1: 3,252 shares; 2025Q2: 3,216 shares; 2025Q3: 3,231 shares; 2025Q4: 3,245 shares; 2026Q1: 3,245 shares 3,245 $1.5M 0.17% 0 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: 10,585 shares; 2024Q4: 10,874 shares; 2025Q1: 10,992 shares; 2025Q2: 11,007 shares; 2025Q3: 10,335 shares; 2025Q4: 10,314 shares; 2026Q1: 10,170 shares 10,170 $1.48M 0.17% -144 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: 6,095 shares; 2024Q4: 6,092 shares; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares; 2025Q3: 6,460 shares; 2025Q4: 6,461 shares; 2026Q1: 6,432 shares 6,432 $1.45M 0.17% -29 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,618 shares; 2024Q4: 7,618 shares; 2025Q1: 7,558 shares; 2025Q2: 7,558 shares; 2025Q3: 7,833 shares; 2025Q4: 7,875 shares; 2026Q1: 7,718 shares 7,718 $1.44M 0.17% -157 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,114 shares; 2024Q4: 29,719 shares; 2025Q1: 30,256 shares; 2025Q2: 31,295 shares; 2025Q3: 32,035 shares; 2025Q4: 32,169 shares; 2026Q1: 32,466 shares 32,466 $1.43M 0.16% +297 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,597 shares; 2024Q4: 37,545 shares; 2025Q1: 37,545 shares; 2025Q2: 37,124 shares; 2025Q3: 36,171 shares; 2025Q4: 36,171 shares; 2026Q1: 36,171 shares 36,171 $1.38M 0.16% 0 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: 1,885 shares; 2024Q4: 1,900 shares; 2025Q1: 1,948 shares; 2025Q2: 1,923 shares; 2025Q3: 1,949 shares; 2025Q4: 1,958 shares; 2026Q1: 1,941 shares 1,941 $1.38M 0.16% -17 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,545 shares; 2024Q4: 5,505 shares; 2025Q1: 5,546 shares; 2025Q2: 5,549 shares; 2025Q3: 5,761 shares; 2025Q4: 5,847 shares; 2026Q1: 5,813 shares 5,813 $1.37M 0.16% -34 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: 15,506 shares; 2024Q4: 15,241 shares; 2025Q1: 14,140 shares; 2025Q2: 14,140 shares; 2025Q3: 14,151 shares; 2025Q4: 14,109 shares; 2026Q1: 14,002 shares 14,002 $1.35M 0.16% -107 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: 15,462 shares; 2024Q4: 18,805 shares; 2025Q1: 19,439 shares; 2025Q2: 19,063 shares; 2025Q3: 19,101 shares; 2025Q4: 18,771 shares; 2026Q1: 21,099 shares 21,099 $1.35M 0.15% +2,328 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: 5,484 shares; 2024Q4: 4,179 shares; 2025Q1: 3,867 shares; 2025Q2: 3,593 shares; 2025Q3: 3,597 shares; 2025Q4: 3,526 shares; 2026Q1: 3,513 shares 3,513 $1.31M 0.15% -13 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: 4,340 shares; 2024Q4: 4,333 shares; 2025Q1: 4,336 shares; 2025Q2: 4,340 shares; 2025Q3: 4,344 shares; 2025Q4: 4,462 shares; 2026Q1: 4,245 shares 4,245 $1.28M 0.15% -217 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,634 shares; 2024Q4: 17,144 shares; 2025Q1: 17,185 shares; 2025Q2: 17,668 shares; 2025Q3: 17,244 shares; 2025Q4: 16,362 shares; 2026Q1: 16,375 shares 16,375 $1.26M 0.15% +13 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,230 shares; 2024Q4: 17,270 shares; 2025Q1: 17,367 shares; 2025Q2: 17,456 shares; 2025Q3: 17,460 shares; 2025Q4: 17,463 shares; 2026Q1: 17,666 shares 17,666 $1.26M 0.14% +203 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: 5,510 shares; 2024Q4: 5,519 shares; 2025Q1: 5,519 shares; 2025Q2: 5,519 shares; 2025Q3: 6,201 shares; 2025Q4: 6,418 shares; 2026Q1: 6,466 shares 6,466 $1.25M 0.14% +48 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: 7,828 shares; 2025Q1: 7,777 shares; 2025Q2: 7,777 shares; 2025Q3: 8,901 shares; 2025Q4: 9,041 shares; 2026Q1: 8,454 shares 8,454 $1.24M 0.14% -587 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,318 shares; 2024Q4: 30,190 shares; 2025Q1: 30,190 shares; 2025Q2: 27,641 shares; 2025Q3: 27,641 shares; 2025Q4: 27,641 shares; 2026Q1: 26,791 shares 26,791 $1.23M 0.14% -850 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,018 shares; 2024Q4: 75,952 shares; 2025Q1: 76,444 shares; 2025Q2: 76,444 shares; 2025Q3: 76,879 shares; 2025Q4: 77,313 shares; 2026Q1: 77,746 shares 77,746 $1.22M 0.14% +433 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: 4,347 shares; 2024Q4: 4,404 shares; 2025Q1: 4,404 shares; 2025Q2: 4,503 shares; 2025Q3: 4,749 shares; 2025Q4: 5,196 shares; 2026Q1: 5,388 shares 5,388 $1.15M 0.13% +192 Timeline AVLV 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: not reported; 2026Q1: 14,145 shares 14,145 $1.14M 0.13% new 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: 4,942 shares; 2024Q4: 5,735 shares; 2025Q1: 5,635 shares; 2025Q2: 5,646 shares; 2025Q3: 5,653 shares; 2025Q4: 5,715 shares; 2026Q1: 5,713 shares 5,713 $1.12M 0.13% -2 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: 2,708 shares; 2024Q4: 3,354 shares; 2025Q1: 4,680 shares; 2025Q2: 3,933 shares; 2025Q3: 4,015 shares; 2025Q4: 4,255 shares; 2026Q1: 4,263 shares 4,263 $1.12M 0.13% +8 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,122 shares; 2025Q1: not reported; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 9,354 shares; 2026Q1: 9,354 shares 9,354 $1.11M 0.13% 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: 1,099 shares; 2024Q4: 1,161 shares; 2025Q1: 1,139 shares; 2025Q2: 1,100 shares; 2025Q3: 1,190 shares; 2025Q4: 1,088 shares; 2026Q1: 1,059 shares 1,059 $1.06M 0.12% -29 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: 33,895 shares; 2024Q4: 36,005 shares; 2025Q1: 36,410 shares; 2025Q2: 28,964 shares; 2025Q3: 28,847 shares; 2025Q4: 23,983 shares; 2026Q1: 23,429 shares 23,429 $1.03M 0.12% -554 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,840 shares; 2024Q4: 24,067 shares; 2025Q1: 24,067 shares; 2025Q2: 24,067 shares; 2025Q3: 23,831 shares; 2025Q4: 23,831 shares; 2026Q1: 23,831 shares 23,831 $1.03M 0.12% 0 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: 3,153 shares; 2024Q4: 3,254 shares; 2025Q1: 3,438 shares; 2025Q2: 3,307 shares; 2025Q3: 3,425 shares; 2025Q4: 3,283 shares; 2026Q1: 3,288 shares 3,288 $1.02M 0.12% +5 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: 827 shares; 2024Q4: 828 shares; 2025Q1: 895 shares; 2025Q2: 895 shares; 2025Q3: 974 shares; 2025Q4: 1,444 shares; 2026Q1: 1,454 shares 1,454 $1.01M 0.12% +10 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: 7,018 shares; 2024Q4: 20,908 shares; 2025Q1: 20,883 shares; 2025Q2: 20,510 shares; 2025Q3: 20,326 shares; 2025Q4: 33,075 shares; 2026Q1: 32,984 shares 32,984 $1.01M 0.12% -91 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,750 shares; 2026Q1: 35,995 shares 35,995 $1M 0.12% +23,245 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: 4,353 shares; 2024Q4: 4,360 shares; 2025Q1: 4,361 shares; 2025Q2: 4,534 shares; 2025Q3: 4,540 shares; 2025Q4: 4,895 shares; 2026Q1: 5,210 shares 5,210 $988K 0.11% +315 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,733 shares; 2024Q4: 21,520 shares; 2025Q1: 20,993 shares; 2025Q2: 20,926 shares; 2025Q3: 20,451 shares; 2025Q4: 20,451 shares; 2026Q1: 21,231 shares 21,231 $979K 0.11% +780 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,250 shares; 2024Q4: 23,250 shares; 2025Q1: 23,250 shares; 2025Q2: 23,250 shares; 2025Q3: 22,750 shares; 2025Q4: 23,667 shares; 2026Q1: 23,667 shares 23,667 $967K 0.11% 0 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,597 shares; 2024Q4: 14,210 shares; 2025Q1: 14,403 shares; 2025Q2: 14,736 shares; 2025Q3: 14,766 shares; 2025Q4: 14,766 shares; 2026Q1: 16,177 shares 16,177 $955K 0.11% +1,411 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: 5,682 shares; 2024Q4: 5,560 shares; 2025Q1: 5,560 shares; 2025Q2: 5,560 shares; 2025Q3: 5,598 shares; 2025Q4: 5,762 shares; 2026Q1: 5,764 shares 5,764 $953K 0.11% +2 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: 4,649 shares; 2024Q4: 4,650 shares; 2025Q1: 4,670 shares; 2025Q2: 4,670 shares; 2025Q3: 4,681 shares; 2025Q4: 4,682 shares; 2026Q1: 4,683 shares 4,683 $952K 0.11% +1 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: 2,956 shares; 2024Q4: 2,832 shares; 2025Q1: 2,850 shares; 2025Q2: 2,901 shares; 2025Q3: 3,096 shares; 2025Q4: 3,133 shares; 2026Q1: 3,135 shares 3,135 $947K 0.11% +2 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: 29,495 shares; 2024Q4: 34,824 shares; 2025Q1: 36,774 shares; 2025Q2: 36,469 shares; 2025Q3: 35,048 shares; 2025Q4: 33,514 shares; 2026Q1: 33,377 shares 33,377 $937K 0.11% -137 Timeline IWP 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: 6,864 shares; 2024Q4: 6,992 shares; 2025Q1: 7,269 shares; 2025Q2: 7,197 shares; 2025Q3: 7,283 shares; 2025Q4: 7,391 shares; 2026Q1: 7,189 shares 7,189 $921K 0.11% -202 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,053 shares; 2024Q4: 13,053 shares; 2025Q1: 13,053 shares; 2025Q2: 13,053 shares; 2025Q3: 14,560 shares; 2025Q4: 14,618 shares; 2026Q1: 14,618 shares 14,618 $917K 0.11% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,874 shares; 2024Q4: 35,649 shares; 2025Q1: 35,694 shares; 2025Q2: 35,738 shares; 2025Q3: 35,781 shares; 2025Q4: 35,827 shares; 2026Q1: 35,869 shares 35,869 $900K 0.1% +42 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,193 shares; 2024Q4: 2,194 shares; 2025Q1: 2,195 shares; 2025Q2: 2,196 shares; 2025Q3: 2,372 shares; 2025Q4: 2,506 shares; 2026Q1: 2,507 shares 2,507 $861K 0.1% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,539 shares; 2024Q4: 2,595 shares; 2025Q1: 2,602 shares; 2025Q2: 2,602 shares; 2025Q3: 2,604 shares; 2025Q4: 2,779 shares; 2026Q1: 2,727 shares 2,727 $856K 0.1% -52 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: 11,722 shares; 2024Q4: 11,681 shares; 2025Q1: 11,767 shares; 2025Q2: 11,681 shares; 2025Q3: 11,681 shares; 2025Q4: 11,181 shares; 2026Q1: 9,181 shares 9,181 $853K 0.1% -2,000 Timeline IUSG 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: 5,397 shares; 2024Q4: 5,379 shares; 2025Q1: 5,379 shares; 2025Q2: 5,379 shares; 2025Q3: 5,379 shares; 2025Q4: 5,379 shares; 2026Q1: 5,379 shares 5,379 $834K 0.1% 0 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: 6,466 shares; 2024Q4: 6,473 shares; 2025Q1: 6,537 shares; 2025Q2: 6,442 shares; 2025Q3: 6,921 shares; 2025Q4: 6,925 shares; 2026Q1: 6,929 shares 6,929 $833K 0.1% +4 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,695 shares; 2026Q1: 10,595 shares 10,595 $831K 0.1% -100 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: 9,174 shares; 2024Q4: 9,199 shares; 2025Q1: 9,233 shares; 2025Q2: 9,262 shares; 2025Q3: 9,291 shares; 2025Q4: 9,380 shares; 2026Q1: 9,351 shares 9,351 $829K 0.1% -29 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,965 shares; 2024Q4: 21,965 shares; 2025Q1: 21,965 shares; 2025Q2: 21,965 shares; 2025Q3: 21,965 shares; 2025Q4: 20,713 shares; 2026Q1: 26,557 shares 26,557 $809K 0.09% +5,844 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970 shares; 2024Q4: 970 shares; 2025Q1: 970 shares; 2025Q2: 14,550 shares; 2025Q3: 14,775 shares; 2025Q4: 8,711 shares; 2026Q1: 8,711 shares 8,711 $804K 0.09% 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: 12,858 shares; 2024Q4: 13,458 shares; 2025Q1: 13,440 shares; 2025Q2: 13,607 shares; 2025Q3: 13,879 shares; 2025Q4: 16,204 shares; 2026Q1: 16,272 shares 16,272 $793K 0.09% +68 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,765 shares; 2024Q4: 3,521 shares; 2025Q1: 2,961 shares; 2025Q2: 2,881 shares; 2025Q3: 2,900 shares; 2025Q4: 3,032 shares; 2026Q1: 3,032 shares 3,032 $789K 0.09% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,430 shares; 2024Q4: 27,412 shares; 2025Q1: 27,412 shares; 2025Q2: 27,412 shares; 2025Q3: 27,412 shares; 2025Q4: 27,412 shares; 2026Q1: 28,273 shares 28,273 $788K 0.09% +861 Timeline SPLV 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: 10,672 shares; 2024Q4: 10,676 shares; 2025Q1: 10,679 shares; 2025Q2: 10,681 shares; 2025Q3: 10,685 shares; 2025Q4: 10,688 shares; 2026Q1: 10,692 shares 10,692 $782K 0.09% +4 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: 1,773 shares; 2024Q4: 2,187 shares; 2025Q1: 3,228 shares; 2025Q2: 3,268 shares; 2025Q3: 3,279 shares; 2025Q4: 3,738 shares; 2026Q1: 4,062 shares 4,062 $780K 0.09% +324 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: 3,186 shares; 2024Q4: 3,017 shares; 2025Q1: 3,019 shares; 2025Q2: 3,021 shares; 2025Q3: 3,200 shares; 2025Q4: 3,201 shares; 2026Q1: 3,180 shares 3,180 $771K 0.09% -21 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: 1,262 shares; 2024Q4: 1,596 shares; 2025Q1: 2,031 shares; 2025Q2: 2,031 shares; 2025Q3: 2,251 shares; 2025Q4: 2,678 shares; 2026Q1: 2,608 shares 2,608 $763K 0.09% -70 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: 1,821 shares; 2024Q4: 2,009 shares; 2025Q1: 2,068 shares; 2025Q2: 2,068 shares; 2025Q3: 2,319 shares; 2025Q4: 2,277 shares; 2026Q1: 2,247 shares 2,247 $759K 0.09% -30 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: 9,835 shares; 2024Q4: 30,222 shares; 2025Q1: 29,770 shares; 2025Q2: 29,770 shares; 2025Q3: 30,064 shares; 2025Q4: 29,335 shares; 2026Q1: 29,135 shares 29,135 $747K 0.09% -200 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: not reported; 2024Q4: not reported; 2025Q1: 1,761 shares; 2025Q2: 1,944 shares; 2025Q3: 2,096 shares; 2025Q4: 2,633 shares; 2026Q1: 2,585 shares 2,585 $742K 0.09% -48 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: 4,851 shares; 2024Q4: 4,851 shares; 2025Q1: 4,851 shares; 2025Q2: 4,851 shares; 2025Q3: 4,851 shares; 2025Q4: 4,851 shares; 2026Q1: 4,851 shares 4,851 $735K 0.08% 0 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: 3,145 shares; 2024Q4: 3,163 shares; 2025Q1: 3,292 shares; 2025Q2: 3,293 shares; 2025Q3: 3,308 shares; 2025Q4: 3,339 shares; 2026Q1: 3,355 shares 3,355 $729K 0.08% +16 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: 17,730 shares; 2024Q4: 17,730 shares; 2025Q1: 17,730 shares; 2025Q2: 17,730 shares; 2025Q3: 17,730 shares; 2025Q4: 17,730 shares; 2026Q1: 17,730 shares 17,730 $728K 0.08% 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: 3,794 shares; 2024Q4: 10,760 shares; 2025Q1: 12,597 shares; 2025Q2: 12,628 shares; 2025Q3: 12,702 shares; 2025Q4: 11,355 shares; 2026Q1: 11,349 shares 11,349 $727K 0.08% -6 Timeline DISV 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: 16,679 shares; 2024Q4: 17,797 shares; 2025Q1: 17,797 shares; 2025Q2: 18,446 shares; 2025Q3: 18,482 shares; 2025Q4: 18,510 shares; 2026Q1: 18,146 shares 18,146 $716K 0.08% -364 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,445 shares; 2024Q4: 4,445 shares; 2025Q1: 4,445 shares; 2025Q2: 4,445 shares; 2025Q3: 4,695 shares; 2025Q4: 4,695 shares; 2026Q1: 4,682 shares 4,682 $715K 0.08% -13 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,348 shares; 2024Q4: 17,920 shares; 2025Q1: 17,736 shares; 2025Q2: 17,736 shares; 2025Q3: 17,736 shares; 2025Q4: 17,736 shares; 2026Q1: 17,736 shares 17,736 $711K 0.08% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,644 shares; 2024Q4: 13,994 shares; 2025Q1: 13,994 shares; 2025Q2: 13,319 shares; 2025Q3: 13,318 shares; 2025Q4: 13,318 shares; 2026Q1: 13,318 shares 13,318 $693K 0.08% 0 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,748 shares; 2024Q4: 12,748 shares; 2025Q1: 12,748 shares; 2025Q2: 12,943 shares; 2025Q3: 12,943 shares; 2025Q4: 12,943 shares; 2026Q1: 12,943 shares 12,943 $675K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,827 shares; 2024Q4: 8,897 shares; 2025Q1: 9,065 shares; 2025Q2: 8,434 shares; 2025Q3: 8,452 shares; 2025Q4: 8,733 shares; 2026Q1: 8,472 shares 8,472 $674K 0.08% -261 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,184 shares; 2024Q4: 13,184 shares; 2025Q1: 13,184 shares; 2025Q2: 13,184 shares; 2025Q3: 13,184 shares; 2025Q4: 13,184 shares; 2026Q1: 13,184 shares 13,184 $665K 0.08% 0 Timeline IBHG 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: 29,827 shares 29,827 $660K 0.08% new 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: 10,899 shares; 2024Q4: 13,453 shares; 2025Q1: 10,973 shares; 2025Q2: 9,600 shares; 2025Q3: 9,551 shares; 2025Q4: 9,551 shares; 2026Q1: 9,552 shares 9,552 $630K 0.07% +1 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: 3,102 shares; 2024Q4: 3,104 shares; 2025Q1: 3,595 shares; 2025Q2: 3,548 shares; 2025Q3: 3,492 shares; 2025Q4: 3,549 shares; 2026Q1: 3,891 shares 3,891 $621K 0.07% +342 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,182 shares; 2025Q1: 10,248 shares; 2025Q2: 10,319 shares; 2025Q3: 10,394 shares; 2025Q4: 10,475 shares; 2026Q1: 10,551 shares 10,551 $602K 0.07% +76 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: 2,282 shares; 2024Q4: 2,701 shares; 2025Q1: 3,068 shares; 2025Q2: 3,068 shares; 2025Q3: 3,068 shares; 2025Q4: 2,703 shares; 2026Q1: 2,795 shares 2,795 $601K 0.07% +92 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,994 shares; 2024Q4: 4,022 shares; 2025Q1: 4,022 shares; 2025Q2: 4,022 shares; 2025Q3: 3,485 shares; 2025Q4: 4,620 shares; 2026Q1: 4,569 shares 4,569 $598K 0.07% -51 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,071 shares; 2026Q1: 4,941 shares 4,941 $586K 0.07% -4,130 Timeline PMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,508 shares; 2024Q4: 14,508 shares; 2025Q1: 14,508 shares; 2025Q2: 14,508 shares; 2025Q3: 14,508 shares; 2025Q4: 14,508 shares; 2026Q1: 14,508 shares 14,508 $579K 0.07% 0 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: 2,322 shares; 2024Q4: 2,798 shares; 2025Q1: 3,002 shares; 2025Q2: 2,954 shares; 2025Q3: 3,193 shares; 2025Q4: 3,081 shares; 2026Q1: 2,808 shares 2,808 $571K 0.07% -273 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: 1,444 shares; 2024Q4: 1,470 shares; 2025Q1: 1,547 shares; 2025Q2: 1,542 shares; 2025Q3: 1,518 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares 1,595 $570K 0.07% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,627 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $567K 0.07% 0 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: 1,451 shares; 2024Q4: 1,517 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares; 2025Q3: 1,606 shares; 2025Q4: 1,606 shares; 2026Q1: 1,606 shares 1,606 $565K 0.06% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,593 shares; 2024Q4: 14,593 shares; 2025Q1: 14,593 shares; 2025Q2: 14,593 shares; 2025Q3: 14,593 shares; 2025Q4: 14,593 shares; 2026Q1: 14,593 shares 14,593 $564K 0.06% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,486 shares; 2024Q4: 6,489 shares; 2025Q1: 6,486 shares; 2025Q2: 6,486 shares; 2025Q3: 6,486 shares; 2025Q4: 7,681 shares; 2026Q1: 7,687 shares 7,687 $556K 0.06% +6 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: 1,711 shares; 2024Q4: 1,711 shares; 2025Q1: 1,780 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares 1,683 $553K 0.06% 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: 16,512 shares; 2024Q4: 16,335 shares; 2025Q1: 16,686 shares; 2025Q2: 16,424 shares; 2025Q3: 16,338 shares; 2025Q4: 18,793 shares; 2026Q1: 18,901 shares 18,901 $548K 0.06% +108 Timeline DUHP 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: 5,663 shares; 2025Q3: 5,666 shares; 2025Q4: 5,669 shares; 2026Q1: 14,817 shares 14,817 $545K 0.06% +9,148 Timeline MEM MATTHEWS ASIA FDS More: the full row for MATTHEWS ASIA FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,436 shares; 2024Q4: 14,436 shares; 2025Q1: 14,436 shares; 2025Q2: 14,436 shares; 2025Q3: 14,436 shares; 2025Q4: 14,436 shares; 2026Q1: 14,436 shares 14,436 $536K 0.06% 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: 3,224 shares; 2024Q4: 3,542 shares; 2025Q1: 3,542 shares; 2025Q2: 3,542 shares; 2025Q3: 3,597 shares; 2025Q4: 4,063 shares; 2026Q1: 4,043 shares 4,043 $534K 0.06% -20 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: 3,055 shares; 2024Q4: 3,056 shares; 2025Q1: 3,057 shares; 2025Q2: 3,057 shares; 2025Q3: 3,120 shares; 2025Q4: 3,348 shares; 2026Q1: 3,242 shares 3,242 $534K 0.06% -106 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: 5,744 shares; 2024Q4: 6,114 shares; 2025Q1: 3,640 shares; 2025Q2: 3,562 shares; 2025Q3: 3,545 shares; 2025Q4: 3,545 shares; 2026Q1: 4,208 shares 4,208 $523K 0.06% +663 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,871 shares; 2024Q4: 3,867 shares; 2025Q1: 3,867 shares; 2025Q2: 3,867 shares; 2025Q3: 3,867 shares; 2025Q4: 3,867 shares; 2026Q1: 3,867 shares 3,867 $507K 0.06% 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: 1,817 shares; 2024Q4: 1,700 shares; 2025Q1: 1,715 shares; 2025Q2: 1,715 shares; 2025Q3: 1,950 shares; 2025Q4: 2,074 shares; 2026Q1: 2,074 shares 2,074 $503K 0.06% 0 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: 3,446 shares; 2024Q4: 3,446 shares; 2025Q1: 3,446 shares; 2025Q2: 3,446 shares; 2025Q3: 3,446 shares; 2025Q4: 3,446 shares; 2026Q1: 3,446 shares 3,446 $499K 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,909 shares; 2024Q4: 9,974 shares; 2025Q1: 9,974 shares; 2025Q2: 9,974 shares; 2025Q3: 10,010 shares; 2025Q4: 10,077 shares; 2026Q1: 10,039 shares 10,039 $496K 0.06% -38 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,405 shares; 2024Q4: 8,452 shares; 2025Q1: 8,880 shares; 2025Q2: 8,880 shares; 2025Q3: 8,906 shares; 2025Q4: 8,932 shares; 2026Q1: 8,959 shares 8,959 $492K 0.06% +27 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,153 shares; 2024Q4: 8,153 shares; 2025Q1: 8,153 shares; 2025Q2: 8,153 shares; 2025Q3: 8,153 shares; 2025Q4: 8,153 shares; 2026Q1: 8,153 shares 8,153 $463K 0.05% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,623 shares; 2024Q4: 7,631 shares; 2025Q1: 8,388 shares; 2025Q2: 8,397 shares; 2025Q3: 8,405 shares; 2025Q4: 8,413 shares; 2026Q1: 9,009 shares 9,009 $456K 0.05% +596 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: 957 shares; 2024Q4: 945 shares; 2025Q1: 910 shares; 2025Q2: 895 shares; 2025Q3: 893 shares; 2025Q4: 907 shares; 2026Q1: 908 shares 908 $454K 0.05% +1 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: 1,434 shares; 2024Q4: 1,494 shares; 2025Q1: 1,595 shares; 2025Q2: 1,595 shares; 2025Q3: 1,595 shares; 2025Q4: 1,595 shares; 2026Q1: 1,595 shares 1,595 $453K 0.05% 0 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: 3,506 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,410 shares; 2025Q3: 3,411 shares; 2025Q4: 3,047 shares; 2026Q1: 3,063 shares 3,063 $445K 0.05% +16 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,309 shares; 2024Q4: 3,414 shares; 2025Q1: 3,417 shares; 2025Q2: 3,420 shares; 2025Q3: 3,449 shares; 2025Q4: 3,452 shares; 2026Q1: 3,431 shares 3,431 $442K 0.05% -21 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,294 shares; 2024Q4: 14,607 shares; 2025Q1: 14,615 shares; 2025Q2: 14,626 shares; 2025Q3: 15,306 shares; 2025Q4: 15,124 shares; 2026Q1: 15,129 shares 15,129 $440K 0.05% +5 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: 4,103 shares; 2024Q4: 4,080 shares; 2025Q1: 4,080 shares; 2025Q2: 4,080 shares; 2025Q3: 4,080 shares; 2025Q4: 4,539 shares; 2026Q1: 4,539 shares 4,539 $438K 0.05% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,718 shares; 2024Q4: 4,529 shares; 2025Q1: 4,579 shares; 2025Q2: 4,529 shares; 2025Q3: 4,529 shares; 2025Q4: 4,529 shares; 2026Q1: 4,529 shares 4,529 $437K 0.05% 0 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: 525 shares; 2024Q4: 529 shares; 2025Q1: 711 shares; 2025Q2: 687 shares; 2025Q3: 697 shares; 2025Q4: 705 shares; 2026Q1: 750 shares 750 $433K 0.05% +45 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,580 shares; 2024Q4: 6,214 shares; 2025Q1: 6,440 shares; 2025Q2: 6,390 shares; 2025Q3: 6,589 shares; 2025Q4: 4,973 shares; 2026Q1: 4,733 shares 4,733 $424K 0.05% -240 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: 657 shares; 2024Q4: 657 shares; 2025Q1: 687 shares; 2025Q2: 687 shares; 2025Q3: 687 shares; 2025Q4: 687 shares; 2026Q1: 687 shares 687 $424K 0.05% 0 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,634 shares; 2025Q2: 5,634 shares; 2025Q3: 5,634 shares; 2025Q4: 5,634 shares; 2026Q1: 5,634 shares 5,634 $424K 0.05% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,573 shares; 2024Q4: 7,562 shares; 2025Q1: 7,562 shares; 2025Q2: 7,562 shares; 2025Q3: 7,562 shares; 2025Q4: 7,562 shares; 2026Q1: 7,562 shares 7,562 $417K 0.05% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,138 shares; 2024Q4: 9,147 shares; 2025Q1: 9,152 shares; 2025Q2: 9,172 shares; 2025Q3: 9,179 shares; 2025Q4: 9,186 shares; 2026Q1: 12,902 shares 12,902 $416K 0.05% +3,716 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,320 shares; 2024Q4: 4,383 shares; 2025Q1: 4,421 shares; 2025Q2: 4,435 shares; 2025Q3: 4,476 shares; 2025Q4: 4,531 shares; 2026Q1: 4,978 shares 4,978 $412K 0.05% +447 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: 457 shares; 2024Q4: 457 shares; 2025Q1: 456 shares; 2025Q2: 456 shares; 2025Q3: 473 shares; 2025Q4: 4,240 shares; 2026Q1: 4,240 shares 4,240 $408K 0.05% 0 Timeline IUSV 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: 3,997 shares; 2024Q4: 3,976 shares; 2025Q1: 3,976 shares; 2025Q2: 3,976 shares; 2025Q3: 3,976 shares; 2025Q4: 3,976 shares; 2026Q1: 3,976 shares 3,976 $407K 0.05% 0 Timeline PUSH PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,000 shares; 2026Q1: 8,000 shares 8,000 $403K 0.05% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,521 shares; 2024Q4: 9,420 shares; 2025Q1: 9,221 shares; 2025Q2: 9,221 shares; 2025Q3: 8,624 shares; 2025Q4: 8,624 shares; 2026Q1: 9,472 shares 9,472 $403K 0.05% +848 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: 3,941 shares; 2024Q4: 2,111 shares; 2025Q1: 2,132 shares; 2025Q2: 2,106 shares; 2025Q3: 2,106 shares; 2025Q4: 2,106 shares; 2026Q1: 2,106 shares 2,106 $399K 0.05% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,361 shares; 2024Q4: 4,366 shares; 2025Q1: 4,372 shares; 2025Q2: 4,378 shares; 2025Q3: 4,386 shares; 2025Q4: 4,395 shares; 2026Q1: 4,402 shares 4,402 $398K 0.05% +7 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,162 shares; 2024Q4: 1,149 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares; 2025Q3: 1,176 shares; 2025Q4: 1,097 shares; 2026Q1: 1,098 shares 1,098 $391K 0.04% +1 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: 1,048 shares; 2024Q4: 1,048 shares; 2025Q1: 1,119 shares; 2025Q2: 1,120 shares; 2025Q3: 1,122 shares; 2025Q4: 1,296 shares; 2026Q1: 1,398 shares 1,398 $391K 0.04% +102 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: 2,394 shares; 2024Q4: 2,394 shares; 2025Q1: 2,427 shares; 2025Q2: 2,427 shares; 2025Q3: 2,472 shares; 2025Q4: 2,472 shares; 2026Q1: 2,472 shares 2,472 $389K 0.04% 0 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: 4,207 shares; 2024Q4: 3,463 shares; 2025Q1: 3,463 shares; 2025Q2: 3,463 shares; 2025Q3: 3,463 shares; 2025Q4: 3,150 shares; 2026Q1: 3,250 shares 3,250 $386K 0.04% +100 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: 547 shares; 2026Q1: 547 shares 547 $384K 0.04% 0 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,017 shares; 2024Q4: 10,960 shares; 2025Q1: 10,960 shares; 2025Q2: 10,960 shares; 2025Q3: 10,960 shares; 2025Q4: 10,909 shares; 2026Q1: 9,927 shares 9,927 $380K 0.04% -982 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,712 shares; 2026Q1: 17,236 shares 17,236 $380K 0.04% +524 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,690 shares; 2024Q4: 3,690 shares; 2025Q1: 3,690 shares; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 3,690 shares; 2026Q1: 3,690 shares 3,690 $372K 0.04% 0 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,139 shares; 2024Q4: 2,139 shares; 2025Q1: 2,139 shares; 2025Q2: 2,139 shares; 2025Q3: 2,139 shares; 2025Q4: 2,049 shares; 2026Q1: 2,049 shares 2,049 $369K 0.04% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 331 shares; 2024Q4: 331 shares; 2025Q1: 331 shares; 2025Q2: 331 shares; 2025Q3: 336 shares; 2025Q4: 336 shares; 2026Q1: 336 shares 336 $367K 0.04% 0 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: 2,035 shares; 2025Q3: 2,009 shares; 2025Q4: 2,011 shares; 2026Q1: 1,996 shares 1,996 $364K 0.04% -15 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 373 shares; 2025Q1: 397 shares; 2025Q2: 397 shares; 2025Q3: 397 shares; 2025Q4: 392 shares; 2026Q1: 427 shares 427 $361K 0.04% +35 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: 613 shares; 2024Q4: 613 shares; 2025Q1: 623 shares; 2025Q2: 623 shares; 2025Q3: 634 shares; 2025Q4: 634 shares; 2026Q1: 634 shares 634 $357K 0.04% 0 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: 7,123 shares; 2024Q4: 6,912 shares; 2025Q1: 6,994 shares; 2025Q2: 6,994 shares; 2025Q3: 6,999 shares; 2025Q4: 7,285 shares; 2026Q1: 7,103 shares 7,103 $357K 0.04% -182 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,683 shares; 2025Q1: 1,683 shares; 2025Q2: 1,683 shares; 2025Q3: 1,683 shares; 2025Q4: 1,683 shares; 2026Q1: 1,683 shares 1,683 $356K 0.04% 0 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,947 shares; 2024Q4: 4,463 shares; 2025Q1: 4,492 shares; 2025Q2: 4,502 shares; 2025Q3: 4,533 shares; 2025Q4: 4,575 shares; 2026Q1: 4,596 shares 4,596 $355K 0.04% +21 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,515 shares; 2024Q4: 5,690 shares; 2025Q1: 5,861 shares; 2025Q2: 5,830 shares; 2025Q3: 5,842 shares; 2025Q4: 5,790 shares; 2026Q1: 5,800 shares 5,800 $352K 0.04% +10 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,384 shares; 2024Q4: 7,384 shares; 2025Q1: 6,634 shares; 2025Q2: 6,420 shares; 2025Q3: 6,420 shares; 2025Q4: 6,420 shares; 2026Q1: 6,420 shares 6,420 $342K 0.04% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,436 shares; 2025Q2: 3,786 shares; 2025Q3: 3,786 shares; 2025Q4: 3,789 shares; 2026Q1: 3,789 shares 3,789 $334K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,003 shares; 2024Q4: 2,570 shares; 2025Q1: 2,570 shares; 2025Q2: 2,570 shares; 2025Q3: 2,570 shares; 2025Q4: 2,570 shares; 2026Q1: 2,537 shares 2,537 $332K 0.04% -33 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,074 shares; 2024Q4: 9,074 shares; 2025Q1: 9,074 shares; 2025Q2: 9,074 shares; 2025Q3: 9,074 shares; 2025Q4: 8,508 shares; 2026Q1: 7,361 shares 7,361 $328K 0.04% -1,147 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,765 shares; 2026Q1: 5,765 shares 5,765 $328K 0.04% 0 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: 1,219 shares; 2024Q4: 917 shares; 2025Q1: 917 shares; 2025Q2: 917 shares; 2025Q3: 917 shares; 2025Q4: 917 shares; 2026Q1: 917 shares 917 $327K 0.04% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,762 shares; 2024Q4: 3,793 shares; 2025Q1: 3,790 shares; 2025Q2: 3,816 shares; 2025Q3: 3,692 shares; 2025Q4: 3,875 shares; 2026Q1: 3,876 shares 3,876 $324K 0.04% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 18,433 shares; 2025Q1: 18,496 shares; 2025Q2: 18,569 shares; 2025Q3: 18,646 shares; 2025Q4: 16,593 shares; 2026Q1: 16,667 shares 16,667 $322K 0.04% +74 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: 5,469 shares; 2024Q4: 5,521 shares; 2025Q1: 4,937 shares; 2025Q2: 4,862 shares; 2025Q3: 4,862 shares; 2025Q4: 4,687 shares; 2026Q1: 4,574 shares 4,574 $321K 0.04% -113 Timeline TPIF TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 8,015 shares; 2025Q1: 7,998 shares; 2025Q2: 7,528 shares; 2025Q3: 7,136 shares; 2025Q4: 7,048 shares; 2026Q1: 8,895 shares 8,895 $321K 0.04% +1,847 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: not reported; 2025Q3: 335 shares; 2025Q4: 367 shares; 2026Q1: 367 shares 367 $320K 0.04% 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: 3,415 shares; 2026Q1: 3,421 shares 3,421 $317K 0.04% +6 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: 206 shares; 2025Q1: not reported; 2025Q2: 206 shares; 2025Q3: 306 shares; 2025Q4: 334 shares; 2026Q1: 328 shares 328 $315K 0.04% -6 Timeline RING 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: 3,963 shares; 2025Q4: 3,965 shares; 2026Q1: 3,965 shares 3,965 $313K 0.04% 0 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,162 shares; 2025Q2: 6,985 shares; 2025Q3: 6,644 shares; 2025Q4: 6,560 shares; 2026Q1: 8,353 shares 8,353 $312K 0.04% +1,793 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,361 shares; 2024Q4: 1,362 shares; 2025Q1: 1,498 shares; 2025Q2: 1,498 shares; 2025Q3: 1,499 shares; 2025Q4: 1,499 shares; 2026Q1: 1,500 shares 1,500 $311K 0.04% +1 Timeline ELCV STRATEGY SHS More: the full row for STRATEGY SHS 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: 8,526 shares; 2025Q4: 8,533 shares; 2026Q1: 10,297 shares 10,297 $299K 0.03% +1,764 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: not reported; 2025Q2: 1,022 shares; 2025Q3: 1,231 shares; 2025Q4: 1,596 shares; 2026Q1: 1,494 shares 1,494 $297K 0.03% -102 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: 2,193 shares; 2024Q4: 2,140 shares; 2025Q1: 2,140 shares; 2025Q2: 2,140 shares; 2025Q3: 2,140 shares; 2025Q4: 2,140 shares; 2026Q1: 2,140 shares 2,140 $296K 0.03% 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: 1,907 shares; 2024Q4: 1,943 shares; 2025Q1: 1,943 shares; 2025Q2: 1,952 shares; 2025Q3: 1,961 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $292K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,195 shares; 2025Q3: 2,867 shares; 2025Q4: 2,877 shares; 2026Q1: 2,878 shares 2,878 $290K 0.03% +1 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: 751 shares; 2024Q4: 750 shares; 2025Q1: 798 shares; 2025Q2: 773 shares; 2025Q3: 773 shares; 2025Q4: 888 shares; 2026Q1: 888 shares 888 $289K 0.03% 0 Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $289K 0.03% 0 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: 1,913 shares; 2024Q4: 1,914 shares; 2025Q1: 1,914 shares; 2025Q2: 1,915 shares; 2025Q3: 1,827 shares; 2025Q4: 2,169 shares; 2026Q1: 2,169 shares 2,169 $287K 0.03% 0 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 7,816 shares; 2025Q1: 7,466 shares; 2025Q2: 7,466 shares; 2025Q3: 7,466 shares; 2025Q4: 6,609 shares; 2026Q1: 6,609 shares 6,609 $282K 0.03% 0 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: 1,065 shares; 2024Q4: 1,065 shares; 2025Q1: 1,691 shares; 2025Q2: 1,072 shares; 2025Q3: 1,139 shares; 2025Q4: 1,099 shares; 2026Q1: 1,031 shares 1,031 $279K 0.03% -68 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: 2,136 shares; 2025Q4: 2,457 shares; 2026Q1: 2,457 shares 2,457 $279K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,048 shares 3,048 $276K 0.03% new Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 2,387 shares 2,387 $275K 0.03% new Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,841 shares; 2024Q4: 2,841 shares; 2025Q1: 2,841 shares; 2025Q2: 2,841 shares; 2025Q3: 2,841 shares; 2025Q4: 2,841 shares; 2026Q1: 2,841 shares 2,841 $272K 0.03% 0 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: 411 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 424 shares; 2025Q4: 424 shares; 2026Q1: 445 shares 445 $269K 0.03% +21 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 12,989 shares; 2025Q1: 12,319 shares; 2025Q2: 10,348 shares; 2025Q3: 10,059 shares; 2025Q4: 8,471 shares; 2026Q1: 7,373 shares 7,373 $265K 0.03% -1,098 Timeline VGK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,877 shares; 2025Q3: 2,883 shares; 2025Q4: 2,903 shares; 2026Q1: 3,214 shares 3,214 $265K 0.03% +311 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: 4,875 shares; 2024Q4: 4,875 shares; 2025Q1: 4,875 shares; 2025Q2: 4,875 shares; 2025Q3: 4,875 shares; 2025Q4: 4,875 shares; 2026Q1: 1,125 shares 1,125 $263K 0.03% -3,750 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,535 shares; 2025Q2: 2,535 shares; 2025Q3: 2,535 shares; 2025Q4: 2,535 shares; 2026Q1: 2,535 shares 2,535 $262K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,748 shares 3,748 $261K 0.03% new Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,842 shares; 2025Q4: 2,846 shares; 2026Q1: 2,846 shares 2,846 $261K 0.03% 0 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: 4,511 shares; 2024Q4: 4,504 shares; 2025Q1: 4,505 shares; 2025Q2: 4,505 shares; 2025Q3: 4,506 shares; 2025Q4: 4,508 shares; 2026Q1: 4,509 shares 4,509 $260K 0.03% +1 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,151 shares; 2024Q4: 8,151 shares; 2025Q1: 8,151 shares; 2025Q2: 8,151 shares; 2025Q3: 5,540 shares; 2025Q4: 5,540 shares; 2026Q1: 5,540 shares 5,540 $258K 0.03% 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: 1,198 shares; 2024Q4: 1,200 shares; 2025Q1: 1,201 shares; 2025Q2: 1,203 shares; 2025Q3: 1,204 shares; 2025Q4: 1,206 shares; 2026Q1: 1,208 shares 1,208 $254K 0.03% +2 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,121 shares; 2025Q1: 3,046 shares; 2025Q2: 3,046 shares; 2025Q3: 3,076 shares; 2025Q4: 3,076 shares; 2026Q1: 3,076 shares 3,076 $252K 0.03% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,409 shares; 2026Q1: 3,694 shares 3,694 $252K 0.03% -715 Timeline IBD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,720 shares; 2025Q3: 9,071 shares; 2025Q4: 9,605 shares; 2026Q1: 10,526 shares 10,526 $251K 0.03% +921 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,908 shares; 2024Q4: 5,908 shares; 2025Q1: 5,908 shares; 2025Q2: 5,908 shares; 2025Q3: 5,908 shares; 2025Q4: 5,908 shares; 2026Q1: 5,908 shares 5,908 $251K 0.03% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,195 shares; 2025Q1: 2,220 shares; 2025Q2: 2,225 shares; 2025Q3: 2,247 shares; 2025Q4: 2,272 shares; 2026Q1: 2,272 shares 2,272 $251K 0.03% 0 Timeline CBXJ CALAMOS ETF TR More: the full row for CALAMOS 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: 9,510 shares; 2025Q3: 9,191 shares; 2025Q4: 12,061 shares; 2026Q1: 12,061 shares 12,061 $250K 0.03% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,553 shares; 2024Q4: 9,948 shares; 2025Q1: 9,952 shares; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 9,729 shares; 2026Q1: 9,729 shares 9,729 $248K 0.03% 0 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: 1,358 shares; 2025Q4: 1,527 shares; 2026Q1: 1,527 shares 1,527 $247K 0.03% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,062 shares; 2025Q1: 3,062 shares; 2025Q2: 3,062 shares; 2025Q3: 3,062 shares; 2025Q4: 3,062 shares; 2026Q1: 3,062 shares 3,062 $245K 0.03% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,337 shares; 2025Q1: 2,352 shares; 2025Q2: 2,352 shares; 2025Q3: 2,364 shares; 2025Q4: not reported; 2026Q1: 2,392 shares 2,392 $244K 0.03% new Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,575 shares; 2025Q2: 3,575 shares; 2025Q3: 3,575 shares; 2025Q4: 3,575 shares; 2026Q1: 3,575 shares 3,575 $244K 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: 2,017 shares; 2024Q4: 2,145 shares; 2025Q1: 2,135 shares; 2025Q2: 2,098 shares; 2025Q3: 2,072 shares; 2025Q4: 2,367 shares; 2026Q1: 2,367 shares 2,367 $243K 0.03% 0 Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,327 shares; 2024Q4: 5,086 shares; 2025Q1: not reported; 2025Q2: 5,102 shares; 2025Q3: 5,102 shares; 2025Q4: 5,110 shares; 2026Q1: 5,117 shares 5,117 $241K 0.03% +7 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,889 shares; 2026Q1: 4,919 shares 4,919 $241K 0.03% +30 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: not reported; 2025Q2: 2,767 shares; 2025Q3: 2,767 shares; 2025Q4: 2,767 shares; 2026Q1: 2,767 shares 2,767 $240K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON 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: 277 shares; 2026Q1: 277 shares 277 $240K 0.03% 0 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,249 shares; 2025Q1: 5,712 shares; 2025Q2: 4,568 shares; 2025Q3: 4,883 shares; 2025Q4: 4,883 shares; 2026Q1: 4,842 shares 4,842 $239K 0.03% -41 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,249 shares; 2024Q4: 1,178 shares; 2025Q1: 1,190 shares; 2025Q2: 1,190 shares; 2025Q3: 1,204 shares; 2025Q4: 1,345 shares; 2026Q1: 1,204 shares 1,204 $239K 0.03% -141 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,200 shares 1,200 $237K 0.03% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 967 shares 967 $236K 0.03% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,191 shares; 2024Q4: 5,191 shares; 2025Q1: 5,191 shares; 2025Q2: 5,191 shares; 2025Q3: 4,359 shares; 2025Q4: 4,359 shares; 2026Q1: 4,359 shares 4,359 $236K 0.03% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,552 shares; 2024Q4: 5,602 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,662 shares 5,662 $236K 0.03% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,498 shares 2,498 $233K 0.03% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,218 shares; 2024Q4: 1,183 shares; 2025Q1: 1,354 shares; 2025Q2: 1,354 shares; 2025Q3: 1,354 shares; 2025Q4: 1,258 shares; 2026Q1: 1,246 shares 1,246 $233K 0.03% -12 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 865 shares; 2025Q4: 1,730 shares; 2026Q1: 1,730 shares 1,730 $230K 0.03% 0 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES 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: 4,133 shares 4,133 $228K 0.03% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,153 shares; 2025Q4: 1,153 shares; 2026Q1: 1,153 shares 1,153 $228K 0.03% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,100 shares; 2024Q4: 2,100 shares; 2025Q1: 2,100 shares; 2025Q2: 2,100 shares; 2025Q3: 2,100 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $224K 0.03% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,606 shares 1,606 $224K 0.03% new Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,687 shares; 2024Q4: 5,720 shares; 2025Q1: 5,716 shares; 2025Q2: 5,744 shares; 2025Q3: 4,685 shares; 2025Q4: not reported; 2026Q1: 4,881 shares 4,881 $224K 0.03% new Timeline JIG 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: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,084 shares; 2025Q4: 3,110 shares; 2026Q1: 2,899 shares 2,899 $215K 0.02% -211 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,632 shares; 2024Q4: 1,789 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,771 shares 1,771 $215K 0.02% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,937 shares; 2024Q4: 12,937 shares; 2025Q1: 12,937 shares; 2025Q2: 12,937 shares; 2025Q3: 12,937 shares; 2025Q4: 12,937 shares; 2026Q1: 12,937 shares 12,937 $214K 0.02% 0 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 6,224 shares; 2025Q4: 6,224 shares; 2026Q1: 6,224 shares 6,224 $211K 0.02% 0 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,017 shares; 2025Q1: 6,017 shares; 2025Q2: not reported; 2025Q3: 5,722 shares; 2025Q4: 5,722 shares; 2026Q1: 5,722 shares 5,722 $211K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 779 shares; 2026Q1: 803 shares 803 $207K 0.02% +24 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE 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: 2,264 shares 2,264 $206K 0.02% new Timeline IYH 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: 3,327 shares; 2026Q1: 3,327 shares 3,327 $205K 0.02% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,925 shares 1,925 $205K 0.02% new Timeline PTL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 816 shares 816 $204K 0.02% new 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: not reported; 2024Q4: 956 shares; 2025Q1: not reported; 2025Q2: 956 shares; 2025Q3: 972 shares; 2025Q4: 1,948 shares; 2026Q1: 1,844 shares 1,844 $201K 0.02% -104 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,005 shares; 2024Q4: 9,983 shares; 2025Q1: 11,866 shares; 2025Q2: 11,866 shares; 2025Q3: 11,866 shares; 2025Q4: 11,696 shares; 2026Q1: 11,696 shares 11,696 $184K 0.02% 0 Timeline RLMD RELMADA THERAPEUTICS INC More: the full row for RELMADA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $69.6K 0.01% 0 Timeline IRD OPUS GENETICS INC More: the full row for OPUS GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $68.2K 0.01% 0 Timeline EVF EATON VANCE SR INCOME TR More: the full row for EATON VANCE SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,962 shares; 2024Q4: 11,962 shares; 2025Q1: 11,962 shares; 2025Q2: 11,962 shares; 2025Q3: 11,962 shares; 2025Q4: 11,962 shares; 2026Q1: 11,962 shares 11,962 $59.7K 0.01% 0 Timeline NOTV INOTIV INC More: the full row for INOTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,753 shares; 2024Q4: 13,753 shares; 2025Q1: 13,753 shares; 2025Q2: 13,753 shares; 2025Q3: 13,753 shares; 2025Q4: 14,945 shares; 2026Q1: 14,945 shares 14,945 $4.07K <0.01% 0 Timeline