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: 127,353,008 shares; 2024Q4: 137,485,176 shares; 2025Q1: 133,982,969 shares; 2025Q2: 134,083,394 shares; 2025Q3: 137,447,739 shares; 2025Q4: 138,588,366 shares; 2026Q1: 137,930,799 shares 137,930,799 $8.84B 16.74% -657,567 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: 27,655,902 shares; 2024Q4: 26,969,096 shares; 2025Q1: 26,094,613 shares; 2025Q2: 26,303,687 shares; 2025Q3: 25,782,400 shares; 2025Q4: 25,171,575 shares; 2026Q1: 24,526,707 shares 24,526,707 $7.87B 14.9% -644,868 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,087,696 shares; 2024Q4: 52,912,384 shares; 2025Q1: 64,900,904 shares; 2025Q2: 73,909,544 shares; 2025Q3: 78,546,237 shares; 2025Q4: 83,585,842 shares; 2026Q1: 91,626,856 shares 91,626,856 $7.01B 13.28% +8,041,014 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: 58,838,225 shares; 2024Q4: 59,799,391 shares; 2025Q1: 55,807,069 shares; 2025Q2: 52,572,127 shares; 2025Q3: 52,475,303 shares; 2025Q4: 53,732,807 shares; 2026Q1: 53,371,727 shares 53,371,727 $2.88B 5.46% -361,080 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,763,817 shares; 2024Q4: 19,893,388 shares; 2025Q1: 21,876,462 shares; 2025Q2: 23,067,850 shares; 2025Q3: 24,568,480 shares; 2025Q4: 26,255,484 shares; 2026Q1: 23,905,376 shares 23,905,376 $2.37B 4.5% -2,350,108 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,886,596 shares; 2024Q4: 18,258,259 shares; 2025Q1: 18,408,702 shares; 2025Q2: 18,584,233 shares; 2025Q3: 17,343,529 shares; 2025Q4: 18,990,218 shares; 2026Q1: 19,583,732 shares 19,583,732 $2.08B 3.94% +593,514 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,128,884 shares; 2024Q4: 11,800,874 shares; 2025Q1: 11,538,827 shares; 2025Q2: 11,275,319 shares; 2025Q3: 10,939,405 shares; 2025Q4: 10,680,855 shares; 2026Q1: 10,617,929 shares 10,617,929 $1.51B 2.86% -62,926 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,285,695 shares; 2024Q4: 17,932,988 shares; 2025Q1: 17,884,123 shares; 2025Q2: 19,155,647 shares; 2025Q3: 20,126,277 shares; 2025Q4: 21,151,161 shares; 2026Q1: 20,199,297 shares 20,199,297 $1.2B 2.27% -951,864 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: 5,789,247 shares; 2024Q4: 5,448,671 shares; 2025Q1: 5,225,476 shares; 2025Q2: 5,196,580 shares; 2025Q3: 5,080,035 shares; 2025Q4: 4,973,990 shares; 2026Q1: 4,864,568 shares 4,864,568 $954M 1.81% -109,422 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,772,824 shares; 2024Q4: 20,942,074 shares; 2025Q1: 18,361,230 shares; 2025Q2: 17,523,971 shares; 2025Q3: 18,361,174 shares; 2025Q4: 19,558,275 shares; 2026Q1: 19,400,574 shares 19,400,574 $932M 1.77% -157,701 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: 15,470,868 shares; 2024Q4: 16,163,720 shares; 2025Q1: 16,131,496 shares; 2025Q2: 17,616,693 shares; 2025Q3: 18,142,585 shares; 2025Q4: 18,757,519 shares; 2026Q1: 19,018,965 shares 19,018,965 $919M 1.74% +261,446 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: 11,372,688 shares; 2024Q4: 11,366,549 shares; 2025Q1: 10,672,579 shares; 2025Q2: 10,128,262 shares; 2025Q3: 9,866,920 shares; 2025Q4: 9,608,903 shares; 2026Q1: 9,262,506 shares 9,262,506 $839M 1.59% -346,397 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: 1,987,795 shares; 2024Q4: 6,023,300 shares; 2025Q1: 13,225,086 shares; 2025Q2: 18,749,171 shares; 2025Q3: 18,084,620 shares; 2025Q4: 18,148,928 shares; 2026Q1: 28,599,516 shares 28,599,516 $733M 1.39% +10,450,588 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,223,651 shares; 2024Q4: 5,346,182 shares; 2025Q1: 5,305,878 shares; 2025Q2: 5,599,651 shares; 2025Q3: 5,847,849 shares; 2025Q4: 6,005,716 shares; 2026Q1: 5,769,076 shares 5,769,076 $722M 1.37% -236,640 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,721,617 shares; 2024Q4: 6,216,053 shares; 2025Q1: 9,185,647 shares; 2025Q2: 11,291,079 shares; 2025Q3: 12,178,595 shares; 2025Q4: 13,181,100 shares; 2026Q1: 13,652,039 shares 13,652,039 $691M 1.31% +470,939 Timeline VOE 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: 4,680,672 shares; 2024Q4: 4,509,099 shares; 2025Q1: 4,291,924 shares; 2025Q2: 4,133,464 shares; 2025Q3: 4,020,310 shares; 2025Q4: 3,924,610 shares; 2026Q1: 3,741,881 shares 3,741,881 $690M 1.31% -182,729 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: 3,697,782 shares; 2024Q4: 3,546,772 shares; 2025Q1: 3,353,053 shares; 2025Q2: 3,200,471 shares; 2025Q3: 3,100,066 shares; 2025Q4: 3,019,666 shares; 2026Q1: 2,917,128 shares 2,917,128 $634M 1.2% -102,538 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,416,815 shares; 2024Q4: 5,627,968 shares; 2025Q1: 5,641,890 shares; 2025Q2: 5,698,815 shares; 2025Q3: 5,639,190 shares; 2025Q4: 5,862,171 shares; 2026Q1: 6,099,166 shares 6,099,166 $611M 1.16% +236,995 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,317,937 shares; 2024Q4: 3,277,272 shares; 2025Q1: 3,414,311 shares; 2025Q2: 3,840,238 shares; 2025Q3: 3,889,897 shares; 2025Q4: 3,924,596 shares; 2026Q1: 4,041,916 shares 4,041,916 $572M 1.08% +117,320 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,496,060 shares; 2024Q4: 24,550,119 shares; 2025Q1: 23,595,575 shares; 2025Q2: 22,942,141 shares; 2025Q3: 22,372,945 shares; 2025Q4: 21,860,498 shares; 2026Q1: 21,209,364 shares 21,209,364 $525M 0.99% -651,134 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,847,227 shares; 2024Q4: 7,087,899 shares; 2025Q1: 9,181,983 shares; 2025Q2: 13,127,515 shares; 2025Q3: 12,614,228 shares; 2025Q4: 12,106,265 shares; 2026Q1: 11,563,595 shares 11,563,595 $524M 0.99% -542,670 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,724,204 shares; 2024Q4: 9,034,036 shares; 2025Q1: 7,977,068 shares; 2025Q2: 7,892,474 shares; 2025Q3: 6,721,924 shares; 2025Q4: 5,954,321 shares; 2026Q1: 5,407,726 shares 5,407,726 $508M 0.96% -546,595 Timeline STIP 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: 3,869,140 shares; 2024Q4: 4,050,462 shares; 2025Q1: 3,822,211 shares; 2025Q2: 4,006,464 shares; 2025Q3: 4,140,622 shares; 2025Q4: 4,371,869 shares; 2026Q1: 4,487,580 shares 4,487,580 $464M 0.88% +115,711 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: 6,055,329 shares; 2024Q4: 17,773,620 shares; 2025Q1: 17,254,102 shares; 2025Q2: 16,827,398 shares; 2025Q3: 16,504,113 shares; 2025Q4: 16,156,262 shares; 2026Q1: 15,717,854 shares 15,717,854 $395M 0.75% -438,408 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: 8,656,001 shares; 2024Q4: 8,006,857 shares; 2025Q1: 7,467,240 shares; 2025Q2: 6,383,212 shares; 2025Q3: 6,101,205 shares; 2025Q4: 5,912,312 shares; 2026Q1: 5,653,446 shares 5,653,446 $394M 0.75% -258,866 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,001,680 shares; 2024Q4: 6,201,642 shares; 2025Q1: 6,191,508 shares; 2025Q2: 7,726,859 shares; 2025Q3: 7,498,060 shares; 2025Q4: 7,414,696 shares; 2026Q1: 8,266,335 shares 8,266,335 $377M 0.71% +851,639 Timeline ESGD 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: 3,350,199 shares; 2024Q4: 3,403,920 shares; 2025Q1: 3,295,488 shares; 2025Q2: 3,856,164 shares; 2025Q3: 3,888,708 shares; 2025Q4: 3,947,005 shares; 2026Q1: 3,918,891 shares 3,918,891 $375M 0.71% -28,114 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,894,859 shares; 2024Q4: 1,852,156 shares; 2025Q1: 1,656,401 shares; 2025Q2: 1,469,300 shares; 2025Q3: 3,314,686 shares; 2025Q4: 4,659,747 shares; 2026Q1: 5,700,214 shares 5,700,214 $374M 0.71% +1,040,467 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: 39,714 shares; 2024Q4: 69,080 shares; 2025Q1: 105,892 shares; 2025Q2: 482,841 shares; 2025Q3: 6,573,354 shares; 2025Q4: 6,707,905 shares; 2026Q1: 6,930,029 shares 6,930,029 $346M 0.65% +222,124 Timeline JCPB 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: 26,311 shares; 2024Q4: 29,205 shares; 2025Q1: 61,433 shares; 2025Q2: 84,519 shares; 2025Q3: 97,435 shares; 2025Q4: 107,641 shares; 2026Q1: 6,234,652 shares 6,234,652 $294M 0.56% +6,127,011 Timeline CRBN 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: 1,290,004 shares; 2024Q4: 1,299,071 shares; 2025Q1: 1,297,812 shares; 2025Q2: 1,285,649 shares; 2025Q3: 1,292,244 shares; 2025Q4: 1,303,736 shares; 2026Q1: 1,301,436 shares 1,301,436 $290M 0.55% -2,300 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: 235,136 shares; 2024Q4: 238,785 shares; 2025Q1: 273,369 shares; 2025Q2: 303,933 shares; 2025Q3: 303,612 shares; 2025Q4: 312,521 shares; 2026Q1: 382,432 shares 382,432 $229M 0.43% +69,911 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: 1,855,311 shares; 2024Q4: 1,795,205 shares; 2025Q1: 1,710,860 shares; 2025Q2: 1,639,610 shares; 2025Q3: 1,594,763 shares; 2025Q4: 1,550,556 shares; 2026Q1: 1,478,807 shares 1,478,807 $216M 0.41% -71,749 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,238,965 shares; 2024Q4: 3,391,317 shares; 2025Q1: 2,977,966 shares; 2025Q2: 3,346,542 shares; 2025Q3: 3,277,758 shares; 2025Q4: 3,254,323 shares; 2026Q1: 3,182,530 shares 3,182,530 $145M 0.27% -71,793 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,027,150 shares; 2024Q4: 5,095,611 shares; 2025Q1: 4,781,850 shares; 2025Q2: 3,191,444 shares; 2025Q3: 3,253,245 shares; 2025Q4: 3,095,283 shares; 2026Q1: 3,290,100 shares 3,290,100 $142M 0.27% +194,817 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: 216,718 shares; 2024Q4: 256,276 shares; 2025Q1: 267,507 shares; 2025Q2: 290,155 shares; 2025Q3: 305,906 shares; 2025Q4: 314,854 shares; 2026Q1: 321,772 shares 321,772 $141M 0.27% +6,918 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,114,157 shares; 2024Q4: 2,270,295 shares; 2025Q1: 2,552,979 shares; 2025Q2: 2,961,360 shares; 2025Q3: 3,166,372 shares; 2025Q4: 3,271,394 shares; 2026Q1: 3,427,113 shares 3,427,113 $133M 0.25% +155,719 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: 869,731 shares; 2024Q4: 829,076 shares; 2025Q1: 794,473 shares; 2025Q2: 748,283 shares; 2025Q3: 718,375 shares; 2025Q4: 695,877 shares; 2026Q1: 672,519 shares 672,519 $128M 0.24% -23,358 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,888,435 shares; 2024Q4: 2,715,418 shares; 2025Q1: 2,574,832 shares; 2025Q2: 2,512,074 shares; 2025Q3: 2,411,815 shares; 2025Q4: 2,331,001 shares; 2026Q1: 2,247,354 shares 2,247,354 $127M 0.24% -83,647 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,229,328 shares; 2024Q4: 1,274,494 shares; 2025Q1: 1,320,747 shares; 2025Q2: 1,520,777 shares; 2025Q3: 1,556,154 shares; 2025Q4: 1,572,590 shares; 2026Q1: 1,615,436 shares 1,615,436 $123M 0.23% +42,846 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,605,701 shares; 2024Q4: 4,652,799 shares; 2025Q1: 4,464,267 shares; 2025Q2: 4,362,278 shares; 2025Q3: 4,251,449 shares; 2025Q4: 4,117,665 shares; 2026Q1: 4,000,948 shares 4,000,948 $122M 0.23% -116,717 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,592,678 shares; 2024Q4: 1,679,216 shares; 2025Q1: 1,708,067 shares; 2025Q2: 1,854,836 shares; 2025Q3: 1,836,898 shares; 2025Q4: 1,718,105 shares; 2026Q1: 1,601,843 shares 1,601,843 $118M 0.22% -116,262 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,444,481 shares; 2024Q4: 1,449,648 shares; 2025Q1: 1,471,136 shares; 2025Q2: 1,466,453 shares; 2025Q3: 1,482,783 shares; 2025Q4: 1,818,945 shares; 2026Q1: 2,223,553 shares 2,223,553 $111M 0.21% +404,608 Timeline SPYX 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: 1,967,593 shares; 2024Q4: 1,933,185 shares; 2025Q1: 1,934,050 shares; 2025Q2: 1,934,222 shares; 2025Q3: 1,934,284 shares; 2025Q4: 1,940,078 shares; 2026Q1: 1,971,282 shares 1,971,282 $105M 0.2% +31,204 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 585,453 shares; 2024Q4: 734,875 shares; 2025Q1: 812,518 shares; 2025Q2: 1,824,389 shares; 2025Q3: 1,760,723 shares; 2025Q4: 1,766,357 shares; 2026Q1: 2,148,733 shares 2,148,733 $101M 0.19% +382,376 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: 162,672 shares; 2024Q4: 158,871 shares; 2025Q1: 154,278 shares; 2025Q2: 149,690 shares; 2025Q3: 144,862 shares; 2025Q4: 141,807 shares; 2026Q1: 146,784 shares 146,784 $95.9M 0.18% +4,977 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,660,288 shares; 2024Q4: 1,744,334 shares; 2025Q1: 1,760,768 shares; 2025Q2: 2,098,854 shares; 2025Q3: 2,174,673 shares; 2025Q4: 2,175,132 shares; 2026Q1: 2,071,837 shares 2,071,837 $89.5M 0.17% -103,295 Timeline KOMP 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: 1,672,069 shares; 2024Q4: 1,826,450 shares; 2025Q1: 1,773,394 shares; 2025Q2: 1,517,997 shares; 2025Q3: 1,506,644 shares; 2025Q4: 1,495,878 shares; 2026Q1: 1,485,819 shares 1,485,819 $86.9M 0.16% -10,059 Timeline JMSI 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: 287,572 shares; 2024Q4: 460,029 shares; 2025Q1: 736,344 shares; 2025Q2: 1,134,628 shares; 2025Q3: 1,360,487 shares; 2025Q4: 1,595,871 shares; 2026Q1: 1,697,584 shares 1,697,584 $84.5M 0.16% +101,713 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,491,317 shares; 2024Q4: 1,602,629 shares; 2025Q1: 1,628,510 shares; 2025Q2: 1,747,178 shares; 2025Q3: 1,780,747 shares; 2025Q4: 1,783,423 shares; 2026Q1: 1,789,266 shares 1,789,266 $84.1M 0.16% +5,843 Timeline GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 970,788 shares; 2024Q4: 1,898,966 shares; 2025Q1: 2,061,069 shares; 2025Q2: 1,939,171 shares; 2025Q3: 1,986,093 shares; 2025Q4: 1,970,229 shares; 2026Q1: 1,832,782 shares 1,832,782 $82.8M 0.16% -137,447 Timeline EAGG 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: 894,859 shares; 2024Q4: 898,115 shares; 2025Q1: 1,154,830 shares; 2025Q2: 1,428,397 shares; 2025Q3: 1,523,360 shares; 2025Q4: 1,648,321 shares; 2026Q1: 1,659,986 shares 1,659,986 $78.9M 0.15% +11,665 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 427,438 shares; 2024Q4: 416,031 shares; 2025Q1: 401,919 shares; 2025Q2: 388,831 shares; 2025Q3: 378,298 shares; 2025Q4: 369,725 shares; 2026Q1: 357,479 shares 357,479 $75.5M 0.14% -12,246 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: 38,339 shares; 2024Q4: 62,028 shares; 2025Q1: 137,719 shares; 2025Q2: 244,121 shares; 2025Q3: 238,877 shares; 2025Q4: 257,568 shares; 2026Q1: 258,040 shares 258,040 $74.1M 0.14% +472 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,805,656 shares; 2024Q4: 2,514,610 shares; 2025Q1: 2,015,442 shares; 2025Q2: 1,733,107 shares; 2025Q3: 1,638,838 shares; 2025Q4: 1,555,395 shares; 2026Q1: 1,465,040 shares 1,465,040 $73.2M 0.14% -90,355 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,398,492 shares; 2024Q4: 1,303,224 shares; 2025Q1: 1,118,795 shares; 2025Q2: 865,310 shares; 2025Q3: 781,837 shares; 2025Q4: 706,145 shares; 2026Q1: 651,818 shares 651,818 $72M 0.14% -54,327 Timeline EFAX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325,675 shares; 2024Q4: 1,435,788 shares; 2025Q1: 1,405,380 shares; 2025Q2: 1,376,427 shares; 2025Q3: 1,406,903 shares; 2025Q4: 1,435,553 shares; 2026Q1: 1,431,679 shares 1,431,679 $71.3M 0.13% -3,874 Timeline USHY 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: 245,743 shares; 2024Q4: 318,801 shares; 2025Q1: 1,183,261 shares; 2025Q2: 1,294,511 shares; 2025Q3: 1,510,820 shares; 2025Q4: 1,795,176 shares; 2026Q1: 1,906,112 shares 1,906,112 $70.2M 0.13% +110,936 Timeline IGEB 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: 392,161 shares; 2024Q4: 481,661 shares; 2025Q1: 634,891 shares; 2025Q2: 687,332 shares; 2025Q3: 1,213,586 shares; 2025Q4: 1,436,034 shares; 2026Q1: 1,529,358 shares 1,529,358 $68.9M 0.13% +93,324 Timeline ESGV 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: 422,517 shares; 2024Q4: 414,023 shares; 2025Q1: 508,902 shares; 2025Q2: 557,611 shares; 2025Q3: 533,633 shares; 2025Q4: 533,681 shares; 2026Q1: 605,053 shares 605,053 $67.9M 0.13% +71,372 Timeline BGRN 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: 1,216,146 shares; 2024Q4: 1,293,055 shares; 2025Q1: 1,321,558 shares; 2025Q2: 1,310,676 shares; 2025Q3: 1,259,094 shares; 2025Q4: 1,345,583 shares; 2026Q1: 1,381,155 shares 1,381,155 $65.6M 0.12% +35,572 Timeline FWD AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 188,551 shares; 2025Q2: 440,990 shares; 2025Q3: 504,303 shares; 2025Q4: 540,759 shares; 2026Q1: 576,726 shares 576,726 $62.6M 0.12% +35,967 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: 149,228 shares; 2024Q4: 145,300 shares; 2025Q1: 160,175 shares; 2025Q2: 244,160 shares; 2025Q3: 234,687 shares; 2025Q4: 229,220 shares; 2026Q1: 230,828 shares 230,828 $60.5M 0.11% +1,608 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 730,400 shares; 2024Q4: 599,378 shares; 2025Q1: 595,972 shares; 2025Q2: 762,667 shares; 2025Q3: 791,873 shares; 2025Q4: 792,373 shares; 2026Q1: 763,146 shares 763,146 $56.9M 0.11% -29,227 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184,866 shares; 2024Q4: 1,307,929 shares; 2025Q1: 1,445,557 shares; 2025Q2: 1,452,939 shares; 2025Q3: 1,553,680 shares; 2025Q4: 1,563,546 shares; 2026Q1: 1,583,801 shares 1,583,801 $56.3M 0.11% +20,255 Timeline GSJY GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,342 shares; 2024Q4: 642,521 shares; 2025Q1: 666,740 shares; 2025Q2: 993,150 shares; 2025Q3: 1,061,442 shares; 2025Q4: 1,069,668 shares; 2026Q1: 1,126,947 shares 1,126,947 $54.8M 0.1% +57,279 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: 148,357 shares; 2024Q4: 443,404 shares; 2025Q1: 1,246,030 shares; 2025Q2: 1,551,114 shares; 2025Q3: 1,533,125 shares; 2025Q4: 1,696,751 shares; 2026Q1: 1,839,896 shares 1,839,896 $53.5M 0.1% +143,145 Timeline DFCF 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: 757,982 shares; 2024Q4: 846,193 shares; 2025Q1: 918,774 shares; 2025Q2: 1,031,555 shares; 2025Q3: 1,142,139 shares; 2025Q4: 1,179,477 shares; 2026Q1: 1,256,555 shares 1,256,555 $53.1M 0.1% +77,078 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 493,568 shares; 2024Q4: 522,022 shares; 2025Q1: 537,140 shares; 2025Q2: 570,256 shares; 2025Q3: 600,389 shares; 2025Q4: 614,397 shares; 2026Q1: 628,308 shares 628,308 $49.3M 0.09% +13,911 Timeline GMUB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 530,048 shares; 2025Q3: 775,892 shares; 2025Q4: 831,786 shares; 2026Q1: 937,751 shares 937,751 $47.8M 0.09% +105,965 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,341 shares; 2024Q4: 29,151 shares; 2025Q1: 55,117 shares; 2025Q2: 116,212 shares; 2025Q3: 154,011 shares; 2025Q4: 174,080 shares; 2026Q1: 201,037 shares 201,037 $47.8M 0.09% +26,957 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,662 shares; 2024Q4: 32,902 shares; 2025Q1: 78,016 shares; 2025Q2: 117,766 shares; 2025Q3: 107,343 shares; 2025Q4: 107,899 shares; 2026Q1: 157,973 shares 157,973 $47.2M 0.09% +50,074 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,498 shares; 2024Q4: 768,272 shares; 2025Q1: 870,342 shares; 2025Q2: 883,141 shares; 2025Q3: 1,085,559 shares; 2025Q4: 1,194,989 shares; 2026Q1: 1,140,586 shares 1,140,586 $43.8M 0.08% -54,403 Timeline GCOR GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 575,517 shares; 2024Q4: 558,225 shares; 2025Q1: 596,331 shares; 2025Q2: 909,269 shares; 2025Q3: 976,565 shares; 2025Q4: 1,024,281 shares; 2026Q1: 1,055,908 shares 1,055,908 $43.6M 0.08% +31,627 Timeline DSI 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: 439,974 shares; 2024Q4: 425,114 shares; 2025Q1: 409,944 shares; 2025Q2: 396,933 shares; 2025Q3: 382,197 shares; 2025Q4: 368,440 shares; 2026Q1: 349,749 shares 349,749 $42.4M 0.08% -18,691 Timeline GTIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 180,237 shares; 2024Q4: 224,477 shares; 2025Q1: 233,705 shares; 2025Q2: 580,803 shares; 2025Q3: 688,553 shares; 2025Q4: 756,947 shares; 2026Q1: 856,115 shares 856,115 $42.3M 0.08% +99,168 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: 46,497 shares; 2024Q4: 71,459 shares; 2025Q1: 83,943 shares; 2025Q2: 73,452 shares; 2025Q3: 70,473 shares; 2025Q4: 69,148 shares; 2026Q1: 66,639 shares 66,639 $38.5M 0.07% -2,509 Timeline SUSA 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: 190,078 shares; 2024Q4: 185,376 shares; 2025Q1: 183,029 shares; 2025Q2: 306,480 shares; 2025Q3: 296,167 shares; 2025Q4: 287,687 shares; 2026Q1: 279,709 shares 279,709 $37M 0.07% -7,978 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 343,033 shares; 2024Q4: 400,515 shares; 2025Q1: 541,388 shares; 2025Q2: 591,634 shares; 2025Q3: 696,542 shares; 2025Q4: 827,737 shares; 2026Q1: 873,283 shares 873,283 $36.9M 0.07% +45,546 Timeline SUSC 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: 1,151,876 shares; 2024Q4: 1,349,465 shares; 2025Q1: 1,235,913 shares; 2025Q2: 1,419,635 shares; 2025Q3: 1,508,421 shares; 2025Q4: 1,602,126 shares; 2026Q1: 1,593,341 shares 1,593,341 $36.9M 0.07% -8,785 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: 103,559 shares; 2024Q4: 124,476 shares; 2025Q1: 133,117 shares; 2025Q2: 143,685 shares; 2025Q3: 154,493 shares; 2025Q4: 159,921 shares; 2026Q1: 159,055 shares 159,055 $34.2M 0.06% -866 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: 33,723 shares; 2024Q4: 41,485 shares; 2025Q1: 49,514 shares; 2025Q2: 280,648 shares; 2025Q3: 355,311 shares; 2025Q4: 382,801 shares; 2026Q1: 435,435 shares 435,435 $33.6M 0.06% +52,634 Timeline DFEM 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: 758,949 shares; 2024Q4: 823,919 shares; 2025Q1: 877,048 shares; 2025Q2: 812,552 shares; 2025Q3: 855,439 shares; 2025Q4: 889,780 shares; 2026Q1: 925,468 shares 925,468 $32M 0.06% +35,688 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,450 shares; 2024Q4: 11,056 shares; 2025Q1: not reported; 2025Q2: 58,736 shares; 2025Q3: 60,704 shares; 2025Q4: 561,524 shares; 2026Q1: 603,679 shares 603,679 $31.3M 0.06% +42,155 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: 1,067,672 shares; 2024Q4: 1,226,803 shares; 2025Q1: 1,222,034 shares; 2025Q2: 864,568 shares; 2025Q3: 831,482 shares; 2025Q4: 811,656 shares; 2026Q1: 757,158 shares 757,158 $29.5M 0.06% -54,498 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,095 shares; 2024Q4: 437,930 shares; 2025Q1: 501,309 shares; 2025Q2: 603,824 shares; 2025Q3: 673,543 shares; 2025Q4: 740,678 shares; 2026Q1: 811,170 shares 811,170 $29M 0.05% +70,492 Timeline GEMD GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437,633 shares; 2024Q4: 485,705 shares; 2025Q1: 491,452 shares; 2025Q2: 542,916 shares; 2025Q3: 584,849 shares; 2025Q4: 601,446 shares; 2026Q1: 632,727 shares 632,727 $26.2M 0.05% +31,281 Timeline EEMX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 793,687 shares; 2024Q4: 795,659 shares; 2025Q1: 726,952 shares; 2025Q2: 641,658 shares; 2025Q3: 616,039 shares; 2025Q4: 603,347 shares; 2026Q1: 585,684 shares 585,684 $25.9M 0.05% -17,663 Timeline BNDW 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: 60,510 shares; 2024Q4: 32,923 shares; 2025Q1: 20,176 shares; 2025Q2: 309,606 shares; 2025Q3: 334,391 shares; 2025Q4: 361,416 shares; 2026Q1: 371,918 shares 371,918 $25.4M 0.05% +10,502 Timeline GIGB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 992,881 shares; 2024Q4: 1,249,400 shares; 2025Q1: 1,293,228 shares; 2025Q2: 702,982 shares; 2025Q3: 644,835 shares; 2025Q4: 638,620 shares; 2026Q1: 552,525 shares 552,525 $25.3M 0.05% -86,095 Timeline DFAU 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: 1,173,473 shares; 2024Q4: 1,241,582 shares; 2025Q1: 1,294,724 shares; 2025Q2: 669,297 shares; 2025Q3: 635,040 shares; 2025Q4: 604,692 shares; 2026Q1: 558,284 shares 558,284 $25.2M 0.05% -46,408 Timeline DCOR 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: 252,253 shares; 2024Q4: 256,060 shares; 2025Q1: 275,476 shares; 2025Q2: 279,263 shares; 2025Q3: 310,087 shares; 2025Q4: 342,376 shares; 2026Q1: 343,122 shares 343,122 $24.7M 0.05% +746 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 142,776 shares; 2025Q1: 162,947 shares; 2025Q2: 238,088 shares; 2025Q3: 246,140 shares; 2025Q4: 252,278 shares; 2026Q1: 266,343 shares 266,343 $24.6M 0.05% +14,065 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: 200,140 shares; 2024Q4: 219,701 shares; 2025Q1: 249,003 shares; 2025Q2: 263,024 shares; 2025Q3: 282,041 shares; 2025Q4: 304,192 shares; 2026Q1: 309,950 shares 309,950 $23.9M 0.05% +5,758 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: 76,773 shares; 2024Q4: 76,779 shares; 2025Q1: 79,768 shares; 2025Q2: 82,993 shares; 2025Q3: 84,539 shares; 2025Q4: 86,435 shares; 2026Q1: 90,629 shares 90,629 $23.3M 0.04% +4,194 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: 248,953 shares; 2024Q4: 262,780 shares; 2025Q1: 309,559 shares; 2025Q2: 342,966 shares; 2025Q3: 358,136 shares; 2025Q4: 357,340 shares; 2026Q1: 366,700 shares 366,700 $22.9M 0.04% +9,360 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 470,810 shares; 2024Q4: 499,711 shares; 2025Q1: 532,593 shares; 2025Q2: 551,158 shares; 2025Q3: 617,161 shares; 2025Q4: 660,590 shares; 2026Q1: 787,955 shares 787,955 $20.7M 0.04% +127,365 Timeline TFLO 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: 474,989 shares; 2024Q4: 228,078 shares; 2025Q1: 259,489 shares; 2025Q2: 276,124 shares; 2025Q3: 331,593 shares; 2025Q4: 391,135 shares; 2026Q1: 406,901 shares 406,901 $20.6M 0.04% +15,766 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: 25,819 shares; 2024Q4: 26,046 shares; 2025Q1: 32,347 shares; 2025Q2: 30,677 shares; 2025Q3: 90,300 shares; 2025Q4: 153,084 shares; 2026Q1: 204,114 shares 204,114 $20.5M 0.04% +51,030 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: 28,413 shares; 2024Q4: 29,893 shares; 2025Q1: 34,571 shares; 2025Q2: 216,032 shares; 2025Q3: 205,744 shares; 2025Q4: 199,422 shares; 2026Q1: 186,835 shares 186,835 $19.9M 0.04% -12,587 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,464 shares; 2024Q4: 154,444 shares; 2025Q1: 164,553 shares; 2025Q2: 179,298 shares; 2025Q3: 183,623 shares; 2025Q4: 175,362 shares; 2026Q1: 179,055 shares 179,055 $19.8M 0.04% +3,693 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: 11,264 shares; 2024Q4: 10,712 shares; 2025Q1: 10,080 shares; 2025Q2: 10,417 shares; 2025Q3: 10,288 shares; 2025Q4: 14,554 shares; 2026Q1: 103,071 shares 103,071 $19.8M 0.04% +88,517 Timeline USDX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 342,273 shares; 2024Q4: 503,117 shares; 2025Q1: 631,784 shares; 2025Q2: 711,801 shares; 2025Q3: 751,210 shares; 2025Q4: 745,523 shares; 2026Q1: 753,162 shares 753,162 $19.3M 0.04% +7,639 Timeline VGLT 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: 323,741 shares; 2024Q4: 385,744 shares; 2025Q1: 422,657 shares; 2025Q2: 329,777 shares; 2025Q3: 330,918 shares; 2025Q4: 336,442 shares; 2026Q1: 345,273 shares 345,273 $19.1M 0.04% +8,831 Timeline USIG 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: 292,300 shares; 2025Q4: 346,088 shares; 2026Q1: 361,816 shares 361,816 $18.5M 0.04% +15,728 Timeline CLOA 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: 324,160 shares; 2026Q1: 348,450 shares 348,450 $18.1M 0.03% +24,290 Timeline QLTA 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: 344,382 shares; 2026Q1: 377,172 shares 377,172 $17.9M 0.03% +32,790 Timeline SCHH 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: 547,563 shares; 2024Q4: 582,627 shares; 2025Q1: 603,085 shares; 2025Q2: 633,937 shares; 2025Q3: 707,629 shares; 2025Q4: 769,210 shares; 2026Q1: 795,744 shares 795,744 $17.1M 0.03% +26,534 Timeline HYDB 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: 151,681 shares; 2024Q4: 180,280 shares; 2025Q1: 222,167 shares; 2025Q2: 247,289 shares; 2025Q3: 290,719 shares; 2025Q4: 344,845 shares; 2026Q1: 364,714 shares 364,714 $17M 0.03% +19,869 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,463 shares; 2024Q4: 47,830 shares; 2025Q1: 73,734 shares; 2025Q2: 74,802 shares; 2025Q3: 132,765 shares; 2025Q4: 151,812 shares; 2026Q1: 167,998 shares 167,998 $16M 0.03% +16,186 Timeline DFSV 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: 75,830 shares; 2024Q4: 118,220 shares; 2025Q1: 322,222 shares; 2025Q2: 399,485 shares; 2025Q3: 426,285 shares; 2025Q4: 435,005 shares; 2026Q1: 447,734 shares 447,734 $15.7M 0.03% +12,729 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 129,683 shares; 2024Q4: 154,954 shares; 2025Q1: 163,182 shares; 2025Q2: 170,591 shares; 2025Q3: 162,972 shares; 2025Q4: 158,661 shares; 2026Q1: 143,165 shares 143,165 $15.6M 0.03% -15,496 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 209,729 shares; 2024Q4: 207,153 shares; 2025Q1: 164,568 shares; 2025Q2: 169,526 shares; 2025Q3: 235,962 shares; 2025Q4: 277,271 shares; 2026Q1: 288,580 shares 288,580 $15.2M 0.03% +11,309 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: 94,188 shares; 2024Q4: 148,195 shares; 2025Q1: 295,823 shares; 2025Q2: 315,470 shares; 2025Q3: 341,823 shares; 2025Q4: 361,688 shares; 2026Q1: 375,997 shares 375,997 $14.8M 0.03% +14,309 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,547 shares; 2024Q4: 272,759 shares; 2025Q1: 282,478 shares; 2025Q2: 290,988 shares; 2025Q3: 301,959 shares; 2025Q4: 312,948 shares; 2026Q1: 312,731 shares 312,731 $14.7M 0.03% -217 Timeline SHM 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: 903,339 shares; 2024Q4: 577,819 shares; 2025Q1: 502,782 shares; 2025Q2: 351,901 shares; 2025Q3: 338,152 shares; 2025Q4: 325,174 shares; 2026Q1: 306,333 shares 306,333 $14.7M 0.03% -18,841 Timeline IGLB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 188,656 shares; 2025Q1: 243,282 shares; 2025Q2: 267,491 shares; 2025Q3: 232,707 shares; 2025Q4: 275,576 shares; 2026Q1: 290,830 shares 290,830 $14.4M 0.03% +15,254 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: 12,979 shares; 2024Q4: 12,918 shares; 2025Q1: 14,457 shares; 2025Q2: 15,318 shares; 2025Q3: 16,587 shares; 2025Q4: 19,400 shares; 2026Q1: 22,080 shares 22,080 $14.4M 0.03% +2,680 Timeline BLV 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: 171,359 shares; 2024Q4: 189,412 shares; 2025Q1: 188,929 shares; 2025Q2: 195,623 shares; 2025Q3: 204,031 shares; 2025Q4: 208,990 shares; 2026Q1: 208,305 shares 208,305 $14.3M 0.03% -685 Timeline CMF 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: 194,690 shares; 2024Q4: 211,049 shares; 2025Q1: 195,066 shares; 2025Q2: 200,986 shares; 2025Q3: 217,395 shares; 2025Q4: 231,306 shares; 2026Q1: 242,057 shares 242,057 $13.8M 0.03% +10,751 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 176,641 shares 176,641 $13.7M 0.03% new Timeline DFUS 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: 130,406 shares; 2024Q4: 100,896 shares; 2025Q1: 98,075 shares; 2025Q2: 159,219 shares; 2025Q3: 182,929 shares; 2025Q4: 189,498 shares; 2026Q1: 192,349 shares 192,349 $13.6M 0.03% +2,851 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,068 shares; 2024Q4: 21,593 shares; 2025Q1: 32,945 shares; 2025Q2: 30,482 shares; 2025Q3: 29,309 shares; 2025Q4: 29,073 shares; 2026Q1: 33,395 shares 33,395 $13.6M 0.03% +4,322 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,414 shares; 2024Q4: 208,729 shares; 2025Q1: 165,489 shares; 2025Q2: 224,406 shares; 2025Q3: 215,457 shares; 2025Q4: 205,241 shares; 2026Q1: 192,049 shares 192,049 $13.5M 0.03% -13,192 Timeline DFAX 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: 249,160 shares; 2024Q4: 290,923 shares; 2025Q1: 294,493 shares; 2025Q2: 372,368 shares; 2025Q3: 369,406 shares; 2025Q4: 372,014 shares; 2026Q1: 373,555 shares 373,555 $12.7M 0.02% +1,541 Timeline GMOM CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,166 shares; 2024Q4: 376,419 shares; 2025Q1: 372,733 shares; 2025Q2: 372,872 shares; 2025Q3: 372,014 shares; 2025Q4: 361,904 shares; 2026Q1: 334,505 shares 334,505 $12M 0.02% -27,399 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,072 shares; 2024Q4: 171,317 shares; 2025Q1: 180,111 shares; 2025Q2: 266,181 shares; 2025Q3: 262,095 shares; 2025Q4: 266,863 shares; 2026Q1: 258,210 shares 258,210 $11.5M 0.02% -8,653 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED 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: 330,158 shares 330,158 $11.4M 0.02% new Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,271 shares; 2024Q4: 160,052 shares; 2025Q1: 213,586 shares; 2025Q2: 218,182 shares; 2025Q3: 231,318 shares; 2025Q4: 242,522 shares; 2026Q1: 379,938 shares 379,938 $11.1M 0.02% +137,416 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 234,493 shares; 2024Q4: 282,217 shares; 2025Q1: 286,764 shares; 2025Q2: 263,187 shares; 2025Q3: 297,650 shares; 2025Q4: 326,123 shares; 2026Q1: 305,944 shares 305,944 $11.1M 0.02% -20,179 Timeline DFSD 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: 204,146 shares; 2024Q4: 211,839 shares; 2025Q1: 218,719 shares; 2025Q2: 212,187 shares; 2025Q3: 214,194 shares; 2025Q4: 218,483 shares; 2026Q1: 230,307 shares 230,307 $11M 0.02% +11,824 Timeline DFSU 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: 47,253 shares; 2024Q4: 83,322 shares; 2025Q1: 109,119 shares; 2025Q2: 162,302 shares; 2025Q3: 222,544 shares; 2025Q4: 253,119 shares; 2026Q1: 261,727 shares 261,727 $10.8M 0.02% +8,608 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,504 shares; 2024Q4: 103,556 shares; 2025Q1: 109,747 shares; 2025Q2: 107,587 shares; 2025Q3: 116,546 shares; 2025Q4: 121,286 shares; 2026Q1: 120,831 shares 120,831 $10.7M 0.02% -455 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: 337,357 shares; 2024Q4: 371,348 shares; 2025Q1: 367,414 shares; 2025Q2: 349,225 shares; 2025Q3: 337,462 shares; 2025Q4: 321,935 shares; 2026Q1: 305,674 shares 305,674 $10.3M 0.02% -16,261 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,873 shares; 2024Q4: 44,116 shares; 2025Q1: 47,183 shares; 2025Q2: 47,321 shares; 2025Q3: 47,641 shares; 2025Q4: 46,984 shares; 2026Q1: 50,647 shares 50,647 $10.3M 0.02% +3,663 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 502,686 shares; 2025Q1: 689,322 shares; 2025Q2: 777,894 shares; 2025Q3: 862,405 shares; 2025Q4: 891,994 shares; 2026Q1: 650,113 shares 650,113 $10.3M 0.02% -241,881 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 56,810 shares; 2025Q1: 71,375 shares; 2025Q2: 74,564 shares; 2025Q3: 92,333 shares; 2025Q4: 108,853 shares; 2026Q1: 115,065 shares 115,065 $9.97M 0.02% +6,212 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,970 shares; 2024Q4: 36,170 shares; 2025Q1: 37,084 shares; 2025Q2: 36,429 shares; 2025Q3: 105,991 shares; 2025Q4: 171,750 shares; 2026Q1: 208,442 shares 208,442 $9.63M 0.02% +36,692 Timeline DGCB 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: 61,107 shares; 2024Q4: 92,808 shares; 2025Q1: 120,801 shares; 2025Q2: 135,287 shares; 2025Q3: 144,296 shares; 2025Q4: 163,974 shares; 2026Q1: 176,554 shares 176,554 $9.56M 0.02% +12,580 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,299 shares; 2024Q4: 5,494 shares; 2025Q1: 5,846 shares; 2025Q2: 8,721 shares; 2025Q3: 10,499 shares; 2025Q4: 9,709 shares; 2026Q1: 149,776 shares 149,776 $9.18M 0.02% +140,067 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: 27,260 shares; 2024Q4: 27,346 shares; 2025Q1: 29,993 shares; 2025Q2: 31,332 shares; 2025Q3: 30,056 shares; 2025Q4: 32,566 shares; 2026Q1: 35,918 shares 35,918 $9.12M 0.02% +3,352 Timeline DFAR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 208,175 shares; 2024Q4: 227,353 shares; 2025Q1: 268,218 shares; 2025Q2: 310,093 shares; 2025Q3: 348,105 shares; 2025Q4: 354,442 shares; 2026Q1: 381,693 shares 381,693 $9.03M 0.02% +27,251 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: 100,573 shares; 2024Q4: 107,945 shares; 2025Q1: 106,406 shares; 2025Q2: 99,278 shares; 2025Q3: 98,809 shares; 2025Q4: 91,646 shares; 2026Q1: 89,148 shares 89,148 $8.9M 0.02% -2,498 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,539 shares; 2024Q4: 236,154 shares; 2025Q1: 75,756 shares; 2025Q2: 72,874 shares; 2025Q3: 83,325 shares; 2025Q4: 99,270 shares; 2026Q1: 107,647 shares 107,647 $8.89M 0.02% +8,377 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 132,504 shares; 2024Q4: 133,701 shares; 2025Q1: 147,815 shares; 2025Q2: 99,389 shares; 2025Q3: 96,989 shares; 2025Q4: 99,355 shares; 2026Q1: 127,167 shares 127,167 $8.67M 0.02% +27,812 Timeline NYF 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: 161,071 shares; 2024Q4: 179,326 shares; 2025Q1: 169,291 shares; 2025Q2: 166,364 shares; 2025Q3: 150,701 shares; 2025Q4: 156,208 shares; 2026Q1: 161,323 shares 161,323 $8.57M 0.02% +5,115 Timeline DFGP 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: 11,860 shares; 2024Q4: 36,392 shares; 2025Q1: 73,601 shares; 2025Q2: 105,027 shares; 2025Q3: 123,248 shares; 2025Q4: 141,867 shares; 2026Q1: 156,211 shares 156,211 $8.43M 0.02% +14,344 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: 30,942 shares; 2024Q4: 97,342 shares; 2025Q1: 145,849 shares; 2025Q2: 117,328 shares; 2025Q3: 105,668 shares; 2025Q4: 153,306 shares; 2026Q1: 271,180 shares 271,180 $8.32M 0.02% +117,874 Timeline DFEV 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: 106,701 shares; 2024Q4: 127,388 shares; 2025Q1: 200,687 shares; 2025Q2: 205,777 shares; 2025Q3: 219,510 shares; 2025Q4: 224,775 shares; 2026Q1: 231,195 shares 231,195 $8.27M 0.02% +6,420 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: 35,920 shares; 2024Q4: 65,554 shares; 2025Q1: 103,697 shares; 2025Q2: 169,952 shares; 2025Q3: 197,930 shares; 2025Q4: 211,408 shares; 2026Q1: 224,358 shares 224,358 $8.25M 0.02% +12,950 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 272,654 shares 272,654 $8.18M 0.02% new Timeline AVUS 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: 40,260 shares; 2024Q4: 46,349 shares; 2025Q1: 55,875 shares; 2025Q2: 60,610 shares; 2025Q3: 68,925 shares; 2025Q4: 70,160 shares; 2026Q1: 71,370 shares 71,370 $7.93M 0.02% +1,210 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,645 shares; 2024Q4: 33,478 shares; 2025Q1: 53,187 shares; 2025Q2: 63,362 shares; 2025Q3: 68,065 shares; 2025Q4: 72,085 shares; 2026Q1: 93,239 shares 93,239 $7.87M 0.01% +21,154 Timeline IGIB 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: 70,889 shares; 2024Q4: 61,244 shares; 2025Q1: 102,284 shares; 2025Q2: 124,472 shares; 2025Q3: 125,059 shares; 2025Q4: 147,060 shares; 2026Q1: 137,295 shares 137,295 $7.31M 0.01% -9,765 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,834 shares; 2024Q4: 215,420 shares; 2025Q1: 245,106 shares; 2025Q2: 231,854 shares; 2025Q3: 209,620 shares; 2025Q4: 138,822 shares; 2026Q1: 141,615 shares 141,615 $7.21M 0.01% +2,793 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: 58,123 shares; 2024Q4: 50,502 shares; 2025Q1: 49,327 shares; 2025Q2: 82,158 shares; 2025Q3: 79,238 shares; 2025Q4: 80,987 shares; 2026Q1: 81,141 shares 81,141 $7.2M 0.01% +154 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,667 shares; 2024Q4: 182,485 shares; 2025Q1: 192,882 shares; 2025Q2: 187,980 shares; 2025Q3: 190,107 shares; 2025Q4: 187,586 shares; 2026Q1: 176,918 shares 176,918 $7.09M 0.01% -10,668 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: 22,415 shares; 2024Q4: 22,825 shares; 2025Q1: 21,213 shares; 2025Q2: 19,832 shares; 2025Q3: 32,727 shares; 2025Q4: 51,615 shares; 2026Q1: 48,944 shares 48,944 $6.77M 0.01% -2,671 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,343 shares; 2024Q4: 75,140 shares; 2025Q1: 83,352 shares; 2025Q2: 88,449 shares; 2025Q3: 81,885 shares; 2025Q4: 83,775 shares; 2026Q1: 114,733 shares 114,733 $6.72M 0.01% +30,958 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: 6,995 shares; 2024Q4: 5,086 shares; 2025Q1: 5,473 shares; 2025Q2: 6,467 shares; 2025Q3: 8,810 shares; 2025Q4: 12,655 shares; 2026Q1: 15,393 shares 15,393 $6.62M 0.01% +2,738 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,292 shares; 2024Q4: 77,173 shares; 2025Q1: 65,334 shares; 2025Q2: 84,367 shares; 2025Q3: 88,079 shares; 2025Q4: 108,056 shares; 2026Q1: 122,070 shares 122,070 $6.17M 0.01% +14,014 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,386 shares; 2024Q4: 15,476 shares; 2025Q1: 16,593 shares; 2025Q2: 17,111 shares; 2025Q3: 17,445 shares; 2025Q4: 19,384 shares; 2026Q1: 20,264 shares 20,264 $6.12M 0.01% +880 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: 77,122 shares; 2024Q4: 59,754 shares; 2025Q1: 50,686 shares; 2025Q2: 40,584 shares; 2025Q3: 39,963 shares; 2025Q4: 40,797 shares; 2026Q1: 46,859 shares 46,859 $5.83M 0.01% +6,062 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,014 shares; 2024Q4: 89,700 shares; 2025Q1: 46,359 shares; 2025Q2: 57,017 shares; 2025Q3: 56,039 shares; 2025Q4: 57,082 shares; 2026Q1: 61,327 shares 61,327 $5.82M 0.01% +4,245 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,760 shares; 2024Q4: 85,643 shares; 2025Q1: 111,555 shares; 2025Q2: 158,452 shares; 2025Q3: 148,087 shares; 2025Q4: 133,731 shares; 2026Q1: 113,526 shares 113,526 $5.71M 0.01% -20,205 Timeline NZAC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,649 shares; 2026Q1: 136,723 shares 136,723 $5.56M 0.01% +129,074 Timeline DFGX 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: 62,561 shares; 2024Q4: 63,855 shares; 2025Q1: 75,715 shares; 2025Q2: 79,983 shares; 2025Q3: 88,114 shares; 2025Q4: 93,159 shares; 2026Q1: 105,759 shares 105,759 $5.55M 0.01% +12,600 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: 6,214 shares; 2024Q4: 6,846 shares; 2025Q1: 8,007 shares; 2025Q2: 12,229 shares; 2025Q3: 12,035 shares; 2025Q4: 19,449 shares; 2026Q1: 30,627 shares 30,627 $5.34M 0.01% +11,178 Timeline DUSB 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: 16,711 shares; 2024Q4: 25,583 shares; 2025Q1: 27,540 shares; 2025Q2: 35,761 shares; 2025Q3: 75,038 shares; 2025Q4: 92,985 shares; 2026Q1: 103,113 shares 103,113 $5.23M 0.01% +10,128 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,113 shares; 2024Q4: 59,107 shares; 2025Q1: 94,904 shares; 2025Q2: 97,501 shares; 2025Q3: 104,982 shares; 2025Q4: 116,703 shares; 2026Q1: 112,977 shares 112,977 $5.15M 0.01% -3,726 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: 106,554 shares; 2024Q4: 112,204 shares; 2025Q1: 104,013 shares; 2025Q2: 108,376 shares; 2025Q3: 105,966 shares; 2025Q4: 97,520 shares; 2026Q1: 96,067 shares 96,067 $5.07M 0.01% -1,453 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,818 shares; 2024Q4: 24,856 shares; 2025Q1: 26,312 shares; 2025Q2: 44,308 shares; 2025Q3: 41,799 shares; 2025Q4: 41,298 shares; 2026Q1: 37,941 shares 37,941 $5.03M 0.01% -3,357 Timeline SHE 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: 36,565 shares; 2024Q4: 36,441 shares; 2025Q1: 36,763 shares; 2025Q2: 37,319 shares; 2025Q3: 37,666 shares; 2025Q4: 37,944 shares; 2026Q1: 39,173 shares 39,173 $5.01M 0.01% +1,229 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,274 shares; 2024Q4: 75,622 shares; 2025Q1: 78,082 shares; 2025Q2: 42,205 shares; 2025Q3: 39,954 shares; 2025Q4: 47,991 shares; 2026Q1: 51,423 shares 51,423 $4.97M 0.01% +3,432 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,747 shares; 2024Q4: 18,543 shares; 2025Q1: 20,464 shares; 2025Q2: 23,660 shares; 2025Q3: 22,590 shares; 2025Q4: 21,861 shares; 2026Q1: 19,857 shares 19,857 $4.94M 0.01% -2,004 Timeline DFSI 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: 19,776 shares; 2024Q4: 39,844 shares; 2025Q1: 52,202 shares; 2025Q2: 63,975 shares; 2025Q3: 95,082 shares; 2025Q4: 113,552 shares; 2026Q1: 114,853 shares 114,853 $4.87M 0.01% +1,301 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: 39,978 shares; 2024Q4: 45,318 shares; 2025Q1: 46,612 shares; 2025Q2: 48,331 shares; 2025Q3: 52,886 shares; 2025Q4: 56,988 shares; 2026Q1: 72,022 shares 72,022 $4.86M 0.01% +15,034 Timeline SPMO 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: 12,825 shares; 2024Q4: 23,742 shares; 2025Q1: 21,788 shares; 2025Q2: 21,346 shares; 2025Q3: 26,609 shares; 2025Q4: 34,851 shares; 2026Q1: 42,638 shares 42,638 $4.78M 0.01% +7,787 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,045 shares; 2024Q4: 22,301 shares; 2025Q1: 22,638 shares; 2025Q2: 23,833 shares; 2025Q3: 26,194 shares; 2025Q4: 27,042 shares; 2026Q1: 29,658 shares 29,658 $4.39M 0.01% +2,616 Timeline SPGM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,178 shares; 2026Q1: 56,677 shares 56,677 $4.29M 0.01% +46,499 Timeline GUMI GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 33,954 shares; 2025Q4: 46,690 shares; 2026Q1: 84,767 shares 84,767 $4.27M 0.01% +38,077 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,329 shares; 2024Q4: 297,457 shares; 2025Q1: 317,060 shares; 2025Q2: 320,413 shares; 2025Q3: 306,338 shares; 2025Q4: 315,747 shares; 2026Q1: 156,340 shares 156,340 $4.26M 0.01% -159,407 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,587 shares; 2024Q4: 32,328 shares; 2025Q1: 35,194 shares; 2025Q2: 45,690 shares; 2025Q3: 44,403 shares; 2025Q4: 43,102 shares; 2026Q1: 43,087 shares 43,087 $4.22M 0.01% -15 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,289 shares; 2024Q4: 55,560 shares; 2025Q1: 38,664 shares; 2025Q2: 49,877 shares; 2025Q3: 52,927 shares; 2025Q4: 60,745 shares; 2026Q1: 68,613 shares 68,613 $4.09M 0.01% +7,868 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: 4,873 shares; 2024Q4: 6,077 shares; 2025Q1: 6,027 shares; 2025Q2: 6,238 shares; 2025Q3: 6,782 shares; 2025Q4: 8,117 shares; 2026Q1: 10,966 shares 10,966 $4.06M 0.01% +2,849 Timeline VFMO 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: 20,999 shares; 2025Q2: 20,344 shares; 2025Q3: 20,668 shares; 2025Q4: 20,783 shares; 2026Q1: 20,581 shares 20,581 $4.06M 0.01% -202 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,035 shares; 2024Q4: 91,529 shares; 2025Q1: 91,631 shares; 2025Q2: 74,547 shares; 2025Q3: 77,015 shares; 2025Q4: 78,856 shares; 2026Q1: 109,295 shares 109,295 $4.02M 0.01% +30,439 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: 31,787 shares; 2024Q4: 45,474 shares; 2025Q1: 46,662 shares; 2025Q2: 45,725 shares; 2025Q3: 48,003 shares; 2025Q4: 49,265 shares; 2026Q1: 49,119 shares 49,119 $3.89M 0.01% -146 Timeline DFGR 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: 70,113 shares; 2024Q4: 82,071 shares; 2025Q1: 91,693 shares; 2025Q2: 112,861 shares; 2025Q3: 127,922 shares; 2025Q4: 140,863 shares; 2026Q1: 144,297 shares 144,297 $3.83M 0.01% +3,434 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: 2,679 shares; 2024Q4: 2,816 shares; 2025Q1: 6,009 shares; 2025Q2: 6,304 shares; 2025Q3: 6,897 shares; 2025Q4: 10,957 shares; 2026Q1: 13,308 shares 13,308 $3.82M 0.01% +2,351 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,175 shares; 2024Q4: 80,523 shares; 2025Q1: 89,543 shares; 2025Q2: 105,595 shares; 2025Q3: 108,873 shares; 2025Q4: 105,449 shares; 2026Q1: 112,696 shares 112,696 $3.71M 0.01% +7,247 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,449 shares; 2024Q4: 21,654 shares; 2025Q1: 28,741 shares; 2025Q2: 28,319 shares; 2025Q3: 29,149 shares; 2025Q4: 30,931 shares; 2026Q1: 32,152 shares 32,152 $3.69M 0.01% +1,221 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: 1,760 shares; 2024Q4: 3,504 shares; 2025Q1: 6,425 shares; 2025Q2: 6,029 shares; 2025Q3: 6,504 shares; 2025Q4: 12,295 shares; 2026Q1: 17,416 shares 17,416 $3.63M 0.01% +5,121 Timeline VUSB 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: 292,143 shares; 2024Q4: 299,138 shares; 2025Q1: 268,160 shares; 2025Q2: 110,052 shares; 2025Q3: 63,777 shares; 2025Q4: 57,314 shares; 2026Q1: 70,857 shares 70,857 $3.53M 0.01% +13,543 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: 20,240 shares; 2024Q4: 35,869 shares; 2025Q1: 40,583 shares; 2025Q2: 48,475 shares; 2025Q3: 51,312 shares; 2025Q4: 52,054 shares; 2026Q1: 51,341 shares 51,341 $3.51M 0.01% -713 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,219 shares; 2024Q4: 121,622 shares; 2025Q1: 127,206 shares; 2025Q2: 141,063 shares; 2025Q3: 118,499 shares; 2025Q4: 105,785 shares; 2026Q1: 82,133 shares 82,133 $3.49M 0.01% -23,652 Timeline STXF EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,634 shares; 2024Q4: 42,765 shares; 2025Q1: 48,210 shares; 2025Q2: 63,998 shares; 2025Q3: 63,557 shares; 2025Q4: 62,195 shares; 2026Q1: 82,611 shares 82,611 $3.47M 0.01% +20,416 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: 55,295 shares; 2024Q4: 51,799 shares; 2025Q1: 52,939 shares; 2025Q2: 51,381 shares; 2025Q3: 52,819 shares; 2025Q4: 53,594 shares; 2026Q1: 54,175 shares 54,175 $3.39M 0.01% +581 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,823 shares; 2024Q4: 125,393 shares; 2025Q1: 138,466 shares; 2025Q2: 129,942 shares; 2025Q3: 122,802 shares; 2025Q4: 126,019 shares; 2026Q1: 128,571 shares 128,571 $3.38M 0.01% +2,552 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,004 shares; 2024Q4: 35,666 shares; 2025Q1: 40,040 shares; 2025Q2: 40,885 shares; 2025Q3: 39,334 shares; 2025Q4: 38,602 shares; 2026Q1: 42,608 shares 42,608 $3.37M 0.01% +4,006 Timeline ANGL 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: 91,452 shares; 2024Q4: 101,473 shares; 2025Q1: 101,174 shares; 2025Q2: 103,556 shares; 2025Q3: 109,229 shares; 2025Q4: 114,256 shares; 2026Q1: 111,729 shares 111,729 $3.21M 0.01% -2,527 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,913 shares; 2024Q4: 40,753 shares; 2025Q1: 41,884 shares; 2025Q2: 48,201 shares; 2025Q3: 47,903 shares; 2025Q4: 50,131 shares; 2026Q1: 54,574 shares 54,574 $3.17M 0.01% +4,443 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,647 shares; 2024Q4: 48,923 shares; 2025Q1: 51,143 shares; 2025Q2: 52,775 shares; 2025Q3: 51,230 shares; 2025Q4: 48,226 shares; 2026Q1: 46,461 shares 46,461 $3.16M 0.01% -1,765 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: not reported; 2024Q4: 539 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,041 shares; 2025Q4: 3,704 shares; 2026Q1: 8,442 shares 8,442 $3.14M 0.01% +4,738 Timeline IMTM 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: 46,636 shares; 2024Q4: 49,345 shares; 2025Q1: 63,174 shares; 2025Q2: 63,321 shares; 2025Q3: 64,134 shares; 2025Q4: 64,964 shares; 2026Q1: 64,831 shares 64,831 $3.11M 0.01% -133 Timeline SCHM 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: 27,616 shares; 2024Q4: 79,708 shares; 2025Q1: 157,139 shares; 2025Q2: 183,608 shares; 2025Q3: 140,691 shares; 2025Q4: 104,700 shares; 2026Q1: 100,127 shares 100,127 $3.1M 0.01% -4,573 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,651 shares; 2024Q4: 90,499 shares; 2025Q1: 71,964 shares; 2025Q2: 74,432 shares; 2025Q3: 67,888 shares; 2025Q4: 71,637 shares; 2026Q1: 69,870 shares 69,870 $3.05M 0.01% -1,767 Timeline DFSB 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: 14,596 shares; 2024Q4: 29,488 shares; 2025Q1: 30,066 shares; 2025Q2: 29,362 shares; 2025Q3: 42,198 shares; 2025Q4: 55,176 shares; 2026Q1: 58,369 shares 58,369 $3.02M 0.01% +3,193 Timeline DFIS 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: 92,718 shares; 2024Q4: 103,649 shares; 2025Q1: 93,587 shares; 2025Q2: 85,356 shares; 2025Q3: 87,121 shares; 2025Q4: 91,951 shares; 2026Q1: 86,115 shares 86,115 $2.9M 0.01% -5,836 Timeline SGLC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,578 shares; 2024Q4: 64,446 shares; 2025Q1: 71,946 shares; 2025Q2: 56,008 shares; 2025Q3: 60,557 shares; 2025Q4: 66,623 shares; 2026Q1: 77,896 shares 77,896 $2.89M 0.01% +11,273 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,791 shares; 2024Q4: 1,918 shares; 2025Q1: 4,820 shares; 2025Q2: 4,678 shares; 2025Q3: 4,740 shares; 2025Q4: 7,337 shares; 2026Q1: 10,008 shares 10,008 $2.88M 0.01% +2,671 Timeline AVDE 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: 10,388 shares; 2024Q4: 15,520 shares; 2025Q1: 14,142 shares; 2025Q2: 15,268 shares; 2025Q3: 21,494 shares; 2025Q4: 22,041 shares; 2026Q1: 33,849 shares 33,849 $2.87M 0.01% +11,808 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: 79,827 shares; 2024Q4: 62,978 shares; 2025Q1: 38,151 shares; 2025Q2: 33,684 shares; 2025Q3: 33,262 shares; 2025Q4: 33,043 shares; 2026Q1: 36,328 shares 36,328 $2.73M 0.01% +3,285 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE 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: 33,604 shares; 2025Q3: 70,106 shares; 2025Q4: 83,711 shares; 2026Q1: 75,490 shares 75,490 $2.71M 0.01% -8,221 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: 28,997 shares; 2024Q4: 30,559 shares; 2025Q1: 37,339 shares; 2025Q2: 23,924 shares; 2025Q3: 25,359 shares; 2025Q4: 27,446 shares; 2026Q1: 31,086 shares 31,086 $2.69M 0.01% +3,640 Timeline HISF 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: not reported; 2025Q2: not reported; 2025Q3: 42,374 shares; 2025Q4: 48,680 shares; 2026Q1: 60,028 shares 60,028 $2.66M 0.01% +11,348 Timeline MFUT TIDAL TRUST II More: the full row for TIDAL 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: 150,817 shares; 2025Q3: 164,711 shares; 2025Q4: 161,795 shares; 2026Q1: 150,308 shares 150,308 $2.64M 0.01% -11,487 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,495 shares; 2025Q2: 46,458 shares; 2025Q3: 52,381 shares; 2025Q4: 58,807 shares; 2026Q1: 71,809 shares 71,809 $2.6M <0.01% +13,002 Timeline AVEM 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: 12,409 shares; 2024Q4: 13,657 shares; 2025Q1: 12,285 shares; 2025Q2: 25,672 shares; 2025Q3: 27,468 shares; 2025Q4: 27,850 shares; 2026Q1: 32,188 shares 32,188 $2.59M <0.01% +4,338 Timeline AVGE 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: 6,276 shares; 2024Q4: 25,738 shares; 2025Q1: 28,048 shares; 2025Q2: 24,772 shares; 2025Q3: 24,799 shares; 2025Q4: 28,905 shares; 2026Q1: 29,062 shares 29,062 $2.56M <0.01% +157 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: 6,700 shares; 2024Q4: 6,653 shares; 2025Q1: 6,746 shares; 2025Q2: 7,070 shares; 2025Q3: 6,611 shares; 2025Q4: 5,720 shares; 2026Q1: 5,970 shares 5,970 $2.55M <0.01% +250 Timeline IGOV 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: 17,924 shares; 2025Q3: 48,404 shares; 2025Q4: 60,265 shares; 2026Q1: 61,151 shares 61,151 $2.51M <0.01% +886 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: 7,590 shares; 2024Q4: 8,254 shares; 2025Q1: 8,465 shares; 2025Q2: 7,501 shares; 2025Q3: 17,747 shares; 2025Q4: 19,105 shares; 2026Q1: 20,590 shares 20,590 $2.44M <0.01% +1,485 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,406 shares; 2024Q4: 10,137 shares; 2025Q1: 11,265 shares; 2025Q2: 12,836 shares; 2025Q3: 12,783 shares; 2025Q4: 13,031 shares; 2026Q1: 11,862 shares 11,862 $2.44M <0.01% -1,169 Timeline VAMO CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,865 shares; 2024Q4: 81,114 shares; 2025Q1: 78,874 shares; 2025Q2: 74,437 shares; 2025Q3: 73,895 shares; 2025Q4: 71,647 shares; 2026Q1: 67,283 shares 67,283 $2.39M <0.01% -4,364 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: 38,531 shares; 2024Q4: 47,313 shares; 2025Q1: 32,122 shares; 2025Q2: 29,548 shares; 2025Q3: 29,465 shares; 2025Q4: 30,356 shares; 2026Q1: 28,661 shares 28,661 $2.37M <0.01% -1,695 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,979 shares; 2024Q4: 15,104 shares; 2025Q1: 13,512 shares; 2025Q2: 20,660 shares; 2025Q3: 22,005 shares; 2025Q4: 32,163 shares; 2026Q1: 41,669 shares 41,669 $2.36M <0.01% +9,506 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: 20,290 shares; 2024Q4: 24,370 shares; 2025Q1: 16,703 shares; 2025Q2: 17,156 shares; 2025Q3: 17,353 shares; 2025Q4: 19,213 shares; 2026Q1: 21,232 shares 21,232 $2.34M <0.01% +2,019 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: 10,822 shares; 2024Q4: 11,021 shares; 2025Q1: 9,290 shares; 2025Q2: 9,726 shares; 2025Q3: 18,329 shares; 2025Q4: 22,380 shares; 2026Q1: 26,555 shares 26,555 $2.34M <0.01% +4,175 Timeline GVAL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,990 shares; 2024Q4: 99,634 shares; 2025Q1: 95,531 shares; 2025Q2: 81,227 shares; 2025Q3: 79,190 shares; 2025Q4: 77,054 shares; 2026Q1: 70,488 shares 70,488 $2.34M <0.01% -6,566 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: not reported; 2024Q4: 494 shares; 2025Q1: 1,503 shares; 2025Q2: 2,777 shares; 2025Q3: 3,276 shares; 2025Q4: 3,997 shares; 2026Q1: 3,322 shares 3,322 $2.32M <0.01% -675 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: 5,103 shares; 2024Q4: 14,903 shares; 2025Q1: 13,437 shares; 2025Q2: 28,997 shares; 2025Q3: 33,459 shares; 2025Q4: 34,212 shares; 2026Q1: 82,460 shares 82,460 $2.3M <0.01% +48,248 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,142 shares; 2024Q4: 43,298 shares; 2025Q1: 41,533 shares; 2025Q2: 44,439 shares; 2025Q3: 44,296 shares; 2025Q4: 42,125 shares; 2026Q1: 46,021 shares 46,021 $2.25M <0.01% +3,896 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,500 shares; 2024Q4: 38,777 shares; 2025Q1: 37,791 shares; 2025Q2: 46,166 shares; 2025Q3: 46,739 shares; 2025Q4: 44,908 shares; 2026Q1: 47,954 shares 47,954 $2.22M <0.01% +3,046 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,127 shares; 2025Q4: 22,460 shares; 2026Q1: 24,002 shares 24,002 $2.22M <0.01% +1,542 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,684 shares; 2024Q4: 53,591 shares; 2025Q1: 52,848 shares; 2025Q2: 46,854 shares; 2025Q3: 46,475 shares; 2025Q4: 44,699 shares; 2026Q1: 43,134 shares 43,134 $2.19M <0.01% -1,565 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 230,860 shares; 2025Q1: 235,443 shares; 2025Q2: 118,562 shares; 2025Q3: 92,717 shares; 2025Q4: 94,005 shares; 2026Q1: 82,317 shares 82,317 $2.16M <0.01% -11,688 Timeline QEFA SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,566 shares; 2024Q4: 22,375 shares; 2025Q1: 22,974 shares; 2025Q2: 21,208 shares; 2025Q3: 21,630 shares; 2025Q4: 22,780 shares; 2026Q1: 23,053 shares 23,053 $2.15M <0.01% +273 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: not reported; 2024Q4: 227 shares; 2025Q1: 262 shares; 2025Q2: 1,074 shares; 2025Q3: 1,215 shares; 2025Q4: 1,785 shares; 2026Q1: 2,132 shares 2,132 $2.12M <0.01% +347 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: 10,672 shares; 2024Q4: 10,569 shares; 2025Q1: 10,755 shares; 2025Q2: 12,491 shares; 2025Q3: 13,365 shares; 2025Q4: 19,357 shares; 2026Q1: 30,978 shares 30,978 $2.11M <0.01% +11,621 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: 20,688 shares; 2024Q4: 71,937 shares; 2025Q1: 77,442 shares; 2025Q2: 84,617 shares; 2025Q3: 90,822 shares; 2025Q4: 93,994 shares; 2026Q1: 42,951 shares 42,951 $2.1M <0.01% -51,043 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: 15,140 shares; 2024Q4: 27,281 shares; 2025Q1: 38,505 shares; 2025Q2: 47,597 shares; 2025Q3: 55,660 shares; 2025Q4: 56,550 shares; 2026Q1: 63,602 shares 63,602 $2.05M <0.01% +7,052 Timeline DEHP 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: 37,340 shares; 2024Q4: 48,062 shares; 2025Q1: 55,998 shares; 2025Q2: 53,737 shares; 2025Q3: 58,119 shares; 2025Q4: 58,233 shares; 2026Q1: 60,187 shares 60,187 $2.03M <0.01% +1,954 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,879 shares; 2024Q4: 90,453 shares; 2025Q1: 62,090 shares; 2025Q2: 126,054 shares; 2025Q3: 123,639 shares; 2025Q4: 124,386 shares; 2026Q1: 135,281 shares 135,281 $2.03M <0.01% +10,895 Timeline PULS 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: 61,310 shares; 2024Q4: 41,390 shares; 2025Q1: 31,086 shares; 2025Q2: 32,714 shares; 2025Q3: 34,676 shares; 2025Q4: 35,881 shares; 2026Q1: 40,663 shares 40,663 $2.01M <0.01% +4,782 Timeline SCHR 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: 25,854 shares; 2024Q4: 60,888 shares; 2025Q1: 63,565 shares; 2025Q2: 64,231 shares; 2025Q3: 67,774 shares; 2025Q4: 75,483 shares; 2026Q1: 80,590 shares 80,590 $2.01M <0.01% +5,107 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: 5,130 shares; 2024Q4: 5,178 shares; 2025Q1: 7,340 shares; 2025Q2: 9,311 shares; 2025Q3: 8,043 shares; 2025Q4: 11,508 shares; 2026Q1: 15,475 shares 15,475 $1.98M <0.01% +3,967 Timeline PCY 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: 75,728 shares; 2024Q4: 60,003 shares; 2025Q1: 43,967 shares; 2025Q2: 117,997 shares; 2025Q3: 101,665 shares; 2025Q4: 70,287 shares; 2026Q1: 91,910 shares 91,910 $1.92M <0.01% +21,623 Timeline QXQ RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,628 shares; 2024Q4: 46,967 shares; 2025Q1: 54,392 shares; 2025Q2: 51,031 shares; 2025Q3: 53,700 shares; 2025Q4: 64,233 shares; 2026Q1: 74,449 shares 74,449 $1.91M <0.01% +10,216 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,796 shares; 2024Q4: 17,029 shares; 2025Q1: 16,723 shares; 2025Q2: 14,154 shares; 2025Q3: 15,629 shares; 2025Q4: 17,797 shares; 2026Q1: 20,016 shares 20,016 $1.83M <0.01% +2,219 Timeline ISTB 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: 39,238 shares; 2024Q4: 39,779 shares; 2025Q1: 37,372 shares; 2025Q2: 39,922 shares; 2025Q3: 39,525 shares; 2025Q4: 39,896 shares; 2026Q1: 36,320 shares 36,320 $1.76M <0.01% -3,576 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: 681 shares; 2024Q4: 774 shares; 2025Q1: 759 shares; 2025Q2: 852 shares; 2025Q3: 1,418 shares; 2025Q4: 2,083 shares; 2026Q1: 3,608 shares 3,608 $1.73M <0.01% +1,525 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,526 shares; 2024Q4: 11,495 shares; 2025Q1: 11,262 shares; 2025Q2: 3,685 shares; 2025Q3: not reported; 2025Q4: 9,133 shares; 2026Q1: 18,150 shares 18,150 $1.68M <0.01% +9,017 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,997 shares; 2024Q4: 36,222 shares; 2025Q1: 36,136 shares; 2025Q2: 41,745 shares; 2025Q3: 42,467 shares; 2025Q4: 42,814 shares; 2026Q1: 43,678 shares 43,678 $1.67M <0.01% +864 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,106 shares; 2024Q4: 45,011 shares; 2025Q1: 56,946 shares; 2025Q2: 102,641 shares; 2025Q3: 32,785 shares; 2025Q4: 32,984 shares; 2026Q1: 33,137 shares 33,137 $1.66M <0.01% +153 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,893 shares; 2024Q4: 9,701 shares; 2025Q1: 10,244 shares; 2025Q2: 11,795 shares; 2025Q3: 12,252 shares; 2025Q4: 14,795 shares; 2026Q1: 14,654 shares 14,654 $1.66M <0.01% -141 Timeline CVSB MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,421 shares; 2025Q2: 20,234 shares; 2025Q3: 26,421 shares; 2025Q4: 30,885 shares; 2026Q1: 32,678 shares 32,678 $1.65M <0.01% +1,793 Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL 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: 49,757 shares 49,757 $1.65M <0.01% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,202 shares; 2025Q3: 23,311 shares; 2025Q4: 26,041 shares; 2026Q1: 26,109 shares 26,109 $1.64M <0.01% +68 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,237 shares; 2024Q4: 16,882 shares; 2025Q1: 5,438 shares; 2025Q2: 7,231 shares; 2025Q3: 6,513 shares; 2025Q4: 6,952 shares; 2026Q1: 6,776 shares 6,776 $1.63M <0.01% -176 Timeline LRGF 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: 23,171 shares; 2025Q1: 24,778 shares; 2025Q2: 24,567 shares; 2025Q3: 24,771 shares; 2025Q4: 24,937 shares; 2026Q1: 24,535 shares 24,535 $1.62M <0.01% -402 Timeline FNDA 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: 23,175 shares; 2024Q4: 43,888 shares; 2025Q1: 42,776 shares; 2025Q2: 40,929 shares; 2025Q3: 43,083 shares; 2025Q4: 44,736 shares; 2026Q1: 49,836 shares 49,836 $1.62M <0.01% +5,100 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: 17,675 shares; 2024Q4: 21,149 shares; 2025Q1: 22,152 shares; 2025Q2: 24,515 shares; 2025Q3: 25,273 shares; 2025Q4: 27,067 shares; 2026Q1: 20,297 shares 20,297 $1.6M <0.01% -6,770 Timeline EFAV 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: 8,327 shares; 2025Q3: 15,238 shares; 2025Q4: 17,889 shares; 2026Q1: 17,466 shares 17,466 $1.6M <0.01% -423 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,109 shares; 2024Q4: 18,956 shares; 2025Q1: 20,063 shares; 2025Q2: 22,052 shares; 2025Q3: 18,470 shares; 2025Q4: 19,740 shares; 2026Q1: 31,498 shares 31,498 $1.59M <0.01% +11,758 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,463 shares; 2024Q4: 25,066 shares; 2025Q1: 25,633 shares; 2025Q2: 26,705 shares; 2025Q3: 25,849 shares; 2025Q4: 47,364 shares; 2026Q1: 31,722 shares 31,722 $1.58M <0.01% -15,642 Timeline CBTJ 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: 10,387 shares; 2025Q2: 79,734 shares; 2025Q3: 97,147 shares; 2025Q4: 87,843 shares; 2026Q1: 83,569 shares 83,569 $1.58M <0.01% -4,274 Timeline VSGX 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: 30,113 shares; 2024Q4: 27,945 shares; 2025Q1: 30,340 shares; 2025Q2: 19,427 shares; 2025Q3: 19,527 shares; 2025Q4: 21,294 shares; 2026Q1: 21,842 shares 21,842 $1.57M <0.01% +548 Timeline FTGS 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: 9,581 shares; 2025Q2: 24,040 shares; 2025Q3: 34,258 shares; 2025Q4: 39,342 shares; 2026Q1: 44,592 shares 44,592 $1.52M <0.01% +5,250 Timeline VETZ 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: not reported; 2024Q4: 42,267 shares; 2025Q1: 43,591 shares; 2025Q2: 61,435 shares; 2025Q3: 67,027 shares; 2025Q4: 72,375 shares; 2026Q1: 74,450 shares 74,450 $1.49M <0.01% +2,075 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,760 shares; 2024Q4: 10,881 shares; 2025Q1: 11,071 shares; 2025Q2: 10,456 shares; 2025Q3: 10,092 shares; 2025Q4: 10,696 shares; 2026Q1: 15,651 shares 15,651 $1.48M <0.01% +4,955 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,250 shares; 2024Q4: 18,611 shares; 2025Q1: 18,691 shares; 2025Q2: 18,435 shares; 2025Q3: 18,360 shares; 2025Q4: 13,747 shares; 2026Q1: 13,816 shares 13,816 $1.47M <0.01% +69 Timeline SDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,632 shares; 2024Q4: 19,197 shares; 2025Q1: 25,500 shares; 2025Q2: 38,894 shares; 2025Q3: 44,416 shares; 2025Q4: 47,583 shares; 2026Q1: 37,361 shares 37,361 $1.47M <0.01% -10,222 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,463 shares; 2024Q4: 32,801 shares; 2025Q1: 33,502 shares; 2025Q2: 34,061 shares; 2025Q3: 34,759 shares; 2025Q4: 38,249 shares; 2026Q1: 33,850 shares 33,850 $1.47M <0.01% -4,399 Timeline IDMO 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: 14,850 shares; 2024Q4: 15,943 shares; 2025Q1: 11,183 shares; 2025Q2: 19,358 shares; 2025Q3: 19,721 shares; 2025Q4: 28,710 shares; 2026Q1: 26,549 shares 26,549 $1.46M <0.01% -2,161 Timeline CFIT CAMBRIA ETF TR More: the full row for CAMBRIA 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: 47,974 shares; 2025Q3: 57,151 shares; 2025Q4: 58,425 shares; 2026Q1: 58,292 shares 58,292 $1.45M <0.01% -133 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,312 shares; 2024Q4: 2,997 shares; 2025Q1: 4,629 shares; 2025Q2: 4,009 shares; 2025Q3: 4,004 shares; 2025Q4: 3,410 shares; 2026Q1: 3,914 shares 3,914 $1.44M <0.01% +504 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,509 shares; 2024Q4: 21,067 shares; 2025Q1: 21,825 shares; 2025Q2: 22,036 shares; 2025Q3: 23,080 shares; 2025Q4: 24,731 shares; 2026Q1: 21,401 shares 21,401 $1.44M <0.01% -3,330 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,379 shares; 2024Q4: 19,588 shares; 2025Q1: 19,428 shares; 2025Q2: 13,341 shares; 2025Q3: 11,073 shares; 2025Q4: 10,771 shares; 2026Q1: 19,985 shares 19,985 $1.43M <0.01% +9,214 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,850 shares; 2024Q4: 31,045 shares; 2025Q1: 22,741 shares; 2025Q2: 16,200 shares; 2025Q3: 15,915 shares; 2025Q4: 14,509 shares; 2026Q1: 14,351 shares 14,351 $1.37M <0.01% -158 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,414 shares; 2024Q4: 9,766 shares; 2025Q1: 10,558 shares; 2025Q2: 20,162 shares; 2025Q3: 19,527 shares; 2025Q4: 18,476 shares; 2026Q1: 17,225 shares 17,225 $1.37M <0.01% -1,251 Timeline DFAW 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: 8,142 shares; 2024Q4: 8,370 shares; 2025Q1: 9,426 shares; 2025Q2: 17,549 shares; 2025Q3: 18,020 shares; 2025Q4: 17,824 shares; 2026Q1: 18,519 shares 18,519 $1.37M <0.01% +695 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,325 shares; 2024Q4: 11,112 shares; 2025Q1: 9,854 shares; 2025Q2: 5,457 shares; 2025Q3: 4,740 shares; 2025Q4: 18,137 shares; 2026Q1: 27,003 shares 27,003 $1.33M <0.01% +8,866 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: 5,515 shares; 2024Q4: 6,110 shares; 2025Q1: 5,889 shares; 2025Q2: 6,315 shares; 2025Q3: 5,704 shares; 2025Q4: 5,960 shares; 2026Q1: 5,369 shares 5,369 $1.33M <0.01% -591 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,035 shares; 2024Q4: 9,667 shares; 2025Q1: 11,700 shares; 2025Q2: 22,393 shares; 2025Q3: 28,215 shares; 2025Q4: 26,585 shares; 2026Q1: 27,643 shares 27,643 $1.32M <0.01% +1,058 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,509 shares; 2024Q4: 7,636 shares; 2025Q1: 11,002 shares; 2025Q2: 18,202 shares; 2025Q3: 20,501 shares; 2025Q4: 22,684 shares; 2026Q1: 32,236 shares 32,236 $1.32M <0.01% +9,552 Timeline DFSE 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: 10,520 shares; 2024Q4: 17,614 shares; 2025Q1: 20,819 shares; 2025Q2: 16,083 shares; 2025Q3: 25,497 shares; 2025Q4: 29,875 shares; 2026Q1: 30,902 shares 30,902 $1.31M <0.01% +1,027 Timeline SCHP 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: 19,437 shares; 2024Q4: 38,993 shares; 2025Q1: 37,436 shares; 2025Q2: 40,946 shares; 2025Q3: 42,002 shares; 2025Q4: 45,228 shares; 2026Q1: 48,718 shares 48,718 $1.3M <0.01% +3,490 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: 2,502 shares; 2024Q4: 1,368 shares; 2025Q1: 2,644 shares; 2025Q2: 2,957 shares; 2025Q3: 2,540 shares; 2025Q4: 3,958 shares; 2026Q1: 3,572 shares 3,572 $1.27M <0.01% -386 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: not reported; 2024Q4: 6,113 shares; 2025Q1: 8,225 shares; 2025Q2: 6,415 shares; 2025Q3: 8,851 shares; 2025Q4: 16,655 shares; 2026Q1: 21,526 shares 21,526 $1.27M <0.01% +4,871 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: 564 shares; 2024Q4: 572 shares; 2025Q1: 595 shares; 2025Q2: 594 shares; 2025Q3: 622 shares; 2025Q4: 612 shares; 2026Q1: 1,495 shares 1,495 $1.26M <0.01% +883 Timeline EMLP 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: 41,855 shares; 2024Q4: 40,875 shares; 2025Q1: 39,216 shares; 2025Q2: 39,088 shares; 2025Q3: 39,679 shares; 2025Q4: 40,545 shares; 2026Q1: 28,773 shares 28,773 $1.26M <0.01% -11,772 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,339 shares; 2025Q4: 7,039 shares; 2026Q1: 23,363 shares 23,363 $1.26M <0.01% +16,324 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: 9,210 shares; 2025Q3: 13,604 shares; 2025Q4: 14,490 shares; 2026Q1: 15,521 shares 15,521 $1.25M <0.01% +1,031 Timeline ILTB 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: 18,099 shares; 2024Q4: 19,749 shares; 2025Q1: 22,092 shares; 2025Q2: 25,167 shares; 2025Q3: 24,131 shares; 2025Q4: 24,224 shares; 2026Q1: 25,422 shares 25,422 $1.25M <0.01% +1,198 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,325 shares; 2024Q4: 2,445 shares; 2025Q1: 5,505 shares; 2025Q2: 6,025 shares; 2025Q3: 6,748 shares; 2025Q4: 7,954 shares; 2026Q1: 8,475 shares 8,475 $1.24M <0.01% +521 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,746 shares; 2024Q4: 7,778 shares; 2025Q1: 6,327 shares; 2025Q2: 8,809 shares; 2025Q3: 10,511 shares; 2025Q4: 13,407 shares; 2026Q1: 14,868 shares 14,868 $1.24M <0.01% +1,461 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,092 shares; 2024Q4: 15,501 shares; 2025Q1: 16,159 shares; 2025Q2: 17,383 shares; 2025Q3: 18,444 shares; 2025Q4: 18,051 shares; 2026Q1: 16,302 shares 16,302 $1.21M <0.01% -1,749 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,231 shares; 2024Q4: 1,260 shares; 2025Q1: 1,336 shares; 2025Q2: 1,485 shares; 2025Q3: 1,690 shares; 2025Q4: 2,321 shares; 2026Q1: 3,876 shares 3,876 $1.2M <0.01% +1,555 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,352 shares; 2024Q4: 19,279 shares; 2025Q1: 19,796 shares; 2025Q2: 19,867 shares; 2025Q3: 19,986 shares; 2025Q4: 20,722 shares; 2026Q1: 39,698 shares 39,698 $1.2M <0.01% +18,976 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: 485 shares; 2024Q4: 545 shares; 2025Q1: 572 shares; 2025Q2: 607 shares; 2025Q3: 690 shares; 2025Q4: 1,277 shares; 2026Q1: 2,083 shares 2,083 $1.19M <0.01% +806 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,429 shares; 2024Q4: 14,904 shares; 2025Q1: 15,031 shares; 2025Q2: 16,028 shares; 2025Q3: 15,702 shares; 2025Q4: 15,427 shares; 2026Q1: 14,491 shares 14,491 $1.18M <0.01% -936 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,798 shares; 2024Q4: 89,951 shares; 2025Q1: 88,688 shares; 2025Q2: 73,006 shares; 2025Q3: 108,925 shares; 2025Q4: 113,725 shares; 2026Q1: 113,866 shares 113,866 $1.18M <0.01% +141 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: 3,779 shares; 2024Q4: 3,629 shares; 2025Q1: 3,897 shares; 2025Q2: 3,777 shares; 2025Q3: 2,845 shares; 2025Q4: 2,397 shares; 2026Q1: 3,694 shares 3,694 $1.16M <0.01% +1,297 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,447 shares; 2024Q4: 16,181 shares; 2025Q1: 16,325 shares; 2025Q2: 14,759 shares; 2025Q3: 14,986 shares; 2025Q4: 14,755 shares; 2026Q1: 14,679 shares 14,679 $1.16M <0.01% -76 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,911 shares; 2025Q4: 2,246 shares; 2026Q1: 2,487 shares 2,487 $1.15M <0.01% +241 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: 5,460 shares; 2024Q4: 6,418 shares; 2025Q1: 6,985 shares; 2025Q2: 7,549 shares; 2025Q3: 7,294 shares; 2025Q4: 8,201 shares; 2026Q1: 9,111 shares 9,111 $1.13M <0.01% +910 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 20,872 shares; 2025Q3: 23,600 shares; 2025Q4: 26,652 shares; 2026Q1: 30,200 shares 30,200 $1.12M <0.01% +3,548 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,584 shares; 2024Q4: 10,942 shares; 2025Q1: 10,732 shares; 2025Q2: 10,423 shares; 2025Q3: 9,956 shares; 2025Q4: 16,160 shares; 2026Q1: 20,195 shares 20,195 $1.12M <0.01% +4,035 Timeline AVIV 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: 4,179 shares; 2025Q3: 5,277 shares; 2025Q4: 5,027 shares; 2026Q1: 14,947 shares 14,947 $1.12M <0.01% +9,920 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,527 shares; 2024Q4: 7,460 shares; 2025Q1: 8,101 shares; 2025Q2: 8,209 shares; 2025Q3: 8,228 shares; 2025Q4: 15,903 shares; 2026Q1: 18,102 shares 18,102 $1.11M <0.01% +2,199 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,971 shares; 2024Q4: 21,309 shares; 2025Q1: 20,433 shares; 2025Q2: 17,372 shares; 2025Q3: 17,930 shares; 2025Q4: 29,472 shares; 2026Q1: 24,739 shares 24,739 $1.1M <0.01% -4,733 Timeline AAXJ 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: 9,936 shares; 2024Q4: 10,160 shares; 2025Q1: 10,147 shares; 2025Q2: 10,126 shares; 2025Q3: 10,637 shares; 2025Q4: 10,854 shares; 2026Q1: 11,382 shares 11,382 $1.1M <0.01% +528 Timeline AVLC 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: 13,974 shares 13,974 $1.08M <0.01% new Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING 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: 54,477 shares 54,477 $1.08M <0.01% new Timeline DYTA RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,186 shares; 2024Q4: 24,537 shares; 2025Q1: 30,111 shares; 2025Q2: 24,993 shares; 2025Q3: 27,457 shares; 2025Q4: 31,558 shares; 2026Q1: 38,245 shares 38,245 $1.07M <0.01% +6,687 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: 28,638 shares; 2024Q4: 30,171 shares; 2025Q1: 20,749 shares; 2025Q2: 15,103 shares; 2025Q3: 13,956 shares; 2025Q4: 10,617 shares; 2026Q1: 10,880 shares 10,880 $1.06M <0.01% +263 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,345 shares; 2025Q3: 4,627 shares; 2025Q4: 6,049 shares; 2026Q1: 7,139 shares 7,139 $1.05M <0.01% +1,090 Timeline VDE 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: not reported; 2024Q4: not reported; 2025Q1: 4,896 shares; 2025Q2: 4,804 shares; 2025Q3: 5,021 shares; 2025Q4: 6,426 shares; 2026Q1: 6,021 shares 6,021 $1.04M <0.01% -405 Timeline EUSB 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: 34,471 shares; 2024Q4: 35,549 shares; 2025Q1: 35,589 shares; 2025Q2: 35,270 shares; 2025Q3: 47,673 shares; 2025Q4: 47,201 shares; 2026Q1: 23,820 shares 23,820 $1.04M <0.01% -23,381 Timeline EMLC 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: 38,763 shares; 2024Q4: 39,236 shares; 2025Q1: 37,727 shares; 2025Q2: 58,285 shares; 2025Q3: 53,176 shares; 2025Q4: 48,709 shares; 2026Q1: 41,135 shares 41,135 $1.03M <0.01% -7,574 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,117 shares; 2025Q1: 6,461 shares; 2025Q2: 5,319 shares; 2025Q3: 5,730 shares; 2025Q4: 8,481 shares; 2026Q1: 8,881 shares 8,881 $1.01M <0.01% +400 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: 10,679 shares; 2024Q4: 11,559 shares; 2025Q1: 9,214 shares; 2025Q2: 9,781 shares; 2025Q3: 11,547 shares; 2025Q4: 12,010 shares; 2026Q1: 14,265 shares 14,265 $1.01M <0.01% +2,255 Timeline GRNB 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: 118,819 shares; 2025Q4: 120,117 shares; 2026Q1: 42,325 shares 42,325 $1.01M <0.01% -77,792 Timeline FYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,693 shares; 2024Q4: 35,018 shares; 2025Q1: 34,283 shares; 2025Q2: 30,311 shares; 2025Q3: 30,023 shares; 2025Q4: 28,953 shares; 2026Q1: 26,489 shares 26,489 $989K <0.01% -2,464 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,600 shares; 2024Q4: 5,305 shares; 2025Q1: 10,225 shares; 2025Q2: 7,952 shares; 2025Q3: 7,151 shares; 2025Q4: 18,087 shares; 2026Q1: 21,428 shares 21,428 $983K <0.01% +3,341 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,311 shares; 2026Q1: 4,483 shares 4,483 $981K <0.01% +3,172 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,862 shares; 2024Q4: 5,456 shares; 2025Q1: 6,397 shares; 2025Q2: 8,656 shares; 2025Q3: 9,112 shares; 2025Q4: 9,762 shares; 2026Q1: 9,568 shares 9,568 $973K <0.01% -194 Timeline USSG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,058 shares; 2025Q1: 7,615 shares; 2025Q2: 10,238 shares; 2025Q3: 10,891 shares; 2025Q4: 14,137 shares; 2026Q1: 16,139 shares 16,139 $963K <0.01% +2,002 Timeline VRIG INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,359 shares; 2024Q4: 42,226 shares; 2025Q1: 46,292 shares; 2025Q2: 46,346 shares; 2025Q3: 49,907 shares; 2025Q4: 50,338 shares; 2026Q1: 38,313 shares 38,313 $959K <0.01% -12,025 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: 3,044 shares; 2025Q3: 7,689 shares; 2025Q4: 8,055 shares; 2026Q1: 9,382 shares 9,382 $949K <0.01% +1,327 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,065 shares; 2024Q4: 1,836 shares; 2025Q1: 1,977 shares; 2025Q2: 1,853 shares; 2025Q3: 1,765 shares; 2025Q4: 1,480 shares; 2026Q1: 2,470 shares 2,470 $947K <0.01% +990 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,149 shares; 2024Q4: 14,744 shares; 2025Q1: 13,690 shares; 2025Q2: 16,037 shares; 2025Q3: 21,658 shares; 2025Q4: 21,127 shares; 2026Q1: 20,979 shares 20,979 $945K <0.01% -148 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: not reported; 2024Q4: not reported; 2025Q1: 224 shares; 2025Q2: 254 shares; 2025Q3: 303 shares; 2025Q4: 5,750 shares; 2026Q1: 9,704 shares 9,704 $933K <0.01% +3,954 Timeline EYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,904 shares; 2024Q4: 29,076 shares; 2025Q1: 28,364 shares; 2025Q2: 24,802 shares; 2025Q3: 24,532 shares; 2025Q4: 23,910 shares; 2026Q1: 22,388 shares 22,388 $927K <0.01% -1,522 Timeline TYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 27,038 shares; 2025Q3: 34,604 shares; 2025Q4: 36,282 shares; 2026Q1: 36,636 shares 36,636 $921K <0.01% +354 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,298 shares; 2026Q1: 14,308 shares 14,308 $919K <0.01% +2,010 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 12,469 shares; 2025Q1: 17,290 shares; 2025Q2: 17,505 shares; 2025Q3: 18,923 shares; 2025Q4: 21,041 shares; 2026Q1: 22,781 shares 22,781 $914K <0.01% +1,740 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,192 shares; 2026Q1: 40,249 shares 40,249 $910K <0.01% +18,057 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: 5,947 shares; 2024Q4: 5,513 shares; 2025Q1: 5,773 shares; 2025Q2: 5,238 shares; 2025Q3: 5,552 shares; 2025Q4: 5,557 shares; 2026Q1: 5,840 shares 5,840 $906K <0.01% +283 Timeline BOND 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: 5,165 shares; 2024Q4: 5,208 shares; 2025Q1: 6,628 shares; 2025Q2: 6,037 shares; 2025Q3: 6,562 shares; 2025Q4: 8,451 shares; 2026Q1: 9,797 shares 9,797 $904K <0.01% +1,346 Timeline AVIG 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: 9,811 shares; 2024Q4: 14,967 shares; 2025Q1: 18,120 shares; 2025Q2: 18,305 shares; 2025Q3: 17,727 shares; 2025Q4: 17,866 shares; 2026Q1: 21,691 shares 21,691 $901K <0.01% +3,825 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,213 shares; 2025Q2: 21,525 shares; 2025Q3: 24,746 shares; 2025Q4: 28,639 shares; 2026Q1: 21,439 shares 21,439 $900K <0.01% -7,200 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,884 shares; 2024Q4: 13,203 shares; 2025Q1: 13,358 shares; 2025Q2: 12,591 shares; 2025Q3: 12,915 shares; 2025Q4: 14,510 shares; 2026Q1: 14,862 shares 14,862 $893K <0.01% +352 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,915 shares; 2024Q4: 17,432 shares; 2025Q1: 24,098 shares; 2025Q2: 23,741 shares; 2025Q3: 25,958 shares; 2025Q4: 27,229 shares; 2026Q1: 30,276 shares 30,276 $883K <0.01% +3,047 Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,720 shares; 2025Q2: 10,219 shares; 2025Q3: 15,196 shares; 2025Q4: 17,388 shares; 2026Q1: 17,054 shares 17,054 $866K <0.01% -334 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: 3,647 shares; 2024Q4: 2,156 shares; 2025Q1: 1,763 shares; 2025Q2: 1,831 shares; 2025Q3: 1,948 shares; 2025Q4: 4,532 shares; 2026Q1: 5,922 shares 5,922 $863K <0.01% +1,390 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,317 shares; 2024Q4: 8,577 shares; 2025Q1: 7,920 shares; 2025Q2: 9,678 shares; 2025Q3: 9,654 shares; 2025Q4: 9,054 shares; 2026Q1: 9,110 shares 9,110 $862K <0.01% +56 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: 4,402 shares; 2024Q4: 9,584 shares; 2025Q1: 9,775 shares; 2025Q2: 10,234 shares; 2025Q3: 10,431 shares; 2025Q4: 10,580 shares; 2026Q1: 10,658 shares 10,658 $836K <0.01% +78 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,840 shares; 2025Q2: 18,529 shares; 2025Q3: 24,250 shares; 2025Q4: 26,414 shares; 2026Q1: 33,585 shares 33,585 $832K <0.01% +7,171 Timeline SCHO 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: 8,367 shares; 2026Q1: 34,169 shares 34,169 $829K <0.01% +25,802 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,459 shares; 2024Q4: 11,141 shares; 2025Q1: 10,223 shares; 2025Q2: 8,082 shares; 2025Q3: 7,805 shares; 2025Q4: 6,695 shares; 2026Q1: 6,870 shares 6,870 $829K <0.01% +175 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO 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: 5,282 shares; 2026Q1: 17,552 shares 17,552 $820K <0.01% +12,270 Timeline DIVI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,705 shares; 2024Q4: 8,631 shares; 2025Q1: 9,777 shares; 2025Q2: 9,397 shares; 2025Q3: 10,106 shares; 2025Q4: 16,467 shares; 2026Q1: 20,442 shares 20,442 $814K <0.01% +3,975 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,245 shares; 2024Q4: 8,728 shares; 2025Q1: 9,097 shares; 2025Q2: 17,041 shares; 2025Q3: 16,889 shares; 2025Q4: 16,094 shares; 2026Q1: 16,706 shares 16,706 $810K <0.01% +612 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,824 shares; 2025Q3: 22,344 shares; 2025Q4: 26,546 shares; 2026Q1: 29,637 shares 29,637 $810K <0.01% +3,091 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,265 shares; 2025Q1: 114,470 shares; 2025Q2: 53,683 shares; 2025Q3: 27,602 shares; 2025Q4: 28,313 shares; 2026Q1: 29,767 shares 29,767 $808K <0.01% +1,454 Timeline IVOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,352 shares; 2024Q4: 8,088 shares; 2025Q1: 7,858 shares; 2025Q2: 7,176 shares; 2025Q3: 6,853 shares; 2025Q4: 6,609 shares; 2026Q1: 6,400 shares 6,400 $800K <0.01% -209 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: not reported; 2024Q4: not reported; 2025Q1: 10,470 shares; 2025Q2: 9,036 shares; 2025Q3: 9,786 shares; 2025Q4: 13,120 shares; 2026Q1: 16,186 shares 16,186 $799K <0.01% +3,066 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,226 shares 8,226 $798K <0.01% new Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD 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: 17,147 shares 17,147 $792K <0.01% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,764 shares; 2026Q1: 5,386 shares 5,386 $788K <0.01% +2,622 Timeline RLY 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: 11,135 shares; 2024Q4: 11,520 shares; 2025Q1: 39,848 shares; 2025Q2: 15,254 shares; 2025Q3: 17,027 shares; 2025Q4: 18,340 shares; 2026Q1: 21,766 shares 21,766 $787K <0.01% +3,426 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,843 shares; 2024Q4: 4,044 shares; 2025Q1: 3,963 shares; 2025Q2: 3,887 shares; 2025Q3: 3,911 shares; 2025Q4: 3,904 shares; 2026Q1: 3,941 shares 3,941 $765K <0.01% +37 Timeline PSK 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: 23,849 shares; 2024Q4: 23,849 shares; 2025Q1: 23,966 shares; 2025Q2: 24,739 shares; 2025Q3: 24,783 shares; 2025Q4: 24,779 shares; 2026Q1: 24,784 shares 24,784 $764K <0.01% +5 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,265 shares; 2024Q4: 30,737 shares; 2025Q1: 23,984 shares; 2025Q2: 27,707 shares; 2025Q3: 28,562 shares; 2025Q4: 30,380 shares; 2026Q1: 33,237 shares 33,237 $761K <0.01% +2,857 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: 5,853 shares; 2024Q4: 7,331 shares; 2025Q1: 8,504 shares; 2025Q2: 8,601 shares; 2025Q3: 8,644 shares; 2025Q4: 11,649 shares; 2026Q1: 13,318 shares 13,318 $756K <0.01% +1,669 Timeline FMDE FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: 11,259 shares; 2025Q3: 12,771 shares; 2025Q4: 14,612 shares; 2026Q1: 21,010 shares 21,010 $756K <0.01% +6,398 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,988 shares; 2026Q1: 12,384 shares 12,384 $755K <0.01% +2,396 Timeline VONE 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,464 shares; 2025Q3: 2,499 shares; 2025Q4: 2,456 shares; 2026Q1: 2,517 shares 2,517 $743K <0.01% +61 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: 3,761 shares; 2024Q4: 3,019 shares; 2025Q1: 2,788 shares; 2025Q2: 2,722 shares; 2025Q3: 2,745 shares; 2025Q4: 3,436 shares; 2026Q1: 4,351 shares 4,351 $738K <0.01% +915 Timeline EEMV 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: 4,569 shares; 2025Q3: 9,480 shares; 2025Q4: 11,673 shares; 2026Q1: 11,367 shares 11,367 $736K <0.01% -306 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS 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: not reported; 2025Q4: 8,448 shares; 2026Q1: 14,806 shares 14,806 $736K <0.01% +6,358 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,665 shares; 2025Q2: 5,046 shares; 2025Q3: 5,241 shares; 2025Q4: 6,128 shares; 2026Q1: 6,655 shares 6,655 $730K <0.01% +527 Timeline AIQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,376 shares; 2026Q1: 15,441 shares 15,441 $721K <0.01% +6,065 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: 4,399 shares; 2024Q4: 4,370 shares; 2025Q1: 6,838 shares; 2025Q2: 10,969 shares; 2025Q3: 12,167 shares; 2025Q4: 7,592 shares; 2026Q1: 9,346 shares 9,346 $703K <0.01% +1,754 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,636 shares; 2024Q4: 12,194 shares; 2025Q1: 13,186 shares; 2025Q2: 14,198 shares; 2025Q3: 14,449 shares; 2025Q4: 14,115 shares; 2026Q1: 13,296 shares 13,296 $699K <0.01% -819 Timeline SCYB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 26,768 shares 26,768 $696K <0.01% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,252 shares; 2024Q4: 1,831 shares; 2025Q1: 1,545 shares; 2025Q2: 1,970 shares; 2025Q3: 2,007 shares; 2025Q4: 2,322 shares; 2026Q1: 2,356 shares 2,356 $693K <0.01% +34 Timeline IDLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,554 shares; 2026Q1: 20,073 shares 20,073 $692K <0.01% +8,519 Timeline XMVM 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,360 shares; 2026Q1: 10,554 shares 10,554 $687K <0.01% +4,194 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,000 shares; 2024Q4: 26,371 shares; 2025Q1: 26,546 shares; 2025Q2: 12,048 shares; 2025Q3: 9,952 shares; 2025Q4: 9,836 shares; 2026Q1: 9,064 shares 9,064 $684K <0.01% -772 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,656 shares; 2024Q4: 11,736 shares; 2025Q1: 11,694 shares; 2025Q2: 7,240 shares; 2025Q3: 7,434 shares; 2025Q4: 11,022 shares; 2026Q1: 14,215 shares 14,215 $666K <0.01% +3,193 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,084 shares; 2024Q4: 7,081 shares; 2025Q1: 6,398 shares; 2025Q2: 6,284 shares; 2025Q3: 8,321 shares; 2025Q4: 8,420 shares; 2026Q1: 13,065 shares 13,065 $661K <0.01% +4,645 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,931 shares 1,931 $652K <0.01% new Timeline JPIE 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: 11,069 shares; 2025Q1: 10,124 shares; 2025Q2: 9,218 shares; 2025Q3: 10,624 shares; 2025Q4: 12,089 shares; 2026Q1: 14,077 shares 14,077 $649K <0.01% +1,988 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,385 shares 2,385 $645K <0.01% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM 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: not reported; 2025Q4: not reported; 2026Q1: 13,867 shares 13,867 $643K <0.01% new Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,758 shares; 2024Q4: 5,671 shares; 2025Q1: 5,939 shares; 2025Q2: 4,120 shares; 2025Q3: 4,126 shares; 2025Q4: 4,449 shares; 2026Q1: 5,126 shares 5,126 $640K <0.01% +677 Timeline BLDG CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,916 shares; 2024Q4: 33,726 shares; 2025Q1: 34,586 shares; 2025Q2: 28,455 shares; 2025Q3: 28,527 shares; 2025Q4: 28,505 shares; 2026Q1: 26,639 shares 26,639 $639K <0.01% -1,866 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,012 shares; 2024Q4: 17,216 shares; 2025Q1: 19,408 shares; 2025Q2: 20,009 shares; 2025Q3: 20,796 shares; 2025Q4: 21,334 shares; 2026Q1: 24,807 shares 24,807 $636K <0.01% +3,473 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,165 shares; 2024Q4: 1,853 shares; 2025Q1: 1,873 shares; 2025Q2: 1,819 shares; 2025Q3: 1,773 shares; 2025Q4: 3,711 shares; 2026Q1: 4,760 shares 4,760 $633K <0.01% +1,049 Timeline SPTI 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: 24,153 shares; 2024Q4: 18,155 shares; 2025Q1: 16,068 shares; 2025Q2: 16,815 shares; 2025Q3: 20,059 shares; 2025Q4: 20,873 shares; 2026Q1: 22,014 shares 22,014 $631K <0.01% +1,141 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,598 shares; 2025Q2: 1,759 shares; 2025Q3: 1,775 shares; 2025Q4: 2,045 shares; 2026Q1: 2,536 shares 2,536 $620K <0.01% +491 Timeline FTRB FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES 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: not reported; 2025Q4: not reported; 2026Q1: 24,598 shares 24,598 $619K <0.01% new Timeline AVES 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: 4,981 shares; 2025Q2: 9,026 shares; 2025Q3: 9,114 shares; 2025Q4: 8,462 shares; 2026Q1: 10,255 shares 10,255 $615K <0.01% +1,793 Timeline FESM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: not reported; 2025Q4: not reported; 2026Q1: 16,109 shares 16,109 $612K <0.01% new Timeline WCMI 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,283 shares 36,283 $608K <0.01% new Timeline SPYI NEOS ETF TRUST More: the full row for NEOS 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: not reported; 2025Q4: 4,537 shares; 2026Q1: 12,239 shares 12,239 $604K <0.01% +7,702 Timeline PTF 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: not reported; 2025Q2: not reported; 2025Q3: 3,933 shares; 2025Q4: 5,658 shares; 2026Q1: 6,953 shares 6,953 $600K <0.01% +1,295 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,055 shares; 2026Q1: 2,933 shares 2,933 $597K <0.01% +878 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: 3,165 shares; 2024Q4: 3,759 shares; 2025Q1: 3,085 shares; 2025Q2: 3,135 shares; 2025Q3: 2,341 shares; 2025Q4: 3,194 shares; 2026Q1: 3,112 shares 3,112 $597K <0.01% -82 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,336 shares; 2025Q4: 16,293 shares; 2026Q1: 16,519 shares 16,519 $595K <0.01% +226 Timeline ILDR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,764 shares; 2025Q3: 17,109 shares; 2025Q4: 18,957 shares; 2026Q1: 19,737 shares 19,737 $588K <0.01% +780 Timeline SPBO 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,387 shares; 2025Q3: 9,381 shares; 2025Q4: 8,955 shares; 2026Q1: 20,184 shares 20,184 $586K <0.01% +11,229 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,483 shares; 2024Q4: 62,555 shares; 2025Q1: 64,702 shares; 2025Q2: 62,038 shares; 2025Q3: 35,942 shares; 2025Q4: 20,900 shares; 2026Q1: 19,441 shares 19,441 $585K <0.01% -1,459 Timeline VSDB VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,627 shares 7,627 $582K <0.01% new 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: 5,808 shares; 2024Q4: 5,087 shares; 2025Q1: 6,464 shares; 2025Q2: 5,477 shares; 2025Q3: 5,481 shares; 2025Q4: 7,216 shares; 2026Q1: 8,252 shares 8,252 $579K <0.01% +1,036 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: 2,168 shares; 2024Q4: 2,205 shares; 2025Q1: 2,169 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,989 shares; 2026Q1: 3,563 shares 3,563 $576K <0.01% +1,574 Timeline MYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 20,627 shares; 2025Q3: 22,922 shares; 2025Q4: 22,168 shares; 2026Q1: 20,537 shares 20,537 $575K <0.01% -1,631 Timeline BALT 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: 6,309 shares; 2025Q4: 20,160 shares; 2026Q1: 17,154 shares 17,154 $574K <0.01% -3,006 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: 825 shares; 2024Q4: 837 shares; 2025Q1: 889 shares; 2025Q2: 947 shares; 2025Q3: 937 shares; 2025Q4: 967 shares; 2026Q1: 1,135 shares 1,135 $567K <0.01% +168 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: 5,951 shares; 2024Q4: 5,842 shares; 2025Q1: 6,664 shares; 2025Q2: 5,004 shares; 2025Q3: 4,980 shares; 2025Q4: 5,353 shares; 2026Q1: 5,090 shares 5,090 $567K <0.01% -263 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,698 shares; 2025Q3: 9,544 shares; 2025Q4: 9,633 shares; 2026Q1: 13,276 shares 13,276 $565K <0.01% +3,643 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: 4,029 shares; 2024Q4: 4,066 shares; 2025Q1: 4,858 shares; 2025Q2: 4,717 shares; 2025Q3: 6,177 shares; 2025Q4: 6,098 shares; 2026Q1: 5,793 shares 5,793 $563K <0.01% -305 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,070 shares; 2024Q4: 18,609 shares; 2025Q1: 17,604 shares; 2025Q2: 16,586 shares; 2025Q3: 16,293 shares; 2025Q4: 16,078 shares; 2026Q1: 16,383 shares 16,383 $559K <0.01% +305 Timeline VTWO 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: not reported; 2024Q4: 2,551 shares; 2025Q1: 4,229 shares; 2025Q2: 4,948 shares; 2025Q3: 5,670 shares; 2025Q4: 5,241 shares; 2026Q1: 5,564 shares 5,564 $557K <0.01% +323 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: 5,613 shares; 2024Q4: 5,737 shares; 2025Q1: 5,705 shares; 2025Q2: 5,885 shares; 2025Q3: 4,596 shares; 2025Q4: 3,044 shares; 2026Q1: 2,608 shares 2,608 $557K <0.01% -436 Timeline LYLD CAMBRIA ETF TR More: the full row for CAMBRIA 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: 18,685 shares; 2025Q3: 20,767 shares; 2025Q4: 20,288 shares; 2026Q1: 19,121 shares 19,121 $556K <0.01% -1,167 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,938 shares; 2025Q4: 6,112 shares; 2026Q1: 7,207 shares 7,207 $551K <0.01% +1,095 Timeline PSCC INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,576 shares; 2025Q3: 19,944 shares; 2025Q4: 17,532 shares; 2026Q1: 17,408 shares 17,408 $549K <0.01% -124 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,462 shares; 2025Q2: 6,465 shares; 2025Q3: 6,831 shares; 2025Q4: 6,468 shares; 2026Q1: 6,665 shares 6,665 $546K <0.01% +197 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES 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: not reported; 2025Q4: not reported; 2026Q1: 4,669 shares 4,669 $543K <0.01% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,587 shares; 2025Q3: 8,323 shares; 2025Q4: 9,921 shares; 2026Q1: 16,377 shares 16,377 $540K <0.01% +6,456 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: 3,587 shares; 2024Q4: 4,086 shares; 2025Q1: 4,359 shares; 2025Q2: 3,685 shares; 2025Q3: 3,227 shares; 2025Q4: 3,612 shares; 2026Q1: 3,687 shares 3,687 $533K <0.01% +75 Timeline MGC 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: 1,859 shares; 2024Q4: 2,201 shares; 2025Q1: 2,092 shares; 2025Q2: 1,875 shares; 2025Q3: 2,013 shares; 2025Q4: 2,102 shares; 2026Q1: 2,245 shares 2,245 $531K <0.01% +143 Timeline NACP TIDAL TRUST III More: the full row for TIDAL TRUST III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 100,388 shares; 2024Q4: 101,034 shares; 2025Q1: 102,898 shares; 2025Q2: 21,105 shares; 2025Q3: 14,606 shares; 2025Q4: 12,831 shares; 2026Q1: 10,985 shares 10,985 $531K <0.01% -1,846 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,278 shares; 2024Q4: 4,071 shares; 2025Q1: 4,193 shares; 2025Q2: 4,273 shares; 2025Q3: 4,292 shares; 2025Q4: 4,913 shares; 2026Q1: 5,155 shares 5,155 $519K <0.01% +242 Timeline ASHR DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,354 shares; 2024Q4: 18,163 shares; 2025Q1: 17,671 shares; 2025Q2: 16,938 shares; 2025Q3: 16,547 shares; 2025Q4: 15,838 shares; 2026Q1: 15,891 shares 15,891 $519K <0.01% +53 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: 427 shares; 2024Q4: 502 shares; 2025Q1: 622 shares; 2025Q2: 650 shares; 2025Q3: 678 shares; 2025Q4: 732 shares; 2026Q1: 839 shares 839 $517K <0.01% +107 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,068 shares 11,068 $517K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,524 shares 4,524 $513K <0.01% new Timeline TPSC 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,846 shares; 2025Q4: 11,554 shares; 2026Q1: 12,065 shares 12,065 $512K <0.01% +511 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154 shares; 2024Q4: 154 shares; 2025Q1: 154 shares; 2025Q2: 154 shares; 2025Q3: 152 shares; 2025Q4: 152 shares; 2026Q1: 149 shares 149 $503K <0.01% -3 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,173 shares; 2025Q1: 17,214 shares; 2025Q2: 22,707 shares; 2025Q3: 24,098 shares; 2025Q4: 24,695 shares; 2026Q1: 26,701 shares 26,701 $503K <0.01% +2,006 Timeline DMXF 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: 9,744 shares; 2024Q4: 10,334 shares; 2025Q1: 9,682 shares; 2025Q2: 9,728 shares; 2025Q3: 9,249 shares; 2025Q4: 8,889 shares; 2026Q1: 6,635 shares 6,635 $501K <0.01% -2,254 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,427 shares; 2024Q4: 7,682 shares; 2025Q1: 7,666 shares; 2025Q2: 7,494 shares; 2025Q3: 7,193 shares; 2025Q4: 7,060 shares; 2026Q1: 7,722 shares 7,722 $499K <0.01% +662 Timeline PSP 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: 9,161 shares; 2024Q4: 8,857 shares; 2025Q1: 8,246 shares; 2025Q2: 8,336 shares; 2025Q3: 8,248 shares; 2025Q4: 8,241 shares; 2026Q1: 8,771 shares 8,771 $496K <0.01% +530 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,446 shares; 2025Q4: 6,638 shares; 2026Q1: 11,825 shares 11,825 $493K <0.01% +5,187 Timeline EASG DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,151 shares; 2025Q3: 9,302 shares; 2025Q4: 12,829 shares; 2026Q1: 14,017 shares 14,017 $493K <0.01% +1,188 Timeline HYMB 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: 441,544 shares; 2024Q4: 460,793 shares; 2025Q1: 449,365 shares; 2025Q2: 256,289 shares; 2025Q3: 59,599 shares; 2025Q4: 40,117 shares; 2026Q1: 19,771 shares 19,771 $490K <0.01% -20,346 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,751 shares; 2025Q3: 6,402 shares; 2025Q4: 6,918 shares; 2026Q1: 7,785 shares 7,785 $488K <0.01% +867 Timeline CERY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,948 shares; 2025Q3: 13,335 shares; 2025Q4: 13,229 shares; 2026Q1: 13,746 shares 13,746 $484K <0.01% +517 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,113 shares; 2025Q2: 3,035 shares; 2025Q3: 2,237 shares; 2025Q4: 2,236 shares; 2026Q1: 2,236 shares 2,236 $483K <0.01% 0 Timeline FTCB 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: not reported; 2025Q2: 12,198 shares; 2025Q3: 18,550 shares; 2025Q4: 20,452 shares; 2026Q1: 22,795 shares 22,795 $478K <0.01% +2,343 Timeline XSMO 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: 14,522 shares; 2024Q4: 15,966 shares; 2025Q1: 17,535 shares; 2025Q2: 17,991 shares; 2025Q3: 16,642 shares; 2025Q4: 16,363 shares; 2026Q1: 6,275 shares 6,275 $477K <0.01% -10,088 Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 39,527 shares; 2025Q1: 40,275 shares; 2025Q2: 18,396 shares; 2025Q3: 18,585 shares; 2025Q4: 18,376 shares; 2026Q1: 18,848 shares 18,848 $477K <0.01% +472 Timeline REET 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: 8,720 shares; 2024Q4: 10,483 shares; 2025Q1: 11,035 shares; 2025Q2: 15,906 shares; 2025Q3: 16,873 shares; 2025Q4: 18,033 shares; 2026Q1: 18,835 shares 18,835 $474K <0.01% +802 Timeline USRT 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: 9,647 shares; 2024Q4: 9,605 shares; 2025Q1: 9,999 shares; 2025Q2: 10,505 shares; 2025Q3: 8,235 shares; 2025Q4: 7,097 shares; 2026Q1: 8,009 shares 8,009 $474K <0.01% +912 Timeline SOXX 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: 757 shares; 2025Q4: 803 shares; 2026Q1: 1,435 shares 1,435 $472K <0.01% +632 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,864 shares; 2025Q1: 1,161 shares; 2025Q2: 1,007 shares; 2025Q3: 1,141 shares; 2025Q4: 1,199 shares; 2026Q1: 1,274 shares 1,274 $472K <0.01% +75 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,912 shares; 2024Q4: 7,555 shares; 2025Q1: 8,600 shares; 2025Q2: 9,443 shares; 2025Q3: 9,284 shares; 2025Q4: 8,757 shares; 2026Q1: 8,116 shares 8,116 $471K <0.01% -641 Timeline ESUM 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: 16,385 shares; 2025Q4: 16,753 shares; 2026Q1: 17,968 shares 17,968 $470K <0.01% +1,215 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,289 shares; 2024Q4: 1,277 shares; 2025Q1: 1,546 shares; 2025Q2: 1,403 shares; 2025Q3: 1,477 shares; 2025Q4: 1,600 shares; 2026Q1: 1,422 shares 1,422 $468K <0.01% -178 Timeline RSPE INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,525 shares; 2026Q1: 15,817 shares 15,817 $465K <0.01% +292 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,797 shares; 2024Q4: 2,719 shares; 2025Q1: 2,738 shares; 2025Q2: 2,766 shares; 2025Q3: 2,775 shares; 2025Q4: 2,938 shares; 2026Q1: 2,899 shares 2,899 $463K <0.01% -39 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,896 shares; 2024Q4: 10,640 shares; 2025Q1: 12,735 shares; 2025Q2: 8,916 shares; 2025Q3: 9,903 shares; 2025Q4: 10,787 shares; 2026Q1: 10,951 shares 10,951 $462K <0.01% +164 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,156 shares; 2024Q4: 3,862 shares; 2025Q1: 4,372 shares; 2025Q2: 4,798 shares; 2025Q3: 5,325 shares; 2025Q4: 5,922 shares; 2026Q1: 5,975 shares 5,975 $459K <0.01% +53 Timeline XVV 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: 8,960 shares; 2026Q1: 9,267 shares 9,267 $456K <0.01% +307 Timeline AIRR 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: not reported; 2025Q2: 3,201 shares; 2025Q3: 4,366 shares; 2025Q4: 4,785 shares; 2026Q1: 4,120 shares 4,120 $456K <0.01% -665 Timeline VCEB 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: not reported; 2024Q4: 3,333 shares; 2025Q1: 5,255 shares; 2025Q2: 6,219 shares; 2025Q3: 6,586 shares; 2025Q4: 10,300 shares; 2026Q1: 7,206 shares 7,206 $453K <0.01% -3,094 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,161 shares 2,161 $447K <0.01% new Timeline ICSH 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: 23,196 shares; 2024Q4: 13,730 shares; 2025Q1: 17,064 shares; 2025Q2: 5,733 shares; 2025Q3: 9,023 shares; 2025Q4: 6,967 shares; 2026Q1: 8,804 shares 8,804 $446K <0.01% +1,837 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,303 shares; 2025Q3: 19,177 shares; 2025Q4: 21,113 shares; 2026Q1: 12,176 shares 12,176 $446K <0.01% -8,937 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,029 shares; 2025Q1: 6,545 shares; 2025Q2: 8,225 shares; 2025Q3: 11,401 shares; 2025Q4: 11,172 shares; 2026Q1: 11,422 shares 11,422 $443K <0.01% +250 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 2,928 shares 2,928 $440K <0.01% new 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: 7,478 shares; 2024Q4: 8,459 shares; 2025Q1: 8,862 shares; 2025Q2: 10,640 shares; 2025Q3: 10,109 shares; 2025Q4: 10,330 shares; 2026Q1: 10,910 shares 10,910 $438K <0.01% +580 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE 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: 28,609 shares 28,609 $431K <0.01% new Timeline GNMA 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: 5,692 shares; 2024Q4: 7,277 shares; 2025Q1: 7,072 shares; 2025Q2: 7,687 shares; 2025Q3: 8,569 shares; 2025Q4: 9,039 shares; 2026Q1: 9,609 shares 9,609 $426K <0.01% +570 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 1,720 shares; 2025Q3: 1,679 shares; 2025Q4: 2,214 shares; 2026Q1: 2,369 shares 2,369 $422K <0.01% +155 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,216 shares; 2025Q2: 8,957 shares; 2025Q3: 6,649 shares; 2025Q4: 8,072 shares; 2026Q1: 9,404 shares 9,404 $421K <0.01% +1,332 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,773 shares; 2024Q4: 4,763 shares; 2025Q1: 4,665 shares; 2025Q2: 4,665 shares; 2025Q3: 4,352 shares; 2025Q4: 4,352 shares; 2026Q1: 4,360 shares 4,360 $419K <0.01% +8 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,898 shares; 2024Q4: 1,898 shares; 2025Q1: 1,956 shares; 2025Q2: 1,956 shares; 2025Q3: 1,966 shares; 2025Q4: 1,914 shares; 2026Q1: 1,918 shares 1,918 $415K <0.01% +4 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: 6,446 shares; 2024Q4: 6,683 shares; 2025Q1: 8,499 shares; 2025Q2: 6,790 shares; 2025Q3: 6,867 shares; 2025Q4: 7,499 shares; 2026Q1: 7,943 shares 7,943 $415K <0.01% +444 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,996 shares; 2024Q4: 6,016 shares; 2025Q1: 5,720 shares; 2025Q2: 1,371 shares; 2025Q3: 1,095 shares; 2025Q4: 945 shares; 2026Q1: 1,290 shares 1,290 $410K <0.01% +345 Timeline GII SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,103 shares; 2026Q1: 5,338 shares 5,338 $406K <0.01% +2,235 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,828 shares; 2025Q3: 5,236 shares; 2025Q4: 6,395 shares; 2026Q1: 8,438 shares 8,438 $404K <0.01% +2,043 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,967 shares; 2026Q1: 3,148 shares 3,148 $402K <0.01% +1,181 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 425 shares; 2026Q1: 434 shares 434 $399K <0.01% +9 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000 shares; 2024Q4: not reported; 2025Q1: 905 shares; 2025Q2: 985 shares; 2025Q3: 999 shares; 2025Q4: 1,403 shares; 2026Q1: 1,463 shares 1,463 $398K <0.01% +60 Timeline UITB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,180 shares; 2024Q4: 6,675 shares; 2025Q1: 5,817 shares; 2025Q2: 5,565 shares; 2025Q3: 5,994 shares; 2025Q4: 6,312 shares; 2026Q1: 8,418 shares 8,418 $396K <0.01% +2,106 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 745 shares; 2024Q4: 746 shares; 2025Q1: 752 shares; 2025Q2: 763 shares; 2025Q3: 779 shares; 2025Q4: 784 shares; 2026Q1: 908 shares 908 $393K <0.01% +124 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: 1,431 shares; 2024Q4: 1,269 shares; 2025Q1: 503 shares; 2025Q2: 512 shares; 2025Q3: 584 shares; 2025Q4: 729 shares; 2026Q1: 650 shares 650 $393K <0.01% -79 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,198 shares 3,198 $393K <0.01% new 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: 2,025 shares; 2024Q4: 2,037 shares; 2025Q1: 1,479 shares; 2025Q2: 1,444 shares; 2025Q3: 1,437 shares; 2025Q4: 1,727 shares; 2026Q1: 1,800 shares 1,800 $391K <0.01% +73 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 998 shares 998 $391K <0.01% new Timeline VDC 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: 1,017 shares; 2024Q4: 1,075 shares; 2025Q1: 2,435 shares; 2025Q2: not reported; 2025Q3: 1,352 shares; 2025Q4: 1,388 shares; 2026Q1: 1,729 shares 1,729 $388K <0.01% +341 Timeline SMMD 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: 5,083 shares 5,083 $388K <0.01% new Timeline SHLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,471 shares 5,471 $388K <0.01% new Timeline LIT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,360 shares; 2025Q3: 4,515 shares; 2025Q4: 4,840 shares; 2026Q1: 5,183 shares 5,183 $385K <0.01% +343 Timeline VTEC VANGUARD CALIF TAX FREE FDS More: the full row for VANGUARD CALIF TAX FREE 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: 2,419 shares; 2026Q1: 3,829 shares 3,829 $379K <0.01% +1,410 Timeline FLTR 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: 27,538 shares; 2024Q4: 28,371 shares; 2025Q1: 33,099 shares; 2025Q2: 33,395 shares; 2025Q3: 33,205 shares; 2025Q4: 33,579 shares; 2026Q1: 14,856 shares 14,856 $379K <0.01% -18,723 Timeline HDV 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: 2,521 shares; 2025Q1: 2,486 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,495 shares; 2026Q1: 2,767 shares 2,767 $375K <0.01% +272 Timeline PXF 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: 5,007 shares; 2024Q4: 5,052 shares; 2025Q1: 4,970 shares; 2025Q2: 3,521 shares; 2025Q3: 5,496 shares; 2025Q4: 5,384 shares; 2026Q1: 5,345 shares 5,345 $374K <0.01% -39 Timeline GPIQ GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS 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: 3,825 shares; 2025Q4: not reported; 2026Q1: 7,543 shares 7,543 $373K <0.01% new 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: not reported; 2025Q3: not reported; 2025Q4: 3,082 shares; 2026Q1: 4,514 shares 4,514 $372K <0.01% +1,432 Timeline TRFK PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,746 shares; 2026Q1: 5,974 shares 5,974 $372K <0.01% +1,228 Timeline SNDK SANDISK CORP More: the full row for SANDISK 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: 581 shares 581 $369K <0.01% new Timeline SPXL DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES 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: 1,565 shares; 2025Q4: 1,622 shares; 2026Q1: 1,988 shares 1,988 $368K <0.01% +366 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,022 shares; 2024Q4: 22,336 shares; 2025Q1: 15,904 shares; 2025Q2: 11,070 shares; 2025Q3: 11,869 shares; 2025Q4: 12,843 shares; 2026Q1: 15,749 shares 15,749 $367K <0.01% +2,906 Timeline