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: 525,121 shares; 2024Q4: 525,262 shares; 2025Q1: 535,287 shares; 2025Q2: 528,509 shares; 2025Q3: 512,631 shares; 2025Q4: 519,051 shares; 2026Q1: 491,129 shares 491,129 $319M 12.99% -27,922 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,007,317 shares; 2024Q4: 5,696,740 shares; 2025Q1: 5,766,837 shares; 2025Q2: 5,474,972 shares; 2025Q3: 19,545,603 shares; 2025Q4: 5,306,058 shares; 2026Q1: 5,099,716 shares 5,099,716 $257M 10.44% -206,342 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: 247,804 shares; 2024Q4: 272,183 shares; 2025Q1: 292,320 shares; 2025Q2: 308,345 shares; 2025Q3: 325,339 shares; 2025Q4: 344,071 shares; 2026Q1: 334,403 shares 334,403 $107M 4.36% -9,668 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: 342,466 shares; 2024Q4: 347,303 shares; 2025Q1: 339,109 shares; 2025Q2: 345,803 shares; 2025Q3: 329,979 shares; 2025Q4: 490,263 shares; 2026Q1: 461,873 shares 461,873 $90.6M 3.69% -28,390 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: 1,479,294 shares; 2024Q4: 1,570,323 shares; 2025Q1: 1,813,204 shares; 2025Q2: 1,813,317 shares; 2025Q3: 1,499,531 shares; 2025Q4: 1,497,557 shares; 2026Q1: 1,303,001 shares 1,303,001 $66M 2.68% -194,556 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: 4,021 shares; 2024Q4: 4,671 shares; 2025Q1: 5,547 shares; 2025Q2: 5,909 shares; 2025Q3: 154,724 shares; 2025Q4: 251,628 shares; 2026Q1: 109,676 shares 109,676 $65.5M 2.67% -141,952 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: 659,487 shares; 2024Q4: 649,098 shares; 2025Q1: 651,518 shares; 2025Q2: 644,221 shares; 2025Q3: 649,432 shares; 2025Q4: 642,637 shares; 2026Q1: 605,879 shares 605,879 $58.8M 2.39% -36,758 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: 4,305 shares; 2024Q4: 20,561 shares; 2025Q1: 20,944 shares; 2025Q2: 17,027 shares; 2025Q3: 33,148 shares; 2025Q4: 1,779,503 shares; 2026Q1: 1,946,533 shares 1,946,533 $56.7M 2.31% +167,030 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: 302,849 shares; 2024Q4: 313,132 shares; 2025Q1: 331,746 shares; 2025Q2: 331,176 shares; 2025Q3: 318,875 shares; 2025Q4: 404,446 shares; 2026Q1: 379,038 shares 379,038 $52.4M 2.13% -25,408 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: 577,236 shares; 2024Q4: 610,866 shares; 2025Q1: 637,521 shares; 2025Q2: 627,906 shares; 2025Q3: 620,904 shares; 2025Q4: 641,374 shares; 2026Q1: 596,151 shares 596,151 $44.8M 1.82% -45,223 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: 543,299 shares; 2024Q4: 552,532 shares; 2025Q1: 578,970 shares; 2025Q2: 705,043 shares; 2025Q3: 1,289,399 shares; 2025Q4: 1,450,662 shares; 2026Q1: 1,478,176 shares 1,478,176 $44.4M 1.81% +27,514 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,050 shares; 2025Q4: 629,240 shares; 2026Q1: 659,184 shares 659,184 $28M 1.14% +29,944 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,315 shares; 2025Q4: 659,775 shares; 2026Q1: 690,410 shares 690,410 $26.5M 1.08% +30,635 Timeline MAXJ ISHARES 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: 17,547 shares; 2025Q4: 916,971 shares; 2026Q1: 900,592 shares 900,592 $25.4M 1.03% -16,379 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: 611,737 shares; 2024Q4: 570,749 shares; 2025Q1: 524,855 shares; 2025Q2: 514,242 shares; 2025Q3: 499,453 shares; 2025Q4: 486,989 shares; 2026Q1: 431,762 shares 431,762 $24.4M 0.99% -55,227 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: 47,266 shares; 2024Q4: 51,457 shares; 2025Q1: 59,616 shares; 2025Q2: 86,541 shares; 2025Q3: 271,833 shares; 2025Q4: 360,796 shares; 2026Q1: 294,016 shares 294,016 $24.3M 0.99% -66,780 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: 62,622 shares; 2024Q4: 61,950 shares; 2025Q1: 60,624 shares; 2025Q2: 61,616 shares; 2025Q3: 76,793 shares; 2025Q4: 107,220 shares; 2026Q1: 94,634 shares 94,634 $24M 0.98% -12,586 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 682,727 shares; 2026Q1: 715,977 shares 715,977 $23.9M 0.97% +33,250 Timeline ULST 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: 468,672 shares; 2024Q4: 500,490 shares; 2025Q1: 538,959 shares; 2025Q2: 539,553 shares; 2025Q3: 553,665 shares; 2025Q4: 566,983 shares; 2026Q1: 588,178 shares 588,178 $23.8M 0.97% +21,195 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: 31,888 shares; 2024Q4: 43,172 shares; 2025Q1: 117,705 shares; 2025Q2: 151,763 shares; 2025Q3: 179,674 shares; 2025Q4: 224,019 shares; 2026Q1: 241,492 shares 241,492 $23.6M 0.96% +17,473 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: 96,183 shares; 2024Q4: 96,663 shares; 2025Q1: 98,391 shares; 2025Q2: 97,791 shares; 2025Q3: 96,890 shares; 2025Q4: 93,236 shares; 2026Q1: 85,336 shares 85,336 $21.2M 0.86% -7,900 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: 242,518 shares; 2024Q4: 275,869 shares; 2025Q1: 282,945 shares; 2025Q2: 274,694 shares; 2025Q3: 269,365 shares; 2025Q4: 270,886 shares; 2026Q1: 259,514 shares 259,514 $21.2M 0.86% -11,372 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: 10,418 shares; 2024Q4: 11,669 shares; 2025Q1: 25,247 shares; 2025Q2: 37,860 shares; 2025Q3: 40,558 shares; 2025Q4: 44,264 shares; 2026Q1: 46,349 shares 46,349 $20.2M 0.82% +2,085 Timeline DMAX ISHARES 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: 836,051 shares; 2026Q1: 760,919 shares 760,919 $20.2M 0.82% -75,132 Timeline DOL 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: 278,248 shares; 2024Q4: 320,365 shares; 2025Q1: 324,086 shares; 2025Q2: 308,561 shares; 2025Q3: 308,531 shares; 2025Q4: 310,989 shares; 2026Q1: 292,888 shares 292,888 $19.9M 0.81% -18,101 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: 224,296 shares; 2024Q4: 218,570 shares; 2025Q1: 237,082 shares; 2025Q2: 260,367 shares; 2025Q3: 268,457 shares; 2025Q4: 270,542 shares; 2026Q1: 247,384 shares 247,384 $19.6M 0.8% -23,158 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: 3,142 shares; 2024Q4: 3,983 shares; 2025Q1: 5,102 shares; 2025Q2: 3,144 shares; 2025Q3: 7,576 shares; 2025Q4: 236,918 shares; 2026Q1: 246,586 shares 246,586 $19M 0.77% +9,668 Timeline QUS 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: 108,545 shares; 2026Q1: 106,132 shares 106,132 $18.2M 0.74% -2,413 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: 33,331 shares; 2024Q4: 32,627 shares; 2025Q1: 32,966 shares; 2025Q2: 32,083 shares; 2025Q3: 31,504 shares; 2025Q4: 91,329 shares; 2026Q1: 84,482 shares 84,482 $18.2M 0.74% -6,847 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,870 shares; 2024Q4: 104,482 shares; 2025Q1: 104,482 shares; 2025Q2: 103,870 shares; 2025Q3: 112,905 shares; 2025Q4: 491,350 shares; 2026Q1: 506,722 shares 506,722 $18M 0.73% +15,372 Timeline CGCB 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508,681 shares; 2026Q1: 643,490 shares 643,490 $16.9M 0.69% +134,809 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: 290,920 shares; 2024Q4: 324,828 shares; 2025Q1: 313,076 shares; 2025Q2: 302,224 shares; 2025Q3: 484,454 shares; 2025Q4: 501,420 shares; 2026Q1: 310,361 shares 310,361 $16.8M 0.68% -191,059 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: 14,483 shares; 2024Q4: 14,169 shares; 2025Q1: 13,660 shares; 2025Q2: 14,972 shares; 2025Q3: 18,163 shares; 2025Q4: 25,781 shares; 2026Q1: 25,595 shares 25,595 $16.7M 0.68% -186 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: 304,668 shares; 2024Q4: 302,215 shares; 2025Q1: 304,138 shares; 2025Q2: 298,513 shares; 2025Q3: 302,881 shares; 2025Q4: 307,832 shares; 2026Q1: 289,397 shares 289,397 $16.4M 0.67% -18,435 Timeline PYLD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 471,224 shares; 2026Q1: 619,973 shares 619,973 $16.2M 0.66% +148,749 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,184 shares; 2024Q4: 70,931 shares; 2025Q1: 69,840 shares; 2025Q2: 74,533 shares; 2025Q3: 83,523 shares; 2025Q4: 118,178 shares; 2026Q1: 116,150 shares 116,150 $16.1M 0.65% -2,028 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: 103,874 shares; 2024Q4: 113,529 shares; 2025Q1: 118,848 shares; 2025Q2: 122,085 shares; 2025Q3: 139,746 shares; 2025Q4: 146,607 shares; 2026Q1: 154,557 shares 154,557 $16M 0.65% +7,950 Timeline FEX 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: 132,719 shares; 2026Q1: 127,052 shares 127,052 $15.5M 0.63% -5,667 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 49,201 shares; 2025Q1: 49,345 shares; 2025Q2: 45,367 shares; 2025Q3: 49,301 shares; 2025Q4: 39,036 shares; 2026Q1: 34,550 shares 34,550 $14.1M 0.57% -4,486 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: 211,899 shares; 2024Q4: 233,611 shares; 2025Q1: 245,170 shares; 2025Q2: 255,987 shares; 2025Q3: 278,873 shares; 2025Q4: 286,035 shares; 2026Q1: 282,450 shares 282,450 $13.7M 0.56% -3,585 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,585 shares; 2024Q4: 4,585 shares; 2025Q1: 4,590 shares; 2025Q2: 4,251 shares; 2025Q3: 4,254 shares; 2025Q4: 116,729 shares; 2026Q1: 107,214 shares 107,214 $13.6M 0.55% -9,515 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 461,910 shares; 2026Q1: 530,035 shares 530,035 $12.1M 0.49% +68,125 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: 372,152 shares; 2024Q4: 422,592 shares; 2025Q1: 451,560 shares; 2025Q2: 448,210 shares; 2025Q3: 468,973 shares; 2025Q4: 483,797 shares; 2026Q1: 469,217 shares 469,217 $11.8M 0.48% -14,580 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: 157,919 shares; 2024Q4: 173,078 shares; 2025Q1: 176,281 shares; 2025Q2: 167,471 shares; 2025Q3: 156,276 shares; 2025Q4: 158,554 shares; 2026Q1: 151,649 shares 151,649 $11.3M 0.46% -6,905 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: 14,638 shares; 2024Q4: 14,005 shares; 2025Q1: 14,001 shares; 2025Q2: 14,976 shares; 2025Q3: 20,387 shares; 2025Q4: 34,577 shares; 2026Q1: 29,424 shares 29,424 $10.9M 0.44% -5,153 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: 101,832 shares; 2024Q4: 108,796 shares; 2025Q1: 124,551 shares; 2025Q2: 139,658 shares; 2025Q3: 131,609 shares; 2025Q4: 126,344 shares; 2026Q1: 115,051 shares 115,051 $10.9M 0.44% -11,293 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: 159,230 shares; 2024Q4: 166,895 shares; 2025Q1: 172,369 shares; 2025Q2: 177,954 shares; 2025Q3: 200,162 shares; 2025Q4: 208,970 shares; 2026Q1: 211,618 shares 211,618 $10.6M 0.43% +2,648 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: 25,453 shares; 2024Q4: 25,521 shares; 2025Q1: 27,475 shares; 2025Q2: 28,345 shares; 2025Q3: 60,214 shares; 2025Q4: 72,139 shares; 2026Q1: 59,981 shares 59,981 $10.5M 0.43% -12,158 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: 20,030 shares; 2024Q4: 20,651 shares; 2025Q1: 26,054 shares; 2025Q2: 39,004 shares; 2025Q3: 171,057 shares; 2025Q4: 178,009 shares; 2026Q1: 95,672 shares 95,672 $10.2M 0.41% -82,337 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: 36,891 shares; 2024Q4: 36,719 shares; 2025Q1: 36,413 shares; 2025Q2: 36,244 shares; 2025Q3: 35,697 shares; 2025Q4: 35,374 shares; 2026Q1: 33,958 shares 33,958 $10.1M 0.41% -1,416 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,996 shares; 2026Q1: 127,360 shares 127,360 $10M 0.41% +8,364 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: 300,817 shares; 2026Q1: 297,561 shares 297,561 $9.85M 0.4% -3,256 Timeline DNL 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: 245,462 shares; 2024Q4: 255,694 shares; 2025Q1: 249,995 shares; 2025Q2: 241,533 shares; 2025Q3: 243,296 shares; 2025Q4: 254,372 shares; 2026Q1: 242,369 shares 242,369 $9.78M 0.4% -12,003 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: 24,678 shares; 2024Q4: 28,194 shares; 2025Q1: 47,129 shares; 2025Q2: 70,462 shares; 2025Q3: 93,322 shares; 2025Q4: 103,796 shares; 2026Q1: 108,447 shares 108,447 $9.55M 0.39% +4,651 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: 10,723 shares; 2024Q4: 11,135 shares; 2025Q1: 14,329 shares; 2025Q2: 26,235 shares; 2025Q3: 71,152 shares; 2025Q4: 89,574 shares; 2026Q1: 89,537 shares 89,537 $9.5M 0.39% -37 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 236,093 shares; 2026Q1: 186,725 shares 186,725 $9.41M 0.38% -49,368 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: 51,988 shares; 2024Q4: 58,657 shares; 2025Q1: 58,434 shares; 2025Q2: 84,957 shares; 2025Q3: 126,400 shares; 2025Q4: 130,403 shares; 2026Q1: 122,340 shares 122,340 $9.36M 0.38% -8,063 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: 256,093 shares; 2024Q4: 264,513 shares; 2025Q1: 228,453 shares; 2025Q2: 205,125 shares; 2025Q3: 184,165 shares; 2025Q4: 174,079 shares; 2026Q1: 154,391 shares 154,391 $9.28M 0.38% -19,688 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 313,730 shares; 2026Q1: 408,299 shares 408,299 $9.16M 0.37% +94,569 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 369,470 shares; 2026Q1: 398,864 shares 398,864 $9.15M 0.37% +29,394 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,929 shares; 2024Q4: 86,193 shares; 2025Q1: 90,177 shares; 2025Q2: 93,132 shares; 2025Q3: 93,103 shares; 2025Q4: 95,624 shares; 2026Q1: 94,244 shares 94,244 $9.11M 0.37% -1,380 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: 18,991 shares; 2024Q4: 18,873 shares; 2025Q1: 18,361 shares; 2025Q2: 19,631 shares; 2025Q3: 27,353 shares; 2025Q4: 47,156 shares; 2026Q1: 42,491 shares 42,491 $8.85M 0.36% -4,665 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: 15,736 shares; 2024Q4: 15,528 shares; 2025Q1: 15,531 shares; 2025Q2: 15,640 shares; 2025Q3: 15,574 shares; 2025Q4: 53,521 shares; 2026Q1: 57,652 shares 57,652 $8.21M 0.33% +4,131 Timeline YMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 298,593 shares 298,593 $8.17M 0.33% new Timeline MMAX ISHARES 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: 103,518 shares; 2026Q1: 298,159 shares 298,159 $7.92M 0.32% +194,641 Timeline DES 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: 218,954 shares; 2024Q4: 224,126 shares; 2025Q1: 244,536 shares; 2025Q2: 250,797 shares; 2025Q3: 233,737 shares; 2025Q4: 227,281 shares; 2026Q1: 213,769 shares 213,769 $7.68M 0.31% -13,512 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: 20,354 shares; 2024Q4: 23,120 shares; 2025Q1: 23,842 shares; 2025Q2: 24,016 shares; 2025Q3: 27,678 shares; 2025Q4: 29,729 shares; 2026Q1: 28,381 shares 28,381 $7.43M 0.3% -1,348 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: 7,326 shares; 2024Q4: 7,551 shares; 2025Q1: 7,594 shares; 2025Q2: 7,847 shares; 2025Q3: 9,723 shares; 2025Q4: 16,873 shares; 2026Q1: 15,457 shares 15,457 $7.41M 0.3% -1,416 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: 218,340 shares; 2024Q4: 210,582 shares; 2025Q1: 198,137 shares; 2025Q2: 191,564 shares; 2025Q3: 183,547 shares; 2025Q4: 175,870 shares; 2026Q1: 147,908 shares 147,908 $6.75M 0.27% -27,962 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: 19,135 shares; 2024Q4: 18,741 shares; 2025Q1: 18,666 shares; 2025Q2: 19,678 shares; 2025Q3: 20,294 shares; 2025Q4: 21,411 shares; 2026Q1: 19,404 shares 19,404 $6.38M 0.26% -2,007 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: 17,457 shares; 2024Q4: 18,716 shares; 2025Q1: 22,971 shares; 2025Q2: 24,541 shares; 2025Q3: 28,191 shares; 2025Q4: 29,820 shares; 2026Q1: 26,348 shares 26,348 $5.72M 0.23% -3,472 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: 65,092 shares; 2024Q4: 61,159 shares; 2025Q1: 56,122 shares; 2025Q2: 53,583 shares; 2025Q3: 47,150 shares; 2025Q4: 45,584 shares; 2026Q1: 38,520 shares 38,520 $5.7M 0.23% -7,064 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: 7,302 shares; 2024Q4: 7,301 shares; 2025Q1: 7,291 shares; 2025Q2: 7,989 shares; 2025Q3: 12,345 shares; 2025Q4: 22,728 shares; 2026Q1: 19,436 shares 19,436 $5.59M 0.23% -3,292 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 107,536 shares; 2024Q4: 118,682 shares; 2025Q1: 109,321 shares; 2025Q2: 100,554 shares; 2025Q3: 99,271 shares; 2025Q4: 95,602 shares; 2026Q1: 83,823 shares 83,823 $5.54M 0.23% -11,779 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: 16,877 shares; 2024Q4: 27,878 shares; 2025Q1: 38,451 shares; 2025Q2: 43,216 shares; 2025Q3: 51,808 shares; 2025Q4: 60,899 shares; 2026Q1: 76,715 shares 76,715 $5.53M 0.22% +15,816 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,426 shares; 2024Q4: 38,737 shares; 2025Q1: 39,203 shares; 2025Q2: 39,250 shares; 2025Q3: 41,046 shares; 2025Q4: 74,425 shares; 2026Q1: 72,634 shares 72,634 $5.52M 0.22% -1,791 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: 35,204 shares; 2024Q4: 54,404 shares; 2025Q1: 69,754 shares; 2025Q2: 80,638 shares; 2025Q3: 102,398 shares; 2025Q4: 129,656 shares; 2026Q1: 153,699 shares 153,699 $5.49M 0.22% +24,043 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: 23,621 shares; 2024Q4: 19,456 shares; 2025Q1: 19,069 shares; 2025Q2: 19,653 shares; 2025Q3: 21,463 shares; 2025Q4: 38,384 shares; 2026Q1: 31,830 shares 31,830 $5.4M 0.22% -6,554 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,493 shares; 2025Q4: 34,102 shares; 2026Q1: 72,356 shares 72,356 $5.34M 0.22% +38,254 Timeline IJAN 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: not reported; 2025Q4: 101,445 shares; 2026Q1: 143,126 shares 143,126 $5.19M 0.21% +41,681 Timeline IBTI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 238,127 shares; 2026Q1: 229,954 shares 229,954 $5.12M 0.21% -8,173 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 146,798 shares; 2024Q4: 142,703 shares; 2025Q1: 136,904 shares; 2025Q2: 134,147 shares; 2025Q3: 120,106 shares; 2025Q4: 115,175 shares; 2026Q1: 110,983 shares 110,983 $5.05M 0.21% -4,192 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: 16,194 shares; 2024Q4: 17,475 shares; 2025Q1: 17,440 shares; 2025Q2: 17,763 shares; 2025Q3: 21,169 shares; 2025Q4: 39,568 shares; 2026Q1: 38,199 shares 38,199 $4.75M 0.19% -1,369 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: 8,780 shares; 2024Q4: 23,464 shares; 2025Q1: 40,290 shares; 2025Q2: 52,367 shares; 2025Q3: 73,727 shares; 2025Q4: 101,240 shares; 2026Q1: 115,218 shares 115,218 $4.54M 0.18% +13,978 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,269 shares; 2025Q3: 47,071 shares; 2025Q4: 98,251 shares; 2026Q1: 127,257 shares 127,257 $4.46M 0.18% +29,006 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: 25,175 shares; 2024Q4: 24,877 shares; 2025Q1: 36,682 shares; 2025Q2: 38,110 shares; 2025Q3: 50,571 shares; 2025Q4: 49,477 shares; 2026Q1: 55,321 shares 55,321 $4.39M 0.18% +5,844 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,291 shares; 2024Q4: 2,893 shares; 2025Q1: 2,902 shares; 2025Q2: 2,657 shares; 2025Q3: 12,430 shares; 2025Q4: 55,723 shares; 2026Q1: 38,889 shares 38,889 $4.27M 0.17% -16,834 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: 100,593 shares; 2024Q4: 109,386 shares; 2025Q1: 112,888 shares; 2025Q2: 114,215 shares; 2025Q3: 115,998 shares; 2025Q4: 116,146 shares; 2026Q1: 99,648 shares 99,648 $4.21M 0.17% -16,498 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,473 shares; 2024Q4: 2,457 shares; 2025Q1: 2,306 shares; 2025Q2: 2,535 shares; 2025Q3: 3,785 shares; 2025Q4: 8,125 shares; 2026Q1: 7,074 shares 7,074 $4.05M 0.16% -1,051 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: 3,460 shares; 2024Q4: 4,686 shares; 2025Q1: 4,660 shares; 2025Q2: 5,315 shares; 2025Q3: 7,290 shares; 2025Q4: 15,411 shares; 2026Q1: 12,929 shares 12,929 $3.8M 0.15% -2,482 Timeline NLR 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: not reported; 2025Q4: 24,937 shares; 2026Q1: 28,312 shares 28,312 $3.77M 0.15% +3,375 Timeline GRID 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: 21,328 shares; 2026Q1: 22,884 shares 22,884 $3.74M 0.15% +1,556 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: 1,883 shares; 2024Q4: 2,649 shares; 2025Q1: 2,539 shares; 2025Q2: 2,212 shares; 2025Q3: 3,191 shares; 2025Q4: 5,344 shares; 2026Q1: 6,461 shares 6,461 $3.73M 0.15% +1,117 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: not reported; 2024Q4: not reported; 2025Q1: 11,581 shares; 2025Q2: 27,650 shares; 2025Q3: 65,702 shares; 2025Q4: 101,430 shares; 2026Q1: 109,210 shares 109,210 $3.7M 0.15% +7,780 Timeline IBTJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 184,474 shares; 2026Q1: 165,256 shares 165,256 $3.61M 0.15% -19,218 Timeline ACYN 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: 175,659 shares 175,659 $3.58M 0.15% new Timeline ARKQ 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,566 shares; 2026Q1: 30,909 shares 30,909 $3.48M 0.14% +343 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: 7,305 shares; 2024Q4: 7,345 shares; 2025Q1: 5,943 shares; 2025Q2: 5,971 shares; 2025Q3: 9,429 shares; 2025Q4: 14,929 shares; 2026Q1: 11,813 shares 11,813 $3.39M 0.14% -3,116 Timeline QTUM 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: not reported; 2025Q3: not reported; 2025Q4: 31,259 shares; 2026Q1: 31,148 shares 31,148 $3.34M 0.14% -111 Timeline NJUL 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: not reported; 2025Q4: 48,167 shares; 2026Q1: 46,502 shares 46,502 $3.32M 0.14% -1,665 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU 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: 45,331 shares; 2026Q1: 48,172 shares 48,172 $3.3M 0.13% +2,841 Timeline IJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 344,430 shares; 2026Q1: 97,426 shares 97,426 $3.29M 0.13% -247,004 Timeline FIW 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: 30,640 shares; 2026Q1: 31,566 shares 31,566 $3.26M 0.13% +926 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN ETF 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: 139,661 shares; 2026Q1: 143,874 shares 143,874 $3.24M 0.13% +4,213 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: 24,361 shares; 2024Q4: 39,987 shares; 2025Q1: 50,987 shares; 2025Q2: 51,005 shares; 2025Q3: 59,801 shares; 2025Q4: 72,838 shares; 2026Q1: 90,951 shares 90,951 $3.23M 0.13% +18,113 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,108 shares; 2024Q4: 1,542 shares; 2025Q1: 1,605 shares; 2025Q2: 1,160 shares; 2025Q3: 1,087 shares; 2025Q4: 9,872 shares; 2026Q1: 8,824 shares 8,824 $3.1M 0.13% -1,048 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: 5,844 shares; 2024Q4: 6,257 shares; 2025Q1: 6,315 shares; 2025Q2: 6,495 shares; 2025Q3: 9,719 shares; 2025Q4: 12,773 shares; 2026Q1: 9,676 shares 9,676 $2.99M 0.12% -3,097 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,402 shares; 2026Q1: 50,103 shares 50,103 $2.93M 0.12% +25,701 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: 98,847 shares; 2024Q4: 94,909 shares; 2025Q1: 85,455 shares; 2025Q2: 79,229 shares; 2025Q3: 72,854 shares; 2025Q4: 69,577 shares; 2026Q1: 62,235 shares 62,235 $2.92M 0.12% -7,342 Timeline SSB SOUTHSTATE BK CORP More: the full row for SOUTHSTATE BK 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: 30,621 shares; 2025Q4: 30,612 shares; 2026Q1: 31,254 shares 31,254 $2.89M 0.12% +642 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: 17,020 shares; 2024Q4: 16,714 shares; 2025Q1: 16,702 shares; 2025Q2: 16,500 shares; 2025Q3: 114,518 shares; 2025Q4: 114,569 shares; 2026Q1: 13,852 shares 13,852 $2.85M 0.12% -100,717 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: 9,595 shares; 2024Q4: 9,175 shares; 2025Q1: 8,785 shares; 2025Q2: 7,007 shares; 2025Q3: 8,885 shares; 2025Q4: 19,938 shares; 2026Q1: 19,594 shares 19,594 $2.83M 0.12% -344 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,499 shares; 2024Q4: 1,495 shares; 2025Q1: 1,419 shares; 2025Q2: 1,343 shares; 2025Q3: 1,728 shares; 2025Q4: 3,334 shares; 2026Q1: 2,829 shares 2,829 $2.82M 0.11% -505 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: 988 shares; 2024Q4: 1,136 shares; 2025Q1: 1,005 shares; 2025Q2: 885 shares; 2025Q3: 1,405 shares; 2025Q4: 3,673 shares; 2026Q1: 3,064 shares 3,064 $2.82M 0.11% -609 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,481 shares; 2024Q4: 7,665 shares; 2025Q1: 8,198 shares; 2025Q2: 7,125 shares; 2025Q3: 11,073 shares; 2025Q4: 14,972 shares; 2026Q1: 11,362 shares 11,362 $2.78M 0.11% -3,610 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: 7,188 shares; 2024Q4: 7,639 shares; 2025Q1: 7,711 shares; 2025Q2: 7,530 shares; 2025Q3: 8,575 shares; 2025Q4: 18,415 shares; 2026Q1: 13,302 shares 13,302 $2.75M 0.11% -5,113 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 43,734 shares; 2026Q1: 43,795 shares 43,795 $2.75M 0.11% +61 Timeline IAPR 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: not reported; 2025Q4: 91,640 shares; 2026Q1: 86,565 shares 86,565 $2.74M 0.11% -5,075 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,449 shares; 2024Q4: 4,491 shares; 2025Q1: 4,573 shares; 2025Q2: 4,545 shares; 2025Q3: 9,211 shares; 2025Q4: 9,649 shares; 2026Q1: 7,191 shares 7,191 $2.67M 0.11% -2,458 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 67,719 shares; 2026Q1: 65,719 shares 65,719 $2.55M 0.1% -2,000 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 65,336 shares 65,336 $2.54M 0.1% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,576 shares; 2024Q4: 7,167 shares; 2025Q1: 7,098 shares; 2025Q2: 6,344 shares; 2025Q3: 7,217 shares; 2025Q4: 13,509 shares; 2026Q1: 12,901 shares 12,901 $2.49M 0.1% -608 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,079 shares; 2024Q4: 63,081 shares; 2025Q1: 62,581 shares; 2025Q2: 62,579 shares; 2025Q3: not reported; 2025Q4: 62,379 shares; 2026Q1: 61,991 shares 61,991 $2.47M 0.1% -388 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,248 shares; 2024Q4: 11,720 shares; 2025Q1: 11,950 shares; 2025Q2: 11,010 shares; 2025Q3: 19,337 shares; 2025Q4: 28,949 shares; 2026Q1: 25,281 shares 25,281 $2.44M 0.1% -3,668 Timeline NAPR 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: not reported; 2025Q4: 46,075 shares; 2026Q1: 44,474 shares 44,474 $2.43M 0.1% -1,601 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: 35,343 shares; 2024Q4: 35,732 shares; 2025Q1: 34,241 shares; 2025Q2: 33,766 shares; 2025Q3: 32,527 shares; 2025Q4: 34,226 shares; 2026Q1: 30,625 shares 30,625 $2.4M 0.1% -3,601 Timeline SIXO AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 71,409 shares; 2026Q1: 70,783 shares 70,783 $2.39M 0.1% -626 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 64,528 shares; 2026Q1: 68,541 shares 68,541 $2.31M 0.09% +4,013 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,155 shares; 2024Q4: 34,455 shares; 2025Q1: 34,455 shares; 2025Q2: 30,055 shares; 2025Q3: 34,039 shares; 2025Q4: 33,889 shares; 2026Q1: 33,320 shares 33,320 $2.28M 0.09% -569 Timeline PSI 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: 24,252 shares; 2026Q1: 24,127 shares 24,127 $2.28M 0.09% -125 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: 3,112 shares; 2025Q2: 1,676 shares; 2025Q3: 7,792 shares; 2025Q4: 14,723 shares; 2026Q1: 14,390 shares 14,390 $2.1M 0.09% -333 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: 55,330 shares; 2024Q4: 53,505 shares; 2025Q1: 52,818 shares; 2025Q2: 46,976 shares; 2025Q3: 47,122 shares; 2025Q4: 46,266 shares; 2026Q1: 39,301 shares 39,301 $2.06M 0.08% -6,965 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: 3,725 shares; 2024Q4: 5,731 shares; 2025Q1: 5,731 shares; 2025Q2: 9,246 shares; 2025Q3: 17,826 shares; 2025Q4: 21,657 shares; 2026Q1: 17,969 shares 17,969 $2.03M 0.08% -3,688 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,092 shares; 2025Q1: 46,745 shares; 2025Q2: 46,483 shares; 2025Q3: 46,483 shares; 2025Q4: 46,483 shares; 2026Q1: 46,483 shares 46,483 $1.97M 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,122 shares; 2024Q4: 2,988 shares; 2025Q1: 2,764 shares; 2025Q2: 2,620 shares; 2025Q3: 2,661 shares; 2025Q4: 2,425 shares; 2026Q1: 2,247 shares 2,247 $1.94M 0.08% -178 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,437 shares; 2025Q1: 1,847 shares; 2025Q2: 3,917 shares; 2025Q3: 4,618 shares; 2025Q4: 7,595 shares; 2026Q1: 6,776 shares 6,776 $1.92M 0.08% -819 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: 2,038 shares; 2024Q4: 2,045 shares; 2025Q1: 1,979 shares; 2025Q2: 1,910 shares; 2025Q3: 2,431 shares; 2025Q4: 4,665 shares; 2026Q1: 4,296 shares 4,296 $1.83M 0.07% -369 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: 16,467 shares; 2024Q4: 16,459 shares; 2025Q1: 17,702 shares; 2025Q2: 17,815 shares; 2025Q3: 21,505 shares; 2025Q4: 21,627 shares; 2026Q1: 20,168 shares 20,168 $1.83M 0.07% -1,459 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,127 shares; 2026Q1: 25,371 shares 25,371 $1.8M 0.07% +10,244 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,608 shares; 2024Q4: 3,198 shares; 2025Q1: 2,934 shares; 2025Q2: 2,768 shares; 2025Q3: 4,504 shares; 2025Q4: 7,687 shares; 2026Q1: 5,954 shares 5,954 $1.8M 0.07% -1,733 Timeline FTCS 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: 19,336 shares; 2026Q1: 19,163 shares 19,163 $1.78M 0.07% -173 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,182 shares; 2025Q1: 1,056 shares; 2025Q2: 1,121 shares; 2025Q3: not reported; 2025Q4: 4,811 shares; 2026Q1: 4,789 shares 4,789 $1.71M 0.07% -22 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 721 shares; 2025Q3: 1,064 shares; 2025Q4: 2,184 shares; 2026Q1: 1,941 shares 1,941 $1.69M 0.07% -243 Timeline AIVI 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: 57,796 shares; 2024Q4: 55,333 shares; 2025Q1: 49,918 shares; 2025Q2: 48,125 shares; 2025Q3: 41,457 shares; 2025Q4: 38,016 shares; 2026Q1: 31,286 shares 31,286 $1.69M 0.07% -6,730 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 57,936 shares; 2026Q1: 55,058 shares 55,058 $1.69M 0.07% -2,878 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 49,646 shares 49,646 $1.69M 0.07% new Timeline FBT 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: 2,612 shares; 2026Q1: 8,374 shares 8,374 $1.68M 0.07% +5,762 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,900 shares; 2025Q1: 2,784 shares; 2025Q2: 2,784 shares; 2025Q3: 3,052 shares; 2025Q4: 17,316 shares; 2026Q1: 16,882 shares 16,882 $1.66M 0.07% -434 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: not reported; 2024Q4: 3,687 shares; 2025Q1: 5,424 shares; 2025Q2: 15,120 shares; 2025Q3: 21,638 shares; 2025Q4: 24,387 shares; 2026Q1: 26,382 shares 26,382 $1.65M 0.07% +1,995 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: 69,732 shares; 2024Q4: 80,239 shares; 2025Q1: 62,682 shares; 2025Q2: 77,875 shares; 2025Q3: 88,393 shares; 2025Q4: 95,625 shares; 2026Q1: 71,539 shares 71,539 $1.64M 0.07% -24,086 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: 4,525 shares; 2024Q4: 4,437 shares; 2025Q1: 4,418 shares; 2025Q2: 4,413 shares; 2025Q3: 4,405 shares; 2025Q4: 4,405 shares; 2026Q1: 4,405 shares 4,405 $1.63M 0.07% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,561 shares; 2024Q4: 1,968 shares; 2025Q1: 2,011 shares; 2025Q2: 1,521 shares; 2025Q3: 3,398 shares; 2025Q4: 8,106 shares; 2026Q1: 7,924 shares 7,924 $1.61M 0.07% -182 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,847 shares; 2024Q4: 22,383 shares; 2025Q1: 21,491 shares; 2025Q2: 20,587 shares; 2025Q3: 23,452 shares; 2025Q4: 34,203 shares; 2026Q1: 31,975 shares 31,975 $1.56M 0.06% -2,228 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,403 shares; 2026Q1: 3,130 shares 3,130 $1.55M 0.06% -273 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,728 shares; 2024Q4: 2,832 shares; 2025Q1: 2,836 shares; 2025Q2: 2,722 shares; 2025Q3: 2,743 shares; 2025Q4: 4,573 shares; 2026Q1: 4,688 shares 4,688 $1.53M 0.06% +115 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,136 shares; 2024Q4: 936 shares; 2025Q1: not reported; 2025Q2: 1,062 shares; 2025Q3: 1,348 shares; 2025Q4: 7,426 shares; 2026Q1: 6,737 shares 6,737 $1.52M 0.06% -689 Timeline SMAX ISHARES 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: 164,670 shares; 2026Q1: 56,701 shares 56,701 $1.52M 0.06% -107,969 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: 8,192 shares; 2024Q4: 7,801 shares; 2025Q1: 7,675 shares; 2025Q2: 8,060 shares; 2025Q3: 8,603 shares; 2025Q4: 12,653 shares; 2026Q1: 10,180 shares 10,180 $1.5M 0.06% -2,473 Timeline DXUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,139 shares; 2025Q2: 15,203 shares; 2025Q3: 19,747 shares; 2025Q4: 22,304 shares; 2026Q1: 25,225 shares 25,225 $1.5M 0.06% +2,921 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: 459 shares; 2024Q4: 378 shares; 2025Q1: 385 shares; 2025Q2: 398 shares; 2025Q3: 538 shares; 2025Q4: 1,884 shares; 2026Q1: 1,756 shares 1,756 $1.48M 0.06% -128 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 2,761 shares; 2025Q1: 2,800 shares; 2025Q2: 3,133 shares; 2025Q3: 3,371 shares; 2025Q4: 9,585 shares; 2026Q1: 9,230 shares 9,230 $1.48M 0.06% -355 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,149 shares; 2026Q1: 6,107 shares 6,107 $1.44M 0.06% -42 Timeline NOCT 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: not reported; 2025Q4: 23,879 shares; 2026Q1: 24,455 shares 24,455 $1.38M 0.06% +576 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO 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: 30,234 shares; 2026Q1: 25,852 shares 25,852 $1.37M 0.06% -4,382 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,189 shares; 2026Q1: 40,057 shares 40,057 $1.34M 0.05% +868 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,543 shares; 2024Q4: 17,384 shares; 2025Q1: 18,748 shares; 2025Q2: 18,486 shares; 2025Q3: 509,145 shares; 2025Q4: 514,651 shares; 2026Q1: 20,942 shares 20,942 $1.34M 0.05% -493,709 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: 1,389 shares; 2024Q4: 1,547 shares; 2025Q1: 1,556 shares; 2025Q2: 1,387 shares; 2025Q3: 17,125 shares; 2025Q4: 16,150 shares; 2026Q1: 1,866 shares 1,866 $1.3M 0.05% -14,284 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: 366 shares; 2024Q4: 453 shares; 2025Q1: 476 shares; 2025Q2: 419 shares; 2025Q3: 954 shares; 2025Q4: 18,873 shares; 2026Q1: 13,473 shares 13,473 $1.3M 0.05% -5,400 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 28,620 shares; 2026Q1: 27,969 shares 27,969 $1.29M 0.05% -651 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,007 shares; 2026Q1: 967 shares 967 $1.28M 0.05% -40 Timeline NJAN 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: not reported; 2025Q4: 24,129 shares; 2026Q1: 23,905 shares 23,905 $1.28M 0.05% -224 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,061 shares; 2024Q4: 18,258 shares; 2025Q1: 16,689 shares; 2025Q2: 12,133 shares; 2025Q3: 12,605 shares; 2025Q4: 12,700 shares; 2026Q1: 13,309 shares 13,309 $1.25M 0.05% +609 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,972 shares; 2024Q4: 9,264 shares; 2025Q1: 9,520 shares; 2025Q2: 8,167 shares; 2025Q3: 9,880 shares; 2025Q4: 18,984 shares; 2026Q1: 16,001 shares 16,001 $1.24M 0.05% -2,983 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,878 shares; 2024Q4: 5,967 shares; 2025Q1: 6,087 shares; 2025Q2: 5,576 shares; 2025Q3: 7,408 shares; 2025Q4: 6,936 shares; 2026Q1: 7,435 shares 7,435 $1.23M 0.05% +499 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 272 shares; 2025Q1: 286 shares; 2025Q2: 335 shares; 2025Q3: 419 shares; 2025Q4: 1,325 shares; 2026Q1: 1,265 shares 1,265 $1.22M 0.05% -60 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,473 shares; 2024Q4: 20,525 shares; 2025Q1: 20,460 shares; 2025Q2: 20,040 shares; 2025Q3: 22,183 shares; 2025Q4: 28,595 shares; 2026Q1: 26,175 shares 26,175 $1.2M 0.05% -2,420 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: 6,786 shares; 2024Q4: 8,528 shares; 2025Q1: 10,306 shares; 2025Q2: 9,894 shares; 2025Q3: 12,540 shares; 2025Q4: 20,224 shares; 2026Q1: 22,794 shares 22,794 $1.2M 0.05% +2,570 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,954 shares; 2026Q1: 5,727 shares 5,727 $1.19M 0.05% -227 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,883 shares; 2024Q4: 5,219 shares; 2025Q1: 5,077 shares; 2025Q2: 4,549 shares; 2025Q3: 6,240 shares; 2025Q4: 13,244 shares; 2026Q1: 12,817 shares 12,817 $1.19M 0.05% -427 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,460 shares; 2025Q4: 20,386 shares; 2026Q1: 17,721 shares 17,721 $1.18M 0.05% -2,665 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: not reported; 2024Q4: not reported; 2025Q1: 7,147 shares; 2025Q2: 7,188 shares; 2025Q3: 8,491 shares; 2025Q4: 27,207 shares; 2026Q1: 30,599 shares 30,599 $1.18M 0.05% +3,392 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: 4,249 shares; 2024Q4: 6,382 shares; 2025Q1: 6,382 shares; 2025Q2: 4,249 shares; 2025Q3: 5,060 shares; 2025Q4: 5,330 shares; 2026Q1: 16,482 shares 16,482 $1.17M 0.05% +11,152 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,790 shares; 2024Q4: 7,488 shares; 2025Q1: 7,673 shares; 2025Q2: 7,743 shares; 2025Q3: 8,896 shares; 2025Q4: 9,671 shares; 2026Q1: 9,361 shares 9,361 $1.16M 0.05% -310 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: 12,125 shares; 2024Q4: 11,755 shares; 2025Q1: 11,463 shares; 2025Q2: 11,787 shares; 2025Q3: 12,522 shares; 2025Q4: 18,324 shares; 2026Q1: 16,648 shares 16,648 $1.16M 0.05% -1,676 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,762 shares; 2026Q1: 2,960 shares 2,960 $1.16M 0.05% +198 Timeline PPA 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: 2,391 shares; 2025Q1: 2,391 shares; 2025Q2: 2,391 shares; 2025Q3: not reported; 2025Q4: 6,633 shares; 2026Q1: 6,945 shares 6,945 $1.15M 0.05% +312 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,090 shares; 2026Q1: 23,017 shares 23,017 $1.08M 0.04% -1,073 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,631 shares; 2024Q4: 3,631 shares; 2025Q1: 2,692 shares; 2025Q2: 2,692 shares; 2025Q3: 4,513 shares; 2025Q4: 7,551 shares; 2026Q1: 7,400 shares 7,400 $1.08M 0.04% -151 Timeline IVVM 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: 30,320 shares; 2026Q1: 31,105 shares 31,105 $1.06M 0.04% +785 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,611 shares; 2025Q1: 2,152 shares; 2025Q2: 2,128 shares; 2025Q3: 2,648 shares; 2025Q4: 6,356 shares; 2026Q1: 5,681 shares 5,681 $1.06M 0.04% -675 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: 2,032 shares; 2024Q4: 2,556 shares; 2025Q1: 2,598 shares; 2025Q2: 2,103 shares; 2025Q3: 6,001 shares; 2025Q4: 7,816 shares; 2026Q1: 4,997 shares 4,997 $1.06M 0.04% -2,819 Timeline IVVB 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: 31,588 shares; 2026Q1: 32,562 shares 32,562 $1.04M 0.04% +974 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,745 shares; 2025Q1: 1,861 shares; 2025Q2: 1,761 shares; 2025Q3: 1,980 shares; 2025Q4: 7,957 shares; 2026Q1: 7,952 shares 7,952 $1.04M 0.04% -5 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,975 shares; 2024Q4: 6,008 shares; 2025Q1: 4,705 shares; 2025Q2: 4,846 shares; 2025Q3: 6,243 shares; 2025Q4: 6,347 shares; 2026Q1: 5,993 shares 5,993 $1.03M 0.04% -354 Timeline PJUN 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: not reported; 2025Q4: 25,395 shares; 2026Q1: 24,422 shares 24,422 $1.02M 0.04% -973 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,743 shares; 2026Q1: 30,265 shares 30,265 $1.02M 0.04% +9,522 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: 2,894 shares; 2024Q4: 3,149 shares; 2025Q1: 3,083 shares; 2025Q2: 2,575 shares; 2025Q3: 4,126 shares; 2025Q4: 6,406 shares; 2026Q1: 4,654 shares 4,654 $1.01M 0.04% -1,752 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,088 shares; 2024Q4: 23,691 shares; 2025Q1: 24,087 shares; 2025Q2: 23,182 shares; 2025Q3: 23,582 shares; 2025Q4: 23,882 shares; 2026Q1: 26,578 shares 26,578 $1.01M 0.04% +2,696 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: 4,924 shares; 2024Q4: 4,916 shares; 2025Q1: 4,618 shares; 2025Q2: 4,409 shares; 2025Q3: 4,249 shares; 2025Q4: 8,655 shares; 2026Q1: 7,446 shares 7,446 $990K 0.04% -1,209 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,669 shares; 2026Q1: 6,695 shares 6,695 $978K 0.04% +26 Timeline PNFP PINNACLE FINL PARTNERS INC More: the full row for PINNACLE FINL PARTNERS 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: 11,312 shares 11,312 $974K 0.04% new Timeline GLIX LAZARD ACTIVE ETF TR More: the full row for LAZARD ACTIVE 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: 14,157 shares; 2026Q1: 36,135 shares 36,135 $969K 0.04% +21,978 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,148 shares; 2025Q1: not reported; 2025Q2: 1,004 shares; 2025Q3: 3,448 shares; 2025Q4: 4,773 shares; 2026Q1: 2,857 shares 2,857 $966K 0.04% -1,916 Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,648 shares; 2024Q4: 32,152 shares; 2025Q1: 30,442 shares; 2025Q2: 28,576 shares; 2025Q3: 25,968 shares; 2025Q4: 25,107 shares; 2026Q1: 20,887 shares 20,887 $956K 0.04% -4,220 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: 4,118 shares; 2024Q4: 6,800 shares; 2025Q1: 9,009 shares; 2025Q2: 10,925 shares; 2025Q3: 63,921 shares; 2025Q4: 76,343 shares; 2026Q1: 15,970 shares 15,970 $951K 0.04% -60,373 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 791 shares; 2025Q4: 3,812 shares; 2026Q1: 3,367 shares 3,367 $940K 0.04% -445 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,790 shares; 2025Q4: 5,212 shares; 2026Q1: 4,371 shares 4,371 $934K 0.04% -841 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,936 shares; 2025Q1: 14,932 shares; 2025Q2: 14,858 shares; 2025Q3: 14,858 shares; 2025Q4: 12,474 shares; 2026Q1: 11,952 shares 11,952 $932K 0.04% -522 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,599 shares; 2026Q1: 1,896 shares 1,896 $932K 0.04% +297 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,417 shares 17,417 $929K 0.04% new Timeline ARKK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,278 shares; 2025Q4: 14,704 shares; 2026Q1: 13,715 shares 13,715 $927K 0.04% -989 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,498 shares; 2024Q4: 2,853 shares; 2025Q1: 2,534 shares; 2025Q2: 1,566 shares; 2025Q3: 1,326 shares; 2025Q4: 1,326 shares; 2026Q1: 4,825 shares 4,825 $926K 0.04% +3,499 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,742 shares; 2026Q1: 16,233 shares 16,233 $920K 0.04% -16,509 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: 10,439 shares; 2024Q4: 10,372 shares; 2025Q1: 10,019 shares; 2025Q2: 7,755 shares; 2025Q3: 7,356 shares; 2025Q4: 7,308 shares; 2026Q1: 8,243 shares 8,243 $918K 0.04% +935 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: 3,273 shares; 2024Q4: 7,801 shares; 2025Q1: 6,972 shares; 2025Q2: 5,835 shares; 2025Q3: 14,473 shares; 2025Q4: 15,237 shares; 2026Q1: 13,521 shares 13,521 $913K 0.04% -1,716 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,601 shares; 2024Q4: 3,659 shares; 2025Q1: 3,508 shares; 2025Q2: 3,871 shares; 2025Q3: 4,340 shares; 2025Q4: 7,694 shares; 2026Q1: 5,786 shares 5,786 $899K 0.04% -1,908 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,506 shares; 2026Q1: 8,474 shares 8,474 $898K 0.04% +968 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 23,763 shares; 2026Q1: 23,348 shares 23,348 $898K 0.04% -415 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V 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: 18,690 shares; 2026Q1: 21,627 shares 21,627 $896K 0.04% +2,937 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,239 shares; 2026Q1: 56,496 shares 56,496 $894K 0.04% +17,257 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,081 shares; 2025Q4: 11,366 shares; 2026Q1: 12,423 shares 12,423 $894K 0.04% +1,057 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,262 shares; 2024Q4: 19,733 shares; 2025Q1: 20,591 shares; 2025Q2: 17,487 shares; 2025Q3: 21,517 shares; 2025Q4: 33,872 shares; 2026Q1: 30,091 shares 30,091 $872K 0.04% -3,781 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,117 shares; 2025Q1: 1,100 shares; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 2,285 shares; 2026Q1: 2,502 shares 2,502 $864K 0.04% +217 Timeline DXIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,943 shares; 2025Q3: 10,694 shares; 2025Q4: 11,848 shares; 2026Q1: 12,748 shares 12,748 $861K 0.04% +900 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,788 shares; 2024Q4: 3,730 shares; 2025Q1: 3,762 shares; 2025Q2: 2,789 shares; 2025Q3: 2,797 shares; 2025Q4: 6,924 shares; 2026Q1: 6,500 shares 6,500 $851K 0.03% -424 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,126 shares; 2024Q4: 3,326 shares; 2025Q1: 3,230 shares; 2025Q2: 2,903 shares; 2025Q3: 3,158 shares; 2025Q4: 4,336 shares; 2026Q1: 3,442 shares 3,442 $835K 0.03% -894 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: 23,832 shares; 2024Q4: 23,131 shares; 2025Q1: 20,502 shares; 2025Q2: 19,682 shares; 2025Q3: 18,103 shares; 2025Q4: 17,577 shares; 2026Q1: 14,026 shares 14,026 $831K 0.03% -3,551 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,283 shares; 2025Q2: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares; 2026Q1: 4,283 shares 4,283 $810K 0.03% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,625 shares; 2024Q4: 4,563 shares; 2025Q1: 4,563 shares; 2025Q2: 3,496 shares; 2025Q3: 3,456 shares; 2025Q4: 3,441 shares; 2026Q1: 4,265 shares 4,265 $809K 0.03% +824 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,115 shares; 2025Q1: 17,676 shares; 2025Q2: 16,231 shares; 2025Q3: 94,908 shares; 2025Q4: 99,435 shares; 2026Q1: 32,572 shares 32,572 $806K 0.03% -66,863 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: 8,321 shares; 2024Q4: 8,270 shares; 2025Q1: 8,286 shares; 2025Q2: 8,316 shares; 2025Q3: 8,298 shares; 2025Q4: 8,298 shares; 2026Q1: 8,257 shares 8,257 $803K 0.03% -41 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,450 shares; 2025Q1: 5,566 shares; 2025Q2: 3,570 shares; 2025Q3: 12,021 shares; 2025Q4: 12,050 shares; 2026Q1: 10,026 shares 10,026 $798K 0.03% -2,024 Timeline FXL 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: 5,056 shares; 2026Q1: 4,819 shares 4,819 $766K 0.03% -237 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,387 shares; 2024Q4: 11,193 shares; 2025Q1: 11,188 shares; 2025Q2: 11,965 shares; 2025Q3: 30,103 shares; 2025Q4: 28,064 shares; 2026Q1: 11,304 shares 11,304 $761K 0.03% -16,760 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,139 shares 34,139 $755K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,278 shares; 2026Q1: 6,755 shares 6,755 $751K 0.03% +3,477 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,142 shares; 2026Q1: 16,017 shares 16,017 $736K 0.03% -125 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,243 shares; 2024Q4: 31,207 shares; 2025Q1: 28,985 shares; 2025Q2: 27,350 shares; 2025Q3: 22,779 shares; 2025Q4: 22,684 shares; 2026Q1: 21,641 shares 21,641 $726K 0.03% -1,043 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,166 shares; 2024Q4: 1,818 shares; 2025Q1: 1,798 shares; 2025Q2: 1,547 shares; 2025Q3: 1,932 shares; 2025Q4: 2,885 shares; 2026Q1: 2,307 shares 2,307 $717K 0.03% -578 Timeline IBTK ISHARES 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: 59,102 shares; 2026Q1: 36,363 shares 36,363 $717K 0.03% -22,739 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 751 shares; 2025Q3: 768 shares; 2025Q4: 1,743 shares; 2026Q1: 1,858 shares 1,858 $712K 0.03% +115 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,530 shares; 2025Q4: 27,095 shares; 2026Q1: 15,273 shares 15,273 $697K 0.03% -11,822 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: 405 shares; 2024Q4: 547 shares; 2025Q1: 502 shares; 2025Q2: 518 shares; 2025Q3: 582 shares; 2025Q4: 1,309 shares; 2026Q1: 1,137 shares 1,137 $687K 0.03% -172 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: 2,343 shares; 2024Q4: 2,274 shares; 2025Q1: 1,825 shares; 2025Q2: 1,797 shares; 2025Q3: 1,768 shares; 2025Q4: 1,925 shares; 2026Q1: 1,925 shares 1,925 $686K 0.03% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS 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: 1,214 shares 1,214 $682K 0.03% new 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: 19,897 shares; 2024Q4: 22,108 shares; 2025Q1: 19,250 shares; 2025Q2: 13,704 shares; 2025Q3: 13,561 shares; 2025Q4: 13,188 shares; 2026Q1: 14,107 shares 14,107 $682K 0.03% +919 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 732 shares; 2024Q4: 688 shares; 2025Q1: 688 shares; 2025Q2: 651 shares; 2025Q3: 875 shares; 2025Q4: 872 shares; 2026Q1: 956 shares 956 $677K 0.03% +84 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: 4,265 shares; 2024Q4: 12,797 shares; 2025Q1: 13,659 shares; 2025Q2: 13,661 shares; 2025Q3: 13,664 shares; 2025Q4: 25,428 shares; 2026Q1: 26,855 shares 26,855 $674K 0.03% +1,427 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,585 shares; 2025Q1: not reported; 2025Q2: 1,933 shares; 2025Q3: 2,704 shares; 2025Q4: 6,041 shares; 2026Q1: 5,819 shares 5,819 $669K 0.03% -222 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: 2,209 shares; 2024Q4: 2,209 shares; 2025Q1: not reported; 2025Q2: 2,209 shares; 2025Q3: 2,209 shares; 2025Q4: 2,209 shares; 2026Q1: 6,903 shares 6,903 $667K 0.03% +4,694 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: not reported; 2024Q4: not reported; 2025Q1: 789 shares; 2025Q2: 754 shares; 2025Q3: 1,749 shares; 2025Q4: 1,868 shares; 2026Q1: 1,550 shares 1,550 $667K 0.03% -318 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 914 shares; 2025Q4: 2,276 shares; 2026Q1: 2,021 shares 2,021 $664K 0.03% -255 Timeline EJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,236 shares; 2026Q1: 19,542 shares 19,542 $663K 0.03% -694 Timeline NEOV NEOVOLTA INC More: the full row for NEOVOLTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 200,214 shares; 2024Q4: 219,106 shares; 2025Q1: 226,225 shares; 2025Q2: 226,225 shares; 2025Q3: 226,225 shares; 2025Q4: 226,225 shares; 2026Q1: 214,159 shares 214,159 $660K 0.03% -12,066 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,007 shares; 2024Q4: 1,031 shares; 2025Q1: 1,032 shares; 2025Q2: 1,011 shares; 2025Q3: 1,329 shares; 2025Q4: 2,884 shares; 2026Q1: 2,150 shares 2,150 $650K 0.03% -734 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: 7,962 shares; 2024Q4: 7,919 shares; 2025Q1: 8,693 shares; 2025Q2: 8,176 shares; 2025Q3: 7,980 shares; 2025Q4: 7,951 shares; 2026Q1: 7,292 shares 7,292 $647K 0.03% -659 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,084 shares; 2025Q1: 23,935 shares; 2025Q2: 23,141 shares; 2025Q3: 23,197 shares; 2025Q4: 23,214 shares; 2026Q1: 19,610 shares 19,610 $646K 0.03% -3,604 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,799 shares; 2026Q1: 1,807 shares 1,807 $644K 0.03% +8 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,876 shares; 2024Q4: 6,027 shares; 2025Q1: 5,677 shares; 2025Q2: 4,572 shares; 2025Q3: 4,572 shares; 2025Q4: 4,147 shares; 2026Q1: 4,247 shares 4,247 $643K 0.03% +100 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS 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: 4,310 shares; 2026Q1: 4,992 shares 4,992 $635K 0.03% +682 Timeline DOV DOVER CORP More: the full row for DOVER 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: 2,753 shares; 2026Q1: 3,037 shares 3,037 $633K 0.03% +284 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,401 shares; 2026Q1: 4,820 shares 4,820 $632K 0.03% +419 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17,607 shares; 2025Q3: 21,633 shares; 2025Q4: 23,352 shares; 2026Q1: 16,868 shares 16,868 $620K 0.03% -6,484 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,869 shares; 2024Q4: 3,947 shares; 2025Q1: 3,947 shares; 2025Q2: 3,628 shares; 2025Q3: 3,802 shares; 2025Q4: 3,498 shares; 2026Q1: 4,683 shares 4,683 $618K 0.03% +1,185 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,044 shares; 2024Q4: 5,506 shares; 2025Q1: 5,243 shares; 2025Q2: 4,166 shares; 2025Q3: 4,574 shares; 2025Q4: 5,146 shares; 2026Q1: 5,129 shares 5,129 $617K 0.03% -17 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: 6,870 shares; 2024Q4: 7,432 shares; 2025Q1: 7,446 shares; 2025Q2: 6,886 shares; 2025Q3: 6,860 shares; 2025Q4: 6,861 shares; 2026Q1: 8,126 shares 8,126 $615K 0.03% +1,265 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,284 shares; 2025Q1: 16,156 shares; 2025Q2: 16,058 shares; 2025Q3: 15,633 shares; 2025Q4: 15,643 shares; 2026Q1: 22,069 shares 22,069 $615K 0.02% +6,426 Timeline SPIP 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: 36,146 shares; 2024Q4: 39,526 shares; 2025Q1: 34,892 shares; 2025Q2: 27,485 shares; 2025Q3: 25,378 shares; 2025Q4: 24,065 shares; 2026Q1: 23,577 shares 23,577 $613K 0.02% -488 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 4,251 shares; 2025Q4: 4,292 shares; 2026Q1: 4,467 shares 4,467 $613K 0.02% +175 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: 1,220 shares; 2024Q4: 1,270 shares; 2025Q1: 1,275 shares; 2025Q2: 1,220 shares; 2025Q3: 1,220 shares; 2025Q4: 1,220 shares; 2026Q1: 1,310 shares 1,310 $607K 0.02% +90 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,558 shares; 2024Q4: 3,558 shares; 2025Q1: 3,558 shares; 2025Q2: 3,828 shares; 2025Q3: 3,888 shares; 2025Q4: 3,888 shares; 2026Q1: 3,828 shares 3,828 $602K 0.02% -60 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,342 shares; 2024Q4: 1,816 shares; 2025Q1: 1,816 shares; 2025Q2: 1,704 shares; 2025Q3: 1,751 shares; 2025Q4: 1,762 shares; 2026Q1: 2,087 shares 2,087 $599K 0.02% +325 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,215 shares; 2026Q1: 1,307 shares 1,307 $584K 0.02% +92 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,921 shares; 2024Q4: 2,921 shares; 2025Q1: 2,921 shares; 2025Q2: 2,921 shares; 2025Q3: not reported; 2025Q4: 3,871 shares; 2026Q1: 3,521 shares 3,521 $570K 0.02% -350 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,801 shares; 2026Q1: 12,723 shares 12,723 $568K 0.02% -78 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: 2,586 shares; 2024Q4: 2,898 shares; 2025Q1: 2,908 shares; 2025Q2: 2,323 shares; 2025Q3: 2,317 shares; 2025Q4: 2,269 shares; 2026Q1: 1,976 shares 1,976 $568K 0.02% -293 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,673 shares; 2024Q4: 11,853 shares; 2025Q1: 7,995 shares; 2025Q2: not reported; 2025Q3: 8,199 shares; 2025Q4: 14,733 shares; 2026Q1: 19,950 shares 19,950 $560K 0.02% +5,217 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 542 shares; 2026Q1: 624 shares 624 $558K 0.02% +82 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,392 shares; 2026Q1: 8,948 shares 8,948 $553K 0.02% +556 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: 985 shares; 2024Q4: 1,105 shares; 2025Q1: 1,098 shares; 2025Q2: 994 shares; 2025Q3: 1,501 shares; 2025Q4: 1,528 shares; 2026Q1: 1,106 shares 1,106 $553K 0.02% -422 Timeline KJAN 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: not reported; 2025Q4: 14,417 shares; 2026Q1: 13,167 shares 13,167 $549K 0.02% -1,250 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,456 shares; 2024Q4: 2,643 shares; 2025Q1: 2,462 shares; 2025Q2: 1,552 shares; 2025Q3: 2,695 shares; 2025Q4: 3,213 shares; 2026Q1: 2,566 shares 2,566 $548K 0.02% -647 Timeline DDFL 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: not reported; 2025Q4: 27,108 shares; 2026Q1: 26,683 shares 26,683 $548K 0.02% -425 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,623 shares; 2026Q1: 4,259 shares 4,259 $534K 0.02% +636 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,664 shares; 2026Q1: 2,039 shares 2,039 $531K 0.02% +375 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: not reported; 2024Q4: 15,060 shares; 2025Q1: 15,060 shares; 2025Q2: 12,873 shares; 2025Q3: 12,914 shares; 2025Q4: 15,172 shares; 2026Q1: 20,524 shares 20,524 $526K 0.02% +5,352 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,905 shares; 2025Q1: 23,722 shares; 2025Q2: 34,329 shares; 2025Q3: 33,268 shares; 2025Q4: 29,108 shares; 2026Q1: 27,173 shares 27,173 $524K 0.02% -1,935 Timeline SKYT SKYWATER TECHNOLOGY INC More: the full row for SKYWATER 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: 19,860 shares; 2026Q1: 18,910 shares 18,910 $518K 0.02% -950 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,028 shares; 2025Q1: 4,392 shares; 2025Q2: not reported; 2025Q3: 5,016 shares; 2025Q4: 5,291 shares; 2026Q1: 7,811 shares 7,811 $515K 0.02% +2,520 Timeline TCAI TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,820 shares 14,820 $513K 0.02% new 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: 8,041 shares; 2024Q4: 15,922 shares; 2025Q1: 16,713 shares; 2025Q2: 14,932 shares; 2025Q3: 14,932 shares; 2025Q4: 14,933 shares; 2026Q1: 17,510 shares 17,510 $509K 0.02% +2,577 Timeline VFQY 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: not reported; 2025Q3: not reported; 2025Q4: 3,822 shares; 2026Q1: 3,404 shares 3,404 $508K 0.02% -418 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,223 shares; 2026Q1: 4,277 shares 4,277 $507K 0.02% +54 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS 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: 14,228 shares; 2026Q1: 13,894 shares 13,894 $507K 0.02% -334 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,569 shares; 2026Q1: 5,841 shares 5,841 $506K 0.02% +272 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 639 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,653 shares; 2026Q1: 1,892 shares 1,892 $505K 0.02% +239 Timeline EEMS 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: 5,751 shares; 2024Q4: 7,837 shares; 2025Q1: 7,686 shares; 2025Q2: 4,945 shares; 2025Q3: 4,761 shares; 2025Q4: 4,736 shares; 2026Q1: 7,167 shares 7,167 $496K 0.02% +2,431 Timeline JGRO 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: not reported; 2025Q4: 5,532 shares; 2026Q1: 5,860 shares 5,860 $495K 0.02% +328 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,515 shares; 2026Q1: 1,745 shares 1,745 $490K 0.02% +230 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,642 shares; 2025Q4: 13,461 shares; 2026Q1: 9,691 shares 9,691 $486K 0.02% -3,770 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: 12,111 shares; 2024Q4: 13,554 shares; 2025Q1: 13,755 shares; 2025Q2: 11,684 shares; 2025Q3: 15,778 shares; 2025Q4: 18,765 shares; 2026Q1: 9,739 shares 9,739 $486K 0.02% -9,026 Timeline PID 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: 22,300 shares; 2024Q4: 24,500 shares; 2025Q1: 24,500 shares; 2025Q2: 21,800 shares; 2025Q3: 21,800 shares; 2025Q4: 21,800 shares; 2026Q1: 21,800 shares 21,800 $485K 0.02% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,391 shares; 2024Q4: 4,746 shares; 2025Q1: 4,692 shares; 2025Q2: 4,187 shares; 2025Q3: 4,108 shares; 2025Q4: 4,109 shares; 2026Q1: 4,732 shares 4,732 $484K 0.02% +623 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,283 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,717 shares; 2026Q1: 1,402 shares 1,402 $479K 0.02% -315 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,279 shares; 2025Q4: 2,929 shares; 2026Q1: 3,425 shares 3,425 $477K 0.02% +496 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: 1,408 shares; 2024Q4: 1,552 shares; 2025Q1: 1,946 shares; 2025Q2: 1,622 shares; 2025Q3: 3,058 shares; 2025Q4: 2,832 shares; 2026Q1: 1,579 shares 1,579 $477K 0.02% -1,253 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,123 shares; 2025Q2: 834 shares; 2025Q3: 841 shares; 2025Q4: 1,628 shares; 2026Q1: 1,442 shares 1,442 $470K 0.02% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 538 shares; 2026Q1: 757 shares 757 $467K 0.02% +219 Timeline FTEC 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: 3,156 shares; 2024Q4: 3,204 shares; 2025Q1: 3,258 shares; 2025Q2: 2,891 shares; 2025Q3: 2,893 shares; 2025Q4: 2,490 shares; 2026Q1: 2,214 shares 2,214 $461K 0.02% -276 Timeline FXR 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: 4,177 shares; 2026Q1: 5,604 shares 5,604 $457K 0.02% +1,427 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: 2,112 shares; 2025Q4: 1,740 shares; 2026Q1: 1,304 shares 1,304 $441K 0.02% -436 Timeline DAVA ENDAVA PLC More: the full row for ENDAVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,550 shares; 2024Q4: 107,775 shares; 2025Q1: 107,775 shares; 2025Q2: 107,375 shares; 2025Q3: 105,775 shares; 2025Q4: 105,775 shares; 2026Q1: 98,975 shares 98,975 $437K 0.02% -6,800 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,745 shares; 2026Q1: 7,569 shares 7,569 $431K 0.02% -176 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: 2,494 shares; 2024Q4: 2,515 shares; 2025Q1: 2,592 shares; 2025Q2: 2,514 shares; 2025Q3: 2,514 shares; 2025Q4: 2,515 shares; 2026Q1: 1,557 shares 1,557 $424K 0.02% -958 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 844 shares; 2025Q1: 832 shares; 2025Q2: 863 shares; 2025Q3: 907 shares; 2025Q4: 3,065 shares; 2026Q1: 1,561 shares 1,561 $422K 0.02% -1,504 Timeline RSPF 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: 5,974 shares; 2026Q1: 5,898 shares 5,898 $421K 0.02% -76 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $419K 0.02% new 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: 4,756 shares; 2025Q1: 4,756 shares; 2025Q2: 4,797 shares; 2025Q3: 4,809 shares; 2025Q4: 5,548 shares; 2026Q1: 3,605 shares 3,605 $419K 0.02% -1,943 Timeline AGX ARGAN INC More: the full row for ARGAN 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: 915 shares; 2026Q1: 765 shares 765 $417K 0.02% -150 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: 2,965 shares; 2025Q2: 3,589 shares; 2025Q3: 4,531 shares; 2025Q4: 4,506 shares; 2026Q1: 3,669 shares 3,669 $416K 0.02% -837 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 2,223 shares; 2025Q1: 2,223 shares; 2025Q2: 1,615 shares; 2025Q3: 1,615 shares; 2025Q4: 1,643 shares; 2026Q1: 2,293 shares 2,293 $416K 0.02% +650 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,314 shares; 2025Q3: 3,568 shares; 2025Q4: 3,573 shares; 2026Q1: 3,704 shares 3,704 $409K 0.02% +131 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,963 shares; 2026Q1: 5,926 shares 5,926 $405K 0.02% -37 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,429 shares; 2024Q4: 7,054 shares; 2025Q1: 7,054 shares; 2025Q2: 7,054 shares; 2025Q3: 7,054 shares; 2025Q4: 7,054 shares; 2026Q1: 7,054 shares 7,054 $403K 0.02% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,549 shares; 2024Q4: 1,774 shares; 2025Q1: 1,774 shares; 2025Q2: 1,774 shares; 2025Q3: 1,793 shares; 2025Q4: 2,132 shares; 2026Q1: 2,113 shares 2,113 $399K 0.02% -19 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,508 shares 6,508 $399K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,211 shares; 2024Q4: 990 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,970 shares; 2026Q1: 1,633 shares 1,633 $397K 0.02% -337 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,846 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,981 shares; 2025Q3: 3,443 shares; 2025Q4: 5,148 shares; 2026Q1: 6,859 shares 6,859 $395K 0.02% +1,711 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,135 shares 10,135 $395K 0.02% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,203 shares; 2026Q1: 9,158 shares 9,158 $395K 0.02% -45 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: 4,905 shares; 2024Q4: 7,496 shares; 2025Q1: 7,496 shares; 2025Q2: 4,907 shares; 2025Q3: 5,254 shares; 2025Q4: 4,846 shares; 2026Q1: 4,887 shares 4,887 $394K 0.02% +41 Timeline USMF 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: 17,662 shares; 2024Q4: 16,075 shares; 2025Q1: 12,943 shares; 2025Q2: 7,914 shares; 2025Q3: 6,775 shares; 2025Q4: 5,176 shares; 2026Q1: 7,937 shares 7,937 $392K 0.02% +2,761 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,567 shares; 2024Q4: 16,899 shares; 2025Q1: 15,475 shares; 2025Q2: 15,052 shares; 2025Q3: 15,817 shares; 2025Q4: 18,515 shares; 2026Q1: 14,704 shares 14,704 $384K 0.02% -3,811 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,517 shares 1,517 $380K 0.02% new Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,102 shares 4,102 $379K 0.02% new Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,858 shares; 2026Q1: 8,779 shares 8,779 $378K 0.02% -79 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL 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: 2,743 shares; 2026Q1: 2,125 shares 2,125 $371K 0.02% -618 Timeline FXU 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: 7,464 shares 7,464 $370K 0.02% new 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: 4,160 shares; 2024Q4: 4,502 shares; 2025Q1: 4,502 shares; 2025Q2: 4,181 shares; 2025Q3: 3,997 shares; 2025Q4: 3,993 shares; 2026Q1: 4,194 shares 4,194 $363K 0.01% +201 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,874 shares; 2026Q1: 10,003 shares 10,003 $363K 0.01% -3,871 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,387 shares; 2024Q4: 1,486 shares; 2025Q1: 1,486 shares; 2025Q2: 1,387 shares; 2025Q3: 1,387 shares; 2025Q4: 2,894 shares; 2026Q1: 3,312 shares 3,312 $361K 0.01% +418 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,896 shares; 2026Q1: 9,046 shares 9,046 $360K 0.01% -2,850 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 2,117 shares; 2026Q1: 3,181 shares 3,181 $360K 0.01% +1,064 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: 2,378 shares; 2026Q1: 2,363 shares 2,363 $355K 0.01% -15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,210 shares; 2024Q4: 942 shares; 2025Q1: 935 shares; 2025Q2: not reported; 2025Q3: 1,093 shares; 2025Q4: 1,027 shares; 2026Q1: 1,498 shares 1,498 $354K 0.01% +471 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 620 shares; 2025Q1: 622 shares; 2025Q2: 438 shares; 2025Q3: 546 shares; 2025Q4: 530 shares; 2026Q1: 628 shares 628 $354K 0.01% +98 Timeline IAK ISHARES 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: 2,820 shares; 2026Q1: 2,745 shares 2,745 $352K 0.01% -75 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,866 shares; 2025Q1: not reported; 2025Q2: 2,716 shares; 2025Q3: 3,368 shares; 2025Q4: 3,468 shares; 2026Q1: 3,439 shares 3,439 $341K 0.01% -29 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: 1,840 shares; 2024Q4: 1,893 shares; 2025Q1: 2,459 shares; 2025Q2: 1,796 shares; 2025Q3: 1,796 shares; 2025Q4: 1,796 shares; 2026Q1: 1,843 shares 1,843 $340K 0.01% +47 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,035 shares; 2024Q4: 15,050 shares; 2025Q1: 15,044 shares; 2025Q2: 15,059 shares; 2025Q3: 15,163 shares; 2025Q4: 15,363 shares; 2026Q1: 16,278 shares 16,278 $338K 0.01% +915 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: 7,105 shares; 2024Q4: 7,105 shares; 2025Q1: 7,065 shares; 2025Q2: 7,065 shares; 2025Q3: 7,065 shares; 2025Q4: 7,065 shares; 2026Q1: 2,765 shares 2,765 $335K 0.01% -4,300 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 508 shares; 2026Q1: 725 shares 725 $334K 0.01% +217 Timeline BPRE BLUEROCK PVT REAL ESTATE FD More: the full row for BLUEROCK PVT REAL ESTATE 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: 18,416 shares; 2026Q1: 19,929 shares 19,929 $331K 0.01% +1,513 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,413 shares; 2026Q1: 1,663 shares 1,663 $331K 0.01% +250 Timeline IBTL ISHARES 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: 12,033 shares; 2026Q1: 16,105 shares 16,105 $329K 0.01% +4,072 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,815 shares; 2026Q1: 5,228 shares 5,228 $328K 0.01% -1,587 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,470 shares; 2025Q4: 1,432 shares; 2026Q1: 1,324 shares 1,324 $327K 0.01% -108 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,516 shares; 2025Q1: 2,487 shares; 2025Q2: 2,442 shares; 2025Q3: 2,578 shares; 2025Q4: 2,585 shares; 2026Q1: 2,499 shares 2,499 $325K 0.01% -86 Timeline ROL ROLLINS INC More: the full row for ROLLINS 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: 6,940 shares; 2026Q1: 6,034 shares 6,034 $322K 0.01% -906 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,560 shares; 2026Q1: 4,600 shares 4,600 $319K 0.01% +40 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: 1,570 shares; 2024Q4: 1,809 shares; 2025Q1: 1,847 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,953 shares 1,953 $316K 0.01% +345 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,923 shares; 2026Q1: 6,018 shares 6,018 $314K 0.01% +95 Timeline EUDG 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: 9,314 shares; 2024Q4: 8,398 shares; 2025Q1: 8,421 shares; 2025Q2: 8,535 shares; 2025Q3: 8,551 shares; 2025Q4: 8,596 shares; 2026Q1: 8,626 shares 8,626 $314K 0.01% +30 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,250 shares 6,250 $312K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,351 shares 2,351 $312K 0.01% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,214 shares; 2025Q4: 2,180 shares; 2026Q1: 2,014 shares 2,014 $308K 0.01% -166 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 770 shares; 2024Q4: 770 shares; 2025Q1: 834 shares; 2025Q2: 834 shares; 2025Q3: 844 shares; 2025Q4: 834 shares; 2026Q1: 844 shares 844 $307K 0.01% +10 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,128 shares; 2024Q4: 2,871 shares; 2025Q1: 2,093 shares; 2025Q2: 1,987 shares; 2025Q3: 3,076 shares; 2025Q4: 3,059 shares; 2026Q1: 2,972 shares 2,972 $305K 0.01% -87 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,222 shares; 2026Q1: 1,326 shares 1,326 $305K 0.01% +104 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,400 shares; 2025Q4: 6,400 shares; 2026Q1: 6,400 shares 6,400 $300K 0.01% 0 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: 1,829 shares; 2024Q4: 1,853 shares; 2025Q1: 1,863 shares; 2025Q2: 1,754 shares; 2025Q3: 2,447 shares; 2025Q4: 2,369 shares; 2026Q1: 1,859 shares 1,859 $297K 0.01% -510 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,275 shares; 2024Q4: 3,408 shares; 2025Q1: 3,545 shares; 2025Q2: 1,944 shares; 2025Q3: 2,861 shares; 2025Q4: 3,023 shares; 2026Q1: 3,056 shares 3,056 $295K 0.01% +33 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,577 shares; 2026Q1: 4,970 shares 4,970 $293K 0.01% +393 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING 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: 22,284 shares; 2026Q1: 23,283 shares 23,283 $291K 0.01% +999 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: 6,015 shares; 2024Q4: 7,258 shares; 2025Q1: 7,482 shares; 2025Q2: 6,240 shares; 2025Q3: 6,240 shares; 2025Q4: not reported; 2026Q1: 5,869 shares 5,869 $290K 0.01% new Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,752 shares; 2026Q1: 6,701 shares 6,701 $286K 0.01% -51 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,211 shares; 2024Q4: 5,959 shares; 2025Q1: 5,695 shares; 2025Q2: 4,210 shares; 2025Q3: 4,610 shares; 2025Q4: 4,280 shares; 2026Q1: 5,354 shares 5,354 $283K 0.01% +1,074 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: 7,514 shares; 2024Q4: 7,836 shares; 2025Q1: 7,836 shares; 2025Q2: 7,479 shares; 2025Q3: 7,479 shares; 2025Q4: 7,399 shares; 2026Q1: 7,721 shares 7,721 $283K 0.01% +322 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,467 shares; 2025Q3: 2,467 shares; 2025Q4: 2,467 shares; 2026Q1: 2,801 shares 2,801 $282K 0.01% +334 Timeline FIDU 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: 3,206 shares; 2024Q4: 3,206 shares; 2025Q1: 3,216 shares; 2025Q2: 3,225 shares; 2025Q3: 3,236 shares; 2025Q4: 3,241 shares; 2026Q1: 3,251 shares 3,251 $281K 0.01% +10 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,256 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,332 shares; 2025Q3: 2,573 shares; 2025Q4: 2,546 shares; 2026Q1: 2,352 shares 2,352 $281K 0.01% -194 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,883 shares; 2026Q1: 4,600 shares 4,600 $279K 0.01% +717 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,140 shares; 2025Q1: 4,090 shares; 2025Q2: not reported; 2025Q3: 4,583 shares; 2025Q4: not reported; 2026Q1: 4,281 shares 4,281 $278K 0.01% new Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 840 shares; 2024Q4: 841 shares; 2025Q1: 842 shares; 2025Q2: 824 shares; 2025Q3: 734 shares; 2025Q4: 721 shares; 2026Q1: 506 shares 506 $278K 0.01% -215 Timeline BGLD 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: 20,853 shares; 2026Q1: 16,139 shares 16,139 $277K 0.01% -4,714 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,709 shares; 2026Q1: 3,437 shares 3,437 $275K 0.01% -1,272 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,506 shares; 2026Q1: 15,506 shares 15,506 $275K 0.01% 0 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,136 shares; 2026Q1: 6,915 shares 6,915 $275K 0.01% -221 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,667 shares; 2024Q4: 2,304 shares; 2025Q1: not reported; 2025Q2: 1,673 shares; 2025Q3: 1,678 shares; 2025Q4: 2,071 shares; 2026Q1: 2,576 shares 2,576 $272K 0.01% +505 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: 1,121 shares; 2024Q4: 1,168 shares; 2025Q1: 1,093 shares; 2025Q2: 1,046 shares; 2025Q3: 1,144 shares; 2025Q4: 864 shares; 2026Q1: 856 shares 856 $272K 0.01% -8 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES 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: 374 shares 374 $272K 0.01% new Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,495 shares; 2024Q4: 3,545 shares; 2025Q1: 3,545 shares; 2025Q2: 3,495 shares; 2025Q3: 3,629 shares; 2025Q4: 3,782 shares; 2026Q1: 959 shares 959 $272K 0.01% -2,823 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,074 shares; 2024Q4: 2,074 shares; 2025Q1: 2,077 shares; 2025Q2: 2,077 shares; 2025Q3: 1,191 shares; 2025Q4: 1,143 shares; 2026Q1: 1,176 shares 1,176 $271K 0.01% +33 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,270 shares; 2026Q1: 1,500 shares 1,500 $270K 0.01% +230 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,900 shares 2,900 $270K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,083 shares; 2026Q1: 1,403 shares 1,403 $269K 0.01% +320 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,947 shares 4,947 $268K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,140 shares 2,140 $268K 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: not reported; 2024Q4: not reported; 2025Q1: 3,665 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,784 shares 3,784 $266K 0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 425 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 494 shares; 2025Q4: 494 shares; 2026Q1: 449 shares 449 $264K 0.01% -45 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,657 shares; 2024Q4: 4,786 shares; 2025Q1: 4,481 shares; 2025Q2: 2,658 shares; 2025Q3: 51,309 shares; 2025Q4: 61,609 shares; 2026Q1: 3,362 shares 3,362 $264K 0.01% -58,247 Timeline AOA ISHARES 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: 2,501 shares; 2026Q1: 2,976 shares 2,976 $263K 0.01% +475 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,370 shares 5,370 $263K 0.01% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,252 shares; 2026Q1: 4,125 shares 4,125 $258K 0.01% -127 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,548 shares 2,548 $253K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,146 shares; 2024Q4: 1,330 shares; 2025Q1: 1,272 shares; 2025Q2: 1,146 shares; 2025Q3: 1,454 shares; 2025Q4: 2,471 shares; 2026Q1: 1,298 shares 1,298 $252K 0.01% -1,173 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,616 shares; 2024Q4: 9,568 shares; 2025Q1: 9,220 shares; 2025Q2: 6,455 shares; 2025Q3: 7,088 shares; 2025Q4: 7,549 shares; 2026Q1: 8,757 shares 8,757 $251K 0.01% +1,208 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,268 shares; 2024Q4: 3,775 shares; 2025Q1: 3,775 shares; 2025Q2: 3,775 shares; 2025Q3: 3,810 shares; 2025Q4: 3,810 shares; 2026Q1: 3,775 shares 3,775 $250K 0.01% -35 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,416 shares; 2024Q4: 1,455 shares; 2025Q1: 1,416 shares; 2025Q2: 1,416 shares; 2025Q3: 1,868 shares; 2025Q4: 1,847 shares; 2026Q1: 1,017 shares 1,017 $248K 0.01% -830 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: 5,900 shares; 2024Q4: 15,027 shares; 2025Q1: 15,213 shares; 2025Q2: 14,681 shares; 2025Q3: 9,029 shares; 2025Q4: 9,053 shares; 2026Q1: 7,992 shares 7,992 $247K 0.01% -1,061 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 722 shares; 2026Q1: 718 shares 718 $246K 0.01% -4 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: not reported; 2024Q4: 2,509 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,864 shares; 2025Q4: 2,864 shares; 2026Q1: 2,956 shares 2,956 $244K 0.01% +92 Timeline TJUL 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: not reported; 2025Q4: 8,200 shares; 2026Q1: 8,200 shares 8,200 $241K 0.01% 0 Timeline TTE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,621 shares 2,621 $238K 0.01% new Timeline MISL 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: 5,301 shares 5,301 $237K 0.01% new Timeline GAPR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,850 shares; 2026Q1: 5,850 shares 5,850 $237K 0.01% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,582 shares 1,582 $232K 0.01% new Timeline FNCL 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: 3,274 shares; 2025Q1: 3,100 shares; 2025Q2: 3,112 shares; 2025Q3: 3,123 shares; 2025Q4: 3,134 shares; 2026Q1: 3,295 shares 3,295 $231K 0.01% +161 Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED 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: 2,584 shares; 2026Q1: 2,660 shares 2,660 $229K 0.01% +76 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY 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: 8,298 shares 8,298 $228K 0.01% new Timeline GDLC GRAYSCALE COINDESK CRYPTO More: the full row for GRAYSCALE COINDESK CRYPTO 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: 7,274 shares 7,274 $227K 0.01% new 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: 2,577 shares; 2025Q1: 2,578 shares; 2025Q2: 2,570 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,753 shares 2,753 $226K 0.01% new Timeline PRFZ 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: 4,973 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,914 shares 4,914 $225K 0.01% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,064 shares; 2024Q4: 2,707 shares; 2025Q1: 2,689 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,359 shares 2,359 $223K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,364 shares 5,364 $220K 0.01% new 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: not reported; 2024Q4: 2,693 shares; 2025Q1: 2,302 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,394 shares; 2026Q1: 2,302 shares 2,302 $219K 0.01% -92 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,628 shares; 2026Q1: 4,628 shares 4,628 $218K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,810 shares; 2024Q4: 3,392 shares; 2025Q1: 3,281 shares; 2025Q2: 3,274 shares; 2025Q3: 3,884 shares; 2025Q4: 3,259 shares; 2026Q1: 2,653 shares 2,653 $217K 0.01% -606 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,178 shares 3,178 $217K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,084 shares; 2026Q1: 3,084 shares 3,084 $216K 0.01% 0 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,663 shares 6,663 $215K 0.01% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,199 shares; 2025Q4: 1,127 shares; 2026Q1: 1,233 shares 1,233 $214K 0.01% +106 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 63 shares 63 $213K 0.01% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,050 shares; 2024Q4: 2,050 shares; 2025Q1: 2,050 shares; 2025Q2: 2,050 shares; 2025Q3: 2,050 shares; 2025Q4: 2,050 shares; 2026Q1: 2,103 shares 2,103 $211K 0.01% +53 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: not reported; 2025Q4: not reported; 2026Q1: 634 shares 634 $208K 0.01% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,827 shares 4,827 $208K 0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,369 shares; 2025Q1: 2,372 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,294 shares 2,294 $207K 0.01% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION 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: 1,580 shares 1,580 $207K 0.01% new Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,622 shares 4,622 $206K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,466 shares; 2025Q4: 1,450 shares; 2026Q1: 1,235 shares 1,235 $203K 0.01% -215 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 868 shares 868 $203K 0.01% new Timeline TPHD 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: not reported; 2025Q4: not reported; 2026Q1: 4,890 shares 4,890 $202K 0.01% new Timeline THRV THRIVE SERIES TRUST More: the full row for THRIVE 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: 8,250 shares; 2026Q1: 8,250 shares 8,250 $202K 0.01% 0 Timeline JEMA 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: not reported; 2025Q4: not reported; 2026Q1: 3,868 shares 3,868 $201K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN 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: 3,416 shares 3,416 $201K 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,692 shares; 2024Q4: 15,692 shares; 2025Q1: 15,692 shares; 2025Q2: 15,692 shares; 2025Q3: 15,692 shares; 2025Q4: not reported; 2026Q1: 27,902 shares 27,902 $196K 0.01% new Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL 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: 10,372 shares 10,372 $115K <0.01% new Timeline TGB TASEKO MINES LTD More: the full row for TASEKO MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,643 shares; 2025Q1: 15,643 shares; 2025Q2: 15,643 shares; 2025Q3: not reported; 2025Q4: 15,643 shares; 2026Q1: 15,643 shares 15,643 $101K <0.01% 0 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $99.4K <0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,802 shares 11,802 $60.2K <0.01% new Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD 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: 15,000 shares; 2026Q1: 15,000 shares 15,000 $31.9K <0.01% 0 Timeline CDLX CARDLYTICS INC More: the full row for CARDLYTICS 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: 18,205 shares 18,205 $19.1K <0.01% new Timeline XOSWW XOS INC More: the full row for XOS 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: 73,573 shares 73,573 $250 <0.01% new Timeline