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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,823,123 shares; 2026Q1: 2,760,523 shares 2,760,523 $80.4M 8.94% -62,600 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,174,349 shares; 2026Q1: 1,166,954 shares 1,166,954 $67.9M 7.54% -7,395 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 loaded; 2024Q4: 2,721,792 shares; 2025Q1: 2,145,249 shares; 2025Q2: 3,308,478 shares; 2025Q3: 3,261,672 shares; 2025Q4: 3,432,739 shares; 2026Q1: 2,426,744 shares 2,426,744 $60.1M 6.67% -1,005,995 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 823,773 shares; 2025Q1: 414,318 shares; 2025Q2: 547,970 shares; 2025Q3: 499,646 shares; 2025Q4: 519,901 shares; 2026Q1: 797,554 shares 797,554 $53.9M 5.99% +277,653 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: not loaded; 2024Q4: 245,983 shares; 2025Q1: 224,772 shares; 2025Q2: 239,132 shares; 2025Q3: 235,916 shares; 2025Q4: 74,908 shares; 2026Q1: 72,335 shares 72,335 $47.2M 5.25% -2,573 Timeline JMTG 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 537,942 shares; 2026Q1: 731,209 shares 731,209 $37.3M 4.14% +193,267 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,196,929 shares; 2025Q1: 1,579,857 shares; 2025Q2: 1,062,939 shares; 2025Q3: 715,442 shares; 2025Q4: 1,346,965 shares; 2026Q1: 862,284 shares 862,284 $33.6M 3.74% -484,681 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: not loaded; 2024Q4: 1,535,845 shares; 2025Q1: 1,657,285 shares; 2025Q2: 1,100,512 shares; 2025Q3: 1,206,567 shares; 2025Q4: 1,200,388 shares; 2026Q1: 1,447,241 shares 1,447,241 $33.2M 3.68% +246,853 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: not loaded; 2024Q4: 991,674 shares; 2025Q1: 636,261 shares; 2025Q2: 984,214 shares; 2025Q3: 1,049,706 shares; 2025Q4: 984,839 shares; 2026Q1: 640,166 shares 640,166 $30M 3.34% -344,673 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: not loaded; 2024Q4: 208,822 shares; 2025Q1: 238,000 shares; 2025Q2: 167,739 shares; 2025Q3: 250,968 shares; 2025Q4: 62,886 shares; 2026Q1: 64,812 shares 64,812 $28.3M 3.15% +1,926 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 391,487 shares; 2025Q1: 204,721 shares; 2025Q2: 274,184 shares; 2025Q3: 238,790 shares; 2025Q4: 345,837 shares; 2026Q1: 626,136 shares 626,136 $28.1M 3.12% +280,299 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 531,701 shares; 2025Q1: 390,960 shares; 2025Q2: 246,266 shares; 2025Q3: 261,254 shares; 2025Q4: 291,064 shares; 2026Q1: 377,904 shares 377,904 $27.8M 3.09% +86,840 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 loaded; 2024Q4: 2,254,263 shares; 2025Q1: 1,582,382 shares; 2025Q2: 3,490,978 shares; 2025Q3: 1,897,388 shares; 2025Q4: 1,966,144 shares; 2026Q1: 819,334 shares 819,334 $22.8M 2.54% -1,146,810 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 311,658 shares 311,658 $19.1M 2.12% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 705,150 shares; 2025Q2: 747,841 shares; 2025Q3: 837,432 shares; 2025Q4: 670,156 shares; 2026Q1: 693,961 shares 693,961 $18.9M 2.1% +23,805 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 571,076 shares; 2026Q1: 733,431 shares 733,431 $18.8M 2.09% +162,355 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 4,438 shares; 2025Q2: 230,328 shares; 2025Q3: 262,857 shares; 2025Q4: not reported; 2026Q1: 357,576 shares 357,576 $16.6M 1.85% new Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,902 shares; 2025Q1: 3,239 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 178,188 shares; 2026Q1: 251,203 shares 251,203 $16.5M 1.83% +73,015 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 85,914 shares 85,914 $16.5M 1.83% 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 loaded; 2024Q4: 80,241 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200,243 shares 200,243 $16.4M 1.82% new Timeline ICVT ISHARES 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 loaded; 2024Q4: 32,691 shares; 2025Q1: 198,516 shares; 2025Q2: 123,186 shares; 2025Q3: 137,357 shares; 2025Q4: 118,571 shares; 2026Q1: 161,206 shares 161,206 $16.4M 1.82% +42,635 Timeline JMUB 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 loaded; 2024Q4: 388,265 shares; 2025Q1: 386,515 shares; 2025Q2: 296,594 shares; 2025Q3: 262,211 shares; 2025Q4: 267,185 shares; 2026Q1: 323,783 shares 323,783 $16.2M 1.8% +56,598 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 132,339 shares 132,339 $12.3M 1.36% new Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 297,177 shares; 2025Q1: 275,079 shares; 2025Q2: 171,004 shares; 2025Q3: 202,155 shares; 2025Q4: 185,241 shares; 2026Q1: 270,984 shares 270,984 $12.2M 1.36% +85,743 Timeline FLXR TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 316,303 shares; 2025Q2: 337,141 shares; 2025Q3: 394,823 shares; 2025Q4: 279,374 shares; 2026Q1: 295,697 shares 295,697 $11.6M 1.29% +16,323 Timeline SIHY HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 466,081 shares; 2025Q2: 333,541 shares; 2025Q3: 361,190 shares; 2025Q4: 158,985 shares; 2026Q1: 258,668 shares 258,668 $11.6M 1.29% +99,683 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 209,508 shares; 2026Q1: 221,223 shares 221,223 $11.2M 1.24% +11,715 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: not loaded; 2024Q4: 60,464 shares; 2025Q1: 80,480 shares; 2025Q2: 99,699 shares; 2025Q3: 97,487 shares; 2025Q4: 99,977 shares; 2026Q1: 55,016 shares 55,016 $10.8M 1.2% -44,961 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 61,360 shares; 2025Q1: 75,095 shares; 2025Q2: 88,489 shares; 2025Q3: 105,778 shares; 2025Q4: 133,141 shares; 2026Q1: 147,219 shares 147,219 $7.29M 0.81% +14,078 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 loaded; 2024Q4: 47,254 shares; 2025Q1: 44,489 shares; 2025Q2: 50,034 shares; 2025Q3: 50,769 shares; 2025Q4: 51,319 shares; 2026Q1: 65,349 shares 65,349 $7.22M 0.8% +14,030 Timeline FLCC FEDERATED HERMES ETF TRUST More: the full row for FEDERATED HERMES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 391,355 shares; 2025Q4: 406,416 shares; 2026Q1: 199,548 shares 199,548 $6.16M 0.68% -206,868 Timeline YLD PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 209,376 shares; 2025Q2: 229,537 shares; 2025Q3: 267,765 shares; 2025Q4: 280,193 shares; 2026Q1: 297,854 shares 297,854 $5.65M 0.63% +17,661 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 419,617 shares; 2025Q2: 317,478 shares; 2025Q3: 244,137 shares; 2025Q4: 217,015 shares; 2026Q1: 215,524 shares 215,524 $5.34M 0.59% -1,491 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,723 shares; 2025Q3: 95,009 shares; 2025Q4: 329,539 shares; 2026Q1: 103,537 shares 103,537 $5.18M 0.58% -226,002 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: not loaded; 2024Q4: 17,912 shares; 2025Q1: 18,377 shares; 2025Q2: 19,082 shares; 2025Q3: 19,577 shares; 2025Q4: 19,397 shares; 2026Q1: 19,692 shares 19,692 $5M 0.56% +295 Timeline AOR ISHARES 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 loaded; 2024Q4: 76,865 shares; 2025Q1: 73,894 shares; 2025Q2: 68,995 shares; 2025Q3: 69,392 shares; 2025Q4: 61,583 shares; 2026Q1: 61,347 shares 61,347 $3.95M 0.44% -236 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,718 shares 39,718 $3.63M 0.4% new Timeline EWU ISHARES 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 loaded; 2024Q4: 83,015 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,130 shares; 2026Q1: 78,104 shares 78,104 $3.56M 0.4% -3,026 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,339 shares 51,339 $3.52M 0.39% new 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 34,574 shares 34,574 $3.48M 0.39% new Timeline CGHM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,025 shares; 2025Q4: 75,965 shares; 2026Q1: 132,852 shares 132,852 $3.36M 0.37% +56,887 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 loaded; 2024Q4: 67,774 shares; 2025Q1: 73,068 shares; 2025Q2: 90,242 shares; 2025Q3: 99,978 shares; 2025Q4: 98,456 shares; 2026Q1: 83,412 shares 83,412 $2.56M 0.28% -15,044 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: not loaded; 2024Q4: 11,237 shares; 2025Q1: 15,009 shares; 2025Q2: 15,211 shares; 2025Q3: 14,674 shares; 2025Q4: 13,501 shares; 2026Q1: 14,141 shares 14,141 $2.47M 0.27% +640 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,766 shares; 2025Q1: 5,780 shares; 2025Q2: 5,762 shares; 2025Q3: 5,645 shares; 2025Q4: 5,592 shares; 2026Q1: 5,496 shares 5,496 $2.44M 0.27% -96 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,023 shares; 2025Q3: 26,805 shares; 2025Q4: 32,725 shares; 2026Q1: 41,301 shares 41,301 $2.05M 0.23% +8,576 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,651 shares; 2025Q1: 4,571 shares; 2025Q2: 4,781 shares; 2025Q3: 4,954 shares; 2025Q4: 4,957 shares; 2026Q1: 5,059 shares 5,059 $1.88M 0.21% +102 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,358 shares; 2025Q3: 28,133 shares; 2025Q4: 34,086 shares; 2026Q1: 38,009 shares 38,009 $1.88M 0.21% +3,923 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,353 shares; 2025Q1: 12,550 shares; 2025Q2: 14,080 shares; 2025Q3: 13,276 shares; 2025Q4: 13,018 shares; 2026Q1: 13,149 shares 13,149 $1.86M 0.21% +131 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 7,526 shares; 2025Q2: 16,175 shares; 2025Q3: 22,674 shares; 2025Q4: 27,464 shares; 2026Q1: 41,963 shares 41,963 $1.79M 0.2% +14,499 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,313 shares; 2025Q1: 13,568 shares; 2025Q2: 13,226 shares; 2025Q3: 13,357 shares; 2025Q4: 13,066 shares; 2026Q1: 12,007 shares 12,007 $1.71M 0.19% -1,059 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: not loaded; 2024Q4: 7,220 shares; 2025Q1: 7,240 shares; 2025Q2: 7,197 shares; 2025Q3: 7,123 shares; 2025Q4: 6,958 shares; 2026Q1: 7,311 shares 7,311 $1.52M 0.17% +353 Timeline DDFJ 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 79,982 shares 79,982 $1.5M 0.17% new 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: not loaded; 2024Q4: 5,041 shares; 2025Q1: 4,856 shares; 2025Q2: 5,241 shares; 2025Q3: 5,429 shares; 2025Q4: 4,986 shares; 2026Q1: 5,206 shares 5,206 $1.5M 0.17% +220 Timeline EVSM MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,488 shares; 2026Q1: 28,783 shares 28,783 $1.44M 0.16% -705 Timeline QDPL 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 loaded; 2024Q4: 8,882 shares; 2025Q1: 18,286 shares; 2025Q2: 15,684 shares; 2025Q3: 24,312 shares; 2025Q4: 30,124 shares; 2026Q1: 35,145 shares 35,145 $1.41M 0.16% +5,021 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: not loaded; 2024Q4: 1,796 shares; 2025Q1: 1,777 shares; 2025Q2: 2,290 shares; 2025Q3: 2,947 shares; 2025Q4: 3,119 shares; 2026Q1: 3,728 shares 3,728 $1.38M 0.15% +609 Timeline AOM ISHARES 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 loaded; 2024Q4: 35,029 shares; 2025Q1: 31,536 shares; 2025Q2: 28,606 shares; 2025Q3: 27,295 shares; 2025Q4: 26,127 shares; 2026Q1: 26,110 shares 26,110 $1.24M 0.14% -17 Timeline AOK ISHARES 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 loaded; 2024Q4: 38,503 shares; 2025Q1: 37,469 shares; 2025Q2: 36,393 shares; 2025Q3: 33,863 shares; 2025Q4: 31,382 shares; 2026Q1: 30,427 shares 30,427 $1.21M 0.13% -955 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 loaded; 2024Q4: 13,908 shares; 2025Q1: 13,599 shares; 2025Q2: 13,599 shares; 2025Q3: 12,223 shares; 2025Q4: 12,478 shares; 2026Q1: 12,647 shares 12,647 $1.12M 0.12% +169 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 loaded; 2024Q4: 16,644 shares; 2025Q1: 16,288 shares; 2025Q2: 17,992 shares; 2025Q3: 17,780 shares; 2025Q4: 17,507 shares; 2026Q1: 17,556 shares 17,556 $1.1M 0.12% +49 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,249 shares; 2025Q1: 11,081 shares; 2025Q2: 11,544 shares; 2025Q3: 10,314 shares; 2025Q4: 10,660 shares; 2026Q1: 12,005 shares 12,005 $1.09M 0.12% +1,345 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,703 shares; 2025Q3: 10,252 shares; 2025Q4: 12,410 shares; 2026Q1: 15,959 shares 15,959 $998K 0.11% +3,549 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 46,144 shares; 2025Q1: 44,248 shares; 2025Q2: 40,782 shares; 2025Q3: 39,847 shares; 2025Q4: 38,679 shares; 2026Q1: 39,079 shares 39,079 $981K 0.11% +400 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: not loaded; 2024Q4: 3,563 shares; 2025Q1: 3,528 shares; 2025Q2: 3,762 shares; 2025Q3: 4,051 shares; 2025Q4: 3,498 shares; 2026Q1: 3,416 shares 3,416 $924K 0.1% -82 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,859 shares; 2025Q1: 7,456 shares; 2025Q2: 7,595 shares; 2025Q3: 6,773 shares; 2025Q4: 7,875 shares; 2026Q1: 9,221 shares 9,221 $882K 0.1% +1,346 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: not loaded; 2024Q4: 1,276 shares; 2025Q1: 1,152 shares; 2025Q2: 1,142 shares; 2025Q3: 1,177 shares; 2025Q4: 1,192 shares; 2026Q1: 1,208 shares 1,208 $856K 0.1% +16 Timeline DEM 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,697 shares; 2025Q3: 12,478 shares; 2025Q4: 15,400 shares; 2026Q1: 16,128 shares 16,128 $801K 0.09% +728 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: not loaded; 2024Q4: 2,479 shares; 2025Q1: 2,484 shares; 2025Q2: 2,484 shares; 2025Q3: 2,487 shares; 2025Q4: 2,493 shares; 2026Q1: 2,497 shares 2,497 $801K 0.09% +4 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: not loaded; 2024Q4: 4,817 shares; 2025Q1: 4,327 shares; 2025Q2: 4,025 shares; 2025Q3: 4,040 shares; 2025Q4: 3,937 shares; 2026Q1: 3,633 shares 3,633 $781K 0.09% -304 Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 21,613 shares 21,613 $697K 0.08% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,364 shares; 2025Q1: 10,264 shares; 2025Q2: 6,411 shares; 2025Q3: 5,845 shares; 2025Q4: 5,521 shares; 2026Q1: 13,855 shares 13,855 $659K 0.07% +8,334 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,975 shares; 2025Q1: 4,956 shares; 2025Q2: 5,020 shares; 2025Q3: 5,422 shares; 2025Q4: 5,320 shares; 2026Q1: 5,344 shares 5,344 $648K 0.07% +24 Timeline JPLD 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 loaded; 2024Q4: 162,210 shares; 2025Q1: 6,982 shares; 2025Q2: 5,902 shares; 2025Q3: 5,535 shares; 2025Q4: 10,013 shares; 2026Q1: 11,809 shares 11,809 $616K 0.07% +1,796 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,938 shares; 2025Q4: 12,901 shares; 2026Q1: 13,035 shares 13,035 $605K 0.07% +134 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,247 shares; 2025Q3: 5,654 shares; 2025Q4: 5,752 shares; 2026Q1: 12,401 shares 12,401 $605K 0.07% +6,649 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,861 shares; 2025Q1: 19,042 shares; 2025Q2: 23,056 shares; 2025Q3: 20,821 shares; 2025Q4: 19,656 shares; 2026Q1: 13,222 shares 13,222 $602K 0.07% -6,434 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 loaded; 2024Q4: 8,473 shares; 2025Q1: 8,523 shares; 2025Q2: 8,681 shares; 2025Q3: 7,332 shares; 2025Q4: 7,562 shares; 2026Q1: 7,424 shares 7,424 $591K 0.07% -138 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,904 shares; 2025Q1: 4,862 shares; 2025Q2: 4,187 shares; 2025Q3: 4,264 shares; 2025Q4: 4,138 shares; 2026Q1: 4,030 shares 4,030 $585K 0.07% -108 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,597 shares; 2025Q1: 3,575 shares; 2025Q2: 3,596 shares; 2025Q3: 3,653 shares; 2025Q4: 4,774 shares; 2026Q1: 5,853 shares 5,853 $572K 0.06% +1,079 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 loaded; 2024Q4: 1,715 shares; 2025Q1: 1,732 shares; 2025Q2: 1,808 shares; 2025Q3: 1,869 shares; 2025Q4: 1,851 shares; 2026Q1: 1,915 shares 1,915 $543K 0.06% +64 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 997 shares; 2025Q3: 1,298 shares; 2025Q4: 1,303 shares; 2026Q1: 1,714 shares 1,714 $530K 0.06% +411 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 loaded; 2024Q4: 71,477 shares; 2025Q1: 6,366 shares; 2025Q2: 5,848 shares; 2025Q3: 6,622 shares; 2025Q4: 5,659 shares; 2026Q1: 5,114 shares 5,114 $508K 0.06% -545 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: not loaded; 2024Q4: 922 shares; 2025Q1: 907 shares; 2025Q2: 966 shares; 2025Q3: 891 shares; 2025Q4: 844 shares; 2026Q1: 845 shares 845 $488K 0.05% +1 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 loaded; 2024Q4: 1,016 shares; 2025Q1: 1,010 shares; 2025Q2: 1,015 shares; 2025Q3: 1,013 shares; 2025Q4: 1,042 shares; 2026Q1: 1,049 shares 1,049 $484K 0.05% +7 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,336 shares; 2025Q1: 5,013 shares; 2025Q2: 4,989 shares; 2025Q3: 4,971 shares; 2025Q4: 4,551 shares; 2026Q1: 4,378 shares 4,378 $480K 0.05% -173 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: not loaded; 2024Q4: 1,437 shares; 2025Q1: 1,468 shares; 2025Q2: 1,543 shares; 2025Q3: 1,651 shares; 2025Q4: 1,525 shares; 2026Q1: 1,590 shares 1,590 $468K 0.05% +65 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: not loaded; 2024Q4: 5,202 shares; 2025Q1: 4,057 shares; 2025Q2: 4,046 shares; 2025Q3: 3,859 shares; 2025Q4: 3,798 shares; 2026Q1: 3,687 shares 3,687 $458K 0.05% -111 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,699 shares; 2025Q4: 10,725 shares; 2026Q1: 12,337 shares 12,337 $443K 0.05% +1,612 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 540 shares; 2025Q4: 605 shares; 2026Q1: 772 shares 772 $442K 0.05% +167 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 441 shares; 2025Q3: 455 shares; 2025Q4: 462 shares; 2026Q1: 476 shares 476 $416K 0.05% +14 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,204 shares; 2025Q3: 2,194 shares; 2025Q4: 2,606 shares; 2026Q1: 2,391 shares 2,391 $406K 0.05% -215 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 loaded; 2024Q4: 31,957 shares; 2025Q1: 32,741 shares; 2025Q2: 33,628 shares; 2025Q3: 34,465 shares; 2025Q4: 35,443 shares; 2026Q1: 36,475 shares 36,475 $403K 0.04% +1,032 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 590 shares; 2025Q1: 592 shares; 2025Q2: 616 shares; 2025Q3: 588 shares; 2025Q4: 743 shares; 2026Q1: 599 shares 599 $390K 0.04% -144 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 loaded; 2024Q4: 4,273 shares; 2025Q1: 4,228 shares; 2025Q2: 4,239 shares; 2025Q3: 4,301 shares; 2025Q4: 4,341 shares; 2026Q1: 4,402 shares 4,402 $381K 0.04% +61 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,912 shares; 2025Q1: 10,194 shares; 2025Q2: 11,769 shares; 2025Q3: 11,623 shares; 2025Q4: 9,854 shares; 2026Q1: 8,184 shares 8,184 $372K 0.04% -1,670 Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 2,364 shares; 2025Q2: 2,364 shares; 2025Q3: 2,364 shares; 2025Q4: 2,364 shares; 2026Q1: 2,364 shares 2,364 $363K 0.04% 0 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: not loaded; 2024Q4: 1,304 shares; 2025Q1: 1,311 shares; 2025Q2: 1,332 shares; 2025Q3: 1,333 shares; 2025Q4: 1,253 shares; 2026Q1: 1,254 shares 1,254 $360K 0.04% +1 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: not loaded; 2024Q4: 1,688 shares; 2025Q1: 1,689 shares; 2025Q2: 1,616 shares; 2025Q3: 1,432 shares; 2025Q4: 1,294 shares; 2026Q1: 1,258 shares 1,258 $357K 0.04% -36 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,319 shares; 2025Q3: 1,481 shares; 2025Q4: 1,368 shares; 2026Q1: 1,438 shares 1,438 $352K 0.04% +70 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,362 shares; 2025Q3: 2,644 shares; 2025Q4: 2,566 shares; 2026Q1: 2,674 shares 2,674 $332K 0.04% +108 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: not loaded; 2024Q4: 6,118 shares; 2025Q1: 5,754 shares; 2025Q2: 5,377 shares; 2025Q3: 5,815 shares; 2025Q4: 5,139 shares; 2026Q1: 5,144 shares 5,144 $330K 0.04% +5 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 302 shares; 2025Q4: 325 shares; 2026Q1: 349 shares 349 $321K 0.04% +24 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 535,618 shares; 2025Q1: 14,924 shares; 2025Q2: 10,835 shares; 2025Q3: 11,706 shares; 2025Q4: 12,246 shares; 2026Q1: 13,175 shares 13,175 $307K 0.03% +929 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,532 shares 3,532 $306K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 275 shares; 2025Q4: 301 shares; 2026Q1: 328 shares 328 $284K 0.03% +27 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: not loaded; 2024Q4: 5,092 shares; 2025Q1: 4,596 shares; 2025Q2: 5,791 shares; 2025Q3: 4,025 shares; 2025Q4: 3,764 shares; 2026Q1: 2,601 shares 2,601 $276K 0.03% -1,163 Timeline PBDE PGIM ROCK ETF TR More: the full row for PGIM ROCK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 9,395 shares; 2025Q2: 9,395 shares; 2025Q3: 9,395 shares; 2025Q4: 9,395 shares; 2026Q1: 9,395 shares 9,395 $273K 0.03% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,632 shares; 2025Q3: 1,712 shares; 2025Q4: 1,611 shares; 2026Q1: 1,682 shares 1,682 $269K 0.03% +71 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,917 shares; 2025Q1: 3,382 shares; 2025Q2: 3,410 shares; 2025Q3: 3,455 shares; 2025Q4: 3,367 shares; 2026Q1: 3,376 shares 3,376 $268K 0.03% +9 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,234 shares 1,234 $255K 0.03% new 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: not loaded; 2024Q4: 709 shares; 2025Q1: not reported; 2025Q2: 758 shares; 2025Q3: 791 shares; 2025Q4: 826 shares; 2026Q1: 808 shares 808 $244K 0.03% -18 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 989 shares; 2025Q1: 978 shares; 2025Q2: 1,013 shares; 2025Q3: 961 shares; 2025Q4: not reported; 2026Q1: 1,024 shares 1,024 $231K 0.03% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 445 shares; 2025Q4: 460 shares; 2026Q1: 481 shares 481 $230K 0.03% +21 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,951 shares; 2025Q1: 3,102 shares; 2025Q2: 2,843 shares; 2025Q3: 2,478 shares; 2025Q4: 2,069 shares; 2026Q1: 2,447 shares 2,447 $226K 0.03% +378 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,960 shares; 2025Q1: not reported; 2025Q2: 5,640 shares; 2025Q3: 4,736 shares; 2025Q4: 6,792 shares; 2026Q1: 4,886 shares 4,886 $220K 0.02% -1,906 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 641 shares 641 $217K 0.02% new 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: not loaded; 2024Q4: 596 shares; 2025Q1: 607 shares; 2025Q2: 639 shares; 2025Q3: 656 shares; 2025Q4: 629 shares; 2026Q1: 647 shares 647 $213K 0.02% +18 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: not loaded; 2024Q4: 2,461 shares; 2025Q1: 2,291 shares; 2025Q2: 2,313 shares; 2025Q3: 2,336 shares; 2025Q4: 2,357 shares; 2026Q1: 2,382 shares 2,382 $211K 0.02% +25 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,232 shares 7,232 $210K 0.02% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 323 shares; 2025Q1: not reported; 2025Q2: 324 shares; 2025Q3: 294 shares; 2025Q4: 294 shares; 2026Q1: 295 shares 295 $206K 0.02% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,384 shares 1,384 $205K 0.02% new Timeline FTMH PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,883 shares; 2026Q1: 10,454 shares 10,454 $121K 0.01% -429 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,274 shares; 2025Q4: 10,668 shares; 2026Q1: 10,981 shares 10,981 $64.3K 0.01% +313 Timeline COCH ENVOY MEDICAL INC More: the full row for ENVOY MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,454 shares; 2025Q1: 10,454 shares; 2025Q2: 10,454 shares; 2025Q3: 10,454 shares; 2025Q4: 10,454 shares; 2026Q1: 10,454 shares 10,454 $6.95K <0.01% 0 Timeline