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: 857 shares; 2025Q4: 587,964 shares; 2026Q1: 613,454 shares 613,454 $154M 11.31% +25,490 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: 1,438 shares; 2024Q4: 1,446 shares; 2025Q1: 8,790 shares; 2025Q2: 8,725 shares; 2025Q3: 8,772 shares; 2025Q4: 242,835 shares; 2026Q1: 244,761 shares 244,761 $153M 11.22% +1,926 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: 380,577 shares; 2024Q4: 379,501 shares; 2025Q1: 378,612 shares; 2025Q2: 380,017 shares; 2025Q3: 378,714 shares; 2025Q4: 157,000 shares; 2026Q1: 148,419 shares 148,419 $90.6M 6.64% -8,581 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: 1,831,947 shares; 2024Q4: 2,043,828 shares; 2025Q1: 2,081,416 shares; 2025Q2: 2,101,350 shares; 2025Q3: 2,123,599 shares; 2025Q4: 2,144,055 shares; 2026Q1: 2,161,309 shares 2,161,309 $82.3M 6.04% +17,254 Timeline DGRW 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: 946,030 shares; 2024Q4: 881,975 shares; 2025Q1: 864,796 shares; 2025Q2: 866,443 shares; 2025Q3: 865,536 shares; 2025Q4: 872,577 shares; 2026Q1: 874,519 shares 874,519 $79.4M 5.82% +1,942 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: 363,428 shares; 2024Q4: 527,949 shares; 2025Q1: 545,128 shares; 2025Q2: 667,768 shares; 2025Q3: 697,156 shares; 2025Q4: 752,135 shares; 2026Q1: 772,082 shares 772,082 $76.8M 5.64% +19,947 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: 816,278 shares; 2024Q4: 2,932,743 shares; 2025Q1: 2,993,100 shares; 2025Q2: 3,046,323 shares; 2025Q3: 3,095,874 shares; 2025Q4: 2,536,062 shares; 2026Q1: 2,356,664 shares 2,356,664 $72.9M 5.35% -179,398 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: 280,259 shares; 2024Q4: 289,725 shares; 2025Q1: 290,399 shares; 2025Q2: 296,206 shares; 2025Q3: 295,765 shares; 2025Q4: 260,705 shares; 2026Q1: 260,954 shares 260,954 $68M 4.99% +249 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: 2,605,132 shares; 2024Q4: 8,165,768 shares; 2025Q1: 8,238,465 shares; 2025Q2: 8,275,927 shares; 2025Q3: 8,318,386 shares; 2025Q4: 2,552,924 shares; 2026Q1: 2,451,793 shares 2,451,793 $64.4M 4.72% -101,131 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 731,461 shares; 2025Q3: 768,113 shares; 2025Q4: 878,614 shares; 2026Q1: 912,812 shares 912,812 $43M 3.16% +34,198 Timeline FTCB FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,888,276 shares 1,888,276 $39.8M 2.92% new 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: 103,151 shares; 2024Q4: 111,719 shares; 2025Q1: 112,164 shares; 2025Q2: 112,549 shares; 2025Q3: 113,576 shares; 2025Q4: 116,365 shares; 2026Q1: 118,112 shares 118,112 $35.2M 2.58% +1,747 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: not reported; 2025Q3: not reported; 2025Q4: 50,823 shares; 2026Q1: 81,823 shares 81,823 $35.2M 2.58% +31,000 Timeline SCHI 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: 413,449 shares; 2024Q4: 1,080,234 shares; 2025Q1: 1,132,577 shares; 2025Q2: 1,268,234 shares; 2025Q3: 1,308,128 shares; 2025Q4: 1,427,118 shares; 2026Q1: 1,470,244 shares 1,470,244 $33.5M 2.46% +43,126 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: 412,280 shares; 2024Q4: 441,970 shares; 2025Q1: 452,811 shares; 2025Q2: 463,019 shares; 2025Q3: 474,016 shares; 2025Q4: 517,009 shares; 2026Q1: 529,383 shares 529,383 $30.6M 2.24% +12,374 Timeline XOCT 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: 785,338 shares; 2025Q3: 773,675 shares; 2025Q4: 768,733 shares; 2026Q1: 766,568 shares 766,568 $29.2M 2.14% -2,165 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: 127,523 shares; 2024Q4: 116,400 shares; 2025Q1: 116,897 shares; 2025Q2: 116,996 shares; 2025Q3: 116,660 shares; 2025Q4: 112,780 shares; 2026Q1: 116,425 shares 116,425 $27.2M 2% +3,645 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,119,616 shares; 2024Q4: 552,294 shares; 2025Q1: 514,736 shares; 2025Q2: 511,048 shares; 2025Q3: 506,976 shares; 2025Q4: 477,638 shares; 2026Q1: 473,778 shares 473,778 $22.7M 1.67% -3,860 Timeline HODL VANECK BITCOIN ETF More: the full row for VANECK 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: 686,899 shares; 2026Q1: 957,597 shares 957,597 $19.5M 1.43% +270,698 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: 131,760 shares; 2026Q1: 140,081 shares 140,081 $19.1M 1.4% +8,321 Timeline GOCT 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: 459,160 shares; 2025Q3: 449,730 shares; 2025Q4: 448,716 shares; 2026Q1: 449,616 shares 449,616 $17.8M 1.31% +900 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: 26,298 shares; 2024Q4: 25,289 shares; 2025Q1: 24,165 shares; 2025Q2: 24,088 shares; 2025Q3: 24,014 shares; 2025Q4: 23,794 shares; 2026Q1: 23,799 shares 23,799 $16.2M 1.19% +5 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: 32,114 shares; 2024Q4: 31,331 shares; 2025Q1: 30,414 shares; 2025Q2: 30,767 shares; 2025Q3: 30,268 shares; 2025Q4: 30,110 shares; 2026Q1: 29,959 shares 29,959 $10M 0.74% -151 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: 17,520 shares; 2024Q4: 17,147 shares; 2025Q1: 15,831 shares; 2025Q2: 15,589 shares; 2025Q3: 15,362 shares; 2025Q4: 15,224 shares; 2026Q1: 13,428 shares 13,428 $9.94M 0.73% -1,796 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: 109,163 shares; 2024Q4: 104,855 shares; 2025Q1: 104,644 shares; 2025Q2: 101,812 shares; 2025Q3: 100,603 shares; 2025Q4: 99,229 shares; 2026Q1: 99,725 shares 99,725 $7.35M 0.54% +496 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: 24,873 shares; 2024Q4: 24,651 shares; 2025Q1: 24,092 shares; 2025Q2: 23,956 shares; 2025Q3: 23,964 shares; 2025Q4: 47,363 shares; 2026Q1: 48,945 shares 48,945 $6.95M 0.51% +1,582 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: 11,842 shares; 2024Q4: 12,373 shares; 2025Q1: 13,271 shares; 2025Q2: 13,709 shares; 2025Q3: 13,872 shares; 2025Q4: 14,306 shares; 2026Q1: 14,285 shares 14,285 $5.33M 0.39% -21 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: 18,430 shares; 2024Q4: 18,047 shares; 2025Q1: 25,783 shares; 2025Q2: 29,092 shares; 2025Q3: 28,717 shares; 2025Q4: 31,960 shares; 2026Q1: 28,454 shares 28,454 $5.23M 0.38% -3,506 Timeline GMAR 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: 471,837 shares; 2024Q4: 135,597 shares; 2025Q1: 121,227 shares; 2025Q2: 119,425 shares; 2025Q3: 116,500 shares; 2025Q4: 114,499 shares; 2026Q1: 105,076 shares 105,076 $4.48M 0.33% -9,423 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: 8,735 shares; 2024Q4: 8,751 shares; 2025Q1: 8,770 shares; 2025Q2: 8,754 shares; 2025Q3: 8,734 shares; 2025Q4: 8,697 shares; 2026Q1: 8,588 shares 8,588 $4.17M 0.31% -109 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: 8,210 shares; 2024Q4: 9,209 shares; 2025Q1: 8,859 shares; 2025Q2: 9,397 shares; 2025Q3: 9,456 shares; 2025Q4: 9,909 shares; 2026Q1: 10,696 shares 10,696 $3.41M 0.25% +787 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: 13,696 shares; 2024Q4: 13,359 shares; 2025Q1: 12,630 shares; 2025Q2: 12,630 shares; 2025Q3: 12,621 shares; 2025Q4: 12,623 shares; 2026Q1: 12,623 shares 12,623 $3.31M 0.24% 0 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: 17,997 shares; 2024Q4: 17,305 shares; 2025Q1: 16,997 shares; 2025Q2: 16,850 shares; 2025Q3: 16,227 shares; 2025Q4: 16,099 shares; 2026Q1: 15,579 shares 15,579 $3.09M 0.23% -520 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: 17,033 shares; 2024Q4: 17,367 shares; 2025Q1: 17,615 shares; 2025Q2: 17,550 shares; 2025Q3: 17,541 shares; 2025Q4: 17,541 shares; 2026Q1: 17,542 shares 17,542 $2.68M 0.2% +1 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: 8,365 shares; 2024Q4: 8,422 shares; 2025Q1: 8,522 shares; 2025Q2: 8,696 shares; 2025Q3: 8,703 shares; 2025Q4: 8,740 shares; 2026Q1: 8,323 shares 8,323 $2.59M 0.19% -417 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: 2,548 shares; 2024Q4: 2,078 shares; 2025Q1: 2,008 shares; 2025Q2: 2,200 shares; 2025Q3: 2,123 shares; 2025Q4: 2,526 shares; 2026Q1: 6,231 shares 6,231 $2.21M 0.16% +3,705 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: 9,935 shares; 2024Q4: 10,750 shares; 2025Q1: 10,617 shares; 2025Q2: 10,882 shares; 2025Q3: 11,009 shares; 2025Q4: 11,387 shares; 2026Q1: 6,767 shares 6,767 $2.14M 0.16% -4,620 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: 25,713 shares; 2024Q4: 76,718 shares; 2025Q1: 77,816 shares; 2025Q2: 77,799 shares; 2025Q3: 77,734 shares; 2025Q4: 77,364 shares; 2026Q1: 77,969 shares 77,969 $2.09M 0.15% +605 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: 8,313 shares; 2024Q4: 6,876 shares; 2025Q1: 6,973 shares; 2025Q2: 7,126 shares; 2025Q3: 6,407 shares; 2025Q4: 4,676 shares; 2026Q1: 4,887 shares 4,887 $2.06M 0.15% +211 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,078 shares; 2024Q4: 7,486 shares; 2025Q1: 7,477 shares; 2025Q2: 7,452 shares; 2025Q3: 7,503 shares; 2025Q4: 7,489 shares; 2026Q1: 7,727 shares 7,727 $1.94M 0.14% +238 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: 6,770 shares; 2024Q4: 7,165 shares; 2025Q1: 7,569 shares; 2025Q2: 7,195 shares; 2025Q3: 7,249 shares; 2025Q4: 7,366 shares; 2026Q1: 7,666 shares 7,666 $1.85M 0.14% +300 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: 170,115 shares; 2024Q4: 331,734 shares; 2025Q1: 295,594 shares; 2025Q2: 293,419 shares; 2025Q3: 289,809 shares; 2025Q4: 285,831 shares; 2026Q1: 59,565 shares 59,565 $1.84M 0.13% -226,266 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: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares; 2025Q3: 12,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $1.78M 0.13% 0 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: 2,968 shares; 2024Q4: 3,057 shares; 2025Q1: 2,920 shares; 2025Q2: 3,213 shares; 2025Q3: 3,715 shares; 2025Q4: 4,156 shares; 2026Q1: 4,495 shares 4,495 $1.55M 0.11% +339 Timeline XDEC 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: 401,348 shares; 2024Q4: 710,865 shares; 2025Q1: 725,828 shares; 2025Q2: not reported; 2025Q3: 5,323 shares; 2025Q4: 15,501 shares; 2026Q1: 35,188 shares 35,188 $1.45M 0.11% +19,687 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: 42,882 shares; 2024Q4: 41,542 shares; 2025Q1: 41,199 shares; 2025Q2: 39,888 shares; 2025Q3: 38,592 shares; 2025Q4: 35,761 shares; 2026Q1: 35,389 shares 35,389 $1.41M 0.1% -372 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: 12,805 shares; 2024Q4: 38,415 shares; 2025Q1: 38,415 shares; 2025Q2: 38,610 shares; 2025Q3: 38,980 shares; 2025Q4: 38,980 shares; 2026Q1: 38,980 shares 38,980 $1.27M 0.09% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,026 shares; 2024Q4: 28,136 shares; 2025Q1: 27,956 shares; 2025Q2: 28,117 shares; 2025Q3: 28,267 shares; 2025Q4: 28,425 shares; 2026Q1: 23,915 shares 23,915 $1.26M 0.09% -4,510 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: 6,075 shares; 2024Q4: 6,182 shares; 2025Q1: 7,396 shares; 2025Q2: 7,588 shares; 2025Q3: 7,554 shares; 2025Q4: 7,455 shares; 2026Q1: 7,482 shares 7,482 $1.21M 0.09% +27 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,284 shares; 2024Q4: 28,284 shares; 2025Q1: 28,284 shares; 2025Q2: 28,284 shares; 2025Q3: 28,584 shares; 2025Q4: 21,277 shares; 2026Q1: 23,552 shares 23,552 $1.18M 0.09% +2,275 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: 2,330 shares; 2024Q4: 2,358 shares; 2025Q1: 2,345 shares; 2025Q2: 3,653 shares; 2025Q3: 3,624 shares; 2025Q4: 3,503 shares; 2026Q1: 3,676 shares 3,676 $1.14M 0.08% +173 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,115 shares; 2024Q4: 6,096 shares; 2025Q1: 6,108 shares; 2025Q2: 6,122 shares; 2025Q3: 6,134 shares; 2025Q4: 6,146 shares; 2026Q1: 6,158 shares 6,158 $1.14M 0.08% +12 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: 1,141 shares; 2024Q4: 1,107 shares; 2025Q1: 1,091 shares; 2025Q2: 1,092 shares; 2025Q3: 1,089 shares; 2025Q4: 1,123 shares; 2026Q1: 1,165 shares 1,165 $1.11M 0.08% +42 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: 210,617 shares; 2024Q4: 137,135 shares; 2025Q1: 140,556 shares; 2025Q2: 144,531 shares; 2025Q3: 146,957 shares; 2025Q4: 7,628 shares; 2026Q1: 7,452 shares 7,452 $1.11M 0.08% -176 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,134 shares; 2024Q4: 36,574 shares; 2025Q1: 28,276 shares; 2025Q2: 25,351 shares; 2025Q3: 24,405 shares; 2025Q4: 25,409 shares; 2026Q1: 22,239 shares 22,239 $1.11M 0.08% -3,170 Timeline GDEC 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: 11,558 shares; 2026Q1: 28,527 shares 28,527 $1.08M 0.08% +16,969 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: 811 shares; 2024Q4: 826 shares; 2025Q1: 797 shares; 2025Q2: 936 shares; 2025Q3: 936 shares; 2025Q4: 980 shares; 2026Q1: 1,298 shares 1,298 $1.02M 0.07% +318 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: 1,727 shares; 2024Q4: 1,390 shares; 2025Q1: 1,398 shares; 2025Q2: 1,397 shares; 2025Q3: 1,507 shares; 2025Q4: 1,459 shares; 2026Q1: 1,476 shares 1,476 $1.01M 0.07% +17 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: 1,101 shares; 2024Q4: 1,202 shares; 2025Q1: 1,189 shares; 2025Q2: 1,289 shares; 2025Q3: 1,327 shares; 2025Q4: 1,551 shares; 2026Q1: 1,602 shares 1,602 $1.01M 0.07% +51 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: 3,993 shares; 2024Q4: 4,003 shares; 2025Q1: 3,933 shares; 2025Q2: 5,375 shares; 2025Q3: 5,383 shares; 2025Q4: 4,830 shares; 2026Q1: 4,689 shares 4,689 $996K 0.07% -141 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: 4,086 shares; 2024Q4: 4,085 shares; 2025Q1: 3,813 shares; 2025Q2: 3,673 shares; 2025Q3: 3,782 shares; 2025Q4: 4,171 shares; 2026Q1: 4,148 shares 4,148 $982K 0.07% -23 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: 6,404 shares; 2024Q4: 6,660 shares; 2025Q1: 7,112 shares; 2025Q2: 7,529 shares; 2025Q3: 9,226 shares; 2025Q4: 9,494 shares; 2026Q1: 11,730 shares 11,730 $979K 0.07% +2,236 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,551 shares; 2024Q4: 1,978 shares; 2025Q1: 1,984 shares; 2025Q2: 2,761 shares; 2025Q3: 2,804 shares; 2025Q4: 2,647 shares; 2026Q1: 2,883 shares 2,883 $979K 0.07% +236 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: 10,430 shares; 2024Q4: 10,434 shares; 2025Q1: 10,436 shares; 2025Q2: 10,436 shares; 2025Q3: 10,435 shares; 2025Q4: 10,425 shares; 2026Q1: 10,425 shares 10,425 $967K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,661 shares; 2025Q1: 1,760 shares; 2025Q2: 2,361 shares; 2025Q3: 2,895 shares; 2025Q4: 2,913 shares; 2026Q1: 2,976 shares 2,976 $932K 0.07% +63 Timeline AAUA EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,822 shares 17,822 $915K 0.07% new 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: 41,402 shares; 2024Q4: 41,402 shares; 2025Q1: 41,402 shares; 2025Q2: 41,402 shares; 2025Q3: 41,402 shares; 2025Q4: 41,402 shares; 2026Q1: 41,402 shares 41,402 $790K 0.06% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,097 shares; 2024Q4: 1,106 shares; 2025Q1: 1,122 shares; 2025Q2: 1,117 shares; 2025Q3: 1,151 shares; 2025Q4: 1,123 shares; 2026Q1: 1,242 shares 1,242 $775K 0.06% +119 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: 4,040 shares; 2024Q4: 3,906 shares; 2025Q1: 3,528 shares; 2025Q2: 3,453 shares; 2025Q3: 4,523 shares; 2025Q4: 4,674 shares; 2026Q1: 4,970 shares 4,970 $771K 0.06% +296 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: 3,561 shares; 2024Q4: 3,561 shares; 2025Q1: 3,561 shares; 2025Q2: 3,561 shares; 2025Q3: 3,561 shares; 2025Q4: 3,561 shares; 2026Q1: 3,561 shares 3,561 $765K 0.06% 0 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: 6,514 shares; 2024Q4: 6,399 shares; 2025Q1: 5,779 shares; 2025Q2: 5,779 shares; 2025Q3: 5,712 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares 5,699 $745K 0.05% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,908 shares 14,908 $739K 0.05% new 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: 534 shares; 2025Q3: 697 shares; 2025Q4: 706 shares; 2026Q1: 763 shares 763 $739K 0.05% +57 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: 3,215 shares; 2024Q4: 3,228 shares; 2025Q1: 3,123 shares; 2025Q2: 3,127 shares; 2025Q3: 3,045 shares; 2025Q4: 3,072 shares; 2026Q1: 3,076 shares 3,076 $730K 0.05% +4 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: 7,157 shares; 2024Q4: 7,157 shares; 2025Q1: 7,157 shares; 2025Q2: 7,157 shares; 2025Q3: 7,193 shares; 2025Q4: 7,193 shares; 2026Q1: 7,193 shares 7,193 $675K 0.05% 0 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: 5,263 shares; 2024Q4: 6,259 shares; 2025Q1: 6,037 shares; 2025Q2: 6,119 shares; 2025Q3: 6,407 shares; 2025Q4: 6,513 shares; 2026Q1: 7,013 shares 7,013 $663K 0.05% +500 Timeline XAUG 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: 16,694 shares; 2025Q3: 17,563 shares; 2025Q4: 17,358 shares; 2026Q1: 17,327 shares 17,327 $656K 0.05% -31 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: 6,901 shares; 2024Q4: 6,742 shares; 2025Q1: 7,458 shares; 2025Q2: 7,433 shares; 2025Q3: 7,534 shares; 2025Q4: 7,592 shares; 2026Q1: 7,576 shares 7,576 $652K 0.05% -16 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: 8,228 shares; 2024Q4: 8,228 shares; 2025Q1: 8,263 shares; 2025Q2: 8,228 shares; 2025Q3: 8,228 shares; 2025Q4: 8,228 shares; 2026Q1: 8,228 shares 8,228 $650K 0.05% 0 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: 1,605 shares; 2024Q4: 1,891 shares; 2025Q1: 1,930 shares; 2025Q2: 2,052 shares; 2025Q3: 2,079 shares; 2025Q4: 2,001 shares; 2026Q1: 2,107 shares 2,107 $649K 0.05% +106 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: 1,738 shares; 2024Q4: 1,745 shares; 2025Q1: 1,765 shares; 2025Q2: 1,694 shares; 2025Q3: 1,766 shares; 2025Q4: 1,762 shares; 2026Q1: 1,825 shares 1,825 $649K 0.05% +63 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: 13,265 shares; 2024Q4: 13,161 shares; 2025Q1: 12,194 shares; 2025Q2: 13,724 shares; 2025Q3: 13,589 shares; 2025Q4: 12,847 shares; 2026Q1: 13,518 shares 13,518 $646K 0.05% +671 Timeline IGM 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: 5,070 shares; 2024Q4: 5,070 shares; 2025Q1: 5,070 shares; 2025Q2: 5,070 shares; 2025Q3: 5,070 shares; 2025Q4: 5,070 shares; 2026Q1: 5,070 shares 5,070 $645K 0.05% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,011 shares; 2024Q4: 4,199 shares; 2025Q1: 4,046 shares; 2025Q2: 4,046 shares; 2025Q3: 4,041 shares; 2025Q4: 4,041 shares; 2026Q1: 2,978 shares 2,978 $604K 0.04% -1,063 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,010 shares; 2024Q4: 5,106 shares; 2025Q1: 5,216 shares; 2025Q2: 5,151 shares; 2025Q3: 5,145 shares; 2025Q4: 2,798 shares; 2026Q1: 4,662 shares 4,662 $602K 0.04% +1,864 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,568 shares; 2025Q4: 10,568 shares; 2026Q1: 10,568 shares 10,568 $596K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,697 shares; 2024Q4: 3,781 shares; 2025Q1: 3,600 shares; 2025Q2: 3,564 shares; 2025Q3: 3,388 shares; 2025Q4: 3,327 shares; 2026Q1: 3,933 shares 3,933 $577K 0.04% +606 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,300 shares; 2024Q4: 8,300 shares; 2025Q1: 7,605 shares; 2025Q2: 7,605 shares; 2025Q3: 7,605 shares; 2025Q4: 7,605 shares; 2026Q1: 7,605 shares 7,605 $569K 0.04% 0 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: 6,480 shares; 2024Q4: 6,430 shares; 2025Q1: 6,762 shares; 2025Q2: 6,951 shares; 2025Q3: 6,966 shares; 2025Q4: 8,027 shares; 2026Q1: 8,339 shares 8,339 $566K 0.04% +312 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 434 shares; 2025Q1: 436 shares; 2025Q2: 441 shares; 2025Q3: 448 shares; 2025Q4: 399 shares; 2026Q1: 547 shares 547 $565K 0.04% +148 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,815 shares; 2024Q4: 7,815 shares; 2025Q1: 7,815 shares; 2025Q2: 7,815 shares; 2025Q3: 7,815 shares; 2025Q4: 7,815 shares; 2026Q1: 7,815 shares 7,815 $557K 0.04% 0 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: 2,057 shares; 2024Q4: 2,533 shares; 2025Q1: 2,578 shares; 2025Q2: 2,557 shares; 2025Q3: 2,666 shares; 2025Q4: 2,674 shares; 2026Q1: 2,711 shares 2,711 $551K 0.04% +37 Timeline TRTX TPG RE FIN TR INC More: the full row for TPG RE FIN TR 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: 65,616 shares 65,616 $536K 0.04% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,313 shares; 2025Q2: 3,837 shares; 2025Q3: 3,829 shares; 2025Q4: 1,756 shares; 2026Q1: 2,710 shares 2,710 $516K 0.04% +954 Timeline ILCG 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: 5,060 shares; 2024Q4: 5,060 shares; 2025Q1: 5,060 shares; 2025Q2: 5,060 shares; 2025Q3: 5,060 shares; 2025Q4: 5,060 shares; 2026Q1: 5,060 shares 5,060 $512K 0.04% 0 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: not reported; 2025Q4: 1,810 shares; 2026Q1: 1,940 shares 1,940 $502K 0.04% +130 Timeline GAUG 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: 14,774 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,733 shares; 2025Q3: 12,198 shares; 2025Q4: 12,105 shares; 2026Q1: 12,069 shares 12,069 $479K 0.04% -36 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: 1,960 shares; 2024Q4: 1,951 shares; 2025Q1: 1,958 shares; 2025Q2: 1,922 shares; 2025Q3: 1,901 shares; 2025Q4: 1,893 shares; 2026Q1: 1,957 shares 1,957 $462K 0.03% +64 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: 516 shares; 2024Q4: 507 shares; 2025Q1: 518 shares; 2025Q2: 479 shares; 2025Q3: 500 shares; 2025Q4: 497 shares; 2026Q1: 743 shares 743 $460K 0.03% +246 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: 7,855 shares; 2024Q4: 7,682 shares; 2025Q1: 7,773 shares; 2025Q2: 7,843 shares; 2025Q3: 7,843 shares; 2025Q4: 7,806 shares; 2026Q1: 8,937 shares 8,937 $459K 0.03% +1,131 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,263 shares; 2026Q1: 4,263 shares 4,263 $456K 0.03% 0 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: 376,776 shares; 2024Q4: 378,191 shares; 2025Q1: 390,772 shares; 2025Q2: 394,009 shares; 2025Q3: 399,397 shares; 2025Q4: 71,854 shares; 2026Q1: 5,943 shares 5,943 $444K 0.03% -65,911 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,230 shares; 2024Q4: 4,303 shares; 2025Q1: 4,219 shares; 2025Q2: 4,219 shares; 2025Q3: 4,299 shares; 2025Q4: 4,251 shares; 2026Q1: 4,249 shares 4,249 $430K 0.03% -2 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: 1,283 shares; 2024Q4: 2,570 shares; 2025Q1: 2,477 shares; 2025Q2: 2,315 shares; 2025Q3: 2,339 shares; 2025Q4: 2,340 shares; 2026Q1: 2,558 shares 2,558 $427K 0.03% +218 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: 2,552 shares; 2024Q4: 2,657 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,559 shares; 2025Q4: 2,559 shares; 2026Q1: 926 shares 926 $426K 0.03% -1,633 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: 2,226 shares; 2024Q4: 2,226 shares; 2025Q1: 2,167 shares; 2025Q2: 2,268 shares; 2025Q3: 2,268 shares; 2025Q4: 2,312 shares; 2026Q1: 2,351 shares 2,351 $419K 0.03% +39 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: 2,731 shares; 2024Q4: 2,898 shares; 2025Q1: 2,328 shares; 2025Q2: 2,022 shares; 2025Q3: 2,300 shares; 2025Q4: 2,381 shares; 2026Q1: 2,622 shares 2,622 $413K 0.03% +241 Timeline XJUL 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: 29,603 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,388 shares; 2025Q4: 10,287 shares; 2026Q1: 10,287 shares 10,287 $408K 0.03% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,919 shares; 2026Q1: 3,230 shares 3,230 $396K 0.03% +1,311 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: 3,457 shares; 2024Q4: 3,578 shares; 2025Q1: 3,487 shares; 2025Q2: 7,038 shares; 2025Q3: 7,159 shares; 2025Q4: 7,350 shares; 2026Q1: 7,730 shares 7,730 $380K 0.03% +380 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 892 shares; 2025Q4: 1,035 shares; 2026Q1: 1,029 shares 1,029 $376K 0.03% -6 Timeline IWL 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: 2,277 shares; 2024Q4: 2,255 shares; 2025Q1: 2,255 shares; 2025Q2: 2,255 shares; 2025Q3: 2,255 shares; 2025Q4: 2,229 shares; 2026Q1: 2,229 shares 2,229 $375K 0.03% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,066 shares; 2024Q4: 15,029 shares; 2025Q1: 13,942 shares; 2025Q2: 14,943 shares; 2025Q3: 17,345 shares; 2025Q4: 17,345 shares; 2026Q1: 17,029 shares 17,029 $369K 0.03% -316 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,601 shares; 2024Q4: 3,637 shares; 2025Q1: 3,787 shares; 2025Q2: 3,707 shares; 2025Q3: 3,717 shares; 2025Q4: 7,424 shares; 2026Q1: 7,424 shares 7,424 $363K 0.03% 0 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: 1,136 shares; 2024Q4: 1,227 shares; 2025Q1: 1,136 shares; 2025Q2: 1,136 shares; 2025Q3: 1,136 shares; 2025Q4: 1,136 shares; 2026Q1: 1,136 shares 1,136 $355K 0.03% 0 Timeline GJUL 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: 35,270 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,793 shares; 2025Q4: 8,613 shares; 2026Q1: 8,365 shares 8,365 $350K 0.03% -248 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: 700 shares; 2024Q4: 900 shares; 2025Q1: 575 shares; 2025Q2: 536 shares; 2025Q3: 536 shares; 2025Q4: 536 shares; 2026Q1: 536 shares 536 $347K 0.03% 0 Timeline AIVL 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: 2,840 shares; 2024Q4: 2,840 shares; 2025Q1: 2,840 shares; 2025Q2: 2,840 shares; 2025Q3: 2,840 shares; 2025Q4: 2,840 shares; 2026Q1: 2,840 shares 2,840 $345K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 867 shares 867 $345K 0.03% new 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: 1,664 shares; 2024Q4: 1,564 shares; 2025Q1: 1,522 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,519 shares; 2026Q1: 1,519 shares 1,519 $339K 0.02% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,465 shares; 2025Q3: 1,489 shares; 2025Q4: 1,427 shares; 2026Q1: 1,557 shares 1,557 $334K 0.02% +130 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: 10,470 shares; 2024Q4: 10,070 shares; 2025Q1: 9,370 shares; 2025Q2: 13,020 shares; 2025Q3: 12,218 shares; 2025Q4: 11,995 shares; 2026Q1: 12,385 shares 12,385 $332K 0.02% +390 Timeline CBU COMMUNITY FINANCIAL SYSTEM I More: the full row for COMMUNITY FINANCIAL SYSTEM I Quarterly shares; oldest to newest; scale is 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: 5,246 shares 5,246 $330K 0.02% new Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,912 shares; 2024Q4: 3,605 shares; 2025Q1: 3,605 shares; 2025Q2: 3,605 shares; 2025Q3: 3,605 shares; 2025Q4: 3,605 shares; 2026Q1: 3,605 shares 3,605 $315K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,527 shares; 2025Q2: 2,638 shares; 2025Q3: 2,539 shares; 2025Q4: 2,307 shares; 2026Q1: 3,038 shares 3,038 $312K 0.02% +731 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 624 shares; 2025Q1: not reported; 2025Q2: 624 shares; 2025Q3: 624 shares; 2025Q4: 797 shares; 2026Q1: 804 shares 804 $310K 0.02% +7 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: 5,468 shares; 2024Q4: 5,468 shares; 2025Q1: 5,468 shares; 2025Q2: 5,468 shares; 2025Q3: 5,468 shares; 2025Q4: 5,468 shares; 2026Q1: 5,468 shares 5,468 $309K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $308K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,474 shares; 2024Q4: 1,342 shares; 2025Q1: 1,144 shares; 2025Q2: 962 shares; 2025Q3: 1,003 shares; 2025Q4: 994 shares; 2026Q1: 1,003 shares 1,003 $308K 0.02% +9 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: 2,943 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,080 shares; 2025Q3: not reported; 2025Q4: 3,021 shares; 2026Q1: 3,873 shares 3,873 $303K 0.02% +852 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,797 shares; 2026Q1: 2,320 shares 2,320 $303K 0.02% +523 Timeline VCR 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: 786 shares; 2024Q4: 786 shares; 2025Q1: 786 shares; 2025Q2: 786 shares; 2025Q3: 786 shares; 2025Q4: 786 shares; 2026Q1: 786 shares 786 $294K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,146 shares; 2025Q4: 3,146 shares; 2026Q1: 3,110 shares 3,110 $294K 0.02% -36 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: 1,273 shares; 2024Q4: 1,207 shares; 2025Q1: 1,213 shares; 2025Q2: 1,225 shares; 2025Q3: 1,225 shares; 2025Q4: 1,097 shares; 2026Q1: 902 shares 902 $287K 0.02% -195 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: 460,733 shares; 2024Q4: 169,935 shares; 2025Q1: 178,188 shares; 2025Q2: 7,171 shares; 2025Q3: 9,951 shares; 2025Q4: not reported; 2026Q1: 6,979 shares 6,979 $282K 0.02% new 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: 2,614 shares; 2024Q4: 2,827 shares; 2025Q1: 2,585 shares; 2025Q2: 2,064 shares; 2025Q3: 2,067 shares; 2025Q4: 2,078 shares; 2026Q1: 2,050 shares 2,050 $281K 0.02% -28 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 354 shares; 2025Q1: 422 shares; 2025Q2: 362 shares; 2025Q3: 363 shares; 2025Q4: 364 shares; 2026Q1: 363 shares 363 $279K 0.02% -1 Timeline XJUN 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: 57,094 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,427 shares; 2025Q4: 6,378 shares; 2026Q1: 6,361 shares 6,361 $278K 0.02% -17 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 330 shares; 2026Q1: 359 shares 359 $276K 0.02% +29 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,604 shares; 2025Q1: not reported; 2025Q2: 3,612 shares; 2025Q3: 3,612 shares; 2025Q4: 3,771 shares; 2026Q1: 3,861 shares 3,861 $275K 0.02% +90 Timeline SCHK 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: 4,189 shares; 2024Q4: 8,378 shares; 2025Q1: 8,378 shares; 2025Q2: 8,378 shares; 2025Q3: 8,378 shares; 2025Q4: 8,378 shares; 2026Q1: 8,378 shares 8,378 $274K 0.02% 0 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: 1,967 shares; 2024Q4: 7,866 shares; 2025Q1: not reported; 2025Q2: 7,972 shares; 2025Q3: 7,972 shares; 2025Q4: 7,972 shares; 2026Q1: 8,912 shares 8,912 $271K 0.02% +940 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,036 shares; 2025Q1: 2,721 shares; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares; 2026Q1: 2,144 shares 2,144 $270K 0.02% -577 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 576 shares; 2024Q4: 591 shares; 2025Q1: 615 shares; 2025Q2: 585 shares; 2025Q3: 579 shares; 2025Q4: 643 shares; 2026Q1: 630 shares 630 $267K 0.02% -13 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,081 shares; 2024Q4: 3,081 shares; 2025Q1: 3,081 shares; 2025Q2: 2,931 shares; 2025Q3: 2,931 shares; 2025Q4: 2,931 shares; 2026Q1: 2,931 shares 2,931 $263K 0.02% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,745 shares; 2025Q1: 3,745 shares; 2025Q2: 3,745 shares; 2025Q3: 3,745 shares; 2025Q4: 3,745 shares; 2026Q1: 3,745 shares 3,745 $258K 0.02% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,588 shares; 2024Q4: 3,588 shares; 2025Q1: 3,588 shares; 2025Q2: 3,588 shares; 2025Q3: 3,588 shares; 2025Q4: 3,588 shares; 2026Q1: 3,588 shares 3,588 $256K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: 1,400 shares; 2025Q1: 1,400 shares; 2025Q2: 1,400 shares; 2025Q3: 1,400 shares; 2025Q4: 1,400 shares; 2026Q1: 1,400 shares 1,400 $255K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN 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: 369 shares 369 $255K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 1,290 shares; 2025Q1: 1,248 shares; 2025Q2: 1,258 shares; 2025Q3: 1,282 shares; 2025Q4: 1,304 shares; 2026Q1: 1,306 shares 1,306 $252K 0.02% +2 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,415 shares; 2026Q1: 1,487 shares 1,487 $245K 0.02% +72 Timeline IMCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,808 shares; 2024Q4: 2,808 shares; 2025Q1: 2,808 shares; 2025Q2: 2,808 shares; 2025Q3: 2,808 shares; 2025Q4: 2,808 shares; 2026Q1: 2,808 shares 2,808 $245K 0.02% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,387 shares 2,387 $244K 0.02% new Timeline BIBL NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,660 shares; 2025Q4: 4,660 shares; 2026Q1: 4,660 shares 4,660 $234K 0.02% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,778 shares 3,778 $233K 0.02% new Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL 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: 840 shares 840 $229K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 622 shares; 2025Q1: 629 shares; 2025Q2: 629 shares; 2025Q3: 623 shares; 2025Q4: 635 shares; 2026Q1: 682 shares 682 $229K 0.02% +47 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: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $228K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 231 shares; 2026Q1: 249 shares 249 $225K 0.02% +18 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,820 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,875 shares; 2025Q4: 1,570 shares; 2026Q1: 1,526 shares 1,526 $223K 0.02% -44 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,867 shares; 2025Q4: 1,867 shares; 2026Q1: 1,867 shares 1,867 $220K 0.02% 0 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: 1,950 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,950 shares; 2025Q4: 1,950 shares; 2026Q1: 2,030 shares 2,030 $219K 0.02% +80 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,540 shares 4,540 $218K 0.02% new Timeline BBAG 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: 4,721 shares; 2025Q1: 4,721 shares; 2025Q2: 4,721 shares; 2025Q3: 4,721 shares; 2025Q4: 4,720 shares; 2026Q1: 4,720 shares 4,720 $218K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,752 shares 1,752 $216K 0.02% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares; 2025Q3: 380 shares; 2025Q4: 416 shares; 2026Q1: 428 shares 428 $216K 0.02% +12 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 193 shares; 2025Q1: 194 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 567 shares 567 $214K 0.02% new Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,890 shares; 2025Q4: 2,890 shares; 2026Q1: 2,890 shares 2,890 $214K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA 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: 124 shares 124 $214K 0.02% new Timeline MUNY VANGUARD NY TAX FREE FDS More: the full row for VANGUARD NY TAX FREE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,972 shares; 2026Q1: 1,972 shares 1,972 $203K 0.01% 0 Timeline IHF 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: 4,500 shares; 2024Q4: 4,497 shares; 2025Q1: 4,497 shares; 2025Q2: 4,497 shares; 2025Q3: 4,497 shares; 2025Q4: 4,497 shares; 2026Q1: 4,497 shares 4,497 $202K 0.01% 0 Timeline BBDC BARINGS BDC INC More: the full row for BARINGS BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,276 shares; 2024Q4: 10,276 shares; 2025Q1: 10,276 shares; 2025Q2: 10,276 shares; 2025Q3: 10,276 shares; 2025Q4: 10,276 shares; 2026Q1: 10,276 shares 10,276 $85.7K 0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,808 shares; 2024Q4: 19,808 shares; 2025Q1: 19,808 shares; 2025Q2: 10,293 shares; 2025Q3: 10,293 shares; 2025Q4: 10,443 shares; 2026Q1: 12,551 shares 12,551 $34.4K <0.01% +2,108 Timeline