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: 164,278 shares; 2025Q1: 202,410 shares; 2025Q2: 350,866 shares; 2025Q3: 371,654 shares; 2025Q4: 404,077 shares; 2026Q1: 415,996 shares 415,996 $59.3M 10.1% +11,919 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,630,893 shares; 2025Q1: 1,588,699 shares; 2025Q2: 1,396,345 shares; 2025Q3: 1,350,229 shares; 2025Q4: 1,228,737 shares; 2026Q1: 1,135,107 shares 1,135,107 $34.6M 5.9% -93,630 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: not loaded; 2024Q4: 1,165,977 shares; 2025Q1: 1,100,380 shares; 2025Q2: 858,063 shares; 2025Q3: 844,286 shares; 2025Q4: 807,073 shares; 2026Q1: 685,032 shares 685,032 $20M 3.4% -122,041 Timeline BSVO 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 loaded; 2024Q4: 159,405 shares; 2025Q1: 324,035 shares; 2025Q2: 645,963 shares; 2025Q3: 681,924 shares; 2025Q4: 715,560 shares; 2026Q1: 779,088 shares 779,088 $19.8M 3.37% +63,528 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 63,130 shares; 2025Q1: 137,125 shares; 2025Q2: 283,187 shares; 2025Q3: 297,569 shares; 2025Q4: 311,885 shares; 2026Q1: 331,516 shares 331,516 $19.7M 3.36% +19,631 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 60,307 shares; 2025Q1: 99,770 shares; 2025Q2: 143,518 shares; 2025Q3: 146,902 shares; 2025Q4: 173,945 shares; 2026Q1: 193,233 shares 193,233 $19.3M 3.29% +19,288 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: 1,073,750 shares; 2025Q1: 1,030,824 shares; 2025Q2: 845,526 shares; 2025Q3: 790,813 shares; 2025Q4: 722,971 shares; 2026Q1: 620,129 shares 620,129 $19M 3.24% -102,842 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 88,288 shares; 2025Q1: 156,070 shares; 2025Q2: 285,564 shares; 2025Q3: 299,204 shares; 2025Q4: 322,913 shares; 2026Q1: 341,176 shares 341,176 $16.3M 2.78% +18,263 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: not reported; 2025Q1: 34,243 shares; 2025Q2: 34,343 shares; 2025Q3: 34,343 shares; 2025Q4: 34,343 shares; 2026Q1: 44,595 shares 44,595 $14.3M 2.44% +10,252 Timeline IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 348,190 shares; 2025Q1: 348,098 shares; 2025Q2: 342,116 shares; 2025Q3: 342,125 shares; 2025Q4: 342,089 shares; 2026Q1: 341,713 shares 341,713 $14.2M 2.43% -376 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,833 shares; 2025Q1: 167,872 shares; 2025Q2: 268,086 shares; 2025Q3: 288,973 shares; 2025Q4: 321,080 shares; 2026Q1: 361,179 shares 361,179 $13.3M 2.26% +40,099 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 145,610 shares; 2025Q1: 241,095 shares; 2025Q2: 316,458 shares; 2025Q3: 322,163 shares; 2025Q4: 349,070 shares; 2026Q1: 374,932 shares 374,932 $13M 2.21% +25,862 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,266 shares; 2025Q1: 40,034 shares; 2025Q2: 156,680 shares; 2025Q3: 172,822 shares; 2025Q4: 199,139 shares; 2026Q1: 247,711 shares 247,711 $11.9M 2.02% +48,572 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: 821,305 shares; 2025Q1: 777,421 shares; 2025Q2: 724,600 shares; 2025Q3: 706,187 shares; 2025Q4: 686,395 shares; 2026Q1: 456,998 shares 456,998 $11.3M 1.93% -229,397 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 52,351 shares; 2025Q1: 105,404 shares; 2025Q2: 186,159 shares; 2025Q3: 192,437 shares; 2025Q4: 205,239 shares; 2026Q1: 218,355 shares 218,355 $10.9M 1.86% +13,116 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,025 shares; 2025Q1: 72,747 shares; 2025Q2: 105,969 shares; 2025Q3: 110,110 shares; 2025Q4: 118,130 shares; 2026Q1: 128,377 shares 128,377 $10.7M 1.83% +10,247 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 89,854 shares; 2025Q1: 153,985 shares; 2025Q2: 257,652 shares; 2025Q3: 275,401 shares; 2025Q4: 300,125 shares; 2026Q1: 329,608 shares 329,608 $10.6M 1.81% +29,483 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 428,570 shares; 2025Q1: 432,044 shares; 2025Q2: 423,307 shares; 2025Q3: 410,175 shares; 2025Q4: 409,627 shares; 2026Q1: 405,317 shares 405,317 $10.1M 1.71% -4,310 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 111,406 shares; 2025Q1: 111,404 shares; 2025Q2: 113,036 shares; 2025Q3: 113,036 shares; 2025Q4: 114,755 shares; 2026Q1: 114,673 shares 114,673 $8.53M 1.45% -82 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: 34,727 shares; 2025Q1: 34,610 shares; 2025Q2: 34,190 shares; 2025Q3: 33,572 shares; 2025Q4: 34,907 shares; 2026Q1: 41,670 shares 41,670 $7.27M 1.24% +6,763 Timeline CWI SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 184,650 shares; 2025Q1: 186,156 shares; 2025Q2: 186,640 shares; 2025Q3: 178,844 shares; 2025Q4: 178,309 shares; 2026Q1: 178,309 shares 178,309 $6.52M 1.11% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 25,095 shares; 2025Q1: 24,826 shares; 2025Q2: 24,380 shares; 2025Q3: 24,456 shares; 2025Q4: 19,849 shares; 2026Q1: 20,439 shares 20,439 $6.33M 1.08% +590 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: 15,225 shares; 2025Q1: 15,151 shares; 2025Q2: 14,868 shares; 2025Q3: 14,959 shares; 2025Q4: 15,904 shares; 2026Q1: 23,929 shares 23,929 $6.07M 1.03% +8,025 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 77,581 shares; 2025Q3: 76,403 shares; 2025Q4: 76,076 shares; 2026Q1: 76,076 shares 76,076 $6.01M 1.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 139,169 shares; 2025Q1: 139,301 shares; 2025Q2: 136,431 shares; 2025Q3: 136,840 shares; 2025Q4: 136,376 shares; 2026Q1: 105,119 shares 105,119 $5.96M 1.02% -31,257 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,785 shares; 2025Q1: 56,415 shares; 2025Q2: 55,447 shares; 2025Q3: 53,519 shares; 2025Q4: 99,348 shares; 2026Q1: 77,920 shares 77,920 $5.43M 0.93% -21,428 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: 112,199 shares; 2025Q1: 110,617 shares; 2025Q2: 84,662 shares; 2025Q3: 84,218 shares; 2025Q4: 52,718 shares; 2026Q1: 47,860 shares 47,860 $5.29M 0.9% -4,858 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 127,253 shares; 2025Q1: 128,230 shares; 2025Q2: 116,265 shares; 2025Q3: 110,994 shares; 2025Q4: 100,346 shares; 2026Q1: 100,042 shares 100,042 $5.07M 0.86% -304 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: not reported; 2025Q1: not reported; 2025Q2: 18,058 shares; 2025Q3: 20,686 shares; 2025Q4: 77,411 shares; 2026Q1: 77,678 shares 77,678 $4.98M 0.85% +267 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: 24,105 shares; 2025Q1: 24,614 shares; 2025Q2: 24,958 shares; 2025Q3: 24,832 shares; 2025Q4: 22,097 shares; 2026Q1: 22,165 shares 22,165 $4.77M 0.81% +68 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 240,318 shares; 2025Q1: 238,492 shares; 2025Q2: 206,903 shares; 2025Q3: 191,253 shares; 2025Q4: 178,474 shares; 2026Q1: 174,972 shares 174,972 $4.22M 0.72% -3,502 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: 84,270 shares; 2025Q1: 84,778 shares; 2025Q2: 86,748 shares; 2025Q3: 87,657 shares; 2025Q4: 88,984 shares; 2026Q1: 89,414 shares 89,414 $3.81M 0.65% +430 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 41,015 shares; 2025Q1: 40,266 shares; 2025Q2: 38,125 shares; 2025Q3: 37,684 shares; 2025Q4: 37,700 shares; 2026Q1: 29,214 shares 29,214 $3.74M 0.64% -8,486 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: 6,555 shares; 2025Q1: 6,650 shares; 2025Q2: 5,669 shares; 2025Q3: 5,610 shares; 2025Q4: 6,854 shares; 2026Q1: 10,098 shares 10,098 $3.74M 0.64% +3,244 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: 11,398 shares; 2025Q1: 11,353 shares; 2025Q2: 11,225 shares; 2025Q3: 11,242 shares; 2025Q4: 10,125 shares; 2026Q1: 12,026 shares 12,026 $3.54M 0.6% +1,901 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 34,151 shares; 2025Q1: 33,632 shares; 2025Q2: 32,480 shares; 2025Q3: 32,076 shares; 2025Q4: 32,076 shares; 2026Q1: 24,174 shares 24,174 $3.52M 0.6% -7,902 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: 8,263 shares; 2025Q1: 8,316 shares; 2025Q2: 8,280 shares; 2025Q3: 8,354 shares; 2025Q4: 9,140 shares; 2026Q1: 12,121 shares 12,121 $3.49M 0.59% +2,981 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: 8,990 shares; 2025Q1: 9,004 shares; 2025Q2: 8,831 shares; 2025Q3: 8,928 shares; 2025Q4: 10,237 shares; 2026Q1: 16,525 shares 16,525 $3.44M 0.59% +6,288 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,379 shares; 2025Q1: 17,815 shares; 2025Q2: 41,191 shares; 2025Q3: 40,795 shares; 2025Q4: 39,730 shares; 2026Q1: 39,662 shares 39,662 $3.2M 0.54% -68 Timeline SCHZ 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: 425,198 shares; 2025Q1: 362,081 shares; 2025Q2: 188,746 shares; 2025Q3: 187,840 shares; 2025Q4: 158,972 shares; 2026Q1: 135,803 shares 135,803 $3.15M 0.54% -23,169 Timeline EWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,406 shares; 2026Q1: 46,549 shares 46,549 $3.08M 0.52% +17,143 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 58,943 shares; 2025Q1: 61,209 shares; 2025Q2: 59,176 shares; 2025Q3: 59,176 shares; 2025Q4: 52,012 shares; 2026Q1: 52,923 shares 52,923 $2.99M 0.51% +911 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 55,842 shares; 2025Q1: 56,051 shares; 2025Q2: 54,885 shares; 2025Q3: 55,089 shares; 2025Q4: 55,373 shares; 2026Q1: 55,409 shares 55,409 $2.91M 0.5% +36 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF 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: 9,561 shares; 2026Q1: 65,827 shares 65,827 $2.88M 0.49% +56,266 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: not loaded; 2024Q4: 125,602 shares; 2025Q1: 124,745 shares; 2025Q2: 123,935 shares; 2025Q3: 125,325 shares; 2025Q4: 52,000 shares; 2026Q1: 51,916 shares 51,916 $2.81M 0.48% -84 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,724 shares; 2025Q1: 26,932 shares; 2025Q2: 70,030 shares; 2025Q3: 70,056 shares; 2025Q4: 70,332 shares; 2026Q1: 70,232 shares 70,232 $2.77M 0.47% -100 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: 2,976 shares; 2025Q1: 2,982 shares; 2025Q2: 2,971 shares; 2025Q3: 2,957 shares; 2025Q4: 3,272 shares; 2026Q1: 4,712 shares 4,712 $2.7M 0.46% +1,440 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: 6,471 shares; 2025Q1: 6,575 shares; 2025Q2: 6,532 shares; 2025Q3: 6,565 shares; 2025Q4: 6,950 shares; 2026Q1: 8,137 shares 8,137 $2.68M 0.46% +1,187 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 37,810 shares; 2025Q1: 37,380 shares; 2025Q2: 35,256 shares; 2025Q3: 34,146 shares; 2025Q4: 33,214 shares; 2026Q1: 33,229 shares 33,229 $2.56M 0.44% +15 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,951 shares; 2025Q1: 17,862 shares; 2025Q2: 17,902 shares; 2025Q3: 17,929 shares; 2025Q4: 17,982 shares; 2026Q1: 13,507 shares 13,507 $2.56M 0.44% -4,475 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 68,356 shares; 2025Q3: 71,830 shares; 2025Q4: 71,830 shares; 2026Q1: 72,812 shares 72,812 $2.55M 0.43% +982 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,646 shares; 2025Q1: 6,370 shares; 2025Q2: 6,134 shares; 2025Q3: 6,133 shares; 2025Q4: 6,123 shares; 2026Q1: 5,961 shares 5,961 $2.54M 0.43% -162 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 64,821 shares; 2025Q1: 63,851 shares; 2025Q2: 63,851 shares; 2025Q3: 63,884 shares; 2025Q4: 54,658 shares; 2026Q1: 50,286 shares 50,286 $2.52M 0.43% -4,372 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: 13,351 shares; 2025Q1: 13,233 shares; 2025Q2: 13,183 shares; 2025Q3: 13,187 shares; 2025Q4: 13,448 shares; 2026Q1: 12,145 shares 12,145 $2.51M 0.43% -1,303 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 loaded; 2024Q4: 17,939 shares; 2025Q1: 17,803 shares; 2025Q2: 17,745 shares; 2025Q3: 17,752 shares; 2025Q4: 18,324 shares; 2026Q1: 20,113 shares 20,113 $2.42M 0.41% +1,789 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: 2,256 shares; 2025Q1: 2,275 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 4,083 shares; 2026Q1: 5,024 shares 5,024 $2.41M 0.41% +941 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: 12,867 shares; 2025Q1: 12,930 shares; 2025Q2: 12,923 shares; 2025Q3: 12,957 shares; 2025Q4: 13,104 shares; 2026Q1: 13,720 shares 13,720 $2.33M 0.4% +616 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: 55,277 shares; 2025Q1: 55,503 shares; 2025Q2: 51,389 shares; 2025Q3: 48,324 shares; 2025Q4: 47,269 shares; 2026Q1: 46,519 shares 46,519 $2.33M 0.4% -750 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 loaded; 2024Q4: 1,066 shares; 2025Q1: 1,066 shares; 2025Q2: 1,059 shares; 2025Q3: 1,066 shares; 2025Q4: 18,694 shares; 2026Q1: 23,685 shares 23,685 $2.28M 0.39% +4,991 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: not loaded; 2024Q4: 31,820 shares; 2025Q1: 31,497 shares; 2025Q2: 31,823 shares; 2025Q3: 31,894 shares; 2025Q4: 26,753 shares; 2026Q1: 29,292 shares 29,292 $2.23M 0.38% +2,539 Timeline HFGM TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 30,349 shares; 2026Q1: 68,289 shares 68,289 $2.19M 0.37% +37,940 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: not loaded; 2024Q4: 3,930 shares; 2025Q1: 3,919 shares; 2025Q2: 3,876 shares; 2025Q3: 3,877 shares; 2025Q4: 5,460 shares; 2026Q1: 7,147 shares 7,147 $2.16M 0.37% +1,687 Timeline PJIO 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,079 shares; 2026Q1: 38,795 shares 38,795 $2.15M 0.37% +31,716 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: not loaded; 2024Q4: 4,662 shares; 2025Q1: 4,619 shares; 2025Q2: 4,571 shares; 2025Q3: 4,596 shares; 2025Q4: 4,939 shares; 2026Q1: 6,003 shares 6,003 $2.11M 0.36% +1,064 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 641 shares; 2025Q4: 2,025 shares; 2026Q1: 3,495 shares 3,495 $2.09M 0.36% +1,470 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,951 shares; 2025Q1: 24,582 shares; 2025Q2: 22,459 shares; 2025Q3: 21,727 shares; 2025Q4: 21,762 shares; 2026Q1: 21,681 shares 21,681 $2.05M 0.35% -81 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: 4,219 shares; 2025Q1: 4,198 shares; 2025Q2: 4,202 shares; 2025Q3: 4,237 shares; 2025Q4: 4,399 shares; 2026Q1: 5,412 shares 5,412 $2.01M 0.34% +1,013 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: not loaded; 2024Q4: 6,001 shares; 2025Q1: 6,023 shares; 2025Q2: 5,990 shares; 2025Q3: 6,003 shares; 2025Q4: 7,275 shares; 2026Q1: 8,800 shares 8,800 $1.91M 0.33% +1,525 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 40,485 shares; 2025Q1: 37,653 shares; 2025Q2: 32,051 shares; 2025Q3: 32,056 shares; 2025Q4: 31,287 shares; 2026Q1: 18,970 shares 18,970 $1.83M 0.31% -12,317 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 8,075 shares; 2025Q3: 8,075 shares; 2025Q4: 8,075 shares; 2026Q1: 9,491 shares 9,491 $1.82M 0.31% +1,416 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,164 shares; 2025Q1: 11,049 shares; 2025Q2: 10,970 shares; 2025Q3: 10,968 shares; 2025Q4: 11,040 shares; 2026Q1: 9,225 shares 9,225 $1.79M 0.31% -1,815 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: not loaded; 2024Q4: 8,910 shares; 2025Q1: 8,967 shares; 2025Q2: 9,066 shares; 2025Q3: 9,096 shares; 2025Q4: 8,047 shares; 2026Q1: 6,918 shares 6,918 $1.68M 0.29% -1,129 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,683 shares; 2025Q1: 26,409 shares; 2025Q2: 26,548 shares; 2025Q3: 26,693 shares; 2025Q4: 21,961 shares; 2026Q1: 24,927 shares 24,927 $1.64M 0.28% +2,966 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,329 shares; 2025Q1: 48,325 shares; 2025Q2: 47,614 shares; 2025Q3: 47,614 shares; 2025Q4: 47,614 shares; 2026Q1: 47,614 shares 47,614 $1.62M 0.28% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,486 shares; 2025Q1: 6,486 shares; 2025Q2: 6,162 shares; 2025Q3: 6,162 shares; 2025Q4: 6,107 shares; 2026Q1: 6,128 shares 6,128 $1.58M 0.27% +21 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: not loaded; 2024Q4: 24,309 shares; 2025Q1: 24,121 shares; 2025Q2: 24,116 shares; 2025Q3: 24,162 shares; 2025Q4: 15,619 shares; 2026Q1: 19,431 shares 19,431 $1.51M 0.26% +3,812 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: 2,007 shares; 2025Q1: 2,003 shares; 2025Q2: 2,532 shares; 2025Q3: 2,621 shares; 2025Q4: 3,452 shares; 2026Q1: 3,442 shares 3,442 $1.5M 0.26% -10 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: 27,422 shares; 2025Q1: 24,862 shares; 2025Q2: 15,035 shares; 2025Q3: 14,710 shares; 2025Q4: 13,568 shares; 2026Q1: 13,788 shares 13,788 $1.46M 0.25% +220 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 962 shares; 2025Q3: 962 shares; 2025Q4: 6,199 shares; 2026Q1: 9,852 shares 9,852 $1.45M 0.25% +3,653 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 86,550 shares; 2025Q1: 86,483 shares; 2025Q2: 85,136 shares; 2025Q3: 84,971 shares; 2025Q4: 15,448 shares; 2026Q1: 15,074 shares 15,074 $1.33M 0.23% -374 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: not loaded; 2024Q4: 2,613 shares; 2025Q1: 2,578 shares; 2025Q2: 2,565 shares; 2025Q3: 2,564 shares; 2025Q4: 2,517 shares; 2026Q1: 2,142 shares 2,142 $1.29M 0.22% -375 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: 2,243 shares; 2025Q1: not reported; 2025Q2: 2,268 shares; 2025Q3: 2,264 shares; 2025Q4: 7,648 shares; 2026Q1: 10,216 shares 10,216 $1.27M 0.22% +2,568 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: 1,138 shares; 2025Q1: 794 shares; 2025Q2: 718 shares; 2025Q3: 729 shares; 2025Q4: 1,131 shares; 2026Q1: 1,368 shares 1,368 $1.26M 0.21% +237 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 loaded; 2024Q4: 8,463 shares; 2025Q1: 8,290 shares; 2025Q2: 9,519 shares; 2025Q3: 9,519 shares; 2025Q4: 9,470 shares; 2026Q1: 9,499 shares 9,499 $1.25M 0.21% +29 Timeline APLU ALLSPRING EXCHANGE TRADED FU More: the full row for ALLSPRING EXCHANGE TRADED FU 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: 29,144 shares; 2026Q1: 49,834 shares 49,834 $1.23M 0.21% +20,690 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 49,657 shares; 2025Q1: 48,696 shares; 2025Q2: 48,588 shares; 2025Q3: 48,713 shares; 2025Q4: 26,217 shares; 2026Q1: 24,185 shares 24,185 $1.21M 0.21% -2,032 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,910 shares; 2025Q1: 1,907 shares; 2025Q2: 1,906 shares; 2025Q3: 1,910 shares; 2025Q4: 1,260 shares; 2026Q1: 1,211 shares 1,211 $1.16M 0.2% -49 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,419 shares; 2025Q4: 7,769 shares; 2026Q1: 17,036 shares 17,036 $1.15M 0.2% +9,267 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 200,431 shares; 2025Q1: 165,628 shares; 2025Q2: 65,262 shares; 2025Q3: 64,690 shares; 2025Q4: 49,075 shares; 2026Q1: 42,575 shares 42,575 $1.12M 0.19% -6,500 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: 633 shares; 2025Q1: 633 shares; 2025Q2: not reported; 2025Q3: 475 shares; 2025Q4: 1,119 shares; 2026Q1: 1,563 shares 1,563 $1.11M 0.19% +444 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,107 shares 9,107 $1.1M 0.19% new 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: not loaded; 2024Q4: 6,087 shares; 2025Q1: 6,002 shares; 2025Q2: 6,077 shares; 2025Q3: 6,107 shares; 2025Q4: 6,475 shares; 2026Q1: 7,640 shares 7,640 $1.1M 0.19% +1,165 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 loaded; 2024Q4: 5,247 shares; 2025Q1: 5,212 shares; 2025Q2: 5,194 shares; 2025Q3: 5,194 shares; 2025Q4: 5,055 shares; 2026Q1: 4,384 shares 4,384 $1.08M 0.18% -671 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: not reported; 2025Q1: not reported; 2025Q2: 1,180 shares; 2025Q3: 1,180 shares; 2025Q4: 2,921 shares; 2026Q1: 3,766 shares 3,766 $1.07M 0.18% +845 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: 25,113 shares; 2025Q1: 25,246 shares; 2025Q2: 26,115 shares; 2025Q3: 26,157 shares; 2025Q4: 26,688 shares; 2026Q1: 21,768 shares 21,768 $1.06M 0.18% -4,920 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 loaded; 2024Q4: 1,250 shares; 2025Q1: 1,236 shares; 2025Q2: 1,237 shares; 2025Q3: 1,237 shares; 2025Q4: 1,211 shares; 2026Q1: 1,040 shares 1,040 $1.04M 0.18% -171 Timeline MDYV 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: 22,275 shares; 2025Q1: 19,758 shares; 2025Q2: 14,883 shares; 2025Q3: 14,705 shares; 2025Q4: 13,510 shares; 2026Q1: 11,834 shares 11,834 $1.01M 0.17% -1,676 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: 6,134 shares; 2025Q1: 6,144 shares; 2025Q2: 6,191 shares; 2025Q3: 6,098 shares; 2025Q4: 4,826 shares; 2026Q1: 4,042 shares 4,042 $988K 0.17% -784 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND 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: not reported; 2025Q4: not reported; 2026Q1: 13,367 shares 13,367 $972K 0.17% new Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,723 shares; 2025Q1: 26,481 shares; 2025Q2: 22,431 shares; 2025Q3: 22,431 shares; 2025Q4: 18,602 shares; 2026Q1: 18,284 shares 18,284 $954K 0.16% -318 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 loaded; 2024Q4: 4,453 shares; 2025Q1: 4,318 shares; 2025Q2: 4,887 shares; 2025Q3: 4,892 shares; 2025Q4: 4,715 shares; 2026Q1: 4,421 shares 4,421 $945K 0.16% -294 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: 9,868 shares; 2025Q1: 9,868 shares; 2025Q2: 9,868 shares; 2025Q3: 9,868 shares; 2025Q4: 9,868 shares; 2026Q1: 10,226 shares 10,226 $886K 0.15% +358 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: not loaded; 2024Q4: 11,346 shares; 2025Q1: 11,122 shares; 2025Q2: 11,070 shares; 2025Q3: 11,069 shares; 2025Q4: 6,093 shares; 2026Q1: 5,558 shares 5,558 $863K 0.15% -535 Timeline FLRN 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: 31,095 shares; 2025Q1: 31,095 shares; 2025Q2: 31,095 shares; 2025Q3: 31,095 shares; 2025Q4: 31,095 shares; 2026Q1: 27,935 shares 27,935 $860K 0.15% -3,160 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,150 shares; 2025Q1: 4,559 shares; 2025Q2: 4,549 shares; 2025Q3: 4,658 shares; 2025Q4: 4,261 shares; 2026Q1: 4,091 shares 4,091 $832K 0.14% -170 Timeline ECG EVERUS CONSTR GROUP More: the full row for EVERUS CONSTR GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,801 shares; 2025Q1: 6,701 shares; 2025Q2: 6,855 shares; 2025Q3: 6,855 shares; 2025Q4: 6,813 shares; 2026Q1: 6,813 shares 6,813 $804K 0.14% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 816 shares; 2025Q1: 818 shares; 2025Q2: 831 shares; 2025Q3: 842 shares; 2025Q4: 5,879 shares; 2026Q1: 7,613 shares 7,613 $796K 0.14% +1,734 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: 1,466 shares; 2026Q1: 2,318 shares 2,318 $783K 0.13% +852 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,778 shares; 2025Q1: 10,778 shares; 2025Q2: 10,885 shares; 2025Q3: 10,885 shares; 2025Q4: 11,059 shares; 2026Q1: 9,402 shares 9,402 $740K 0.13% -1,657 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,295 shares; 2025Q1: 9,629 shares; 2025Q2: 9,672 shares; 2025Q3: 6,569 shares; 2025Q4: 6,473 shares; 2026Q1: 6,922 shares 6,922 $737K 0.13% +449 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 548 shares; 2025Q1: 550 shares; 2025Q2: 546 shares; 2025Q3: 546 shares; 2025Q4: 1,087 shares; 2026Q1: 1,672 shares 1,672 $723K 0.12% +585 Timeline EBAY EBAY INC. More: the full row for EBAY 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: 4,333 shares; 2026Q1: 7,874 shares 7,874 $717K 0.12% +3,541 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,386 shares; 2025Q1: 27,300 shares; 2025Q2: 27,279 shares; 2025Q3: 26,778 shares; 2025Q4: 26,091 shares; 2026Q1: 13,701 shares 13,701 $713K 0.12% -12,390 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: 6,468 shares; 2025Q1: 6,389 shares; 2025Q2: 6,389 shares; 2025Q3: 6,389 shares; 2025Q4: 5,087 shares; 2026Q1: 4,832 shares 4,832 $702K 0.12% -255 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,121 shares; 2025Q1: 3,121 shares; 2025Q2: 3,105 shares; 2025Q3: 3,102 shares; 2025Q4: 3,017 shares; 2026Q1: 2,593 shares 2,593 $675K 0.12% -424 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,508 shares; 2025Q3: 14,794 shares; 2025Q4: 14,549 shares; 2026Q1: 14,549 shares 14,549 $673K 0.11% 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,766 shares; 2026Q1: 3,171 shares 3,171 $622K 0.11% +405 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: not reported; 2025Q1: not reported; 2025Q2: 382 shares; 2025Q3: 735 shares; 2025Q4: 583 shares; 2026Q1: 902 shares 902 $589K 0.1% +319 Timeline MDYG 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: 15,466 shares; 2025Q1: 13,147 shares; 2025Q2: 8,782 shares; 2025Q3: 8,604 shares; 2025Q4: 7,689 shares; 2026Q1: 6,109 shares 6,109 $586K 0.1% -1,580 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,911 shares; 2025Q1: 1,911 shares; 2025Q2: 1,911 shares; 2025Q3: 1,911 shares; 2025Q4: 1,908 shares; 2026Q1: 1,908 shares 1,908 $577K 0.1% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,590 shares; 2026Q1: 4,176 shares 4,176 $573K 0.1% +1,586 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,240 shares; 2025Q1: 26,840 shares; 2025Q2: 27,490 shares; 2025Q3: 27,505 shares; 2025Q4: 27,520 shares; 2026Q1: 27,535 shares 27,535 $571K 0.1% +15 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,734 shares; 2025Q1: 6,634 shares; 2025Q2: 6,786 shares; 2025Q3: 6,786 shares; 2025Q4: 6,786 shares; 2026Q1: 6,786 shares 6,786 $554K 0.09% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,968 shares; 2025Q1: 8,886 shares; 2025Q2: 8,841 shares; 2025Q3: 8,834 shares; 2025Q4: 8,451 shares; 2026Q1: 3,815 shares 3,815 $552K 0.09% -4,636 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,453 shares; 2025Q1: 1,456 shares; 2025Q2: 1,385 shares; 2025Q3: 1,386 shares; 2025Q4: 1,107 shares; 2026Q1: 969 shares 969 $546K 0.09% -138 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,482 shares; 2026Q1: 5,839 shares 5,839 $540K 0.09% +2,357 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,452 shares; 2025Q1: 4,452 shares; 2025Q2: 4,262 shares; 2025Q3: 4,262 shares; 2025Q4: 4,262 shares; 2026Q1: 1,679 shares 1,679 $527K 0.09% -2,583 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: 5,664 shares; 2025Q3: 5,664 shares; 2025Q4: 5,664 shares; 2026Q1: 5,664 shares 5,664 $525K 0.09% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 57,714 shares; 2025Q1: 56,448 shares; 2025Q2: 54,263 shares; 2025Q3: 54,098 shares; 2025Q4: 52,204 shares; 2026Q1: 18,662 shares 18,662 $524K 0.09% -33,542 Timeline HFEQ TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,846 shares 24,846 $524K 0.09% new Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,906 shares; 2025Q1: 21,618 shares; 2025Q2: 21,063 shares; 2025Q3: 21,063 shares; 2025Q4: 2,545 shares; 2026Q1: 2,819 shares 2,819 $519K 0.09% +274 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP 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: 4,221 shares; 2026Q1: 6,991 shares 6,991 $495K 0.08% +2,770 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,971 shares 2,971 $491K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500 shares; 2026Q1: 835 shares 835 $482K 0.08% +335 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,653 shares; 2025Q1: 3,638 shares; 2025Q2: 3,620 shares; 2025Q3: 3,625 shares; 2025Q4: 3,865 shares; 2026Q1: 2,273 shares 2,273 $462K 0.08% -1,592 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,022 shares; 2025Q1: 1,024 shares; 2025Q2: 1,025 shares; 2025Q3: 1,027 shares; 2025Q4: 851 shares; 2026Q1: 839 shares 839 $452K 0.08% -12 Timeline DSTL ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,027 shares; 2026Q1: 7,786 shares 7,786 $451K 0.08% +1,759 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 loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,337 shares 3,337 $444K 0.08% new 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 loaded; 2024Q4: 1,292 shares; 2025Q1: 1,292 shares; 2025Q2: 1,292 shares; 2025Q3: 1,292 shares; 2025Q4: 1,157 shares; 2026Q1: 1,157 shares 1,157 $444K 0.08% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,724 shares; 2025Q1: 4,736 shares; 2025Q2: 6,014 shares; 2025Q3: 6,016 shares; 2025Q4: 5,438 shares; 2026Q1: 5,460 shares 5,460 $435K 0.07% +22 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: not reported; 2025Q4: 10,855 shares; 2026Q1: 14,070 shares 14,070 $434K 0.07% +3,215 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: 9,799 shares; 2025Q1: 9,748 shares; 2025Q2: 19,383 shares; 2025Q3: 19,413 shares; 2025Q4: 10,316 shares; 2026Q1: 9,323 shares 9,323 $433K 0.07% -993 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: 1,797 shares; 2025Q1: 1,798 shares; 2025Q2: 1,799 shares; 2025Q3: 1,733 shares; 2025Q4: 1,535 shares; 2026Q1: 1,406 shares 1,406 $425K 0.07% -129 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 loaded; 2024Q4: 5,188 shares; 2025Q1: 5,386 shares; 2025Q2: 5,793 shares; 2025Q3: 5,833 shares; 2025Q4: 5,870 shares; 2026Q1: 5,909 shares 5,909 $419K 0.07% +39 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: 513 shares; 2025Q1: not reported; 2025Q2: 336 shares; 2025Q3: not reported; 2025Q4: 723 shares; 2026Q1: 583 shares 583 $407K 0.07% -140 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,061 shares; 2026Q1: 3,271 shares 3,271 $407K 0.07% +1,210 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,655 shares 3,655 $392K 0.07% new 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: 12,673 shares; 2025Q1: 12,662 shares; 2025Q2: 14,631 shares; 2025Q3: 14,678 shares; 2025Q4: 15,732 shares; 2026Q1: 13,361 shares 13,361 $387K 0.07% -2,371 Timeline XAR 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,422 shares 1,422 $361K 0.06% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 197 shares; 2026Q1: 271 shares 271 $358K 0.06% +74 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 157 shares; 2025Q1: 156 shares; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 145 shares; 2026Q1: 84 shares 84 $353K 0.06% -61 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,855 shares; 2025Q3: 1,855 shares; 2025Q4: 2,216 shares; 2026Q1: 1,017 shares 1,017 $344K 0.06% -1,199 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,601 shares; 2025Q1: 1,621 shares; 2025Q2: 1,611 shares; 2025Q3: 1,450 shares; 2025Q4: 1,388 shares; 2026Q1: 1,725 shares 1,725 $342K 0.06% +337 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: not reported; 2025Q3: not reported; 2025Q4: 430 shares; 2026Q1: 380 shares 380 $332K 0.06% -50 Timeline NEM NEWMONT CORP More: the full row for NEWMONT 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: not reported; 2025Q4: 2,518 shares; 2026Q1: 3,015 shares 3,015 $326K 0.06% +497 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,970 shares; 2025Q1: 10,323 shares; 2025Q2: 6,590 shares; 2025Q3: 6,579 shares; 2025Q4: 6,268 shares; 2026Q1: 6,443 shares 6,443 $308K 0.05% +175 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,140 shares; 2025Q1: 1,145 shares; 2025Q2: 1,136 shares; 2025Q3: 1,137 shares; 2025Q4: 1,069 shares; 2026Q1: 621 shares 621 $308K 0.05% -448 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: 1,028 shares; 2025Q1: 1,031 shares; 2025Q2: 1,025 shares; 2025Q3: 1,042 shares; 2025Q4: 985 shares; 2026Q1: 665 shares 665 $307K 0.05% -320 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,001 shares; 2025Q1: 3,002 shares; 2025Q2: 2,999 shares; 2025Q3: 2,669 shares; 2025Q4: 2,669 shares; 2026Q1: 2,671 shares 2,671 $302K 0.05% +2 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,587 shares 1,587 $296K 0.05% new 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: 1,367 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 976 shares; 2026Q1: 1,007 shares 1,007 $289K 0.05% +31 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,285 shares; 2025Q1: 1,283 shares; 2025Q2: 1,282 shares; 2025Q3: 1,282 shares; 2025Q4: 1,282 shares; 2026Q1: 1,282 shares 1,282 $279K 0.05% 0 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 loaded; 2024Q4: 829 shares; 2025Q1: 831 shares; 2025Q2: 823 shares; 2025Q3: 841 shares; 2025Q4: 810 shares; 2026Q1: 551 shares 551 $275K 0.05% -259 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,914 shares; 2025Q2: 2,914 shares; 2025Q3: 2,914 shares; 2025Q4: 2,914 shares; 2026Q1: 2,914 shares 2,914 $275K 0.05% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 360 shares; 2025Q4: 420 shares; 2026Q1: 416 shares 416 $270K 0.05% -4 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,936 shares; 2025Q1: 5,936 shares; 2025Q2: 5,855 shares; 2025Q3: 5,858 shares; 2025Q4: 5,675 shares; 2026Q1: 2,727 shares 2,727 $263K 0.04% -2,948 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,043 shares 1,043 $261K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,347 shares 2,347 $257K 0.04% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 727 shares 727 $249K 0.04% new Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 1,590 shares 1,590 $247K 0.04% new 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 918 shares; 2026Q1: 1,019 shares 1,019 $247K 0.04% +101 Timeline LINC LINCOLN EDL SVCS CORP More: the full row for LINCOLN EDL SVCS 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: not reported; 2025Q4: not reported; 2026Q1: 6,061 shares 6,061 $247K 0.04% new Timeline PCMM BONDBLOXX ETF TRUST More: the full row for BONDBLOXX 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: not reported; 2026Q1: 4,989 shares 4,989 $245K 0.04% new Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $243K 0.04% new 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: 1,799 shares; 2025Q1: 1,792 shares; 2025Q2: 1,402 shares; 2025Q3: 1,400 shares; 2025Q4: 1,332 shares; 2026Q1: 892 shares 892 $241K 0.04% -440 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 901 shares; 2025Q1: 899 shares; 2025Q2: 893 shares; 2025Q3: 904 shares; 2025Q4: 867 shares; 2026Q1: 484 shares 484 $238K 0.04% -383 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: 2,480 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,206 shares; 2025Q4: 2,547 shares; 2026Q1: 2,384 shares 2,384 $237K 0.04% -163 Timeline AEHR AEHR TEST SYS More: the full row for AEHR TEST SYS 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: 6,345 shares 6,345 $235K 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,416 shares; 2026Q1: 2,416 shares 2,416 $235K 0.04% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,425 shares 1,425 $235K 0.04% new Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,360 shares; 2025Q1: 2,360 shares; 2025Q2: 2,361 shares; 2025Q3: 2,366 shares; 2025Q4: 2,369 shares; 2026Q1: 2,372 shares 2,372 $234K 0.04% +3 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 1,409 shares 1,409 $231K 0.04% new 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: not reported; 2026Q1: 8,794 shares 8,794 $225K 0.04% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC 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: 3,194 shares 3,194 $221K 0.04% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,291 shares; 2025Q1: 4,293 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,812 shares; 2026Q1: 3,562 shares 3,562 $216K 0.04% -250 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,034 shares; 2025Q1: 2,018 shares; 2025Q2: 1,981 shares; 2025Q3: 1,972 shares; 2025Q4: 1,913 shares; 2026Q1: 1,146 shares 1,146 $214K 0.04% -767 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,765 shares 1,765 $204K 0.03% new Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST 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: 5,623 shares 5,623 $203K 0.03% new Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,163 shares 1,163 $202K 0.03% new Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A 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: 12,788 shares 12,788 $192K 0.03% new Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS 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: 11,396 shares; 2026Q1: 16,715 shares 16,715 $180K 0.03% +5,319 Timeline LIND LINDBLAD EXPEDITIONS HLDGS I More: the full row for LINDBLAD EXPEDITIONS HLDGS I 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: 10,018 shares 10,018 $173K 0.03% new Timeline GILT GILAT SATELLITE NETWORKS LTD More: the full row for GILAT SATELLITE NETWORKS LTD 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: 11,471 shares 11,471 $172K 0.03% new Timeline HLIT HARMONIC INC More: the full row for HARMONIC 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: 15,973 shares 15,973 $143K 0.02% new Timeline SPOK SPOK HLDGS INC More: the full row for SPOK HLDGS 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: 12,220 shares 12,220 $133K 0.02% new Timeline