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: 490,313 shares; 2024Q4: 500,372 shares; 2025Q1: 508,890 shares; 2025Q2: 522,550 shares; 2025Q3: 516,036 shares; 2025Q4: 512,391 shares; 2026Q1: 507,751 shares 507,751 $35.4M 9.21% -4,640 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: 419,292 shares; 2024Q4: 404,268 shares; 2025Q1: 411,957 shares; 2025Q2: 416,205 shares; 2025Q3: 427,692 shares; 2025Q4: 453,070 shares; 2026Q1: 464,659 shares 464,659 $31.4M 8.16% +11,589 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: 48,837 shares; 2024Q4: 47,880 shares; 2025Q1: 47,063 shares; 2025Q2: 54,166 shares; 2025Q3: 53,438 shares; 2025Q4: 53,937 shares; 2026Q1: 54,114 shares 54,114 $15.5M 4.04% +177 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: 138,324 shares; 2024Q4: 134,235 shares; 2025Q1: 127,972 shares; 2025Q2: 134,155 shares; 2025Q3: 128,951 shares; 2025Q4: 126,731 shares; 2026Q1: 137,582 shares 137,582 $15.1M 3.92% +10,851 Timeline DFIS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 180,298 shares; 2025Q2: 354,233 shares; 2025Q3: 398,014 shares; 2025Q4: 422,145 shares; 2026Q1: 444,178 shares 444,178 $15M 3.89% +22,033 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: 265,954 shares; 2024Q4: 546,282 shares; 2025Q1: 544,912 shares; 2025Q2: 523,727 shares; 2025Q3: 587,910 shares; 2025Q4: 558,370 shares; 2026Q1: 574,087 shares 574,087 $14.2M 3.69% +15,717 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: 34,689 shares; 2024Q4: 31,660 shares; 2025Q1: 31,220 shares; 2025Q2: 30,293 shares; 2025Q3: 29,771 shares; 2025Q4: 29,340 shares; 2026Q1: 29,560 shares 29,560 $12.6M 3.28% +220 Timeline VONV 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: 103,932 shares; 2024Q4: 102,000 shares; 2025Q1: 102,833 shares; 2025Q2: 108,141 shares; 2025Q3: 111,978 shares; 2025Q4: 114,313 shares; 2026Q1: 131,630 shares 131,630 $12.3M 3.21% +17,317 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: 95,158 shares; 2024Q4: 285,175 shares; 2025Q1: 281,267 shares; 2025Q2: 275,225 shares; 2025Q3: 380,793 shares; 2025Q4: 380,554 shares; 2026Q1: 379,628 shares 379,628 $11.8M 3.06% -926 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: 123,828 shares; 2024Q4: 358,554 shares; 2025Q1: 342,365 shares; 2025Q2: 382,262 shares; 2025Q3: 478,476 shares; 2025Q4: 445,522 shares; 2026Q1: 440,537 shares 440,537 $11.3M 2.94% -4,985 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 299,919 shares; 2024Q4: 302,885 shares; 2025Q1: 318,459 shares; 2025Q2: 290,844 shares; 2025Q3: 334,392 shares; 2025Q4: 328,061 shares; 2026Q1: 334,074 shares 334,074 $11M 2.86% +6,013 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308,077 shares; 2024Q4: 317,821 shares; 2025Q1: 247,875 shares; 2025Q2: 177,974 shares; 2025Q3: 154,236 shares; 2025Q4: 148,566 shares; 2026Q1: 139,741 shares 139,741 $11M 2.85% -8,825 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: 108,495 shares; 2024Q4: 217,659 shares; 2025Q1: 221,206 shares; 2025Q2: 216,428 shares; 2025Q3: 327,785 shares; 2025Q4: 327,017 shares; 2026Q1: 340,474 shares 340,474 $9.9M 2.57% +13,457 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: 87,619 shares; 2024Q4: 232,530 shares; 2025Q1: 207,187 shares; 2025Q2: 198,264 shares; 2025Q3: 215,995 shares; 2025Q4: 199,582 shares; 2026Q1: 271,819 shares 271,819 $8.29M 2.16% +72,237 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,936 shares; 2024Q4: 189,249 shares; 2025Q1: 190,972 shares; 2025Q2: 175,977 shares; 2025Q3: 182,236 shares; 2025Q4: 176,574 shares; 2026Q1: 174,448 shares 174,448 $8.15M 2.12% -2,126 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: 9,658 shares; 2024Q4: 9,606 shares; 2025Q1: 9,169 shares; 2025Q2: 8,967 shares; 2025Q3: 11,333 shares; 2025Q4: 11,319 shares; 2026Q1: 12,217 shares 12,217 $7.98M 2.08% +898 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,559 shares; 2024Q4: 29,524 shares; 2025Q1: 29,092 shares; 2025Q2: 28,923 shares; 2025Q3: 28,708 shares; 2025Q4: 28,583 shares; 2026Q1: 28,477 shares 28,477 $6.08M 1.58% -106 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,643 shares; 2024Q4: 12,967 shares; 2025Q1: 12,826 shares; 2025Q2: 18,647 shares; 2025Q3: 19,138 shares; 2025Q4: 19,292 shares; 2026Q1: 21,213 shares 21,213 $5.56M 1.44% +1,921 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: 64,735 shares; 2024Q4: 41,052 shares; 2025Q1: 31,930 shares; 2025Q2: 31,642 shares; 2025Q3: 31,181 shares; 2025Q4: 32,801 shares; 2026Q1: 34,439 shares 34,439 $5.04M 1.31% +1,638 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: 29,653 shares; 2024Q4: 109,970 shares; 2025Q1: 103,778 shares; 2025Q2: 109,942 shares; 2025Q3: 105,872 shares; 2025Q4: 96,452 shares; 2026Q1: 157,585 shares 157,585 $4.59M 1.19% +61,133 Timeline MLRG 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: 55,803 shares; 2024Q4: 46,233 shares; 2025Q1: 45,571 shares; 2025Q2: 43,555 shares; 2025Q3: 42,840 shares; 2025Q4: 39,952 shares; 2026Q1: 39,160 shares 39,160 $3.52M 0.92% -792 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,157 shares; 2024Q4: 11,550 shares; 2025Q1: 8,828 shares; 2025Q2: 6,605 shares; 2025Q3: 46,826 shares; 2025Q4: 43,680 shares; 2026Q1: 42,382 shares 42,382 $3.32M 0.86% -1,298 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: 35,907 shares; 2024Q4: 35,697 shares; 2025Q1: 37,544 shares; 2025Q2: 36,164 shares; 2025Q3: 34,888 shares; 2025Q4: 33,376 shares; 2026Q1: 32,557 shares 32,557 $3.11M 0.81% -819 Timeline IMCB 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: 36,128 shares; 2024Q4: 35,978 shares; 2025Q1: 35,970 shares; 2025Q2: 36,400 shares; 2025Q3: 36,758 shares; 2025Q4: 36,080 shares; 2026Q1: 35,698 shares 35,698 $2.98M 0.77% -382 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: 10,483 shares; 2024Q4: 10,180 shares; 2025Q1: 10,291 shares; 2025Q2: 9,940 shares; 2025Q3: 9,968 shares; 2025Q4: 9,637 shares; 2026Q1: 11,670 shares 11,670 $2.96M 0.77% +2,033 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: 796 shares; 2024Q4: 767 shares; 2025Q1: 810 shares; 2025Q2: 1,310 shares; 2025Q3: 2,301 shares; 2025Q4: 1,984 shares; 2026Q1: 6,730 shares 6,730 $2.94M 0.76% +4,746 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,934 shares; 2024Q4: 13,565 shares; 2025Q1: 14,565 shares; 2025Q2: 13,565 shares; 2025Q3: 13,563 shares; 2025Q4: 13,563 shares; 2026Q1: 12,230 shares 12,230 $2.89M 0.75% -1,333 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: 37,738 shares; 2024Q4: 37,784 shares; 2025Q1: 35,092 shares; 2025Q2: 37,419 shares; 2025Q3: 54,711 shares; 2025Q4: 51,522 shares; 2026Q1: 50,821 shares 50,821 $2.75M 0.71% -701 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,859 shares; 2024Q4: 3,656 shares; 2025Q1: 3,132 shares; 2025Q2: 3,132 shares; 2025Q3: 3,132 shares; 2025Q4: 3,132 shares; 2026Q1: 28,369 shares 28,369 $2.57M 0.67% +25,237 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 7,398 shares; 2025Q1: 7,372 shares; 2025Q2: 7,331 shares; 2025Q3: 7,291 shares; 2025Q4: 7,224 shares; 2026Q1: 7,179 shares 7,179 $2.56M 0.67% -45 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,596 shares; 2024Q4: 11,900 shares; 2025Q1: 10,860 shares; 2025Q2: 10,289 shares; 2025Q3: 162,024 shares; 2025Q4: 140,202 shares; 2026Q1: 118,780 shares 118,780 $2.55M 0.66% -21,422 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: 5,296 shares; 2024Q4: 5,334 shares; 2025Q1: 5,679 shares; 2025Q2: 4,936 shares; 2025Q3: 8,190 shares; 2025Q4: 6,675 shares; 2026Q1: 11,308 shares 11,308 $2.46M 0.64% +4,633 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: 3,396 shares; 2024Q4: 3,410 shares; 2025Q1: 3,262 shares; 2025Q2: 3,223 shares; 2025Q3: 3,251 shares; 2025Q4: 3,408 shares; 2026Q1: 3,355 shares 3,355 $2.18M 0.57% -53 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 84,118 shares; 2025Q4: 84,069 shares; 2026Q1: 83,313 shares 83,313 $2.06M 0.54% -756 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,145 shares; 2024Q4: 14,361 shares; 2025Q1: 14,424 shares; 2025Q2: 14,479 shares; 2025Q3: 101,303 shares; 2025Q4: 93,919 shares; 2026Q1: 84,422 shares 84,422 $2.05M 0.53% -9,497 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: 8,637 shares; 2024Q4: 9,405 shares; 2025Q1: 13,391 shares; 2025Q2: 15,247 shares; 2025Q3: 6,938 shares; 2025Q4: 7,982 shares; 2026Q1: 10,304 shares 10,304 $1.8M 0.47% +2,322 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: 6,910 shares; 2024Q4: 6,910 shares; 2025Q1: 6,910 shares; 2025Q2: 7,192 shares; 2025Q3: 7,192 shares; 2025Q4: 7,191 shares; 2026Q1: 7,191 shares 7,191 $1.78M 0.46% 0 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 reported; 2024Q4: not reported; 2025Q1: 2,333 shares; 2025Q2: not reported; 2025Q3: 1,859 shares; 2025Q4: 1,878 shares; 2026Q1: 9,326 shares 9,326 $1.72M 0.45% +7,448 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,764 shares; 2025Q4: 43,615 shares; 2026Q1: 40,022 shares 40,022 $1.69M 0.44% -3,593 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: 2,375 shares; 2024Q4: 1,988 shares; 2025Q1: 2,533 shares; 2025Q2: 1,996 shares; 2025Q3: 1,827 shares; 2025Q4: 1,628 shares; 2026Q1: 2,696 shares 2,696 $1.61M 0.42% +1,068 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,516 shares; 2025Q4: 2,526 shares; 2026Q1: 8,068 shares 8,068 $1.58M 0.41% +5,542 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: 15,461 shares; 2024Q4: 15,276 shares; 2025Q1: 14,437 shares; 2025Q2: 13,649 shares; 2025Q3: 24,673 shares; 2025Q4: 24,479 shares; 2026Q1: 24,613 shares 24,613 $1.58M 0.41% +134 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,917 shares; 2025Q4: 56,351 shares; 2026Q1: 54,995 shares 54,995 $1.53M 0.4% -1,356 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: 5,029 shares; 2024Q4: 4,504 shares; 2025Q1: 4,569 shares; 2025Q2: 3,242 shares; 2025Q3: 3,273 shares; 2025Q4: 3,440 shares; 2026Q1: 4,073 shares 4,073 $1.51M 0.39% +633 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 37,744 shares; 2025Q4: 30,383 shares; 2026Q1: 30,491 shares 30,491 $1.49M 0.39% +108 Timeline MSML 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: 29,402 shares; 2024Q4: 28,943 shares; 2025Q1: 29,032 shares; 2025Q2: 24,850 shares; 2025Q3: 24,255 shares; 2025Q4: 22,853 shares; 2026Q1: 21,528 shares 21,528 $1.4M 0.36% -1,325 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,164 shares; 2024Q4: 14,076 shares; 2025Q1: 14,628 shares; 2025Q2: 15,233 shares; 2025Q3: 15,233 shares; 2025Q4: 15,015 shares; 2026Q1: 14,959 shares 14,959 $1.39M 0.36% -56 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,644 shares; 2025Q4: 778 shares; 2026Q1: 3,428 shares 3,428 $1.27M 0.33% +2,650 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: 27,483 shares; 2025Q4: 27,558 shares; 2026Q1: 27,674 shares 27,674 $1.26M 0.33% +116 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,877 shares 4,877 $1.26M 0.33% new Timeline IVLU 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: 36,412 shares; 2025Q4: 32,971 shares; 2026Q1: 30,420 shares 30,420 $1.21M 0.31% -2,551 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,965 shares 3,965 $1.2M 0.31% new Timeline RWO SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,466 shares; 2024Q4: 19,870 shares; 2025Q1: 20,643 shares; 2025Q2: 21,733 shares; 2025Q3: 25,237 shares; 2025Q4: 26,747 shares; 2026Q1: 25,994 shares 25,994 $1.19M 0.31% -753 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,789 shares; 2025Q4: 12,934 shares; 2026Q1: 11,393 shares 11,393 $1.18M 0.31% -1,541 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,328 shares; 2024Q4: 21,904 shares; 2025Q1: 21,904 shares; 2025Q2: 21,904 shares; 2025Q3: 25,361 shares; 2025Q4: 31,452 shares; 2026Q1: 28,697 shares 28,697 $1.17M 0.3% -2,755 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,746 shares; 2024Q4: 10,889 shares; 2025Q1: 10,968 shares; 2025Q2: 10,206 shares; 2025Q3: 10,004 shares; 2025Q4: 10,141 shares; 2026Q1: 8,166 shares 8,166 $1.13M 0.29% -1,975 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: 1,226 shares; 2024Q4: 1,198 shares; 2025Q1: 1,542 shares; 2025Q2: 1,466 shares; 2025Q3: 1,384 shares; 2025Q4: 2,087 shares; 2026Q1: 2,346 shares 2,346 $1.12M 0.29% +259 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 25,492 shares; 2025Q4: 23,673 shares; 2026Q1: 21,061 shares 21,061 $1.07M 0.28% -2,612 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,847 shares; 2025Q4: 31,677 shares; 2026Q1: 30,892 shares 30,892 $1M 0.26% -785 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,661 shares; 2026Q1: 37,514 shares 37,514 $997K 0.26% +29,853 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,516 shares; 2025Q4: 30,227 shares; 2026Q1: 31,870 shares 31,870 $978K 0.25% +1,643 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: 933 shares; 2024Q4: 606 shares; 2025Q1: 606 shares; 2025Q2: 606 shares; 2025Q3: 2,946 shares; 2025Q4: 3,053 shares; 2026Q1: 1,687 shares 1,687 $974K 0.25% -1,366 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,336 shares 10,336 $947K 0.25% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,354 shares 7,354 $942K 0.25% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,344 shares; 2024Q4: 1,687 shares; 2025Q1: 1,671 shares; 2025Q2: 1,574 shares; 2025Q3: 1,971 shares; 2025Q4: 2,276 shares; 2026Q1: 2,947 shares 2,947 $912K 0.24% +671 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,317 shares; 2024Q4: 1,421 shares; 2025Q1: 1,509 shares; 2025Q2: 1,375 shares; 2025Q3: 2,233 shares; 2025Q4: 2,300 shares; 2026Q1: 3,095 shares 3,095 $890K 0.23% +795 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,791 shares; 2025Q4: 15,172 shares; 2026Q1: 14,600 shares 14,600 $865K 0.22% -572 Timeline VIOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,851 shares 6,851 $853K 0.22% new Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,371 shares 5,371 $845K 0.22% new Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 28,373 shares; 2025Q4: 22,298 shares; 2026Q1: 21,026 shares 21,026 $804K 0.21% -1,272 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,053 shares; 2025Q4: 9,638 shares; 2026Q1: 9,292 shares 9,292 $788K 0.2% -346 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,843 shares 5,843 $774K 0.2% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,198 shares; 2025Q4: 9,178 shares; 2026Q1: 9,039 shares 9,039 $765K 0.2% -139 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,320 shares; 2025Q4: 17,089 shares; 2026Q1: 16,028 shares 16,028 $749K 0.19% -1,061 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,741 shares; 2025Q4: 12,362 shares; 2026Q1: 12,438 shares 12,438 $746K 0.19% +76 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: 2,256 shares; 2024Q4: 1,758 shares; 2025Q1: 1,648 shares; 2025Q2: 1,519 shares; 2025Q3: 1,582 shares; 2025Q4: 2,364 shares; 2026Q1: 3,539 shares 3,539 $737K 0.19% +1,175 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: 2,903 shares; 2024Q4: 2,903 shares; 2025Q1: 2,903 shares; 2025Q2: 2,921 shares; 2025Q3: 4,459 shares; 2025Q4: 5,136 shares; 2026Q1: 6,406 shares 6,406 $725K 0.19% +1,270 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: 2,493 shares; 2024Q4: 2,531 shares; 2025Q1: 2,471 shares; 2025Q2: 2,158 shares; 2025Q3: 2,193 shares; 2025Q4: 2,296 shares; 2026Q1: 2,458 shares 2,458 $723K 0.19% +162 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,191 shares; 2025Q4: 15,580 shares; 2026Q1: 14,424 shares 14,424 $722K 0.19% -1,156 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: 6,729 shares; 2024Q4: 6,729 shares; 2025Q1: 6,729 shares; 2025Q2: 6,729 shares; 2025Q3: 7,237 shares; 2025Q4: 7,237 shares; 2026Q1: 7,237 shares 7,237 $703K 0.18% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,360 shares; 2024Q4: 18,960 shares; 2025Q1: 18,660 shares; 2025Q2: 18,359 shares; 2025Q3: 17,899 shares; 2025Q4: 16,643 shares; 2026Q1: 16,643 shares 16,643 $703K 0.18% 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: 2,970 shares; 2024Q4: 2,834 shares; 2025Q1: 2,754 shares; 2025Q2: 2,687 shares; 2025Q3: 2,683 shares; 2025Q4: 2,538 shares; 2026Q1: 2,558 shares 2,558 $692K 0.18% +20 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: 5,943 shares; 2024Q4: 5,943 shares; 2025Q1: 5,943 shares; 2025Q2: 7,249 shares; 2025Q3: 7,250 shares; 2025Q4: 6,837 shares; 2026Q1: 6,837 shares 6,837 $665K 0.17% 0 Timeline FNDC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 20,902 shares; 2025Q4: 15,381 shares; 2026Q1: 14,316 shares 14,316 $664K 0.17% -1,065 Timeline IWC 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: 4,309 shares; 2024Q4: 4,309 shares; 2025Q1: 4,116 shares; 2025Q2: 4,116 shares; 2025Q3: 4,116 shares; 2025Q4: 4,116 shares; 2026Q1: 4,116 shares 4,116 $657K 0.17% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,129 shares; 2024Q4: 1,161 shares; 2025Q1: not reported; 2025Q2: 1,171 shares; 2025Q3: 1,306 shares; 2025Q4: 1,408 shares; 2026Q1: 1,705 shares 1,705 $654K 0.17% +297 Timeline ISHG 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: 9,563 shares; 2025Q4: 9,178 shares; 2026Q1: 8,777 shares 8,777 $651K 0.17% -401 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,750 shares; 2024Q4: 12,534 shares; 2025Q1: 12,534 shares; 2025Q2: 12,534 shares; 2025Q3: 12,534 shares; 2025Q4: 11,316 shares; 2026Q1: 11,247 shares 11,247 $639K 0.17% -69 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,658 shares; 2025Q4: 10,278 shares; 2026Q1: 11,259 shares 11,259 $637K 0.17% +981 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,920 shares; 2025Q4: 2,934 shares; 2026Q1: 2,612 shares 2,612 $571K 0.15% -322 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,352 shares; 2025Q4: 24,693 shares; 2026Q1: 21,213 shares 21,213 $564K 0.15% -3,480 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: 2,350 shares; 2024Q4: 2,535 shares; 2025Q1: 2,474 shares; 2025Q2: 2,235 shares; 2025Q3: 2,279 shares; 2025Q4: 3,237 shares; 2026Q1: 3,633 shares 3,633 $564K 0.15% +396 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,348 shares; 2024Q4: 10,371 shares; 2025Q1: 12,257 shares; 2025Q2: 10,420 shares; 2025Q3: 10,430 shares; 2025Q4: 10,448 shares; 2026Q1: 10,452 shares 10,452 $552K 0.14% +4 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: 3,887 shares; 2024Q4: 5,404 shares; 2025Q1: 5,594 shares; 2025Q2: 5,823 shares; 2025Q3: 6,159 shares; 2025Q4: 7,215 shares; 2026Q1: 7,413 shares 7,413 $546K 0.14% +198 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,727 shares 1,727 $542K 0.14% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,041 shares; 2025Q4: 11,160 shares; 2026Q1: 10,690 shares 10,690 $541K 0.14% -470 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,706 shares; 2025Q4: 8,388 shares; 2026Q1: 7,903 shares 7,903 $538K 0.14% -485 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 26,958 shares; 2025Q4: 26,958 shares; 2026Q1: 26,958 shares 26,958 $512K 0.13% 0 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 reported; 2024Q4: 4,209 shares; 2025Q1: 6,484 shares; 2025Q2: 6,208 shares; 2025Q3: 6,105 shares; 2025Q4: 10,447 shares; 2026Q1: 9,843 shares 9,843 $512K 0.13% -604 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,926 shares; 2026Q1: 2,415 shares 2,415 $510K 0.13% +489 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 36,659 shares; 2025Q4: 36,659 shares; 2026Q1: 36,659 shares 36,659 $506K 0.13% 0 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,308 shares; 2025Q4: 7,532 shares; 2026Q1: 10,636 shares 10,636 $491K 0.13% +3,104 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,484 shares; 2025Q4: 6,371 shares; 2026Q1: 6,202 shares 6,202 $488K 0.13% -169 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: 1,733 shares; 2024Q4: 1,670 shares; 2025Q1: 1,670 shares; 2025Q2: 1,613 shares; 2025Q3: 1,652 shares; 2025Q4: 1,776 shares; 2026Q1: 1,939 shares 1,939 $470K 0.12% +163 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,547 shares; 2025Q1: 3,547 shares; 2025Q2: 3,547 shares; 2025Q3: 4,481 shares; 2025Q4: 4,231 shares; 2026Q1: 4,254 shares 4,254 $468K 0.12% +23 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: not reported; 2025Q3: not reported; 2025Q4: 7,397 shares; 2026Q1: 9,919 shares 9,919 $467K 0.12% +2,522 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: 4,108 shares; 2024Q4: 4,271 shares; 2025Q1: 3,632 shares; 2025Q2: 3,634 shares; 2025Q3: 3,619 shares; 2025Q4: 3,566 shares; 2026Q1: 3,222 shares 3,222 $465K 0.12% -344 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: 423 shares; 2024Q4: 461 shares; 2025Q1: 423 shares; 2025Q2: 398 shares; 2025Q3: 663 shares; 2025Q4: 760 shares; 2026Q1: 768 shares 768 $439K 0.11% +8 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: 705 shares; 2024Q4: 705 shares; 2025Q1: 694 shares; 2025Q2: 690 shares; 2025Q3: 701 shares; 2025Q4: 701 shares; 2026Q1: 701 shares 701 $432K 0.11% 0 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 reported; 2024Q4: 2,465 shares; 2025Q1: 2,598 shares; 2025Q2: 2,360 shares; 2025Q3: 2,360 shares; 2025Q4: 2,262 shares; 2026Q1: 3,343 shares 3,343 $415K 0.11% +1,081 Timeline JBL JABIL INC More: the full row for JABIL 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: 1,560 shares; 2026Q1: 1,544 shares 1,544 $410K 0.11% -16 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,878 shares; 2025Q4: 4,528 shares; 2026Q1: 5,202 shares 5,202 $404K 0.1% +674 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,753 shares; 2025Q4: 7,351 shares; 2026Q1: 5,799 shares 5,799 $401K 0.1% -1,552 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: 760 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 416 shares; 2026Q1: 473 shares 473 $400K 0.1% +57 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,867 shares 3,867 $393K 0.1% new Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,169 shares; 2025Q4: 2,736 shares; 2026Q1: 2,699 shares 2,699 $390K 0.1% -37 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 630 shares; 2025Q4: 790 shares; 2026Q1: 709 shares 709 $385K 0.1% -81 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,549 shares; 2024Q4: 2,816 shares; 2025Q1: 2,756 shares; 2025Q2: 2,817 shares; 2025Q3: 2,763 shares; 2025Q4: 2,783 shares; 2026Q1: 2,783 shares 2,783 $385K 0.1% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,667 shares; 2025Q4: 6,397 shares; 2026Q1: 6,591 shares 6,591 $383K 0.1% +194 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: 2,196 shares; 2025Q4: 2,779 shares; 2026Q1: 2,739 shares 2,739 $382K 0.1% -40 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,564 shares 9,564 $377K 0.1% new Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES 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: 17,627 shares 17,627 $376K 0.1% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA 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: not reported; 2026Q1: 1,594 shares 1,594 $368K 0.1% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,463 shares; 2026Q1: 4,885 shares 4,885 $366K 0.1% -1,578 Timeline HAUZ DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,718 shares; 2025Q4: 25,282 shares; 2026Q1: 15,828 shares 15,828 $358K 0.09% -9,454 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,934 shares 2,934 $348K 0.09% new Timeline NI NISOURCE INC More: the full row for NISOURCE 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: 5,783 shares; 2025Q4: 7,469 shares; 2026Q1: 7,344 shares 7,344 $343K 0.09% -125 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,875 shares 3,875 $336K 0.09% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 616 shares; 2025Q1: 617 shares; 2025Q2: 618 shares; 2025Q3: 641 shares; 2025Q4: 705 shares; 2026Q1: 859 shares 859 $335K 0.09% +154 Timeline ETH GRAYSCALE ETHEREUM STAKING More: the full row for GRAYSCALE ETHEREUM STAKING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,546 shares; 2025Q4: 12,064 shares; 2026Q1: 16,773 shares 16,773 $333K 0.09% +4,709 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares 1,814 $333K 0.09% new 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: 536 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 434 shares; 2025Q4: 442 shares; 2026Q1: 468 shares 468 $332K 0.09% +26 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT 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: 506 shares; 2025Q4: 482 shares; 2026Q1: 482 shares 482 $328K 0.09% 0 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,562 shares; 2025Q4: 13,487 shares; 2026Q1: 13,415 shares 13,415 $326K 0.08% -72 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,114 shares; 2026Q1: 4,377 shares 4,377 $325K 0.08% -737 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,661 shares; 2025Q4: 10,482 shares; 2026Q1: 10,482 shares 10,482 $323K 0.08% 0 Timeline FOXA FOX CORP More: the full row for FOX 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: 4,392 shares; 2025Q4: 5,584 shares; 2026Q1: 5,487 shares 5,487 $320K 0.08% -97 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,024 shares 11,024 $320K 0.08% new 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: 2,618 shares; 2024Q4: 2,518 shares; 2025Q1: 2,518 shares; 2025Q2: 2,518 shares; 2025Q3: 2,580 shares; 2025Q4: 2,518 shares; 2026Q1: 2,518 shares 2,518 $313K 0.08% 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: 1,932 shares; 2025Q4: 1,740 shares; 2026Q1: 1,465 shares 1,465 $313K 0.08% -275 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE 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: 733 shares 733 $311K 0.08% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 309 shares 309 $308K 0.08% new Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,433 shares; 2025Q4: 4,433 shares; 2026Q1: 4,403 shares 4,403 $306K 0.08% -30 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS 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: 821 shares; 2026Q1: 804 shares 804 $305K 0.08% -17 Timeline PRXG PRAXIS FDS More: the full row for PRAXIS 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: 9,292 shares 9,292 $305K 0.08% new 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: 195 shares; 2026Q1: 206 shares 206 $303K 0.08% +11 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,243 shares; 2025Q4: 1,070 shares; 2026Q1: 895 shares 895 $302K 0.08% -175 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,151 shares; 2025Q4: 2,649 shares; 2026Q1: 2,281 shares 2,281 $299K 0.08% -368 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 1,428 shares; 2025Q4: 1,300 shares; 2026Q1: 917 shares 917 $295K 0.08% -383 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,446 shares 3,446 $291K 0.08% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,609 shares 2,609 $291K 0.08% new Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,366 shares; 2026Q1: 9,630 shares 9,630 $289K 0.08% +3,264 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: 167 shares; 2025Q4: not reported; 2026Q1: 2,970 shares 2,970 $286K 0.07% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,366 shares 1,366 $283K 0.07% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,672 shares 1,672 $283K 0.07% new Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,301 shares 3,301 $280K 0.07% new Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,293 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,180 shares 7,180 $276K 0.07% new Timeline GDX 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: not reported; 2026Q1: 3,000 shares 3,000 $275K 0.07% new Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,746 shares; 2024Q4: 3,686 shares; 2025Q1: 3,686 shares; 2025Q2: 3,623 shares; 2025Q3: 3,560 shares; 2025Q4: 3,490 shares; 2026Q1: 3,490 shares 3,490 $275K 0.07% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH 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: 1,309 shares; 2026Q1: 1,291 shares 1,291 $273K 0.07% -18 Timeline BITB BITWISE BITCOIN ETF TR More: the full row for BITWISE BITCOIN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,350 shares; 2025Q4: not reported; 2026Q1: 7,350 shares 7,350 $271K 0.07% new Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,316 shares; 2024Q4: 3,608 shares; 2025Q1: 3,614 shares; 2025Q2: 3,574 shares; 2025Q3: 3,311 shares; 2025Q4: 3,361 shares; 2026Q1: 2,912 shares 2,912 $270K 0.07% -449 Timeline PRXV PRAXIS FDS More: the full row for PRAXIS 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: 8,648 shares 8,648 $269K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 520 shares; 2025Q4: 526 shares; 2026Q1: 570 shares 570 $264K 0.07% +44 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: 9,512 shares; 2024Q4: 9,158 shares; 2025Q1: 9,911 shares; 2025Q2: 5,626 shares; 2025Q3: 7,678 shares; 2025Q4: 5,090 shares; 2026Q1: 5,291 shares 5,291 $264K 0.07% +201 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,326 shares 3,326 $262K 0.07% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,062 shares 4,062 $260K 0.07% new Timeline ROKU ROKU INC More: the full row for ROKU 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: 2,735 shares 2,735 $259K 0.07% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,007 shares; 2026Q1: 2,039 shares 2,039 $258K 0.07% +32 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: 6,833 shares; 2024Q4: 6,903 shares; 2025Q1: 6,279 shares; 2025Q2: 5,666 shares; 2025Q3: 5,659 shares; 2025Q4: 5,520 shares; 2026Q1: 5,065 shares 5,065 $254K 0.07% -455 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 877 shares 877 $252K 0.07% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,875 shares 2,875 $248K 0.06% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $246K 0.06% 0 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,560 shares; 2024Q4: 2,260 shares; 2025Q1: not reported; 2025Q2: 2,938 shares; 2025Q3: 2,866 shares; 2025Q4: 2,443 shares; 2026Q1: 2,410 shares 2,410 $241K 0.06% -33 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 216 shares; 2026Q1: 261 shares 261 $240K 0.06% +45 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY 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: 7,606 shares; 2025Q4: 8,473 shares; 2026Q1: 8,303 shares 8,303 $239K 0.06% -170 Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,322 shares 6,322 $235K 0.06% new Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN 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: 689 shares; 2026Q1: 680 shares 680 $234K 0.06% -9 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 735 shares 735 $234K 0.06% new 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: 11,526 shares; 2024Q4: 7,966 shares; 2025Q1: 7,966 shares; 2025Q2: 3,209 shares; 2025Q3: 3,209 shares; 2025Q4: 3,209 shares; 2026Q1: 3,085 shares 3,085 $232K 0.06% -124 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 9,712 shares 9,712 $229K 0.06% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,030 shares; 2026Q1: 1,040 shares 1,040 $226K 0.06% +10 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,188 shares 3,188 $224K 0.06% new 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,290 shares 1,290 $219K 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 164 shares 164 $217K 0.06% new Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,117 shares; 2024Q4: 14,574 shares; 2025Q1: 11,824 shares; 2025Q2: 5,668 shares; 2025Q3: 5,680 shares; 2025Q4: 5,695 shares; 2026Q1: 4,631 shares 4,631 $215K 0.06% -1,064 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,775 shares 1,775 $214K 0.06% new 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: 624 shares 624 $213K 0.06% new Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,613 shares; 2024Q4: 2,560 shares; 2025Q1: 2,630 shares; 2025Q2: 1,593 shares; 2025Q3: 1,546 shares; 2025Q4: 1,531 shares; 2026Q1: 1,454 shares 1,454 $212K 0.06% -77 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,312 shares; 2024Q4: 3,107 shares; 2025Q1: 2,718 shares; 2025Q2: 4,040 shares; 2025Q3: 4,506 shares; 2025Q4: 4,263 shares; 2026Q1: 1,876 shares 1,876 $210K 0.05% -2,387 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,976 shares; 2025Q3: 8,729 shares; 2025Q4: 8,121 shares; 2026Q1: 8,205 shares 8,205 $206K 0.05% +84 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,950 shares 4,950 $202K 0.05% new Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,359 shares 3,359 $202K 0.05% new Timeline