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: 2,849,522 shares; 2024Q4: 6,131,572 shares; 2025Q1: 6,027,021 shares; 2025Q2: 5,821,759 shares; 2025Q3: 5,828,880 shares; 2025Q4: 5,920,683 shares; 2026Q1: 5,847,506 shares 5,847,506 $145M 12.17% -73,177 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: 640,929 shares; 2024Q4: 649,499 shares; 2025Q1: 655,541 shares; 2025Q2: 672,510 shares; 2025Q3: 687,779 shares; 2025Q4: 703,637 shares; 2026Q1: 700,170 shares 700,170 $137M 11.55% -3,467 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 529,851 shares; 2024Q4: 518,171 shares; 2025Q1: 516,583 shares; 2025Q2: 522,566 shares; 2025Q3: 1,245,035 shares; 2025Q4: 1,263,763 shares; 2026Q1: 1,294,286 shares 1,294,286 $107M 9% +30,523 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: 227,847 shares; 2024Q4: 220,174 shares; 2025Q1: 231,567 shares; 2025Q2: 228,602 shares; 2025Q3: 222,398 shares; 2025Q4: 224,017 shares; 2026Q1: 237,008 shares 237,008 $104M 8.7% +12,991 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: 1,012,464 shares; 2024Q4: 991,019 shares; 2025Q1: 989,736 shares; 2025Q2: 1,002,142 shares; 2025Q3: 894,430 shares; 2025Q4: 907,478 shares; 2026Q1: 909,656 shares 909,656 $54.2M 4.55% +2,178 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: 671,833 shares; 2024Q4: 671,368 shares; 2025Q1: 679,572 shares; 2025Q2: 669,800 shares; 2025Q3: 670,845 shares; 2025Q4: 684,815 shares; 2026Q1: 686,832 shares 686,832 $37.1M 3.12% +2,017 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: 323,307 shares; 2024Q4: 336,019 shares; 2025Q1: 344,820 shares; 2025Q2: 337,031 shares; 2025Q3: 337,597 shares; 2025Q4: 351,822 shares; 2026Q1: 375,169 shares 375,169 $34M 2.86% +23,347 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: 511,161 shares; 2024Q4: 526,468 shares; 2025Q1: 546,609 shares; 2025Q2: 519,837 shares; 2025Q3: 521,906 shares; 2025Q4: 541,657 shares; 2026Q1: 560,176 shares 560,176 $31.7M 2.66% +18,519 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: 101,428 shares; 2024Q4: 135,722 shares; 2025Q1: 134,050 shares; 2025Q2: 131,183 shares; 2025Q3: 130,476 shares; 2025Q4: 122,289 shares; 2026Q1: 120,533 shares 120,533 $30.6M 2.57% -1,756 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 259,105 shares; 2024Q4: 270,929 shares; 2025Q1: 277,599 shares; 2025Q2: 265,168 shares; 2025Q3: 264,199 shares; 2025Q4: 271,266 shares; 2026Q1: 285,546 shares 285,546 $28M 2.35% +14,280 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: 255,287 shares; 2024Q4: 250,700 shares; 2025Q1: 269,163 shares; 2025Q2: 285,410 shares; 2025Q3: 286,569 shares; 2025Q4: 287,856 shares; 2026Q1: 284,817 shares 284,817 $26.9M 2.26% -3,039 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 352,274 shares; 2024Q4: 334,178 shares; 2025Q1: 286,072 shares; 2025Q2: 276,413 shares; 2025Q3: 257,933 shares; 2025Q4: 229,977 shares; 2026Q1: 221,713 shares 221,713 $20.6M 1.73% -8,264 Timeline BAR GRANITESHARES GOLD TR More: the full row for GRANITESHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 477,229 shares; 2024Q4: 483,041 shares; 2025Q1: 485,763 shares; 2025Q2: 439,760 shares; 2025Q3: 437,075 shares; 2025Q4: 427,952 shares; 2026Q1: 430,687 shares 430,687 $19.9M 1.67% +2,735 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: 27,379 shares; 2024Q4: 27,331 shares; 2025Q1: 26,709 shares; 2025Q2: 26,634 shares; 2025Q3: 26,615 shares; 2025Q4: 26,561 shares; 2026Q1: 26,408 shares 26,408 $18.4M 1.55% -153 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: 715,698 shares; 2024Q4: 1,391,700 shares; 2025Q1: 1,374,561 shares; 2025Q2: 1,396,128 shares; 2025Q3: 753,904 shares; 2025Q4: 753,731 shares; 2026Q1: 753,576 shares 753,576 $18.3M 1.54% -155 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581,089 shares; 2024Q4: 597,355 shares; 2025Q1: 612,379 shares; 2025Q2: 624,804 shares; 2025Q3: 651,663 shares; 2025Q4: 690,507 shares; 2026Q1: 696,479 shares 696,479 $17.5M 1.47% +5,972 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: 139,693 shares; 2024Q4: 143,932 shares; 2025Q1: 146,425 shares; 2025Q2: 143,333 shares; 2025Q3: 139,819 shares; 2025Q4: 136,832 shares; 2026Q1: 145,350 shares 145,350 $15.5M 1.3% +8,518 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: 74,955 shares; 2024Q4: 75,612 shares; 2025Q1: 74,718 shares; 2025Q2: 75,576 shares; 2025Q3: 77,341 shares; 2025Q4: 77,251 shares; 2026Q1: 77,091 shares 77,091 $13.4M 1.13% -160 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: 28,265 shares; 2024Q4: 27,876 shares; 2025Q1: 27,092 shares; 2025Q2: 26,155 shares; 2025Q3: 25,766 shares; 2025Q4: 25,700 shares; 2026Q1: 26,410 shares 26,410 $9.78M 0.82% +710 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: 88,653 shares; 2024Q4: 103,316 shares; 2025Q1: 108,769 shares; 2025Q2: 66,450 shares; 2025Q3: 68,716 shares; 2025Q4: 74,911 shares; 2026Q1: 91,210 shares 91,210 $9.68M 0.81% +16,299 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: 136,031 shares; 2024Q4: 134,730 shares; 2025Q1: 133,460 shares; 2025Q2: 125,292 shares; 2025Q3: 124,530 shares; 2025Q4: 128,180 shares; 2026Q1: 135,526 shares 135,526 $9.45M 0.79% +7,346 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: 33,061 shares; 2024Q4: 32,917 shares; 2025Q1: 33,046 shares; 2025Q2: 32,922 shares; 2025Q3: 32,506 shares; 2025Q4: 32,175 shares; 2026Q1: 32,696 shares 32,696 $9.4M 0.79% +521 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: 118,142 shares; 2024Q4: 112,660 shares; 2025Q1: 106,284 shares; 2025Q2: 191,871 shares; 2025Q3: 187,880 shares; 2025Q4: 185,562 shares; 2026Q1: 185,634 shares 185,634 $9.26M 0.78% +72 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: 107,673 shares; 2024Q4: 118,145 shares; 2025Q1: 129,935 shares; 2025Q2: 125,158 shares; 2025Q3: 121,848 shares; 2025Q4: 123,701 shares; 2026Q1: 123,101 shares 123,101 $7.89M 0.66% -600 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: 26,630 shares; 2024Q4: 27,581 shares; 2025Q1: 27,029 shares; 2025Q2: 23,882 shares; 2025Q3: 23,901 shares; 2025Q4: 25,255 shares; 2026Q1: 25,181 shares 25,181 $7.41M 0.62% -74 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: 33,046 shares; 2024Q4: 32,987 shares; 2025Q1: 32,576 shares; 2025Q2: 32,809 shares; 2025Q3: 32,351 shares; 2025Q4: 32,113 shares; 2026Q1: 32,550 shares 32,550 $6.78M 0.57% +437 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: 28,768 shares; 2024Q4: 29,501 shares; 2025Q1: 30,453 shares; 2025Q2: 26,901 shares; 2025Q3: 27,303 shares; 2025Q4: 29,585 shares; 2026Q1: 30,653 shares 30,653 $6.66M 0.56% +1,068 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: 20,429 shares; 2024Q4: 20,594 shares; 2025Q1: 20,609 shares; 2025Q2: 20,473 shares; 2025Q3: 20,414 shares; 2025Q4: 20,443 shares; 2026Q1: 20,532 shares 20,532 $6.35M 0.53% +89 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: 6,381 shares; 2024Q4: 6,345 shares; 2025Q1: 6,336 shares; 2025Q2: 6,297 shares; 2025Q3: 6,303 shares; 2025Q4: 6,303 shares; 2026Q1: 6,369 shares 6,369 $5.86M 0.49% +66 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 28,812 shares 28,812 $5.68M 0.48% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,864 shares; 2024Q4: 44,868 shares; 2025Q1: 49,037 shares; 2025Q2: 47,128 shares; 2025Q3: 45,190 shares; 2025Q4: 45,308 shares; 2026Q1: 46,487 shares 46,487 $5.22M 0.44% +1,179 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,756 shares; 2024Q4: 37,819 shares; 2025Q1: 36,947 shares; 2025Q2: 37,642 shares; 2025Q3: 37,464 shares; 2025Q4: 37,435 shares; 2026Q1: 36,679 shares 36,679 $4.98M 0.42% -756 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,450 shares; 2024Q4: 59,315 shares; 2025Q1: 59,315 shares; 2025Q2: 58,307 shares; 2025Q3: 47,629 shares; 2025Q4: 47,629 shares; 2026Q1: 66,682 shares 66,682 $4.93M 0.41% +19,053 Timeline ITM 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: 140,139 shares; 2024Q4: 154,347 shares; 2025Q1: 161,504 shares; 2025Q2: 84,423 shares; 2025Q3: 85,271 shares; 2025Q4: 92,351 shares; 2026Q1: 103,145 shares 103,145 $4.79M 0.4% +10,794 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 88,931 shares; 2026Q1: 101,772 shares 101,772 $4.54M 0.38% +12,841 Timeline JMST 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: 94,971 shares; 2024Q4: 87,724 shares; 2025Q1: 86,384 shares; 2025Q2: 84,842 shares; 2025Q3: 83,410 shares; 2025Q4: 81,440 shares; 2026Q1: 79,581 shares 79,581 $4.06M 0.34% -1,859 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: 25,125 shares; 2024Q4: 24,135 shares; 2025Q1: 23,808 shares; 2025Q2: 23,815 shares; 2025Q3: 23,839 shares; 2025Q4: 23,800 shares; 2026Q1: 23,852 shares 23,852 $4.05M 0.34% +52 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: 32,817 shares; 2024Q4: 131,270 shares; 2025Q1: 127,470 shares; 2025Q2: 128,257 shares; 2025Q3: 133,245 shares; 2025Q4: 134,456 shares; 2026Q1: 133,976 shares 133,976 $3.9M 0.33% -480 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: 40,486 shares; 2024Q4: 121,458 shares; 2025Q1: 121,458 shares; 2025Q2: 126,913 shares; 2025Q3: 127,211 shares; 2025Q4: 127,211 shares; 2026Q1: 127,735 shares 127,735 $3.9M 0.33% +524 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,719 shares; 2024Q4: 48,728 shares; 2025Q1: 48,508 shares; 2025Q2: 47,954 shares; 2025Q3: 47,913 shares; 2025Q4: 47,802 shares; 2026Q1: 46,346 shares 46,346 $3.88M 0.33% -1,456 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: 9,614 shares; 2024Q4: 9,414 shares; 2025Q1: 8,894 shares; 2025Q2: 8,620 shares; 2025Q3: 8,078 shares; 2025Q4: 6,996 shares; 2026Q1: 7,994 shares 7,994 $3.83M 0.32% +998 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: 25,123 shares; 2024Q4: 25,123 shares; 2025Q1: 25,123 shares; 2025Q2: 77,938 shares; 2025Q3: 75,011 shares; 2025Q4: 74,041 shares; 2026Q1: 73,136 shares 73,136 $3.82M 0.32% -905 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: 6,269 shares; 2024Q4: 6,119 shares; 2025Q1: 6,144 shares; 2025Q2: 6,179 shares; 2025Q3: 6,148 shares; 2025Q4: 6,153 shares; 2026Q1: 6,578 shares 6,578 $3.8M 0.32% +425 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,091 shares; 2024Q4: 17,987 shares; 2025Q1: 17,111 shares; 2025Q2: 17,081 shares; 2025Q3: 16,976 shares; 2025Q4: 33,935 shares; 2026Q1: 33,495 shares 33,495 $3.65M 0.31% -440 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: 106,165 shares; 2024Q4: 107,023 shares; 2025Q1: 106,144 shares; 2025Q2: 110,236 shares; 2025Q3: 110,557 shares; 2025Q4: 110,895 shares; 2026Q1: 109,090 shares 109,090 $3.59M 0.3% -1,805 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,500 shares; 2024Q4: 29,162 shares; 2025Q1: 27,801 shares; 2025Q2: 27,359 shares; 2025Q3: 25,775 shares; 2025Q4: 25,781 shares; 2026Q1: 24,281 shares 24,281 $3.56M 0.3% -1,500 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: 34,830 shares; 2024Q4: 34,824 shares; 2025Q1: 34,756 shares; 2025Q2: 34,355 shares; 2025Q3: 34,050 shares; 2025Q4: 33,973 shares; 2026Q1: 33,571 shares 33,571 $3.42M 0.29% -402 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,944 shares; 2024Q4: 72,687 shares; 2025Q1: 72,961 shares; 2025Q2: 72,074 shares; 2025Q3: 71,428 shares; 2025Q4: 70,521 shares; 2026Q1: 68,435 shares 68,435 $3.38M 0.28% -2,086 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: 4,897 shares; 2024Q4: 4,933 shares; 2025Q1: 5,047 shares; 2025Q2: 5,016 shares; 2025Q3: 4,941 shares; 2025Q4: 4,987 shares; 2026Q1: 5,141 shares 5,141 $3.34M 0.28% +154 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: 40,799 shares; 2024Q4: 39,675 shares; 2025Q1: 38,941 shares; 2025Q2: 38,420 shares; 2025Q3: 36,763 shares; 2025Q4: 36,698 shares; 2026Q1: 35,074 shares 35,074 $3.25M 0.27% -1,624 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: 12,261 shares; 2024Q4: 12,169 shares; 2025Q1: 12,714 shares; 2025Q2: 10,958 shares; 2025Q3: 10,893 shares; 2025Q4: 10,658 shares; 2026Q1: 11,000 shares 11,000 $3.16M 0.27% +342 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,795 shares; 2024Q4: 4,696 shares; 2025Q1: 7,340 shares; 2025Q2: 8,678 shares; 2025Q3: 8,797 shares; 2025Q4: 8,647 shares; 2026Q1: 9,682 shares 9,682 $3.11M 0.26% +1,035 Timeline VIS 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: 10,240 shares; 2024Q4: 10,170 shares; 2025Q1: 9,873 shares; 2025Q2: 9,808 shares; 2025Q3: 9,790 shares; 2025Q4: 9,485 shares; 2026Q1: 9,369 shares 9,369 $2.93M 0.25% -116 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: 31,706 shares; 2024Q4: 32,529 shares; 2025Q1: 36,676 shares; 2025Q2: 36,697 shares; 2025Q3: 36,657 shares; 2025Q4: 38,244 shares; 2026Q1: 36,103 shares 36,103 $2.78M 0.23% -2,141 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: 12,441 shares; 2024Q4: 12,438 shares; 2025Q1: 11,741 shares; 2025Q2: 11,376 shares; 2025Q3: 11,397 shares; 2025Q4: 11,069 shares; 2026Q1: 11,168 shares 11,168 $2.73M 0.23% +99 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: 18,984 shares; 2024Q4: 18,965 shares; 2025Q1: 18,953 shares; 2025Q2: 18,495 shares; 2025Q3: 18,509 shares; 2025Q4: 18,443 shares; 2026Q1: 18,858 shares 18,858 $2.72M 0.23% +415 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,184 shares; 2024Q4: 3,186 shares; 2025Q1: 3,184 shares; 2025Q2: 3,712 shares; 2025Q3: 3,712 shares; 2025Q4: 3,712 shares; 2026Q1: 3,712 shares 3,712 $2.7M 0.23% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,122 shares; 2024Q4: 29,412 shares; 2025Q1: 27,652 shares; 2025Q2: 26,828 shares; 2025Q3: 25,681 shares; 2025Q4: 27,139 shares; 2026Q1: 27,139 shares 27,139 $2.6M 0.22% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,852 shares; 2024Q4: 27,133 shares; 2025Q1: 23,786 shares; 2025Q2: 23,612 shares; 2025Q3: 23,318 shares; 2025Q4: 23,838 shares; 2026Q1: 20,984 shares 20,984 $2.52M 0.21% -2,854 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 5,172 shares; 2025Q1: 5,116 shares; 2025Q2: 5,603 shares; 2025Q3: 5,700 shares; 2025Q4: 5,662 shares; 2026Q1: 5,766 shares 5,766 $2.48M 0.21% +104 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: 13,506 shares; 2024Q4: 12,041 shares; 2025Q1: 12,032 shares; 2025Q2: 12,032 shares; 2025Q3: 11,431 shares; 2025Q4: 11,330 shares; 2026Q1: 11,218 shares 11,218 $2.44M 0.21% -112 Timeline BBEU 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: 36,803 shares; 2024Q4: 36,133 shares; 2025Q1: 34,714 shares; 2025Q2: 34,593 shares; 2025Q3: 34,586 shares; 2025Q4: 34,528 shares; 2026Q1: 32,023 shares 32,023 $2.32M 0.19% -2,505 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,265 shares; 2024Q4: 8,160 shares; 2025Q1: 7,649 shares; 2025Q2: 7,548 shares; 2025Q3: 7,417 shares; 2025Q4: 7,355 shares; 2026Q1: 7,249 shares 7,249 $2.25M 0.19% -106 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: 29,389 shares; 2024Q4: 29,931 shares; 2025Q1: 29,826 shares; 2025Q2: 23,350 shares; 2025Q3: 23,679 shares; 2025Q4: 23,718 shares; 2026Q1: 23,764 shares 23,764 $2.06M 0.17% +46 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,760 shares; 2024Q4: 8,066 shares; 2025Q1: 8,361 shares; 2025Q2: 8,472 shares; 2025Q3: 8,472 shares; 2025Q4: 8,478 shares; 2026Q1: 8,540 shares 8,540 $2.03M 0.17% +62 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 18,082 shares; 2026Q1: 17,374 shares 17,374 $2M 0.17% -708 Timeline VOX 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: 11,296 shares; 2024Q4: 11,177 shares; 2025Q1: 11,039 shares; 2025Q2: 11,164 shares; 2025Q3: 11,128 shares; 2025Q4: 11,128 shares; 2026Q1: 11,004 shares 11,004 $1.98M 0.17% -124 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: 3,339 shares; 2024Q4: 3,327 shares; 2025Q1: 3,257 shares; 2025Q2: 3,614 shares; 2025Q3: 3,466 shares; 2025Q4: 3,459 shares; 2026Q1: 3,164 shares 3,164 $1.91M 0.16% -295 Timeline SHM 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: 49,152 shares; 2024Q4: 48,858 shares; 2025Q1: 48,247 shares; 2025Q2: 46,495 shares; 2025Q3: 40,185 shares; 2025Q4: 39,977 shares; 2026Q1: 39,261 shares 39,261 $1.88M 0.16% -716 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: 3,020 shares; 2024Q4: 2,818 shares; 2025Q1: 2,823 shares; 2025Q2: 2,830 shares; 2025Q3: 2,834 shares; 2025Q4: 2,858 shares; 2026Q1: 2,863 shares 2,863 $1.87M 0.16% +5 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: 4,049 shares; 2024Q4: 4,079 shares; 2025Q1: 3,957 shares; 2025Q2: 3,971 shares; 2025Q3: 4,028 shares; 2025Q4: 4,041 shares; 2026Q1: 4,980 shares 4,980 $1.85M 0.16% +939 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: 14,364 shares; 2024Q4: 14,380 shares; 2025Q1: 13,322 shares; 2025Q2: 14,268 shares; 2025Q3: 14,212 shares; 2025Q4: 14,212 shares; 2026Q1: 14,395 shares 14,395 $1.79M 0.15% +183 Timeline FLEE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,985 shares; 2024Q4: 48,985 shares; 2025Q1: 48,985 shares; 2025Q2: 48,895 shares; 2025Q3: 48,895 shares; 2025Q4: 48,895 shares; 2026Q1: 48,895 shares 48,895 $1.78M 0.15% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,903 shares; 2024Q4: 11,903 shares; 2025Q1: 10,654 shares; 2025Q2: 10,654 shares; 2025Q3: 10,654 shares; 2025Q4: 10,839 shares; 2026Q1: 10,662 shares 10,662 $1.72M 0.14% -177 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,318 shares; 2024Q4: 2,352 shares; 2025Q1: 2,367 shares; 2025Q2: 2,569 shares; 2025Q3: 2,578 shares; 2025Q4: 2,727 shares; 2026Q1: 2,954 shares 2,954 $1.69M 0.14% +227 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,974 shares; 2024Q4: 13,658 shares; 2025Q1: 12,785 shares; 2025Q2: 12,783 shares; 2025Q3: 12,779 shares; 2025Q4: 12,779 shares; 2026Q1: 12,824 shares 12,824 $1.68M 0.14% +45 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,085 shares; 2024Q4: 6,990 shares; 2025Q1: 6,985 shares; 2025Q2: 6,988 shares; 2025Q3: 6,944 shares; 2025Q4: 6,918 shares; 2026Q1: 6,913 shares 6,913 $1.68M 0.14% -5 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,424 shares; 2024Q4: 36,435 shares; 2025Q1: 35,582 shares; 2025Q2: 35,594 shares; 2025Q3: 35,948 shares; 2025Q4: 35,848 shares; 2026Q1: 35,881 shares 35,881 $1.64M 0.14% +33 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: 7,126 shares; 2024Q4: 6,828 shares; 2025Q1: 7,567 shares; 2025Q2: 7,142 shares; 2025Q3: 7,142 shares; 2025Q4: 7,222 shares; 2026Q1: 8,451 shares 8,451 $1.62M 0.14% +1,229 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: 24,798 shares; 2024Q4: 23,533 shares; 2025Q1: 22,581 shares; 2025Q2: 22,472 shares; 2025Q3: 22,000 shares; 2025Q4: 21,786 shares; 2026Q1: 21,310 shares 21,310 $1.62M 0.14% -476 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,399 shares; 2024Q4: 7,637 shares; 2025Q1: 7,247 shares; 2025Q2: 7,358 shares; 2025Q3: 7,334 shares; 2025Q4: 7,364 shares; 2026Q1: 7,406 shares 7,406 $1.53M 0.13% +42 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,784 shares; 2024Q4: 75,516 shares; 2025Q1: 69,911 shares; 2025Q2: 69,911 shares; 2025Q3: 69,444 shares; 2025Q4: 69,444 shares; 2026Q1: 68,750 shares 68,750 $1.53M 0.13% -694 Timeline IXN 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: 14,872 shares; 2024Q4: 14,872 shares; 2025Q1: 14,872 shares; 2025Q2: 14,872 shares; 2025Q3: 14,872 shares; 2025Q4: 14,872 shares; 2026Q1: 14,872 shares 14,872 $1.49M 0.12% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,919 shares; 2024Q4: 12,920 shares; 2025Q1: 12,920 shares; 2025Q2: 13,194 shares; 2025Q3: 13,194 shares; 2025Q4: 12,811 shares; 2026Q1: 12,811 shares 12,811 $1.47M 0.12% 0 Timeline IGRO 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: 17,430 shares; 2024Q4: 17,430 shares; 2025Q1: 17,344 shares; 2025Q2: 17,344 shares; 2025Q3: 17,325 shares; 2025Q4: 17,325 shares; 2026Q1: 17,279 shares 17,279 $1.45M 0.12% -46 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,789 shares; 2024Q4: 4,806 shares; 2025Q1: 4,789 shares; 2025Q2: 4,789 shares; 2025Q3: 4,789 shares; 2025Q4: 4,789 shares; 2026Q1: 4,789 shares 4,789 $1.43M 0.12% 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: 2,944 shares; 2024Q4: 2,984 shares; 2025Q1: 2,984 shares; 2025Q2: 2,833 shares; 2025Q3: 2,822 shares; 2025Q4: 2,822 shares; 2026Q1: 2,842 shares 2,842 $1.42M 0.12% +20 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,799 shares; 2024Q4: 10,721 shares; 2025Q1: 9,522 shares; 2025Q2: 9,542 shares; 2025Q3: 9,520 shares; 2025Q4: 9,520 shares; 2026Q1: 9,434 shares 9,434 $1.4M 0.12% -86 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,264 shares; 2024Q4: 41,664 shares; 2025Q1: 39,867 shares; 2025Q2: 37,321 shares; 2025Q3: 36,575 shares; 2025Q4: 39,635 shares; 2026Q1: 33,517 shares 33,517 $1.4M 0.12% -6,118 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 449,691 shares; 2024Q4: 437,849 shares; 2025Q1: 437,311 shares; 2025Q2: 442,181 shares; 2025Q3: 19,248 shares; 2025Q4: 17,455 shares; 2026Q1: 17,388 shares 17,388 $1.38M 0.12% -67 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,877 shares; 2024Q4: 6,883 shares; 2025Q1: 6,883 shares; 2025Q2: 6,877 shares; 2025Q3: 6,337 shares; 2025Q4: 6,337 shares; 2026Q1: 6,337 shares 6,337 $1.32M 0.11% 0 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: 6,173 shares; 2024Q4: 6,192 shares; 2025Q1: 6,229 shares; 2025Q2: 4,850 shares; 2025Q3: 4,859 shares; 2025Q4: 9,112 shares; 2026Q1: 9,087 shares 9,087 $1.26M 0.11% -25 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: 6,055 shares; 2024Q4: 5,518 shares; 2025Q1: 5,289 shares; 2025Q2: 5,234 shares; 2025Q3: 5,094 shares; 2025Q4: 5,144 shares; 2026Q1: 5,152 shares 5,152 $1.25M 0.1% +8 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: 11,399 shares; 2024Q4: 11,082 shares; 2025Q1: 10,422 shares; 2025Q2: 10,311 shares; 2025Q3: 8,327 shares; 2025Q4: 8,000 shares; 2026Q1: 7,941 shares 7,941 $1.23M 0.1% -59 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: 12,743 shares; 2024Q4: 12,743 shares; 2025Q1: 12,717 shares; 2025Q2: 12,717 shares; 2025Q3: 12,717 shares; 2025Q4: 12,717 shares; 2026Q1: 12,686 shares 12,686 $1.23M 0.1% -31 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: 29,357 shares; 2024Q4: 28,786 shares; 2025Q1: 28,786 shares; 2025Q2: 28,786 shares; 2025Q3: 28,616 shares; 2025Q4: 28,616 shares; 2026Q1: 28,905 shares 28,905 $1.23M 0.1% +289 Timeline VPL 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: 16,311 shares; 2024Q4: 15,825 shares; 2025Q1: 13,458 shares; 2025Q2: 13,264 shares; 2025Q3: 13,265 shares; 2025Q4: 13,238 shares; 2026Q1: 12,535 shares 12,535 $1.23M 0.1% -703 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: 3,578 shares; 2024Q4: 3,520 shares; 2025Q1: 3,468 shares; 2025Q2: 3,468 shares; 2025Q3: 3,468 shares; 2025Q4: 3,495 shares; 2026Q1: 3,468 shares 3,468 $1.22M 0.1% -27 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,615 shares; 2024Q4: 4,618 shares; 2025Q1: 4,620 shares; 2025Q2: 4,513 shares; 2025Q3: 4,516 shares; 2025Q4: 9,172 shares; 2026Q1: 9,163 shares 9,163 $1.22M 0.1% -9 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: 8,333 shares; 2024Q4: 11,672 shares; 2025Q1: 14,555 shares; 2025Q2: 23,073 shares; 2025Q3: 24,104 shares; 2025Q4: 23,949 shares; 2026Q1: 32,034 shares 32,034 $1.18M 0.1% +8,085 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: 3,373 shares; 2024Q4: 3,373 shares; 2025Q1: 3,373 shares; 2025Q2: 3,373 shares; 2025Q3: 3,373 shares; 2025Q4: 3,286 shares; 2026Q1: 3,286 shares 3,286 $1.17M 0.1% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,291 shares; 2024Q4: 1,276 shares; 2025Q1: 1,131 shares; 2025Q2: 1,133 shares; 2025Q3: 1,133 shares; 2025Q4: 1,139 shares; 2026Q1: 1,163 shares 1,163 $1.16M 0.1% +24 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,531 shares; 2024Q4: 16,531 shares; 2025Q1: 16,531 shares; 2025Q2: 16,531 shares; 2025Q3: 16,531 shares; 2025Q4: 16,531 shares; 2026Q1: 16,456 shares 16,456 $1.16M 0.1% -75 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: 3,895 shares; 2024Q4: 3,925 shares; 2025Q1: 3,925 shares; 2025Q2: 3,925 shares; 2025Q3: 3,925 shares; 2025Q4: 3,925 shares; 2026Q1: 3,996 shares 3,996 $1.13M 0.1% +71 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,183 shares; 2024Q4: 7,245 shares; 2025Q1: 5,525 shares; 2025Q2: 5,506 shares; 2025Q3: 5,606 shares; 2025Q4: 5,696 shares; 2026Q1: 5,821 shares 5,821 $1.12M 0.09% +125 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: 15,686 shares; 2024Q4: 15,686 shares; 2025Q1: 15,391 shares; 2025Q2: 15,391 shares; 2025Q3: 15,224 shares; 2025Q4: 15,224 shares; 2026Q1: 15,224 shares 15,224 $1.07M 0.09% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,162 shares; 2025Q1: 1,154 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,143 shares; 2026Q1: 1,073 shares 1,073 $1.03M 0.09% -70 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: 12,658 shares; 2024Q4: 13,052 shares; 2025Q1: 12,467 shares; 2025Q2: 12,449 shares; 2025Q3: 12,804 shares; 2025Q4: 13,061 shares; 2026Q1: 13,267 shares 13,267 $1.03M 0.09% +206 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,693 shares; 2024Q4: 5,565 shares; 2025Q1: 6,035 shares; 2025Q2: 6,182 shares; 2025Q3: 6,408 shares; 2025Q4: 6,321 shares; 2026Q1: 7,091 shares 7,091 $1.01M 0.08% +770 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: 1,047 shares; 2024Q4: 1,143 shares; 2025Q1: 1,135 shares; 2025Q2: 1,121 shares; 2025Q3: 1,122 shares; 2025Q4: 1,136 shares; 2026Q1: 1,145 shares 1,145 $969K 0.08% +9 Timeline DWX 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: 24,927 shares; 2024Q4: 24,847 shares; 2025Q1: 23,210 shares; 2025Q2: 23,210 shares; 2025Q3: 23,210 shares; 2025Q4: 23,210 shares; 2026Q1: 21,226 shares 21,226 $968K 0.08% -1,984 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: 7,665 shares; 2024Q4: 7,821 shares; 2025Q1: 7,657 shares; 2025Q2: 7,742 shares; 2025Q3: 7,752 shares; 2025Q4: 7,037 shares; 2026Q1: 7,153 shares 7,153 $944K 0.08% +116 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,358 shares; 2024Q4: 4,327 shares; 2025Q1: 4,479 shares; 2025Q2: 4,297 shares; 2025Q3: 4,333 shares; 2025Q4: 4,329 shares; 2026Q1: 4,526 shares 4,526 $921K 0.08% +197 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: 969 shares; 2024Q4: 977 shares; 2025Q1: 977 shares; 2025Q2: 1,057 shares; 2025Q3: 1,049 shares; 2025Q4: 1,026 shares; 2026Q1: 1,043 shares 1,043 $910K 0.08% +17 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: 861 shares; 2024Q4: 885 shares; 2025Q1: 898 shares; 2025Q2: 886 shares; 2025Q3: 882 shares; 2025Q4: 8,578 shares; 2026Q1: 9,208 shares 9,208 $885K 0.07% +630 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: 981 shares; 2024Q4: 1,301 shares; 2025Q1: 1,301 shares; 2025Q2: 1,421 shares; 2025Q3: 1,421 shares; 2025Q4: 1,421 shares; 2026Q1: 1,433 shares 1,433 $856K 0.07% +12 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,137 shares; 2024Q4: 8,928 shares; 2025Q1: 8,928 shares; 2025Q2: 8,928 shares; 2025Q3: 8,414 shares; 2025Q4: 8,414 shares; 2026Q1: 8,414 shares 8,414 $847K 0.07% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,361 shares; 2024Q4: 3,174 shares; 2025Q1: 3,102 shares; 2025Q2: 3,052 shares; 2025Q3: 3,036 shares; 2025Q4: 3,036 shares; 2026Q1: 2,817 shares 2,817 $832K 0.07% -219 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,742 shares; 2024Q4: 2,755 shares; 2025Q1: 2,755 shares; 2025Q2: 2,700 shares; 2025Q3: 2,690 shares; 2025Q4: 2,657 shares; 2026Q1: 2,717 shares 2,717 $821K 0.07% +60 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: 3,124 shares; 2024Q4: 3,040 shares; 2025Q1: 2,981 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,700 shares; 2026Q1: 2,435 shares 2,435 $801K 0.07% -265 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: 3,383 shares; 2024Q4: 4,422 shares; 2025Q1: 4,422 shares; 2025Q2: 10,144 shares; 2025Q3: 10,155 shares; 2025Q4: 10,189 shares; 2026Q1: 10,596 shares 10,596 $796K 0.07% +407 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,000 shares; 2024Q4: 9,000 shares; 2025Q1: 9,000 shares; 2025Q2: 9,000 shares; 2025Q3: 9,000 shares; 2025Q4: 9,078 shares; 2026Q1: 9,000 shares 9,000 $793K 0.07% -78 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,961 shares; 2024Q4: 2,958 shares; 2025Q1: 2,958 shares; 2025Q2: 2,951 shares; 2025Q3: 2,902 shares; 2025Q4: 2,902 shares; 2026Q1: 2,902 shares 2,902 $790K 0.07% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,647 shares; 2024Q4: 17,647 shares; 2025Q1: 17,288 shares; 2025Q2: 17,016 shares; 2025Q3: 17,016 shares; 2025Q4: 16,906 shares; 2026Q1: 15,883 shares 15,883 $789K 0.07% -1,023 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: 3,493 shares; 2024Q4: 3,517 shares; 2025Q1: 3,493 shares; 2025Q2: 2,257 shares; 2025Q3: 2,257 shares; 2025Q4: 2,257 shares; 2026Q1: 2,264 shares 2,264 $777K 0.07% +7 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: 9,542 shares; 2024Q4: 9,663 shares; 2025Q1: 8,309 shares; 2025Q2: 8,110 shares; 2025Q3: 8,072 shares; 2025Q4: 8,163 shares; 2026Q1: 8,268 shares 8,268 $768K 0.06% +105 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,057 shares; 2024Q4: 3,007 shares; 2025Q1: 2,998 shares; 2025Q2: 2,998 shares; 2025Q3: 2,982 shares; 2025Q4: 2,982 shares; 2026Q1: 3,154 shares 3,154 $745K 0.06% +172 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: 7,943 shares; 2024Q4: 7,943 shares; 2025Q1: 7,943 shares; 2025Q2: 8,551 shares; 2025Q3: 8,408 shares; 2025Q4: 8,408 shares; 2026Q1: 8,408 shares 8,408 $744K 0.06% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,376 shares; 2024Q4: 8,376 shares; 2025Q1: 8,373 shares; 2025Q2: 7,521 shares; 2025Q3: 7,338 shares; 2025Q4: 7,349 shares; 2026Q1: 7,232 shares 7,232 $743K 0.06% -117 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,335 shares; 2024Q4: 6,335 shares; 2025Q1: 6,335 shares; 2025Q2: 6,101 shares; 2025Q3: 6,101 shares; 2025Q4: 6,101 shares; 2026Q1: 6,101 shares 6,101 $737K 0.06% 0 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: 11,660 shares; 2024Q4: 11,671 shares; 2025Q1: 11,650 shares; 2025Q2: 10,915 shares; 2025Q3: 10,915 shares; 2025Q4: 10,440 shares; 2026Q1: 10,665 shares 10,665 $720K 0.06% +225 Timeline BRK-A 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: 2 shares; 2024Q4: 2 shares; 2025Q1: 2 shares; 2025Q2: 2 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.06% 0 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: 2,269 shares; 2024Q4: 2,288 shares; 2025Q1: 2,286 shares; 2025Q2: 2,267 shares; 2025Q3: 2,241 shares; 2025Q4: 2,241 shares; 2026Q1: 2,124 shares 2,124 $718K 0.06% -117 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,006 shares; 2024Q4: 5,490 shares; 2025Q1: 5,443 shares; 2025Q2: 5,441 shares; 2025Q3: 5,396 shares; 2025Q4: 5,396 shares; 2026Q1: 5,396 shares 5,396 $707K 0.06% 0 Timeline IPAC 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: 9,446 shares; 2024Q4: 9,446 shares; 2025Q1: 9,446 shares; 2025Q2: 9,446 shares; 2025Q3: 9,446 shares; 2025Q4: 9,393 shares; 2026Q1: 9,027 shares 9,027 $691K 0.06% -366 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,522 shares; 2024Q4: 3,522 shares; 2025Q1: 3,522 shares; 2025Q2: 3,522 shares; 2025Q3: 3,522 shares; 2025Q4: 3,522 shares; 2026Q1: 3,552 shares 3,552 $682K 0.06% +30 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,213 shares; 2024Q4: 6,213 shares; 2025Q1: 6,213 shares; 2025Q2: 5,972 shares; 2025Q3: 5,972 shares; 2025Q4: 5,726 shares; 2026Q1: 5,672 shares 5,672 $655K 0.06% -54 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,850 shares; 2024Q4: 15,288 shares; 2025Q1: 14,900 shares; 2025Q2: 14,227 shares; 2025Q3: 13,907 shares; 2025Q4: 14,420 shares; 2026Q1: 13,840 shares 13,840 $629K 0.05% -580 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: 2,828 shares; 2024Q4: 2,829 shares; 2025Q1: 2,830 shares; 2025Q2: 2,830 shares; 2025Q3: 2,831 shares; 2025Q4: 3,402 shares; 2026Q1: 2,864 shares 2,864 $616K 0.05% -538 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: 5,524 shares; 2024Q4: 5,524 shares; 2025Q1: 5,524 shares; 2025Q2: 5,524 shares; 2025Q3: 5,524 shares; 2025Q4: 5,385 shares; 2026Q1: 5,385 shares 5,385 $609K 0.05% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,598 shares; 2024Q4: 10,558 shares; 2025Q1: 12,137 shares; 2025Q2: 11,504 shares; 2025Q3: 11,452 shares; 2025Q4: 13,008 shares; 2026Q1: 12,804 shares 12,804 $602K 0.05% -204 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,984 shares; 2024Q4: 3,611 shares; 2025Q1: 3,413 shares; 2025Q2: 3,253 shares; 2025Q3: 3,260 shares; 2025Q4: 3,206 shares; 2026Q1: 3,266 shares 3,266 $595K 0.05% +60 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: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares; 2025Q3: 5,340 shares; 2025Q4: 5,340 shares; 2026Q1: 5,340 shares 5,340 $586K 0.05% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,831 shares; 2024Q4: 5,793 shares; 2025Q1: 5,686 shares; 2025Q2: 5,673 shares; 2025Q3: 5,660 shares; 2025Q4: 11,319 shares; 2026Q1: 11,192 shares 11,192 $559K 0.05% -127 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,773 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,805 shares; 2026Q1: 2,773 shares 2,773 $544K 0.05% -32 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,816 shares; 2024Q4: 23,741 shares; 2025Q1: 23,731 shares; 2025Q2: 23,737 shares; 2025Q3: 23,566 shares; 2025Q4: 23,571 shares; 2026Q1: 23,317 shares 23,317 $514K 0.04% -254 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,721 shares; 2025Q3: 2,721 shares; 2025Q4: 2,721 shares; 2026Q1: 2,694 shares 2,694 $511K 0.04% -27 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: 9,917 shares; 2024Q4: 12,898 shares; 2025Q1: 12,712 shares; 2025Q2: 11,408 shares; 2025Q3: 11,408 shares; 2025Q4: 10,715 shares; 2026Q1: 10,297 shares 10,297 $502K 0.04% -418 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,021 shares; 2024Q4: 13,027 shares; 2025Q1: 13,021 shares; 2025Q2: 13,021 shares; 2025Q3: 12,061 shares; 2025Q4: 12,001 shares; 2026Q1: 12,001 shares 12,001 $493K 0.04% 0 Timeline ETHW BITWISE ETHEREUM ETF More: the full row for BITWISE ETHEREUM ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 9,830 shares; 2025Q1: 12,804 shares; 2025Q2: 27,760 shares; 2025Q3: 28,370 shares; 2025Q4: 27,223 shares; 2026Q1: 32,673 shares 32,673 $490K 0.04% +5,450 Timeline EPP 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: 9,158 shares; 2024Q4: 9,158 shares; 2025Q1: 9,158 shares; 2025Q2: 9,158 shares; 2025Q3: 9,158 shares; 2025Q4: 9,158 shares; 2026Q1: 9,158 shares 9,158 $487K 0.04% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,465 shares; 2024Q4: 1,433 shares; 2025Q1: 1,433 shares; 2025Q2: 1,433 shares; 2025Q3: 1,433 shares; 2025Q4: 1,433 shares; 2026Q1: 1,590 shares 1,590 $481K 0.04% +157 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,322 shares; 2025Q1: 3,712 shares; 2025Q2: 2,322 shares; 2025Q3: 2,322 shares; 2025Q4: 2,322 shares; 2026Q1: 4,817 shares 4,817 $478K 0.04% +2,495 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,629 shares; 2024Q4: 3,790 shares; 2025Q1: 3,731 shares; 2025Q2: 3,761 shares; 2025Q3: 3,611 shares; 2025Q4: 3,611 shares; 2026Q1: 3,650 shares 3,650 $478K 0.04% +39 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,974 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,974 shares; 2025Q3: 1,974 shares; 2025Q4: 1,974 shares; 2026Q1: 1,974 shares 1,974 $474K 0.04% 0 Timeline IBB 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: 3,569 shares; 2024Q4: 3,426 shares; 2025Q1: 3,351 shares; 2025Q2: 3,114 shares; 2025Q3: 2,969 shares; 2025Q4: 2,904 shares; 2026Q1: 2,775 shares 2,775 $469K 0.04% -129 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: 11,847 shares; 2024Q4: 10,253 shares; 2025Q1: 9,480 shares; 2025Q2: 9,640 shares; 2025Q3: 9,484 shares; 2025Q4: 9,522 shares; 2026Q1: 9,255 shares 9,255 $465K 0.04% -267 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,998 shares; 2024Q4: 1,998 shares; 2025Q1: 1,931 shares; 2025Q2: 1,938 shares; 2025Q3: 1,931 shares; 2025Q4: 1,931 shares; 2026Q1: 2,031 shares 2,031 $456K 0.04% +100 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,835 shares; 2025Q1: 3,832 shares; 2025Q2: 3,832 shares; 2025Q3: 3,791 shares; 2025Q4: 3,791 shares; 2026Q1: 3,824 shares 3,824 $443K 0.04% +33 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: 7,537 shares; 2024Q4: 8,426 shares; 2025Q1: 8,426 shares; 2025Q2: 8,284 shares; 2025Q3: 8,284 shares; 2025Q4: 7,350 shares; 2026Q1: 7,282 shares 7,282 $442K 0.04% -68 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,802 shares; 2024Q4: 4,805 shares; 2025Q1: 4,805 shares; 2025Q2: 4,802 shares; 2025Q3: 4,756 shares; 2025Q4: 4,813 shares; 2026Q1: 4,909 shares 4,909 $440K 0.04% +96 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,707 shares; 2025Q1: 2,707 shares; 2025Q2: 2,693 shares; 2025Q3: 2,693 shares; 2025Q4: 2,742 shares; 2026Q1: 2,649 shares 2,649 $436K 0.04% -93 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,255 shares; 2024Q4: 2,258 shares; 2025Q1: 2,225 shares; 2025Q2: 2,043 shares; 2025Q3: 2,046 shares; 2025Q4: 1,956 shares; 2026Q1: 1,454 shares 1,454 $422K 0.04% -502 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,031 shares 5,031 $420K 0.04% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,951 shares; 2025Q3: 1,986 shares; 2025Q4: 2,036 shares; 2026Q1: 2,819 shares 2,819 $412K 0.03% +783 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 14,528 shares; 2025Q1: 13,239 shares; 2025Q2: 13,227 shares; 2025Q3: 13,227 shares; 2025Q4: 12,482 shares; 2026Q1: 12,280 shares 12,280 $412K 0.03% -202 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,162 shares; 2024Q4: 4,179 shares; 2025Q1: 4,179 shares; 2025Q2: 4,162 shares; 2025Q3: 4,162 shares; 2025Q4: 4,088 shares; 2026Q1: 4,088 shares 4,088 $395K 0.03% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,317 shares; 2024Q4: 2,109 shares; 2025Q1: 1,843 shares; 2025Q2: 1,841 shares; 2025Q3: 1,838 shares; 2025Q4: 1,890 shares; 2026Q1: 1,739 shares 1,739 $393K 0.03% -151 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: 4,132 shares; 2024Q4: 7,168 shares; 2025Q1: 5,183 shares; 2025Q2: 5,377 shares; 2025Q3: 5,626 shares; 2025Q4: 5,739 shares; 2026Q1: 5,818 shares 5,818 $384K 0.03% +79 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,300 shares; 2024Q4: 2,300 shares; 2025Q1: 2,300 shares; 2025Q2: 2,119 shares; 2025Q3: 2,069 shares; 2025Q4: 1,469 shares; 2026Q1: 1,159 shares 1,159 $381K 0.03% -310 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,781 shares; 2024Q4: 10,781 shares; 2025Q1: 6,400 shares; 2025Q2: 6,000 shares; 2025Q3: 6,000 shares; 2025Q4: 5,700 shares; 2026Q1: 4,700 shares 4,700 $380K 0.03% -1,000 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: 1,096 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,114 shares; 2025Q3: 1,124 shares; 2025Q4: 1,081 shares; 2026Q1: 1,101 shares 1,101 $376K 0.03% +20 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: 284 shares; 2024Q4: 308 shares; 2025Q1: 306 shares; 2025Q2: 284 shares; 2025Q3: 284 shares; 2025Q4: 284 shares; 2026Q1: 284 shares 284 $375K 0.03% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,274 shares; 2024Q4: 1,277 shares; 2025Q1: 1,274 shares; 2025Q2: 1,278 shares; 2025Q3: 1,257 shares; 2025Q4: 1,244 shares; 2026Q1: 1,237 shares 1,237 $374K 0.03% -7 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,702 shares; 2024Q4: 1,702 shares; 2025Q1: 1,680 shares; 2025Q2: 1,652 shares; 2025Q3: 1,641 shares; 2025Q4: 1,658 shares; 2026Q1: 1,641 shares 1,641 $370K 0.03% -17 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: 1,876 shares; 2024Q4: 1,878 shares; 2025Q1: 1,883 shares; 2025Q2: 1,881 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,961 shares 1,961 $366K 0.03% +60 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: 1,146 shares; 2024Q4: 1,146 shares; 2025Q1: 740 shares; 2025Q2: 740 shares; 2025Q3: 740 shares; 2025Q4: 740 shares; 2026Q1: 743 shares 743 $365K 0.03% +3 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: 760 shares; 2024Q4: 761 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 506 shares 506 $358K 0.03% +13 Timeline BITQ BITWISE FUNDS TRUST More: the full row for BITWISE FUNDS 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: 19,997 shares; 2026Q1: 18,546 shares 18,546 $350K 0.03% -1,451 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,262 shares; 2025Q1: 1,257 shares; 2025Q2: 1,257 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,257 shares 1,257 $349K 0.03% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,812 shares; 2024Q4: 6,812 shares; 2025Q1: 6,812 shares; 2025Q2: 6,812 shares; 2025Q3: 6,812 shares; 2025Q4: 7,487 shares; 2026Q1: 6,812 shares 6,812 $346K 0.03% -675 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,691 shares; 2024Q4: 4,692 shares; 2025Q1: 4,683 shares; 2025Q2: 4,641 shares; 2025Q3: 4,412 shares; 2025Q4: 4,414 shares; 2026Q1: 4,415 shares 4,415 $320K 0.03% +1 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,987 shares; 2024Q4: 2,987 shares; 2025Q1: 2,987 shares; 2025Q2: 2,987 shares; 2025Q3: 2,987 shares; 2025Q4: 2,987 shares; 2026Q1: 2,987 shares 2,987 $317K 0.03% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,921 shares; 2024Q4: 1,865 shares; 2025Q1: 1,782 shares; 2025Q2: 1,706 shares; 2025Q3: 1,706 shares; 2025Q4: 1,706 shares; 2026Q1: 1,753 shares 1,753 $316K 0.03% +47 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 979 shares; 2025Q1: 973 shares; 2025Q2: 973 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: 905 shares 905 $312K 0.03% 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 reported; 2024Q4: not reported; 2025Q1: 10,937 shares; 2025Q2: 3,853 shares; 2025Q3: 3,853 shares; 2025Q4: 3,853 shares; 2026Q1: 3,853 shares 3,853 $307K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,366 shares; 2024Q4: 8,366 shares; 2025Q1: 8,366 shares; 2025Q2: 8,366 shares; 2025Q3: 6,102 shares; 2025Q4: 6,102 shares; 2026Q1: 8,157 shares 8,157 $304K 0.03% +2,055 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: 1,639 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,509 shares; 2025Q3: 1,154 shares; 2025Q4: 1,154 shares; 2026Q1: 1,165 shares 1,165 $303K 0.03% +11 Timeline SHYD 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: 16,614 shares; 2024Q4: 13,858 shares; 2025Q1: 13,858 shares; 2025Q2: 13,067 shares; 2025Q3: 13,067 shares; 2025Q4: 13,381 shares; 2026Q1: 13,381 shares 13,381 $303K 0.03% 0 Timeline AMLP 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: 5,428 shares; 2024Q4: 5,428 shares; 2025Q1: 5,468 shares; 2025Q2: 5,568 shares; 2025Q3: 5,568 shares; 2025Q4: 5,568 shares; 2026Q1: 5,714 shares 5,714 $301K 0.03% +146 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: 11,025 shares; 2024Q4: 10,176 shares; 2025Q1: 10,067 shares; 2025Q2: 10,050 shares; 2025Q3: 10,050 shares; 2025Q4: 9,992 shares; 2026Q1: 10,335 shares 10,335 $300K 0.03% +343 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,456 shares; 2025Q3: 2,456 shares; 2025Q4: 4,911 shares; 2026Q1: 4,911 shares 4,911 $300K 0.03% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 987 shares; 2024Q4: 990 shares; 2025Q1: 987 shares; 2025Q2: 937 shares; 2025Q3: not reported; 2025Q4: 837 shares; 2026Q1: 837 shares 837 $298K 0.03% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 1,026 shares; 2025Q2: 1,020 shares; 2025Q3: 1,079 shares; 2025Q4: 1,079 shares; 2026Q1: 1,061 shares 1,061 $296K 0.02% -18 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,000 shares; 2024Q4: 18,000 shares; 2025Q1: 18,000 shares; 2025Q2: 18,000 shares; 2025Q3: 18,000 shares; 2025Q4: 18,000 shares; 2026Q1: 18,000 shares 18,000 $291K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 999 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 999 shares; 2025Q3: 999 shares; 2025Q4: 999 shares; 2026Q1: 999 shares 999 $287K 0.02% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,120 shares; 2024Q4: 3,120 shares; 2025Q1: 3,120 shares; 2025Q2: 3,120 shares; 2025Q3: 3,120 shares; 2025Q4: 3,120 shares; 2026Q1: 3,120 shares 3,120 $285K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,965 shares; 2024Q4: 1,566 shares; 2025Q1: 1,372 shares; 2025Q2: 1,422 shares; 2025Q3: 1,422 shares; 2025Q4: 1,422 shares; 2026Q1: 1,422 shares 1,422 $283K 0.02% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,327 shares; 2024Q4: 1,938 shares; 2025Q1: 1,517 shares; 2025Q2: 1,403 shares; 2025Q3: 1,366 shares; 2025Q4: 1,114 shares; 2026Q1: 1,042 shares 1,042 $282K 0.02% -72 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: 1,480 shares; 2024Q4: 1,458 shares; 2025Q1: 1,448 shares; 2025Q2: 1,434 shares; 2025Q3: 1,444 shares; 2025Q4: 1,446 shares; 2026Q1: 1,332 shares 1,332 $271K 0.02% -114 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,176 shares; 2024Q4: 1,163 shares; 2025Q1: 1,161 shares; 2025Q2: 1,161 shares; 2025Q3: 1,161 shares; 2025Q4: 1,096 shares; 2026Q1: 1,096 shares 1,096 $266K 0.02% 0 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: 1,931 shares; 2024Q4: 1,957 shares; 2025Q1: 1,958 shares; 2025Q2: 1,523 shares; 2025Q3: 1,639 shares; 2025Q4: 1,705 shares; 2026Q1: 1,789 shares 1,789 $263K 0.02% +84 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: 5,623 shares; 2024Q4: not reported; 2025Q1: 5,623 shares; 2025Q2: 5,623 shares; 2025Q3: 5,623 shares; 2025Q4: 5,623 shares; 2026Q1: 5,623 shares 5,623 $263K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,430 shares; 2024Q4: 1,292 shares; 2025Q1: 1,287 shares; 2025Q2: 1,287 shares; 2025Q3: 1,379 shares; 2025Q4: 1,379 shares; 2026Q1: 1,379 shares 1,379 $261K 0.02% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,851 shares; 2024Q4: 1,866 shares; 2025Q1: 1,866 shares; 2025Q2: 1,798 shares; 2025Q3: 2,060 shares; 2025Q4: 1,839 shares; 2026Q1: 1,789 shares 1,789 $261K 0.02% -50 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,472 shares; 2025Q3: 2,472 shares; 2025Q4: 4,943 shares; 2026Q1: 4,943 shares 4,943 $256K 0.02% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP 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: 2,394 shares; 2025Q3: 2,394 shares; 2025Q4: 2,394 shares; 2026Q1: 2,474 shares 2,474 $253K 0.02% +80 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,554 shares; 2025Q4: 1,554 shares; 2026Q1: 1,564 shares 1,564 $250K 0.02% +10 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 909 shares; 2024Q4: 913 shares; 2025Q1: 910 shares; 2025Q2: 910 shares; 2025Q3: 910 shares; 2025Q4: 910 shares; 2026Q1: 920 shares 920 $245K 0.02% +10 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,358 shares; 2024Q4: 2,358 shares; 2025Q1: 2,358 shares; 2025Q2: 2,358 shares; 2025Q3: 2,358 shares; 2025Q4: 2,358 shares; 2026Q1: 2,358 shares 2,358 $243K 0.02% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,000 shares; 2025Q1: not reported; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $237K 0.02% 0 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 reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $233K 0.02% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,184 shares; 2024Q4: 677 shares; 2025Q1: 677 shares; 2025Q2: 688 shares; 2025Q3: 677 shares; 2025Q4: 674 shares; 2026Q1: 625 shares 625 $224K 0.02% -49 Timeline COR CENCORA INC More: the full row for CENCORA 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: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $224K 0.02% 0 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: 443 shares; 2024Q4: 444 shares; 2025Q1: 444 shares; 2025Q2: 443 shares; 2025Q3: not reported; 2025Q4: 443 shares; 2026Q1: 484 shares 484 $223K 0.02% +41 Timeline BBCA 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: 3,033 shares; 2024Q4: 3,065 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,369 shares; 2025Q4: 2,369 shares; 2026Q1: 2,369 shares 2,369 $223K 0.02% 0 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: 3,244 shares; 2024Q4: 2,330 shares; 2025Q1: 2,317 shares; 2025Q2: 2,331 shares; 2025Q3: 2,304 shares; 2025Q4: not reported; 2026Q1: 1,802 shares 1,802 $218K 0.02% new Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,618 shares; 2024Q4: 8,618 shares; 2025Q1: 5,170 shares; 2025Q2: 2,598 shares; 2025Q3: 2,598 shares; 2025Q4: 2,675 shares; 2026Q1: 2,598 shares 2,598 $214K 0.02% -77 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: 832 shares 832 $214K 0.02% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,170 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,170 shares; 2025Q4: 1,170 shares; 2026Q1: 1,170 shares 1,170 $213K 0.02% 0 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: 1,990 shares; 2024Q4: 2,010 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,776 shares; 2026Q1: 1,779 shares 1,779 $211K 0.02% +3 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,077 shares; 2025Q4: 3,083 shares; 2026Q1: 3,092 shares 3,092 $211K 0.02% +9 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,400 shares; 2024Q4: 5,334 shares; 2025Q1: 5,271 shares; 2025Q2: 5,280 shares; 2025Q3: 5,289 shares; 2025Q4: 2,099 shares; 2026Q1: 1,674 shares 1,674 $208K 0.02% -425 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,050 shares; 2024Q4: 1,050 shares; 2025Q1: not reported; 2025Q2: 1,050 shares; 2025Q3: 1,050 shares; 2025Q4: 1,050 shares; 2026Q1: 1,050 shares 1,050 $207K 0.02% 0 Timeline ISTB 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: 4,134 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,193 shares 4,193 $203K 0.02% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,094 shares; 2024Q4: 14,159 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,634 shares 10,634 $192K 0.02% new Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,685 shares; 2024Q4: 20,462 shares; 2025Q1: 20,462 shares; 2025Q2: 20,462 shares; 2025Q3: 20,462 shares; 2025Q4: 18,533 shares; 2026Q1: 16,243 shares 16,243 $172K 0.01% -2,290 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,628 shares 10,628 $116K 0.01% new Timeline LWLG LIGHTWAVE LOGIC INC More: the full row for LIGHTWAVE LOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,775 shares; 2025Q2: 10,775 shares; 2025Q3: 10,775 shares; 2025Q4: not reported; 2026Q1: 10,775 shares 10,775 $75.7K 0.01% new Timeline