JQUA 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: restricted; 2024Q4: 296,798 shares; 2025Q1: 340,111 shares; 2025Q2: 350,961 shares; 2025Q3: 371,997 shares; 2025Q4: 414,268 shares; 2026Q1: 439,064 shares 439,064 $26.9M 3.61% +24,796 Timeline MGV 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: restricted; 2024Q4: 75,929 shares; 2025Q1: 102,621 shares; 2025Q2: 107,168 shares; 2025Q3: 131,134 shares; 2025Q4: 146,115 shares; 2026Q1: 156,391 shares 156,391 $22.7M 3.04% +10,276 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: restricted; 2024Q4: 84,592 shares; 2025Q1: 87,873 shares; 2025Q2: 87,734 shares; 2025Q3: 85,246 shares; 2025Q4: 83,581 shares; 2026Q1: 88,115 shares 88,115 $22.4M 2.99% +4,534 Timeline PRF 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: restricted; 2024Q4: 458,038 shares; 2025Q1: 484,001 shares; 2025Q2: 497,035 shares; 2025Q3: 510,273 shares; 2025Q4: 449,211 shares; 2026Q1: 449,867 shares 449,867 $21.4M 2.86% +656 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: restricted; 2024Q4: 31,665 shares; 2025Q1: 36,736 shares; 2025Q2: 37,059 shares; 2025Q3: 38,154 shares; 2025Q4: 43,395 shares; 2026Q1: 47,039 shares 47,039 $20.1M 2.69% +3,644 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: restricted; 2024Q4: 89,757 shares; 2025Q1: 95,501 shares; 2025Q2: 97,977 shares; 2025Q3: 97,201 shares; 2025Q4: 97,397 shares; 2026Q1: 98,261 shares 98,261 $18.9M 2.53% +864 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: restricted; 2024Q4: 21,486 shares; 2025Q1: 24,134 shares; 2025Q2: 23,944 shares; 2025Q3: 24,643 shares; 2025Q4: 24,854 shares; 2026Q1: 25,795 shares 25,795 $16.8M 2.26% +941 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 180,200 shares; 2025Q1: 229,230 shares; 2025Q2: 215,491 shares; 2025Q3: 256,334 shares; 2025Q4: 303,141 shares; 2026Q1: 301,164 shares 301,164 $15.6M 2.09% -1,977 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: restricted; 2024Q4: 76,853 shares; 2025Q1: 81,677 shares; 2025Q2: 82,971 shares; 2025Q3: 75,814 shares; 2025Q4: 76,516 shares; 2026Q1: 75,835 shares 75,835 $14.9M 1.99% -681 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 208,471 shares; 2025Q1: 219,540 shares; 2025Q2: 223,802 shares; 2025Q3: 257,871 shares; 2025Q4: 279,229 shares; 2026Q1: 294,832 shares 294,832 $13.6M 1.83% +15,603 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: restricted; 2024Q4: 61,982 shares; 2025Q1: 63,669 shares; 2025Q2: 68,456 shares; 2025Q3: 66,689 shares; 2025Q4: 62,239 shares; 2026Q1: 61,253 shares 61,253 $13.1M 1.75% -986 Timeline PYLD 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: restricted; 2024Q4: 82,659 shares; 2025Q1: 169,793 shares; 2025Q2: 218,635 shares; 2025Q3: 346,511 shares; 2025Q4: 398,374 shares; 2026Q1: 426,503 shares 426,503 $11.2M 1.5% +28,129 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: restricted; 2024Q4: 18,698 shares; 2025Q1: 22,234 shares; 2025Q2: 22,053 shares; 2025Q3: 21,350 shares; 2025Q4: 21,350 shares; 2026Q1: 28,705 shares 28,705 $10.6M 1.42% +7,355 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: restricted; 2024Q4: 13,146 shares; 2025Q1: 17,965 shares; 2025Q2: 17,546 shares; 2025Q3: 17,806 shares; 2025Q4: 16,084 shares; 2026Q1: 16,282 shares 16,282 $9.73M 1.3% +198 Timeline FALN 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: restricted; 2024Q4: 319,604 shares; 2025Q1: 347,993 shares; 2025Q2: 348,772 shares; 2025Q3: 363,090 shares; 2025Q4: 341,816 shares; 2026Q1: 359,635 shares 359,635 $9.61M 1.29% +17,819 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: restricted; 2024Q4: 88,271 shares; 2025Q1: 102,411 shares; 2025Q2: 102,336 shares; 2025Q3: 99,382 shares; 2025Q4: 84,396 shares; 2026Q1: 89,089 shares 89,089 $8.72M 1.17% +4,693 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: restricted; 2024Q4: 21,397 shares; 2025Q1: 66,348 shares; 2025Q2: 80,976 shares; 2025Q3: 118,142 shares; 2025Q4: 268,056 shares; 2026Q1: 308,870 shares 308,870 $8.6M 1.15% +40,814 Timeline PXF 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: restricted; 2024Q4: 72,861 shares; 2025Q1: 76,268 shares; 2025Q2: 76,931 shares; 2025Q3: 81,764 shares; 2025Q4: 112,767 shares; 2026Q1: 117,448 shares 117,448 $8.21M 1.1% +4,681 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: restricted; 2024Q4: 126,294 shares; 2025Q1: 124,945 shares; 2025Q2: 122,547 shares; 2025Q3: 122,261 shares; 2025Q4: 160,836 shares; 2026Q1: 174,455 shares 174,455 $8.09M 1.08% +13,619 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 57,027 shares; 2025Q1: 87,018 shares; 2025Q2: 94,737 shares; 2025Q3: 131,582 shares; 2025Q4: 173,670 shares; 2026Q1: 176,984 shares 176,984 $7.97M 1.07% +3,314 Timeline IPKW 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: restricted; 2024Q4: 5,976 shares; 2025Q1: 45,477 shares; 2025Q2: 84,346 shares; 2025Q3: 112,637 shares; 2025Q4: 129,163 shares; 2026Q1: 141,409 shares 141,409 $7.96M 1.07% +12,246 Timeline XSHQ 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: restricted; 2024Q4: 177,554 shares; 2025Q1: 205,198 shares; 2025Q2: 191,423 shares; 2025Q3: 206,216 shares; 2025Q4: 204,368 shares; 2026Q1: 177,110 shares 177,110 $7.47M 1% -27,258 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: restricted; 2024Q4: 205,207 shares; 2025Q1: 206,899 shares; 2025Q2: 183,340 shares; 2025Q3: 171,347 shares; 2025Q4: 169,312 shares; 2026Q1: 168,362 shares 168,362 $6.87M 0.92% -950 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: restricted; 2024Q4: 15,061 shares; 2025Q1: 15,774 shares; 2025Q2: 17,497 shares; 2025Q3: 17,446 shares; 2025Q4: 18,677 shares; 2026Q1: 18,954 shares 18,954 $6.76M 0.9% +277 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,330 shares; 2025Q1: 95,688 shares; 2025Q2: 100,816 shares; 2025Q3: 110,591 shares; 2025Q4: 121,802 shares; 2026Q1: 127,656 shares 127,656 $6.38M 0.85% +5,854 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: restricted; 2024Q4: 22,977 shares; 2025Q1: 28,484 shares; 2025Q2: 28,809 shares; 2025Q3: 29,217 shares; 2025Q4: 29,051 shares; 2026Q1: 30,088 shares 30,088 $6.27M 0.84% +1,037 Timeline SPBO 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: restricted; 2024Q4: 120,978 shares; 2025Q1: 143,212 shares; 2025Q2: 125,290 shares; 2025Q3: 167,865 shares; 2025Q4: 200,119 shares; 2026Q1: 212,279 shares 212,279 $6.16M 0.83% +12,160 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: restricted; 2024Q4: 22,886 shares; 2025Q1: 25,646 shares; 2025Q2: 28,087 shares; 2025Q3: 27,679 shares; 2025Q4: 27,811 shares; 2026Q1: 29,323 shares 29,323 $5.62M 0.75% +1,512 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 33,489 shares; 2025Q2: 59,069 shares; 2025Q3: 68,632 shares; 2025Q4: 85,919 shares; 2026Q1: 112,595 shares 112,595 $5.57M 0.75% +26,676 Timeline DIVB 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: restricted; 2024Q4: 55,492 shares; 2025Q1: 63,606 shares; 2025Q2: 82,823 shares; 2025Q3: 97,348 shares; 2025Q4: 99,949 shares; 2026Q1: 102,567 shares 102,567 $5.53M 0.74% +2,618 Timeline DFEV 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: restricted; 2024Q4: 150,034 shares; 2025Q1: 156,489 shares; 2025Q2: 149,737 shares; 2025Q3: 147,581 shares; 2025Q4: 150,161 shares; 2026Q1: 154,294 shares 154,294 $5.52M 0.74% +4,133 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 118,541 shares; 2025Q1: 128,030 shares; 2025Q2: 98,757 shares; 2025Q3: 90,015 shares; 2025Q4: 74,490 shares; 2026Q1: 71,179 shares 71,179 $5.37M 0.72% -3,311 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: restricted; 2024Q4: 32,941 shares; 2025Q1: 36,233 shares; 2025Q2: 33,678 shares; 2025Q3: 31,686 shares; 2025Q4: 30,403 shares; 2026Q1: 30,770 shares 30,770 $5.37M 0.72% +367 Timeline EZM 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: restricted; 2024Q4: 81,113 shares; 2025Q1: 89,242 shares; 2025Q2: 91,652 shares; 2025Q3: 94,262 shares; 2025Q4: 80,120 shares; 2026Q1: 79,810 shares 79,810 $5.36M 0.72% -310 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,401 shares; 2025Q1: 12,617 shares; 2025Q2: 12,642 shares; 2025Q3: 12,542 shares; 2025Q4: 12,767 shares; 2026Q1: 12,642 shares 12,642 $5.27M 0.71% -125 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: restricted; 2024Q4: 100,758 shares; 2025Q1: 122,501 shares; 2025Q2: 119,753 shares; 2025Q3: 136,238 shares; 2025Q4: 100,861 shares; 2026Q1: 99,746 shares 99,746 $5.26M 0.7% -1,115 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: restricted; 2024Q4: 10,790 shares; 2025Q1: 16,680 shares; 2025Q2: 16,904 shares; 2025Q3: 16,968 shares; 2025Q4: 16,754 shares; 2026Q1: 16,793 shares 16,793 $4.82M 0.65% +39 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: restricted; 2024Q4: 29,187 shares; 2025Q1: 29,163 shares; 2025Q2: 28,636 shares; 2025Q3: 27,565 shares; 2025Q4: 27,886 shares; 2026Q1: 32,011 shares 32,011 $4.71M 0.63% +4,125 Timeline IUSV 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: restricted; 2024Q4: 50,159 shares; 2025Q1: 50,579 shares; 2025Q2: 50,506 shares; 2025Q3: 48,098 shares; 2025Q4: 46,679 shares; 2026Q1: 45,720 shares 45,720 $4.67M 0.63% -959 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,633 shares; 2025Q1: 33,256 shares; 2025Q2: 34,636 shares; 2025Q3: 45,744 shares; 2025Q4: 52,518 shares; 2026Q1: 57,837 shares 57,837 $4.66M 0.62% +5,319 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: restricted; 2024Q4: 34,721 shares; 2025Q1: 41,336 shares; 2025Q2: 42,065 shares; 2025Q3: 45,824 shares; 2025Q4: 41,115 shares; 2026Q1: 41,680 shares 41,680 $4.64M 0.62% +565 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: restricted; 2024Q4: 25,578 shares; 2025Q1: 28,616 shares; 2025Q2: 26,266 shares; 2025Q3: 26,190 shares; 2025Q4: 26,025 shares; 2026Q1: 27,348 shares 27,348 $4.64M 0.62% +1,323 Timeline DFAI 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: restricted; 2024Q4: 21,976 shares; 2025Q1: 29,279 shares; 2025Q2: 36,572 shares; 2025Q3: 46,907 shares; 2025Q4: 105,313 shares; 2026Q1: 118,401 shares 118,401 $4.61M 0.62% +13,088 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: restricted; 2024Q4: 7,177 shares; 2025Q1: 8,047 shares; 2025Q2: 8,169 shares; 2025Q3: 7,972 shares; 2025Q4: 7,504 shares; 2026Q1: 7,432 shares 7,432 $4.58M 0.61% -72 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: restricted; 2024Q4: 65,268 shares; 2025Q1: 65,966 shares; 2025Q2: 67,400 shares; 2025Q3: 64,721 shares; 2025Q4: 65,495 shares; 2026Q1: 67,196 shares 67,196 $4.54M 0.61% +1,701 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 29,473 shares; 2025Q2: 57,722 shares; 2025Q3: 66,451 shares; 2025Q4: 115,560 shares; 2026Q1: 121,146 shares 121,146 $4.2M 0.56% +5,586 Timeline IGIB 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: restricted; 2024Q4: 85,920 shares; 2025Q1: 84,898 shares; 2025Q2: 86,526 shares; 2025Q3: 76,821 shares; 2025Q4: 76,136 shares; 2026Q1: 78,030 shares 78,030 $4.15M 0.56% +1,894 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: restricted; 2024Q4: 11,057 shares; 2025Q1: 13,917 shares; 2025Q2: 13,939 shares; 2025Q3: 13,903 shares; 2025Q4: 13,923 shares; 2026Q1: 13,952 shares 13,952 $4.1M 0.55% +29 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: restricted; 2024Q4: 5,639 shares; 2025Q1: 5,681 shares; 2025Q2: 5,675 shares; 2025Q3: 5,208 shares; 2025Q4: 5,265 shares; 2026Q1: 6,187 shares 6,187 $4.02M 0.54% +922 Timeline XMMO 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: restricted; 2024Q4: not reported; 2025Q1: 3,174 shares; 2025Q2: 6,877 shares; 2025Q3: 9,734 shares; 2025Q4: 22,869 shares; 2026Q1: 26,284 shares 26,284 $3.81M 0.51% +3,415 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,784 shares; 2025Q1: 8,970 shares; 2025Q2: 9,379 shares; 2025Q3: 9,165 shares; 2025Q4: 10,005 shares; 2026Q1: 10,349 shares 10,349 $3.8M 0.51% +344 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: restricted; 2024Q4: 6,415 shares; 2025Q1: 6,557 shares; 2025Q2: 6,533 shares; 2025Q3: 7,637 shares; 2025Q4: 7,626 shares; 2026Q1: 7,632 shares 7,632 $3.66M 0.49% +6 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: restricted; 2024Q4: 44,209 shares; 2025Q1: 47,114 shares; 2025Q2: 47,883 shares; 2025Q3: 45,201 shares; 2025Q4: 42,760 shares; 2026Q1: 44,146 shares 44,146 $3.65M 0.49% +1,386 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: restricted; 2024Q4: 26,049 shares; 2025Q1: 26,937 shares; 2025Q2: 26,870 shares; 2025Q3: 26,029 shares; 2025Q4: 26,631 shares; 2026Q1: 27,659 shares 27,659 $3.44M 0.46% +1,028 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: restricted; 2024Q4: 23,324 shares; 2025Q1: 26,368 shares; 2025Q2: 26,691 shares; 2025Q3: 26,355 shares; 2025Q4: 26,138 shares; 2026Q1: 29,965 shares 29,965 $3.39M 0.45% +3,827 Timeline SPSM 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: restricted; 2024Q4: 70,500 shares; 2025Q1: 82,817 shares; 2025Q2: 74,496 shares; 2025Q3: 65,669 shares; 2025Q4: 66,316 shares; 2026Q1: 67,056 shares 67,056 $3.24M 0.43% +740 Timeline DFAE 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: restricted; 2024Q4: 86,316 shares; 2025Q1: 92,184 shares; 2025Q2: 91,717 shares; 2025Q3: 97,030 shares; 2025Q4: 91,284 shares; 2026Q1: 94,385 shares 94,385 $3.2M 0.43% +3,101 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: restricted; 2024Q4: 24,905 shares; 2025Q1: 24,344 shares; 2025Q2: 25,050 shares; 2025Q3: 29,296 shares; 2025Q4: 28,522 shares; 2026Q1: 28,642 shares 28,642 $2.96M 0.4% +120 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,524 shares; 2025Q1: 41,300 shares; 2025Q2: 38,051 shares; 2025Q3: 41,867 shares; 2025Q4: 54,295 shares; 2026Q1: 58,979 shares 58,979 $2.95M 0.39% +4,684 Timeline SPIB 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: restricted; 2024Q4: 60,050 shares; 2025Q1: 58,558 shares; 2025Q2: 59,363 shares; 2025Q3: 62,761 shares; 2025Q4: 83,610 shares; 2026Q1: 87,379 shares 87,379 $2.93M 0.39% +3,769 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 31,844 shares; 2025Q1: 34,077 shares; 2025Q2: 34,191 shares; 2025Q3: 31,744 shares; 2025Q4: 34,626 shares; 2026Q1: 35,770 shares 35,770 $2.84M 0.38% +1,144 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: restricted; 2024Q4: 8,595 shares; 2025Q1: 9,403 shares; 2025Q2: 9,595 shares; 2025Q3: 9,758 shares; 2025Q4: 9,748 shares; 2026Q1: 9,815 shares 9,815 $2.82M 0.38% +67 Timeline SPGP 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: restricted; 2024Q4: 40,014 shares; 2025Q1: 39,918 shares; 2025Q2: 32,471 shares; 2025Q3: 29,716 shares; 2025Q4: 27,732 shares; 2026Q1: 25,755 shares 25,755 $2.77M 0.37% -1,977 Timeline PKW 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: restricted; 2024Q4: 16,928 shares; 2025Q1: 17,844 shares; 2025Q2: 20,762 shares; 2025Q3: 20,172 shares; 2025Q4: 20,500 shares; 2026Q1: 21,089 shares 21,089 $2.77M 0.37% +589 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: restricted; 2024Q4: 5,933 shares; 2025Q1: 13,339 shares; 2025Q2: 10,610 shares; 2025Q3: 13,301 shares; 2025Q4: 40,779 shares; 2026Q1: 46,406 shares 46,406 $2.75M 0.37% +5,627 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: restricted; 2024Q4: 54,003 shares; 2025Q1: 54,301 shares; 2025Q2: 55,154 shares; 2025Q3: 50,564 shares; 2025Q4: 49,592 shares; 2026Q1: 48,194 shares 48,194 $2.73M 0.37% -1,398 Timeline PRFZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 51,579 shares; 2025Q3: 52,128 shares; 2025Q4: 55,659 shares; 2026Q1: 58,377 shares 58,377 $2.68M 0.36% +2,718 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: restricted; 2024Q4: 2,438 shares; 2025Q1: 2,447 shares; 2025Q2: 2,774 shares; 2025Q3: 2,621 shares; 2025Q4: 2,606 shares; 2026Q1: 4,611 shares 4,611 $2.66M 0.36% +2,005 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: restricted; 2024Q4: not reported; 2025Q1: 16,721 shares; 2025Q2: 66,364 shares; 2025Q3: 66,919 shares; 2025Q4: 76,782 shares; 2026Q1: 81,891 shares 81,891 $2.66M 0.36% +5,109 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 90,678 shares; 2025Q1: 123,845 shares; 2025Q2: 143,601 shares; 2025Q3: 194,398 shares; 2025Q4: 213,392 shares; 2026Q1: 226,216 shares 226,216 $2.62M 0.35% +12,824 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: restricted; 2024Q4: 30,290 shares; 2025Q1: 36,930 shares; 2025Q2: 36,174 shares; 2025Q3: 40,098 shares; 2025Q4: 30,650 shares; 2026Q1: 32,375 shares 32,375 $2.54M 0.34% +1,725 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: restricted; 2024Q4: 2,881 shares; 2025Q1: 2,930 shares; 2025Q2: 2,817 shares; 2025Q3: 2,802 shares; 2025Q4: 2,748 shares; 2026Q1: 2,737 shares 2,737 $2.52M 0.34% -11 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: restricted; 2024Q4: 29,282 shares; 2025Q1: 28,992 shares; 2025Q2: 27,835 shares; 2025Q3: 26,431 shares; 2025Q4: 28,506 shares; 2026Q1: 28,402 shares 28,402 $2.51M 0.34% -104 Timeline IDHQ 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: restricted; 2024Q4: 74,956 shares; 2025Q1: 73,872 shares; 2025Q2: 73,842 shares; 2025Q3: 68,251 shares; 2025Q4: 66,964 shares; 2026Q1: 65,988 shares 65,988 $2.33M 0.31% -976 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: restricted; 2024Q4: 6,732 shares; 2025Q1: 6,782 shares; 2025Q2: 6,778 shares; 2025Q3: 6,778 shares; 2025Q4: 6,778 shares; 2026Q1: 6,778 shares 6,778 $2.33M 0.31% 0 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: restricted; 2024Q4: 23,834 shares; 2025Q1: 29,179 shares; 2025Q2: 28,718 shares; 2025Q3: 28,868 shares; 2025Q4: 29,597 shares; 2026Q1: 30,639 shares 30,639 $2.28M 0.31% +1,042 Timeline XBI 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: restricted; 2024Q4: 5,266 shares; 2025Q1: 4,093 shares; 2025Q2: 11,161 shares; 2025Q3: 14,887 shares; 2025Q4: 16,771 shares; 2026Q1: 17,247 shares 17,247 $2.2M 0.29% +476 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: restricted; 2024Q4: 21,603 shares; 2025Q1: 21,473 shares; 2025Q2: 23,146 shares; 2025Q3: 20,050 shares; 2025Q4: 20,469 shares; 2026Q1: 20,738 shares 20,738 $2.2M 0.29% +269 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: restricted; 2024Q4: 16,123 shares; 2025Q1: 16,276 shares; 2025Q2: 16,517 shares; 2025Q3: 16,263 shares; 2025Q4: 16,396 shares; 2026Q1: 16,513 shares 16,513 $2.19M 0.29% +117 Timeline FESM 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 26,684 shares; 2026Q1: 57,407 shares 57,407 $2.18M 0.29% +30,723 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: restricted; 2024Q4: 7,545 shares; 2025Q1: 7,678 shares; 2025Q2: 7,678 shares; 2025Q3: 7,579 shares; 2025Q4: 7,590 shares; 2026Q1: 7,594 shares 7,594 $2.15M 0.29% +4 Timeline BIV 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: restricted; 2024Q4: 25,751 shares; 2025Q1: 25,419 shares; 2025Q2: 26,095 shares; 2025Q3: 26,342 shares; 2025Q4: 26,405 shares; 2026Q1: 27,834 shares 27,834 $2.15M 0.29% +1,429 Timeline FENI 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: restricted; 2024Q4: 33,079 shares; 2025Q1: 35,888 shares; 2025Q2: 39,677 shares; 2025Q3: 43,116 shares; 2025Q4: 51,771 shares; 2026Q1: 56,314 shares 56,314 $2.09M 0.28% +4,543 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: restricted; 2024Q4: 16,677 shares; 2025Q1: 15,343 shares; 2025Q2: 21,685 shares; 2025Q3: 34,849 shares; 2025Q4: 38,770 shares; 2026Q1: 39,129 shares 39,129 $2.04M 0.27% +359 Timeline RPV 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: restricted; 2024Q4: 18,542 shares; 2025Q1: 19,076 shares; 2025Q2: 20,072 shares; 2025Q3: 18,843 shares; 2025Q4: 18,674 shares; 2026Q1: 18,452 shares 18,452 $1.98M 0.27% -222 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: restricted; 2024Q4: 3,166 shares; 2025Q1: 3,374 shares; 2025Q2: 3,337 shares; 2025Q3: 3,254 shares; 2025Q4: 3,243 shares; 2026Q1: 3,447 shares 3,447 $1.97M 0.26% +204 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,388 shares; 2025Q1: 18,299 shares; 2025Q2: 17,466 shares; 2025Q3: 17,341 shares; 2025Q4: 17,053 shares; 2026Q1: 17,230 shares 17,230 $1.95M 0.26% +177 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: restricted; 2024Q4: 37,907 shares; 2025Q1: 36,884 shares; 2025Q2: 40,913 shares; 2025Q3: 40,619 shares; 2025Q4: 39,933 shares; 2026Q1: 39,879 shares 39,879 $1.94M 0.26% -54 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 73,181 shares; 2025Q1: 76,325 shares; 2025Q2: 79,670 shares; 2025Q3: 71,967 shares; 2025Q4: 70,422 shares; 2026Q1: 68,126 shares 68,126 $1.91M 0.26% -2,296 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: restricted; 2024Q4: 15,008 shares; 2025Q1: 15,380 shares; 2025Q2: 15,435 shares; 2025Q3: 15,332 shares; 2025Q4: 15,340 shares; 2026Q1: 15,383 shares 15,383 $1.91M 0.26% +43 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: restricted; 2024Q4: 24,981 shares; 2025Q1: 28,300 shares; 2025Q2: 29,217 shares; 2025Q3: 29,339 shares; 2025Q4: 29,858 shares; 2026Q1: 29,711 shares 29,711 $1.9M 0.25% -147 Timeline DNL 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: restricted; 2024Q4: 84,530 shares; 2025Q1: 80,000 shares; 2025Q2: 59,711 shares; 2025Q3: 46,156 shares; 2025Q4: 45,760 shares; 2026Q1: 46,848 shares 46,848 $1.89M 0.25% +1,088 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,732 shares; 2025Q3: 43,125 shares; 2025Q4: 50,067 shares; 2026Q1: 54,703 shares 54,703 $1.89M 0.25% +4,636 Timeline ANGL 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: restricted; 2024Q4: 38,395 shares; 2025Q1: 45,483 shares; 2025Q2: 57,061 shares; 2025Q3: 72,041 shares; 2025Q4: 62,562 shares; 2026Q1: 65,593 shares 65,593 $1.88M 0.25% +3,031 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: restricted; 2024Q4: 25,145 shares; 2025Q1: 31,092 shares; 2025Q2: 35,877 shares; 2025Q3: 36,655 shares; 2025Q4: 45,299 shares; 2026Q1: 47,368 shares 47,368 $1.88M 0.25% +2,069 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: restricted; 2024Q4: 7,899 shares; 2025Q1: 8,137 shares; 2025Q2: 8,555 shares; 2025Q3: 8,323 shares; 2025Q4: 8,448 shares; 2026Q1: 8,441 shares 8,441 $1.83M 0.25% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,983 shares; 2025Q4: 31,898 shares; 2026Q1: 39,163 shares 39,163 $1.82M 0.24% +7,265 Timeline VIOO 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: restricted; 2024Q4: 13,924 shares; 2025Q1: 15,229 shares; 2025Q2: 14,759 shares; 2025Q3: 14,434 shares; 2025Q4: 14,784 shares; 2026Q1: 15,613 shares 15,613 $1.79M 0.24% +829 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: restricted; 2024Q4: 19,023 shares; 2025Q1: 19,348 shares; 2025Q2: 19,102 shares; 2025Q3: 19,214 shares; 2025Q4: 19,403 shares; 2026Q1: 19,516 shares 19,516 $1.78M 0.24% +113 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: restricted; 2024Q4: 4,362 shares; 2025Q1: 5,297 shares; 2025Q2: 5,276 shares; 2025Q3: 5,274 shares; 2025Q4: 5,405 shares; 2026Q1: 5,417 shares 5,417 $1.78M 0.24% +12 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: restricted; 2024Q4: 19,770 shares; 2025Q1: 19,218 shares; 2025Q2: 16,098 shares; 2025Q3: 16,180 shares; 2025Q4: 16,256 shares; 2026Q1: 16,618 shares 16,618 $1.76M 0.24% +362 Timeline BRTR BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 5,386 shares; 2025Q2: 26,425 shares; 2025Q3: 30,166 shares; 2025Q4: 31,302 shares; 2026Q1: 35,016 shares 35,016 $1.76M 0.24% +3,714 Timeline CLOI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,335 shares; 2025Q3: 36,953 shares; 2025Q4: 46,015 shares; 2026Q1: 32,745 shares 32,745 $1.73M 0.23% -13,270 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: restricted; 2024Q4: 3,154 shares; 2025Q1: 3,960 shares; 2025Q2: 3,918 shares; 2025Q3: 3,902 shares; 2025Q4: 3,912 shares; 2026Q1: 3,916 shares 3,916 $1.71M 0.23% +4 Timeline EWJ 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: restricted; 2024Q4: 7,550 shares; 2025Q1: 8,815 shares; 2025Q2: 10,086 shares; 2025Q3: 13,459 shares; 2025Q4: 15,616 shares; 2026Q1: 19,641 shares 19,641 $1.66M 0.22% +4,025 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: restricted; 2024Q4: 6,773 shares; 2025Q1: 6,711 shares; 2025Q2: 6,313 shares; 2025Q3: 6,256 shares; 2025Q4: 6,182 shares; 2026Q1: 6,741 shares 6,741 $1.65M 0.22% +559 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,999 shares; 2025Q1: 10,275 shares; 2025Q2: 12,260 shares; 2025Q3: 14,626 shares; 2025Q4: 14,528 shares; 2026Q1: 16,463 shares 16,463 $1.64M 0.22% +1,935 Timeline DTH 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: restricted; 2024Q4: 35,857 shares; 2025Q1: 33,664 shares; 2025Q2: 32,548 shares; 2025Q3: 29,785 shares; 2025Q4: 29,580 shares; 2026Q1: 30,002 shares 30,002 $1.62M 0.22% +422 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: restricted; 2024Q4: 3,339 shares; 2025Q1: 5,268 shares; 2025Q2: 5,309 shares; 2025Q3: 5,309 shares; 2025Q4: 5,306 shares; 2026Q1: 5,338 shares 5,338 $1.61M 0.22% +32 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: restricted; 2024Q4: 17,187 shares; 2025Q1: 20,035 shares; 2025Q2: 19,975 shares; 2025Q3: 19,792 shares; 2025Q4: 19,641 shares; 2026Q1: 19,606 shares 19,606 $1.56M 0.21% -35 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: restricted; 2024Q4: 4,669 shares; 2025Q1: 3,717 shares; 2025Q2: 3,681 shares; 2025Q3: 4,138 shares; 2025Q4: 4,176 shares; 2026Q1: 4,863 shares 4,863 $1.56M 0.21% +687 Timeline PAAA PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,537 shares; 2025Q3: 30,353 shares; 2025Q4: 36,684 shares; 2026Q1: 30,473 shares 30,473 $1.56M 0.21% -6,211 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 128,138 shares; 2025Q1: 103,325 shares; 2025Q2: 35,762 shares; 2025Q3: 41,204 shares; 2025Q4: 43,411 shares; 2026Q1: 30,906 shares 30,906 $1.56M 0.21% -12,505 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 101,518 shares; 2025Q1: 133,450 shares; 2025Q2: 142,101 shares; 2025Q3: 119,349 shares; 2025Q4: 137,041 shares; 2026Q1: 136,162 shares 136,162 $1.53M 0.2% -879 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: restricted; 2024Q4: 9,599 shares; 2025Q1: 12,612 shares; 2025Q2: 14,119 shares; 2025Q3: 14,838 shares; 2025Q4: 14,985 shares; 2026Q1: 16,420 shares 16,420 $1.53M 0.2% +1,435 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: restricted; 2024Q4: 1,781 shares; 2025Q1: 1,875 shares; 2025Q2: 1,875 shares; 2025Q3: 1,865 shares; 2025Q4: 1,757 shares; 2026Q1: 1,747 shares 1,747 $1.52M 0.2% -10 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: restricted; 2024Q4: 14,690 shares; 2025Q1: 14,459 shares; 2025Q2: 12,809 shares; 2025Q3: 12,189 shares; 2025Q4: 11,990 shares; 2026Q1: 12,415 shares 12,415 $1.49M 0.2% +425 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,778 shares; 2025Q1: 15,359 shares; 2025Q2: 26,395 shares; 2025Q3: 24,612 shares; 2025Q4: 25,160 shares; 2026Q1: 25,478 shares 25,478 $1.48M 0.2% +318 Timeline ISCF 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: restricted; 2024Q4: 15,729 shares; 2025Q1: 22,455 shares; 2025Q2: 22,531 shares; 2025Q3: 24,865 shares; 2025Q4: 31,057 shares; 2026Q1: 34,941 shares 34,941 $1.46M 0.2% +3,884 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: restricted; 2024Q4: 48,735 shares; 2025Q1: 50,577 shares; 2025Q2: 50,372 shares; 2025Q3: 49,340 shares; 2025Q4: 49,569 shares; 2026Q1: 49,523 shares 49,523 $1.44M 0.19% -46 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 78,894 shares; 2025Q1: 59,195 shares; 2025Q2: 74,731 shares; 2025Q3: 110,202 shares; 2025Q4: 114,118 shares; 2026Q1: 123,172 shares 123,172 $1.42M 0.19% +9,054 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,800 shares; 2025Q1: 3,125 shares; 2025Q2: 3,909 shares; 2025Q3: 3,907 shares; 2025Q4: 3,960 shares; 2026Q1: 3,959 shares 3,959 $1.42M 0.19% -1 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,589 shares; 2025Q1: 131,160 shares; 2025Q2: 89,998 shares; 2025Q3: 96,908 shares; 2025Q4: 120,517 shares; 2026Q1: 156,270 shares 156,270 $1.4M 0.19% +35,753 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: restricted; 2024Q4: 7,696 shares; 2025Q1: 8,858 shares; 2025Q2: 8,801 shares; 2025Q3: 8,792 shares; 2025Q4: 8,738 shares; 2026Q1: 8,766 shares 8,766 $1.4M 0.19% +28 Timeline SPHQ 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: restricted; 2024Q4: 11,308 shares; 2025Q1: 14,484 shares; 2025Q2: 16,986 shares; 2025Q3: 21,269 shares; 2025Q4: 18,099 shares; 2026Q1: 18,592 shares 18,592 $1.4M 0.19% +493 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 65,672 shares; 2025Q1: 49,231 shares; 2025Q2: 46,835 shares; 2025Q3: 42,300 shares; 2025Q4: 42,039 shares; 2026Q1: 43,046 shares 43,046 $1.39M 0.19% +1,007 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: restricted; 2024Q4: 5,021 shares; 2025Q1: 5,804 shares; 2025Q2: 6,020 shares; 2025Q3: 6,150 shares; 2025Q4: 6,048 shares; 2026Q1: 6,280 shares 6,280 $1.37M 0.18% +232 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: restricted; 2024Q4: 9,241 shares; 2025Q1: 26,497 shares; 2025Q2: 34,192 shares; 2025Q3: 34,832 shares; 2025Q4: 35,679 shares; 2026Q1: 35,589 shares 35,589 $1.36M 0.18% -90 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: restricted; 2024Q4: 7,864 shares; 2025Q1: 10,262 shares; 2025Q2: 11,457 shares; 2025Q3: 12,864 shares; 2025Q4: 15,330 shares; 2026Q1: 15,991 shares 15,991 $1.36M 0.18% +661 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,896 shares; 2025Q1: 64,338 shares; 2025Q2: 33,196 shares; 2025Q3: 39,801 shares; 2025Q4: 43,082 shares; 2026Q1: 54,621 shares 54,621 $1.35M 0.18% +11,539 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: restricted; 2024Q4: 1,698 shares; 2025Q1: 1,840 shares; 2025Q2: 1,913 shares; 2025Q3: 1,986 shares; 2025Q4: 1,954 shares; 2026Q1: 1,899 shares 1,899 $1.35M 0.18% -55 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: restricted; 2024Q4: 76,406 shares; 2025Q1: 76,255 shares; 2025Q2: 49,969 shares; 2025Q3: 55,060 shares; 2025Q4: 57,796 shares; 2026Q1: 59,106 shares 59,106 $1.34M 0.18% +1,310 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: restricted; 2024Q4: 4,475 shares; 2025Q1: 5,619 shares; 2025Q2: 5,473 shares; 2025Q3: 5,473 shares; 2025Q4: 5,488 shares; 2026Q1: 5,844 shares 5,844 $1.32M 0.18% +356 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: restricted; 2024Q4: 7,570 shares; 2025Q1: 8,000 shares; 2025Q2: 7,998 shares; 2025Q3: 7,946 shares; 2025Q4: 7,801 shares; 2026Q1: 7,752 shares 7,752 $1.28M 0.17% -49 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: restricted; 2024Q4: 12,222 shares; 2025Q1: 12,017 shares; 2025Q2: 12,769 shares; 2025Q3: 14,021 shares; 2025Q4: 13,278 shares; 2026Q1: 14,198 shares 14,198 $1.23M 0.16% +920 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,814 shares; 2025Q1: 15,341 shares; 2025Q2: 15,341 shares; 2025Q3: 15,331 shares; 2025Q4: 15,331 shares; 2026Q1: 15,231 shares 15,231 $1.22M 0.16% -100 Timeline MYN BLACKROCK MUNIYIELD N Y QUAL More: the full row for BLACKROCK MUNIYIELD N Y QUAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 55,377 shares; 2025Q1: 64,693 shares; 2025Q2: 69,272 shares; 2025Q3: 91,469 shares; 2025Q4: 110,041 shares; 2026Q1: 126,183 shares 126,183 $1.21M 0.16% +16,142 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: restricted; 2024Q4: 3,279 shares; 2025Q1: 4,766 shares; 2025Q2: 4,677 shares; 2025Q3: 4,514 shares; 2025Q4: 4,501 shares; 2026Q1: 4,896 shares 4,896 $1.19M 0.16% +395 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: restricted; 2024Q4: 23,698 shares; 2025Q1: 24,992 shares; 2025Q2: 25,685 shares; 2025Q3: 25,360 shares; 2025Q4: 25,069 shares; 2026Q1: 23,780 shares 23,780 $1.17M 0.16% -1,289 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: restricted; 2024Q4: 12,492 shares; 2025Q1: 13,361 shares; 2025Q2: 13,034 shares; 2025Q3: 12,984 shares; 2025Q4: 12,858 shares; 2026Q1: 12,963 shares 12,963 $1.17M 0.16% +105 Timeline XMVM 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: restricted; 2024Q4: 18,928 shares; 2025Q1: 22,306 shares; 2025Q2: 20,604 shares; 2025Q3: 18,857 shares; 2025Q4: 17,622 shares; 2026Q1: 17,983 shares 17,983 $1.17M 0.16% +361 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: restricted; 2024Q4: 46,182 shares; 2025Q1: 39,042 shares; 2025Q2: 22,447 shares; 2025Q3: 22,545 shares; 2025Q4: 23,378 shares; 2026Q1: 23,438 shares 23,438 $1.17M 0.16% +60 Timeline VSDM 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: restricted; 2024Q4: not reported; 2025Q1: 5,075 shares; 2025Q2: 4,387 shares; 2025Q3: 10,327 shares; 2025Q4: 12,931 shares; 2026Q1: 15,028 shares 15,028 $1.15M 0.15% +2,097 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,642 shares; 2025Q1: 1,705 shares; 2025Q2: 1,734 shares; 2025Q3: 1,897 shares; 2025Q4: 2,038 shares; 2026Q1: 2,018 shares 2,018 $1.14M 0.15% -20 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,074 shares; 2025Q1: 10,497 shares; 2025Q2: 12,149 shares; 2025Q3: 12,025 shares; 2025Q4: 11,643 shares; 2026Q1: 11,324 shares 11,324 $1.12M 0.15% -319 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: restricted; 2024Q4: 3,404 shares; 2025Q1: 4,387 shares; 2025Q2: 2,993 shares; 2025Q3: 5,740 shares; 2025Q4: 5,437 shares; 2026Q1: 5,372 shares 5,372 $1.11M 0.15% -65 Timeline XNXJX NUVEEN NEW JERSEY More: the full row for NUVEEN NEW JERSEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 139,586 shares; 2025Q1: 116,280 shares; 2025Q2: 106,216 shares; 2025Q3: 85,185 shares; 2025Q4: 90,349 shares; 2026Q1: 87,564 shares 87,564 $1.08M 0.14% -2,785 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,480 shares 5,480 $1.07M 0.14% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,394 shares; 2025Q1: 11,412 shares; 2025Q2: 10,924 shares; 2025Q3: 10,849 shares; 2025Q4: 10,881 shares; 2026Q1: 10,829 shares 10,829 $1.05M 0.14% -52 Timeline XSMO 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: restricted; 2024Q4: not reported; 2025Q1: 12,566 shares; 2025Q2: 13,541 shares; 2025Q3: 12,865 shares; 2025Q4: 13,688 shares; 2026Q1: 13,538 shares 13,538 $1.03M 0.14% -150 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: restricted; 2024Q4: 13,938 shares; 2025Q1: 13,892 shares; 2025Q2: 13,838 shares; 2025Q3: 12,439 shares; 2025Q4: 12,243 shares; 2026Q1: 13,019 shares 13,019 $1.02M 0.14% +776 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: restricted; 2024Q4: 9,074 shares; 2025Q1: 10,521 shares; 2025Q2: 11,237 shares; 2025Q3: 11,485 shares; 2025Q4: 9,879 shares; 2026Q1: 10,062 shares 10,062 $1.01M 0.14% +183 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: restricted; 2024Q4: 2,857 shares; 2025Q1: 5,245 shares; 2025Q2: 5,344 shares; 2025Q3: 5,344 shares; 2025Q4: 5,135 shares; 2026Q1: 5,221 shares 5,221 $1.01M 0.13% +86 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: restricted; 2024Q4: 4,084 shares; 2025Q1: 4,683 shares; 2025Q2: 4,698 shares; 2025Q3: 4,693 shares; 2025Q4: 4,686 shares; 2026Q1: 4,752 shares 4,752 $989K 0.13% +66 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: restricted; 2024Q4: 9,733 shares; 2025Q1: 9,654 shares; 2025Q2: 10,004 shares; 2025Q3: 9,991 shares; 2025Q4: 9,992 shares; 2026Q1: 9,950 shares 9,950 $967K 0.13% -42 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: restricted; 2024Q4: 6,444 shares; 2025Q1: 10,422 shares; 2025Q2: 11,045 shares; 2025Q3: 11,013 shares; 2025Q4: 11,213 shares; 2026Q1: 12,433 shares 12,433 $965K 0.13% +1,220 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: restricted; 2024Q4: 992 shares; 2025Q1: 1,129 shares; 2025Q2: 1,128 shares; 2025Q3: 978 shares; 2025Q4: 953 shares; 2026Q1: 958 shares 958 $955K 0.13% +5 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 22,660 shares; 2025Q1: 22,660 shares; 2025Q2: 22,660 shares; 2025Q3: 22,660 shares; 2025Q4: 22,660 shares; 2026Q1: 22,660 shares 22,660 $953K 0.13% 0 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: restricted; 2024Q4: 7,458 shares; 2025Q1: 8,955 shares; 2025Q2: 8,956 shares; 2025Q3: 8,959 shares; 2025Q4: 8,961 shares; 2026Q1: 9,745 shares 9,745 $941K 0.13% +784 Timeline FQAL 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,412 shares; 2026Q1: 12,842 shares 12,842 $932K 0.12% +2,430 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: restricted; 2024Q4: 2,943 shares; 2025Q1: 3,335 shares; 2025Q2: 3,765 shares; 2025Q3: 3,164 shares; 2025Q4: 3,248 shares; 2026Q1: 3,234 shares 3,234 $929K 0.12% -14 Timeline HELO 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: restricted; 2024Q4: 13,138 shares; 2025Q1: 17,304 shares; 2025Q2: 12,619 shares; 2025Q3: 14,330 shares; 2025Q4: 14,961 shares; 2026Q1: 14,502 shares 14,502 $927K 0.12% -459 Timeline XMHQ 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: restricted; 2024Q4: 11,172 shares; 2025Q1: 11,228 shares; 2025Q2: 10,142 shares; 2025Q3: 10,364 shares; 2025Q4: 8,976 shares; 2026Q1: 8,940 shares 8,940 $924K 0.12% -36 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,964 shares; 2025Q2: 9,646 shares; 2025Q3: 13,390 shares; 2025Q4: 21,577 shares; 2026Q1: 17,775 shares 17,775 $921K 0.12% -3,802 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: restricted; 2024Q4: 4,356 shares; 2025Q1: 4,172 shares; 2025Q2: 3,926 shares; 2025Q3: 3,925 shares; 2025Q4: 3,904 shares; 2026Q1: 3,892 shares 3,892 $920K 0.12% -12 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: restricted; 2024Q4: 2,457 shares; 2025Q1: 2,639 shares; 2025Q2: 2,739 shares; 2025Q3: 2,528 shares; 2025Q4: 2,476 shares; 2026Q1: 2,461 shares 2,461 $915K 0.12% -15 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: restricted; 2024Q4: 8,669 shares; 2025Q1: 14,837 shares; 2025Q2: 16,330 shares; 2025Q3: 16,604 shares; 2025Q4: 16,423 shares; 2026Q1: 18,172 shares 18,172 $912K 0.12% +1,749 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: restricted; 2024Q4: 42,573 shares; 2025Q1: 40,917 shares; 2025Q2: 40,011 shares; 2025Q3: 40,042 shares; 2025Q4: 40,494 shares; 2026Q1: 40,981 shares 40,981 $912K 0.12% +487 Timeline EQAL 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: restricted; 2024Q4: not reported; 2025Q1: 11,713 shares; 2025Q2: 8,360 shares; 2025Q3: 9,360 shares; 2025Q4: 13,386 shares; 2026Q1: 16,408 shares 16,408 $904K 0.12% +3,022 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: restricted; 2024Q4: 3,408 shares; 2025Q1: 3,409 shares; 2025Q2: 3,413 shares; 2025Q3: 3,376 shares; 2025Q4: 6,753 shares; 2026Q1: 6,754 shares 6,754 $898K 0.12% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,718 shares; 2025Q1: 10,482 shares; 2025Q2: 9,743 shares; 2025Q3: 9,791 shares; 2025Q4: 9,586 shares; 2026Q1: 9,300 shares 9,300 $896K 0.12% -286 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: restricted; 2024Q4: 2,721 shares; 2025Q1: 3,007 shares; 2025Q2: 3,020 shares; 2025Q3: 3,020 shares; 2025Q4: 2,991 shares; 2026Q1: 2,863 shares 2,863 $886K 0.12% -128 Timeline QLTY GMO ETF TRUST More: the full row for GMO ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,140 shares; 2025Q1: 12,143 shares; 2025Q2: 12,842 shares; 2025Q3: 12,962 shares; 2025Q4: 12,881 shares; 2026Q1: 24,449 shares 24,449 $885K 0.12% +11,568 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: restricted; 2024Q4: 5,134 shares; 2025Q1: 5,465 shares; 2025Q2: 3,406 shares; 2025Q3: 3,702 shares; 2025Q4: 3,523 shares; 2026Q1: 3,559 shares 3,559 $883K 0.12% +36 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,759 shares; 2025Q1: 1,786 shares; 2025Q2: 1,839 shares; 2025Q3: 1,961 shares; 2025Q4: 1,975 shares; 2026Q1: 1,962 shares 1,962 $876K 0.12% -13 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 11,330 shares; 2025Q1: 10,415 shares; 2025Q2: 14,680 shares; 2025Q3: 14,680 shares; 2025Q4: 14,808 shares; 2026Q1: 14,886 shares 14,886 $875K 0.12% +78 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: restricted; 2024Q4: 868 shares; 2025Q1: 878 shares; 2025Q2: 874 shares; 2025Q3: 852 shares; 2025Q4: 842 shares; 2026Q1: 1,027 shares 1,027 $869K 0.12% +185 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,480 shares; 2025Q1: 7,936 shares; 2025Q2: 7,573 shares; 2025Q3: 7,602 shares; 2025Q4: 7,631 shares; 2026Q1: 7,658 shares 7,658 $867K 0.12% +27 Timeline TIPX 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: restricted; 2024Q4: not reported; 2025Q1: 15,061 shares; 2025Q2: 27,242 shares; 2025Q3: 35,375 shares; 2025Q4: 36,067 shares; 2026Q1: 44,962 shares 44,962 $863K 0.12% +8,895 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: restricted; 2024Q4: 2,706 shares; 2025Q1: 2,704 shares; 2025Q2: 2,885 shares; 2025Q3: 2,879 shares; 2025Q4: 2,879 shares; 2026Q1: 2,879 shares 2,879 $860K 0.12% 0 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: restricted; 2024Q4: 14,656 shares; 2025Q1: 12,885 shares; 2025Q2: 12,621 shares; 2025Q3: 12,607 shares; 2025Q4: 13,253 shares; 2026Q1: 14,311 shares 14,311 $858K 0.11% +1,058 Timeline PFIG 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: restricted; 2024Q4: 30,877 shares; 2025Q1: 34,975 shares; 2025Q2: 38,555 shares; 2025Q3: 44,215 shares; 2025Q4: 32,532 shares; 2026Q1: 35,051 shares 35,051 $842K 0.11% +2,519 Timeline NUW NUVEEN AMT-FREE MUN VALUE FD More: the full row for NUVEEN AMT-FREE MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,175 shares; 2025Q1: 18,129 shares; 2025Q2: 51,557 shares; 2025Q3: 50,332 shares; 2025Q4: 51,335 shares; 2026Q1: 57,371 shares 57,371 $822K 0.11% +6,036 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,372 shares; 2025Q3: 3,530 shares; 2025Q4: 4,374 shares; 2026Q1: 5,071 shares 5,071 $814K 0.11% +697 Timeline IEF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,823 shares; 2025Q3: 5,964 shares; 2025Q4: 6,481 shares; 2026Q1: 8,494 shares 8,494 $811K 0.11% +2,013 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: restricted; 2024Q4: 25,401 shares; 2025Q1: 24,108 shares; 2025Q2: 23,699 shares; 2025Q3: 22,340 shares; 2025Q4: 22,296 shares; 2026Q1: 25,372 shares 25,372 $778K 0.1% +3,076 Timeline VLUE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,553 shares; 2025Q4: 4,586 shares; 2026Q1: 5,443 shares 5,443 $774K 0.1% +857 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: restricted; 2024Q4: 5,618 shares; 2025Q1: 4,985 shares; 2025Q2: 4,851 shares; 2025Q3: 4,827 shares; 2025Q4: 4,932 shares; 2026Q1: 5,207 shares 5,207 $759K 0.1% +275 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,344 shares; 2025Q1: 5,999 shares; 2025Q2: 6,025 shares; 2025Q3: 6,014 shares; 2025Q4: 6,003 shares; 2026Q1: 5,819 shares 5,819 $749K 0.1% -184 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: restricted; 2024Q4: 2,220 shares; 2025Q1: 2,319 shares; 2025Q2: 2,269 shares; 2025Q3: 2,269 shares; 2025Q4: 2,235 shares; 2026Q1: 2,213 shares 2,213 $748K 0.1% -22 Timeline VFMO VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,843 shares; 2026Q1: 3,750 shares 3,750 $739K 0.1% +907 Timeline GARP 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,122 shares; 2026Q1: 11,238 shares 11,238 $719K 0.1% +2,116 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: restricted; 2024Q4: 1,020 shares; 2025Q1: 1,363 shares; 2025Q2: 1,748 shares; 2025Q3: 1,909 shares; 2025Q4: 2,010 shares; 2026Q1: 2,039 shares 2,039 $717K 0.1% +29 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: restricted; 2024Q4: 2,949 shares; 2025Q1: 2,899 shares; 2025Q2: 3,170 shares; 2025Q3: 3,170 shares; 2025Q4: 3,152 shares; 2026Q1: 3,579 shares 3,579 $712K 0.1% +427 Timeline ATMP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 20,200 shares; 2025Q2: 20,700 shares; 2025Q3: 20,700 shares; 2025Q4: 20,700 shares; 2026Q1: 20,700 shares 20,700 $712K 0.1% 0 Timeline EWJV 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: restricted; 2024Q4: 6,644 shares; 2025Q1: 8,244 shares; 2025Q2: 8,919 shares; 2025Q3: 11,365 shares; 2025Q4: 13,177 shares; 2026Q1: 16,607 shares 16,607 $709K 0.09% +3,430 Timeline VCRM 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: restricted; 2024Q4: not reported; 2025Q1: 12,030 shares; 2025Q2: 13,163 shares; 2025Q3: 8,558 shares; 2025Q4: 9,247 shares; 2026Q1: 9,339 shares 9,339 $702K 0.09% +92 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: restricted; 2024Q4: 3,196 shares; 2025Q1: 3,464 shares; 2025Q2: 3,464 shares; 2025Q3: 3,476 shares; 2025Q4: 3,476 shares; 2026Q1: 4,276 shares 4,276 $692K 0.09% +800 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: restricted; 2024Q4: 653 shares; 2025Q1: 960 shares; 2025Q2: 598 shares; 2025Q3: 598 shares; 2025Q4: 578 shares; 2026Q1: 1,388 shares 1,388 $682K 0.09% +810 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,297 shares; 2025Q1: 15,072 shares; 2025Q2: 14,856 shares; 2025Q3: 13,155 shares; 2025Q4: 11,197 shares; 2026Q1: 15,341 shares 15,341 $677K 0.09% +4,144 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: restricted; 2024Q4: 5,790 shares; 2025Q1: 5,861 shares; 2025Q2: 5,861 shares; 2025Q3: 5,825 shares; 2025Q4: 5,631 shares; 2026Q1: 5,664 shares 5,664 $672K 0.09% +33 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: restricted; 2024Q4: 1,615 shares; 2025Q1: 2,123 shares; 2025Q2: 2,111 shares; 2025Q3: 2,054 shares; 2025Q4: 2,054 shares; 2026Q1: 2,044 shares 2,044 $672K 0.09% -10 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: restricted; 2024Q4: 547 shares; 2025Q1: 589 shares; 2025Q2: 589 shares; 2025Q3: 586 shares; 2025Q4: 5,860 shares; 2026Q1: 6,895 shares 6,895 $663K 0.09% +1,035 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,563 shares; 2025Q1: 52,709 shares; 2025Q2: 22,292 shares; 2025Q3: 25,647 shares; 2025Q4: 26,198 shares; 2026Q1: 45,687 shares 45,687 $656K 0.09% +19,489 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: restricted; 2024Q4: 2,450 shares; 2025Q1: 2,890 shares; 2025Q2: 2,353 shares; 2025Q3: 1,951 shares; 2025Q4: 1,948 shares; 2026Q1: 2,412 shares 2,412 $653K 0.09% +464 Timeline FSMD 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,182 shares; 2025Q3: 14,885 shares; 2025Q4: 14,758 shares; 2026Q1: 14,549 shares 14,549 $651K 0.09% -209 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: restricted; 2024Q4: 852 shares; 2025Q1: 1,926 shares; 2025Q2: 1,946 shares; 2025Q3: 1,901 shares; 2025Q4: 1,894 shares; 2026Q1: 3,455 shares 3,455 $645K 0.09% +1,561 Timeline SYSB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,230 shares 7,230 $643K 0.09% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,374 shares; 2025Q4: 54,926 shares; 2026Q1: 55,738 shares 55,738 $643K 0.09% +812 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,960 shares 6,960 $642K 0.09% 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: restricted; 2024Q4: 390 shares; 2025Q1: 439 shares; 2025Q2: 445 shares; 2025Q3: 489 shares; 2025Q4: 489 shares; 2026Q1: 485 shares 485 $641K 0.09% -4 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: restricted; 2024Q4: 5,648 shares; 2025Q1: 5,611 shares; 2025Q2: 4,821 shares; 2025Q3: 3,945 shares; 2025Q4: 3,995 shares; 2026Q1: 3,895 shares 3,895 $605K 0.08% -100 Timeline FDHY 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: restricted; 2024Q4: 12,858 shares; 2025Q1: 14,662 shares; 2025Q2: 13,310 shares; 2025Q3: 11,944 shares; 2025Q4: 11,472 shares; 2026Q1: 12,428 shares 12,428 $603K 0.08% +956 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,383 shares; 2025Q1: 5,062 shares; 2025Q2: 7,866 shares; 2025Q3: 10,825 shares; 2025Q4: 11,852 shares; 2026Q1: 11,983 shares 11,983 $601K 0.08% +131 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: restricted; 2024Q4: 5,752 shares; 2025Q1: 7,303 shares; 2025Q2: 7,343 shares; 2025Q3: 7,343 shares; 2025Q4: 7,343 shares; 2026Q1: 7,358 shares 7,358 $596K 0.08% +15 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: restricted; 2024Q4: 2,372 shares; 2025Q1: 2,339 shares; 2025Q2: 2,214 shares; 2025Q3: 2,181 shares; 2025Q4: 2,019 shares; 2026Q1: 1,969 shares 1,969 $596K 0.08% -50 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: restricted; 2024Q4: 1,367 shares; 2025Q1: 1,012 shares; 2025Q2: 1,012 shares; 2025Q3: 989 shares; 2025Q4: 985 shares; 2026Q1: 985 shares 985 $595K 0.08% 0 Timeline AVDS 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,556 shares; 2025Q3: 6,501 shares; 2025Q4: 7,824 shares; 2026Q1: 8,284 shares 8,284 $595K 0.08% +460 Timeline PXH 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,074 shares; 2025Q3: 10,986 shares; 2025Q4: 19,790 shares; 2026Q1: 22,071 shares 22,071 $594K 0.08% +2,281 Timeline USIG 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: restricted; 2024Q4: 17,343 shares; 2025Q1: 15,390 shares; 2025Q2: 13,369 shares; 2025Q3: 17,668 shares; 2025Q4: 11,617 shares; 2026Q1: 11,465 shares 11,465 $587K 0.08% -152 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,938 shares; 2025Q1: 3,272 shares; 2025Q2: 3,868 shares; 2025Q3: 3,847 shares; 2025Q4: 3,744 shares; 2026Q1: 3,855 shares 3,855 $581K 0.08% +111 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,226 shares 5,226 $577K 0.08% new Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,781 shares; 2025Q2: 4,656 shares; 2025Q3: 4,636 shares; 2025Q4: 4,613 shares; 2026Q1: 4,700 shares 4,700 $577K 0.08% +87 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: restricted; 2024Q4: 5,396 shares; 2025Q1: 7,752 shares; 2025Q2: 7,956 shares; 2025Q3: 8,671 shares; 2025Q4: 8,471 shares; 2026Q1: 8,260 shares 8,260 $576K 0.08% -211 Timeline DVY 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: restricted; 2024Q4: 3,396 shares; 2025Q1: 3,948 shares; 2025Q2: 3,847 shares; 2025Q3: 3,739 shares; 2025Q4: 3,738 shares; 2026Q1: 3,780 shares 3,780 $572K 0.08% +42 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,897 shares 2,897 $571K 0.08% new 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: restricted; 2024Q4: 8,693 shares; 2025Q1: 8,839 shares; 2025Q2: 7,990 shares; 2025Q3: 7,832 shares; 2025Q4: 8,049 shares; 2026Q1: 8,102 shares 8,102 $569K 0.08% +53 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: restricted; 2024Q4: 1,074 shares; 2025Q1: 1,142 shares; 2025Q2: 1,138 shares; 2025Q3: 1,138 shares; 2025Q4: 1,139 shares; 2026Q1: 1,132 shares 1,132 $566K 0.08% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,998 shares; 2025Q3: 1,784 shares; 2025Q4: 1,659 shares; 2026Q1: 1,665 shares 1,665 $563K 0.08% +6 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: restricted; 2024Q4: 4,462 shares; 2025Q1: 4,559 shares; 2025Q2: 4,500 shares; 2025Q3: 4,459 shares; 2025Q4: 4,589 shares; 2026Q1: 4,739 shares 4,739 $561K 0.08% +150 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: restricted; 2024Q4: 1,247 shares; 2025Q1: 1,427 shares; 2025Q2: 1,441 shares; 2025Q3: 1,413 shares; 2025Q4: 1,394 shares; 2026Q1: 1,796 shares 1,796 $558K 0.07% +402 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,946 shares; 2025Q1: 4,957 shares; 2025Q2: 6,929 shares; 2025Q3: 7,099 shares; 2025Q4: 7,689 shares; 2026Q1: 7,639 shares 7,639 $556K 0.07% -50 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: restricted; 2024Q4: not reported; 2025Q1: 7,144 shares; 2025Q2: 9,997 shares; 2025Q3: 11,667 shares; 2025Q4: 12,656 shares; 2026Q1: 13,942 shares 13,942 $550K 0.07% +1,286 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: restricted; 2024Q4: 2,982 shares; 2025Q1: 3,882 shares; 2025Q2: 3,880 shares; 2025Q3: 3,880 shares; 2025Q4: 3,882 shares; 2026Q1: 4,148 shares 4,148 $543K 0.07% +266 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: restricted; 2024Q4: 2,590 shares; 2025Q1: 2,544 shares; 2025Q2: 2,510 shares; 2025Q3: 2,516 shares; 2025Q4: 2,515 shares; 2026Q1: 2,489 shares 2,489 $535K 0.07% -26 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: restricted; 2024Q4: 1,509 shares; 2025Q1: 1,562 shares; 2025Q2: 1,562 shares; 2025Q3: 1,562 shares; 2025Q4: 1,562 shares; 2026Q1: 1,562 shares 1,562 $534K 0.07% 0 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: restricted; 2024Q4: 7,635 shares; 2025Q1: 7,989 shares; 2025Q2: 7,896 shares; 2025Q3: 7,122 shares; 2025Q4: 7,126 shares; 2026Q1: 7,011 shares 7,011 $533K 0.07% -115 Timeline VPLS VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,330 shares; 2025Q1: 8,363 shares; 2025Q2: 8,352 shares; 2025Q3: 6,688 shares; 2025Q4: 6,773 shares; 2026Q1: 6,611 shares 6,611 $513K 0.07% -162 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 974 shares; 2025Q1: 2,368 shares; 2025Q2: 2,374 shares; 2025Q3: 2,374 shares; 2025Q4: 2,374 shares; 2026Q1: 2,384 shares 2,384 $501K 0.07% +10 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: restricted; 2024Q4: 1,596 shares; 2025Q1: 1,724 shares; 2025Q2: 1,769 shares; 2025Q3: 1,769 shares; 2025Q4: 1,747 shares; 2026Q1: 1,772 shares 1,772 $495K 0.07% +25 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,666 shares; 2025Q1: 7,887 shares; 2025Q2: 7,818 shares; 2025Q3: 7,790 shares; 2025Q4: 7,790 shares; 2026Q1: 7,790 shares 7,790 $489K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,059 shares; 2025Q1: 6,377 shares; 2025Q2: 5,547 shares; 2025Q3: 4,774 shares; 2025Q4: 3,440 shares; 2026Q1: 3,363 shares 3,363 $486K 0.07% -77 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: restricted; 2024Q4: not reported; 2025Q1: 4,461 shares; 2025Q2: 4,485 shares; 2025Q3: 4,485 shares; 2025Q4: 4,485 shares; 2026Q1: 4,699 shares 4,699 $482K 0.06% +214 Timeline HYDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,011 shares; 2025Q2: 10,920 shares; 2025Q3: 11,302 shares; 2025Q4: 11,281 shares; 2026Q1: 10,313 shares 10,313 $480K 0.06% -968 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,862 shares; 2026Q1: 8,374 shares 8,374 $477K 0.06% -488 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: restricted; 2024Q4: 5,610 shares; 2025Q1: 5,612 shares; 2025Q2: 5,549 shares; 2025Q3: 5,958 shares; 2025Q4: 5,964 shares; 2026Q1: 6,094 shares 6,094 $470K 0.06% +130 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 582 shares; 2025Q1: 958 shares; 2025Q2: 980 shares; 2025Q3: 980 shares; 2025Q4: 932 shares; 2026Q1: 947 shares 947 $469K 0.06% +15 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 1,156 shares; 2025Q2: 1,111 shares; 2025Q3: 1,110 shares; 2025Q4: 1,092 shares; 2026Q1: 1,084 shares 1,084 $469K 0.06% -8 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,075 shares; 2025Q1: 9,733 shares; 2025Q2: 8,683 shares; 2025Q3: 8,683 shares; 2025Q4: 10,183 shares; 2026Q1: 9,961 shares 9,961 $463K 0.06% -222 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: restricted; 2024Q4: not reported; 2025Q1: 4,265 shares; 2025Q2: 4,633 shares; 2025Q3: 5,125 shares; 2025Q4: 5,366 shares; 2026Q1: 5,565 shares 5,565 $459K 0.06% +199 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 42,231 shares; 2025Q1: 15,006 shares; 2025Q2: 10,306 shares; 2025Q3: 12,256 shares; 2025Q4: 9,647 shares; 2026Q1: 10,062 shares 10,062 $455K 0.06% +415 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,112 shares; 2025Q3: 2,117 shares; 2025Q4: 2,117 shares; 2026Q1: 2,474 shares 2,474 $451K 0.06% +357 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,508 shares; 2025Q1: 8,517 shares; 2025Q2: 8,517 shares; 2025Q3: 8,779 shares; 2025Q4: 8,859 shares; 2026Q1: 8,879 shares 8,879 $450K 0.06% +20 Timeline DWMF 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: restricted; 2024Q4: not reported; 2025Q1: 14,886 shares; 2025Q2: 14,423 shares; 2025Q3: 14,854 shares; 2025Q4: 14,879 shares; 2026Q1: 13,324 shares 13,324 $449K 0.06% -1,555 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,802 shares; 2025Q1: 2,802 shares; 2025Q2: 2,905 shares; 2025Q3: 2,950 shares; 2025Q4: 2,952 shares; 2026Q1: 3,045 shares 3,045 $444K 0.06% +93 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,117 shares; 2025Q1: 1,434 shares; 2025Q2: 1,453 shares; 2025Q3: 1,701 shares; 2025Q4: 1,760 shares; 2026Q1: 2,140 shares 2,140 $440K 0.06% +380 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,282 shares; 2025Q3: 2,312 shares; 2025Q4: 2,362 shares; 2026Q1: 2,412 shares 2,412 $439K 0.06% +50 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: restricted; 2024Q4: 2,076 shares; 2025Q1: 2,122 shares; 2025Q2: 2,120 shares; 2025Q3: 2,113 shares; 2025Q4: 2,195 shares; 2026Q1: 2,371 shares 2,371 $437K 0.06% +176 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 9,870 shares; 2025Q1: 9,985 shares; 2025Q2: 9,961 shares; 2025Q3: 9,953 shares; 2025Q4: 9,513 shares; 2026Q1: 9,549 shares 9,549 $436K 0.06% +36 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: restricted; 2024Q4: not reported; 2025Q1: 7,078 shares; 2025Q2: 7,078 shares; 2025Q3: 6,891 shares; 2025Q4: 6,581 shares; 2026Q1: 6,581 shares 6,581 $434K 0.06% 0 Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 6,397 shares; 2025Q2: 7,876 shares; 2025Q3: 7,469 shares; 2025Q4: 7,745 shares; 2026Q1: 8,551 shares 8,551 $434K 0.06% +806 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: restricted; 2024Q4: not reported; 2025Q1: 2,094 shares; 2025Q2: 2,424 shares; 2025Q3: 2,926 shares; 2025Q4: 1,653 shares; 2026Q1: 1,804 shares 1,804 $433K 0.06% +151 Timeline FMDE 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: restricted; 2024Q4: 12,049 shares; 2025Q1: 12,284 shares; 2025Q2: 11,889 shares; 2025Q3: 11,890 shares; 2025Q4: 11,947 shares; 2026Q1: 11,973 shares 11,973 $431K 0.06% +26 Timeline IJT 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: restricted; 2024Q4: 2,869 shares; 2025Q1: 2,926 shares; 2025Q2: 2,927 shares; 2025Q3: 2,923 shares; 2025Q4: 2,920 shares; 2026Q1: 2,971 shares 2,971 $430K 0.06% +51 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,600 shares; 2025Q1: 2,061 shares; 2025Q2: 2,060 shares; 2025Q3: 2,060 shares; 2025Q4: 2,060 shares; 2026Q1: 2,060 shares 2,060 $426K 0.06% 0 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: restricted; 2024Q4: not reported; 2025Q1: 2,723 shares; 2025Q2: 2,822 shares; 2025Q3: 2,858 shares; 2025Q4: 2,872 shares; 2026Q1: 2,875 shares 2,875 $426K 0.06% +3 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,769 shares; 2025Q1: 4,663 shares; 2025Q2: 4,843 shares; 2025Q3: 4,742 shares; 2025Q4: 4,828 shares; 2026Q1: 4,518 shares 4,518 $420K 0.06% -310 Timeline FNCL 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: restricted; 2024Q4: 5,970 shares; 2025Q1: 5,970 shares; 2025Q2: 5,966 shares; 2025Q3: 5,966 shares; 2025Q4: 5,973 shares; 2026Q1: 5,966 shares 5,966 $419K 0.06% -7 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 469 shares; 2025Q2: 469 shares; 2025Q3: 469 shares; 2025Q4: 469 shares; 2026Q1: 469 shares 469 $406K 0.05% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,910 shares; 2025Q4: 2,960 shares; 2026Q1: 2,960 shares 2,960 $402K 0.05% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,359 shares; 2025Q1: 3,379 shares; 2025Q2: 3,346 shares; 2025Q3: 3,346 shares; 2025Q4: 3,346 shares; 2026Q1: 3,346 shares 3,346 $397K 0.05% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 679 shares; 2025Q3: 726 shares; 2025Q4: 721 shares; 2026Q1: 719 shares 719 $395K 0.05% -2 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: restricted; 2024Q4: not reported; 2025Q1: 1,233 shares; 2025Q2: 1,239 shares; 2025Q3: 1,235 shares; 2025Q4: 1,235 shares; 2026Q1: 1,235 shares 1,235 $393K 0.05% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,562 shares 4,562 $389K 0.05% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares; 2025Q3: 2,901 shares; 2025Q4: 2,800 shares; 2026Q1: 3,100 shares 3,100 $386K 0.05% +300 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,420 shares; 2025Q2: 2,453 shares; 2025Q3: 2,453 shares; 2025Q4: 2,442 shares; 2026Q1: 2,442 shares 2,442 $384K 0.05% 0 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: restricted; 2024Q4: 888 shares; 2025Q1: 1,471 shares; 2025Q2: 1,484 shares; 2025Q3: 1,509 shares; 2025Q4: 1,509 shares; 2026Q1: 1,570 shares 1,570 $381K 0.05% +61 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 1,170 shares; 2025Q2: 1,170 shares; 2025Q3: 1,137 shares; 2025Q4: 1,137 shares; 2026Q1: 1,152 shares 1,152 $375K 0.05% +15 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: restricted; 2024Q4: 1,476 shares; 2025Q1: 1,476 shares; 2025Q2: 1,652 shares; 2025Q3: 1,606 shares; 2025Q4: 1,691 shares; 2026Q1: 1,715 shares 1,715 $362K 0.05% +24 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: restricted; 2024Q4: 1,002 shares; 2025Q1: 991 shares; 2025Q2: 964 shares; 2025Q3: 931 shares; 2025Q4: 1,006 shares; 2026Q1: 1,014 shares 1,014 $361K 0.05% +8 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,011 shares; 2025Q1: 1,076 shares; 2025Q2: 1,076 shares; 2025Q3: 1,076 shares; 2025Q4: 1,075 shares; 2026Q1: 1,216 shares 1,216 $355K 0.05% +141 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,814 shares 1,814 $354K 0.05% new Timeline JPIE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,518 shares; 2025Q4: 6,299 shares; 2026Q1: 7,622 shares 7,622 $351K 0.05% +1,323 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,611 shares; 2025Q1: 2,615 shares; 2025Q2: 2,615 shares; 2025Q3: 2,615 shares; 2025Q4: 2,415 shares; 2026Q1: 2,415 shares 2,415 $351K 0.05% 0 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: restricted; 2024Q4: 510 shares; 2025Q1: 1,353 shares; 2025Q2: 1,322 shares; 2025Q3: 1,300 shares; 2025Q4: 1,194 shares; 2026Q1: 1,421 shares 1,421 $345K 0.05% +227 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,030 shares; 2025Q3: 2,130 shares; 2025Q4: 2,130 shares; 2026Q1: 2,009 shares 2,009 $343K 0.05% -121 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,029 shares; 2025Q1: 1,029 shares; 2025Q2: 1,027 shares; 2025Q3: 1,027 shares; 2025Q4: 1,007 shares; 2026Q1: 1,007 shares 1,007 $333K 0.04% 0 Timeline DABS DOUBLELINE ETF TRUST More: the full row for DOUBLELINE ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,506 shares 6,506 $330K 0.04% new Timeline STPZ 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,289 shares; 2026Q1: 6,078 shares 6,078 $329K 0.04% +789 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: not reported; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $328K 0.04% 0 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: restricted; 2024Q4: 2,171 shares; 2025Q1: 2,258 shares; 2025Q2: 2,293 shares; 2025Q3: 2,375 shares; 2025Q4: 2,510 shares; 2026Q1: 2,556 shares 2,556 $327K 0.04% +46 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: restricted; 2024Q4: 2,700 shares; 2025Q1: 2,700 shares; 2025Q2: 2,700 shares; 2025Q3: 2,700 shares; 2025Q4: 2,706 shares; 2026Q1: 2,700 shares 2,700 $326K 0.04% -6 Timeline ISCG 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: restricted; 2024Q4: 8,214 shares; 2025Q1: 8,192 shares; 2025Q2: 7,210 shares; 2025Q3: 6,115 shares; 2025Q4: 5,933 shares; 2026Q1: 5,927 shares 5,927 $325K 0.04% -6 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,430 shares; 2025Q1: 1,540 shares; 2025Q2: 1,620 shares; 2025Q3: 1,705 shares; 2025Q4: 1,705 shares; 2026Q1: 1,705 shares 1,705 $318K 0.04% 0 Timeline AVNV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,439 shares; 2025Q4: 3,694 shares; 2026Q1: 4,018 shares 4,018 $315K 0.04% +324 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,561 shares; 2025Q4: 1,411 shares; 2026Q1: 1,461 shares 1,461 $312K 0.04% +50 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares; 2025Q3: 2,381 shares; 2025Q4: not reported; 2026Q1: 4,328 shares 4,328 $311K 0.04% new 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: restricted; 2024Q4: 1,133 shares; 2025Q1: 1,195 shares; 2025Q2: 1,195 shares; 2025Q3: 1,190 shares; 2025Q4: 1,179 shares; 2026Q1: 1,160 shares 1,160 $309K 0.04% -19 Timeline ICF 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,690 shares; 2025Q3: 3,690 shares; 2025Q4: 4,872 shares; 2026Q1: 4,982 shares 4,982 $308K 0.04% +110 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: restricted; 2024Q4: 2,822 shares; 2025Q1: 2,459 shares; 2025Q2: 2,325 shares; 2025Q3: 2,143 shares; 2025Q4: 1,590 shares; 2026Q1: 1,621 shares 1,621 $307K 0.04% +31 Timeline MINO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,773 shares 6,773 $306K 0.04% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,844 shares; 2025Q2: 1,844 shares; 2025Q3: 1,799 shares; 2025Q4: 1,689 shares; 2026Q1: 1,850 shares 1,850 $306K 0.04% +161 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,738 shares 5,738 $303K 0.04% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 830 shares; 2026Q1: 1,156 shares 1,156 $303K 0.04% +326 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: restricted; 2024Q4: 1,767 shares; 2025Q1: not reported; 2025Q2: 1,558 shares; 2025Q3: 1,558 shares; 2025Q4: 1,468 shares; 2026Q1: 1,473 shares 1,473 $300K 0.04% +5 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,015 shares; 2025Q2: 17,096 shares; 2025Q3: 15,866 shares; 2025Q4: 16,366 shares; 2026Q1: 15,586 shares 15,586 $299K 0.04% -780 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $298K 0.04% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,191 shares 1,191 $294K 0.04% new Timeline CWB 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: restricted; 2024Q4: 3,230 shares; 2025Q1: 3,230 shares; 2025Q2: 3,121 shares; 2025Q3: 3,121 shares; 2025Q4: 3,121 shares; 2026Q1: 3,208 shares 3,208 $294K 0.04% +87 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares 2,980 $287K 0.04% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,380 shares; 2025Q1: 2,676 shares; 2025Q2: 3,646 shares; 2025Q3: 3,384 shares; 2025Q4: 3,074 shares; 2026Q1: 2,921 shares 2,921 $287K 0.04% -153 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 18,074 shares; 2025Q2: 17,924 shares; 2025Q3: 19,865 shares; 2025Q4: 20,315 shares; 2026Q1: 19,982 shares 19,982 $287K 0.04% -333 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: restricted; 2024Q4: 2,754 shares; 2025Q1: 2,492 shares; 2025Q2: 2,377 shares; 2025Q3: 2,462 shares; 2025Q4: 2,137 shares; 2026Q1: 2,147 shares 2,147 $283K 0.04% +10 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 7,148 shares; 2025Q1: 7,148 shares; 2025Q2: 7,148 shares; 2025Q3: 7,148 shares; 2025Q4: 7,132 shares; 2026Q1: 7,132 shares 7,132 $270K 0.04% 0 Timeline IAT 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: restricted; 2024Q4: 5,597 shares; 2025Q1: 5,597 shares; 2025Q2: 5,548 shares; 2025Q3: 5,543 shares; 2025Q4: 5,543 shares; 2026Q1: 4,958 shares 4,958 $267K 0.04% -585 Timeline MMSD NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,568 shares 10,568 $267K 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 623 shares; 2025Q2: 630 shares; 2025Q3: 630 shares; 2025Q4: 630 shares; 2026Q1: 626 shares 626 $266K 0.04% -4 Timeline FHEQ FIDELITY GREENWOOD STREET TR More: the full row for FIDELITY GREENWOOD STREET TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 8,216 shares; 2025Q2: 7,302 shares; 2025Q3: 7,384 shares; 2025Q4: 8,434 shares; 2026Q1: 8,931 shares 8,931 $263K 0.04% +497 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: restricted; 2024Q4: not reported; 2025Q1: 1,536 shares; 2025Q2: 1,613 shares; 2025Q3: 1,613 shares; 2025Q4: 1,613 shares; 2026Q1: 2,278 shares 2,278 $262K 0.04% +665 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: restricted; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 261 shares; 2025Q3: 261 shares; 2025Q4: 261 shares; 2026Q1: 271 shares 271 $261K 0.03% +10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 484 shares 484 $260K 0.03% new Timeline CYTK CYTOKINETICS INC More: the full row for CYTOKINETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,939 shares; 2025Q4: 3,941 shares; 2026Q1: 3,941 shares 3,941 $260K 0.03% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,660 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,744 shares 2,744 $259K 0.03% +25 Timeline NNY NUVEEN N Y MUN VALUE FD More: the full row for NUVEEN N Y MUN VALUE FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 76,715 shares; 2025Q1: 71,306 shares; 2025Q2: 65,761 shares; 2025Q3: 31,274 shares; 2025Q4: 33,282 shares; 2026Q1: 30,743 shares 30,743 $257K 0.03% -2,539 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,158 shares 4,158 $252K 0.03% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,611 shares; 2025Q1: 1,615 shares; 2025Q2: 1,621 shares; 2025Q3: 1,601 shares; 2025Q4: 1,599 shares; 2026Q1: 1,599 shares 1,599 $251K 0.03% 0 Timeline MBB 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: restricted; 2024Q4: 2,862 shares; 2025Q1: 2,430 shares; 2025Q2: 2,487 shares; 2025Q3: 2,481 shares; 2025Q4: 2,566 shares; 2026Q1: 2,631 shares 2,631 $250K 0.03% +65 Timeline IQDG 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,877 shares; 2025Q3: 6,209 shares; 2025Q4: 6,343 shares; 2026Q1: 6,209 shares 6,209 $249K 0.03% -134 Timeline SCMB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,194 shares; 2025Q3: 9,307 shares; 2025Q4: 9,346 shares; 2026Q1: 9,759 shares 9,759 $249K 0.03% +413 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,867 shares; 2025Q4: 3,742 shares; 2026Q1: 2,709 shares 2,709 $248K 0.03% -1,033 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 418 shares; 2025Q4: 418 shares; 2026Q1: 418 shares 418 $246K 0.03% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,051 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,061 shares 1,061 $244K 0.03% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,277 shares 1,277 $243K 0.03% new Timeline JMEE 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: restricted; 2024Q4: 4,002 shares; 2025Q1: 4,391 shares; 2025Q2: not reported; 2025Q3: 3,254 shares; 2025Q4: 3,450 shares; 2026Q1: 3,622 shares 3,622 $242K 0.03% +172 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,616 shares; 2025Q3: 1,616 shares; 2025Q4: 1,616 shares; 2026Q1: 2,016 shares 2,016 $241K 0.03% +400 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,479 shares; 2025Q1: 1,435 shares; 2025Q2: 1,414 shares; 2025Q3: 1,408 shares; 2025Q4: 1,395 shares; 2026Q1: 1,382 shares 1,382 $240K 0.03% -13 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,823 shares 1,823 $238K 0.03% new Timeline LQD 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: restricted; 2024Q4: 2,843 shares; 2025Q1: 1,989 shares; 2025Q2: 2,105 shares; 2025Q3: 2,170 shares; 2025Q4: 2,243 shares; 2026Q1: 2,150 shares 2,150 $234K 0.03% -93 Timeline FDVV 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,188 shares 4,188 $231K 0.03% new Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 50,943 shares; 2025Q1: 29,999 shares; 2025Q2: not reported; 2025Q3: 15,290 shares; 2025Q4: 15,422 shares; 2026Q1: 22,607 shares 22,607 $231K 0.03% +7,185 Timeline SOXX 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 703 shares; 2026Q1: 693 shares 693 $228K 0.03% -10 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,375 shares; 2026Q1: 4,487 shares 4,487 $223K 0.03% +112 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: restricted; 2024Q4: 9,914 shares; 2025Q1: 10,164 shares; 2025Q2: 5,850 shares; 2025Q3: 4,817 shares; 2025Q4: 5,148 shares; 2026Q1: 4,356 shares 4,356 $222K 0.03% -792 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,230 shares 1,230 $221K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 505 shares; 2026Q1: 513 shares 513 $221K 0.03% +8 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,700 shares; 2025Q2: 3,700 shares; 2025Q3: 3,700 shares; 2025Q4: 3,306 shares; 2026Q1: 3,216 shares 3,216 $220K 0.03% -90 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,134 shares; 2026Q1: 2,163 shares 2,163 $220K 0.03% +29 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: restricted; 2024Q4: not reported; 2025Q1: 2,146 shares; 2025Q2: 2,180 shares; 2025Q3: 2,179 shares; 2025Q4: 2,352 shares; 2026Q1: 2,357 shares 2,357 $219K 0.03% +5 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 609 shares; 2025Q3: 609 shares; 2025Q4: 609 shares; 2026Q1: 609 shares 609 $219K 0.03% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,450 shares; 2026Q1: 3,287 shares 3,287 $219K 0.03% -163 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,667 shares 1,667 $219K 0.03% new Timeline MPA BLACKROCK MUNIYIELD PA QUALI More: the full row for BLACKROCK MUNIYIELD PA QUALI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,710 shares; 2025Q4: 20,185 shares; 2026Q1: 19,726 shares 19,726 $218K 0.03% -459 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,996 shares 1,996 $218K 0.03% new Timeline RQI COHEN & STEERS QUALITY INCOM More: the full row for COHEN & STEERS QUALITY INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 18,614 shares; 2025Q1: 35,466 shares; 2025Q2: 45,160 shares; 2025Q3: 46,777 shares; 2025Q4: 18,752 shares; 2026Q1: 17,595 shares 17,595 $212K 0.03% -1,157 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 64,507 shares; 2025Q1: 77,582 shares; 2025Q2: 87,482 shares; 2025Q3: 95,450 shares; 2025Q4: 59,496 shares; 2026Q1: 51,420 shares 51,420 $212K 0.03% -8,076 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,532 shares 4,532 $211K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,602 shares 1,602 $210K 0.03% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,497 shares; 2025Q3: 2,500 shares; 2025Q4: not reported; 2026Q1: 2,643 shares 2,643 $208K 0.03% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,267 shares; 2025Q1: 2,497 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,435 shares 1,435 $207K 0.03% new Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 16,436 shares; 2025Q1: 12,661 shares; 2025Q2: 13,299 shares; 2025Q3: 9,157 shares; 2025Q4: 9,297 shares; 2026Q1: 9,265 shares 9,265 $207K 0.03% -32 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,830 shares 1,830 $206K 0.03% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 2,899 shares; 2025Q2: 2,543 shares; 2025Q3: 2,586 shares; 2025Q4: 2,569 shares; 2026Q1: 2,333 shares 2,333 $205K 0.03% -236 Timeline TPZ TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,307 shares 9,307 $204K 0.03% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,308 shares 1,308 $203K 0.03% new Timeline IBBQ 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: restricted; 2024Q4: not reported; 2025Q1: 22,942 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,906 shares 6,906 $200K 0.03% new 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: restricted; 2024Q4: 2,556 shares; 2025Q1: 1,643 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,368 shares; 2026Q1: 1,365 shares 1,365 $200K 0.03% -3 Timeline PFFD 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: restricted; 2024Q4: 14,216 shares; 2025Q1: 10,804 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,794 shares 10,794 $199K 0.03% new Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 15,137 shares; 2025Q2: 15,137 shares; 2025Q3: 15,137 shares; 2025Q4: 15,137 shares; 2026Q1: 15,137 shares 15,137 $186K 0.02% 0 Timeline SAFE SAFEHOLD INC More: the full row for SAFEHOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 12,477 shares; 2025Q1: 18,589 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,279 shares 13,279 $180K 0.02% new Timeline NAN NUVEEN NY DIVI ADV More: the full row for NUVEEN NY DIVI ADV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 43,174 shares; 2025Q2: 72,455 shares; 2025Q3: 15,093 shares; 2025Q4: 15,563 shares; 2026Q1: 12,579 shares 12,579 $140K 0.02% -2,984 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 17,853 shares; 2025Q1: 21,006 shares; 2025Q2: 21,006 shares; 2025Q3: 21,006 shares; 2025Q4: 21,006 shares; 2026Q1: 21,006 shares 21,006 $106K 0.01% 0 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,900 shares; 2025Q1: 16,900 shares; 2025Q2: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 17,000 shares; 2026Q1: 17,000 shares 17,000 $102K 0.01% 0 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,697 shares; 2026Q1: 17,472 shares 17,472 $53.6K 0.01% -2,225 Timeline