IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 51,934 shares; 2025Q1: 52,849 shares; 2025Q2: 50,929 shares; 2025Q3: 49,486 shares; 2025Q4: 45,607 shares; 2026Q1: 46,801 shares 46,801 $30.6M 8.67% +1,194 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: not loaded; 2024Q4: 193,673 shares; 2025Q1: 198,467 shares; 2025Q2: 282,838 shares; 2025Q3: 346,377 shares; 2025Q4: 357,272 shares; 2026Q1: 378,033 shares 378,033 $17.5M 4.97% +20,761 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 29,732 shares; 2025Q1: 48,320 shares; 2025Q2: 271,166 shares; 2025Q3: 305,548 shares; 2025Q4: 310,795 shares; 2026Q1: 344,879 shares 344,879 $16.2M 4.6% +34,084 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,065 shares; 2025Q1: 16,075 shares; 2025Q2: 20,988 shares; 2025Q3: 21,481 shares; 2025Q4: 18,525 shares; 2026Q1: 21,208 shares 21,208 $12.7M 3.59% +2,683 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,895 shares; 2025Q1: 31,161 shares; 2025Q2: 37,562 shares; 2025Q3: 44,566 shares; 2025Q4: 45,587 shares; 2026Q1: 45,348 shares 45,348 $11.5M 3.26% -239 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 76,789 shares; 2025Q1: 88,847 shares; 2025Q2: 202,381 shares; 2025Q3: 220,193 shares; 2025Q4: 220,770 shares; 2026Q1: 172,798 shares 172,798 $10.1M 2.85% -47,972 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,124 shares; 2025Q1: 19,166 shares; 2025Q2: 20,047 shares; 2025Q3: 20,235 shares; 2025Q4: 19,970 shares; 2026Q1: 18,443 shares 18,443 $8.84M 2.51% -1,527 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 81,512 shares; 2025Q1: 88,564 shares; 2025Q2: 93,082 shares; 2025Q3: 91,533 shares; 2025Q4: 90,771 shares; 2026Q1: 87,001 shares 87,001 $8.07M 2.29% -3,770 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,206 shares; 2025Q1: 27,932 shares; 2025Q2: 40,609 shares; 2025Q3: 44,702 shares; 2025Q4: 50,808 shares; 2026Q1: 87,421 shares 87,421 $6.1M 1.73% +36,613 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 145,144 shares; 2025Q4: 162,840 shares; 2026Q1: 143,490 shares 143,490 $6.07M 1.72% -19,350 Timeline JIRE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,840 shares; 2025Q1: 17,153 shares; 2025Q2: 70,140 shares; 2025Q3: 71,404 shares; 2025Q4: 70,353 shares; 2026Q1: 77,505 shares 77,505 $5.87M 1.66% +7,152 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,588 shares; 2025Q1: 18,808 shares; 2025Q2: 29,531 shares; 2025Q3: 36,066 shares; 2025Q4: 35,998 shares; 2026Q1: 33,610 shares 33,610 $5.86M 1.66% -2,388 Timeline 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: not loaded; 2024Q4: 87,146 shares; 2025Q1: 89,716 shares; 2025Q2: 90,636 shares; 2025Q3: 117,813 shares; 2025Q4: 85,520 shares; 2026Q1: 86,854 shares 86,854 $5.33M 1.51% +1,334 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,837 shares; 2025Q1: 7,996 shares; 2025Q2: 8,012 shares; 2025Q3: 18,560 shares; 2025Q4: 19,172 shares; 2026Q1: 18,128 shares 18,128 $5.21M 1.48% -1,044 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,983 shares; 2025Q1: 10,251 shares; 2025Q2: 10,491 shares; 2025Q3: 10,146 shares; 2025Q4: 10,089 shares; 2026Q1: 11,138 shares 11,138 $4.86M 1.38% +1,049 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: not loaded; 2024Q4: 16,635 shares; 2025Q1: 16,786 shares; 2025Q2: 18,015 shares; 2025Q3: 18,266 shares; 2025Q4: 17,775 shares; 2026Q1: 18,515 shares 18,515 $4.85M 1.37% +740 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,529 shares; 2025Q1: 11,555 shares; 2025Q2: 11,805 shares; 2025Q3: 16,889 shares; 2025Q4: 14,859 shares; 2026Q1: 13,092 shares 13,092 $4.85M 1.37% -1,767 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 65,759 shares; 2025Q1: 65,512 shares; 2025Q2: 67,119 shares; 2025Q3: 68,401 shares; 2025Q4: 65,942 shares; 2026Q1: 75,083 shares 75,083 $4.81M 1.36% +9,141 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,896 shares; 2025Q1: 3,926 shares; 2025Q2: 3,967 shares; 2025Q3: 16,099 shares; 2025Q4: 16,691 shares; 2026Q1: 15,738 shares 15,738 $4.51M 1.28% -953 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,706 shares; 2025Q1: 30,415 shares; 2025Q2: 127,672 shares; 2025Q3: 144,105 shares; 2025Q4: 146,074 shares; 2026Q1: 150,183 shares 150,183 $4.37M 1.24% +4,109 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,841 shares; 2025Q1: 5,915 shares; 2025Q2: 6,412 shares; 2025Q3: 7,269 shares; 2025Q4: 6,630 shares; 2026Q1: 6,369 shares 6,369 $4.14M 1.17% -261 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 69,855 shares; 2025Q1: 69,855 shares; 2025Q2: 67,525 shares; 2025Q3: 68,492 shares; 2025Q4: 52,704 shares; 2026Q1: 51,878 shares 51,878 $4M 1.13% -826 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 42,341 shares; 2025Q1: 44,549 shares; 2025Q2: 55,754 shares; 2025Q3: 59,154 shares; 2025Q4: 58,830 shares; 2026Q1: 44,884 shares 44,884 $3.96M 1.12% -13,946 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,680 shares; 2025Q1: 12,712 shares; 2025Q2: 14,392 shares; 2025Q3: 131,319 shares; 2025Q4: 131,041 shares; 2026Q1: 131,024 shares 131,024 $3.68M 1.04% -17 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,618 shares; 2025Q1: 16,618 shares; 2025Q2: 16,658 shares; 2025Q3: 16,302 shares; 2025Q4: 16,422 shares; 2026Q1: 16,497 shares 16,497 $3.55M 1.01% +75 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,924 shares; 2025Q1: 23,694 shares; 2025Q2: 25,007 shares; 2025Q3: 25,179 shares; 2025Q4: 25,485 shares; 2026Q1: 23,979 shares 23,979 $3.42M 0.97% -1,506 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,660 shares; 2025Q1: 9,774 shares; 2025Q2: 11,901 shares; 2025Q3: 16,179 shares; 2025Q4: 17,031 shares; 2026Q1: 16,242 shares 16,242 $3.38M 0.96% -789 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,345 shares; 2025Q1: 35,403 shares; 2025Q2: 32,892 shares; 2025Q3: 30,311 shares; 2025Q4: 29,382 shares; 2026Q1: 27,960 shares 27,960 $3.16M 0.9% -1,422 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,380 shares; 2025Q1: 12,369 shares; 2025Q2: 14,092 shares; 2025Q3: 14,208 shares; 2025Q4: 18,032 shares; 2026Q1: 14,835 shares 14,835 $3.13M 0.89% -3,197 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: not loaded; 2024Q4: 33,750 shares; 2025Q1: 36,718 shares; 2025Q2: 35,746 shares; 2025Q3: 35,448 shares; 2025Q4: 34,802 shares; 2026Q1: 34,047 shares 34,047 $3.11M 0.88% -755 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 76,009 shares; 2025Q4: 78,829 shares; 2026Q1: 76,329 shares 76,329 $3.09M 0.88% -2,500 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 48,310 shares; 2025Q1: 48,363 shares; 2025Q2: 60,705 shares; 2025Q3: 51,000 shares; 2025Q4: 44,727 shares; 2026Q1: 40,543 shares 40,543 $3.01M 0.85% -4,184 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,724 shares; 2025Q1: 21,665 shares; 2025Q2: 74,494 shares; 2025Q3: 84,956 shares; 2025Q4: 85,705 shares; 2026Q1: 85,887 shares 85,887 $2.9M 0.82% +182 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,965 shares; 2025Q1: 20,057 shares; 2025Q2: 21,279 shares; 2025Q3: 23,038 shares; 2025Q4: 22,585 shares; 2026Q1: 21,623 shares 21,623 $2.69M 0.76% -962 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,863 shares; 2025Q1: 4,894 shares; 2025Q2: 6,184 shares; 2025Q3: 20,332 shares; 2025Q4: 20,504 shares; 2026Q1: 7,970 shares 7,970 $2.54M 0.72% -12,534 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,665 shares; 2025Q1: 3,653 shares; 2025Q2: 11,575 shares; 2025Q3: 14,914 shares; 2025Q4: 14,903 shares; 2026Q1: 14,477 shares 14,477 $2.46M 0.7% -426 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: not loaded; 2024Q4: 12,059 shares; 2025Q1: 11,995 shares; 2025Q2: 12,326 shares; 2025Q3: 12,326 shares; 2025Q4: 12,137 shares; 2026Q1: 12,075 shares 12,075 $2.33M 0.66% -62 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 55,826 shares; 2025Q4: 58,107 shares; 2026Q1: 58,107 shares 58,107 $2.25M 0.64% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 20,557 shares; 2025Q1: 20,354 shares; 2025Q2: 20,802 shares; 2025Q3: 17,142 shares; 2025Q4: 10,230 shares; 2026Q1: 10,278 shares 10,278 $1.97M 0.56% +48 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,158 shares; 2025Q1: 19,167 shares; 2025Q2: 20,001 shares; 2025Q3: 20,634 shares; 2025Q4: 19,414 shares; 2026Q1: 19,588 shares 19,588 $1.96M 0.56% +174 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: not loaded; 2024Q4: 14,645 shares; 2025Q1: 14,609 shares; 2025Q2: 16,524 shares; 2025Q3: 20,907 shares; 2025Q4: 21,027 shares; 2026Q1: 23,039 shares 23,039 $1.91M 0.54% +2,012 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,522 shares; 2025Q1: 28,501 shares; 2025Q2: 28,681 shares; 2025Q3: 28,354 shares; 2025Q4: 28,272 shares; 2026Q1: 27,764 shares 27,764 $1.89M 0.53% -508 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,459 shares; 2025Q1: 16,497 shares; 2025Q2: 16,084 shares; 2025Q3: 8,254 shares; 2025Q4: 5,889 shares; 2026Q1: 16,210 shares 16,210 $1.81M 0.51% +10,321 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,662 shares; 2025Q1: 19,701 shares; 2025Q2: 18,384 shares; 2025Q3: 13,263 shares; 2025Q4: 12,158 shares; 2026Q1: 9,941 shares 9,941 $1.8M 0.51% -2,217 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,581 shares; 2025Q1: 19,582 shares; 2025Q2: 18,520 shares; 2025Q3: 18,252 shares; 2025Q4: 17,580 shares; 2026Q1: 17,102 shares 17,102 $1.77M 0.5% -478 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,783 shares; 2025Q3: 30,235 shares; 2025Q4: 32,242 shares; 2026Q1: 34,839 shares 34,839 $1.74M 0.49% +2,597 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,970 shares; 2025Q1: 13,341 shares; 2025Q2: 16,429 shares; 2025Q3: 17,443 shares; 2025Q4: 18,225 shares; 2026Q1: 21,259 shares 21,259 $1.69M 0.48% +3,034 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,297 shares; 2025Q1: 2,305 shares; 2025Q2: 2,291 shares; 2025Q3: 3,112 shares; 2025Q4: 3,087 shares; 2026Q1: 2,907 shares 2,907 $1.66M 0.47% -180 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: not loaded; 2024Q4: 2,024 shares; 2025Q1: 2,384 shares; 2025Q2: 3,062 shares; 2025Q3: 2,972 shares; 2025Q4: 3,255 shares; 2026Q1: 3,507 shares 3,507 $1.51M 0.43% +252 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,697 shares; 2025Q1: 5,580 shares; 2025Q2: 5,578 shares; 2025Q3: 5,651 shares; 2025Q4: 5,498 shares; 2026Q1: 7,555 shares 7,555 $1.48M 0.42% +2,057 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 67,267 shares; 2025Q1: 67,267 shares; 2025Q2: 66,017 shares; 2025Q3: 66,162 shares; 2025Q4: 61,197 shares; 2026Q1: 58,392 shares 58,392 $1.48M 0.42% -2,805 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,720 shares; 2025Q2: 8,280 shares; 2025Q3: 7,843 shares; 2025Q4: 7,712 shares; 2026Q1: 7,020 shares 7,020 $1.46M 0.41% -692 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,431 shares; 2025Q1: 1,425 shares; 2025Q2: 1,454 shares; 2025Q3: 2,551 shares; 2025Q4: 2,846 shares; 2026Q1: 2,517 shares 2,517 $1.45M 0.41% -329 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,927 shares; 2025Q1: 27,638 shares; 2025Q2: 27,959 shares; 2025Q3: 29,501 shares; 2025Q4: 28,833 shares; 2026Q1: 30,786 shares 30,786 $1.45M 0.41% +1,953 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,897 shares; 2025Q1: 38,876 shares; 2025Q2: 43,287 shares; 2025Q3: 28,528 shares; 2025Q4: 31,330 shares; 2026Q1: 30,930 shares 30,930 $1.43M 0.4% -400 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: not loaded; 2024Q4: 4,223 shares; 2025Q1: 4,223 shares; 2025Q2: 3,789 shares; 2025Q3: 3,935 shares; 2025Q4: 5,683 shares; 2026Q1: 5,516 shares 5,516 $1.32M 0.38% -167 Timeline CFO VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,173 shares; 2025Q1: 19,173 shares; 2025Q2: 18,970 shares; 2025Q3: 18,650 shares; 2025Q4: 17,577 shares; 2026Q1: 17,510 shares 17,510 $1.3M 0.37% -67 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,363 shares; 2025Q1: 3,477 shares; 2025Q2: 3,583 shares; 2025Q3: 4,157 shares; 2025Q4: 4,105 shares; 2026Q1: 4,207 shares 4,207 $1.24M 0.35% +102 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,700 shares; 2025Q1: 1,725 shares; 2025Q2: 3,835 shares; 2025Q3: 4,985 shares; 2025Q4: 4,998 shares; 2026Q1: 5,006 shares 5,006 $1.21M 0.34% +8 Timeline IBHG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 62,736 shares; 2025Q1: 62,736 shares; 2025Q2: 61,498 shares; 2025Q3: 56,749 shares; 2025Q4: 56,289 shares; 2026Q1: 54,580 shares 54,580 $1.21M 0.34% -1,709 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,542 shares; 2025Q4: 7,496 shares; 2026Q1: 5,492 shares 5,492 $1.2M 0.34% -2,004 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,849 shares; 2025Q1: 2,849 shares; 2025Q2: 2,949 shares; 2025Q3: 4,910 shares; 2025Q4: 4,972 shares; 2026Q1: 4,891 shares 4,891 $1.2M 0.34% -81 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,417 shares; 2025Q1: 10,649 shares; 2025Q2: 11,997 shares; 2025Q3: 12,149 shares; 2025Q4: 12,149 shares; 2026Q1: 12,149 shares 12,149 $1.18M 0.33% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,771 shares; 2025Q1: 6,835 shares; 2025Q2: 7,531 shares; 2025Q3: 9,437 shares; 2025Q4: 9,274 shares; 2026Q1: 9,316 shares 9,316 $1.12M 0.32% +42 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: not loaded; 2024Q4: 12,261 shares; 2025Q1: 12,348 shares; 2025Q2: 11,281 shares; 2025Q3: 12,064 shares; 2025Q4: 12,255 shares; 2026Q1: 12,024 shares 12,024 $1.1M 0.31% -231 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: not loaded; 2024Q4: 2,984 shares; 2025Q1: 3,224 shares; 2025Q2: 3,452 shares; 2025Q3: 3,596 shares; 2025Q4: 3,729 shares; 2026Q1: 3,757 shares 3,757 $1.08M 0.31% +28 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,730 shares; 2025Q1: 13,532 shares; 2025Q2: 14,615 shares; 2025Q3: 14,092 shares; 2025Q4: 15,905 shares; 2026Q1: 15,905 shares 15,905 $1.07M 0.3% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,007 shares; 2025Q1: 4,007 shares; 2025Q2: 4,009 shares; 2025Q3: 6,205 shares; 2025Q4: 4,012 shares; 2026Q1: 4,015 shares 4,015 $1.07M 0.3% +3 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,277 shares; 2025Q3: 35,136 shares; 2025Q4: 35,496 shares; 2026Q1: 32,340 shares 32,340 $1.07M 0.3% -3,156 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,484 shares; 2025Q1: 2,484 shares; 2025Q2: 7,991 shares; 2025Q3: 7,752 shares; 2025Q4: 7,838 shares; 2026Q1: 7,232 shares 7,232 $1.06M 0.3% -606 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 19,808 shares; 2025Q4: 28,417 shares; 2026Q1: 28,523 shares 28,523 $1.05M 0.3% +106 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,869 shares; 2025Q1: 21,954 shares; 2025Q2: 22,845 shares; 2025Q3: 24,072 shares; 2025Q4: 27,005 shares; 2026Q1: 27,044 shares 27,044 $1.04M 0.29% +39 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,776 shares; 2025Q3: 31,650 shares; 2025Q4: 30,989 shares; 2026Q1: 28,394 shares 28,394 $1.03M 0.29% -2,595 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,345 shares; 2025Q1: 5,438 shares; 2025Q2: 10,235 shares; 2025Q3: 10,544 shares; 2025Q4: 9,597 shares; 2026Q1: 10,146 shares 10,146 $1.01M 0.29% +549 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,879 shares; 2025Q1: 1,870 shares; 2025Q2: 1,891 shares; 2025Q3: 2,980 shares; 2025Q4: 2,880 shares; 2026Q1: 2,880 shares 2,880 $973K 0.28% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,549 shares; 2025Q1: 18,048 shares; 2025Q2: 17,514 shares; 2025Q3: 16,753 shares; 2025Q4: 14,629 shares; 2026Q1: 17,909 shares 17,909 $968K 0.27% +3,280 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: not loaded; 2024Q4: 3,855 shares; 2025Q1: 3,744 shares; 2025Q2: 4,246 shares; 2025Q3: 4,081 shares; 2025Q4: 3,943 shares; 2026Q1: 3,675 shares 3,675 $911K 0.26% -268 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,942 shares; 2025Q3: 2,990 shares; 2025Q4: 2,990 shares; 2026Q1: 6,938 shares 6,938 $894K 0.25% +3,948 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,656 shares; 2025Q1: 23,523 shares; 2025Q2: 25,156 shares; 2025Q3: 25,748 shares; 2025Q4: 26,292 shares; 2026Q1: 26,547 shares 26,547 $886K 0.25% +255 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: not loaded; 2024Q4: 20,038 shares; 2025Q1: 20,820 shares; 2025Q2: 21,778 shares; 2025Q3: 9,094 shares; 2025Q4: 7,564 shares; 2026Q1: 8,217 shares 8,217 $884K 0.25% +653 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,965 shares; 2025Q1: 1,985 shares; 2025Q2: 2,237 shares; 2025Q3: 2,688 shares; 2025Q4: 2,703 shares; 2026Q1: 2,643 shares 2,643 $869K 0.25% -60 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: not loaded; 2024Q4: 3,529 shares; 2025Q1: 3,525 shares; 2025Q2: 3,525 shares; 2025Q3: 3,532 shares; 2025Q4: 3,586 shares; 2026Q1: 3,587 shares 3,587 $848K 0.24% +1 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,324 shares; 2025Q1: 2,289 shares; 2025Q2: 2,353 shares; 2025Q3: 2,558 shares; 2025Q4: 2,532 shares; 2026Q1: 2,469 shares 2,469 $844K 0.24% -63 Timeline TBUX T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,877 shares; 2025Q3: 20,865 shares; 2025Q4: 17,619 shares; 2026Q1: 16,551 shares 16,551 $823K 0.23% -1,068 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,317 shares; 2025Q2: not reported; 2025Q3: 4,878 shares; 2025Q4: 16,021 shares; 2026Q1: 13,547 shares 13,547 $822K 0.23% -2,474 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,761 shares 24,761 $810K 0.23% new Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 9,617 shares; 2025Q1: 9,485 shares; 2025Q2: 9,527 shares; 2025Q3: 8,358 shares; 2025Q4: 10,676 shares; 2026Q1: 10,622 shares 10,622 $782K 0.22% -54 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,442 shares 18,442 $757K 0.21% new 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: not loaded; 2024Q4: 2,985 shares; 2025Q1: 2,996 shares; 2025Q2: 2,984 shares; 2025Q3: 2,049 shares; 2025Q4: 3,231 shares; 2026Q1: 2,413 shares 2,413 $750K 0.21% -818 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,986 shares; 2025Q1: 1,968 shares; 2025Q2: 1,974 shares; 2025Q3: 3,795 shares; 2025Q4: 2,349 shares; 2026Q1: 2,445 shares 2,445 $739K 0.21% +96 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: not loaded; 2024Q4: 6,496 shares; 2025Q1: 6,496 shares; 2025Q2: 6,347 shares; 2025Q3: 6,261 shares; 2025Q4: 3,605 shares; 2026Q1: 3,588 shares 3,588 $738K 0.21% -17 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 684 shares; 2025Q1: 681 shares; 2025Q2: 777 shares; 2025Q3: 758 shares; 2025Q4: 757 shares; 2026Q1: 761 shares 761 $732K 0.21% +4 Timeline JAJL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 20,506 shares; 2026Q1: 25,131 shares 25,131 $731K 0.21% +4,625 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,503 shares; 2025Q1: 20,003 shares; 2025Q2: 20,003 shares; 2025Q3: 20,003 shares; 2025Q4: 20,003 shares; 2026Q1: 20,003 shares 20,003 $726K 0.21% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.2% 0 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: not loaded; 2024Q4: 5,837 shares; 2025Q1: 5,902 shares; 2025Q2: 6,254 shares; 2025Q3: 6,938 shares; 2025Q4: 6,881 shares; 2026Q1: 7,345 shares 7,345 $708K 0.2% +464 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,214 shares; 2025Q1: 8,349 shares; 2025Q2: 8,175 shares; 2025Q3: 9,577 shares; 2025Q4: 9,256 shares; 2026Q1: 9,276 shares 9,276 $705K 0.2% +20 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,851 shares; 2025Q3: 19,543 shares; 2025Q4: 16,883 shares; 2026Q1: 13,883 shares 13,883 $693K 0.2% -3,000 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,275 shares; 2025Q3: not reported; 2025Q4: 11,702 shares; 2026Q1: 10,379 shares 10,379 $685K 0.19% -1,323 Timeline VFMF 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,163 shares; 2025Q3: 4,411 shares; 2025Q4: 4,384 shares; 2026Q1: 4,215 shares 4,215 $654K 0.19% -169 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,323 shares; 2025Q1: 7,333 shares; 2025Q2: 7,354 shares; 2025Q3: 7,441 shares; 2025Q4: 7,302 shares; 2026Q1: 7,292 shares 7,292 $653K 0.19% -10 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,102 shares; 2025Q4: 8,255 shares; 2026Q1: 9,407 shares 9,407 $636K 0.18% +1,152 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 233 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 690 shares; 2025Q4: 662 shares; 2026Q1: 689 shares 689 $633K 0.18% +27 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,073 shares; 2025Q1: 4,268 shares; 2025Q2: 3,849 shares; 2025Q3: 4,418 shares; 2025Q4: 4,372 shares; 2026Q1: 4,320 shares 4,320 $627K 0.18% -52 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,503 shares; 2025Q4: not reported; 2026Q1: 3,357 shares 3,357 $627K 0.18% new Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,637 shares; 2025Q1: not reported; 2025Q2: 2,749 shares; 2025Q3: 2,646 shares; 2025Q4: 3,869 shares; 2026Q1: 2,906 shares 2,906 $621K 0.18% -963 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,222 shares; 2025Q4: 6,222 shares; 2026Q1: 7,964 shares 7,964 $615K 0.17% +1,742 Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,473 shares; 2025Q4: 34,898 shares; 2026Q1: 29,029 shares 29,029 $614K 0.17% -5,869 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,031 shares; 2025Q1: 2,024 shares; 2025Q2: 2,024 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,009 shares 2,009 $608K 0.17% -34 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,453 shares; 2025Q1: 1,454 shares; 2025Q2: 3,201 shares; 2025Q3: 2,733 shares; 2025Q4: 2,282 shares; 2026Q1: 1,886 shares 1,886 $605K 0.17% -396 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,538 shares; 2025Q4: 4,540 shares; 2026Q1: 4,166 shares 4,166 $602K 0.17% -374 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,405 shares; 2025Q1: 1,405 shares; 2025Q2: 1,405 shares; 2025Q3: 2,185 shares; 2025Q4: 2,074 shares; 2026Q1: 2,064 shares 2,064 $586K 0.17% -10 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,059 shares; 2025Q1: 1,082 shares; 2025Q2: 1,469 shares; 2025Q3: 1,630 shares; 2025Q4: 2,154 shares; 2026Q1: 1,566 shares 1,566 $582K 0.17% -588 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,949 shares; 2025Q1: 11,000 shares; 2025Q2: 11,158 shares; 2025Q3: 11,461 shares; 2025Q4: 10,915 shares; 2026Q1: 11,920 shares 11,920 $565K 0.16% +1,005 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,808 shares; 2025Q1: 9,220 shares; 2025Q2: 8,539 shares; 2025Q3: 11,284 shares; 2025Q4: 11,620 shares; 2026Q1: 11,127 shares 11,127 $559K 0.16% -493 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 726 shares; 2025Q1: 786 shares; 2025Q2: 973 shares; 2025Q3: 976 shares; 2025Q4: 933 shares; 2026Q1: 923 shares 923 $558K 0.16% -10 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,401 shares; 2025Q1: 10,401 shares; 2025Q2: 11,496 shares; 2025Q3: 11,498 shares; 2025Q4: 11,502 shares; 2026Q1: 11,145 shares 11,145 $557K 0.16% -357 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: not loaded; 2024Q4: 794 shares; 2025Q1: 793 shares; 2025Q2: 843 shares; 2025Q3: 991 shares; 2025Q4: 1,209 shares; 2026Q1: 1,233 shares 1,233 $551K 0.16% +24 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,911 shares; 2025Q3: 3,302 shares; 2025Q4: 3,302 shares; 2026Q1: 6,993 shares 6,993 $548K 0.16% +3,691 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,276 shares; 2025Q4: 2,276 shares; 2026Q1: 1,537 shares 1,537 $541K 0.15% -739 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,599 shares; 2025Q1: 4,678 shares; 2025Q2: 4,678 shares; 2025Q3: 5,611 shares; 2025Q4: 4,505 shares; 2026Q1: 10,749 shares 10,749 $517K 0.15% +6,244 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,196 shares; 2025Q3: 4,645 shares; 2025Q4: 4,570 shares; 2026Q1: 4,193 shares 4,193 $515K 0.15% -377 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,608 shares; 2025Q2: 6,716 shares; 2025Q3: 8,451 shares; 2025Q4: 5,987 shares; 2026Q1: 5,096 shares 5,096 $513K 0.15% -891 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,495 shares; 2025Q3: 8,021 shares; 2025Q4: 12,702 shares; 2026Q1: 13,347 shares 13,347 $507K 0.14% +645 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,398 shares; 2025Q4: 5,673 shares; 2026Q1: 4,009 shares 4,009 $498K 0.14% -1,664 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: not loaded; 2024Q4: 1,564 shares; 2025Q1: 1,661 shares; 2025Q2: 2,349 shares; 2025Q3: 2,508 shares; 2025Q4: 2,453 shares; 2026Q1: 2,481 shares 2,481 $494K 0.14% +28 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,461 shares; 2025Q3: 2,701 shares; 2025Q4: not reported; 2026Q1: 2,134 shares 2,134 $493K 0.14% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 4,822 shares; 2025Q1: 4,566 shares; 2025Q2: 4,566 shares; 2025Q3: 4,566 shares; 2025Q4: 4,566 shares; 2026Q1: 4,566 shares 4,566 $485K 0.14% 0 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,521 shares; 2025Q4: not reported; 2026Q1: 11,284 shares 11,284 $484K 0.14% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,318 shares; 2025Q1: 8,328 shares; 2025Q2: 8,415 shares; 2025Q3: 8,553 shares; 2025Q4: 8,660 shares; 2026Q1: 8,655 shares 8,655 $478K 0.14% -5 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,056 shares; 2025Q1: 8,082 shares; 2025Q2: 8,118 shares; 2025Q3: 8,153 shares; 2025Q4: 8,195 shares; 2026Q1: 8,223 shares 8,223 $465K 0.13% +28 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 523 shares; 2026Q1: 522 shares 522 $456K 0.13% -1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129 shares; 2025Q1: 128 shares; 2025Q2: 128 shares; 2025Q3: 119 shares; 2025Q4: 114 shares; 2026Q1: 108 shares 108 $455K 0.13% -6 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,946 shares; 2025Q1: 3,946 shares; 2025Q2: 4,000 shares; 2025Q3: 7,409 shares; 2025Q4: 7,409 shares; 2026Q1: 5,778 shares 5,778 $448K 0.13% -1,631 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 6,653 shares; 2025Q2: 7,522 shares; 2025Q3: 8,782 shares; 2025Q4: 8,019 shares; 2026Q1: 6,522 shares 6,522 $444K 0.13% -1,497 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,312 shares 1,312 $443K 0.13% +29 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,866 shares; 2025Q1: 4,126 shares; 2025Q2: 7,054 shares; 2025Q3: 3,444 shares; 2025Q4: 3,281 shares; 2026Q1: 3,169 shares 3,169 $442K 0.13% -112 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,509 shares; 2025Q4: 5,289 shares; 2026Q1: 5,378 shares 5,378 $428K 0.12% +89 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,945 shares; 2025Q4: 7,945 shares; 2026Q1: 4,445 shares 4,445 $424K 0.12% -3,500 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,536 shares; 2025Q1: 1,536 shares; 2025Q2: 1,669 shares; 2025Q3: 1,817 shares; 2025Q4: 1,351 shares; 2026Q1: 1,559 shares 1,559 $422K 0.12% +208 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,896 shares; 2025Q4: 3,432 shares; 2026Q1: 4,005 shares 4,005 $403K 0.11% +573 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,857 shares; 2025Q3: 6,857 shares; 2025Q4: 6,857 shares; 2026Q1: 6,857 shares 6,857 $401K 0.11% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,456 shares; 2025Q1: 7,456 shares; 2025Q2: 7,796 shares; 2025Q3: 7,601 shares; 2025Q4: 6,726 shares; 2026Q1: 6,115 shares 6,115 $396K 0.11% -611 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,941 shares; 2025Q1: 2,941 shares; 2025Q2: 2,941 shares; 2025Q3: 3,065 shares; 2025Q4: 3,041 shares; 2026Q1: 2,983 shares 2,983 $394K 0.11% -58 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,884 shares; 2025Q1: 1,884 shares; 2025Q2: 1,884 shares; 2025Q3: 1,884 shares; 2025Q4: 1,884 shares; 2026Q1: 1,888 shares 1,888 $393K 0.11% +4 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,132 shares; 2025Q1: 2,132 shares; 2025Q2: 2,148 shares; 2025Q3: 2,148 shares; 2025Q4: 2,166 shares; 2026Q1: 2,166 shares 2,166 $390K 0.11% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,553 shares; 2026Q1: 6,758 shares 6,758 $385K 0.11% +205 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 495 shares; 2025Q4: 4,775 shares; 2026Q1: 4,003 shares 4,003 $385K 0.11% -772 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,169 shares; 2025Q1: 2,169 shares; 2025Q2: 2,279 shares; 2025Q3: 2,279 shares; 2025Q4: 2,016 shares; 2026Q1: 2,016 shares 2,016 $382K 0.11% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,452 shares; 2025Q1: 27,452 shares; 2025Q2: 27,519 shares; 2025Q3: 27,670 shares; 2025Q4: 27,871 shares; 2026Q1: 15,483 shares 15,483 $375K 0.11% -12,388 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: not loaded; 2024Q4: 4,206 shares; 2025Q1: 4,142 shares; 2025Q2: 4,674 shares; 2025Q3: 3,627 shares; 2025Q4: 4,275 shares; 2026Q1: 3,934 shares 3,934 $374K 0.11% -341 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,894 shares 1,894 $373K 0.11% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 519 shares; 2025Q4: 519 shares; 2026Q1: 524 shares 524 $371K 0.11% +5 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,869 shares; 2025Q1: 19,800 shares; 2025Q2: 7,989 shares; 2025Q3: 5,221 shares; 2025Q4: 4,713 shares; 2026Q1: 4,713 shares 4,713 $371K 0.11% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,708 shares; 2025Q1: 2,618 shares; 2025Q2: 2,630 shares; 2025Q3: 2,639 shares; 2025Q4: 2,660 shares; 2026Q1: 2,666 shares 2,666 $369K 0.1% +6 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: not loaded; 2024Q4: 1,143 shares; 2025Q1: 1,143 shares; 2025Q2: 1,143 shares; 2025Q3: 1,143 shares; 2025Q4: 1,145 shares; 2026Q1: 1,226 shares 1,226 $366K 0.1% +81 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: not loaded; 2024Q4: 2,291 shares; 2025Q1: 2,291 shares; 2025Q2: 2,360 shares; 2025Q3: 2,405 shares; 2025Q4: 2,405 shares; 2026Q1: 2,405 shares 2,405 $364K 0.1% 0 Timeline BSCR 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: not loaded; 2024Q4: 26,136 shares; 2025Q1: 26,195 shares; 2025Q2: 26,383 shares; 2025Q3: 26,578 shares; 2025Q4: 20,769 shares; 2026Q1: 18,322 shares 18,322 $360K 0.1% -2,447 Timeline EVSM 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,997 shares; 2025Q3: 6,997 shares; 2025Q4: 6,997 shares; 2026Q1: 6,997 shares 6,997 $351K 0.1% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,465 shares; 2025Q3: 14,692 shares; 2025Q4: 11,687 shares; 2026Q1: 11,862 shares 11,862 $344K 0.1% +175 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 7,225 shares; 2025Q1: 7,125 shares; 2025Q2: 7,125 shares; 2025Q3: 7,131 shares; 2025Q4: 7,041 shares; 2026Q1: 6,962 shares 6,962 $339K 0.1% -79 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,793 shares; 2025Q4: 4,385 shares; 2026Q1: 4,386 shares 4,386 $330K 0.09% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,038 shares; 2025Q3: 1,038 shares; 2025Q4: 1,038 shares; 2026Q1: 1,038 shares 1,038 $326K 0.09% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 819 shares; 2025Q1: 819 shares; 2025Q2: 850 shares; 2025Q3: 850 shares; 2025Q4: 906 shares; 2026Q1: 943 shares 943 $324K 0.09% +37 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 235 shares; 2025Q4: 255 shares; 2026Q1: 245 shares 245 $323K 0.09% -10 Timeline SPBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,350 shares; 2026Q1: 11,843 shares 11,843 $322K 0.09% +3,493 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,546 shares; 2025Q3: 2,861 shares; 2025Q4: 3,454 shares; 2026Q1: 3,355 shares 3,355 $321K 0.09% -99 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,960 shares 13,960 $320K 0.09% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,314 shares; 2025Q1: 5,332 shares; 2025Q2: 5,352 shares; 2025Q3: 5,369 shares; 2025Q4: 5,388 shares; 2026Q1: 5,375 shares 5,375 $318K 0.09% -13 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,278 shares; 2025Q3: 6,771 shares; 2025Q4: 6,259 shares; 2026Q1: 6,236 shares 6,236 $316K 0.09% -23 Timeline AJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,390 shares; 2025Q4: 10,390 shares; 2026Q1: 11,309 shares 11,309 $313K 0.09% +919 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 31,933 shares; 2025Q1: 31,933 shares; 2025Q2: 32,089 shares; 2025Q3: 32,244 shares; 2025Q4: 30,733 shares; 2026Q1: 12,811 shares 12,811 $311K 0.09% -17,922 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,461 shares; 2025Q4: 1,463 shares; 2026Q1: 1,481 shares 1,481 $306K 0.09% +18 Timeline AOK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,667 shares; 2025Q1: 6,988 shares; 2025Q2: 6,988 shares; 2025Q3: 6,988 shares; 2025Q4: 6,986 shares; 2026Q1: 7,625 shares 7,625 $304K 0.09% +639 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,470 shares; 2025Q4: 4,940 shares; 2026Q1: 4,940 shares 4,940 $303K 0.09% 0 Timeline AAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,437 shares; 2025Q4: 10,437 shares; 2026Q1: 10,437 shares 10,437 $300K 0.09% 0 Timeline SMA SMARTSTOP SELF STORAG REIT I More: the full row for SMARTSTOP SELF STORAG REIT I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,990 shares; 2026Q1: 9,843 shares 9,843 $298K 0.08% -147 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 2,992 shares; 2025Q2: 3,035 shares; 2025Q3: 4,005 shares; 2025Q4: 4,151 shares; 2026Q1: 4,137 shares 4,137 $297K 0.08% -14 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,341 shares; 2026Q1: 11,088 shares 11,088 $294K 0.08% +747 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,330 shares; 2025Q1: 2,330 shares; 2025Q2: 2,330 shares; 2025Q3: 2,330 shares; 2025Q4: 2,330 shares; 2026Q1: 2,330 shares 2,330 $291K 0.08% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 537 shares 537 $289K 0.08% -6 Timeline BSMS 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,286 shares 12,286 $287K 0.08% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,042 shares; 2025Q1: 1,042 shares; 2025Q2: 1,042 shares; 2025Q3: 1,042 shares; 2025Q4: 1,042 shares; 2026Q1: 998 shares 998 $286K 0.08% -44 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,940 shares; 2025Q4: 1,790 shares; 2026Q1: 1,833 shares 1,833 $285K 0.08% +43 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 6,058 shares; 2025Q1: 6,095 shares; 2025Q2: 11,583 shares; 2025Q3: 6,684 shares; 2025Q4: 7,264 shares; 2026Q1: 7,647 shares 7,647 $281K 0.08% +383 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,207 shares; 2026Q1: 4,066 shares 4,066 $278K 0.08% +859 Timeline BFRZ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,716 shares; 2026Q1: 10,544 shares 10,544 $278K 0.08% +2,828 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,361 shares 3,361 $278K 0.08% new Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,363 shares; 2026Q1: 10,363 shares 10,363 $277K 0.08% 0 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,531 shares; 2025Q3: 2,528 shares; 2025Q4: 3,269 shares; 2026Q1: 2,811 shares 2,811 $273K 0.08% -458 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 264 shares; 2025Q4: 264 shares; 2026Q1: 273 shares 273 $272K 0.08% +9 Timeline BSMQ 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,403 shares 11,403 $269K 0.08% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,698 shares; 2025Q3: 2,719 shares; 2025Q4: 2,737 shares; 2026Q1: 2,767 shares 2,767 $269K 0.08% +30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 435 shares; 2025Q1: 434 shares; 2025Q2: 434 shares; 2025Q3: 454 shares; 2025Q4: 649 shares; 2026Q1: 477 shares 477 $269K 0.08% -172 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,171 shares; 2025Q1: 2,159 shares; 2025Q2: 2,159 shares; 2025Q3: 2,499 shares; 2025Q4: 2,591 shares; 2026Q1: 2,616 shares 2,616 $269K 0.08% +25 Timeline BSMR 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,354 shares 11,354 $269K 0.08% new Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,891 shares; 2025Q4: 4,133 shares; 2026Q1: 4,527 shares 4,527 $267K 0.08% +394 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,772 shares; 2025Q3: 6,253 shares; 2025Q4: 5,761 shares; 2026Q1: 5,248 shares 5,248 $266K 0.08% -513 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: not loaded; 2024Q4: 4,134 shares; 2025Q1: 4,134 shares; 2025Q2: 4,134 shares; 2025Q3: 4,134 shares; 2025Q4: 3,798 shares; 2026Q1: 2,904 shares 2,904 $263K 0.07% -894 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,724 shares; 2025Q1: 10,998 shares; 2025Q2: 10,998 shares; 2025Q3: 10,998 shares; 2025Q4: 6,998 shares; 2026Q1: 5,058 shares 5,058 $258K 0.07% -1,940 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,576 shares; 2025Q4: 1,576 shares; 2026Q1: 1,613 shares 1,613 $258K 0.07% +37 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,605 shares; 2026Q1: 6,605 shares 6,605 $254K 0.07% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,150 shares; 2025Q4: 4,232 shares; 2026Q1: 4,232 shares 4,232 $252K 0.07% 0 Timeline SPBX AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,727 shares; 2026Q1: 9,320 shares 9,320 $251K 0.07% +593 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,545 shares; 2025Q3: 1,545 shares; 2025Q4: 1,546 shares; 2026Q1: 1,546 shares 1,546 $245K 0.07% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,468 shares; 2025Q1: not reported; 2025Q2: 2,468 shares; 2025Q3: 2,468 shares; 2025Q4: 2,468 shares; 2026Q1: 2,468 shares 2,468 $236K 0.07% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,225 shares; 2025Q3: 9,225 shares; 2025Q4: 9,361 shares; 2026Q1: 9,304 shares 9,304 $234K 0.07% -57 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,427 shares; 2025Q4: 1,427 shares; 2026Q1: 1,439 shares 1,439 $233K 0.07% +12 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 352 shares; 2025Q1: not reported; 2025Q2: 352 shares; 2025Q3: 352 shares; 2025Q4: 319 shares; 2026Q1: 273 shares 273 $231K 0.07% -46 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,275 shares; 2025Q4: 5,207 shares; 2026Q1: 5,076 shares 5,076 $229K 0.06% -131 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,965 shares 4,965 $228K 0.06% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 586 shares; 2025Q1: 584 shares; 2025Q2: 576 shares; 2025Q3: 576 shares; 2025Q4: 499 shares; 2026Q1: 495 shares 495 $228K 0.06% -4 Timeline OPPE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,211 shares; 2025Q4: 4,212 shares; 2026Q1: 4,213 shares 4,213 $226K 0.06% +1 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: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 579 shares; 2025Q3: 579 shares; 2025Q4: 579 shares; 2026Q1: 407 shares 407 $223K 0.06% -172 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,250 shares; 2025Q1: not reported; 2025Q2: 2,255 shares; 2025Q3: 2,258 shares; 2025Q4: 2,262 shares; 2026Q1: 2,266 shares 2,266 $223K 0.06% +4 Timeline EDGF ADVISORS INNER CIRCLE FD II More: the full row for ADVISORS INNER CIRCLE FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,004 shares 9,004 $223K 0.06% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 514 shares; 2025Q3: 514 shares; 2025Q4: 514 shares; 2026Q1: 514 shares 514 $219K 0.06% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,827 shares; 2025Q1: 1,827 shares; 2025Q2: 1,827 shares; 2025Q3: 1,827 shares; 2025Q4: 1,790 shares; 2026Q1: 1,669 shares 1,669 $219K 0.06% -121 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,234 shares; 2025Q1: 1,813 shares; 2025Q2: 1,813 shares; 2025Q3: 2,239 shares; 2025Q4: 2,229 shares; 2026Q1: 1,940 shares 1,940 $214K 0.06% -289 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,039 shares; 2025Q4: 6,222 shares; 2026Q1: 6,222 shares 6,222 $209K 0.06% 0 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,936 shares; 2025Q1: 8,936 shares; 2025Q2: not reported; 2025Q3: 5,218 shares; 2025Q4: 5,218 shares; 2026Q1: 5,218 shares 5,218 $209K 0.06% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 418 shares; 2025Q3: 401 shares; 2025Q4: 398 shares; 2026Q1: 417 shares 417 $208K 0.06% +19 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,366 shares; 2026Q1: 2,396 shares 2,396 $208K 0.06% +30 Timeline BKCG BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,107 shares; 2025Q4: 6,107 shares; 2026Q1: 6,107 shares 6,107 $207K 0.06% 0 Timeline MSIF MSC INCOME FUND INC More: the full row for MSC INCOME FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,339 shares; 2026Q1: 16,965 shares 16,965 $207K 0.06% +5,626 Timeline MAYW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,993 shares; 2026Q1: 5,993 shares 5,993 $203K 0.06% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,530 shares 3,530 $200K 0.06% new Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,901 shares; 2025Q1: 16,901 shares; 2025Q2: 17,157 shares; 2025Q3: 17,157 shares; 2025Q4: 17,157 shares; 2026Q1: 17,157 shares 17,157 $175K 0.05% 0 Timeline PCIG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,404 shares; 2025Q1: 30,198 shares; 2025Q2: 30,331 shares; 2025Q3: 27,240 shares; 2025Q4: 20,739 shares; 2026Q1: 20,739 shares 20,739 $165K 0.05% 0 Timeline CION CION INVT CORP More: the full row for CION INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,576 shares; 2025Q1: 15,987 shares; 2025Q2: 15,987 shares; 2025Q3: 15,987 shares; 2025Q4: 12,233 shares; 2026Q1: 12,233 shares 12,233 $83.7K 0.02% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,407 shares; 2025Q1: 14,407 shares; 2025Q2: 14,407 shares; 2025Q3: 12,237 shares; 2025Q4: 12,237 shares; 2026Q1: 12,237 shares 12,237 $62.4K 0.02% 0 Timeline