SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,415,118 shares; 2025Q1: 1,547,810 shares; 2025Q2: 1,528,848 shares; 2025Q3: 1,605,031 shares; 2025Q4: 1,744,238 shares; 2026Q1: 2,343,557 shares; 2026Q2: 2,850,502 shares 2,850,502 $251M 12.37% +506,945 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,943,635 shares; 2025Q1: 4,016,699 shares; 2025Q2: 3,938,592 shares; 2025Q3: 4,025,732 shares; 2025Q4: 2,826,409 shares; 2026Q1: 2,858,739 shares; 2026Q2: 2,739,886 shares 2,739,886 $122M 6% -118,853 Timeline CORO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,256,891 shares; 2026Q2: 2,402,506 shares 2,402,506 $87.9M 4.34% +145,615 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; 2024Q3: restricted; 2024Q4: 103,526 shares; 2025Q1: 100,787 shares; 2025Q2: 97,339 shares; 2025Q3: 108,814 shares; 2025Q4: 112,136 shares; 2026Q1: 124,725 shares; 2026Q2: 870,799 shares 870,799 $75M 3.7% +746,074 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; 2024Q3: restricted; 2024Q4: 681,912 shares; 2025Q1: 712,043 shares; 2025Q2: 736,027 shares; 2025Q3: 831,601 shares; 2025Q4: 867,832 shares; 2026Q1: 917,014 shares; 2026Q2: 1,011,182 shares 1,011,182 $72M 3.56% +94,168 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; 2024Q3: restricted; 2024Q4: 561,156 shares; 2025Q1: 602,537 shares; 2025Q2: 638,734 shares; 2025Q3: 794,480 shares; 2025Q4: 972,506 shares; 2026Q1: 1,009,789 shares; 2026Q2: 1,043,867 shares 1,043,867 $71M 3.51% +34,078 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; 2024Q3: restricted; 2024Q4: 186,169 shares; 2025Q1: 189,036 shares; 2025Q2: 194,888 shares; 2025Q3: 215,634 shares; 2025Q4: 222,186 shares; 2026Q1: 240,791 shares; 2026Q2: 273,505 shares 273,505 $59.6M 2.94% +32,714 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,030,631 shares; 2025Q1: 1,957,773 shares; 2025Q2: 1,855,300 shares; 2025Q3: 1,839,453 shares; 2025Q4: 1,536,741 shares; 2026Q1: 1,416,825 shares; 2026Q2: 1,362,389 shares 1,362,389 $50.2M 2.48% -54,436 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; 2024Q3: restricted; 2024Q4: 372,069 shares; 2025Q1: 330,597 shares; 2025Q2: 226,093 shares; 2025Q3: 237,673 shares; 2025Q4: 296,343 shares; 2026Q1: 314,137 shares; 2026Q2: 419,977 shares 419,977 $50M 2.47% +105,840 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 204,719 shares; 2025Q3: 529,670 shares; 2025Q4: 664,625 shares; 2026Q1: 945,924 shares; 2026Q2: 939,162 shares 939,162 $49.5M 2.44% -6,762 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83,207 shares; 2025Q1: 93,038 shares; 2025Q2: 102,108 shares; 2025Q3: 113,889 shares; 2025Q4: 223,947 shares; 2026Q1: 156,320 shares; 2026Q2: 174,363 shares 174,363 $39.6M 1.95% +18,043 Timeline DCOR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 747,782 shares; 2025Q1: 822,152 shares; 2025Q2: 854,201 shares; 2025Q3: 904,883 shares; 2025Q4: 462,877 shares; 2026Q1: 478,148 shares; 2026Q2: 461,690 shares 461,690 $37.8M 1.87% -16,458 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 66,771 shares; 2025Q1: 68,347 shares; 2025Q2: 83,754 shares; 2025Q3: 98,563 shares; 2025Q4: 109,468 shares; 2026Q1: 104,760 shares; 2026Q2: 106,345 shares 106,345 $30.8M 1.52% +1,585 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; 2024Q3: restricted; 2024Q4: 209,126 shares; 2025Q1: 218,035 shares; 2025Q2: 373,081 shares; 2025Q3: 381,763 shares; 2025Q4: 458,913 shares; 2026Q1: 546,149 shares; 2026Q2: 595,099 shares 595,099 $28.8M 1.42% +48,950 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 37,537 shares; 2025Q1: 49,498 shares; 2025Q2: 53,874 shares; 2025Q3: 54,508 shares; 2025Q4: 97,688 shares; 2026Q1: 103,782 shares; 2026Q2: 74,194 shares 74,194 $25.4M 1.26% -29,588 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 132,578 shares; 2025Q1: 252,806 shares; 2025Q2: 430,992 shares; 2025Q3: 479,511 shares; 2025Q4: 774,664 shares; 2026Q1: 424,155 shares; 2026Q2: 297,950 shares 297,950 $24.7M 1.22% -126,205 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; 2024Q3: restricted; 2024Q4: 271,234 shares; 2025Q1: 276,274 shares; 2025Q2: 284,026 shares; 2025Q3: 312,977 shares; 2025Q4: 322,210 shares; 2026Q1: 351,544 shares; 2026Q2: 395,627 shares 395,627 $23.6M 1.17% +44,083 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 130,495 shares; 2025Q4: 166,093 shares; 2026Q1: 267,958 shares; 2026Q2: 355,947 shares 355,947 $21.3M 1.05% +87,989 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 808,370 shares; 2026Q2: 912,153 shares 912,153 $20.8M 1.03% +103,783 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,004,422 shares; 2025Q1: 1,071,152 shares; 2025Q2: 1,098,080 shares; 2025Q3: 1,147,403 shares; 2025Q4: 570,925 shares; 2026Q1: 494,724 shares; 2026Q2: 517,545 shares 517,545 $19.3M 0.95% +22,821 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 424,273 shares; 2025Q3: 466,433 shares; 2025Q4: 568,055 shares; 2026Q1: 629,862 shares; 2026Q2: 445,384 shares 445,384 $19.2M 0.95% -184,478 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; 2024Q3: restricted; 2024Q4: 25,173 shares; 2025Q1: 16,685 shares; 2025Q2: 28,234 shares; 2025Q3: 30,024 shares; 2025Q4: 28,644 shares; 2026Q1: 26,972 shares; 2026Q2: 24,923 shares 24,923 $18.4M 0.91% -2,049 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 91,267 shares; 2025Q1: 86,397 shares; 2025Q2: 91,589 shares; 2025Q3: 104,656 shares; 2025Q4: 148,204 shares; 2026Q1: 175,119 shares; 2026Q2: 193,235 shares 193,235 $18.3M 0.9% +18,116 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; 2024Q3: restricted; 2024Q4: 125,902 shares; 2025Q1: 128,216 shares; 2025Q2: 133,877 shares; 2025Q3: 148,186 shares; 2025Q4: 161,308 shares; 2026Q1: 185,081 shares; 2026Q2: 213,928 shares 213,928 $16.7M 0.82% +28,847 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 274,337 shares; 2025Q1: 295,888 shares; 2025Q2: 303,166 shares; 2025Q3: 323,233 shares; 2025Q4: 283,886 shares; 2026Q1: 296,727 shares; 2026Q2: 338,127 shares 338,127 $16.1M 0.8% +41,400 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; 2024Q3: restricted; 2024Q4: 4,207 shares; 2025Q1: 4,378 shares; 2025Q2: 29,018 shares; 2025Q3: 15,620 shares; 2025Q4: 30,594 shares; 2026Q1: 30,898 shares; 2026Q2: 23,033 shares 23,033 $15.8M 0.78% -7,865 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; 2024Q3: restricted; 2024Q4: 41,595 shares; 2025Q1: 37,326 shares; 2025Q2: 38,903 shares; 2025Q3: 48,929 shares; 2025Q4: 45,192 shares; 2026Q1: 47,917 shares; 2026Q2: 51,773 shares 51,773 $15.7M 0.77% +3,856 Timeline IALT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 533,574 shares 533,574 $15M 0.74% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,049 shares; 2025Q1: 10,311 shares; 2025Q2: 8,082 shares; 2025Q3: 8,425 shares; 2025Q4: 14,132 shares; 2026Q1: 18,344 shares; 2026Q2: 17,344 shares 17,344 $13M 0.64% -1,000 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 38,444 shares; 2025Q1: 53,933 shares; 2025Q2: 58,575 shares; 2025Q3: 62,075 shares; 2025Q4: 57,502 shares; 2026Q1: 58,905 shares; 2026Q2: 63,849 shares 63,849 $12.8M 0.63% +4,944 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,676 shares; 2025Q1: 26,639 shares; 2025Q2: 32,398 shares; 2025Q3: 34,053 shares; 2025Q4: 34,973 shares; 2026Q1: 36,037 shares; 2026Q2: 33,991 shares 33,991 $12.7M 0.63% -2,046 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 76,336 shares; 2025Q2: 102,068 shares; 2025Q3: 115,536 shares; 2025Q4: 102,966 shares; 2026Q1: 114,241 shares; 2026Q2: 123,653 shares 123,653 $12.4M 0.61% +9,412 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,901 shares; 2025Q1: 27,726 shares; 2025Q2: 78,793 shares; 2025Q3: 45,726 shares; 2025Q4: 66,658 shares; 2026Q1: 30,072 shares; 2026Q2: 40,472 shares 40,472 $12.3M 0.61% +10,400 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; 2024Q3: restricted; 2024Q4: 47,254 shares; 2025Q1: 101,768 shares; 2025Q2: 105,390 shares; 2025Q3: 154,853 shares; 2025Q4: 188,643 shares; 2026Q1: 94,707 shares; 2026Q2: 150,646 shares 150,646 $11.4M 0.56% +55,939 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 283,240 shares; 2025Q1: 299,631 shares; 2025Q2: 332,135 shares; 2025Q3: 346,225 shares; 2025Q4: 367,438 shares; 2026Q1: 227,899 shares; 2026Q2: 223,145 shares 223,145 $11.2M 0.56% -4,754 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; 2024Q3: restricted; 2024Q4: 108,667 shares; 2025Q1: 159,516 shares; 2025Q2: 170,148 shares; 2025Q3: 191,869 shares; 2025Q4: 285,511 shares; 2026Q1: 242,355 shares; 2026Q2: 196,968 shares 196,968 $10.3M 0.51% -45,387 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 194,783 shares; 2025Q1: 202,118 shares; 2025Q2: 208,149 shares; 2025Q3: 217,634 shares; 2025Q4: 202,969 shares; 2026Q1: 219,632 shares; 2026Q2: 243,899 shares 243,899 $10.3M 0.51% +24,267 Timeline DFGX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 149,220 shares; 2025Q1: 155,983 shares; 2025Q2: 160,073 shares; 2025Q3: 166,900 shares; 2025Q4: 157,261 shares; 2026Q1: 172,178 shares; 2026Q2: 188,565 shares 188,565 $10.1M 0.5% +16,387 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,632 shares; 2025Q3: 202,189 shares; 2025Q4: 204,371 shares; 2026Q1: 205,451 shares; 2026Q2: 201,133 shares 201,133 $9.91M 0.49% -4,318 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; 2024Q3: restricted; 2024Q4: 64,401 shares; 2025Q1: 63,769 shares; 2025Q2: 66,603 shares; 2025Q3: 73,418 shares; 2025Q4: 79,067 shares; 2026Q1: 98,580 shares; 2026Q2: 128,464 shares 128,464 $9.85M 0.49% +29,884 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; 2024Q3: restricted; 2024Q4: 420,912 shares; 2025Q1: 457,858 shares; 2025Q2: 470,765 shares; 2025Q3: 494,668 shares; 2025Q4: 247,488 shares; 2026Q1: 223,810 shares; 2026Q2: 237,364 shares 237,364 $9.65M 0.48% +13,554 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; 2024Q3: restricted; 2024Q4: 9,810 shares; 2025Q1: 9,438 shares; 2025Q2: 21,084 shares; 2025Q3: 23,118 shares; 2025Q4: 20,274 shares; 2026Q1: 19,436 shares; 2026Q2: 19,068 shares 19,068 $9.54M 0.47% -368 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; 2024Q3: restricted; 2024Q4: 8,570 shares; 2025Q1: 9,051 shares; 2025Q2: not reported; 2025Q3: 1,387 shares; 2025Q4: 1,632 shares; 2026Q1: 3,032 shares; 2026Q2: 39,915 shares 39,915 $8.49M 0.42% +36,883 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106,324 shares; 2025Q1: 108,370 shares; 2025Q2: 112,979 shares; 2025Q3: 123,908 shares; 2025Q4: 133,883 shares; 2026Q1: 150,801 shares; 2026Q2: 174,495 shares 174,495 $8.17M 0.4% +23,694 Timeline DGCB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 132,836 shares; 2025Q1: 140,665 shares; 2025Q2: 143,303 shares; 2025Q3: 148,135 shares; 2025Q4: 128,861 shares; 2026Q1: 141,021 shares; 2026Q2: 148,321 shares 148,321 $8.11M 0.4% +7,300 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,817 shares; 2025Q1: 9,411 shares; 2025Q2: 11,998 shares; 2025Q3: 12,472 shares; 2025Q4: 17,261 shares; 2026Q1: 19,754 shares; 2026Q2: 83,668 shares 83,668 $7.91M 0.39% +63,914 Timeline BLV 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; 2024Q3: restricted; 2024Q4: 67,224 shares; 2025Q1: 67,681 shares; 2025Q2: 71,217 shares; 2025Q3: 78,469 shares; 2025Q4: 84,119 shares; 2026Q1: 98,102 shares; 2026Q2: 114,027 shares 114,027 $7.86M 0.39% +15,925 Timeline AIRR 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,671 shares; 2025Q3: 67,186 shares; 2025Q4: 65,025 shares; 2026Q1: 61,937 shares; 2026Q2: 57,037 shares 57,037 $7.6M 0.38% -4,900 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 229,407 shares; 2025Q1: 243,848 shares; 2025Q2: 258,419 shares; 2025Q3: 270,179 shares; 2025Q4: 165,237 shares; 2026Q1: 175,352 shares; 2026Q2: 183,958 shares 183,958 $7.5M 0.37% +8,606 Timeline HIMU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 60,970 shares; 2025Q2: 66,109 shares; 2025Q3: 76,940 shares; 2025Q4: 96,879 shares; 2026Q1: 122,857 shares; 2026Q2: 146,866 shares 146,866 $7.31M 0.36% +24,009 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 642,751 shares; 2025Q1: 793,566 shares; 2025Q2: 823,628 shares; 2025Q3: 858,514 shares; 2025Q4: 157,626 shares; 2026Q1: 223,169 shares; 2026Q2: 211,835 shares 211,835 $7.26M 0.36% -11,334 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 157,970 shares; 2025Q1: 149,548 shares; 2025Q2: 141,554 shares; 2025Q3: 138,967 shares; 2025Q4: 95,098 shares; 2026Q1: 92,337 shares; 2026Q2: 87,654 shares 87,654 $7.18M 0.35% -4,683 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; 2024Q3: restricted; 2024Q4: 22,122 shares; 2025Q1: 24,496 shares; 2025Q2: 26,604 shares; 2025Q3: 26,327 shares; 2025Q4: 27,312 shares; 2026Q1: 26,783 shares; 2026Q2: 28,576 shares 28,576 $6.81M 0.34% +1,793 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 169,070 shares; 2025Q1: 183,451 shares; 2025Q2: 193,930 shares; 2025Q3: 205,424 shares; 2025Q4: 134,553 shares; 2026Q1: 142,190 shares; 2026Q2: 149,999 shares 149,999 $6.8M 0.34% +7,809 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 174,446 shares; 2025Q1: 189,358 shares; 2025Q2: 203,379 shares; 2025Q3: 216,375 shares; 2025Q4: 140,047 shares; 2026Q1: 149,978 shares; 2026Q2: 158,706 shares 158,706 $6.52M 0.32% +8,728 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 203,027 shares; 2025Q1: 218,477 shares; 2025Q2: 238,495 shares; 2025Q3: 251,545 shares; 2025Q4: 163,637 shares; 2026Q1: 175,304 shares; 2026Q2: 185,163 shares 185,163 $6.5M 0.32% +9,859 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109,782 shares; 2025Q1: 126,369 shares; 2025Q2: 139,109 shares; 2025Q3: 151,892 shares; 2025Q4: 141,462 shares; 2026Q1: 149,099 shares; 2026Q2: 155,556 shares 155,556 $6.48M 0.32% +6,457 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109,646 shares; 2025Q1: 125,223 shares; 2025Q2: 137,840 shares; 2025Q3: 149,474 shares; 2025Q4: 139,083 shares; 2026Q1: 147,456 shares; 2026Q2: 153,873 shares 153,873 $6.48M 0.32% +6,417 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 111,969 shares; 2025Q1: 128,161 shares; 2025Q2: 140,841 shares; 2025Q3: 153,045 shares; 2025Q4: 144,030 shares; 2026Q1: 152,967 shares; 2026Q2: 159,971 shares 159,971 $6.42M 0.32% +7,004 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 108,876 shares; 2025Q1: 123,678 shares; 2025Q2: 135,566 shares; 2025Q3: 147,410 shares; 2025Q4: 137,406 shares; 2026Q1: 145,429 shares; 2026Q2: 151,740 shares 151,740 $6.41M 0.32% +6,311 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 109,869 shares; 2025Q1: 125,816 shares; 2025Q2: 138,338 shares; 2025Q3: 150,890 shares; 2025Q4: 139,967 shares; 2026Q1: 148,393 shares; 2026Q2: 155,052 shares 155,052 $6.41M 0.32% +6,659 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 116,141 shares; 2025Q1: 135,469 shares; 2025Q2: 148,837 shares; 2025Q3: 162,156 shares; 2025Q4: 151,481 shares; 2026Q1: 157,913 shares; 2026Q2: 164,993 shares 164,993 $6.38M 0.31% +7,080 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 115,450 shares; 2025Q1: 131,127 shares; 2025Q2: 144,191 shares; 2025Q3: 157,407 shares; 2025Q4: 147,670 shares; 2026Q1: 156,897 shares; 2026Q2: 164,596 shares 164,596 $6.26M 0.31% +7,699 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 122,795 shares; 2025Q1: 138,789 shares; 2025Q2: 151,276 shares; 2025Q3: 163,759 shares; 2025Q4: 145,710 shares; 2026Q1: 154,608 shares; 2026Q2: 162,090 shares 162,090 $6.25M 0.31% +7,482 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; 2024Q3: restricted; 2024Q4: 4,334 shares; 2025Q1: 3,110 shares; 2025Q2: 7,204 shares; 2025Q3: 7,350 shares; 2025Q4: 10,418 shares; 2026Q1: 9,733 shares; 2026Q2: 7,929 shares 7,929 $5.92M 0.29% -1,804 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; 2024Q3: restricted; 2024Q4: 10,299 shares; 2025Q1: 3,751 shares; 2025Q2: 5,800 shares; 2025Q3: 14,988 shares; 2025Q4: 30,527 shares; 2026Q1: 37,468 shares; 2026Q2: 30,961 shares 30,961 $5.9M 0.29% -6,507 Timeline VTEI 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; 2024Q3: restricted; 2024Q4: 4,176 shares; 2025Q1: 25,764 shares; 2025Q2: 29,231 shares; 2025Q3: 33,803 shares; 2025Q4: 37,241 shares; 2026Q1: 52,738 shares; 2026Q2: 55,973 shares 55,973 $5.65M 0.28% +3,235 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,001 shares; 2025Q1: 8,991 shares; 2025Q2: 17,358 shares; 2025Q3: 25,543 shares; 2025Q4: 22,303 shares; 2026Q1: 10,344 shares; 2026Q2: 8,794 shares 8,794 $5.63M 0.28% -1,550 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 61,713 shares; 2025Q4: 62,820 shares; 2026Q1: 63,837 shares; 2026Q2: 61,078 shares 61,078 $5.45M 0.27% -2,759 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,143 shares; 2025Q4: 90,579 shares; 2026Q1: 90,448 shares; 2026Q2: 86,476 shares 86,476 $5.37M 0.27% -3,972 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; 2024Q3: restricted; 2024Q4: 25,365 shares; 2025Q1: 25,034 shares; 2025Q2: 25,085 shares; 2025Q3: 25,046 shares; 2025Q4: 25,034 shares; 2026Q1: 25,034 shares; 2026Q2: 25,048 shares 25,048 $5.18M 0.26% +14 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21,002 shares; 2025Q1: 21,587 shares; 2025Q2: 29,359 shares; 2025Q3: 28,932 shares; 2025Q4: 20,322 shares; 2026Q1: 22,439 shares; 2026Q2: 20,281 shares 20,281 $5.1M 0.25% -2,158 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,659 shares; 2025Q1: 7,605 shares; 2025Q2: 15,533 shares; 2025Q3: 15,120 shares; 2025Q4: 10,402 shares; 2026Q1: 14,554 shares; 2026Q2: 14,013 shares 14,013 $4.95M 0.24% -541 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 31,472 shares; 2025Q1: 36,402 shares; 2025Q2: 37,934 shares; 2025Q3: 43,189 shares; 2025Q4: 52,084 shares; 2026Q1: 53,806 shares; 2026Q2: 64,106 shares 64,106 $4.86M 0.24% +10,300 Timeline BALI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,575 shares; 2025Q1: 26,868 shares; 2025Q2: 41,128 shares; 2025Q3: 48,180 shares; 2025Q4: 62,936 shares; 2026Q1: 71,247 shares; 2026Q2: 142,708 shares 142,708 $4.83M 0.24% +71,461 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; 2024Q3: restricted; 2024Q4: 22,777 shares; 2025Q1: 21,794 shares; 2025Q2: 35,593 shares; 2025Q3: 21,369 shares; 2025Q4: 18,941 shares; 2026Q1: 19,269 shares; 2026Q2: 12,900 shares 12,900 $4.77M 0.24% -6,369 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 102,687 shares; 2025Q1: 109,465 shares; 2025Q2: 96,516 shares; 2025Q3: 30,648 shares; 2025Q4: 31,916 shares; 2026Q1: 19,793 shares; 2026Q2: 18,730 shares 18,730 $4.72M 0.23% -1,063 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,836 shares; 2025Q1: 3,751 shares; 2025Q2: 4,114 shares; 2025Q3: 4,123 shares; 2025Q4: 4,240 shares; 2026Q1: 4,096 shares; 2026Q2: 4,025 shares 4,025 $4.29M 0.21% -71 Timeline TCAI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 35,934 shares; 2026Q2: 76,131 shares 76,131 $4.26M 0.21% +40,197 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 59,127 shares; 2026Q2: 133,752 shares 133,752 $4.25M 0.21% +74,625 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,792 shares; 2025Q1: 9,048 shares; 2025Q2: 11,362 shares; 2025Q3: 11,310 shares; 2025Q4: 13,072 shares; 2026Q1: 11,785 shares; 2026Q2: 11,832 shares 11,832 $4.23M 0.21% +47 Timeline HEAL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 67,289 shares; 2026Q2: 152,047 shares 152,047 $4.19M 0.21% +84,758 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 45,770 shares; 2025Q1: 49,706 shares; 2025Q2: 51,257 shares; 2025Q3: 55,585 shares; 2025Q4: 66,211 shares; 2026Q1: 77,831 shares; 2026Q2: 81,901 shares 81,901 $4.13M 0.2% +4,070 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; 2024Q3: restricted; 2024Q4: 12,801 shares; 2025Q1: 13,289 shares; 2025Q2: 13,161 shares; 2025Q3: 13,224 shares; 2025Q4: 11,765 shares; 2026Q1: 11,588 shares; 2026Q2: 11,511 shares 11,511 $4.06M 0.2% -77 Timeline AIPO TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 50,040 shares; 2026Q2: 117,261 shares 117,261 $3.92M 0.19% +67,221 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,194 shares; 2025Q3: not reported; 2025Q4: 12,837 shares; 2026Q1: 21,412 shares; 2026Q2: 24,632 shares 24,632 $3.91M 0.19% +3,220 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,020 shares; 2025Q3: 37,377 shares; 2025Q4: 49,471 shares; 2026Q1: 57,584 shares; 2026Q2: 84,783 shares 84,783 $3.82M 0.19% +27,199 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,455 shares; 2025Q1: 9,280 shares; 2025Q2: 10,586 shares; 2025Q3: 10,680 shares; 2025Q4: 10,729 shares; 2026Q1: 24,099 shares; 2026Q2: 64,450 shares 64,450 $3.8M 0.19% +40,351 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,839 shares; 2025Q1: 10,476 shares; 2025Q2: 10,351 shares; 2025Q3: 10,698 shares; 2025Q4: 15,072 shares; 2026Q1: 26,411 shares; 2026Q2: 65,726 shares 65,726 $3.71M 0.18% +39,315 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 51,433 shares; 2026Q2: 121,146 shares 121,146 $3.68M 0.18% +69,713 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,074 shares; 2025Q1: 25,990 shares; 2025Q2: 24,510 shares; 2025Q3: 28,038 shares; 2025Q4: 29,986 shares; 2026Q1: 25,277 shares; 2026Q2: 25,373 shares 25,373 $3.49M 0.17% +96 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; 2024Q3: restricted; 2024Q4: 3,002 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,592 shares; 2025Q4: not reported; 2026Q1: 2,059 shares; 2026Q2: 18,719 shares 18,719 $3.47M 0.17% +16,660 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 34,183 shares; 2025Q1: 15,824 shares; 2025Q2: 18,702 shares; 2025Q3: 10,262 shares; 2025Q4: 10,311 shares; 2026Q1: 8,028 shares; 2026Q2: 9,020 shares 9,020 $3.41M 0.17% +992 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; 2024Q3: restricted; 2024Q4: 212,200 shares; 2025Q1: 221,349 shares; 2025Q2: 208,372 shares; 2025Q3: 257,323 shares; 2025Q4: 68,336 shares; 2026Q1: 68,705 shares; 2026Q2: 36,358 shares 36,358 $3.33M 0.16% -32,347 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 377,232 shares; 2025Q1: 383,012 shares; 2025Q2: 227,776 shares; 2025Q3: 102,934 shares; 2025Q4: 196,147 shares; 2026Q1: 136,109 shares; 2026Q2: 129,940 shares 129,940 $3.32M 0.16% -6,169 Timeline ICOP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 24,616 shares; 2026Q2: 67,251 shares 67,251 $3.31M 0.16% +42,635 Timeline SYSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,035 shares; 2026Q1: 33,891 shares; 2026Q2: 36,397 shares 36,397 $3.23M 0.16% +2,506 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; 2024Q3: restricted; 2024Q4: 29,168 shares; 2025Q1: 27,751 shares; 2025Q2: 26,579 shares; 2025Q3: 23,719 shares; 2025Q4: not reported; 2026Q1: 7,376 shares; 2026Q2: 33,450 shares 33,450 $3.23M 0.16% +26,074 Timeline SETM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 36,515 shares; 2026Q2: 103,159 shares 103,159 $3.21M 0.16% +66,644 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 204,900 shares; 2026Q1: 142,914 shares; 2026Q2: 93,983 shares 93,983 $3.18M 0.16% -48,931 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 82,068 shares; 2025Q1: 76,203 shares; 2025Q2: 68,173 shares; 2025Q3: 66,799 shares; 2025Q4: 58,431 shares; 2026Q1: 70,009 shares; 2026Q2: 64,324 shares 64,324 $3.11M 0.15% -5,685 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,449 shares; 2025Q2: 33,851 shares; 2025Q3: 41,766 shares; 2025Q4: 47,045 shares; 2026Q1: 60,685 shares; 2026Q2: 58,763 shares 58,763 $3.1M 0.15% -1,922 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 23,070 shares; 2025Q1: 21,725 shares; 2025Q2: 20,229 shares; 2025Q3: 20,270 shares; 2025Q4: 19,729 shares; 2026Q1: 18,462 shares; 2026Q2: 18,487 shares 18,487 $3.03M 0.15% +25 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 51,250 shares; 2025Q1: 18,366 shares; 2025Q2: 220,810 shares; 2025Q3: 13,472 shares; 2025Q4: 412,696 shares; 2026Q1: 494,090 shares; 2026Q2: 57,558 shares 57,558 $2.91M 0.14% -436,532 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,841 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,807 shares 15,807 $2.91M 0.14% new Timeline SECU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 58,133 shares 58,133 $2.9M 0.14% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 170,714 shares; 2025Q1: 192,064 shares; 2025Q2: 228,844 shares; 2025Q3: 222,853 shares; 2025Q4: 133,663 shares; 2026Q1: 143,329 shares; 2026Q2: 12,933 shares 12,933 $2.84M 0.14% -130,396 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,940 shares; 2025Q1: 4,502 shares; 2025Q2: 2,760 shares; 2025Q3: 4,981 shares; 2025Q4: 6,443 shares; 2026Q1: 5,035 shares; 2026Q2: 4,294 shares 4,294 $2.82M 0.14% -741 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; 2024Q3: restricted; 2024Q4: 2,377 shares; 2025Q1: 2,791 shares; 2025Q2: 2,859 shares; 2025Q3: 2,637 shares; 2025Q4: 2,569 shares; 2026Q1: 3,476 shares; 2026Q2: 3,009 shares 3,009 $2.81M 0.14% -467 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,726 shares; 2025Q1: 9,725 shares; 2025Q2: 9,726 shares; 2025Q3: 9,726 shares; 2025Q4: 7,426 shares; 2026Q1: 39,800 shares; 2026Q2: 38,034 shares 38,034 $2.8M 0.14% -1,766 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; 2024Q3: restricted; 2024Q4: 1,696 shares; 2025Q1: 8,632 shares; 2025Q2: 14,295 shares; 2025Q3: 13,974 shares; 2025Q4: 13,616 shares; 2026Q1: 10,167 shares; 2026Q2: 7,471 shares 7,471 $2.75M 0.14% -2,696 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,289 shares 17,289 $2.71M 0.13% new 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; 2024Q3: restricted; 2024Q4: 10,487 shares; 2025Q1: 10,087 shares; 2025Q2: 9,586 shares; 2025Q3: 9,734 shares; 2025Q4: 10,140 shares; 2026Q1: 9,717 shares; 2026Q2: 9,491 shares 9,491 $2.67M 0.13% -226 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,070 shares; 2025Q3: 34,517 shares; 2025Q4: 34,726 shares; 2026Q1: 34,371 shares; 2026Q2: 99,827 shares 99,827 $2.66M 0.13% +65,456 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 40,359 shares; 2025Q1: 40,548 shares; 2025Q2: 42,843 shares; 2025Q3: 43,610 shares; 2025Q4: 40,943 shares; 2026Q1: 43,118 shares; 2026Q2: 56,291 shares 56,291 $2.6M 0.13% +13,173 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; 2024Q3: restricted; 2024Q4: 4,911 shares; 2025Q1: 4,914 shares; 2025Q2: 6,067 shares; 2025Q3: 5,577 shares; 2025Q4: 6,981 shares; 2026Q1: 6,133 shares; 2026Q2: 4,357 shares 4,357 $2.53M 0.12% -1,776 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,646 shares; 2026Q2: 12,559 shares 12,559 $2.51M 0.12% +913 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,377 shares; 2025Q1: 19,363 shares; 2025Q2: 15,044 shares; 2025Q3: 15,084 shares; 2025Q4: 16,307 shares; 2026Q1: 25,168 shares; 2026Q2: 23,124 shares 23,124 $2.49M 0.12% -2,044 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; 2024Q3: restricted; 2024Q4: 18,858 shares; 2025Q1: 9,260 shares; 2025Q2: 19,432 shares; 2025Q3: 23,258 shares; 2025Q4: 46,691 shares; 2026Q1: 61,617 shares; 2026Q2: 47,737 shares 47,737 $2.48M 0.12% -13,880 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; 2024Q3: restricted; 2024Q4: 3,375 shares; 2025Q1: 3,799 shares; 2025Q2: 4,161 shares; 2025Q3: 4,606 shares; 2025Q4: 5,346 shares; 2026Q1: 4,609 shares; 2026Q2: 4,092 shares 4,092 $2.3M 0.11% -517 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 117,745 shares; 2026Q2: 127,915 shares 127,915 $2.27M 0.11% +10,170 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; 2024Q3: restricted; 2024Q4: 6,872 shares; 2025Q1: 6,565 shares; 2025Q2: 6,409 shares; 2025Q3: 8,447 shares; 2025Q4: 10,013 shares; 2026Q1: 8,539 shares; 2026Q2: 15,494 shares 15,494 $2.27M 0.11% +6,955 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,543 shares; 2025Q1: 18,253 shares; 2025Q2: 16,652 shares; 2025Q3: 16,856 shares; 2025Q4: 16,698 shares; 2026Q1: 15,091 shares; 2026Q2: 15,034 shares 15,034 $2.17M 0.11% -57 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; 2024Q3: restricted; 2024Q4: 5,776 shares; 2025Q1: 5,781 shares; 2025Q2: 5,365 shares; 2025Q3: 5,447 shares; 2025Q4: 5,987 shares; 2026Q1: 5,981 shares; 2026Q2: 6,247 shares 6,247 $2.15M 0.11% +266 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; 2024Q3: restricted; 2024Q4: 3,152 shares; 2025Q1: 4,002 shares; 2025Q2: 3,926 shares; 2025Q3: 5,793 shares; 2025Q4: not reported; 2026Q1: 8,700 shares; 2026Q2: 27,545 shares 27,545 $2.02M 0.1% +18,845 Timeline EALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,053 shares; 2025Q3: 17,004 shares; 2025Q4: 22,513 shares; 2026Q1: 34,951 shares; 2026Q2: 56,387 shares 56,387 $2.02M 0.1% +21,436 Timeline CRDO CREDO TECHNOLOGY GROUP HOLDI More: the full row for CREDO TECHNOLOGY GROUP HOLDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,900 shares; 2025Q1: 13,930 shares; 2025Q2: 13,930 shares; 2025Q3: 13,930 shares; 2025Q4: 13,280 shares; 2026Q1: 13,952 shares; 2026Q2: 7,343 shares 7,343 $2M 0.1% -6,609 Timeline SHYM 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; 2024Q3: restricted; 2024Q4: 21,754 shares; 2025Q1: 37,290 shares; 2025Q2: 35,919 shares; 2025Q3: 41,435 shares; 2025Q4: 47,232 shares; 2026Q1: 70,045 shares; 2026Q2: 88,577 shares 88,577 $1.99M 0.1% +18,532 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,485 shares; 2025Q1: 9,902 shares; 2025Q2: 10,361 shares; 2025Q3: 13,498 shares; 2025Q4: 11,892 shares; 2026Q1: 11,458 shares; 2026Q2: 7,826 shares 7,826 $1.99M 0.1% -3,632 Timeline FTSM 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 34,168 shares; 2026Q1: 36,202 shares; 2026Q2: 33,175 shares 33,175 $1.98M 0.1% -3,027 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26,163 shares; 2025Q1: 22,066 shares; 2025Q2: 43,767 shares; 2025Q3: 44,705 shares; 2025Q4: 56,048 shares; 2026Q1: 46,390 shares; 2026Q2: 25,679 shares 25,679 $1.97M 0.1% -20,711 Timeline DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 100,207 shares; 2025Q1: 110,406 shares; 2025Q2: 114,800 shares; 2025Q3: 123,283 shares; 2025Q4: 65,349 shares; 2026Q1: 74,205 shares; 2026Q2: 67,535 shares 67,535 $1.96M 0.1% -6,670 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,234 shares; 2025Q1: 2,206 shares; 2025Q2: 2,308 shares; 2025Q3: 7,511 shares; 2025Q4: 7,355 shares; 2026Q1: 7,122 shares; 2026Q2: 7,187 shares 7,187 $1.94M 0.1% +65 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,810 shares; 2025Q1: 3,331 shares; 2025Q2: 4,509 shares; 2025Q3: 5,657 shares; 2025Q4: 5,946 shares; 2026Q1: 5,356 shares; 2026Q2: 4,602 shares 4,602 $1.94M 0.1% -754 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,095 shares; 2026Q2: 40,799 shares 40,799 $1.88M 0.09% +29,704 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; 2024Q3: restricted; 2024Q4: 8,470 shares; 2025Q1: 1,770 shares; 2025Q2: 1,519 shares; 2025Q3: 1,501 shares; 2025Q4: 2,799 shares; 2026Q1: 3,871 shares; 2026Q2: 20,886 shares 20,886 $1.84M 0.09% +17,015 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 25,846 shares; 2025Q1: 26,156 shares; 2025Q2: 30,963 shares; 2025Q3: 31,848 shares; 2025Q4: 19,611 shares; 2026Q1: 16,769 shares; 2026Q2: 15,994 shares 15,994 $1.81M 0.09% -775 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,466 shares; 2025Q1: 20,572 shares; 2025Q2: 21,301 shares; 2025Q3: 20,949 shares; 2025Q4: 19,803 shares; 2026Q1: 19,573 shares; 2026Q2: 19,687 shares 19,687 $1.79M 0.09% +114 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,709 shares; 2025Q1: 2,191 shares; 2025Q2: 2,232 shares; 2025Q3: 3,327 shares; 2025Q4: 2,632 shares; 2026Q1: 1,986 shares; 2026Q2: 14,839 shares 14,839 $1.77M 0.09% +12,853 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,695 shares; 2026Q2: 64,136 shares 64,136 $1.76M 0.09% +52,441 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,756 shares; 2025Q3: 41,758 shares; 2025Q4: 47,531 shares; 2026Q1: 49,843 shares; 2026Q2: 47,072 shares 47,072 $1.72M 0.08% -2,771 Timeline APOC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,220 shares; 2025Q4: 36,127 shares; 2026Q1: 35,362 shares; 2026Q2: 64,902 shares 64,902 $1.71M 0.08% +29,540 Timeline BUFD 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,253 shares; 2025Q3: 38,725 shares; 2025Q4: 43,031 shares; 2026Q1: 47,663 shares; 2026Q2: 56,744 shares 56,744 $1.69M 0.08% +9,081 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 670 shares; 2025Q1: 695 shares; 2025Q2: 710 shares; 2025Q3: 802 shares; 2025Q4: 885 shares; 2026Q1: 1,520 shares; 2026Q2: 13,461 shares 13,461 $1.67M 0.08% +11,941 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,959 shares; 2025Q3: 17,232 shares; 2025Q4: 30,129 shares; 2026Q1: 22,988 shares; 2026Q2: 17,296 shares 17,296 $1.67M 0.08% -5,692 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; 2024Q3: restricted; 2024Q4: 1,488 shares; 2025Q1: 1,233 shares; 2025Q2: 1,545 shares; 2025Q3: 5,424 shares; 2025Q4: 4,526 shares; 2026Q1: 1,487 shares; 2026Q2: 1,374 shares 1,374 $1.65M 0.08% -113 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 816 shares; 2026Q1: 642 shares; 2026Q2: 1,419 shares 1,419 $1.64M 0.08% +777 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,180 shares; 2025Q1: 3,086 shares; 2025Q2: 53,868 shares; 2025Q3: 19,242 shares; 2025Q4: 18,807 shares; 2026Q1: 18,254 shares; 2026Q2: 15,606 shares 15,606 $1.62M 0.08% -2,648 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,108 shares; 2025Q1: 4,614 shares; 2025Q2: 4,613 shares; 2025Q3: 4,955 shares; 2025Q4: 9,426 shares; 2026Q1: 5,576 shares; 2026Q2: 5,504 shares 5,504 $1.6M 0.08% -72 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; 2024Q3: restricted; 2024Q4: 26,215 shares; 2025Q1: 23,987 shares; 2025Q2: 23,980 shares; 2025Q3: 37,779 shares; 2025Q4: 22,611 shares; 2026Q1: 58,176 shares; 2026Q2: 53,197 shares 53,197 $1.59M 0.08% -4,979 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,514 shares; 2025Q2: 10,695 shares; 2025Q3: 12,590 shares; 2025Q4: 13,965 shares; 2026Q1: 14,507 shares; 2026Q2: 15,449 shares 15,449 $1.57M 0.08% +942 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,393 shares; 2026Q1: 56,601 shares; 2026Q2: 61,066 shares 61,066 $1.56M 0.08% +4,465 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,606 shares; 2025Q1: 8,871 shares; 2025Q2: 8,700 shares; 2025Q3: 3,615 shares; 2025Q4: 3,209 shares; 2026Q1: 12,325 shares; 2026Q2: 12,415 shares 12,415 $1.54M 0.08% +90 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,668 shares; 2025Q4: 11,804 shares; 2026Q1: 66,294 shares; 2026Q2: 55,133 shares 55,133 $1.54M 0.08% -11,161 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,356 shares; 2025Q1: 2,317 shares; 2025Q2: 2,151 shares; 2025Q3: 2,214 shares; 2025Q4: 23,579 shares; 2026Q1: 24,213 shares; 2026Q2: 21,582 shares 21,582 $1.54M 0.08% -2,631 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; 2024Q3: restricted; 2024Q4: 10,352 shares; 2025Q1: 10,192 shares; 2025Q2: 8,060 shares; 2025Q3: 8,304 shares; 2025Q4: 8,553 shares; 2026Q1: 8,318 shares; 2026Q2: 8,412 shares 8,412 $1.52M 0.08% +94 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,571 shares; 2026Q1: 9,914 shares; 2026Q2: 10,886 shares 10,886 $1.52M 0.08% +972 Timeline GJUL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,000 shares; 2025Q4: 34,000 shares; 2026Q1: 34,000 shares; 2026Q2: 34,000 shares 34,000 $1.48M 0.07% 0 Timeline GAUG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 35,170 shares; 2025Q4: 35,170 shares; 2026Q1: 35,170 shares; 2026Q2: 35,170 shares 35,170 $1.46M 0.07% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 722 shares; 2025Q1: 5,067 shares; 2025Q2: 4,279 shares; 2025Q3: 6,096 shares; 2025Q4: 4,063 shares; 2026Q1: 4,050 shares; 2026Q2: 4,064 shares 4,064 $1.4M 0.07% +14 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,311 shares; 2025Q4: 120,495 shares; 2026Q1: 38,268 shares; 2026Q2: 20,250 shares 20,250 $1.39M 0.07% -18,018 Timeline MIAX MIAMI INTL HLDGS INC More: the full row for MIAMI INTL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 46,948 shares; 2026Q2: 36,729 shares 36,729 $1.36M 0.07% -10,219 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; 2024Q3: restricted; 2024Q4: 4,568 shares; 2025Q1: 4,876 shares; 2025Q2: 5,622 shares; 2025Q3: 6,178 shares; 2025Q4: 4,173 shares; 2026Q1: 3,661 shares; 2026Q2: 4,162 shares 4,162 $1.36M 0.07% +501 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; 2024Q3: restricted; 2024Q4: 13,088 shares; 2025Q1: 15,828 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,920 shares; 2026Q1: 30,847 shares; 2026Q2: 42,744 shares 42,744 $1.36M 0.07% +11,897 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; 2024Q3: restricted; 2024Q4: 23,031 shares; 2025Q1: 29,911 shares; 2025Q2: 39,071 shares; 2025Q3: 50,687 shares; 2025Q4: 52,926 shares; 2026Q1: 45,196 shares; 2026Q2: 40,550 shares 40,550 $1.35M 0.07% -4,646 Timeline EUHY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,668 shares; 2026Q2: 24,590 shares 24,590 $1.32M 0.07% +1,922 Timeline PZA 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,542 shares; 2025Q3: 21,730 shares; 2025Q4: 27,358 shares; 2026Q1: 45,024 shares; 2026Q2: 56,166 shares 56,166 $1.32M 0.07% +11,142 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; 2024Q3: restricted; 2024Q4: 10,990 shares; 2025Q1: 6,059 shares; 2025Q2: 6,394 shares; 2025Q3: 6,765 shares; 2025Q4: 6,134 shares; 2026Q1: 7,543 shares; 2026Q2: 5,273 shares 5,273 $1.28M 0.06% -2,270 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; 2024Q3: restricted; 2024Q4: 102,800 shares; 2025Q1: 50,829 shares; 2025Q2: 42,917 shares; 2025Q3: 42,699 shares; 2025Q4: 42,467 shares; 2026Q1: 28,682 shares; 2026Q2: 25,330 shares 25,330 $1.28M 0.06% -3,352 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,740 shares; 2026Q1: 1,683 shares; 2026Q2: 1,683 shares 1,683 $1.27M 0.06% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 24,439 shares 24,439 $1.24M 0.06% new Timeline FV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,642 shares; 2025Q3: 18,954 shares; 2025Q4: 16,352 shares; 2026Q1: 16,055 shares; 2026Q2: 16,284 shares 16,284 $1.24M 0.06% +229 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; 2024Q3: restricted; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares; 2025Q3: 2,117 shares; 2025Q4: 6,933 shares; 2026Q1: 12,345 shares; 2026Q2: 7,458 shares 7,458 $1.22M 0.06% -4,887 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 47,361 shares; 2025Q1: 41,263 shares; 2025Q2: 41,930 shares; 2025Q3: 41,836 shares; 2025Q4: 37,797 shares; 2026Q1: 38,777 shares; 2026Q2: 43,717 shares 43,717 $1.21M 0.06% +4,940 Timeline NLR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,657 shares; 2025Q1: 11,132 shares; 2025Q2: 12,325 shares; 2025Q3: 12,960 shares; 2025Q4: 12,773 shares; 2026Q1: 11,636 shares; 2026Q2: 10,149 shares 10,149 $1.18M 0.06% -1,487 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,285 shares; 2026Q2: 47,646 shares 47,646 $1.17M 0.06% +39,361 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; 2024Q3: restricted; 2024Q4: 9,223 shares; 2025Q1: 11,608 shares; 2025Q2: 50,939 shares; 2025Q3: 11,592 shares; 2025Q4: 44,413 shares; 2026Q1: 33,060 shares; 2026Q2: 7,385 shares 7,385 $1.17M 0.06% -25,675 Timeline DJUL 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,095 shares; 2026Q1: 22,576 shares; 2026Q2: 22,576 shares 22,576 $1.13M 0.06% 0 Timeline XUSP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 117,885 shares; 2025Q1: 92,540 shares; 2025Q2: 67,900 shares; 2025Q3: 62,795 shares; 2025Q4: 46,180 shares; 2026Q1: 32,201 shares; 2026Q2: 21,169 shares 21,169 $1.11M 0.06% -11,032 Timeline DAUG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,691 shares; 2026Q1: 23,537 shares; 2026Q2: 23,537 shares 23,537 $1.1M 0.05% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,005 shares; 2025Q3: 31,475 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 21,160 shares 21,160 $1.06M 0.05% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,069 shares; 2025Q2: 4,805 shares; 2025Q3: 7,356 shares; 2025Q4: 17,599 shares; 2026Q1: 13,765 shares; 2026Q2: 12,797 shares 12,797 $1.06M 0.05% -968 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,207 shares; 2026Q2: 8,970 shares 8,970 $1.05M 0.05% +2,763 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 44,771 shares; 2026Q1: 43,988 shares; 2026Q2: 37,971 shares 37,971 $1.05M 0.05% -6,017 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,359 shares; 2026Q2: 20,548 shares 20,548 $1.03M 0.05% +2,189 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,794 shares; 2025Q1: 5,088 shares; 2025Q2: 7,381 shares; 2025Q3: 5,790 shares; 2025Q4: 7,098 shares; 2026Q1: 6,029 shares; 2026Q2: 6,088 shares 6,088 $1.01M 0.05% +59 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,743 shares; 2025Q1: 34,223 shares; 2025Q2: 19,364 shares; 2025Q3: 19,481 shares; 2025Q4: 18,983 shares; 2026Q1: 19,244 shares; 2026Q2: 19,425 shares 19,425 $1.01M 0.05% +181 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 1,091 shares; 2026Q1: 989 shares; 2026Q2: 1,037 shares 1,037 $997K 0.05% +48 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 35,459 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,230 shares; 2026Q1: 16,561 shares; 2026Q2: 11,173 shares 11,173 $989K 0.05% -5,388 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,881 shares; 2025Q1: 3,449 shares; 2025Q2: 4,159 shares; 2025Q3: 4,424 shares; 2025Q4: 4,424 shares; 2026Q1: 3,966 shares; 2026Q2: 3,272 shares 3,272 $978K 0.05% -694 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,787 shares; 2025Q3: 18,285 shares; 2025Q4: 23,129 shares; 2026Q1: 16,273 shares; 2026Q2: 10,972 shares 10,972 $977K 0.05% -5,301 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,725 shares; 2025Q1: 17,050 shares; 2025Q2: 17,230 shares; 2025Q3: 17,562 shares; 2025Q4: 19,509 shares; 2026Q1: 8,987 shares; 2026Q2: 8,649 shares 8,649 $954K 0.05% -338 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,389 shares; 2025Q1: 3,177 shares; 2025Q2: 6,261 shares; 2025Q3: 6,203 shares; 2025Q4: 3,131 shares; 2026Q1: 2,214 shares; 2026Q2: 1,824 shares 1,824 $953K 0.05% -390 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; 2024Q3: restricted; 2024Q4: 1,895 shares; 2025Q1: 1,907 shares; 2025Q2: 2,058 shares; 2025Q3: 1,841 shares; 2025Q4: 1,979 shares; 2026Q1: 1,869 shares; 2026Q2: 1,991 shares 1,991 $951K 0.05% +122 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 7,866 shares; 2025Q2: 8,793 shares; 2025Q3: 10,329 shares; 2025Q4: 28,133 shares; 2026Q1: 18,178 shares; 2026Q2: 15,944 shares 15,944 $940K 0.05% -2,234 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,206 shares; 2025Q3: 2,230 shares; 2025Q4: 4,072 shares; 2026Q1: 3,506 shares; 2026Q2: 3,644 shares 3,644 $932K 0.05% +138 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,084 shares; 2025Q3: 1,124 shares; 2025Q4: 1,918 shares; 2026Q1: 2,730 shares; 2026Q2: 3,828 shares 3,828 $928K 0.05% +1,098 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 41,244 shares; 2025Q1: 43,555 shares; 2025Q2: 12,180 shares; 2025Q3: 10,936 shares; 2025Q4: 22,252 shares; 2026Q1: 25,745 shares; 2026Q2: 11,993 shares 11,993 $925K 0.05% -13,752 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,730 shares; 2025Q1: 19,015 shares; 2025Q2: 22,265 shares; 2025Q3: 23,719 shares; 2025Q4: 23,446 shares; 2026Q1: 21,404 shares; 2026Q2: 18,797 shares 18,797 $924K 0.05% -2,607 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,285 shares; 2025Q1: 4,381 shares; 2025Q2: 6,044 shares; 2025Q3: 6,119 shares; 2025Q4: 5,537 shares; 2026Q1: 5,495 shares; 2026Q2: 5,579 shares 5,579 $913K 0.05% +84 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; 2024Q3: restricted; 2024Q4: 34,109 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,254 shares; 2025Q4: 15,756 shares; 2026Q1: 15,352 shares; 2026Q2: 8,356 shares 8,356 $901K 0.04% -6,996 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 23,989 shares; 2025Q2: 28,831 shares; 2025Q3: 30,851 shares; 2025Q4: 30,403 shares; 2026Q1: 27,427 shares; 2026Q2: 23,012 shares 23,012 $893K 0.04% -4,415 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,086 shares; 2025Q3: 1,153 shares; 2025Q4: 2,223 shares; 2026Q1: 1,900 shares; 2026Q2: 2,350 shares 2,350 $878K 0.04% +450 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; 2024Q3: restricted; 2024Q4: 6,042 shares; 2025Q1: 5,909 shares; 2025Q2: 6,090 shares; 2025Q3: 6,654 shares; 2025Q4: 7,310 shares; 2026Q1: 6,637 shares; 2026Q2: 6,782 shares 6,782 $871K 0.04% +145 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,577 shares; 2025Q1: 2,027 shares; 2025Q2: 9,461 shares; 2025Q3: 5,779 shares; 2025Q4: 1,730 shares; 2026Q1: 2,340 shares; 2026Q2: 2,836 shares 2,836 $869K 0.04% +496 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,093 shares; 2025Q1: 9,006 shares; 2025Q2: 10,636 shares; 2025Q3: 13,493 shares; 2025Q4: 13,083 shares; 2026Q1: 11,816 shares; 2026Q2: 12,989 shares 12,989 $852K 0.04% +1,173 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 233,300 shares; 2025Q1: 189,672 shares; 2025Q2: 15,082 shares; 2025Q3: 14,728 shares; 2025Q4: 14,707 shares; 2026Q1: 8,212 shares; 2026Q2: 8,226 shares 8,226 $842K 0.04% +14 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,916 shares; 2025Q1: 2,087 shares; 2025Q2: 2,466 shares; 2025Q3: 2,676 shares; 2025Q4: 4,377 shares; 2026Q1: 2,343 shares; 2026Q2: 1,964 shares 1,964 $837K 0.04% -379 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,572 shares; 2025Q4: 2,238 shares; 2026Q1: 2,225 shares; 2026Q2: 1,724 shares 1,724 $834K 0.04% -501 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,303 shares; 2025Q1: 18,211 shares; 2025Q2: 16,714 shares; 2025Q3: 16,655 shares; 2025Q4: 16,169 shares; 2026Q1: 15,063 shares; 2026Q2: 15,062 shares 15,062 $824K 0.04% -1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,604 shares; 2025Q1: 4,604 shares; 2025Q2: 4,621 shares; 2025Q3: 4,620 shares; 2025Q4: 4,625 shares; 2026Q1: 4,604 shares; 2026Q2: 4,607 shares 4,607 $818K 0.04% +3 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,839 shares; 2025Q1: 8,875 shares; 2025Q2: 9,013 shares; 2025Q3: 9,024 shares; 2025Q4: 6,887 shares; 2026Q1: 6,907 shares; 2026Q2: 6,922 shares 6,922 $812K 0.04% +15 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,774 shares; 2025Q1: 5,477 shares; 2025Q2: 5,229 shares; 2025Q3: 4,962 shares; 2025Q4: 1,582 shares; 2026Q1: 1,942 shares; 2026Q2: 2,197 shares 2,197 $803K 0.04% +255 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,491 shares; 2025Q1: 3,459 shares; 2025Q2: 3,513 shares; 2025Q3: 3,536 shares; 2025Q4: 3,472 shares; 2026Q1: 3,522 shares; 2026Q2: 3,543 shares 3,543 $793K 0.04% +21 Timeline BILT BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,242 shares 28,242 $792K 0.04% new Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,980 shares; 2025Q1: 12,321 shares; 2025Q2: 15,136 shares; 2025Q3: 18,035 shares; 2025Q4: 16,398 shares; 2026Q1: 21,126 shares; 2026Q2: 12,636 shares 12,636 $786K 0.04% -8,490 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; 2024Q3: restricted; 2024Q4: 25,947 shares; 2025Q1: 25,225 shares; 2025Q2: 22,319 shares; 2025Q3: 21,521 shares; 2025Q4: 4,048 shares; 2026Q1: 4,134 shares; 2026Q2: 3,975 shares 3,975 $786K 0.04% -159 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,761 shares; 2025Q1: 12,294 shares; 2025Q2: 11,789 shares; 2025Q3: 11,946 shares; 2025Q4: 29,929 shares; 2026Q1: 30,050 shares; 2026Q2: 32,587 shares 32,587 $785K 0.04% +2,537 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,218 shares; 2025Q3: 1,229 shares; 2025Q4: 1,276 shares; 2026Q1: 1,043 shares; 2026Q2: 1,028 shares 1,028 $784K 0.04% -15 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; 2024Q3: restricted; 2024Q4: 9,241 shares; 2025Q1: 97,836 shares; 2025Q2: 19,015 shares; 2025Q3: 19,631 shares; 2025Q4: 29,015 shares; 2026Q1: 14,999 shares; 2026Q2: 14,544 shares 14,544 $778K 0.04% -455 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; 2024Q3: restricted; 2024Q4: 11,285 shares; 2025Q1: 11,408 shares; 2025Q2: 8,824 shares; 2025Q3: 9,050 shares; 2025Q4: 11,719 shares; 2026Q1: 11,658 shares; 2026Q2: 10,775 shares 10,775 $775K 0.04% -883 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,634 shares; 2025Q1: 5,350 shares; 2025Q2: 4,572 shares; 2025Q3: 5,183 shares; 2025Q4: 4,796 shares; 2026Q1: 11,981 shares; 2026Q2: 5,194 shares 5,194 $770K 0.04% -6,787 Timeline SPLV 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; 2024Q3: restricted; 2024Q4: 3,439 shares; 2025Q1: 25,684 shares; 2025Q2: 48,043 shares; 2025Q3: 3,033 shares; 2025Q4: 15,800 shares; 2026Q1: 14,871 shares; 2026Q2: 10,110 shares 10,110 $757K 0.04% -4,761 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; 2024Q3: restricted; 2024Q4: 4,987 shares; 2025Q1: 6,003 shares; 2025Q2: 5,322 shares; 2025Q3: 5,384 shares; 2025Q4: 4,929 shares; 2026Q1: 4,857 shares; 2026Q2: 4,960 shares 4,960 $752K 0.04% +103 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; 2024Q3: restricted; 2024Q4: 5,541 shares; 2025Q1: 5,810 shares; 2025Q2: 5,785 shares; 2025Q3: 7,586 shares; 2025Q4: 7,087 shares; 2026Q1: 6,205 shares; 2026Q2: 5,935 shares 5,935 $751K 0.04% -270 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; 2024Q3: restricted; 2024Q4: 2,543 shares; 2025Q1: 2,673 shares; 2025Q2: 2,941 shares; 2025Q3: 2,292 shares; 2025Q4: 1,955 shares; 2026Q1: 1,793 shares; 2026Q2: 1,759 shares 1,759 $750K 0.04% -34 Timeline XLU 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; 2024Q3: restricted; 2024Q4: 4,712 shares; 2025Q1: 4,375 shares; 2025Q2: 6,253 shares; 2025Q3: 18,006 shares; 2025Q4: 29,579 shares; 2026Q1: 25,969 shares; 2026Q2: 16,375 shares 16,375 $742K 0.04% -9,594 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,324 shares; 2025Q1: 2,737 shares; 2025Q2: 3,133 shares; 2025Q3: 3,327 shares; 2025Q4: 3,216 shares; 2026Q1: 2,932 shares; 2026Q2: 2,694 shares 2,694 $737K 0.04% -238 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 528 shares; 2025Q1: 527 shares; 2025Q2: 1,121 shares; 2025Q3: 1,085 shares; 2025Q4: 1,061 shares; 2026Q1: 1,067 shares; 2026Q2: 1,158 shares 1,158 $735K 0.04% +91 Timeline DSEP 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; 2024Q3: restricted; 2024Q4: 15,417 shares; 2025Q1: 15,217 shares; 2025Q2: 15,217 shares; 2025Q3: 15,194 shares; 2025Q4: 30,632 shares; 2026Q1: 15,455 shares; 2026Q2: 15,455 shares 15,455 $733K 0.04% 0 Timeline IWL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 1,539 shares; 2025Q2: 1,931 shares; 2025Q3: 1,919 shares; 2025Q4: 2,537 shares; 2026Q1: 3,690 shares; 2026Q2: 3,951 shares 3,951 $731K 0.04% +261 Timeline RDVY 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; 2024Q3: restricted; 2024Q4: 36,627 shares; 2025Q1: not reported; 2025Q2: 11,958 shares; 2025Q3: 4,196 shares; 2025Q4: 7,695 shares; 2026Q1: 8,639 shares; 2026Q2: 8,949 shares 8,949 $725K 0.04% +310 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; 2024Q3: restricted; 2024Q4: 1,443 shares; 2025Q1: 1,390 shares; 2025Q2: 1,524 shares; 2025Q3: 2,275 shares; 2025Q4: 2,301 shares; 2026Q1: 2,042 shares; 2026Q2: 2,133 shares 2,133 $721K 0.04% +91 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,890 shares; 2025Q1: 2,788 shares; 2025Q2: 3,417 shares; 2025Q3: 3,738 shares; 2025Q4: 3,696 shares; 2026Q1: 3,933 shares; 2026Q2: 3,772 shares 3,772 $716K 0.04% -161 Timeline DFEB 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 14,150 shares; 2026Q1: 14,150 shares; 2026Q2: 14,150 shares 14,150 $714K 0.04% 0 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 310 shares 310 $705K 0.03% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,659 shares; 2025Q1: 4,715 shares; 2025Q2: 4,422 shares; 2025Q3: 6,235 shares; 2025Q4: 15,626 shares; 2026Q1: 11,347 shares; 2026Q2: 7,139 shares 7,139 $688K 0.03% -4,208 Timeline JEPQ 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; 2024Q3: restricted; 2024Q4: 6,017 shares; 2025Q1: 6,361 shares; 2025Q2: 6,648 shares; 2025Q3: 7,641 shares; 2025Q4: 9,898 shares; 2026Q1: 9,420 shares; 2026Q2: 11,163 shares 11,163 $686K 0.03% +1,743 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; 2024Q3: restricted; 2024Q4: 13,288 shares; 2025Q1: 12,850 shares; 2025Q2: 15,462 shares; 2025Q3: 12,923 shares; 2025Q4: 10,884 shares; 2026Q1: 10,229 shares; 2026Q2: 11,899 shares 11,899 $678K 0.03% +1,670 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,583 shares; 2026Q1: 7,769 shares; 2026Q2: 6,733 shares 6,733 $674K 0.03% -1,036 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,233 shares; 2025Q1: 4,635 shares; 2025Q2: 4,218 shares; 2025Q3: 4,297 shares; 2025Q4: 4,504 shares; 2026Q1: 4,023 shares; 2026Q2: 3,964 shares 3,964 $670K 0.03% -59 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 19,646 shares; 2025Q1: 22,607 shares; 2025Q2: 36,421 shares; 2025Q3: 10,523 shares; 2025Q4: 7,730 shares; 2026Q1: 6,526 shares; 2026Q2: 15,727 shares 15,727 $665K 0.03% +9,201 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,425 shares; 2025Q1: 2,425 shares; 2025Q2: 2,381 shares; 2025Q3: 2,383 shares; 2025Q4: 2,381 shares; 2026Q1: 2,381 shares; 2026Q2: 2,205 shares 2,205 $665K 0.03% -176 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; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: 3,096 shares; 2025Q2: 3,941 shares; 2025Q3: 3,889 shares; 2025Q4: 2,777 shares; 2026Q1: 3,020 shares; 2026Q2: 2,982 shares 2,982 $657K 0.03% -38 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; 2024Q3: restricted; 2024Q4: 36,169 shares; 2025Q1: 38,869 shares; 2025Q2: 40,517 shares; 2025Q3: 45,890 shares; 2025Q4: 38,576 shares; 2026Q1: 36,568 shares; 2026Q2: 31,452 shares 31,452 $651K 0.03% -5,116 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,185 shares; 2025Q1: 4,968 shares; 2025Q2: 4,721 shares; 2025Q3: 4,965 shares; 2025Q4: 4,964 shares; 2026Q1: 4,565 shares; 2026Q2: 4,806 shares 4,806 $651K 0.03% +241 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; 2024Q3: restricted; 2024Q4: 24,725 shares; 2025Q1: 38,161 shares; 2025Q2: 6,037 shares; 2025Q3: 26,555 shares; 2025Q4: 5,679 shares; 2026Q1: 13,260 shares; 2026Q2: 12,130 shares 12,130 $650K 0.03% -1,130 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,481 shares; 2025Q1: not reported; 2025Q2: 1,384 shares; 2025Q3: 1,718 shares; 2025Q4: 5,659 shares; 2026Q1: 4,177 shares; 2026Q2: 2,161 shares 2,161 $649K 0.03% -2,016 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,027 shares; 2025Q1: 7,626 shares; 2025Q2: 8,371 shares; 2025Q3: 9,346 shares; 2025Q4: 8,250 shares; 2026Q1: 7,691 shares; 2026Q2: 7,686 shares 7,686 $644K 0.03% -5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,130 shares; 2025Q1: 3,016 shares; 2025Q2: 3,154 shares; 2025Q3: 3,438 shares; 2025Q4: 3,768 shares; 2026Q1: 3,582 shares; 2026Q2: 3,455 shares 3,455 $638K 0.03% -127 Timeline GAM GENERAL AMERN INVS CO INC More: the full row for GENERAL AMERN INVS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,576 shares; 2025Q1: 9,576 shares; 2025Q2: 9,576 shares; 2025Q3: 9,576 shares; 2025Q4: 9,576 shares; 2026Q1: 9,576 shares; 2026Q2: 9,576 shares 9,576 $610K 0.03% 0 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; 2024Q3: restricted; 2024Q4: 3,209 shares; 2025Q1: 4,015 shares; 2025Q2: 3,581 shares; 2025Q3: 4,234 shares; 2025Q4: 6,268 shares; 2026Q1: 7,055 shares; 2026Q2: 5,585 shares 5,585 $600K 0.03% -1,470 Timeline IDNA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,403 shares; 2025Q1: 17,488 shares; 2025Q2: 22,286 shares; 2025Q3: 24,514 shares; 2025Q4: 24,012 shares; 2026Q1: 21,208 shares; 2026Q2: 17,680 shares 17,680 $597K 0.03% -3,528 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,649 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,314 shares 3,314 $592K 0.03% new 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; 2024Q3: restricted; 2024Q4: 2,894 shares; 2025Q1: 2,964 shares; 2025Q2: 3,457 shares; 2025Q3: 3,191 shares; 2025Q4: 2,284 shares; 2026Q1: 1,177 shares; 2026Q2: 1,149 shares 1,149 $585K 0.03% -28 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; 2024Q3: restricted; 2024Q4: 8,427 shares; 2025Q1: 9,764 shares; 2025Q2: 12,055 shares; 2025Q3: 15,918 shares; 2025Q4: 14,548 shares; 2026Q1: 12,807 shares; 2026Q2: 5,006 shares 5,006 $584K 0.03% -7,801 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,309 shares; 2025Q1: 12,165 shares; 2025Q2: 8,506 shares; 2025Q3: 10,372 shares; 2025Q4: 16,153 shares; 2026Q1: 11,759 shares; 2026Q2: 4,791 shares 4,791 $583K 0.03% -6,968 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,273 shares; 2025Q1: 1,272 shares; 2025Q2: 1,352 shares; 2025Q3: 2,357 shares; 2025Q4: 2,005 shares; 2026Q1: 1,967 shares; 2026Q2: 1,561 shares 1,561 $565K 0.03% -406 Timeline TDIV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,367 shares; 2026Q2: 4,789 shares 4,789 $550K 0.03% +2,422 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,625 shares; 2025Q1: 8,624 shares; 2025Q2: 10,524 shares; 2025Q3: 51,529 shares; 2025Q4: 19,812 shares; 2026Q1: 19,435 shares; 2026Q2: 17,952 shares 17,952 $538K 0.03% -1,483 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,388 shares; 2025Q4: 3,033 shares; 2026Q1: 990 shares; 2026Q2: 2,216 shares 2,216 $537K 0.03% +1,226 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,685 shares; 2025Q1: 23,191 shares; 2025Q2: 16,291 shares; 2025Q3: 107,353 shares; 2025Q4: 22,057 shares; 2026Q1: 75,007 shares; 2026Q2: 10,661 shares 10,661 $537K 0.03% -64,346 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,408 shares; 2025Q1: 1,521 shares; 2025Q2: 1,854 shares; 2025Q3: 1,817 shares; 2025Q4: 1,303 shares; 2026Q1: 1,246 shares; 2026Q2: 1,560 shares 1,560 $535K 0.03% +314 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,124 shares; 2025Q1: 11,215 shares; 2025Q2: 11,310 shares; 2025Q3: 11,578 shares; 2025Q4: 11,083 shares; 2026Q1: 11,157 shares; 2026Q2: 11,225 shares 11,225 $534K 0.03% +68 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,320 shares; 2026Q2: 4,814 shares 4,814 $533K 0.03% +2,494 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,715 shares; 2025Q1: 5,775 shares; 2025Q2: 5,775 shares; 2025Q3: 6,157 shares; 2025Q4: 5,792 shares; 2026Q1: 5,567 shares; 2026Q2: 4,552 shares 4,552 $520K 0.03% -1,015 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; 2024Q3: restricted; 2024Q4: 4,718 shares; 2025Q1: 5,311 shares; 2025Q2: 6,973 shares; 2025Q3: 6,623 shares; 2025Q4: 6,963 shares; 2026Q1: 8,137 shares; 2026Q2: 6,337 shares 6,337 $515K 0.03% -1,800 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; 2024Q3: restricted; 2024Q4: 4,267 shares; 2025Q1: 4,267 shares; 2025Q2: 4,332 shares; 2025Q3: 4,432 shares; 2025Q4: 3,268 shares; 2026Q1: 3,207 shares; 2026Q2: 3,560 shares 3,560 $510K 0.03% +353 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,026 shares; 2025Q3: 31,387 shares; 2025Q4: 16,125 shares; 2026Q1: 47,210 shares; 2026Q2: 9,546 shares 9,546 $507K 0.03% -37,664 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,689 shares; 2025Q1: 4,391 shares; 2025Q2: 2,876 shares; 2025Q3: 3,777 shares; 2025Q4: 3,960 shares; 2026Q1: 3,369 shares; 2026Q2: 3,459 shares 3,459 $507K 0.03% +90 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,721 shares 18,721 $506K 0.02% new 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; 2024Q3: restricted; 2024Q4: 2,434 shares; 2025Q1: 2,436 shares; 2025Q2: 2,466 shares; 2025Q3: 2,431 shares; 2025Q4: 1,791 shares; 2026Q1: 1,745 shares; 2026Q2: 2,123 shares 2,123 $502K 0.02% +378 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,970 shares; 2025Q1: 6,597 shares; 2025Q2: 4,942 shares; 2025Q3: 4,718 shares; 2025Q4: 5,256 shares; 2026Q1: 4,949 shares; 2026Q2: 4,808 shares 4,808 $500K 0.02% -141 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,964 shares; 2025Q1: 10,565 shares; 2025Q2: 9,484 shares; 2025Q3: 9,406 shares; 2025Q4: 8,637 shares; 2026Q1: 9,202 shares; 2026Q2: 9,072 shares 9,072 $499K 0.02% -130 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; 2024Q3: restricted; 2024Q4: 883 shares; 2025Q1: 1,074 shares; 2025Q2: 2,324 shares; 2025Q3: 2,013 shares; 2025Q4: 1,775 shares; 2026Q1: 1,757 shares; 2026Q2: 1,818 shares 1,818 $495K 0.02% +61 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; 2024Q3: restricted; 2024Q4: 3,969 shares; 2025Q1: 4,102 shares; 2025Q2: 2,949 shares; 2025Q3: 2,941 shares; 2025Q4: 1,774 shares; 2026Q1: 1,157 shares; 2026Q2: 1,170 shares 1,170 $486K 0.02% +13 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 436 shares; 2026Q1: 447 shares; 2026Q2: 412 shares 412 $484K 0.02% -35 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; 2024Q3: restricted; 2024Q4: 11,661 shares; 2025Q1: 12,966 shares; 2025Q2: 12,448 shares; 2025Q3: 11,361 shares; 2025Q4: 9,789 shares; 2026Q1: 10,572 shares; 2026Q2: 5,476 shares 5,476 $481K 0.02% -5,096 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,580 shares; 2026Q2: 1,844 shares 1,844 $471K 0.02% +264 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,355 shares; 2026Q2: 9,231 shares 9,231 $469K 0.02% -2,124 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,179 shares; 2025Q2: 20,739 shares; 2025Q3: 18,818 shares; 2025Q4: 22,522 shares; 2026Q1: 21,255 shares; 2026Q2: 24,402 shares 24,402 $467K 0.02% +3,147 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,784 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,693 shares; 2026Q1: 14,571 shares; 2026Q2: 14,414 shares 14,414 $457K 0.02% -157 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,508 shares; 2025Q1: 6,561 shares; 2025Q2: 6,326 shares; 2025Q3: 6,829 shares; 2025Q4: 9,296 shares; 2026Q1: 3,734 shares; 2026Q2: 4,231 shares 4,231 $450K 0.02% +497 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,073 shares; 2025Q1: 1,043 shares; 2025Q2: 1,423 shares; 2025Q3: 1,473 shares; 2025Q4: 1,481 shares; 2026Q1: 1,455 shares; 2026Q2: 1,639 shares 1,639 $443K 0.02% +184 Timeline BWMN BOWMAN CONSULTING GROUP LTD More: the full row for BOWMAN CONSULTING GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 14,984 shares 14,984 $438K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,900 shares; 2026Q1: 4,907 shares; 2026Q2: 4,226 shares 4,226 $437K 0.02% -681 Timeline BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,293 shares; 2025Q1: 6,293 shares; 2025Q2: 6,293 shares; 2025Q3: 6,293 shares; 2025Q4: 6,293 shares; 2026Q1: 6,293 shares; 2026Q2: 8,179 shares 8,179 $431K 0.02% +1,886 Timeline JMOM 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; 2024Q3: restricted; 2024Q4: 5,795 shares; 2025Q1: 5,675 shares; 2025Q2: 5,445 shares; 2025Q3: 5,374 shares; 2025Q4: 5,373 shares; 2026Q1: 5,034 shares; 2026Q2: 5,034 shares 5,034 $430K 0.02% 0 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,890 shares 1,890 $426K 0.02% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 235 shares; 2025Q1: 226 shares; 2025Q2: 236 shares; 2025Q3: 226 shares; 2025Q4: 242 shares; 2026Q1: 247 shares; 2026Q2: 249 shares 249 $423K 0.02% +2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,129 shares; 2025Q1: 9,082 shares; 2025Q2: 8,006 shares; 2025Q3: 7,966 shares; 2025Q4: 3,201 shares; 2026Q1: 3,188 shares; 2026Q2: 2,020 shares 2,020 $422K 0.02% -1,168 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,489 shares; 2025Q1: 7,492 shares; 2025Q2: 7,878 shares; 2025Q3: 14,918 shares; 2025Q4: 8,450 shares; 2026Q1: 7,935 shares; 2026Q2: 8,457 shares 8,457 $421K 0.02% +522 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; 2024Q3: restricted; 2024Q4: 3,366 shares; 2025Q1: 3,323 shares; 2025Q2: 3,402 shares; 2025Q3: 4,269 shares; 2025Q4: 3,633 shares; 2026Q1: 3,180 shares; 2026Q2: 4,353 shares 4,353 $419K 0.02% +1,173 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 93,628 shares; 2025Q1: 8,023 shares; 2025Q2: 8,717 shares; 2025Q3: 9,458 shares; 2025Q4: 9,110 shares; 2026Q1: 7,992 shares; 2026Q2: 6,646 shares 6,646 $419K 0.02% -1,346 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,066 shares; 2025Q1: 6,799 shares; 2025Q2: 8,331 shares; 2025Q3: 9,082 shares; 2025Q4: 9,006 shares; 2026Q1: 8,012 shares; 2026Q2: 6,859 shares 6,859 $416K 0.02% -1,153 Timeline MMIT NYLIM ACTIVE ETF TR More: the full row for NYLIM ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,822 shares 16,822 $410K 0.02% new Timeline PSI 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,176 shares; 2026Q2: 2,176 shares 2,176 $409K 0.02% 0 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; 2024Q3: restricted; 2024Q4: 4,813 shares; 2025Q1: 4,891 shares; 2025Q2: 5,645 shares; 2025Q3: 6,473 shares; 2025Q4: 6,510 shares; 2026Q1: 3,888 shares; 2026Q2: 3,453 shares 3,453 $406K 0.02% -435 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,834 shares; 2025Q1: 10,956 shares; 2025Q2: 10,852 shares; 2025Q3: 10,713 shares; 2025Q4: 10,898 shares; 2026Q1: 11,172 shares; 2026Q2: 11,172 shares 11,172 $405K 0.02% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,825 shares; 2026Q2: 4,896 shares 4,896 $403K 0.02% -1,929 Timeline SPCX SPACE EXPLORATION TECHN CORP More: the full row for SPACE EXPLORATION TECHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,345 shares 2,345 $401K 0.02% new Timeline BOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,518 shares; 2026Q1: 4,518 shares; 2026Q2: 7,499 shares 7,499 $398K 0.02% +2,981 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,277 shares; 2026Q1: 6,690 shares; 2026Q2: 6,573 shares 6,573 $396K 0.02% -117 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,092 shares; 2025Q3: 1,088 shares; 2025Q4: 1,120 shares; 2026Q1: 1,610 shares; 2026Q2: 1,658 shares 1,658 $396K 0.02% +48 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 16,847 shares; 2025Q1: 21,503 shares; 2025Q2: 21,243 shares; 2025Q3: 23,534 shares; 2025Q4: 10,636 shares; 2026Q1: 10,372 shares; 2026Q2: 9,598 shares 9,598 $396K 0.02% -774 Timeline TLTW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,677 shares 17,677 $395K 0.02% new 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; 2024Q3: restricted; 2024Q4: 1,854 shares; 2025Q1: 1,666 shares; 2025Q2: 1,619 shares; 2025Q3: 1,776 shares; 2025Q4: 1,789 shares; 2026Q1: 1,584 shares; 2026Q2: 1,590 shares 1,590 $392K 0.02% +6 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,550 shares; 2025Q3: 1,763 shares; 2025Q4: 1,922 shares; 2026Q1: 1,720 shares; 2026Q2: 1,726 shares 1,726 $385K 0.02% +6 Timeline GGOV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,587 shares 7,587 $382K 0.02% new Timeline DJUN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,704 shares; 2026Q2: 7,704 shares 7,704 $380K 0.02% 0 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,447 shares; 2025Q1: 10,492 shares; 2025Q2: 11,967 shares; 2025Q3: 13,081 shares; 2025Q4: 13,001 shares; 2026Q1: 11,506 shares; 2026Q2: 9,910 shares 9,910 $378K 0.02% -1,596 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 9,451 shares; 2026Q1: 8,346 shares; 2026Q2: 7,877 shares 7,877 $376K 0.02% -469 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; 2024Q3: restricted; 2024Q4: 9,299 shares; 2025Q1: 9,496 shares; 2025Q2: 22,660 shares; 2025Q3: 11,708 shares; 2025Q4: 30,086 shares; 2026Q1: 10,926 shares; 2026Q2: 11,063 shares 11,063 $374K 0.02% +137 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,924 shares; 2025Q3: 1,924 shares; 2025Q4: 1,825 shares; 2026Q1: 4,478 shares; 2026Q2: 2,184 shares 2,184 $372K 0.02% -2,294 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,106 shares; 2026Q1: 10,077 shares; 2026Q2: 10,091 shares 10,091 $371K 0.02% +14 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,498 shares 9,498 $370K 0.02% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,597 shares; 2025Q3: 6,682 shares; 2025Q4: 6,617 shares; 2026Q1: 7,207 shares; 2026Q2: 7,638 shares 7,638 $363K 0.02% +431 Timeline SDVY 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 69,402 shares; 2025Q3: 11,462 shares; 2025Q4: 9,674 shares; 2026Q1: 8,930 shares; 2026Q2: 8,377 shares 8,377 $361K 0.02% -553 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,780 shares; 2026Q2: 2,498 shares 2,498 $360K 0.02% -282 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,992 shares; 2025Q1: 20,993 shares; 2025Q2: 21,104 shares; 2025Q3: 21,104 shares; 2025Q4: 23,818 shares; 2026Q1: 23,028 shares; 2026Q2: 15,808 shares 15,808 $353K 0.02% -7,220 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,638 shares 8,638 $351K 0.02% new 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; 2024Q3: restricted; 2024Q4: 3,258 shares; 2025Q1: 3,202 shares; 2025Q2: 3,272 shares; 2025Q3: 4,491 shares; 2025Q4: 3,753 shares; 2026Q1: 3,756 shares; 2026Q2: 3,816 shares 3,816 $350K 0.02% +60 Timeline BJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,410 shares 6,410 $348K 0.02% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 479 shares 479 $347K 0.02% new Timeline LMUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,944 shares; 2026Q2: 6,753 shares 6,753 $346K 0.02% -191 Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,856 shares 4,856 $339K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 4,683 shares; 2025Q2: 6,336 shares; 2025Q3: 7,325 shares; 2025Q4: 8,480 shares; 2026Q1: 12,472 shares; 2026Q2: 7,987 shares 7,987 $338K 0.02% -4,485 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,728 shares; 2025Q3: 2,398 shares; 2025Q4: 3,244 shares; 2026Q1: 2,980 shares; 2026Q2: 3,430 shares 3,430 $331K 0.02% +450 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30,160 shares; 2025Q1: 22,361 shares; 2025Q2: 22,690 shares; 2025Q3: 24,797 shares; 2025Q4: 30,011 shares; 2026Q1: 6,378 shares; 2026Q2: 5,953 shares 5,953 $328K 0.02% -425 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,438 shares 1,438 $322K 0.02% new Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,483 shares 6,483 $321K 0.02% new Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,949 shares; 2025Q1: 13,183 shares; 2025Q2: 12,761 shares; 2025Q3: 6,784 shares; 2025Q4: 6,362 shares; 2026Q1: 5,514 shares; 2026Q2: 4,385 shares 4,385 $319K 0.02% -1,129 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,215 shares; 2025Q2: 3,200 shares; 2025Q3: 3,214 shares; 2025Q4: 2,974 shares; 2026Q1: 2,978 shares; 2026Q2: 2,771 shares 2,771 $318K 0.02% -207 Timeline HONA HONEYWELL AEROSPACE INC More: the full row for HONEYWELL AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,419 shares 1,419 $314K 0.02% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,472 shares; 2026Q2: 1,452 shares 1,452 $308K 0.02% -20 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,322 shares; 2026Q1: 2,988 shares; 2026Q2: 3,121 shares 3,121 $306K 0.02% +133 Timeline EDGH 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,591 shares 9,591 $305K 0.02% new Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,545 shares 4,545 $305K 0.02% new Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,943 shares; 2025Q1: 6,781 shares; 2025Q2: 6,732 shares; 2025Q3: 5,978 shares; 2025Q4: 5,645 shares; 2026Q1: 6,746 shares; 2026Q2: 6,671 shares 6,671 $304K 0.01% -75 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,134 shares; 2026Q1: 3,158 shares; 2026Q2: 3,960 shares 3,960 $302K 0.01% +802 Timeline BRC BRADY CORP More: the full row for BRADY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,279 shares; 2025Q1: 3,279 shares; 2025Q2: 3,279 shares; 2025Q3: 3,279 shares; 2025Q4: 3,279 shares; 2026Q1: 3,279 shares; 2026Q2: 3,279 shares 3,279 $300K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,313 shares; 2026Q1: 1,353 shares; 2026Q2: 1,345 shares 1,345 $300K 0.01% -8 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,095 shares; 2025Q4: 4,848 shares; 2026Q1: 5,524 shares; 2026Q2: 5,516 shares 5,516 $299K 0.01% -8 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,091 shares 6,091 $297K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 12,538 shares; 2025Q4: 3,278 shares; 2026Q1: 4,518 shares; 2026Q2: 2,961 shares 2,961 $293K 0.01% -1,557 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,362 shares; 2026Q1: 2,709 shares; 2026Q2: 2,746 shares 2,746 $285K 0.01% +37 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33,365 shares; 2025Q4: 4,784 shares; 2026Q1: 3,855 shares; 2026Q2: 3,781 shares 3,781 $285K 0.01% -74 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,781 shares; 2026Q2: 4,163 shares 4,163 $284K 0.01% +382 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; 2024Q3: restricted; 2024Q4: 2,238 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares; 2025Q3: 2,238 shares; 2025Q4: 2,238 shares; 2026Q1: 2,248 shares; 2026Q2: 2,541 shares 2,541 $282K 0.01% +293 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 801 shares; 2025Q1: not reported; 2025Q2: 620 shares; 2025Q3: 889 shares; 2025Q4: 944 shares; 2026Q1: 917 shares; 2026Q2: 687 shares 687 $281K 0.01% -230 Timeline QTEC 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 836 shares 836 $280K 0.01% new 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; 2024Q3: restricted; 2024Q4: 1,735 shares; 2025Q1: 1,733 shares; 2025Q2: 2,102 shares; 2025Q3: 1,316 shares; 2025Q4: 1,600 shares; 2026Q1: 1,105 shares; 2026Q2: 1,119 shares 1,119 $278K 0.01% +14 Timeline FDN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,058 shares; 2026Q1: not reported; 2026Q2: 1,049 shares 1,049 $278K 0.01% new Timeline IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,431 shares; 2025Q3: 13,812 shares; 2025Q4: 13,812 shares; 2026Q1: 22,836 shares; 2026Q2: 23,609 shares 23,609 $277K 0.01% +773 Timeline GEF-B GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,895 shares; 2026Q1: 2,927 shares; 2026Q2: 2,955 shares 2,955 $276K 0.01% +28 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,958 shares; 2025Q1: 2,700 shares; 2025Q2: 2,715 shares; 2025Q3: 2,690 shares; 2025Q4: 1,973 shares; 2026Q1: 1,655 shares; 2026Q2: 1,675 shares 1,675 $276K 0.01% +20 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,904 shares; 2026Q1: 10,132 shares; 2026Q2: 10,329 shares 10,329 $274K 0.01% +197 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 10,861 shares 10,861 $273K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,831 shares; 2026Q1: 2,153 shares; 2026Q2: 2,146 shares 2,146 $271K 0.01% -7 Timeline AHR AMERICAN HEALTHCARE REIT INC More: the full row for AMERICAN HEALTHCARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,768 shares; 2025Q1: not reported; 2025Q2: 7,623 shares; 2025Q3: 7,623 shares; 2025Q4: 5,647 shares; 2026Q1: 5,181 shares; 2026Q2: 5,181 shares 5,181 $270K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,286 shares; 2025Q1: 4,290 shares; 2025Q2: 4,335 shares; 2025Q3: 4,302 shares; 2025Q4: 1,112 shares; 2026Q1: 1,047 shares; 2026Q2: 859 shares 859 $270K 0.01% -188 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,726 shares; 2026Q1: 5,080 shares; 2026Q2: 4,990 shares 4,990 $268K 0.01% -90 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 704 shares; 2025Q1: 559 shares; 2025Q2: 627 shares; 2025Q3: 627 shares; 2025Q4: 557 shares; 2026Q1: 557 shares; 2026Q2: 477 shares 477 $267K 0.01% -80 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,363 shares; 2025Q1: 3,830 shares; 2025Q2: 3,422 shares; 2025Q3: 3,075 shares; 2025Q4: 1,279 shares; 2026Q1: 1,183 shares; 2026Q2: 1,228 shares 1,228 $266K 0.01% +45 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,643 shares; 2025Q1: 2,267 shares; 2025Q2: 2,299 shares; 2025Q3: 3,185 shares; 2025Q4: 2,628 shares; 2026Q1: 2,606 shares; 2026Q2: 2,774 shares 2,774 $266K 0.01% +168 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,149 shares; 2025Q1: 2,149 shares; 2025Q2: 2,154 shares; 2025Q3: 2,154 shares; 2025Q4: 2,239 shares; 2026Q1: 2,148 shares; 2026Q2: 2,165 shares 2,165 $263K 0.01% +17 Timeline EDGU 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 8,206 shares 8,206 $263K 0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,113 shares 9,113 $260K 0.01% new Timeline STEN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,361 shares 9,361 $258K 0.01% new Timeline TEND ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,428 shares 9,428 $257K 0.01% new Timeline TENM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 9,496 shares 9,496 $256K 0.01% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 17,795 shares; 2025Q1: 17,795 shares; 2025Q2: 17,906 shares; 2025Q3: 18,242 shares; 2025Q4: 18,674 shares; 2026Q1: 18,893 shares; 2026Q2: 20,116 shares 20,116 $255K 0.01% +1,223 Timeline FTGS 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,503 shares; 2026Q1: 6,794 shares; 2026Q2: 6,888 shares 6,888 $255K 0.01% +94 Timeline EVLN 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,860 shares; 2026Q1: 5,351 shares; 2026Q2: 5,244 shares 5,244 $254K 0.01% -107 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 849 shares 849 $253K 0.01% new 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; 2024Q3: restricted; 2024Q4: 12,752 shares; 2025Q1: 10,922 shares; 2025Q2: not reported; 2025Q3: 2,432 shares; 2025Q4: 2,818 shares; 2026Q1: 16,943 shares; 2026Q2: 2,158 shares 2,158 $253K 0.01% -14,785 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,466 shares; 2025Q1: 2,870 shares; 2025Q2: 8,432 shares; 2025Q3: 7,215 shares; 2025Q4: 6,067 shares; 2026Q1: 739 shares; 2026Q2: 678 shares 678 $248K 0.01% -61 Timeline XTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,911 shares; 2025Q1: 6,069 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,650 shares; 2026Q1: 1,471 shares; 2026Q2: 1,084 shares 1,084 $247K 0.01% -387 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,018 shares; 2025Q1: 2,740 shares; 2025Q2: 2,721 shares; 2025Q3: 2,523 shares; 2025Q4: 2,418 shares; 2026Q1: 1,947 shares; 2026Q2: 2,069 shares 2,069 $243K 0.01% +122 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,368 shares 6,368 $242K 0.01% new Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 825 shares; 2025Q4: 897 shares; 2026Q1: 622 shares; 2026Q2: 680 shares 680 $241K 0.01% +58 Timeline AVLV 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,605 shares; 2026Q2: 2,605 shares 2,605 $238K 0.01% 0 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,010 shares; 2025Q1: 2,841 shares; 2025Q2: 2,842 shares; 2025Q3: 2,843 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $237K 0.01% new 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 233 shares 233 $235K 0.01% new Timeline RYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 14,939 shares; 2025Q1: 15,804 shares; 2025Q2: 16,346 shares; 2025Q3: 16,363 shares; 2025Q4: 16,204 shares; 2026Q1: 15,906 shares; 2026Q2: 14,688 shares 14,688 $235K 0.01% -1,218 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 6,835 shares 6,835 $235K 0.01% new Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,506 shares 5,506 $232K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 534 shares 534 $231K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,479 shares 1,479 $231K 0.01% new Timeline BHVN BIOHAVEN LTD More: the full row for BIOHAVEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,500 shares; 2026Q1: 15,500 shares; 2026Q2: 15,500 shares 15,500 $231K 0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,368 shares; 2025Q1: 3,430 shares; 2025Q2: 4,207 shares; 2025Q3: 1,909 shares; 2025Q4: 5,417 shares; 2026Q1: 5,636 shares; 2026Q2: 1,399 shares 1,399 $230K 0.01% -4,237 Timeline AFLG 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 5,258 shares 5,258 $228K 0.01% 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115 shares 115 $228K 0.01% new Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,775 shares; 2025Q1: 1,775 shares; 2025Q2: 1,775 shares; 2025Q3: 1,775 shares; 2025Q4: 1,775 shares; 2026Q1: 1,775 shares; 2026Q2: 1,450 shares 1,450 $228K 0.01% -325 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,654 shares; 2026Q1: 5,864 shares; 2026Q2: 4,709 shares 4,709 $227K 0.01% -1,155 Timeline MAGS LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,505 shares; 2025Q4: 3,505 shares; 2026Q1: 3,520 shares; 2026Q2: 3,520 shares 3,520 $226K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,428 shares; 2026Q2: 5,428 shares 5,428 $226K 0.01% 0 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,913 shares; 2025Q1: 4,907 shares; 2025Q2: 4,907 shares; 2025Q3: 4,869 shares; 2025Q4: 4,869 shares; 2026Q1: 4,869 shares; 2026Q2: 4,869 shares 4,869 $221K 0.01% 0 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,474 shares; 2026Q2: 2,692 shares 2,692 $218K 0.01% +218 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; 2024Q3: restricted; 2024Q4: 32,971 shares; 2025Q1: 26,819 shares; 2025Q2: 27,365 shares; 2025Q3: 12,614 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 7,009 shares 7,009 $218K 0.01% new Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,096 shares; 2025Q1: 6,412 shares; 2025Q2: 6,669 shares; 2025Q3: 6,688 shares; 2025Q4: 6,652 shares; 2026Q1: 6,420 shares; 2026Q2: 5,301 shares 5,301 $216K 0.01% -1,119 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; 2024Q3: restricted; 2024Q4: 4,429 shares; 2025Q1: 4,429 shares; 2025Q2: 5,898 shares; 2025Q3: 8,591 shares; 2025Q4: 5,207 shares; 2026Q1: 4,225 shares; 2026Q2: 4,222 shares 4,222 $216K 0.01% -3 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,639 shares 4,639 $215K 0.01% new Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,743 shares; 2026Q1: 4,766 shares; 2026Q2: 4,779 shares 4,779 $214K 0.01% +13 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,207 shares 2,207 $214K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,018 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,518 shares 1,518 $213K 0.01% new Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,241 shares 2,241 $212K 0.01% new Timeline PREF PRINCIPAL EXCHANGE TRADED FD More: the full row for PRINCIPAL EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,626 shares; 2026Q1: 11,190 shares; 2026Q2: 11,071 shares 11,071 $211K 0.01% -119 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,757 shares; 2025Q1: 2,630 shares; 2025Q2: 2,606 shares; 2025Q3: 2,427 shares; 2025Q4: 2,223 shares; 2026Q1: 2,210 shares; 2026Q2: 2,256 shares 2,256 $208K 0.01% +46 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; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,043 shares; 2026Q1: 1,927 shares; 2026Q2: 1,416 shares 1,416 $205K 0.01% -511 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; 2024Q3: restricted; 2024Q4: 3,943 shares; 2025Q1: 4,574 shares; 2025Q2: 4,655 shares; 2025Q3: 4,776 shares; 2025Q4: 4,756 shares; 2026Q1: 4,726 shares; 2026Q2: 4,772 shares 4,772 $204K 0.01% +46 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; 2024Q3: restricted; 2024Q4: 3,745 shares; 2025Q1: 4,227 shares; 2025Q2: 3,658 shares; 2025Q3: 3,190 shares; 2025Q4: 2,422 shares; 2026Q1: not reported; 2026Q2: 2,463 shares 2,463 $204K 0.01% new Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,759 shares; 2026Q1: 4,199 shares; 2026Q2: 4,199 shares 4,199 $203K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,330 shares 1,330 $203K 0.01% new Timeline QB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,280 shares 4,280 $201K 0.01% new Timeline VG VENTURE GLOBAL INC More: the full row for VENTURE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,099 shares; 2026Q2: 15,969 shares 15,969 $178K 0.01% +2,870 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 39,076 shares; 2026Q1: 26,433 shares; 2026Q2: 10,176 shares 10,176 $162K 0.01% -16,257 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,705 shares; 2025Q4: 18,653 shares; 2026Q1: 15,986 shares; 2026Q2: 13,243 shares 13,243 $157K 0.01% -2,743 Timeline PML PIMCO MUN INCOME FD II More: the full row for PIMCO MUN INCOME FD II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,025 shares; 2025Q1: 11,181 shares; 2025Q2: 11,298 shares; 2025Q3: 11,483 shares; 2025Q4: 11,657 shares; 2026Q1: 11,837 shares; 2026Q2: 12,025 shares 12,025 $91.5K <0.01% +188 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 29,007 shares; 2026Q1: not reported; 2026Q2: 18,381 shares 18,381 $67.5K <0.01% new Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 13,710 shares 13,710 $60.9K <0.01% new Timeline MX MAGNACHIP SEMICONDUCTOR CORP More: the full row for MAGNACHIP SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 11,475 shares 11,475 $54.3K <0.01% new Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,721 shares; 2026Q1: 13,116 shares; 2026Q2: 12,116 shares 12,116 $19.7K <0.01% -1,000 Timeline ARCHER AVIATION INC ARCHER AVIATION INC More: the full row for ARCHER AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares; 2026Q2: 10,000 shares 10,000 $1.2K <0.01% 0