VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,519 shares; 2024Q4: 144,054 shares; 2025Q1: 144,194 shares; 2025Q2: 148,215 shares; 2025Q3: 146,754 shares; 2025Q4: 144,374 shares; 2026Q1: 147,776 shares 147,776 $88.3M 17.14% +3,402 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,866 shares; 2024Q4: 659,477 shares; 2025Q1: 664,992 shares; 2025Q2: 648,141 shares; 2025Q3: 694,733 shares; 2025Q4: 730,593 shares; 2026Q1: 730,638 shares 730,638 $53.8M 10.44% +45 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 570,206 shares; 2024Q4: 609,830 shares; 2025Q1: 609,512 shares; 2025Q2: 577,888 shares; 2025Q3: 572,312 shares; 2025Q4: 548,815 shares; 2026Q1: 524,375 shares 524,375 $33.6M 6.52% -24,440 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 287,822 shares; 2024Q4: 266,786 shares; 2025Q1: 266,940 shares; 2025Q2: 300,467 shares; 2025Q3: 295,186 shares; 2025Q4: 308,465 shares; 2026Q1: 303,170 shares 303,170 $20.5M 3.97% -5,295 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 249,866 shares; 2024Q4: 251,865 shares; 2025Q1: 251,847 shares; 2025Q2: 248,675 shares; 2025Q3: 266,346 shares; 2025Q4: 289,978 shares; 2026Q1: 291,918 shares 291,918 $14M 2.72% +1,940 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,671 shares; 2024Q4: 37,363 shares; 2025Q1: 37,364 shares; 2025Q2: 39,128 shares; 2025Q3: 37,059 shares; 2025Q4: 36,297 shares; 2026Q1: 36,298 shares 36,298 $11.6M 2.26% +1 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; 2024Q2: restricted; 2024Q3: 154,152 shares; 2024Q4: 177,466 shares; 2025Q1: 184,019 shares; 2025Q2: 181,623 shares; 2025Q3: 206,939 shares; 2025Q4: 208,509 shares; 2026Q1: 206,159 shares 206,159 $11.4M 2.22% -2,350 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15 shares; 2025Q2: 15 shares; 2025Q3: 15 shares; 2025Q4: 15 shares; 2026Q1: 15 shares 15 $10.8M 2.09% 0 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; 2024Q2: restricted; 2024Q3: 138,030 shares; 2024Q4: 157,796 shares; 2025Q1: 167,317 shares; 2025Q2: 172,306 shares; 2025Q3: 187,501 shares; 2025Q4: 182,429 shares; 2026Q1: 180,980 shares 180,980 $10.3M 1.99% -1,449 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,008 shares; 2024Q4: 29,077 shares; 2025Q1: 29,080 shares; 2025Q2: 28,932 shares; 2025Q3: 28,735 shares; 2025Q4: 28,322 shares; 2026Q1: 27,637 shares 27,637 $10.2M 1.99% -685 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,702 shares; 2024Q4: 114,559 shares; 2025Q1: 114,519 shares; 2025Q2: 115,357 shares; 2025Q3: 118,406 shares; 2025Q4: 122,600 shares; 2026Q1: 122,672 shares 122,672 $10.2M 1.97% +72 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,026 shares; 2024Q4: 199,474 shares; 2025Q1: 199,369 shares; 2025Q2: 195,074 shares; 2025Q3: 191,727 shares; 2025Q4: 190,317 shares; 2026Q1: 185,917 shares 185,917 $10M 1.95% -4,400 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,110 shares; 2024Q4: 40,276 shares; 2025Q1: 40,656 shares; 2025Q2: 37,940 shares; 2025Q3: 37,833 shares; 2025Q4: 37,679 shares; 2026Q1: 37,645 shares 37,645 $9.55M 1.85% -34 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,387 shares; 2024Q4: 24,485 shares; 2025Q1: 24,487 shares; 2025Q2: 24,424 shares; 2025Q3: 24,569 shares; 2025Q4: 24,697 shares; 2026Q1: 24,480 shares 24,480 $8.61M 1.67% -217 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,200 shares; 2024Q4: 28,036 shares; 2025Q1: 28,036 shares; 2025Q2: 33,036 shares; 2025Q3: 31,896 shares; 2025Q4: 32,346 shares; 2026Q1: 31,646 shares 31,646 $8.29M 1.61% -700 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 18,918 shares; 2025Q1: 18,873 shares; 2025Q2: 18,474 shares; 2025Q3: 18,190 shares; 2025Q4: 17,504 shares; 2026Q1: 16,845 shares 16,845 $8.07M 1.57% -659 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; 2024Q2: restricted; 2024Q3: 75,747 shares; 2024Q4: 70,553 shares; 2025Q1: 70,543 shares; 2025Q2: 72,996 shares; 2025Q3: 76,505 shares; 2025Q4: 84,718 shares; 2026Q1: 84,729 shares 84,729 $7.52M 1.46% +11 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,699 shares; 2024Q4: 252,714 shares; 2025Q1: 254,699 shares; 2025Q2: 253,670 shares; 2025Q3: 254,986 shares; 2025Q4: 254,295 shares; 2026Q1: 251,530 shares 251,530 $7.33M 1.42% -2,765 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,704 shares; 2024Q4: 36,603 shares; 2025Q1: 36,009 shares; 2025Q2: 35,510 shares; 2025Q3: 34,815 shares; 2025Q4: 34,328 shares; 2026Q1: 33,847 shares 33,847 $7.28M 1.41% -481 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,598 shares; 2024Q4: 35,598 shares; 2025Q1: 35,653 shares; 2025Q2: 35,598 shares; 2025Q3: 34,676 shares; 2025Q4: 34,701 shares; 2026Q1: 34,756 shares 34,756 $4.73M 0.92% +55 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,217 shares; 2024Q4: 139,746 shares; 2025Q1: 142,945 shares; 2025Q2: 146,616 shares; 2025Q3: 142,685 shares; 2025Q4: 141,022 shares; 2026Q1: 139,502 shares 139,502 $4.71M 0.91% -1,520 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,424 shares; 2024Q4: 9,364 shares; 2025Q1: 9,364 shares; 2025Q2: 7,684 shares; 2025Q3: 7,191 shares; 2025Q4: 7,108 shares; 2026Q1: 6,577 shares 6,577 $4.66M 0.9% -531 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 73,528 shares; 2024Q4: 88,613 shares; 2025Q1: 89,256 shares; 2025Q2: 89,462 shares; 2025Q3: 89,582 shares; 2025Q4: 89,568 shares; 2026Q1: 89,596 shares 89,596 $4.14M 0.8% +28 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,477 shares; 2024Q4: 153,528 shares; 2025Q1: 153,602 shares; 2025Q2: 130,243 shares; 2025Q3: 133,008 shares; 2025Q4: 130,726 shares; 2026Q1: 130,216 shares 130,216 $4M 0.78% -510 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,669 shares; 2024Q4: 132,398 shares; 2025Q1: 129,506 shares; 2025Q2: 130,413 shares; 2025Q3: 130,300 shares; 2025Q4: 130,109 shares; 2026Q1: 131,337 shares 131,337 $3.66M 0.71% +1,228 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,270 shares; 2024Q4: 18,490 shares; 2025Q1: 18,507 shares; 2025Q2: 20,192 shares; 2025Q3: 20,217 shares; 2025Q4: 20,210 shares; 2026Q1: 20,270 shares 20,270 $3.54M 0.69% +60 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,431 shares; 2024Q4: 49,134 shares; 2025Q1: 52,176 shares; 2025Q2: 53,411 shares; 2025Q3: 53,706 shares; 2025Q4: 56,621 shares; 2026Q1: 58,528 shares 58,528 $3.45M 0.67% +1,907 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,251 shares; 2024Q4: 138,267 shares; 2025Q1: 138,603 shares; 2025Q2: 137,043 shares; 2025Q3: 136,693 shares; 2025Q4: 136,293 shares; 2026Q1: 135,029 shares 135,029 $3.39M 0.66% -1,264 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 135,650 shares; 2024Q4: 139,623 shares; 2025Q1: 138,629 shares; 2025Q2: 141,873 shares; 2025Q3: 141,458 shares; 2025Q4: 145,665 shares; 2026Q1: 146,390 shares 146,390 $3.29M 0.64% +725 Timeline BSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,430 shares; 2024Q4: 90,961 shares; 2025Q1: 90,657 shares; 2025Q2: 87,810 shares; 2025Q3: 87,544 shares; 2025Q4: 86,485 shares; 2026Q1: 86,065 shares 86,065 $3.1M 0.6% -420 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,403 shares; 2024Q4: 14,388 shares; 2025Q1: 13,913 shares; 2025Q2: 12,688 shares; 2025Q3: 12,563 shares; 2025Q4: 12,543 shares; 2026Q1: 12,471 shares 12,471 $3.03M 0.59% -72 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,096 shares; 2024Q4: 12,393 shares; 2025Q1: 12,404 shares; 2025Q2: 12,117 shares; 2025Q3: 12,028 shares; 2025Q4: 11,788 shares; 2026Q1: 11,768 shares 11,768 $2.88M 0.56% -20 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 6,453 shares; 2025Q1: 6,453 shares; 2025Q2: 6,368 shares; 2025Q3: 6,359 shares; 2025Q4: 6,484 shares; 2026Q1: 6,509 shares 6,509 $2.78M 0.54% +25 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,351 shares; 2024Q4: 43,828 shares; 2025Q1: 45,241 shares; 2025Q2: 44,863 shares; 2025Q3: 49,470 shares; 2025Q4: 53,494 shares; 2026Q1: 52,697 shares 52,697 $2.67M 0.52% -797 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 4,129 shares; 2025Q1: 4,089 shares; 2025Q2: 4,071 shares; 2025Q3: 4,072 shares; 2025Q4: 3,848 shares; 2026Q1: 3,848 shares 3,848 $2.5M 0.49% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,712 shares; 2024Q4: 11,713 shares; 2025Q1: 11,653 shares; 2025Q2: 10,797 shares; 2025Q3: 10,798 shares; 2025Q4: 10,398 shares; 2026Q1: 10,293 shares 10,293 $2.43M 0.47% -105 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,874 shares; 2025Q1: 3,874 shares; 2025Q2: 3,894 shares; 2025Q3: 3,894 shares; 2025Q4: 3,894 shares; 2026Q1: 3,894 shares 3,894 $2.4M 0.47% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,094 shares; 2024Q4: 90,283 shares; 2025Q1: 90,018 shares; 2025Q2: 90,297 shares; 2025Q3: 94,573 shares; 2025Q4: 94,875 shares; 2026Q1: 94,752 shares 94,752 $2.35M 0.46% -123 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,418 shares; 2024Q4: 10,489 shares; 2025Q1: 10,515 shares; 2025Q2: 8,802 shares; 2025Q3: 8,097 shares; 2025Q4: 7,942 shares; 2026Q1: 7,892 shares 7,892 $2.27M 0.44% -50 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,736 shares; 2024Q4: 42,988 shares; 2025Q1: 45,208 shares; 2025Q2: 47,094 shares; 2025Q3: 47,081 shares; 2025Q4: 47,735 shares; 2026Q1: 48,047 shares 48,047 $2.1M 0.41% +312 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,563 shares; 2024Q4: 29,913 shares; 2025Q1: 30,286 shares; 2025Q2: 28,320 shares; 2025Q3: 28,237 shares; 2025Q4: 43,841 shares; 2026Q1: 51,274 shares 51,274 $2.01M 0.39% +7,433 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,964 shares; 2025Q3: 9,205 shares; 2025Q4: 15,149 shares; 2026Q1: 17,116 shares 17,116 $1.9M 0.37% +1,967 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,609 shares; 2024Q4: 13,538 shares; 2025Q1: 13,659 shares; 2025Q2: 13,692 shares; 2025Q3: 13,620 shares; 2025Q4: 15,246 shares; 2026Q1: 15,248 shares 15,248 $1.9M 0.37% +2 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,775 shares; 2024Q4: 8,879 shares; 2025Q1: 8,720 shares; 2025Q2: 8,702 shares; 2025Q3: 8,620 shares; 2025Q4: 8,605 shares; 2026Q1: 8,560 shares 8,560 $1.86M 0.36% -45 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 15,670 shares; 2025Q1: 16,285 shares; 2025Q2: 15,478 shares; 2025Q3: 18,621 shares; 2025Q4: 24,812 shares; 2026Q1: 21,597 shares 21,597 $1.83M 0.35% -3,215 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,211 shares; 2024Q4: 57,921 shares; 2025Q1: 57,930 shares; 2025Q2: 57,885 shares; 2025Q3: 57,671 shares; 2025Q4: 58,758 shares; 2026Q1: 58,850 shares 58,850 $1.82M 0.35% +92 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,710 shares; 2024Q4: 10,710 shares; 2025Q1: 10,710 shares; 2025Q2: 15,410 shares; 2025Q3: 16,390 shares; 2025Q4: 16,390 shares; 2026Q1: 16,390 shares 16,390 $1.79M 0.35% 0 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,630 shares; 2024Q4: 2,530 shares; 2025Q1: 2,530 shares; 2025Q2: 2,530 shares; 2025Q3: 2,514 shares; 2025Q4: 2,474 shares; 2026Q1: 2,404 shares 2,404 $1.77M 0.34% -70 Timeline GRID FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,734 shares; 2024Q4: 1,749 shares; 2025Q1: 1,849 shares; 2025Q2: 4,675 shares; 2025Q3: 6,642 shares; 2025Q4: 9,304 shares; 2026Q1: 10,299 shares 10,299 $1.68M 0.33% +995 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,909 shares; 2024Q4: 16,909 shares; 2025Q1: 19,509 shares; 2025Q2: 19,867 shares; 2025Q3: 19,867 shares; 2025Q4: 21,262 shares; 2026Q1: 21,438 shares 21,438 $1.65M 0.32% +176 Timeline VNQI VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,785 shares; 2024Q4: 32,785 shares; 2025Q1: 32,785 shares; 2025Q2: 32,785 shares; 2025Q3: 33,585 shares; 2025Q4: 36,435 shares; 2026Q1: 36,435 shares 36,435 $1.62M 0.31% 0 Timeline NAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,407 shares; 2024Q4: 36,207 shares; 2025Q1: 31,824 shares; 2025Q2: 31,824 shares; 2025Q3: 30,404 shares; 2025Q4: 29,053 shares; 2026Q1: 29,053 shares 29,053 $1.59M 0.31% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,453 shares; 2024Q4: 55,519 shares; 2025Q1: 55,417 shares; 2025Q2: 54,295 shares; 2025Q3: 54,429 shares; 2025Q4: 54,289 shares; 2026Q1: 54,089 shares 54,089 $1.57M 0.31% -200 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,841 shares; 2025Q1: 3,841 shares; 2025Q2: 3,818 shares; 2025Q3: 3,803 shares; 2025Q4: 3,336 shares; 2026Q1: 3,336 shares 3,336 $1.55M 0.3% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,838 shares; 2024Q4: 6,839 shares; 2025Q1: 6,275 shares; 2025Q2: 6,237 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 6,217 shares 6,217 $1.54M 0.3% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,490 shares; 2024Q4: 2,633 shares; 2025Q1: 2,633 shares; 2025Q2: 2,633 shares; 2025Q3: 2,633 shares; 2025Q4: 2,633 shares; 2026Q1: 2,633 shares 2,633 $1.52M 0.29% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,186 shares; 2025Q2: 15,186 shares; 2025Q3: 15,186 shares; 2025Q4: 15,182 shares; 2026Q1: 15,182 shares 15,182 $1.47M 0.29% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,334 shares; 2024Q4: 3,371 shares; 2025Q1: 3,353 shares; 2025Q2: 2,731 shares; 2025Q3: 2,736 shares; 2025Q4: 2,643 shares; 2026Q1: 2,566 shares 2,566 $1.47M 0.28% -77 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,526 shares; 2024Q4: 10,213 shares; 2025Q1: 9,849 shares; 2025Q2: 9,434 shares; 2025Q3: 9,096 shares; 2025Q4: 7,671 shares; 2026Q1: 7,631 shares 7,631 $1.45M 0.28% -40 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,506 shares; 2024Q4: 5,526 shares; 2025Q1: 5,526 shares; 2025Q2: 5,026 shares; 2025Q3: 4,926 shares; 2025Q4: 4,936 shares; 2026Q1: 4,776 shares 4,776 $1.4M 0.27% -160 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,075 shares; 2024Q4: 10,075 shares; 2025Q1: 9,675 shares; 2025Q2: 8,975 shares; 2025Q3: 8,975 shares; 2025Q4: 8,975 shares; 2026Q1: 8,975 shares 8,975 $1.37M 0.27% 0 Timeline SDVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,128 shares; 2025Q2: 35,029 shares; 2025Q3: 55,425 shares; 2025Q4: 58,798 shares; 2026Q1: 62,897 shares 62,897 $1.36M 0.26% +4,099 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,240 shares; 2024Q4: 8,920 shares; 2025Q1: 8,910 shares; 2025Q2: 8,030 shares; 2025Q3: 8,030 shares; 2025Q4: 6,825 shares; 2026Q1: 6,775 shares 6,775 $1.34M 0.26% -50 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,234 shares; 2024Q4: 17,906 shares; 2025Q1: 17,895 shares; 2025Q2: 17,949 shares; 2025Q3: 17,204 shares; 2025Q4: 17,278 shares; 2026Q1: 16,864 shares 16,864 $1.34M 0.26% -414 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,689 shares; 2024Q4: 54,475 shares; 2025Q1: 53,834 shares; 2025Q2: 39,892 shares; 2025Q3: 39,716 shares; 2025Q4: 40,336 shares; 2026Q1: 40,470 shares 40,470 $1.31M 0.25% +134 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,956 shares; 2024Q4: 18,541 shares; 2025Q1: 18,006 shares; 2025Q2: 17,056 shares; 2025Q3: 16,706 shares; 2025Q4: 16,706 shares; 2026Q1: 16,606 shares 16,606 $1.29M 0.25% -100 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,492 shares; 2024Q4: 28,040 shares; 2025Q1: 27,900 shares; 2025Q2: 19,759 shares; 2025Q3: 17,556 shares; 2025Q4: 16,266 shares; 2026Q1: 13,818 shares 13,818 $1.28M 0.25% -2,448 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,912 shares; 2024Q4: 2,970 shares; 2025Q1: 3,354 shares; 2025Q2: 3,254 shares; 2025Q3: 3,265 shares; 2025Q4: 3,332 shares; 2026Q1: 3,332 shares 3,332 $1.28M 0.25% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,299 shares; 2024Q4: 7,325 shares; 2025Q1: 7,326 shares; 2025Q2: 7,327 shares; 2025Q3: 7,328 shares; 2025Q4: 7,330 shares; 2026Q1: 7,335 shares 7,335 $1.24M 0.24% +5 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; 2024Q2: restricted; 2024Q3: 17,034 shares; 2024Q4: 20,042 shares; 2025Q1: 20,025 shares; 2025Q2: 19,797 shares; 2025Q3: 18,696 shares; 2025Q4: 21,199 shares; 2026Q1: 20,804 shares 20,804 $1.24M 0.24% -395 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,768 shares; 2024Q4: 4,855 shares; 2025Q1: 4,831 shares; 2025Q2: 4,116 shares; 2025Q3: 4,097 shares; 2025Q4: 4,098 shares; 2026Q1: 4,073 shares 4,073 $1.23M 0.24% -25 Timeline BITW BITWISE 10 CRYPTO INDEX ETF More: the full row for BITWISE 10 CRYPTO INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,179 shares; 2026Q1: 27,157 shares 27,157 $1.21M 0.24% -22 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,454 shares; 2024Q4: 40,362 shares; 2025Q1: 40,362 shares; 2025Q2: 38,304 shares; 2025Q3: 38,404 shares; 2025Q4: 46,083 shares; 2026Q1: 47,019 shares 47,019 $1.21M 0.23% +936 Timeline BUCK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,177 shares; 2025Q1: 21,028 shares; 2025Q2: 30,316 shares; 2025Q3: 31,623 shares; 2025Q4: 49,326 shares; 2026Q1: 51,120 shares 51,120 $1.2M 0.23% +1,794 Timeline WCMI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 63,225 shares; 2025Q4: 68,754 shares; 2026Q1: 70,509 shares 70,509 $1.18M 0.23% +1,755 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 963 shares; 2024Q4: 963 shares; 2025Q1: 963 shares; 2025Q2: 12,750 shares; 2025Q3: 12,750 shares; 2025Q4: 12,750 shares; 2026Q1: 12,700 shares 12,700 $1.17M 0.23% -50 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,127 shares; 2025Q1: 3,067 shares; 2025Q2: 3,015 shares; 2025Q3: 2,877 shares; 2025Q4: 2,878 shares; 2026Q1: 2,701 shares 2,701 $1.16M 0.23% -177 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,100 shares; 2024Q4: 9,165 shares; 2025Q1: 9,100 shares; 2025Q2: 9,115 shares; 2025Q3: 8,368 shares; 2025Q4: 8,368 shares; 2026Q1: 7,568 shares 7,568 $1.11M 0.22% -800 Timeline DOGG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,069 shares; 2024Q4: 52,825 shares; 2025Q1: 52,016 shares; 2025Q2: 52,544 shares; 2025Q3: 52,524 shares; 2025Q4: 51,799 shares; 2026Q1: 50,594 shares 50,594 $1.1M 0.21% -1,205 Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,037 shares; 2025Q2: 7,647 shares; 2025Q3: 10,406 shares; 2025Q4: 22,686 shares; 2026Q1: 31,553 shares 31,553 $1.06M 0.21% +8,867 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,438 shares; 2024Q4: 4,178 shares; 2025Q1: 4,153 shares; 2025Q2: 4,153 shares; 2025Q3: 4,153 shares; 2025Q4: 3,953 shares; 2026Q1: 3,953 shares 3,953 $1.03M 0.2% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,035 shares; 2024Q4: 6,785 shares; 2025Q1: 6,570 shares; 2025Q2: 4,500 shares; 2025Q3: 6,722 shares; 2025Q4: 6,602 shares; 2026Q1: 6,602 shares 6,602 $1.03M 0.2% 0 Timeline HEQT SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,209 shares; 2025Q2: 33,255 shares; 2025Q3: 31,565 shares; 2025Q4: 32,539 shares; 2026Q1: 32,539 shares 32,539 $1.02M 0.2% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,013 shares; 2024Q4: 5,588 shares; 2025Q1: 5,569 shares; 2025Q2: 4,880 shares; 2025Q3: 4,882 shares; 2025Q4: 4,783 shares; 2026Q1: 4,940 shares 4,940 $1.02M 0.2% +157 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,952 shares; 2024Q4: 5,952 shares; 2025Q1: 5,953 shares; 2025Q2: 5,953 shares; 2025Q3: 6,021 shares; 2025Q4: 5,264 shares; 2026Q1: 5,274 shares 5,274 $1.01M 0.2% +10 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 4,951 shares; 2025Q1: 4,971 shares; 2025Q2: 4,446 shares; 2025Q3: 4,496 shares; 2025Q4: 4,521 shares; 2026Q1: 4,650 shares 4,650 $968K 0.19% +129 Timeline MTBA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,967 shares; 2024Q4: 17,223 shares; 2025Q1: 15,921 shares; 2025Q2: 16,409 shares; 2025Q3: 16,667 shares; 2025Q4: 19,143 shares; 2026Q1: 19,506 shares 19,506 $965K 0.19% +363 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,241 shares; 2024Q4: 30,276 shares; 2025Q1: 30,085 shares; 2025Q2: 22,632 shares; 2025Q3: 22,666 shares; 2025Q4: 22,510 shares; 2026Q1: 21,729 shares 21,729 $947K 0.18% -781 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,519 shares; 2024Q4: 8,529 shares; 2025Q1: 8,541 shares; 2025Q2: 8,056 shares; 2025Q3: 8,070 shares; 2025Q4: 7,784 shares; 2026Q1: 7,796 shares 7,796 $938K 0.18% +12 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,910 shares; 2024Q4: 2,910 shares; 2025Q1: 2,910 shares; 2025Q2: 2,910 shares; 2025Q3: 2,910 shares; 2025Q4: 2,910 shares; 2026Q1: 2,910 shares 2,910 $880K 0.17% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,616 shares; 2024Q4: 6,616 shares; 2025Q1: 6,466 shares; 2025Q2: 6,441 shares; 2025Q3: 6,441 shares; 2025Q4: 5,696 shares; 2026Q1: 5,707 shares 5,707 $824K 0.16% +11 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,279 shares; 2024Q4: 5,139 shares; 2025Q1: 5,114 shares; 2025Q2: 4,614 shares; 2025Q3: 4,458 shares; 2025Q4: 4,408 shares; 2026Q1: 4,259 shares 4,259 $821K 0.16% -149 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,123 shares; 2024Q4: 3,023 shares; 2025Q1: 3,023 shares; 2025Q2: 2,974 shares; 2025Q3: 2,824 shares; 2025Q4: 2,824 shares; 2026Q1: 2,825 shares 2,825 $810K 0.16% +1 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,480 shares; 2024Q4: 32,840 shares; 2025Q1: 32,840 shares; 2025Q2: 32,757 shares; 2025Q3: 32,757 shares; 2025Q4: 32,757 shares; 2026Q1: 32,757 shares 32,757 $795K 0.15% 0 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; 2024Q2: restricted; 2024Q3: 20,031 shares; 2024Q4: 20,031 shares; 2025Q1: 20,031 shares; 2025Q2: 20,031 shares; 2025Q3: 20,031 shares; 2025Q4: 17,256 shares; 2026Q1: 17,256 shares 17,256 $785K 0.15% 0 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,545 shares; 2024Q4: 46,250 shares; 2025Q1: 50,210 shares; 2025Q2: 48,288 shares; 2025Q3: 47,494 shares; 2025Q4: 47,854 shares; 2026Q1: 49,492 shares 49,492 $759K 0.15% +1,638 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,146 shares; 2024Q4: 5,146 shares; 2025Q1: 5,146 shares; 2025Q2: 5,146 shares; 2025Q3: 5,146 shares; 2025Q4: 4,966 shares; 2026Q1: 4,966 shares 4,966 $725K 0.14% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,976 shares; 2024Q4: 10,048 shares; 2025Q1: 9,248 shares; 2025Q2: 9,284 shares; 2025Q3: 9,320 shares; 2025Q4: 9,396 shares; 2026Q1: 9,396 shares 9,396 $715K 0.14% 0 Timeline PSTP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,022 shares; 2024Q4: 23,560 shares; 2025Q1: 23,560 shares; 2025Q2: 22,520 shares; 2025Q3: 22,420 shares; 2025Q4: 22,320 shares; 2026Q1: 20,620 shares 20,620 $711K 0.14% -1,700 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,063 shares; 2024Q4: 4,142 shares; 2025Q1: 3,942 shares; 2025Q2: 3,717 shares; 2025Q3: 3,717 shares; 2025Q4: 3,517 shares; 2026Q1: 3,491 shares 3,491 $709K 0.14% -26 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,478 shares; 2024Q4: 1,518 shares; 2025Q1: 1,518 shares; 2025Q2: 1,518 shares; 2025Q3: 1,518 shares; 2025Q4: 1,518 shares; 2026Q1: 1,503 shares 1,503 $693K 0.13% -15 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,095 shares; 2024Q4: 6,845 shares; 2025Q1: 6,845 shares; 2025Q2: 6,867 shares; 2025Q3: 6,745 shares; 2025Q4: 6,745 shares; 2026Q1: 6,720 shares 6,720 $690K 0.13% -25 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,179 shares; 2024Q4: 5,179 shares; 2025Q1: 5,179 shares; 2025Q2: 5,179 shares; 2025Q3: 5,147 shares; 2025Q4: 5,127 shares; 2026Q1: 5,127 shares 5,127 $679K 0.13% 0 Timeline SAGP ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,055 shares; 2024Q4: 22,055 shares; 2025Q1: 21,521 shares; 2025Q2: 19,554 shares; 2025Q3: 19,561 shares; 2025Q4: 19,371 shares; 2026Q1: 19,239 shares 19,239 $660K 0.13% -132 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,383 shares; 2024Q4: 7,384 shares; 2025Q1: 7,384 shares; 2025Q2: 7,385 shares; 2025Q3: 7,408 shares; 2025Q4: 7,442 shares; 2026Q1: 7,303 shares 7,303 $654K 0.13% -139 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,458 shares; 2024Q4: 6,458 shares; 2025Q1: 6,458 shares; 2025Q2: 6,458 shares; 2025Q3: 6,458 shares; 2025Q4: 6,458 shares; 2026Q1: 6,458 shares 6,458 $641K 0.12% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,585 shares; 2024Q4: 20,618 shares; 2025Q1: 19,667 shares; 2025Q2: 21,697 shares; 2025Q3: 21,644 shares; 2025Q4: 23,821 shares; 2026Q1: 21,154 shares 21,154 $639K 0.12% -2,667 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,671 shares; 2024Q4: 6,671 shares; 2025Q1: 6,671 shares; 2025Q2: 6,671 shares; 2025Q3: 6,571 shares; 2025Q4: 6,571 shares; 2026Q1: 6,571 shares 6,571 $627K 0.12% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 973 shares; 2024Q4: 973 shares; 2025Q1: 973 shares; 2025Q2: 947 shares; 2025Q3: 947 shares; 2025Q4: 947 shares; 2026Q1: 947 shares 947 $619K 0.12% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,402 shares; 2024Q4: 24,506 shares; 2025Q1: 24,506 shares; 2025Q2: 24,506 shares; 2025Q3: 23,531 shares; 2025Q4: 23,531 shares; 2026Q1: 23,241 shares 23,241 $618K 0.12% -290 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,952 shares; 2024Q4: 6,952 shares; 2025Q1: 6,952 shares; 2025Q2: 6,933 shares; 2025Q3: 6,893 shares; 2025Q4: 6,883 shares; 2026Q1: 6,883 shares 6,883 $607K 0.12% 0 Timeline YGLD SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,164 shares; 2025Q2: 8,773 shares; 2025Q3: 9,424 shares; 2025Q4: 11,640 shares; 2026Q1: 15,155 shares 15,155 $605K 0.12% +3,515 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,850 shares; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $559K 0.11% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,116 shares; 2024Q4: 7,152 shares; 2025Q1: 7,219 shares; 2025Q2: 7,120 shares; 2025Q3: 7,022 shares; 2025Q4: 7,023 shares; 2026Q1: 7,023 shares 7,023 $559K 0.11% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,290 shares; 2024Q4: 3,290 shares; 2025Q1: 3,250 shares; 2025Q2: 3,250 shares; 2025Q3: 3,450 shares; 2025Q4: 3,450 shares; 2026Q1: 3,525 shares 3,525 $534K 0.1% +75 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,521 shares; 2024Q4: 5,578 shares; 2025Q1: 4,978 shares; 2025Q2: 3,073 shares; 2025Q3: 3,073 shares; 2025Q4: 3,073 shares; 2026Q1: 3,073 shares 3,073 $532K 0.1% 0 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; 2024Q2: restricted; 2024Q3: 11,201 shares; 2024Q4: 11,201 shares; 2025Q1: 11,201 shares; 2025Q2: 11,201 shares; 2025Q3: 11,201 shares; 2025Q4: 11,201 shares; 2026Q1: 11,201 shares 11,201 $526K 0.1% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,025 shares; 2024Q4: 14,025 shares; 2025Q1: 14,025 shares; 2025Q2: 12,025 shares; 2025Q3: 11,625 shares; 2025Q4: 11,625 shares; 2026Q1: 11,625 shares 11,625 $513K 0.1% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,850 shares; 2024Q4: 2,850 shares; 2025Q1: 2,850 shares; 2025Q2: 2,550 shares; 2025Q3: 2,550 shares; 2025Q4: 2,550 shares; 2026Q1: 2,550 shares 2,550 $502K 0.1% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,715 shares; 2024Q4: 1,620 shares; 2025Q1: 1,620 shares; 2025Q2: 1,570 shares; 2025Q3: 1,570 shares; 2025Q4: 1,433 shares; 2026Q1: 1,396 shares 1,396 $494K 0.1% -37 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; 2024Q2: restricted; 2024Q3: 22,065 shares; 2024Q4: 21,565 shares; 2025Q1: 18,567 shares; 2025Q2: 17,467 shares; 2025Q3: 17,367 shares; 2025Q4: 17,367 shares; 2026Q1: 16,917 shares 16,917 $474K 0.09% -450 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; 2024Q2: restricted; 2024Q3: 11,823 shares; 2024Q4: 9,903 shares; 2025Q1: 9,903 shares; 2025Q2: 9,879 shares; 2025Q3: 9,879 shares; 2025Q4: 9,879 shares; 2026Q1: 9,874 shares 9,874 $455K 0.09% -5 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,419 shares; 2024Q4: 5,499 shares; 2025Q1: 5,419 shares; 2025Q2: 5,419 shares; 2025Q3: 5,235 shares; 2025Q4: 5,235 shares; 2026Q1: 5,235 shares 5,235 $454K 0.09% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,807 shares; 2024Q4: 2,122 shares; 2025Q1: 2,122 shares; 2025Q2: 2,122 shares; 2025Q3: 2,122 shares; 2025Q4: 2,122 shares; 2026Q1: 1,655 shares 1,655 $448K 0.09% -467 Timeline IGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,109 shares; 2024Q4: 17,828 shares; 2025Q1: 16,409 shares; 2025Q2: 16,552 shares; 2025Q3: 16,558 shares; 2025Q4: 16,982 shares; 2026Q1: 17,349 shares 17,349 $443K 0.09% +367 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,426 shares 6,426 $439K 0.09% new Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,223 shares; 2024Q4: 10,395 shares; 2025Q1: 10,266 shares; 2025Q2: 9,737 shares; 2025Q3: 9,737 shares; 2025Q4: 9,737 shares; 2026Q1: 9,737 shares 9,737 $426K 0.08% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,778 shares 12,778 $423K 0.08% new Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 813 shares; 2025Q1: 813 shares; 2025Q2: 663 shares; 2025Q3: 613 shares; 2025Q4: 413 shares; 2026Q1: 413 shares 413 $412K 0.08% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,835 shares; 2024Q4: 1,835 shares; 2025Q1: 1,710 shares; 2025Q2: 1,335 shares; 2025Q3: 1,235 shares; 2025Q4: 1,145 shares; 2026Q1: 1,145 shares 1,145 $408K 0.08% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,662 shares; 2024Q4: 6,092 shares; 2025Q1: 5,607 shares; 2025Q2: 3,571 shares; 2025Q3: 3,571 shares; 2025Q4: 3,306 shares; 2026Q1: 3,141 shares 3,141 $393K 0.08% -165 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,088 shares; 2024Q4: 9,610 shares; 2025Q1: 9,610 shares; 2025Q2: 9,610 shares; 2025Q3: 9,610 shares; 2025Q4: 9,610 shares; 2026Q1: 9,735 shares 9,735 $392K 0.08% +125 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 406 shares; 2025Q1: 406 shares; 2025Q2: 406 shares; 2025Q3: 411 shares; 2025Q4: 406 shares; 2026Q1: 406 shares 406 $390K 0.08% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,496 shares; 2024Q4: 2,996 shares; 2025Q1: 2,996 shares; 2025Q2: 3,051 shares; 2025Q3: 3,058 shares; 2025Q4: 3,031 shares; 2026Q1: 2,996 shares 2,996 $386K 0.07% -35 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,755 shares; 2024Q4: 11,809 shares; 2025Q1: 11,817 shares; 2025Q2: 11,825 shares; 2025Q3: 12,203 shares; 2025Q4: 12,387 shares; 2026Q1: 12,394 shares 12,394 $378K 0.07% +7 Timeline FAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,800 shares; 2025Q1: 8,100 shares; 2025Q2: 7,900 shares; 2025Q3: 7,800 shares; 2025Q4: 7,500 shares; 2026Q1: 7,200 shares 7,200 $373K 0.07% -300 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares; 2025Q3: 2,000 shares; 2025Q4: 2,000 shares; 2026Q1: 2,000 shares 2,000 $363K 0.07% 0 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,800 shares; 2024Q4: 3,800 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares; 2025Q3: 3,800 shares; 2025Q4: 3,800 shares; 2026Q1: 3,800 shares 3,800 $344K 0.07% 0 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,808 shares; 2024Q4: 8,013 shares; 2025Q1: 7,988 shares; 2025Q2: 7,980 shares; 2025Q3: 7,980 shares; 2025Q4: 7,980 shares; 2026Q1: 7,980 shares 7,980 $343K 0.07% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares; 2025Q1: 1,450 shares; 2025Q2: 1,450 shares; 2025Q3: 1,450 shares; 2025Q4: 1,450 shares; 2026Q1: 1,450 shares 1,450 $336K 0.07% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,554 shares; 2025Q2: 9,554 shares; 2025Q3: 9,554 shares; 2025Q4: 9,554 shares; 2026Q1: 10,004 shares 10,004 $335K 0.06% +450 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,124 shares; 2026Q1: 2,241 shares 2,241 $332K 0.06% +117 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,216 shares; 2024Q4: 7,216 shares; 2025Q1: 7,216 shares; 2025Q2: 7,216 shares; 2025Q3: 7,216 shares; 2025Q4: 6,815 shares; 2026Q1: 6,355 shares 6,355 $331K 0.06% -460 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,485 shares; 2024Q4: 1,485 shares; 2025Q1: 1,485 shares; 2025Q2: 1,520 shares; 2025Q3: 1,485 shares; 2025Q4: 1,485 shares; 2026Q1: 1,360 shares 1,360 $330K 0.06% -125 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,600 shares; 2025Q2: 7,600 shares; 2025Q3: 7,600 shares; 2025Q4: 7,600 shares; 2026Q1: 7,600 shares 7,600 $328K 0.06% 0 Timeline IBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,400 shares; 2024Q4: 10,400 shares; 2025Q1: 10,400 shares; 2025Q2: 10,400 shares; 2025Q3: 10,400 shares; 2025Q4: 10,400 shares; 2026Q1: 10,400 shares 10,400 $323K 0.06% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,116 shares; 2024Q4: 566 shares; 2025Q1: 566 shares; 2025Q2: 566 shares; 2025Q3: 566 shares; 2025Q4: 566 shares; 2026Q1: 566 shares 566 $319K 0.06% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 826 shares; 2024Q4: 1,652 shares; 2025Q1: 1,652 shares; 2025Q2: 1,682 shares; 2025Q3: 2,032 shares; 2025Q4: 2,055 shares; 2026Q1: 1,960 shares 1,960 $314K 0.06% -95 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,650 shares; 2024Q4: 2,450 shares; 2025Q1: 2,450 shares; 2025Q2: 2,450 shares; 2025Q3: 2,250 shares; 2025Q4: 2,250 shares; 2026Q1: 2,250 shares 2,250 $314K 0.06% 0 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,928 shares; 2026Q1: 5,823 shares 5,823 $313K 0.06% +895 Timeline MAXI SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,663 shares; 2024Q4: 14,763 shares; 2025Q1: 18,943 shares; 2025Q2: 19,524 shares; 2025Q3: 21,454 shares; 2025Q4: 31,402 shares; 2026Q1: 32,732 shares 32,732 $312K 0.06% +1,330 Timeline FTRI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,836 shares; 2024Q4: 18,770 shares; 2025Q1: 18,507 shares; 2025Q2: 18,555 shares; 2025Q3: 18,498 shares; 2025Q4: 17,369 shares; 2026Q1: 17,082 shares 17,082 $305K 0.06% -287 Timeline BUFZ FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,545 shares; 2026Q1: 11,545 shares 11,545 $303K 0.06% 0 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,855 shares; 2024Q4: 7,855 shares; 2025Q1: 7,855 shares; 2025Q2: 7,855 shares; 2025Q3: 7,280 shares; 2025Q4: 7,280 shares; 2026Q1: 7,280 shares 7,280 $299K 0.06% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,100 shares; 2024Q4: 18,400 shares; 2025Q1: 19,104 shares; 2025Q2: 21,000 shares; 2025Q3: 22,975 shares; 2025Q4: 23,001 shares; 2026Q1: 23,401 shares 23,401 $299K 0.06% +400 Timeline DHDG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 10,200 shares; 2025Q1: 10,390 shares; 2025Q2: 8,867 shares; 2025Q3: 8,867 shares; 2025Q4: 8,717 shares; 2026Q1: 8,717 shares 8,717 $293K 0.06% 0 Timeline PFIX SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,968 shares; 2025Q4: 6,118 shares; 2026Q1: 6,182 shares 6,182 $286K 0.06% +64 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,500 shares; 2024Q4: 1,535 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,425 shares; 2025Q4: 1,425 shares; 2026Q1: 1,425 shares 1,425 $284K 0.06% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,017 shares; 2024Q4: 7,712 shares; 2025Q1: 6,888 shares; 2025Q2: 6,885 shares; 2025Q3: 6,380 shares; 2025Q4: 6,078 shares; 2026Q1: 6,078 shares 6,078 $281K 0.05% 0 Timeline JTEK J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,190 shares; 2026Q1: 3,441 shares 3,441 $274K 0.05% +251 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,130 shares; 2024Q4: 5,130 shares; 2025Q1: 5,130 shares; 2025Q2: 5,130 shares; 2025Q3: 4,945 shares; 2025Q4: 4,945 shares; 2026Q1: 4,770 shares 4,770 $270K 0.05% -175 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,335 shares; 2024Q4: 13,841 shares; 2025Q1: 13,844 shares; 2025Q2: 13,849 shares; 2025Q3: 13,083 shares; 2025Q4: 12,249 shares; 2026Q1: 12,253 shares 12,253 $263K 0.05% +4 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,747 shares; 2024Q4: not reported; 2025Q1: 5,747 shares; 2025Q2: 5,747 shares; 2025Q3: 5,747 shares; 2025Q4: 5,747 shares; 2026Q1: 5,747 shares 5,747 $262K 0.05% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 8,262 shares; 2026Q1: 9,293 shares 9,293 $246K 0.05% +1,031 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; 2024Q2: restricted; 2024Q3: 1,802 shares; 2024Q4: 1,596 shares; 2025Q1: 1,496 shares; 2025Q2: 1,399 shares; 2025Q3: 1,391 shares; 2025Q4: 1,331 shares; 2026Q1: 1,046 shares 1,046 $245K 0.05% -285 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,666 shares; 2025Q2: 3,798 shares; 2025Q3: 3,816 shares; 2025Q4: 3,688 shares; 2026Q1: 3,697 shares 3,697 $244K 0.05% +9 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 813 shares; 2024Q4: 908 shares; 2025Q1: 908 shares; 2025Q2: 858 shares; 2025Q3: 858 shares; 2025Q4: 748 shares; 2026Q1: 748 shares 748 $232K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,611 shares; 2024Q4: 1,555 shares; 2025Q1: 1,555 shares; 2025Q2: 1,555 shares; 2025Q3: 1,555 shares; 2025Q4: 1,555 shares; 2026Q1: 1,555 shares 1,555 $226K 0.04% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,570 shares; 2025Q2: 5,570 shares; 2025Q3: 5,570 shares; 2025Q4: 5,570 shares; 2026Q1: 5,570 shares 5,570 $221K 0.04% 0 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,956 shares; 2024Q4: not reported; 2025Q1: 2,036 shares; 2025Q2: 2,037 shares; 2025Q3: 1,872 shares; 2025Q4: 2,136 shares; 2026Q1: 2,120 shares 2,120 $219K 0.04% -16 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,393 shares; 2026Q1: 3,410 shares 3,410 $218K 0.04% +17 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,536 shares 3,536 $217K 0.04% 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,183 shares 4,183 $210K 0.04% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,727 shares; 2024Q4: 1,472 shares; 2025Q1: 1,372 shares; 2025Q2: 1,372 shares; 2025Q3: 1,322 shares; 2025Q4: 1,322 shares; 2026Q1: 1,322 shares 1,322 $208K 0.04% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $207K 0.04% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,700 shares 4,700 $203K 0.04% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,781 shares; 2025Q4: 3,781 shares; 2026Q1: 3,781 shares 3,781 $202K 0.04% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,784 shares 1,784 $201K 0.04% new Timeline