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; 2024Q3: restricted; 2024Q4: 1,577,187 shares; 2025Q1: 1,559,190 shares; 2025Q2: 1,583,013 shares; 2025Q3: 12,761 shares; 2025Q4: 1,564,367 shares; 2026Q1: 1,584,194 shares; 2026Q2: 1,597,218 shares 1,597,218 $46.3M 12.37% +13,024 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; 2024Q3: restricted; 2024Q4: 608,109 shares; 2025Q1: 601,199 shares; 2025Q2: 602,557 shares; 2025Q3: 10,133 shares; 2025Q4: 597,832 shares; 2026Q1: 601,671 shares; 2026Q2: 601,890 shares 601,890 $21M 5.6% +219 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: 107,918 shares; 2025Q1: 120,513 shares; 2025Q2: 129,691 shares; 2025Q3: 3,554 shares; 2025Q4: 196,072 shares; 2026Q1: 216,933 shares; 2026Q2: 223,537 shares 223,537 $11.7M 3.13% +6,604 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: 276,106 shares; 2025Q1: 262,358 shares; 2025Q2: 261,030 shares; 2025Q3: 10,993 shares; 2025Q4: 255,996 shares; 2026Q1: 255,715 shares; 2026Q2: 252,801 shares 252,801 $8.55M 2.29% -2,914 Timeline SCHJ 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: 177,205 shares; 2025Q1: 179,280 shares; 2025Q2: 183,551 shares; 2025Q3: not reported; 2025Q4: 324,433 shares; 2026Q1: 340,246 shares; 2026Q2: 346,191 shares 346,191 $8.54M 2.28% +5,945 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; 2024Q3: restricted; 2024Q4: 212,875 shares; 2025Q1: 209,831 shares; 2025Q2: 206,863 shares; 2025Q3: 24 shares; 2025Q4: 195,396 shares; 2026Q1: 195,349 shares; 2026Q2: 194,841 shares 194,841 $7.18M 1.92% -508 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: 14,203 shares; 2025Q1: 14,323 shares; 2025Q2: 14,687 shares; 2025Q3: 8,412 shares; 2025Q4: 15,961 shares; 2026Q1: 16,339 shares; 2026Q2: 17,276 shares 17,276 $6.44M 1.72% +937 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: 24,738 shares; 2025Q1: 29,786 shares; 2025Q2: 29,936 shares; 2025Q3: not reported; 2025Q4: 30,216 shares; 2026Q1: 30,510 shares; 2026Q2: 30,062 shares 30,062 $6.4M 1.71% -448 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: 6,035 shares; 2025Q1: 5,915 shares; 2025Q2: 6,610 shares; 2025Q3: 1,239 shares; 2025Q4: 7,819 shares; 2026Q1: 8,069 shares; 2026Q2: 8,508 shares 8,508 $6.35M 1.7% +439 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: 19,619 shares; 2025Q1: 18,835 shares; 2025Q2: 19,352 shares; 2025Q3: 14,703 shares; 2025Q4: 19,442 shares; 2026Q1: 17,859 shares; 2026Q2: 16,553 shares 16,553 $5.92M 1.58% -1,306 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: 2,191 shares; 2025Q1: 2,066 shares; 2025Q2: 2,807 shares; 2025Q3: 3,325 shares; 2025Q4: 4,116 shares; 2026Q1: 5,619 shares; 2026Q2: 7,644 shares 7,644 $5.72M 1.53% +2,025 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: 161,656 shares; 2025Q1: 166,047 shares; 2025Q2: 172,277 shares; 2025Q3: 4,448 shares; 2025Q4: 179,854 shares; 2026Q1: 184,113 shares; 2026Q2: 179,537 shares 179,537 $5.69M 1.52% -4,576 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: 20,141 shares; 2025Q1: 19,181 shares; 2025Q2: 19,552 shares; 2025Q3: 14,957 shares; 2025Q4: 21,662 shares; 2026Q1: 21,794 shares; 2026Q2: 22,055 shares 22,055 $5.26M 1.41% +261 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: 16,392 shares; 2025Q1: 16,397 shares; 2025Q2: 19,617 shares; 2025Q3: 4,002 shares; 2025Q4: 17,804 shares; 2026Q1: 15,959 shares; 2026Q2: 16,316 shares 16,316 $4.72M 1.26% +357 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: 120,446 shares; 2025Q1: 117,973 shares; 2025Q2: 118,319 shares; 2025Q3: 80 shares; 2025Q4: 118,942 shares; 2026Q1: 118,998 shares; 2026Q2: 122,438 shares 122,438 $4.44M 1.19% +3,440 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: 135,442 shares; 2025Q1: 129,355 shares; 2025Q2: 129,798 shares; 2025Q3: 327 shares; 2025Q4: 151,832 shares; 2026Q1: 152,970 shares; 2026Q2: 156,102 shares 156,102 $4.32M 1.16% +3,132 Timeline MGMT UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 75,159 shares; 2025Q1: 75,171 shares; 2025Q2: 77,215 shares; 2025Q3: not reported; 2025Q4: 80,791 shares; 2026Q1: 81,233 shares; 2026Q2: 81,430 shares 81,430 $4.15M 1.11% +197 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 60,207 shares; 2025Q1: 60,176 shares; 2025Q2: 61,712 shares; 2025Q3: not reported; 2025Q4: 77,230 shares; 2026Q1: 80,083 shares; 2026Q2: 83,657 shares 83,657 $4.09M 1.09% +3,574 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: 43,714 shares; 2025Q1: 45,664 shares; 2025Q2: 31,095 shares; 2025Q3: 17,621 shares; 2025Q4: 31,275 shares; 2026Q1: 64,569 shares; 2026Q2: 50,084 shares 50,084 $4.07M 1.09% -14,485 Timeline 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: 27,292 shares; 2025Q1: 33,219 shares; 2025Q2: 28,097 shares; 2025Q3: 22,694 shares; 2025Q4: 37,574 shares; 2026Q1: 44,087 shares; 2026Q2: 46,081 shares 46,081 $4.05M 1.08% +1,994 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: 3,215 shares; 2025Q1: 3,067 shares; 2025Q2: 4,715 shares; 2025Q3: 53 shares; 2025Q4: 3,989 shares; 2026Q1: 3,977 shares; 2026Q2: 3,088 shares 3,088 $3.56M 0.95% -889 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: 13,628 shares; 2025Q1: 13,201 shares; 2025Q2: 10,311 shares; 2025Q3: 1,675 shares; 2025Q4: 9,298 shares; 2026Q1: 9,498 shares; 2026Q2: 9,688 shares 9,688 $3.42M 0.92% +190 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: 11,868 shares; 2025Q1: 12,588 shares; 2025Q2: 12,002 shares; 2025Q3: 4,063 shares; 2025Q4: 13,321 shares; 2026Q1: 14,328 shares; 2026Q2: 16,354 shares 16,354 $3.27M 0.87% +2,026 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: 10,743 shares; 2025Q1: 10,292 shares; 2025Q2: 10,657 shares; 2025Q3: 9,577 shares; 2025Q4: 9,277 shares; 2026Q1: 7,894 shares; 2026Q2: 6,801 shares 6,801 $3.25M 0.87% -1,093 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: 5,142 shares; 2025Q1: 5,112 shares; 2025Q2: 4,686 shares; 2025Q3: 3,815 shares; 2025Q4: 5,361 shares; 2026Q1: 5,492 shares; 2026Q2: 5,584 shares 5,584 $3.15M 0.84% +92 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: 22,132 shares; 2025Q1: 19,782 shares; 2025Q2: 20,320 shares; 2025Q3: 190 shares; 2025Q4: 21,695 shares; 2026Q1: 20,172 shares; 2026Q2: 18,937 shares 18,937 $3.14M 0.84% -1,235 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: 4,208 shares; 2025Q1: 4,290 shares; 2025Q2: 7,042 shares; 2025Q3: 7,209 shares; 2025Q4: 6,914 shares; 2026Q1: 5,464 shares; 2026Q2: 3,793 shares 3,793 $2.74M 0.73% -1,671 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: 15,169 shares; 2025Q1: 19,592 shares; 2025Q2: 21,064 shares; 2025Q3: 24,792 shares; 2025Q4: 41,607 shares; 2026Q1: 49,945 shares; 2026Q2: 54,060 shares 54,060 $2.49M 0.67% +4,115 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: 3,237 shares; 2025Q1: 2,877 shares; 2025Q2: 2,802 shares; 2025Q3: 380 shares; 2025Q4: 3,289 shares; 2026Q1: 3,205 shares; 2026Q2: 3,367 shares 3,367 $2.48M 0.66% +162 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: 22,957 shares; 2025Q1: 23,470 shares; 2025Q2: 24,045 shares; 2025Q3: 2,365 shares; 2025Q4: 24,049 shares; 2026Q1: 25,477 shares; 2026Q2: 25,514 shares 25,514 $2.44M 0.65% +37 Timeline ILCG 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: 22,465 shares; 2025Q1: 22,467 shares; 2025Q2: 22,318 shares; 2025Q3: 4 shares; 2025Q4: 20,955 shares; 2026Q1: 20,455 shares; 2026Q2: 20,371 shares 20,371 $2.38M 0.64% -84 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: 25,653 shares; 2025Q1: 24,878 shares; 2025Q2: 26,043 shares; 2025Q3: 26,546 shares; 2025Q4: 26,472 shares; 2026Q1: 25,252 shares; 2026Q2: 23,929 shares 23,929 $2.21M 0.59% -1,323 Timeline PJUN 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: 46,225 shares; 2025Q1: 46,125 shares; 2025Q2: 41,825 shares; 2025Q3: not reported; 2025Q4: 41,525 shares; 2026Q1: 41,525 shares; 2026Q2: 50,500 shares 50,500 $2.18M 0.58% +8,975 Timeline MCBS METROCITY BANKSHARES INC More: the full row for METROCITY BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 59,500 shares; 2025Q1: 59,500 shares; 2025Q2: 59,500 shares; 2025Q3: not reported; 2025Q4: 59,500 shares; 2026Q1: 59,752 shares; 2026Q2: 56,254 shares 56,254 $2.02M 0.54% -3,498 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: 5,743 shares; 2025Q1: 5,589 shares; 2025Q2: 5,030 shares; 2025Q3: 4,667 shares; 2025Q4: 5,151 shares; 2026Q1: 6,250 shares; 2026Q2: 5,788 shares 5,788 $1.99M 0.53% -462 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49,469 shares; 2025Q1: 48,176 shares; 2025Q2: 47,452 shares; 2025Q3: 9,188 shares; 2025Q4: 40,914 shares; 2026Q1: 40,580 shares; 2026Q2: 37,714 shares 37,714 $1.9M 0.51% -2,866 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 440 shares; 2025Q1: 425 shares; 2025Q2: 441 shares; 2025Q3: 470 shares; 2025Q4: 463 shares; 2026Q1: 463 shares; 2026Q2: 10,627 shares 10,627 $1.89M 0.51% +10,164 Timeline PNOV 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: 34,000 shares; 2025Q1: 34,000 shares; 2025Q2: 33,900 shares; 2025Q3: not reported; 2025Q4: 41,000 shares; 2026Q1: 41,700 shares; 2026Q2: 41,700 shares 41,700 $1.85M 0.49% 0 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; 2024Q3: restricted; 2024Q4: 20,593 shares; 2025Q1: 20,678 shares; 2025Q2: 26,515 shares; 2025Q3: 1,460 shares; 2025Q4: 81,985 shares; 2026Q1: 82,870 shares; 2026Q2: 77,521 shares 77,521 $1.84M 0.49% -5,349 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,295 shares; 2025Q1: 7,991 shares; 2025Q2: 10,710 shares; 2025Q3: 9,653 shares; 2025Q4: 10,670 shares; 2026Q1: 10,380 shares; 2026Q2: 9,394 shares 9,394 $1.82M 0.49% -986 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: 43,190 shares; 2025Q1: 42,940 shares; 2025Q2: 35,600 shares; 2025Q3: not reported; 2025Q4: 37,755 shares; 2026Q1: 37,450 shares; 2026Q2: 37,350 shares 37,350 $1.73M 0.46% -100 Timeline PSEP 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: 47,566 shares; 2025Q1: 46,226 shares; 2025Q2: 41,151 shares; 2025Q3: not reported; 2025Q4: 37,211 shares; 2026Q1: 36,661 shares; 2026Q2: 37,161 shares 37,161 $1.71M 0.46% +500 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: 40,695 shares; 2025Q1: 38,651 shares; 2025Q2: 41,908 shares; 2025Q3: not reported; 2025Q4: 49,022 shares; 2026Q1: 49,312 shares; 2026Q2: 52,335 shares 52,335 $1.66M 0.44% +3,023 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; 2024Q3: restricted; 2024Q4: 59,016 shares; 2025Q1: 55,760 shares; 2025Q2: 55,146 shares; 2025Q3: 5,275 shares; 2025Q4: 48,508 shares; 2026Q1: 47,862 shares; 2026Q2: 45,717 shares 45,717 $1.65M 0.44% -2,145 Timeline DDFM 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: 78,161 shares; 2026Q2: 79,661 shares 79,661 $1.57M 0.42% +1,500 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,844 shares; 2025Q1: 3,794 shares; 2025Q2: 3,957 shares; 2025Q3: 3,928 shares; 2025Q4: 4,030 shares; 2026Q1: 4,465 shares; 2026Q2: 3,955 shares 3,955 $1.53M 0.41% -510 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: 3,133 shares; 2025Q1: 3,082 shares; 2025Q2: 2,632 shares; 2025Q3: 176 shares; 2025Q4: 3,961 shares; 2026Q1: 4,281 shares; 2026Q2: 4,937 shares 4,937 $1.5M 0.4% +656 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: 5,763 shares; 2025Q1: 14,901 shares; 2025Q2: 17,092 shares; 2025Q3: 15,554 shares; 2025Q4: 20,912 shares; 2026Q1: 21,536 shares; 2026Q2: 20,208 shares 20,208 $1.44M 0.38% -1,328 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: 14,467 shares; 2025Q1: 14,221 shares; 2025Q2: 14,794 shares; 2025Q3: 15,430 shares; 2025Q4: 15,579 shares; 2026Q1: 15,533 shares; 2026Q2: 14,933 shares 14,933 $1.44M 0.38% -600 Timeline EJAN 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: 9,209 shares; 2025Q1: 9,109 shares; 2025Q2: 12,111 shares; 2025Q3: not reported; 2025Q4: 16,685 shares; 2026Q1: 24,915 shares; 2026Q2: 39,762 shares 39,762 $1.43M 0.38% +14,847 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: 3,899 shares; 2025Q1: 3,891 shares; 2025Q2: 3,379 shares; 2025Q3: 2,758 shares; 2025Q4: 3,915 shares; 2026Q1: 4,320 shares; 2026Q2: 4,306 shares 4,306 $1.41M 0.38% -14 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: 7,896 shares; 2025Q1: 9,370 shares; 2025Q2: 10,699 shares; 2025Q3: 15,093 shares; 2025Q4: 16,680 shares; 2026Q1: 18,027 shares; 2026Q2: 19,897 shares 19,897 $1.35M 0.36% +1,870 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,544 shares; 2025Q1: 3,383 shares; 2025Q2: 2,759 shares; 2025Q3: 2,862 shares; 2025Q4: 2,855 shares; 2026Q1: 2,777 shares; 2026Q2: 2,627 shares 2,627 $1.35M 0.36% -150 Timeline SPTM 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: 6,268 shares; 2025Q3: 8,203 shares; 2025Q4: 9,302 shares; 2026Q1: 12,230 shares; 2026Q2: 13,791 shares 13,791 $1.25M 0.33% +1,561 Timeline PMAY 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: 18,039 shares; 2025Q1: 18,039 shares; 2025Q2: 25,139 shares; 2025Q3: not reported; 2025Q4: 25,236 shares; 2026Q1: 25,136 shares; 2026Q2: 30,261 shares 30,261 $1.25M 0.33% +5,125 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 28,664 shares; 2025Q1: 28,599 shares; 2025Q2: 28,545 shares; 2025Q3: 224 shares; 2025Q4: 29,374 shares; 2026Q1: 30,092 shares; 2026Q2: 30,253 shares 30,253 $1.2M 0.32% +161 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: 2,318 shares; 2025Q1: 2,960 shares; 2025Q2: 3,752 shares; 2025Q3: 3,105 shares; 2025Q4: 3,219 shares; 2026Q1: 2,929 shares; 2026Q2: 3,230 shares 3,230 $1.2M 0.32% +301 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; 2024Q3: restricted; 2024Q4: 4,151 shares; 2025Q1: 4,476 shares; 2025Q2: 5,892 shares; 2025Q3: 3,231 shares; 2025Q4: 6,303 shares; 2026Q1: 9,161 shares; 2026Q2: 8,554 shares 8,554 $1.17M 0.31% -607 Timeline MDYV 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: 12,287 shares; 2025Q1: 12,211 shares; 2025Q2: 12,264 shares; 2025Q3: 1,365 shares; 2025Q4: 12,356 shares; 2026Q1: 12,072 shares; 2026Q2: 12,117 shares 12,117 $1.15M 0.31% +45 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 24,000 shares; 2025Q1: 25,900 shares; 2025Q2: 25,400 shares; 2025Q3: not reported; 2025Q4: 25,730 shares; 2026Q1: 26,215 shares; 2026Q2: 26,215 shares 26,215 $1.13M 0.3% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 33 shares; 2025Q1: 33 shares; 2025Q2: 33 shares; 2025Q3: 109 shares; 2025Q4: 440 shares; 2026Q1: 6,159 shares; 2026Q2: 8,894 shares 8,894 $1.09M 0.29% +2,735 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: 7,412 shares; 2025Q1: 7,568 shares; 2025Q2: 7,968 shares; 2025Q3: 3,430 shares; 2025Q4: 8,281 shares; 2026Q1: 8,692 shares; 2026Q2: 8,559 shares 8,559 $1.08M 0.29% -133 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: 190 shares; 2025Q1: 196 shares; 2025Q2: 226 shares; 2025Q3: 187 shares; 2025Q4: 2,379 shares; 2026Q1: 3,164 shares; 2026Q2: 14,986 shares 14,986 $1.07M 0.29% +11,822 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: 4,562 shares; 2025Q1: 4,851 shares; 2025Q2: 4,444 shares; 2025Q3: 4,954 shares; 2025Q4: 5,974 shares; 2026Q1: 7,330 shares; 2026Q2: 7,761 shares 7,761 $1.07M 0.29% +431 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: 1,150 shares; 2025Q1: 1,002 shares; 2025Q2: 1,272 shares; 2025Q3: 737 shares; 2025Q4: 1,415 shares; 2026Q1: 1,575 shares; 2026Q2: 1,503 shares 1,503 $1.03M 0.28% -72 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,978 shares; 2025Q1: 7,456 shares; 2025Q2: 9,532 shares; 2025Q3: not reported; 2025Q4: 68,651 shares; 2026Q1: 69,098 shares; 2026Q2: 69,878 shares 69,878 $1.02M 0.27% +780 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: 12,229 shares; 2025Q1: 11,708 shares; 2025Q2: 11,509 shares; 2025Q3: not reported; 2025Q4: 10,700 shares; 2026Q1: 10,351 shares; 2026Q2: 10,351 shares 10,351 $1.02M 0.27% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 42 shares; 2025Q1: 33 shares; 2025Q2: 8 shares; 2025Q3: 24 shares; 2025Q4: 100 shares; 2026Q1: not reported; 2026Q2: 4,311 shares 4,311 $990K 0.26% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 106 shares; 2025Q1: 100 shares; 2025Q2: 7,601 shares; 2025Q3: 7,890 shares; 2025Q4: 7,698 shares; 2026Q1: 7,441 shares; 2026Q2: 6,823 shares 6,823 $976K 0.26% -618 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,738 shares; 2025Q1: 3,570 shares; 2025Q2: 3,611 shares; 2025Q3: 3,578 shares; 2025Q4: 3,754 shares; 2026Q1: 3,601 shares; 2026Q2: 3,285 shares 3,285 $963K 0.26% -316 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: 12,329 shares; 2025Q1: 12,567 shares; 2025Q2: 13,038 shares; 2025Q3: 6,370 shares; 2025Q4: 13,414 shares; 2026Q1: 16,386 shares; 2026Q2: 16,523 shares 16,523 $941K 0.25% +137 Timeline S&P GLOBAL INC S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,308 shares 2,308 $940K 0.25% new 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: 3,191 shares; 2025Q1: 4,139 shares; 2025Q2: 5,444 shares; 2025Q3: 5,137 shares; 2025Q4: 12,574 shares; 2026Q1: 38,968 shares; 2026Q2: 40,232 shares 40,232 $916K 0.25% +1,264 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: 2,187 shares; 2025Q1: 2,140 shares; 2025Q2: 2,027 shares; 2025Q3: 464 shares; 2025Q4: 2,047 shares; 2026Q1: 2,505 shares; 2026Q2: 2,575 shares 2,575 $908K 0.24% +70 Timeline EJUL 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: 17,332 shares; 2025Q1: 17,232 shares; 2025Q2: 17,232 shares; 2025Q3: not reported; 2025Q4: 28,643 shares; 2026Q1: 28,627 shares; 2026Q2: 28,927 shares 28,927 $904K 0.24% +300 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: 11,433 shares; 2025Q1: 11,561 shares; 2025Q2: 10,872 shares; 2025Q3: 152 shares; 2025Q4: 12,832 shares; 2026Q1: 12,007 shares; 2026Q2: 12,465 shares 12,465 $897K 0.24% +458 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: 18,266 shares; 2025Q1: 19,801 shares; 2025Q2: 20,287 shares; 2025Q3: 6,286 shares; 2025Q4: 21,026 shares; 2026Q1: 21,141 shares; 2026Q2: 20,934 shares 20,934 $886K 0.24% -207 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: 1,176 shares; 2025Q1: 1,834 shares; 2025Q2: 2,233 shares; 2025Q3: 2,552 shares; 2025Q4: 4,366 shares; 2026Q1: 4,410 shares; 2026Q2: 3,884 shares 3,884 $882K 0.24% -526 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: 1,963 shares; 2025Q1: 1,980 shares; 2025Q2: 1,981 shares; 2025Q3: 1,739 shares; 2025Q4: 4,560 shares; 2026Q1: 4,498 shares; 2026Q2: 4,535 shares 4,535 $864K 0.23% +37 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 119 shares; 2025Q1: 119 shares; 2025Q2: 118 shares; 2025Q3: 11,929 shares; 2025Q4: 11,932 shares; 2026Q1: 11,515 shares; 2026Q2: 10,460 shares 10,460 $851K 0.23% -1,055 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: 1,494 shares; 2025Q1: 1,570 shares; 2025Q2: 1,631 shares; 2025Q3: 765 shares; 2025Q4: 1,698 shares; 2026Q1: 1,650 shares; 2026Q2: 1,644 shares 1,644 $823K 0.22% -6 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,252 shares; 2025Q1: 1,638 shares; 2025Q2: 4,204 shares; 2025Q3: 188 shares; 2025Q4: 5,726 shares; 2026Q1: 6,637 shares; 2026Q2: 6,974 shares 6,974 $819K 0.22% +337 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: 1,799 shares; 2025Q1: 1,928 shares; 2025Q2: 2,080 shares; 2025Q3: 2,220 shares; 2025Q4: 2,267 shares; 2026Q1: 2,508 shares; 2026Q2: 2,684 shares 2,684 $813K 0.22% +176 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: 1,513 shares; 2025Q1: 1,544 shares; 2025Q2: 1,164 shares; 2025Q3: 344 shares; 2025Q4: 1,582 shares; 2026Q1: 1,890 shares; 2026Q2: 2,087 shares 2,087 $788K 0.21% +197 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 5 shares; 2025Q2: 4 shares; 2025Q3: not reported; 2025Q4: 13 shares; 2026Q1: 1,697 shares; 2026Q2: 2,490 shares 2,490 $784K 0.21% +793 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: 1,733 shares; 2025Q1: 2,595 shares; 2025Q2: 3,148 shares; 2025Q3: 3,427 shares; 2025Q4: 6,945 shares; 2026Q1: 7,859 shares; 2026Q2: 8,085 shares 8,085 $764K 0.2% +226 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: 485 shares; 2025Q1: 1,158 shares; 2025Q2: 1,078 shares; 2025Q3: 740 shares; 2025Q4: 1,210 shares; 2026Q1: 1,504 shares; 2026Q2: 8,837 shares 8,837 $761K 0.2% +7,333 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: 7,608 shares; 2025Q1: 7,686 shares; 2025Q2: 7,864 shares; 2025Q3: 8,171 shares; 2025Q4: 8,957 shares; 2026Q1: 9,145 shares; 2026Q2: 9,205 shares 9,205 $761K 0.2% +60 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: 8,276 shares; 2025Q1: 8,588 shares; 2025Q2: 9,039 shares; 2025Q3: 9,313 shares; 2025Q4: 8,902 shares; 2026Q1: 8,884 shares; 2026Q2: 9,081 shares 9,081 $744K 0.2% +197 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: 4,152 shares; 2025Q1: 4,111 shares; 2025Q2: 3,936 shares; 2025Q3: 126 shares; 2025Q4: 4,112 shares; 2026Q1: 2,420 shares; 2026Q2: 2,619 shares 2,619 $737K 0.2% +199 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: 3,142 shares; 2025Q1: 2,845 shares; 2025Q2: 2,844 shares; 2025Q3: 789 shares; 2025Q4: 2,818 shares; 2026Q1: 2,679 shares; 2026Q2: 2,880 shares 2,880 $732K 0.2% +201 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: 8,851 shares; 2025Q1: 8,857 shares; 2025Q2: 7,430 shares; 2025Q3: 11 shares; 2025Q4: 15,124 shares; 2026Q1: 15,112 shares; 2026Q2: 14,436 shares 14,436 $727K 0.19% -676 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,580 shares; 2025Q1: 6,252 shares; 2025Q2: 3,884 shares; 2025Q3: 4,110 shares; 2025Q4: 6,230 shares; 2026Q1: 6,151 shares; 2026Q2: 5,499 shares 5,499 $723K 0.19% -652 Timeline PAUG 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: 19,540 shares; 2025Q1: 17,970 shares; 2025Q2: 16,970 shares; 2025Q3: not reported; 2025Q4: 16,395 shares; 2026Q1: 16,270 shares; 2026Q2: 15,670 shares 15,670 $715K 0.19% -600 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: 2,933 shares; 2025Q1: 3,297 shares; 2025Q2: 3,642 shares; 2025Q3: 3,878 shares; 2025Q4: 3,689 shares; 2026Q1: 4,271 shares; 2026Q2: 4,292 shares 4,292 $702K 0.19% +21 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: 20,697 shares; 2025Q1: 22,069 shares; 2025Q2: 22,435 shares; 2025Q3: 185 shares; 2025Q4: 23,356 shares; 2026Q1: 23,845 shares; 2026Q2: 20,928 shares 20,928 $697K 0.19% -2,917 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: 1,905 shares; 2025Q1: 1,858 shares; 2025Q2: 1,560 shares; 2025Q3: 15 shares; 2025Q4: 1,510 shares; 2026Q1: 1,552 shares; 2026Q2: 1,602 shares 1,602 $694K 0.19% +50 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 4,275 shares; 2025Q3: not reported; 2025Q4: 4,314 shares; 2026Q1: 4,196 shares; 2026Q2: 4,089 shares 4,089 $694K 0.19% -107 Timeline KOCT 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: 19,750 shares; 2025Q1: 19,650 shares; 2025Q2: 18,500 shares; 2025Q3: not reported; 2025Q4: 18,600 shares; 2026Q1: 18,500 shares; 2026Q2: 18,500 shares 18,500 $691K 0.18% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 8,576 shares; 2025Q1: 7,547 shares; 2025Q2: 5,733 shares; 2025Q3: not reported; 2025Q4: 8,814 shares; 2026Q1: 8,569 shares; 2026Q2: 8,296 shares 8,296 $688K 0.18% -273 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,660 shares; 2025Q1: 4,490 shares; 2025Q2: 2,632 shares; 2025Q3: 2,732 shares; 2025Q4: 2,691 shares; 2026Q1: 2,583 shares; 2026Q2: 2,403 shares 2,403 $680K 0.18% -180 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: 3,494 shares; 2025Q1: 3,493 shares; 2025Q2: 3,728 shares; 2025Q3: 3,098 shares; 2025Q4: 4,097 shares; 2026Q1: 4,073 shares; 2026Q2: 3,756 shares 3,756 $680K 0.18% -317 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: 1,204 shares; 2025Q1: 1,160 shares; 2025Q2: 1,235 shares; 2025Q3: 121 shares; 2025Q4: 1,235 shares; 2026Q1: 1,726 shares; 2026Q2: 1,786 shares 1,786 $667K 0.18% +60 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,359 shares; 2025Q1: 1,411 shares; 2025Q2: 1,416 shares; 2025Q3: 1,525 shares; 2025Q4: 1,823 shares; 2026Q1: 1,999 shares; 2026Q2: 8,183 shares 8,183 $659K 0.18% +6,184 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,815 shares; 2025Q1: 3,690 shares; 2025Q2: 3,799 shares; 2025Q3: 4,002 shares; 2025Q4: 4,749 shares; 2026Q1: 4,608 shares; 2026Q2: 4,196 shares 4,196 $657K 0.18% -412 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: 8,335 shares; 2025Q1: 8,606 shares; 2025Q2: 10,343 shares; 2025Q3: 10,963 shares; 2025Q4: 11,413 shares; 2026Q1: 9,208 shares; 2026Q2: 8,852 shares 8,852 $650K 0.17% -356 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: 2,191 shares; 2025Q1: 3,064 shares; 2025Q2: 5,182 shares; 2025Q3: 7,333 shares; 2025Q4: 10,342 shares; 2026Q1: 10,243 shares; 2026Q2: 7,633 shares 7,633 $632K 0.17% -2,610 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: 634 shares; 2025Q1: 1,869 shares; 2025Q2: 2,025 shares; 2025Q3: 1,676 shares; 2025Q4: 2,696 shares; 2026Q1: 3,008 shares; 2026Q2: 2,878 shares 2,878 $627K 0.17% -130 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: 295 shares; 2025Q1: 671 shares; 2025Q2: 610 shares; 2025Q3: 21 shares; 2025Q4: 540 shares; 2026Q1: 634 shares; 2026Q2: 533 shares 533 $627K 0.17% -101 Timeline AOA 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: 6,059 shares; 2025Q1: 6,059 shares; 2025Q2: 6,362 shares; 2025Q3: not reported; 2025Q4: 6,274 shares; 2026Q1: 6,330 shares; 2026Q2: 6,335 shares 6,335 $618K 0.17% +5 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: 3,570 shares 3,570 $610K 0.16% new 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; 2024Q3: restricted; 2024Q4: 28,485 shares; 2025Q1: 25,630 shares; 2025Q2: 25,407 shares; 2025Q3: 24 shares; 2025Q4: 22,412 shares; 2026Q1: 20,357 shares; 2026Q2: 20,088 shares 20,088 $591K 0.16% -269 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: 866 shares; 2025Q1: 871 shares; 2025Q2: 2,711 shares; 2025Q3: 341 shares; 2025Q4: 3,119 shares; 2026Q1: 3,536 shares; 2026Q2: 4,909 shares 4,909 $578K 0.15% +1,373 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 11,825 shares; 2025Q1: 11,825 shares; 2025Q2: 11,825 shares; 2025Q3: not reported; 2025Q4: 11,825 shares; 2026Q1: 18,917 shares; 2026Q2: 18,886 shares 18,886 $570K 0.15% -31 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: 1,332 shares; 2025Q1: 1,001 shares; 2025Q2: 1,016 shares; 2025Q3: 494 shares; 2025Q4: 1,098 shares; 2026Q1: 1,208 shares; 2026Q2: 1,326 shares 1,326 $558K 0.15% +118 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,413 shares; 2025Q1: 3,274 shares; 2025Q2: 3,375 shares; 2025Q3: 3,439 shares; 2025Q4: 3,347 shares; 2026Q1: 3,119 shares; 2026Q2: 2,866 shares 2,866 $557K 0.15% -253 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: 192 shares; 2025Q1: 170 shares; 2025Q2: 186 shares; 2025Q3: 33 shares; 2025Q4: 271 shares; 2026Q1: 425 shares; 2026Q2: 464 shares 464 $557K 0.15% +39 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: 1,454 shares; 2025Q1: 1,954 shares; 2025Q2: 1,412 shares; 2025Q3: 1,076 shares; 2025Q4: 1,859 shares; 2026Q1: 4,729 shares; 2026Q2: 4,905 shares 4,905 $556K 0.15% +176 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: 2,152 shares; 2025Q1: 2,167 shares; 2025Q2: 2,140 shares; 2025Q3: 609 shares; 2025Q4: 2,231 shares; 2026Q1: 2,953 shares; 2026Q2: 2,880 shares 2,880 $546K 0.15% -73 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: not reported; 2025Q4: 8,982 shares; 2026Q1: 8,921 shares; 2026Q2: 8,111 shares 8,111 $546K 0.15% -810 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: 3,405 shares; 2025Q1: 1,925 shares; 2025Q2: 1,890 shares; 2025Q3: 811 shares; 2025Q4: 475 shares; 2026Q1: 3,744 shares; 2026Q2: 4,295 shares 4,295 $534K 0.14% +551 Timeline MLRG 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: 5,155 shares; 2025Q1: 5,155 shares; 2025Q2: 5,155 shares; 2025Q3: not reported; 2025Q4: 5,155 shares; 2026Q1: 5,155 shares; 2026Q2: 5,155 shares 5,155 $534K 0.14% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,584 shares; 2025Q1: 7,257 shares; 2025Q2: 7,372 shares; 2025Q3: 6,240 shares; 2025Q4: 9,016 shares; 2026Q1: 9,424 shares; 2026Q2: 8,935 shares 8,935 $533K 0.14% -489 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: 6,157 shares; 2025Q1: 5,850 shares; 2025Q2: 5,848 shares; 2025Q3: 6,047 shares; 2025Q4: 5,956 shares; 2026Q1: 5,598 shares; 2026Q2: 2,866 shares 2,866 $530K 0.14% -2,732 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: 10,156 shares; 2025Q1: 9,975 shares; 2025Q2: 10,063 shares; 2025Q3: 10,059 shares; 2025Q4: 10,035 shares; 2026Q1: 9,677 shares; 2026Q2: 9,620 shares 9,620 $522K 0.14% -57 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: 8,083 shares; 2025Q1: 12,236 shares; 2025Q2: 12,009 shares; 2025Q3: 3,210 shares; 2025Q4: 11,838 shares; 2026Q1: 25,472 shares; 2026Q2: 25,140 shares 25,140 $520K 0.14% -332 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: 5,590 shares; 2025Q1: 5,890 shares; 2025Q2: 6,890 shares; 2025Q3: not reported; 2025Q4: 6,490 shares; 2026Q1: 6,490 shares; 2026Q2: 11,794 shares 11,794 $498K 0.13% +5,304 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: 1,293 shares; 2025Q1: 1,246 shares; 2025Q2: 938 shares; 2025Q3: 4 shares; 2025Q4: 1,442 shares; 2026Q1: 1,188 shares; 2026Q2: 5,660 shares 5,660 $498K 0.13% +4,472 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: 2,318 shares; 2025Q1: 2,277 shares; 2025Q2: 2,474 shares; 2025Q3: 1,865 shares; 2025Q4: 1,876 shares; 2026Q1: 2,127 shares; 2026Q2: 2,097 shares 2,097 $496K 0.13% -30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 987 shares; 2025Q1: 986 shares; 2025Q2: 936 shares; 2025Q3: 410 shares; 2025Q4: 952 shares; 2026Q1: 720 shares; 2026Q2: 770 shares 770 $488K 0.13% +50 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: 527 shares; 2025Q1: 478 shares; 2025Q2: 389 shares; 2025Q3: 238 shares; 2025Q4: 363 shares; 2026Q1: 371 shares; 2026Q2: 4,081 shares 4,081 $488K 0.13% +3,710 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 225 shares; 2025Q1: 271 shares; 2025Q2: 371 shares; 2025Q3: 131 shares; 2025Q4: 358 shares; 2026Q1: 7,327 shares; 2026Q2: 6,725 shares 6,725 $485K 0.13% -602 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7,184 shares; 2025Q1: 7,026 shares; 2025Q2: 7,049 shares; 2025Q3: 6,999 shares; 2025Q4: 7,564 shares; 2026Q1: 9,533 shares; 2026Q2: 9,228 shares 9,228 $484K 0.13% -305 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,008 shares; 2025Q1: 1,939 shares; 2025Q2: 1,999 shares; 2025Q3: 1,958 shares; 2025Q4: 1,967 shares; 2026Q1: 1,892 shares; 2026Q2: 1,718 shares 1,718 $479K 0.13% -174 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,591 shares; 2025Q1: 2,528 shares; 2025Q2: 2,881 shares; 2025Q3: 2,620 shares; 2025Q4: 2,801 shares; 2026Q1: 2,864 shares; 2026Q2: 2,316 shares 2,316 $475K 0.13% -548 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: 10 shares; 2025Q2: 2,165 shares; 2025Q3: 6,995 shares; 2025Q4: 8,043 shares; 2026Q1: 10,121 shares; 2026Q2: 8,765 shares 8,765 $462K 0.12% -1,356 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: 5,344 shares; 2025Q1: 5,290 shares; 2025Q2: 5,811 shares; 2025Q3: 5,103 shares; 2025Q4: 6,115 shares; 2026Q1: 9,932 shares; 2026Q2: 9,125 shares 9,125 $455K 0.12% -807 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: 471 shares; 2025Q1: 448 shares; 2025Q2: 452 shares; 2025Q3: 137 shares; 2025Q4: 505 shares; 2026Q1: 406 shares; 2026Q2: 414 shares 414 $441K 0.12% +8 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: 415 shares; 2025Q1: 1,190 shares; 2025Q2: 2,070 shares; 2025Q3: 1,870 shares; 2025Q4: 5,440 shares; 2026Q1: 8,410 shares; 2026Q2: 7,721 shares 7,721 $436K 0.12% -689 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: 196 shares; 2025Q1: 1,375 shares; 2025Q2: 2,332 shares; 2025Q3: 3,724 shares; 2025Q4: 4,865 shares; 2026Q1: 4,753 shares; 2026Q2: 4,308 shares 4,308 $432K 0.12% -445 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: 576 shares; 2025Q1: 603 shares; 2025Q2: 651 shares; 2025Q3: 759 shares; 2025Q4: 1,238 shares; 2026Q1: 1,465 shares; 2026Q2: 1,238 shares 1,238 $424K 0.11% -227 Timeline IOO 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: 3,980 shares; 2025Q1: 3,674 shares; 2025Q2: 3,867 shares; 2025Q3: 3,858 shares; 2025Q4: 3,586 shares; 2026Q1: 3,383 shares; 2026Q2: 3,056 shares 3,056 $417K 0.11% -327 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,090 shares; 2025Q1: 1,067 shares; 2025Q2: 852 shares; 2025Q3: 141 shares; 2025Q4: 893 shares; 2026Q1: 824 shares; 2026Q2: 5,033 shares 5,033 $416K 0.11% +4,209 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: 4,712 shares; 2025Q1: 4,388 shares; 2025Q2: 4,415 shares; 2025Q3: 56 shares; 2025Q4: 4,516 shares; 2026Q1: 4,631 shares; 2026Q2: 4,691 shares 4,691 $412K 0.11% +60 Timeline KRE 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: 251 shares; 2025Q1: 252 shares; 2025Q2: 254 shares; 2025Q3: not reported; 2025Q4: 5,446 shares; 2026Q1: 5,380 shares; 2026Q2: 5,488 shares 5,488 $411K 0.11% +108 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: 3,693 shares; 2025Q1: 3,912 shares; 2025Q2: 4,283 shares; 2025Q3: 412 shares; 2025Q4: 4,332 shares; 2026Q1: 5,481 shares; 2026Q2: 4,467 shares 4,467 $409K 0.11% -1,014 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: 6,400 shares; 2025Q1: 7,550 shares; 2025Q2: 7,550 shares; 2025Q3: not reported; 2025Q4: 7,834 shares; 2026Q1: 8,184 shares; 2026Q2: 8,184 shares 8,184 $405K 0.11% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,528 shares; 2025Q1: 3,492 shares; 2025Q2: 3,605 shares; 2025Q3: 3,667 shares; 2025Q4: 4,127 shares; 2026Q1: 4,423 shares; 2026Q2: 5,074 shares 5,074 $397K 0.11% +651 Timeline IMCV 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: 4,256 shares; 2025Q1: 4,257 shares; 2025Q2: 4,258 shares; 2025Q3: not reported; 2025Q4: 4,236 shares; 2026Q1: 4,237 shares; 2026Q2: 4,238 shares 4,238 $387K 0.1% +1 Timeline QQXL 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: 135 shares; 2025Q4: 6,902 shares; 2026Q1: 6,605 shares; 2026Q2: 6,472 shares 6,472 $384K 0.1% -133 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; 2024Q3: restricted; 2024Q4: 1,606 shares; 2025Q1: 1,671 shares; 2025Q2: 2,021 shares; 2025Q3: 2,286 shares; 2025Q4: 2,497 shares; 2026Q1: 2,668 shares; 2026Q2: 2,525 shares 2,525 $382K 0.1% -143 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: 3,561 shares; 2025Q1: 3,261 shares; 2025Q2: 3,158 shares; 2025Q3: 176 shares; 2025Q4: 3,289 shares; 2026Q1: 2,482 shares; 2026Q2: 2,596 shares 2,596 $381K 0.1% +114 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12,038 shares; 2025Q1: 11,968 shares; 2025Q2: 12,275 shares; 2025Q3: 12,253 shares; 2025Q4: 14,565 shares; 2026Q1: 15,583 shares; 2026Q2: 15,346 shares 15,346 $377K 0.1% -237 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: 2,312 shares; 2025Q1: 2,248 shares; 2025Q2: 2,272 shares; 2025Q3: 2,301 shares; 2025Q4: 2,252 shares; 2026Q1: 2,090 shares; 2026Q2: 2,094 shares 2,094 $372K 0.1% +4 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: 6,112 shares; 2026Q2: 7,296 shares 7,296 $368K 0.1% +1,184 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: 1,013 shares; 2025Q1: 688 shares; 2025Q2: 686 shares; 2025Q3: 709 shares; 2025Q4: 783 shares; 2026Q1: not reported; 2026Q2: 1,229 shares 1,229 $366K 0.1% new 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: 1,612 shares; 2025Q1: 1,593 shares; 2025Q2: 1,449 shares; 2025Q3: 254 shares; 2025Q4: 1,374 shares; 2026Q1: 1,435 shares; 2026Q2: 1,417 shares 1,417 $357K 0.1% -18 Timeline PMAR 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: 7,900 shares; 2025Q1: 7,660 shares; 2025Q2: 7,560 shares; 2025Q3: not reported; 2025Q4: 7,360 shares; 2026Q1: 7,460 shares; 2026Q2: 7,460 shares 7,460 $356K 0.1% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 52 shares; 2025Q1: 54 shares; 2025Q2: 53 shares; 2025Q3: 56 shares; 2025Q4: 97 shares; 2026Q1: not reported; 2026Q2: 1,181 shares 1,181 $356K 0.1% new 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: 12,696 shares 12,696 $356K 0.1% new 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: 3,705 shares; 2025Q1: 3,240 shares; 2025Q2: 3,197 shares; 2025Q3: 1,398 shares; 2025Q4: 3,787 shares; 2026Q1: 3,172 shares; 2026Q2: 2,983 shares 2,983 $355K 0.09% -189 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: not reported; 2026Q2: 9,671 shares 9,671 $354K 0.09% new 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: 2,596 shares; 2025Q1: 2,722 shares; 2025Q2: 2,669 shares; 2025Q3: 2,265 shares; 2025Q4: 2,492 shares; 2026Q1: 2,110 shares; 2026Q2: 1,559 shares 1,559 $352K 0.09% -551 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: 2,189 shares; 2025Q1: 2,195 shares; 2025Q2: 2,097 shares; 2025Q3: 139 shares; 2025Q4: 2,088 shares; 2026Q1: 2,064 shares; 2026Q2: 2,108 shares 2,108 $347K 0.09% +44 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: 483 shares; 2025Q1: 540 shares; 2025Q2: 538 shares; 2025Q3: 154 shares; 2025Q4: 583 shares; 2026Q1: 887 shares; 2026Q2: 938 shares 938 $346K 0.09% +51 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: 291 shares; 2025Q1: 291 shares; 2025Q2: 297 shares; 2025Q3: 6 shares; 2025Q4: 293 shares; 2026Q1: 321 shares; 2026Q2: 339 shares 339 $343K 0.09% +18 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: 1,355 shares; 2025Q1: 1,257 shares; 2025Q2: 1,151 shares; 2025Q3: 501 shares; 2025Q4: 936 shares; 2026Q1: 2,414 shares; 2026Q2: 2,665 shares 2,665 $342K 0.09% +251 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; 2024Q3: restricted; 2024Q4: 8,102 shares; 2025Q1: 8,102 shares; 2025Q2: 8,102 shares; 2025Q3: not reported; 2025Q4: 9,000 shares; 2026Q1: 9,200 shares; 2026Q2: 9,200 shares 9,200 $338K 0.09% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 58,909 shares; 2025Q1: 55,379 shares; 2025Q2: 57,211 shares; 2025Q3: 58,990 shares; 2025Q4: 61,945 shares; 2026Q1: 59,188 shares; 2026Q2: 57,334 shares 57,334 $334K 0.09% -1,854 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: 7,985 shares; 2026Q2: 10,476 shares 10,476 $333K 0.09% +2,491 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,281 shares; 2025Q1: 6,573 shares; 2025Q2: 6,392 shares; 2025Q3: 494 shares; 2025Q4: 5,836 shares; 2026Q1: 5,691 shares; 2026Q2: 5,240 shares 5,240 $325K 0.09% -451 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: 1,038 shares; 2025Q1: 1,123 shares; 2025Q2: 1,243 shares; 2025Q3: 702 shares; 2025Q4: 1,649 shares; 2026Q1: 2,217 shares; 2026Q2: 2,304 shares 2,304 $323K 0.09% +87 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: 2,404 shares; 2025Q1: 3,058 shares; 2025Q2: 2,945 shares; 2025Q3: not reported; 2025Q4: 3,171 shares; 2026Q1: 3,649 shares; 2026Q2: 3,276 shares 3,276 $322K 0.09% -373 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: 622 shares; 2025Q1: 322 shares; 2025Q2: 272 shares; 2025Q3: not reported; 2025Q4: 337 shares; 2026Q1: not reported; 2026Q2: 485 shares 485 $318K 0.09% new 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: 5,554 shares; 2025Q1: 4,450 shares; 2025Q2: 6,973 shares; 2025Q3: 7,177 shares; 2025Q4: 7,505 shares; 2026Q1: 8,597 shares; 2026Q2: 4,108 shares 4,108 $314K 0.08% -4,489 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; 2024Q3: restricted; 2024Q4: 6,977 shares; 2025Q1: 6,145 shares; 2025Q2: 6,391 shares; 2025Q3: 3,646 shares; 2025Q4: 6,731 shares; 2026Q1: 5,674 shares; 2026Q2: 5,120 shares 5,120 $311K 0.08% -554 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: 16,256 shares; 2025Q1: 16,684 shares; 2025Q2: 13,267 shares; 2025Q3: 6,691 shares; 2025Q4: 13,623 shares; 2026Q1: 13,394 shares; 2026Q2: 12,694 shares 12,694 $306K 0.08% -700 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 320 shares; 2025Q1: 160 shares; 2025Q2: 150 shares; 2025Q3: 210 shares; 2025Q4: 709 shares; 2026Q1: 3,896 shares; 2026Q2: 3,893 shares 3,893 $302K 0.08% -3 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: 1,275 shares; 2025Q1: 1,286 shares; 2025Q2: 1,307 shares; 2025Q3: 1,248 shares; 2025Q4: 1,935 shares; 2026Q1: not reported; 2026Q2: 2,895 shares 2,895 $299K 0.08% new 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: 388 shares; 2025Q1: 218 shares; 2025Q2: 168 shares; 2025Q3: 122 shares; 2025Q4: 277 shares; 2026Q1: not reported; 2026Q2: 515 shares 515 $299K 0.08% new Timeline APLD APPLIED DIGITAL CORP More: the full row for APPLIED DIGITAL 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: 8,000 shares 8,000 $298K 0.08% new 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: 1,874 shares; 2025Q1: 1,851 shares; 2025Q2: 1,851 shares; 2025Q3: 1,788 shares; 2025Q4: 1,881 shares; 2026Q1: 1,960 shares; 2026Q2: 1,881 shares 1,881 $297K 0.08% -79 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,516 shares; 2025Q1: 1,544 shares; 2025Q2: 1,186 shares; 2025Q3: 460 shares; 2025Q4: 2,752 shares; 2026Q1: 2,905 shares; 2026Q2: 3,083 shares 3,083 $296K 0.08% +178 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: 1,150 shares; 2025Q1: 1,150 shares; 2025Q2: 3,500 shares; 2025Q3: not reported; 2025Q4: 5,795 shares; 2026Q1: 5,795 shares; 2026Q2: 5,795 shares 5,795 $296K 0.08% 0 Timeline SCMB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 504 shares; 2025Q1: 507 shares; 2025Q2: 510 shares; 2025Q3: not reported; 2025Q4: 7,794 shares; 2026Q1: 11,354 shares; 2026Q2: 11,449 shares 11,449 $296K 0.08% +95 Timeline DDFA 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: 14,515 shares 14,515 $293K 0.08% new 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: 5,812 shares 5,812 $292K 0.08% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,945 shares; 2025Q1: 4,339 shares; 2025Q2: 4,388 shares; 2025Q3: 1,470 shares; 2025Q4: 5,016 shares; 2026Q1: 7,108 shares; 2026Q2: 7,678 shares 7,678 $284K 0.08% +570 Timeline IJJ 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: 136 shares; 2025Q1: 2,545 shares; 2025Q2: 3,055 shares; 2025Q3: not reported; 2025Q4: 2,934 shares; 2026Q1: 2,587 shares; 2026Q2: 1,892 shares 1,892 $279K 0.07% -695 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,309 shares; 2025Q1: 3,088 shares; 2025Q2: 2,527 shares; 2025Q3: 161 shares; 2025Q4: 2,621 shares; 2026Q1: 2,585 shares; 2026Q2: 2,179 shares 2,179 $278K 0.07% -406 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: 5,700 shares; 2025Q1: 5,700 shares; 2025Q2: 5,400 shares; 2025Q3: not reported; 2025Q4: 5,400 shares; 2026Q1: 5,400 shares; 2026Q2: 5,700 shares 5,700 $278K 0.07% +300 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: 1,877 shares; 2025Q1: 3,251 shares; 2025Q2: 3,265 shares; 2025Q3: 3,672 shares; 2025Q4: 5,575 shares; 2026Q1: 5,922 shares; 2026Q2: 5,738 shares 5,738 $278K 0.07% -184 Timeline IXUS 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: 11,375 shares; 2025Q1: 12,676 shares; 2025Q2: 4,976 shares; 2025Q3: 3,752 shares; 2025Q4: 2,372 shares; 2026Q1: 2,882 shares; 2026Q2: 2,893 shares 2,893 $276K 0.07% +11 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: 96 shares; 2025Q2: 4,752 shares; 2025Q3: 6,420 shares; 2025Q4: 7,236 shares; 2026Q1: 9,136 shares; 2026Q2: 6,390 shares 6,390 $275K 0.07% -2,746 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: 166 shares; 2025Q1: 163 shares; 2025Q2: 153 shares; 2025Q3: 112 shares; 2025Q4: 260 shares; 2026Q1: 271 shares; 2026Q2: 293 shares 293 $274K 0.07% +22 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,518 shares; 2025Q3: not reported; 2025Q4: 1,438 shares; 2026Q1: 1,438 shares; 2026Q2: 1,370 shares 1,370 $270K 0.07% -68 Timeline PPA 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: 645 shares; 2025Q1: 621 shares; 2025Q2: 780 shares; 2025Q3: 1,005 shares; 2025Q4: 1,045 shares; 2026Q1: 1,268 shares; 2026Q2: 1,524 shares 1,524 $269K 0.07% +256 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: not reported; 2025Q1: 1,532 shares; 2025Q2: 1,668 shares; 2025Q3: 200 shares; 2025Q4: 2,542 shares; 2026Q1: 4,621 shares; 2026Q2: 4,370 shares 4,370 $269K 0.07% -251 Timeline SPMO 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: 42 shares; 2025Q1: 56 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,612 shares 1,612 $260K 0.07% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 257 shares; 2026Q1: 245 shares; 2026Q2: 246 shares 246 $257K 0.07% +1 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 755 shares; 2025Q1: 756 shares; 2025Q2: 757 shares; 2025Q3: 136 shares; 2025Q4: 1,097 shares; 2026Q1: not reported; 2026Q2: 1,868 shares 1,868 $256K 0.07% new Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,405 shares; 2025Q1: 2,391 shares; 2025Q2: 3,331 shares; 2025Q3: 3,765 shares; 2025Q4: 4,034 shares; 2026Q1: 3,765 shares; 2026Q2: 3,476 shares 3,476 $253K 0.07% -289 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: 1,249 shares; 2025Q1: 1,856 shares; 2025Q2: 2,528 shares; 2025Q3: 2,291 shares; 2025Q4: 2,394 shares; 2026Q1: 2,110 shares; 2026Q2: 2,338 shares 2,338 $252K 0.07% +228 Timeline FDCF 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: 3,842 shares; 2025Q1: 4,007 shares; 2025Q2: 4,432 shares; 2025Q3: 5,150 shares; 2025Q4: 4,674 shares; 2026Q1: 4,719 shares; 2026Q2: 4,968 shares 4,968 $248K 0.07% +249 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 83 shares; 2025Q1: 599 shares; 2025Q2: 1,296 shares; 2025Q3: not reported; 2025Q4: 3,368 shares; 2026Q1: 3,194 shares; 2026Q2: 2,381 shares 2,381 $246K 0.07% -813 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20,362 shares; 2025Q1: 16,775 shares; 2025Q2: 15,919 shares; 2025Q3: 14,071 shares; 2025Q4: 11,143 shares; 2026Q1: 10,113 shares; 2026Q2: 5,388 shares 5,388 $245K 0.07% -4,725 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 7 shares; 2025Q1: 6 shares; 2025Q2: 11 shares; 2025Q3: 72 shares; 2025Q4: 191 shares; 2026Q1: not reported; 2026Q2: 379 shares 379 $242K 0.06% new 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: 199 shares; 2025Q1: 203 shares; 2025Q2: 198 shares; 2025Q3: 6 shares; 2025Q4: 241 shares; 2026Q1: not reported; 2026Q2: 567 shares 567 $242K 0.06% new Timeline PDEC 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: 5,200 shares; 2025Q1: 5,200 shares; 2025Q2: 5,200 shares; 2025Q3: not reported; 2025Q4: 5,200 shares; 2026Q1: 5,200 shares; 2026Q2: 5,200 shares 5,200 $239K 0.06% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 175 shares; 2025Q1: 207 shares; 2025Q2: 364 shares; 2025Q3: 364 shares; 2025Q4: 361 shares; 2026Q1: not reported; 2026Q2: 1,164 shares 1,164 $234K 0.06% new 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: 1,633 shares; 2025Q1: 1,556 shares; 2025Q2: 1,654 shares; 2025Q3: 1,519 shares; 2025Q4: 277 shares; 2026Q1: not reported; 2026Q2: 557 shares 557 $232K 0.06% new Timeline VCRB 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: 197 shares; 2025Q2: 2,725 shares; 2025Q3: 3,226 shares; 2025Q4: 3,619 shares; 2026Q1: 3,152 shares; 2026Q2: 2,974 shares 2,974 $230K 0.06% -178 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,619 shares; 2025Q1: 6,541 shares; 2025Q2: 6,423 shares; 2025Q3: not reported; 2025Q4: 5,637 shares; 2026Q1: 5,653 shares; 2026Q2: 5,677 shares 5,677 $230K 0.06% +24 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: 735 shares; 2025Q1: 694 shares; 2025Q2: 636 shares; 2025Q3: 610 shares; 2025Q4: 695 shares; 2026Q1: 673 shares; 2026Q2: 631 shares 631 $228K 0.06% -42 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: 321 shares; 2025Q1: 313 shares; 2025Q2: 309 shares; 2025Q3: 255 shares; 2025Q4: 271 shares; 2026Q1: 249 shares; 2026Q2: 237 shares 237 $228K 0.06% -12 Timeline QYLD 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: 3,864 shares; 2025Q1: 2,163 shares; 2025Q2: 3,064 shares; 2025Q3: not reported; 2025Q4: 6,038 shares; 2026Q1: not reported; 2026Q2: 12,341 shares 12,341 $227K 0.06% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,838 shares; 2025Q1: 2,964 shares; 2025Q2: 2,988 shares; 2025Q3: 2,458 shares; 2025Q4: 3,102 shares; 2026Q1: 3,216 shares; 2026Q2: 1,425 shares 1,425 $226K 0.06% -1,791 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,707 shares; 2025Q1: 1,622 shares; 2025Q2: 1,623 shares; 2025Q3: 1,700 shares; 2025Q4: 1,873 shares; 2026Q1: 1,938 shares; 2026Q2: 1,914 shares 1,914 $223K 0.06% -24 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: 7,740 shares; 2025Q1: 7,903 shares; 2025Q2: 9,564 shares; 2025Q3: 9,301 shares; 2025Q4: 8,616 shares; 2026Q1: 8,005 shares; 2026Q2: 8,372 shares 8,372 $222K 0.06% +367 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: 2,544 shares; 2025Q1: 2,231 shares; 2025Q2: 2,087 shares; 2025Q3: 344 shares; 2025Q4: 1,997 shares; 2026Q1: 1,850 shares; 2026Q2: 1,608 shares 1,608 $218K 0.06% -242 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 650 shares; 2025Q1: 653 shares; 2025Q2: 250 shares; 2025Q3: 12 shares; 2025Q4: 276 shares; 2026Q1: not reported; 2026Q2: 304 shares 304 $217K 0.06% new Timeline EVSD 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: not reported; 2026Q1: not reported; 2026Q2: 4,232 shares 4,232 $215K 0.06% new Timeline ASCI ABRDN FDS More: the full row for ABRDN 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: 5,868 shares; 2026Q1: not reported; 2026Q2: 5,868 shares 5,868 $215K 0.06% new 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: 2,386 shares; 2025Q1: 3,214 shares; 2025Q2: 2,922 shares; 2025Q3: 2,666 shares; 2025Q4: 4,441 shares; 2026Q1: 2,455 shares; 2026Q2: 2,749 shares 2,749 $208K 0.06% +294 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 206 shares; 2025Q1: 206 shares; 2025Q2: 2,188 shares; 2025Q3: 2,142 shares; 2025Q4: 2,902 shares; 2026Q1: not reported; 2026Q2: 2,461 shares 2,461 $206K 0.05% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 923 shares; 2025Q1: 490 shares; 2025Q2: 1,297 shares; 2025Q3: 473 shares; 2025Q4: 15,902 shares; 2026Q1: 9,017 shares; 2026Q2: 8,597 shares 8,597 $203K 0.05% -420 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,829 shares; 2025Q1: 1,783 shares; 2025Q2: 1,731 shares; 2025Q3: 3,146 shares; 2025Q4: 4,364 shares; 2026Q1: 6,428 shares; 2026Q2: 5,155 shares 5,155 $200K 0.05% -1,273 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 556 shares; 2025Q1: 449 shares; 2025Q2: 418 shares; 2025Q3: 225 shares; 2025Q4: 854 shares; 2026Q1: not reported; 2026Q2: 3,174 shares 3,174 $196K 0.05% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,057 shares; 2025Q1: 1,019 shares; 2025Q2: 1,019 shares; 2025Q3: 1,066 shares; 2025Q4: 1,333 shares; 2026Q1: 1,317 shares; 2026Q2: 1,191 shares 1,191 $195K 0.05% -126 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: 4,116 shares; 2025Q1: 3,984 shares; 2025Q2: 3,970 shares; 2025Q3: 4,086 shares; 2025Q4: 2,149 shares; 2026Q1: 2,092 shares; 2026Q2: 1,687 shares 1,687 $194K 0.05% -405 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 65 shares; 2025Q1: 127 shares; 2025Q2: 161 shares; 2025Q3: 1 shares; 2025Q4: 648 shares; 2026Q1: not reported; 2026Q2: 1,165 shares 1,165 $193K 0.05% new Timeline ISCG 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: 3,399 shares; 2025Q1: 2,924 shares; 2025Q2: 2,925 shares; 2025Q3: not reported; 2025Q4: 2,926 shares; 2026Q1: not reported; 2026Q2: 2,927 shares 2,927 $192K 0.05% new 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: 1,839 shares; 2026Q1: not reported; 2026Q2: 2,149 shares 2,149 $191K 0.05% new Timeline SPGM 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: 3,622 shares; 2025Q1: 3,646 shares; 2025Q2: 3,646 shares; 2025Q3: 3,634 shares; 2025Q4: 3,634 shares; 2026Q1: 3,667 shares; 2026Q2: 2,218 shares 2,218 $190K 0.05% -1,449 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: 114 shares; 2025Q1: 114 shares; 2025Q2: 114 shares; 2025Q3: 2 shares; 2025Q4: 114 shares; 2026Q1: not reported; 2026Q2: 741 shares 741 $189K 0.05% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 21 shares; 2025Q1: 21 shares; 2025Q2: 103 shares; 2025Q3: 102 shares; 2025Q4: 2,964 shares; 2026Q1: 3,457 shares; 2026Q2: 3,527 shares 3,527 $188K 0.05% +70 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: 705 shares; 2025Q1: 1,896 shares; 2025Q2: 1,928 shares; 2025Q3: 2,456 shares; 2025Q4: 3,249 shares; 2026Q1: 3,251 shares; 2026Q2: 1,889 shares 1,889 $187K 0.05% -1,362 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: 498 shares; 2025Q1: 497 shares; 2025Q2: 502 shares; 2025Q3: 79 shares; 2025Q4: 612 shares; 2026Q1: 692 shares; 2026Q2: 552 shares 552 $187K 0.05% -140 Timeline SHY 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: 7,288 shares; 2025Q1: 6,142 shares; 2025Q2: 5,954 shares; 2025Q3: 5,275 shares; 2025Q4: 4,288 shares; 2026Q1: 3,994 shares; 2026Q2: 2,271 shares 2,271 $186K 0.05% -1,723 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,419 shares; 2025Q1: 2,336 shares; 2025Q2: 2,339 shares; 2025Q3: 2,396 shares; 2025Q4: 2,435 shares; 2026Q1: 2,316 shares; 2026Q2: 1,187 shares 1,187 $185K 0.05% -1,129 Timeline ECVT ECOVYST INC More: the full row for ECOVYST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 14,800 shares; 2026Q2: 14,800 shares 14,800 $184K 0.05% 0 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: 1,272 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 72 shares; 2025Q4: 1,272 shares; 2026Q1: not reported; 2026Q2: 1,272 shares 1,272 $184K 0.05% new Timeline NVIR 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: 2,727 shares; 2025Q1: 3,115 shares; 2025Q2: 4,102 shares; 2025Q3: 4,576 shares; 2025Q4: 3,968 shares; 2026Q1: not reported; 2026Q2: 4,710 shares 4,710 $183K 0.05% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,732 shares; 2025Q1: 2,645 shares; 2025Q2: 2,648 shares; 2025Q3: 2,244 shares; 2025Q4: 2,837 shares; 2026Q1: not reported; 2026Q2: 2,430 shares 2,430 $181K 0.05% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 402 shares; 2025Q1: 469 shares; 2025Q2: 500 shares; 2025Q3: 425 shares; 2025Q4: 540 shares; 2026Q1: not reported; 2026Q2: 454 shares 454 $180K 0.05% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,569 shares; 2025Q1: 444 shares; 2025Q2: 444 shares; 2025Q3: 126 shares; 2025Q4: 770 shares; 2026Q1: not reported; 2026Q2: 3,859 shares 3,859 $180K 0.05% new Timeline USMC 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: 74 shares; 2025Q1: 627 shares; 2025Q2: 883 shares; 2025Q3: not reported; 2025Q4: 3,705 shares; 2026Q1: not reported; 2026Q2: 2,412 shares 2,412 $179K 0.05% new Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,749 shares 3,749 $176K 0.05% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,885 shares; 2025Q1: 2,192 shares; 2025Q2: 2,013 shares; 2025Q3: 1,302 shares; 2025Q4: 1,840 shares; 2026Q1: not reported; 2026Q2: 1,633 shares 1,633 $176K 0.05% new 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; 2024Q3: restricted; 2024Q4: 9 shares; 2025Q1: 7 shares; 2025Q2: 10 shares; 2025Q3: 1 shares; 2025Q4: 27 shares; 2026Q1: not reported; 2026Q2: 1,394 shares 1,394 $173K 0.05% new Timeline IDV 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: 4,024 shares; 2025Q1: 4,029 shares; 2025Q2: 4,064 shares; 2025Q3: 605 shares; 2025Q4: 4,153 shares; 2026Q1: not reported; 2026Q2: 4,179 shares 4,179 $173K 0.05% new Timeline SPHY 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: 1,273 shares; 2025Q1: 1,229 shares; 2025Q2: 1,276 shares; 2025Q3: 1,470 shares; 2025Q4: 3,336 shares; 2026Q1: not reported; 2026Q2: 7,366 shares 7,366 $173K 0.05% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 9,019 shares; 2025Q4: 9,240 shares; 2026Q1: not reported; 2026Q2: 8,060 shares 8,060 $172K 0.05% new Timeline IMCB 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: 1,786 shares; 2025Q1: 1,786 shares; 2025Q2: 1,786 shares; 2025Q3: not reported; 2025Q4: 1,786 shares; 2026Q1: not reported; 2026Q2: 1,786 shares 1,786 $172K 0.05% new Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 503 shares; 2025Q3: 2,629 shares; 2025Q4: 4,009 shares; 2026Q1: not reported; 2026Q2: 6,286 shares 6,286 $172K 0.05% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,451 shares 3,451 $170K 0.05% new 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: 2,953 shares; 2025Q1: 4,600 shares; 2025Q2: 2,645 shares; 2025Q3: 1,615 shares; 2025Q4: 2,237 shares; 2026Q1: not reported; 2026Q2: 2,175 shares 2,175 $169K 0.05% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 783 shares; 2025Q1: 1,608 shares; 2025Q2: 2,417 shares; 2025Q3: 2,305 shares; 2025Q4: 2,964 shares; 2026Q1: not reported; 2026Q2: 2,919 shares 2,919 $168K 0.05% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 677 shares; 2025Q1: 656 shares; 2025Q2: 643 shares; 2025Q3: 656 shares; 2025Q4: 662 shares; 2026Q1: 655 shares; 2026Q2: 600 shares 600 $168K 0.04% -55 Timeline XBJA 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: 2,400 shares; 2025Q1: 2,400 shares; 2025Q2: 2,400 shares; 2025Q3: not reported; 2025Q4: 2,400 shares; 2026Q1: not reported; 2026Q2: 4,935 shares 4,935 $167K 0.04% new Timeline CGIC CAPITAL GROUP INTERNATIONAL More: the full row for CAPITAL GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 500 shares; 2025Q3: 1,704 shares; 2025Q4: 3,601 shares; 2026Q1: not reported; 2026Q2: 4,555 shares 4,555 $166K 0.04% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 672 shares; 2025Q4: 931 shares; 2026Q1: not reported; 2026Q2: 2,518 shares 2,518 $165K 0.04% new Timeline EAGG 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: 3,021 shares; 2025Q1: 3,021 shares; 2025Q2: 3,484 shares; 2025Q3: 3,484 shares; 2025Q4: 3,484 shares; 2026Q1: not reported; 2026Q2: 3,484 shares 3,484 $165K 0.04% new 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: 428 shares; 2025Q1: 390 shares; 2025Q2: 393 shares; 2025Q3: 214 shares; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 738 shares 738 $163K 0.04% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,485 shares; 2025Q1: 1,455 shares; 2025Q2: 1,456 shares; 2025Q3: 1,507 shares; 2025Q4: 1,541 shares; 2026Q1: not reported; 2026Q2: 1,371 shares 1,371 $162K 0.04% new Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,725 shares; 2025Q1: 2,791 shares; 2025Q2: 2,830 shares; 2025Q3: not reported; 2025Q4: 4,742 shares; 2026Q1: not reported; 2026Q2: 4,794 shares 4,794 $160K 0.04% new 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: 839 shares; 2025Q1: 821 shares; 2025Q2: 858 shares; 2025Q3: 407 shares; 2025Q4: 715 shares; 2026Q1: not reported; 2026Q2: 1,090 shares 1,090 $160K 0.04% new Timeline XSMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 602 shares; 2025Q1: 896 shares; 2025Q2: 896 shares; 2025Q3: 1,210 shares; 2025Q4: 1,210 shares; 2026Q1: not reported; 2026Q2: 1,705 shares 1,705 $160K 0.04% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 422 shares; 2025Q3: 429 shares; 2025Q4: 591 shares; 2026Q1: not reported; 2026Q2: 696 shares 696 $158K 0.04% new Timeline FXI 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: 1,767 shares; 2025Q1: 1,876 shares; 2025Q2: 1,900 shares; 2025Q3: not reported; 2025Q4: 4,952 shares; 2026Q1: not reported; 2026Q2: 4,991 shares 4,991 $158K 0.04% new Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,505 shares; 2025Q1: 2,519 shares; 2025Q2: 2,580 shares; 2025Q3: 2,618 shares; 2025Q4: 3,154 shares; 2026Q1: not reported; 2026Q2: 5,510 shares 5,510 $158K 0.04% new 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: 20 shares; 2025Q1: 16 shares; 2025Q2: 27 shares; 2025Q3: 66 shares; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 752 shares 752 $157K 0.04% new Timeline STIP 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 shares; 2025Q1: 354 shares; 2025Q2: 904 shares; 2025Q3: 1,236 shares; 2025Q4: 436 shares; 2026Q1: not reported; 2026Q2: 1,529 shares 1,529 $156K 0.04% new Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 2,715 shares 2,715 $155K 0.04% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,078 shares; 2025Q1: 966 shares; 2025Q2: 854 shares; 2025Q3: 728 shares; 2025Q4: 805 shares; 2026Q1: 757 shares; 2026Q2: 391 shares 391 $155K 0.04% -366 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 288 shares; 2025Q1: 287 shares; 2025Q2: 289 shares; 2025Q3: 298 shares; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 312 shares 312 $153K 0.04% new Timeline DDFJ 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: 7,742 shares 7,742 $153K 0.04% new 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: 748 shares; 2025Q1: 1,460 shares; 2025Q2: 741 shares; 2025Q3: 301 shares; 2025Q4: 657 shares; 2026Q1: not reported; 2026Q2: 1,973 shares 1,973 $151K 0.04% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,300 shares; 2025Q1: 5,600 shares; 2025Q2: 6,100 shares; 2025Q3: not reported; 2025Q4: 13,410 shares; 2026Q1: 14,070 shares; 2026Q2: 15,124 shares 15,124 $147K 0.04% +1,054 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: 783 shares; 2025Q1: 748 shares; 2025Q2: 865 shares; 2025Q3: 249 shares; 2025Q4: 724 shares; 2026Q1: not reported; 2026Q2: 540 shares 540 $146K 0.04% new 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: 2,099 shares; 2025Q1: 2,099 shares; 2025Q2: 2,104 shares; 2025Q3: not reported; 2025Q4: 2,110 shares; 2026Q1: not reported; 2026Q2: 2,113 shares 2,113 $145K 0.04% new Timeline DDTZ 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: 7,450 shares 7,450 $144K 0.04% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,497 shares; 2025Q1: 5,402 shares; 2025Q2: 5,402 shares; 2025Q3: not reported; 2025Q4: 5,754 shares; 2026Q1: not reported; 2026Q2: 5,854 shares 5,854 $143K 0.04% new Timeline SEI SOLARIS ENERGY INFRAS INC More: the full row for SOLARIS ENERGY INFRAS 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: 2,251 shares; 2026Q1: not reported; 2026Q2: 1,778 shares 1,778 $143K 0.04% new 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: 3,218 shares; 2025Q1: 2,502 shares; 2025Q2: 3,102 shares; 2025Q3: 541 shares; 2025Q4: 1,547 shares; 2026Q1: not reported; 2026Q2: 1,022 shares 1,022 $143K 0.04% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 62 shares; 2025Q1: 60 shares; 2025Q2: 60 shares; 2025Q3: 60 shares; 2025Q4: 60 shares; 2026Q1: not reported; 2026Q2: 1,989 shares 1,989 $142K 0.04% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,923 shares; 2025Q1: 3,923 shares; 2025Q2: 3,821 shares; 2025Q3: 100 shares; 2025Q4: 3,821 shares; 2026Q1: not reported; 2026Q2: 3,721 shares 3,721 $142K 0.04% new Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,950 shares; 2025Q3: not reported; 2025Q4: 3,010 shares; 2026Q1: not reported; 2026Q2: 3,067 shares 3,067 $141K 0.04% new Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 537 shares; 2025Q1: 680 shares; 2025Q2: 711 shares; 2025Q3: 726 shares; 2025Q4: 791 shares; 2026Q1: not reported; 2026Q2: 986 shares 986 $139K 0.04% 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: 2,164 shares; 2025Q1: 2,170 shares; 2025Q2: 1,432 shares; 2025Q3: 259 shares; 2025Q4: 1,458 shares; 2026Q1: not reported; 2026Q2: 1,434 shares 1,434 $138K 0.04% new Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 463 shares 463 $137K 0.04% new Timeline ILCV 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: 1,350 shares; 2025Q1: 1,350 shares; 2025Q2: 1,350 shares; 2025Q3: not reported; 2025Q4: 1,350 shares; 2026Q1: not reported; 2026Q2: 1,350 shares 1,350 $137K 0.04% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 20 shares; 2025Q1: 20 shares; 2025Q2: 2,742 shares; 2025Q3: not reported; 2025Q4: 2,815 shares; 2026Q1: not reported; 2026Q2: 2,397 shares 2,397 $133K 0.04% new 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: 272 shares; 2025Q1: 172 shares; 2025Q2: 171 shares; 2025Q3: 20 shares; 2025Q4: 122 shares; 2026Q1: not reported; 2026Q2: 488 shares 488 $133K 0.04% new Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC 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: 2,651 shares; 2026Q1: not reported; 2026Q2: 2,208 shares 2,208 $133K 0.04% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 112 shares; 2025Q1: 589 shares; 2025Q2: 639 shares; 2025Q3: not reported; 2025Q4: 967 shares; 2026Q1: not reported; 2026Q2: 396 shares 396 $132K 0.04% new Timeline RSPG 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: 1,317 shares; 2025Q1: 1,317 shares; 2025Q2: 1,317 shares; 2025Q3: 1,317 shares; 2025Q4: 1,317 shares; 2026Q1: not reported; 2026Q2: 1,317 shares 1,317 $129K 0.03% new Timeline AOR 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: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: not reported; 2025Q4: 1,000 shares; 2026Q1: not reported; 2026Q2: 1,854 shares 1,854 $129K 0.03% new Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 653 shares; 2025Q1: 689 shares; 2025Q2: 788 shares; 2025Q3: 162 shares; 2025Q4: 1,106 shares; 2026Q1: not reported; 2026Q2: 1,104 shares 1,104 $129K 0.03% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 375 shares; 2025Q1: 175 shares; 2025Q2: 2,810 shares; 2025Q3: not reported; 2025Q4: 2,951 shares; 2026Q1: not reported; 2026Q2: 2,234 shares 2,234 $128K 0.03% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,780 shares; 2025Q3: 1,821 shares; 2025Q4: 2,045 shares; 2026Q1: not reported; 2026Q2: 1,769 shares 1,769 $128K 0.03% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 49 shares; 2025Q1: 49 shares; 2025Q2: 46 shares; 2025Q3: 560 shares; 2025Q4: 1,589 shares; 2026Q1: not reported; 2026Q2: 5,909 shares 5,909 $126K 0.03% new Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,693 shares; 2025Q1: 7,093 shares; 2025Q2: 6,093 shares; 2025Q3: not reported; 2025Q4: 13,001 shares; 2026Q1: 12,186 shares; 2026Q2: 13,341 shares 13,341 $125K 0.03% +1,155 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 33 shares; 2026Q1: not reported; 2026Q2: 398 shares 398 $125K 0.03% new Timeline IBB 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: 77 shares; 2025Q1: 77 shares; 2025Q2: 77 shares; 2025Q3: 76 shares; 2025Q4: 671 shares; 2026Q1: not reported; 2026Q2: 654 shares 654 $124K 0.03% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,513 shares; 2025Q1: 1,634 shares; 2025Q2: 1,718 shares; 2025Q3: 1,814 shares; 2025Q4: 2,490 shares; 2026Q1: not reported; 2026Q2: 3,035 shares 3,035 $124K 0.03% new Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,590 shares; 2025Q1: 2,590 shares; 2025Q2: 3,097 shares; 2025Q3: 3,097 shares; 2025Q4: 2,874 shares; 2026Q1: not reported; 2026Q2: 2,464 shares 2,464 $123K 0.03% new Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 224 shares; 2025Q1: 224 shares; 2025Q2: 235 shares; 2025Q3: 626 shares; 2025Q4: 1,312 shares; 2026Q1: not reported; 2026Q2: 2,723 shares 2,723 $123K 0.03% new 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; 2024Q3: restricted; 2024Q4: 6,714 shares; 2025Q1: 6,718 shares; 2025Q2: 6,768 shares; 2025Q3: 5,367 shares; 2025Q4: 7,844 shares; 2026Q1: not reported; 2026Q2: 5,067 shares 5,067 $122K 0.03% new Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,192 shares; 2025Q1: 3,205 shares; 2025Q2: 2,625 shares; 2025Q3: not reported; 2025Q4: 2,360 shares; 2026Q1: not reported; 2026Q2: 2,178 shares 2,178 $120K 0.03% new Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 407 shares; 2025Q3: not reported; 2025Q4: 1,101 shares; 2026Q1: not reported; 2026Q2: 1,193 shares 1,193 $120K 0.03% new 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: 471 shares; 2025Q1: 418 shares; 2025Q2: 418 shares; 2025Q3: 425 shares; 2025Q4: 1,041 shares; 2026Q1: not reported; 2026Q2: 1,755 shares 1,755 $120K 0.03% new 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: 800 shares; 2026Q1: not reported; 2026Q2: 3,155 shares 3,155 $120K 0.03% new 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: 650 shares; 2025Q1: 1,009 shares; 2025Q2: 1,178 shares; 2025Q3: 1,136 shares; 2025Q4: 1,234 shares; 2026Q1: not reported; 2026Q2: 1,150 shares 1,150 $120K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 56 shares; 2025Q4: 145 shares; 2026Q1: not reported; 2026Q2: 346 shares 346 $118K 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5,173 shares; 2025Q1: 4,789 shares; 2025Q2: 5,616 shares; 2025Q3: 4,498 shares; 2025Q4: 1,695 shares; 2026Q1: not reported; 2026Q2: 2,402 shares 2,402 $118K 0.03% new 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: 321 shares; 2025Q1: 350 shares; 2025Q2: 354 shares; 2025Q3: 259 shares; 2025Q4: 601 shares; 2026Q1: not reported; 2026Q2: 484 shares 484 $118K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 683 shares; 2025Q1: 807 shares; 2025Q2: 901 shares; 2025Q3: 821 shares; 2025Q4: 1,015 shares; 2026Q1: not reported; 2026Q2: 747 shares 747 $117K 0.03% new Timeline WH WYNDHAM HOTELS & RESORTS INC More: the full row for WYNDHAM HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 468 shares; 2025Q1: 536 shares; 2025Q2: 561 shares; 2025Q3: 591 shares; 2025Q4: 1,142 shares; 2026Q1: not reported; 2026Q2: 1,358 shares 1,358 $114K 0.03% 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: 971 shares; 2025Q1: 671 shares; 2025Q2: 465 shares; 2025Q3: 47 shares; 2025Q4: 638 shares; 2026Q1: not reported; 2026Q2: 904 shares 904 $114K 0.03% new Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,235 shares; 2025Q1: 1,480 shares; 2025Q2: 1,484 shares; 2025Q3: 390 shares; 2025Q4: 1,524 shares; 2026Q1: not reported; 2026Q2: 1,961 shares 1,961 $113K 0.03% 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: 173 shares; 2025Q1: 290 shares; 2025Q2: 327 shares; 2025Q3: 321 shares; 2025Q4: 352 shares; 2026Q1: not reported; 2026Q2: 319 shares 319 $113K 0.03% new 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: 275 shares; 2025Q1: 301 shares; 2025Q2: 371 shares; 2025Q3: not reported; 2025Q4: 320 shares; 2026Q1: not reported; 2026Q2: 373 shares 373 $112K 0.03% new 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: 67 shares; 2025Q1: 71 shares; 2025Q2: 71 shares; 2025Q3: 5 shares; 2025Q4: 456 shares; 2026Q1: not reported; 2026Q2: 460 shares 460 $112K 0.03% new 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: 971 shares; 2025Q1: 1,234 shares; 2025Q2: 2,065 shares; 2025Q3: 1,334 shares; 2025Q4: 2,673 shares; 2026Q1: not reported; 2026Q2: 1,883 shares 1,883 $111K 0.03% new Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,174 shares; 2025Q1: 2,174 shares; 2025Q2: 940 shares; 2025Q3: not reported; 2025Q4: 2,584 shares; 2026Q1: not reported; 2026Q2: 2,347 shares 2,347 $111K 0.03% new 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: 795 shares; 2025Q1: 795 shares; 2025Q2: 795 shares; 2025Q3: not reported; 2025Q4: 1,145 shares; 2026Q1: not reported; 2026Q2: 3,555 shares 3,555 $111K 0.03% new Timeline WCC WESCO INTL INC More: the full row for WESCO 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: 30 shares; 2025Q4: 80 shares; 2026Q1: not reported; 2026Q2: 320 shares 320 $111K 0.03% 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: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 200 shares; 2025Q4: 700 shares; 2026Q1: not reported; 2026Q2: 700 shares 700 $109K 0.03% new 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; 2024Q3: restricted; 2024Q4: 476 shares; 2025Q1: 1,520 shares; 2025Q2: 1,496 shares; 2025Q3: 1,877 shares; 2025Q4: 1,993 shares; 2026Q1: not reported; 2026Q2: 2,160 shares 2,160 $109K 0.03% new Timeline RDIV 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: 2,535 shares; 2025Q1: 2,535 shares; 2025Q2: 2,285 shares; 2025Q3: 1,635 shares; 2025Q4: 2,285 shares; 2026Q1: not reported; 2026Q2: 1,861 shares 1,861 $108K 0.03% new Timeline RDVI 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: 3,655 shares 3,655 $107K 0.03% new Timeline ACWV 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: 686 shares; 2025Q1: 686 shares; 2025Q2: 697 shares; 2025Q3: 861 shares; 2025Q4: 861 shares; 2026Q1: not reported; 2026Q2: 889 shares 889 $107K 0.03% new Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2,858 shares; 2025Q1: 2,734 shares; 2025Q2: 2,871 shares; 2025Q3: 676 shares; 2025Q4: 3,088 shares; 2026Q1: not reported; 2026Q2: 3,133 shares 3,133 $106K 0.03% new Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 72 shares; 2025Q2: 73 shares; 2025Q3: 44 shares; 2025Q4: 191 shares; 2026Q1: not reported; 2026Q2: 1,225 shares 1,225 $106K 0.03% new 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: 302 shares; 2025Q1: 302 shares; 2025Q2: 303 shares; 2025Q3: 39 shares; 2025Q4: 247 shares; 2026Q1: not reported; 2026Q2: 248 shares 248 $106K 0.03% new 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: 5,872 shares; 2025Q1: 5,772 shares; 2025Q2: 5,841 shares; 2025Q3: 5,528 shares; 2025Q4: 5,720 shares; 2026Q1: 5,703 shares; 2026Q2: 1,966 shares 1,966 $105K 0.03% -3,737 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 478 shares; 2025Q1: 474 shares; 2025Q2: 478 shares; 2025Q3: 155 shares; 2025Q4: 509 shares; 2026Q1: not reported; 2026Q2: 807 shares 807 $105K 0.03% new Timeline SILA SILA REALTY TRUST INC More: the full row for SILA REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 13,877 shares; 2025Q1: 11,083 shares; 2025Q2: 7,693 shares; 2025Q3: not reported; 2025Q4: 5,076 shares; 2026Q1: not reported; 2026Q2: 3,447 shares 3,447 $105K 0.03% new Timeline SPTI 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: 2,891 shares; 2025Q1: 2,912 shares; 2025Q2: 2,885 shares; 2025Q3: not reported; 2025Q4: 3,564 shares; 2026Q1: not reported; 2026Q2: 3,681 shares 3,681 $105K 0.03% new Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 138 shares; 2025Q1: 343 shares; 2025Q2: 351 shares; 2025Q3: 299 shares; 2025Q4: 535 shares; 2026Q1: not reported; 2026Q2: 593 shares 593 $104K 0.03% new 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: 1,375 shares; 2025Q1: 1,167 shares; 2025Q2: 1,147 shares; 2025Q3: 1,221 shares; 2025Q4: 1,177 shares; 2026Q1: not reported; 2026Q2: 1,169 shares 1,169 $104K 0.03% new Timeline VPU 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: 1,667 shares; 2025Q1: 1,677 shares; 2025Q2: 1,219 shares; 2025Q3: 831 shares; 2025Q4: 1,126 shares; 2026Q1: 1,181 shares; 2026Q2: 527 shares 527 $103K 0.03% -654 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: not reported; 2025Q3: 956 shares; 2025Q4: 943 shares; 2026Q1: not reported; 2026Q2: 1,438 shares 1,438 $103K 0.03% new Timeline IGSB 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: 848 shares; 2025Q1: 696 shares; 2025Q2: 1,037 shares; 2025Q3: 713 shares; 2025Q4: 1,695 shares; 2026Q1: not reported; 2026Q2: 1,933 shares 1,933 $101K 0.03% new 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: not reported; 2026Q2: 663 shares 663 $101K 0.03% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: not reported; 2025Q2: 1,298 shares; 2025Q3: 1,390 shares; 2025Q4: 2,666 shares; 2026Q1: not reported; 2026Q2: 2,895 shares 2,895 $101K 0.03% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,293 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares; 2025Q3: not reported; 2025Q4: 9,293 shares; 2026Q1: 10,393 shares; 2026Q2: 10,393 shares 10,393 $99.5K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 428 shares; 2025Q1: 228 shares; 2025Q2: 228 shares; 2025Q3: 3 shares; 2025Q4: 223 shares; 2026Q1: not reported; 2026Q2: 905 shares 905 $99.3K 0.03% new Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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 shares; 2025Q4: 23 shares; 2026Q1: not reported; 2026Q2: 47 shares 47 $97.8K 0.03% 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: 89 shares; 2025Q1: 89 shares; 2025Q2: 157 shares; 2025Q3: not reported; 2025Q4: 1,179 shares; 2026Q1: not reported; 2026Q2: 1,179 shares 1,179 $97.4K 0.03% new 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: 1,172 shares; 2025Q1: 1,303 shares; 2025Q2: 1,390 shares; 2025Q3: 876 shares; 2025Q4: 960 shares; 2026Q1: not reported; 2026Q2: 673 shares 673 $97.3K 0.03% 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: 1,155 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares; 2025Q3: 232 shares; 2025Q4: 1,606 shares; 2026Q1: not reported; 2026Q2: 2,034 shares 2,034 $96.7K 0.03% new 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: 950 shares; 2025Q1: 1,002 shares; 2025Q2: 809 shares; 2025Q3: 117 shares; 2025Q4: 181 shares; 2026Q1: not reported; 2026Q2: 382 shares 382 $96.4K 0.03% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 30 shares; 2025Q1: 30 shares; 2025Q2: 48 shares; 2025Q3: 18 shares; 2025Q4: 30 shares; 2026Q1: not reported; 2026Q2: 2,430 shares 2,430 $94.8K 0.03% new Timeline PICB 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: 1,262 shares; 2025Q3: 4,100 shares; 2025Q4: 4,137 shares; 2026Q1: not reported; 2026Q2: 4,088 shares 4,088 $94.7K 0.03% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,335 shares; 2025Q1: 1,188 shares; 2025Q2: 1,306 shares; 2025Q3: 1,306 shares; 2025Q4: 905 shares; 2026Q1: not reported; 2026Q2: 805 shares 805 $94.2K 0.03% new 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: 1,824 shares; 2025Q1: 1,803 shares; 2025Q2: 1,775 shares; 2025Q3: 1,590 shares; 2025Q4: 1,565 shares; 2026Q1: 1,555 shares; 2026Q2: 413 shares 413 $94K 0.03% -1,142 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: 1,120 shares; 2025Q1: 1,056 shares; 2025Q2: 656 shares; 2025Q3: 346 shares; 2025Q4: 530 shares; 2026Q1: not reported; 2026Q2: 509 shares 509 $93.6K 0.03% new 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: 807 shares; 2025Q1: 813 shares; 2025Q2: 853 shares; 2025Q3: not reported; 2025Q4: 972 shares; 2026Q1: not reported; 2026Q2: 846 shares 846 $93.6K 0.03% new Timeline EAPR 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: 2,800 shares 2,800 $92.1K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 134 shares; 2025Q1: 95 shares; 2025Q2: 69 shares; 2025Q3: 19 shares; 2025Q4: 181 shares; 2026Q1: not reported; 2026Q2: 732 shares 732 $90.9K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 619 shares; 2025Q1: 619 shares; 2025Q2: 326 shares; 2025Q3: 161 shares; 2025Q4: 292 shares; 2026Q1: not reported; 2026Q2: 252 shares 252 $90.8K 0.02% new Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 990 shares; 2025Q1: 771 shares; 2025Q2: 2,858 shares; 2025Q3: 1,380 shares; 2025Q4: 3,120 shares; 2026Q1: not reported; 2026Q2: 3,819 shares 3,819 $90.1K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 48 shares; 2025Q1: 47 shares; 2025Q2: 44 shares; 2025Q3: 60 shares; 2025Q4: 115 shares; 2026Q1: not reported; 2026Q2: 181 shares 181 $89.9K 0.02% new Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares; 2025Q3: 211 shares; 2025Q4: 385 shares; 2026Q1: not reported; 2026Q2: 374 shares 374 $88.8K 0.02% new Timeline BCPL BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 3,519 shares 3,519 $87.8K 0.02% new Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 156 shares; 2025Q1: 156 shares; 2025Q2: 1,856 shares; 2025Q3: 156 shares; 2025Q4: 1,925 shares; 2026Q1: not reported; 2026Q2: 2,165 shares 2,165 $87.7K 0.02% new 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: 2,439 shares; 2025Q1: 1,927 shares; 2025Q2: 2,329 shares; 2025Q3: 2,498 shares; 2025Q4: 2,956 shares; 2026Q1: not reported; 2026Q2: 1,847 shares 1,847 $86.5K 0.02% new Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 34 shares; 2025Q4: 139 shares; 2026Q1: not reported; 2026Q2: 772 shares 772 $86.3K 0.02% new Timeline IWP 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: 291 shares; 2025Q1: 289 shares; 2025Q2: 108 shares; 2025Q3: 2 shares; 2025Q4: 589 shares; 2026Q1: not reported; 2026Q2: 583 shares 583 $85.4K 0.02% new Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,019 shares; 2025Q1: 1,018 shares; 2025Q2: 1,018 shares; 2025Q3: not reported; 2025Q4: 710 shares; 2026Q1: not reported; 2026Q2: 719 shares 719 $85.1K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 239 shares; 2025Q1: 235 shares; 2025Q2: 235 shares; 2025Q3: not reported; 2025Q4: 235 shares; 2026Q1: not reported; 2026Q2: 270 shares 270 $84.9K 0.02% new Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28 shares; 2025Q3: 47 shares; 2025Q4: 48 shares; 2026Q1: not reported; 2026Q2: 1,135 shares 1,135 $82.3K 0.02% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3 shares; 2025Q1: 3 shares; 2025Q2: 3 shares; 2025Q3: 187 shares; 2025Q4: 632 shares; 2026Q1: not reported; 2026Q2: 2,514 shares 2,514 $82.3K 0.02% new Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 3,959 shares; 2025Q1: 3,780 shares; 2025Q2: 3,760 shares; 2025Q3: 3,749 shares; 2025Q4: 3,823 shares; 2026Q1: not reported; 2026Q2: 3,375 shares 3,375 $81.9K 0.02% 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: 1,663 shares; 2025Q1: 255 shares; 2025Q2: 200 shares; 2025Q3: not reported; 2025Q4: 1,200 shares; 2026Q1: not reported; 2026Q2: 2,008 shares 2,008 $81.9K 0.02% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: not reported; 2025Q2: 19 shares; 2025Q3: 2 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,138 shares 1,138 $81.8K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 66 shares; 2026Q1: not reported; 2026Q2: 343 shares 343 $81.4K 0.02% new Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4,600 shares; 2025Q1: 4,600 shares; 2025Q2: 4,070 shares; 2025Q3: 124 shares; 2025Q4: 4,558 shares; 2026Q1: not reported; 2026Q2: 4,051 shares 4,051 $81.3K 0.02% new Timeline SNDX SYNDAX PHARMACEUTICALS INC More: the full row for SYNDAX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 6,427 shares; 2025Q1: 6,427 shares; 2025Q2: 6,427 shares; 2025Q3: 6,441 shares; 2025Q4: 4,663 shares; 2026Q1: not reported; 2026Q2: 3,709 shares 3,709 $81.1K 0.02% new 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: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 37 shares; 2025Q4: 96 shares; 2026Q1: not reported; 2026Q2: 126 shares 126 $80.7K 0.02% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 3,852 shares; 2025Q2: 3,852 shares; 2025Q3: 2,918 shares; 2025Q4: 2,918 shares; 2026Q1: not reported; 2026Q2: 2,918 shares 2,918 $80.5K 0.02% new Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,643 shares; 2025Q1: 1,927 shares; 2025Q2: 2,002 shares; 2025Q3: 2,007 shares; 2025Q4: 2,060 shares; 2026Q1: not reported; 2026Q2: 2,967 shares 2,967 $80.3K 0.02% new 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: 358 shares 358 $80.2K 0.02% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 4 shares; 2025Q2: 2 shares; 2025Q3: 12 shares; 2025Q4: 49 shares; 2026Q1: not reported; 2026Q2: 80 shares 80 $78.2K 0.02% new 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: 10 shares; 2025Q1: 10 shares; 2025Q2: 14 shares; 2025Q3: 60 shares; 2025Q4: 205 shares; 2026Q1: not reported; 2026Q2: 644 shares 644 $78.1K 0.02% new 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: 353 shares 353 $78K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 216 shares; 2025Q2: 225 shares; 2025Q3: 171 shares; 2025Q4: 243 shares; 2026Q1: not reported; 2026Q2: 279 shares 279 $76.9K 0.02% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 287 shares; 2025Q1: 279 shares; 2025Q2: 198 shares; 2025Q3: 12 shares; 2025Q4: 225 shares; 2026Q1: not reported; 2026Q2: 470 shares 470 $76.1K 0.02% new 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: 2,123 shares; 2025Q1: 3,007 shares; 2025Q2: 1,306 shares; 2025Q3: 1,383 shares; 2025Q4: 1,492 shares; 2026Q1: not reported; 2026Q2: 1,514 shares 1,514 $76.1K 0.02% new Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,002 shares; 2025Q3: 80 shares; 2025Q4: 1,332 shares; 2026Q1: not reported; 2026Q2: 1,995 shares 1,995 $75.9K 0.02% new Timeline BKLN 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: 3,474 shares; 2025Q1: 3,480 shares; 2025Q2: 4,400 shares; 2025Q3: 2,647 shares; 2025Q4: 3,536 shares; 2026Q1: not reported; 2026Q2: 3,715 shares 3,715 $75.7K 0.02% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 53 shares; 2025Q1: 53 shares; 2025Q2: 60 shares; 2025Q3: 66 shares; 2025Q4: 70 shares; 2026Q1: not reported; 2026Q2: 150 shares 150 $75.2K 0.02% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 600 shares; 2025Q3: not reported; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 619 shares 619 $75.2K 0.02% new Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,129 shares; 2025Q1: 881 shares; 2025Q2: 1,211 shares; 2025Q3: 1,384 shares; 2025Q4: 1,797 shares; 2026Q1: not reported; 2026Q2: 2,795 shares 2,795 $75.1K 0.02% new Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW 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: 162 shares; 2026Q1: not reported; 2026Q2: 161 shares 161 $75K 0.02% new 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: 104 shares; 2025Q1: 93 shares; 2025Q2: 95 shares; 2025Q3: 98 shares; 2025Q4: 239 shares; 2026Q1: not reported; 2026Q2: 203 shares 203 $74.2K 0.02% new 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: 1,236 shares; 2025Q1: 1,164 shares; 2025Q2: 1,107 shares; 2025Q3: 97 shares; 2025Q4: 934 shares; 2026Q1: not reported; 2026Q2: 817 shares 817 $74.2K 0.02% new 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: 378 shares; 2025Q1: 390 shares; 2025Q2: 360 shares; 2025Q3: 301 shares; 2025Q4: 749 shares; 2026Q1: not reported; 2026Q2: 1,395 shares 1,395 $74.1K 0.02% new 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: 5,289 shares; 2025Q1: 6,813 shares; 2025Q2: 1,475 shares; 2025Q3: 963 shares; 2025Q4: 581 shares; 2026Q1: not reported; 2026Q2: 497 shares 497 $73.8K 0.02% 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: 13 shares; 2025Q1: 13 shares; 2025Q2: 24 shares; 2025Q3: 31 shares; 2025Q4: 35 shares; 2026Q1: not reported; 2026Q2: 37 shares 37 $73.6K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 3 shares; 2025Q2: not reported; 2025Q3: 30 shares; 2025Q4: 117 shares; 2026Q1: not reported; 2026Q2: 252 shares 252 $73.2K 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: not reported; 2026Q2: 1,429 shares 1,429 $73.2K 0.02% new Timeline ESGD 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: 635 shares; 2025Q1: 594 shares; 2025Q2: 707 shares; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: not reported; 2026Q2: 707 shares 707 $72.7K 0.02% new Timeline SCHZ 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: 1 shares; 2025Q1: 1 shares; 2025Q2: 3 shares; 2025Q3: 3,045 shares; 2025Q4: 3,087 shares; 2026Q1: not reported; 2026Q2: 3,141 shares 3,141 $72.6K 0.02% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 5 shares; 2025Q1: 4 shares; 2025Q2: 8 shares; 2025Q3: 13 shares; 2025Q4: 99 shares; 2026Q1: not reported; 2026Q2: 192 shares 192 $71.2K 0.02% new 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: 1,147 shares; 2025Q1: 1,090 shares; 2025Q2: 1,785 shares; 2025Q3: 1,500 shares; 2025Q4: 1,558 shares; 2026Q1: not reported; 2026Q2: 2,736 shares 2,736 $69.9K 0.02% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 12 shares; 2025Q1: 10 shares; 2025Q2: 10 shares; 2025Q3: 39 shares; 2025Q4: 64 shares; 2026Q1: not reported; 2026Q2: 579 shares 579 $69.5K 0.02% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24 shares; 2026Q1: not reported; 2026Q2: 598 shares 598 $69.4K 0.02% new Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 388 shares; 2025Q1: 447 shares; 2025Q2: 462 shares; 2025Q3: 476 shares; 2025Q4: 499 shares; 2026Q1: not reported; 2026Q2: 724 shares 724 $68.6K 0.02% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 26 shares; 2025Q1: 22 shares; 2025Q2: 10 shares; 2025Q3: 19 shares; 2025Q4: 71 shares; 2026Q1: not reported; 2026Q2: 132 shares 132 $68.5K 0.02% new Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 150 shares; 2025Q3: 150 shares; 2025Q4: 150 shares; 2026Q1: not reported; 2026Q2: 1,266 shares 1,266 $68.4K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 22 shares; 2025Q3: 29 shares; 2025Q4: 458 shares; 2026Q1: not reported; 2026Q2: 917 shares 917 $68.2K 0.02% new Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 191 shares; 2025Q1: 170 shares; 2025Q2: 176 shares; 2025Q3: 181 shares; 2025Q4: 185 shares; 2026Q1: not reported; 2026Q2: 497 shares 497 $68.1K 0.02% new 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: 418 shares; 2025Q1: 418 shares; 2025Q2: 305 shares; 2025Q3: 155 shares; 2025Q4: 330 shares; 2026Q1: not reported; 2026Q2: 227 shares 227 $67.9K 0.02% new Timeline PIEQ 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: 66 shares; 2025Q2: 401 shares; 2025Q3: not reported; 2025Q4: 2,627 shares; 2026Q1: not reported; 2026Q2: 1,891 shares 1,891 $67.9K 0.02% new Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 10,297 shares; 2025Q1: 8,084 shares; 2025Q2: 7,428 shares; 2025Q3: 6,493 shares; 2025Q4: 4,968 shares; 2026Q1: not reported; 2026Q2: 1,749 shares 1,749 $67.5K 0.02% new 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: 131 shares; 2025Q1: 355 shares; 2025Q2: 353 shares; 2025Q3: 611 shares; 2025Q4: 1,606 shares; 2026Q1: not reported; 2026Q2: 552 shares 552 $67.2K 0.02% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 9,702 shares; 2025Q1: 9,209 shares; 2025Q2: 9,627 shares; 2025Q3: 10,104 shares; 2025Q4: 9,898 shares; 2026Q1: not reported; 2026Q2: 832 shares 832 $66.9K 0.02% new Timeline HAS HASBRO INC More: the full row for HASBRO 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: 101 shares; 2025Q4: 267 shares; 2026Q1: not reported; 2026Q2: 810 shares 810 $66.9K 0.02% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2 shares; 2026Q1: not reported; 2026Q2: 201 shares 201 $66.7K 0.02% new Timeline HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 24,600 shares; 2025Q2: 24,600 shares; 2025Q3: 18,300 shares; 2025Q4: 18,300 shares; 2026Q1: 18,300 shares; 2026Q2: 18,300 shares 18,300 $66.6K 0.02% 0 Timeline QQQI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 633 shares; 2025Q1: 440 shares; 2025Q2: 340 shares; 2025Q3: not reported; 2025Q4: 312 shares; 2026Q1: not reported; 2026Q2: 1,167 shares 1,167 $66.3K 0.02% new 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: 302 shares; 2025Q1: 105 shares; 2025Q2: 105 shares; 2025Q3: 29 shares; 2025Q4: 135 shares; 2026Q1: not reported; 2026Q2: 259 shares 259 $66.2K 0.02% new Timeline DAX 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: 1,267 shares; 2025Q1: 1,239 shares; 2025Q2: 1,281 shares; 2025Q3: not reported; 2025Q4: 1,478 shares; 2026Q1: not reported; 2026Q2: 1,490 shares 1,490 $65.8K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 117 shares; 2025Q2: 117 shares; 2025Q3: not reported; 2025Q4: 117 shares; 2026Q1: not reported; 2026Q2: 625 shares 625 $64.9K 0.02% new 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; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: 5 shares; 2025Q2: 18 shares; 2025Q3: 26 shares; 2025Q4: 43 shares; 2026Q1: not reported; 2026Q2: 340 shares 340 $64.8K 0.02% new Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 2 shares; 2025Q1: 202 shares; 2025Q2: 80 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,400 shares 1,400 $64.8K 0.02% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 8 shares; 2025Q4: 33 shares; 2026Q1: not reported; 2026Q2: 166 shares 166 $64.7K 0.02% new 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: 498 shares; 2025Q1: 469 shares; 2025Q2: 737 shares; 2025Q3: 489 shares; 2025Q4: 669 shares; 2026Q1: not reported; 2026Q2: 620 shares 620 $64.5K 0.02% new Timeline IGLB 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: 378 shares; 2025Q3: 1,148 shares; 2025Q4: 1,259 shares; 2026Q1: not reported; 2026Q2: 1,280 shares 1,280 $64.1K 0.02% new Timeline DJIA 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: not reported; 2026Q2: 2,880 shares 2,880 $63.8K 0.02% new Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,990 shares; 2025Q1: 1,513 shares; 2025Q2: 1,532 shares; 2025Q3: not reported; 2025Q4: 1,581 shares; 2026Q1: not reported; 2026Q2: 1,614 shares 1,614 $63.7K 0.02% new Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 524 shares; 2025Q1: 406 shares; 2025Q2: 559 shares; 2025Q3: 724 shares; 2025Q4: 971 shares; 2026Q1: not reported; 2026Q2: 1,284 shares 1,284 $63.6K 0.02% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 17 shares; 2025Q3: 37 shares; 2025Q4: 187 shares; 2026Q1: not reported; 2026Q2: 412 shares 412 $63.5K 0.02% new 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: 279 shares; 2025Q1: 520 shares; 2025Q2: 990 shares; 2025Q3: 639 shares; 2025Q4: 1,045 shares; 2026Q1: not reported; 2026Q2: 920 shares 920 $63.4K 0.02% new Timeline BMAR 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: 1,100 shares; 2025Q1: 1,100 shares; 2025Q2: 1,100 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $63.4K 0.02% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 433 shares; 2025Q1: 441 shares; 2025Q2: 340 shares; 2025Q3: 19 shares; 2025Q4: 412 shares; 2026Q1: not reported; 2026Q2: 467 shares 467 $63.3K 0.02% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 549 shares; 2025Q1: 549 shares; 2025Q2: 365 shares; 2025Q3: 174 shares; 2025Q4: 341 shares; 2026Q1: not reported; 2026Q2: 276 shares 276 $63.2K 0.02% new Timeline QEFA 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: 905 shares; 2025Q1: 905 shares; 2025Q2: 905 shares; 2025Q3: 905 shares; 2025Q4: 905 shares; 2026Q1: not reported; 2026Q2: 654 shares 654 $62.8K 0.02% new Timeline URA 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: 1,326 shares; 2025Q1: 1,288 shares; 2025Q2: 1,588 shares; 2025Q3: not reported; 2025Q4: 1,568 shares; 2026Q1: not reported; 2026Q2: 1,433 shares 1,433 $62.6K 0.02% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 386 shares; 2025Q1: 354 shares; 2025Q2: 204 shares; 2025Q3: 2 shares; 2025Q4: 204 shares; 2026Q1: not reported; 2026Q2: 232 shares 232 $62.6K 0.02% new Timeline SDIV 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: 1,000 shares; 2025Q3: not reported; 2025Q4: 4,009 shares; 2026Q1: not reported; 2026Q2: 2,555 shares 2,555 $62.4K 0.02% new 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: 474 shares; 2025Q2: 457 shares; 2025Q3: 558 shares; 2025Q4: 553 shares; 2026Q1: not reported; 2026Q2: 614 shares 614 $61.5K 0.02% new Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 90 shares; 2025Q1: 908 shares; 2025Q2: 868 shares; 2025Q3: 1,004 shares; 2025Q4: 1,232 shares; 2026Q1: not reported; 2026Q2: 910 shares 910 $61.5K 0.02% new 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: 2 shares; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 27 shares 27 $61.4K 0.02% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 131 shares; 2025Q1: 103 shares; 2025Q2: 109 shares; 2025Q3: 6 shares; 2025Q4: 107 shares; 2026Q1: not reported; 2026Q2: 107 shares 107 $61.3K 0.02% new Timeline TIGO MILLICOM INTL CELLULAR S A More: the full row for MILLICOM INTL CELLULAR S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 465 shares; 2025Q1: 375 shares; 2025Q2: 452 shares; 2025Q3: 446 shares; 2025Q4: 539 shares; 2026Q1: not reported; 2026Q2: 668 shares 668 $60.6K 0.02% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 820 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 96 shares; 2025Q4: 326 shares; 2026Q1: not reported; 2026Q2: 524 shares 524 $60.3K 0.02% new 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: 6,465 shares; 2025Q1: 4,115 shares; 2025Q2: 4,115 shares; 2025Q3: not reported; 2025Q4: 6,100 shares; 2026Q1: not reported; 2026Q2: 4,990 shares 4,990 $59.3K 0.02% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 1,325 shares 1,325 $58.9K 0.02% new 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: 329 shares; 2025Q1: 132 shares; 2025Q2: 232 shares; 2025Q3: 102 shares; 2025Q4: 210 shares; 2026Q1: not reported; 2026Q2: 272 shares 272 $58.9K 0.02% new Timeline YLD 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: 2,147 shares; 2025Q1: 2,632 shares; 2025Q2: 2,929 shares; 2025Q3: 1,862 shares; 2025Q4: 3,037 shares; 2026Q1: not reported; 2026Q2: 3,059 shares 3,059 $58.4K 0.02% new 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: 102 shares; 2025Q1: 122 shares; 2025Q2: 120 shares; 2025Q3: 110 shares; 2025Q4: 123 shares; 2026Q1: not reported; 2026Q2: 77 shares 77 $58.2K 0.02% new 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: 2,138 shares; 2025Q1: 2,138 shares; 2025Q2: 2,138 shares; 2025Q3: not reported; 2025Q4: 1,100 shares; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $58K 0.02% new Timeline HYG 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: 107 shares; 2025Q1: 107 shares; 2025Q2: 354 shares; 2025Q3: 421 shares; 2025Q4: 1,124 shares; 2026Q1: not reported; 2026Q2: 724 shares 724 $57.9K 0.02% new 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: 750 shares; 2025Q1: 750 shares; 2025Q2: 750 shares; 2025Q3: 750 shares; 2025Q4: 750 shares; 2026Q1: not reported; 2026Q2: 750 shares 750 $57.8K 0.02% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 563 shares; 2025Q1: 691 shares; 2025Q2: 697 shares; 2025Q3: 645 shares; 2025Q4: 681 shares; 2026Q1: not reported; 2026Q2: 957 shares 957 $57.8K 0.02% new Timeline FLCB 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: 2,699 shares 2,699 $57.8K 0.02% new 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; 2024Q3: restricted; 2024Q4: 330 shares; 2025Q1: 330 shares; 2025Q2: 330 shares; 2025Q3: not reported; 2025Q4: 265 shares; 2026Q1: not reported; 2026Q2: 671 shares 671 $57.4K 0.02% new Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,089 shares; 2025Q1: 1,086 shares; 2025Q2: 1,323 shares; 2025Q3: 287 shares; 2025Q4: 834 shares; 2026Q1: not reported; 2026Q2: 782 shares 782 $57.4K 0.02% new Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 22 shares; 2025Q4: 149 shares; 2026Q1: not reported; 2026Q2: 332 shares 332 $57.2K 0.02% new Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: not reported; 2025Q4: 1,500 shares; 2026Q1: not reported; 2026Q2: 1,500 shares 1,500 $56.6K 0.02% new Timeline DIVI 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: 1,316 shares; 2025Q1: 1,316 shares; 2025Q2: 1,316 shares; 2025Q3: 1,316 shares; 2025Q4: 1,316 shares; 2026Q1: not reported; 2026Q2: 1,316 shares 1,316 $56.2K 0.02% new 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: 495 shares; 2026Q1: not reported; 2026Q2: 932 shares 932 $56.2K 0.02% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 54 shares; 2025Q3: 92 shares; 2025Q4: 93 shares; 2026Q1: not reported; 2026Q2: 1,767 shares 1,767 $56K 0.01% new 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; 2024Q3: restricted; 2024Q4: 1,400 shares; 2025Q1: 1,509 shares; 2025Q2: 1,944 shares; 2025Q3: 2,356 shares; 2025Q4: 2,429 shares; 2026Q1: not reported; 2026Q2: 2,110 shares 2,110 $55.9K 0.01% new Timeline EVTR MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,100 shares 1,100 $55.8K 0.01% new 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: 28 shares; 2025Q1: not reported; 2025Q2: 8 shares; 2025Q3: 17 shares; 2025Q4: 64 shares; 2026Q1: not reported; 2026Q2: 162 shares 162 $55.8K 0.01% 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: 2,030 shares; 2025Q1: 2,460 shares; 2025Q2: 2,517 shares; 2025Q3: 2,816 shares; 2025Q4: 1,630 shares; 2026Q1: 1,945 shares; 2026Q2: 254 shares 254 $55.7K 0.01% -1,691 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 303 shares; 2025Q1: 236 shares; 2025Q2: 323 shares; 2025Q3: 364 shares; 2025Q4: 469 shares; 2026Q1: not reported; 2026Q2: 586 shares 586 $55.7K 0.01% new Timeline FLOT 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: 209 shares; 2025Q1: 209 shares; 2025Q2: 209 shares; 2025Q3: not reported; 2025Q4: 129 shares; 2026Q1: not reported; 2026Q2: 1,089 shares 1,089 $55.6K 0.01% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL 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: 32 shares; 2026Q1: not reported; 2026Q2: 727 shares 727 $55.2K 0.01% new Timeline EWY 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: 87 shares; 2025Q1: 144 shares; 2025Q2: 213 shares; 2025Q3: 124 shares; 2025Q4: 148 shares; 2026Q1: not reported; 2026Q2: 273 shares 273 $55.1K 0.01% new 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: 266 shares; 2025Q1: 275 shares; 2025Q2: 412 shares; 2025Q3: 304 shares; 2025Q4: 329 shares; 2026Q1: not reported; 2026Q2: 335 shares 335 $55K 0.01% new Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 117 shares; 2025Q1: 140 shares; 2025Q2: 143 shares; 2025Q3: 161 shares; 2025Q4: 156 shares; 2026Q1: not reported; 2026Q2: 186 shares 186 $54.6K 0.01% new Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM 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: 20 shares; 2026Q1: not reported; 2026Q2: 180 shares 180 $54.5K 0.01% new 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; 2024Q3: restricted; 2024Q4: 158 shares; 2025Q1: 188 shares; 2025Q2: 196 shares; 2025Q3: 200 shares; 2025Q4: 204 shares; 2026Q1: not reported; 2026Q2: 240 shares 240 $54.4K 0.01% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2 shares; 2025Q3: not reported; 2025Q4: 155 shares; 2026Q1: not reported; 2026Q2: 385 shares 385 $54.1K 0.01% new 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 741 shares; 2026Q1: not reported; 2026Q2: 328 shares 328 $53.7K 0.01% new Timeline PIZ 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 950 shares 950 $53.1K 0.01% new Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 137 shares; 2025Q1: 156 shares; 2025Q2: 163 shares; 2025Q3: 169 shares; 2025Q4: 169 shares; 2026Q1: not reported; 2026Q2: 201 shares 201 $52.9K 0.01% new 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: 183 shares; 2025Q1: 184 shares; 2025Q2: 185 shares; 2025Q3: not reported; 2025Q4: 1,456 shares; 2026Q1: not reported; 2026Q2: 1,167 shares 1,167 $52.9K 0.01% 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: 31 shares; 2025Q1: 31 shares; 2025Q2: 25 shares; 2025Q3: 12 shares; 2025Q4: 55 shares; 2026Q1: not reported; 2026Q2: 104 shares 104 $52.8K 0.01% new Timeline QLD 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: 496 shares; 2025Q1: 392 shares; 2025Q2: 348 shares; 2025Q3: not reported; 2025Q4: 697 shares; 2026Q1: not reported; 2026Q2: 543 shares 543 $52.6K 0.01% new Timeline MINO PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 300 shares; 2025Q2: 300 shares; 2025Q3: not reported; 2025Q4: 300 shares; 2026Q1: not reported; 2026Q2: 1,143 shares 1,143 $52.3K 0.01% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 18 shares; 2025Q1: 18 shares; 2025Q2: 16 shares; 2025Q3: not reported; 2025Q4: 260 shares; 2026Q1: not reported; 2026Q2: 746 shares 746 $52.3K 0.01% new Timeline VWOB 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: 563 shares; 2025Q1: 577 shares; 2025Q2: 970 shares; 2025Q3: 641 shares; 2025Q4: 642 shares; 2026Q1: not reported; 2026Q2: 773 shares 773 $52K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 4 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 33 shares; 2025Q4: 248 shares; 2026Q1: not reported; 2026Q2: 535 shares 535 $51.4K 0.01% new Timeline FLBL 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: 2,242 shares 2,242 $51.4K 0.01% new Timeline IJS 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: 667 shares; 2025Q1: 668 shares; 2025Q2: 724 shares; 2025Q3: 10 shares; 2025Q4: 519 shares; 2026Q1: not reported; 2026Q2: 374 shares 374 $51.1K 0.01% new Timeline EMB 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: 523 shares; 2025Q1: 1,018 shares; 2025Q2: 1,372 shares; 2025Q3: 997 shares; 2025Q4: 2,016 shares; 2026Q1: not reported; 2026Q2: 530 shares 530 $51.1K 0.01% new Timeline DAPR 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: 1,250 shares 1,250 $51.1K 0.01% new Timeline USIG 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: 196 shares; 2025Q1: 196 shares; 2025Q2: 244 shares; 2025Q3: 260 shares; 2025Q4: 1,253 shares; 2026Q1: not reported; 2026Q2: 993 shares 993 $50.9K 0.01% new Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 182 shares; 2025Q1: 207 shares; 2025Q2: 212 shares; 2025Q3: 214 shares; 2025Q4: 224 shares; 2026Q1: not reported; 2026Q2: 202 shares 202 $50.8K 0.01% new Timeline PPC PILGRIMS PRIDE CORP More: the full row for PILGRIMS PRIDE 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: 42 shares; 2026Q1: not reported; 2026Q2: 1,800 shares 1,800 $50.6K 0.01% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: restricted; 2024Q4: 154 shares; 2025Q1: 153 shares; 2025Q2: 153 shares; 2025Q3: 25 shares; 2025Q4: 172 shares; 2026Q1: not reported; 2026Q2: 205 shares 205 $50.5K 0.01% new Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE 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: 1 shares; 2026Q1: not reported; 2026Q2: 941 shares 941 $50.2K 0.01% new 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; 2024Q3: restricted; 2024Q4: 764 shares; 2025Q1: 764 shares; 2025Q2: 501 shares; 2025Q3: 185 shares; 2025Q4: 439 shares; 2026Q1: not reported; 2026Q2: 334 shares 334 $50.1K 0.01% new Timeline