SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 122,330 shares; 2024Q4: 122,822 shares; 2025Q1: 123,053 shares; 2025Q2: 119,319 shares; 2025Q3: 119,804 shares; 2025Q4: 118,682 shares; 2026Q1: 118,468 shares 118,468 $77M 8.76% -214 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,054 shares; 2024Q4: 150,581 shares; 2025Q1: 147,603 shares; 2025Q2: 147,458 shares; 2025Q3: 146,073 shares; 2025Q4: 42,891 shares; 2026Q1: 141,645 shares 141,645 $60.4M 6.86% +98,754 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,366 shares; 2024Q4: 157,616 shares; 2025Q1: 161,627 shares; 2025Q2: 165,038 shares; 2025Q3: 165,220 shares; 2025Q4: 168,053 shares; 2026Q1: 168,631 shares 168,631 $32.3M 3.68% +578 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 159,351 shares; 2024Q4: 157,409 shares; 2025Q1: 155,072 shares; 2025Q2: 150,712 shares; 2025Q3: 149,949 shares; 2025Q4: 145,080 shares; 2026Q1: 141,847 shares 141,847 $30.5M 3.47% -3,233 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,444 shares; 2024Q4: 83,535 shares; 2025Q1: 83,647 shares; 2025Q2: 81,834 shares; 2025Q3: 104,488 shares; 2025Q4: 90,206 shares; 2026Q1: 93,753 shares 93,753 $30.1M 3.42% +3,547 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,662 shares; 2024Q4: 130,961 shares; 2025Q1: 128,454 shares; 2025Q2: 126,597 shares; 2025Q3: 128,245 shares; 2025Q4: 126,242 shares; 2026Q1: 126,075 shares 126,075 $26.9M 3.06% -167 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,351 shares; 2024Q4: 96,478 shares; 2025Q1: 107,089 shares; 2025Q2: 112,525 shares; 2025Q3: 114,405 shares; 2025Q4: 118,726 shares; 2026Q1: 121,041 shares 121,041 $23.2M 2.64% +2,315 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 272,044 shares; 2024Q4: 275,295 shares; 2025Q1: 284,589 shares; 2025Q2: 291,354 shares; 2025Q3: 303,723 shares; 2025Q4: 305,399 shares; 2026Q1: 309,322 shares 309,322 $21.7M 2.47% +3,923 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255,527 shares; 2024Q4: 253,074 shares; 2025Q1: 248,400 shares; 2025Q2: 248,410 shares; 2025Q3: 246,179 shares; 2025Q4: 242,057 shares; 2026Q1: 233,687 shares 233,687 $21.7M 2.46% -8,370 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 232,867 shares; 2024Q4: 233,418 shares; 2025Q1: 224,967 shares; 2025Q2: 215,979 shares; 2025Q3: 215,172 shares; 2025Q4: 212,003 shares; 2026Q1: 212,590 shares 212,590 $21.4M 2.43% +587 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 151,652 shares; 2024Q4: 150,512 shares; 2025Q1: 145,941 shares; 2025Q2: 146,498 shares; 2025Q3: 146,482 shares; 2025Q4: 145,641 shares; 2026Q1: 145,591 shares 145,591 $21.2M 2.41% -50 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,395 shares; 2024Q4: 30,102 shares; 2025Q1: 31,314 shares; 2025Q2: 32,059 shares; 2025Q3: 32,556 shares; 2025Q4: 33,180 shares; 2026Q1: 35,003 shares 35,003 $20.2M 2.3% +1,823 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,185 shares; 2024Q4: 154,450 shares; 2025Q1: 155,130 shares; 2025Q2: 154,835 shares; 2025Q3: 156,068 shares; 2025Q4: 155,942 shares; 2026Q1: 156,640 shares 156,640 $17.7M 2.01% +698 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123,380 shares; 2024Q4: 123,163 shares; 2025Q1: 120,367 shares; 2025Q2: 113,178 shares; 2025Q3: 113,040 shares; 2025Q4: 112,512 shares; 2026Q1: 110,627 shares 110,627 $14.7M 1.67% -1,885 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,198 shares; 2024Q4: 49,387 shares; 2025Q1: 48,947 shares; 2025Q2: 49,061 shares; 2025Q3: 49,605 shares; 2025Q4: 44,428 shares; 2026Q1: 44,747 shares 44,747 $13.4M 1.52% +319 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,144 shares; 2024Q4: 31,161 shares; 2025Q1: 30,278 shares; 2025Q2: 30,200 shares; 2025Q3: 30,291 shares; 2025Q4: 28,761 shares; 2026Q1: 28,353 shares 28,353 $12.4M 1.41% -408 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,063,575 shares; 2024Q4: 835,337 shares; 2025Q1: 835,360 shares; 2025Q2: 835,343 shares; 2025Q3: 835,343 shares; 2025Q4: 26 shares; 2026Q1: 443,133 shares 443,133 $11.7M 1.33% +443,107 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96,681 shares; 2024Q4: 96,585 shares; 2025Q1: 96,012 shares; 2025Q2: 94,655 shares; 2025Q3: 94,993 shares; 2025Q4: 93,596 shares; 2026Q1: 93,406 shares 93,406 $11.7M 1.33% -190 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,436 shares; 2024Q4: 190,932 shares; 2025Q1: 188,388 shares; 2025Q2: 193,776 shares; 2025Q3: 184,895 shares; 2025Q4: 172,686 shares; 2026Q1: 156,789 shares 156,789 $11.5M 1.3% -15,897 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 90,251 shares; 2024Q4: 86,772 shares; 2025Q1: 90,867 shares; 2025Q2: 99,776 shares; 2025Q3: 178,730 shares; 2025Q4: 107,504 shares; 2026Q1: 120,215 shares 120,215 $11M 1.25% +12,711 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,791 shares; 2024Q4: 72,412 shares; 2025Q1: 69,817 shares; 2025Q2: 69,288 shares; 2025Q3: 68,886 shares; 2025Q4: 68,488 shares; 2026Q1: 68,159 shares 68,159 $9.86M 1.12% -329 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,704 shares; 2024Q4: 39,837 shares; 2025Q1: 40,528 shares; 2025Q2: 36,619 shares; 2025Q3: 39,381 shares; 2025Q4: 37,088 shares; 2026Q1: 36,815 shares 36,815 $9.34M 1.06% -273 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,454 shares; 2024Q4: 40,300 shares; 2025Q1: 41,283 shares; 2025Q2: 41,459 shares; 2025Q3: 42,307 shares; 2025Q4: 7,069 shares; 2026Q1: 43,998 shares 43,998 $9.29M 1.06% +36,929 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76,508 shares; 2024Q4: 75,816 shares; 2025Q1: 73,160 shares; 2025Q2: 72,086 shares; 2025Q3: 72,072 shares; 2025Q4: 71,484 shares; 2026Q1: 71,342 shares 71,342 $8.45M 0.96% -142 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 213,456 shares 213,456 $8.2M 0.93% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,562 shares; 2024Q4: 26,611 shares; 2025Q1: 26,208 shares; 2025Q2: 25,384 shares; 2025Q3: 25,341 shares; 2025Q4: 25,217 shares; 2026Q1: 25,219 shares 25,219 $8.02M 0.91% +2 Timeline AKRE PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 149,532 shares; 2026Q1: 124,921 shares 124,921 $6.6M 0.75% -24,611 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,524 shares; 2024Q4: 17,681 shares; 2025Q1: 16,955 shares; 2025Q2: 17,573 shares; 2025Q3: 18,677 shares; 2025Q4: 17,688 shares; 2026Q1: 16,774 shares 16,774 $6.21M 0.71% -914 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,640 shares; 2024Q4: 39,640 shares; 2025Q1: 39,969 shares; 2025Q2: 39,634 shares; 2025Q3: 42,200 shares; 2025Q4: 45,653 shares; 2026Q1: 65,912 shares 65,912 $6.17M 0.7% +20,259 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,962 shares; 2024Q4: 51,842 shares; 2025Q1: 50,915 shares; 2025Q2: 50,415 shares; 2025Q3: 50,223 shares; 2025Q4: 50,106 shares; 2026Q1: 50,458 shares 50,458 $6.1M 0.69% +352 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,403 shares; 2024Q4: 31,801 shares; 2025Q1: 31,305 shares; 2025Q2: 31,510 shares; 2025Q3: 30,555 shares; 2025Q4: 30,586 shares; 2026Q1: 30,729 shares 30,729 $6.03M 0.69% +143 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,440 shares; 2024Q4: 35,324 shares; 2025Q1: 34,669 shares; 2025Q2: 36,310 shares; 2025Q3: 36,935 shares; 2025Q4: 38,648 shares; 2026Q1: 42,070 shares 42,070 $5.71M 0.65% +3,422 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,132 shares; 2024Q4: 36,925 shares; 2025Q1: 37,670 shares; 2025Q2: 39,218 shares; 2025Q3: 40,148 shares; 2025Q4: 39,254 shares; 2026Q1: 39,254 shares 39,254 $5.59M 0.64% 0 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 121,597 shares; 2024Q4: 125,990 shares; 2025Q1: 126,383 shares; 2025Q2: 114,659 shares; 2025Q3: 111,908 shares; 2025Q4: 110,193 shares; 2026Q1: 107,788 shares 107,788 $5.4M 0.61% -2,405 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,239 shares; 2024Q4: 47,198 shares; 2025Q1: 44,771 shares; 2025Q2: 44,915 shares; 2025Q3: 47,260 shares; 2025Q4: 48,773 shares; 2026Q1: 52,595 shares 52,595 $5.11M 0.58% +3,822 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,870 shares; 2024Q4: 55,886 shares; 2025Q1: 55,606 shares; 2025Q2: 55,152 shares; 2025Q3: 54,070 shares; 2025Q4: 53,591 shares; 2026Q1: 53,626 shares 53,626 $4.63M 0.53% +35 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,225 shares; 2024Q4: 17,365 shares; 2025Q1: 18,821 shares; 2025Q2: 18,288 shares; 2025Q3: 32,180 shares; 2025Q4: 30,573 shares; 2026Q1: 26,332 shares 26,332 $4.59M 0.52% -4,241 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; 2024Q2: restricted; 2024Q3: 16,224 shares; 2024Q4: 20,482 shares; 2025Q1: 22,865 shares; 2025Q2: 23,610 shares; 2025Q3: 26,133 shares; 2025Q4: 25,614 shares; 2026Q1: 26,267 shares 26,267 $4.35M 0.49% +653 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,606 shares; 2024Q4: 57,878 shares; 2025Q1: 57,878 shares; 2025Q2: 57,885 shares; 2025Q3: 56,373 shares; 2025Q4: 55,635 shares; 2026Q1: 56,346 shares 56,346 $3.78M 0.43% +711 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,739 shares; 2024Q4: 188,385 shares; 2025Q1: 188,400 shares; 2025Q2: 182,322 shares; 2025Q3: 179,779 shares; 2025Q4: 178,936 shares; 2026Q1: 170,189 shares 170,189 $3.65M 0.41% -8,747 Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,561 shares; 2024Q4: 28,164 shares; 2025Q1: 28,972 shares; 2025Q2: 28,829 shares; 2025Q3: 29,574 shares; 2025Q4: 42,599 shares; 2026Q1: 47,955 shares 47,955 $3.61M 0.41% +5,356 Timeline TCHP T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,263 shares; 2024Q4: 68,842 shares; 2025Q1: 73,252 shares; 2025Q2: 73,072 shares; 2025Q3: 74,605 shares; 2025Q4: 76,836 shares; 2026Q1: 80,001 shares 80,001 $3.53M 0.4% +3,165 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,082 shares; 2024Q4: 61,357 shares; 2025Q1: 54,705 shares; 2025Q2: 28,948 shares; 2025Q3: 28,958 shares; 2025Q4: 57,265 shares; 2026Q1: 57,281 shares 57,281 $3.51M 0.4% +16 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; 2024Q2: restricted; 2024Q3: 166 shares; 2024Q4: 166 shares; 2025Q1: 166 shares; 2025Q2: 164 shares; 2025Q3: 266 shares; 2025Q4: 249 shares; 2026Q1: 3,805 shares 3,805 $3.41M 0.39% +3,556 Timeline VFQY VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,758 shares; 2024Q4: 19,712 shares; 2025Q1: 20,341 shares; 2025Q2: 22,224 shares; 2025Q3: 22,251 shares; 2025Q4: 23,817 shares; 2026Q1: 22,054 shares 22,054 $3.29M 0.37% -1,763 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,521 shares; 2024Q4: 4,521 shares; 2025Q1: 2,891 shares; 2025Q2: 8,350 shares; 2025Q3: 10,984 shares; 2025Q4: 38,597 shares; 2026Q1: 30,460 shares 30,460 $3.05M 0.35% -8,137 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,038 shares; 2024Q4: 28,688 shares; 2025Q1: 29,450 shares; 2025Q2: 30,880 shares; 2025Q3: 32,151 shares; 2025Q4: 32,674 shares; 2026Q1: 33,558 shares 33,558 $3.04M 0.35% +884 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,795 shares; 2024Q4: 62,895 shares; 2025Q1: 59,628 shares; 2025Q2: 59,831 shares; 2025Q3: 61,246 shares; 2025Q4: 61,318 shares; 2026Q1: 69,976 shares 69,976 $3.02M 0.34% +8,658 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,388 shares; 2024Q4: 10,418 shares; 2025Q1: 10,490 shares; 2025Q2: 10,539 shares; 2025Q3: 10,539 shares; 2025Q4: 10,173 shares; 2026Q1: 10,173 shares 10,173 $2.99M 0.34% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,323 shares; 2024Q4: 2,266 shares; 2025Q1: 2,270 shares; 2025Q2: 2,826 shares; 2025Q3: 2,778 shares; 2025Q4: 17,490 shares; 2026Q1: 4,512 shares 4,512 $2.95M 0.33% -12,978 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,992 shares; 2024Q4: 12,273 shares; 2025Q1: 12,540 shares; 2025Q2: 12,223 shares; 2025Q3: 13,447 shares; 2025Q4: 13,447 shares; 2026Q1: 14,036 shares 14,036 $2.92M 0.33% +589 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,135 shares; 2024Q4: 37,021 shares; 2025Q1: 36,135 shares; 2025Q2: 33,817 shares; 2025Q3: 32,809 shares; 2025Q4: 29,718 shares; 2026Q1: 28,894 shares 28,894 $2.91M 0.33% -824 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,162 shares; 2024Q4: 23,685 shares; 2025Q1: 15,433 shares; 2025Q2: 15,202 shares; 2025Q3: 15,369 shares; 2025Q4: 15,697 shares; 2026Q1: 17,945 shares 17,945 $2.9M 0.33% +2,248 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,697 shares; 2024Q4: 40,575 shares; 2025Q1: 41,149 shares; 2025Q2: 39,174 shares; 2025Q3: 39,148 shares; 2025Q4: 38,889 shares; 2026Q1: 40,778 shares 40,778 $2.75M 0.31% +1,889 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,944 shares; 2024Q4: 3,950 shares; 2025Q1: 3,925 shares; 2025Q2: 3,970 shares; 2025Q3: 3,996 shares; 2025Q4: 4,012 shares; 2026Q1: 4,012 shares 4,012 $2.74M 0.31% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,215 shares; 2024Q4: 65,352 shares; 2025Q1: 60,502 shares; 2025Q2: 48,686 shares; 2025Q3: 53,377 shares; 2025Q4: 52,552 shares; 2026Q1: 53,609 shares 53,609 $2.65M 0.3% +1,057 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,699 shares; 2024Q4: 5,699 shares; 2025Q1: 5,699 shares; 2025Q2: 5,699 shares; 2025Q3: 5,699 shares; 2025Q4: 5,699 shares; 2026Q1: 5,699 shares 5,699 $2.64M 0.3% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,872 shares; 2024Q4: 8,980 shares; 2025Q1: 8,956 shares; 2025Q2: 8,879 shares; 2025Q3: 8,889 shares; 2025Q4: 9,045 shares; 2026Q1: 9,141 shares 9,141 $2.62M 0.3% +96 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,316 shares; 2024Q4: 28,573 shares; 2025Q1: 32,154 shares; 2025Q2: 31,484 shares; 2025Q3: 32,563 shares; 2025Q4: 31,320 shares; 2026Q1: 33,147 shares 33,147 $2.57M 0.29% +1,827 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,521 shares; 2024Q4: 10,249 shares; 2025Q1: 10,282 shares; 2025Q2: 10,303 shares; 2025Q3: 10,204 shares; 2025Q4: 10,124 shares; 2026Q1: 9,917 shares 9,917 $2.55M 0.29% -207 Timeline EQAL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,553 shares; 2024Q4: 41,957 shares; 2025Q1: 43,417 shares; 2025Q2: 45,537 shares; 2025Q3: 46,957 shares; 2025Q4: 48,534 shares; 2026Q1: 46,075 shares 46,075 $2.54M 0.29% -2,459 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 11,101 shares; 2025Q1: 18,921 shares; 2025Q2: 20,773 shares; 2025Q3: 32,091 shares; 2025Q4: 33,973 shares; 2026Q1: 33,882 shares 33,882 $2.5M 0.28% -91 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,355 shares; 2024Q4: 17,355 shares; 2025Q1: 17,355 shares; 2025Q2: 17,579 shares; 2025Q3: 17,884 shares; 2025Q4: 21,078 shares; 2026Q1: 24,219 shares 24,219 $2.31M 0.26% +3,141 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,651 shares; 2024Q4: 35,883 shares; 2025Q1: 36,599 shares; 2025Q2: 35,404 shares; 2025Q3: 37,336 shares; 2025Q4: 38,061 shares; 2026Q1: 45,237 shares 45,237 $2.3M 0.26% +7,176 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; 2024Q2: restricted; 2024Q3: 3,526 shares; 2024Q4: 4,195 shares; 2025Q1: 6,866 shares; 2025Q2: 16,445 shares; 2025Q3: 38,906 shares; 2025Q4: 44,556 shares; 2026Q1: 57,854 shares 57,854 $2.3M 0.26% +13,298 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,185 shares; 2024Q4: 22,025 shares; 2025Q1: 25,053 shares; 2025Q2: 25,418 shares; 2025Q3: 26,249 shares; 2025Q4: 26,449 shares; 2026Q1: 29,490 shares 29,490 $2.28M 0.26% +3,041 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 350 shares; 2024Q4: 2,115 shares; 2025Q1: 2,911 shares; 2025Q2: 4,611 shares; 2025Q3: 55,048 shares; 2025Q4: 74,981 shares; 2026Q1: 93,667 shares 93,667 $2.24M 0.26% +18,686 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,497 shares; 2024Q4: 27,339 shares; 2025Q1: 26,404 shares; 2025Q2: 17,078 shares; 2025Q3: 16,893 shares; 2025Q4: 20,874 shares; 2026Q1: 20,283 shares 20,283 $2.24M 0.25% -591 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,340 shares; 2024Q4: 23,332 shares; 2025Q1: 22,367 shares; 2025Q2: 22,193 shares; 2025Q3: 23,327 shares; 2025Q4: 24,934 shares; 2026Q1: 28,379 shares 28,379 $2.23M 0.25% +3,445 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,783 shares; 2024Q4: 6,866 shares; 2025Q1: 7,105 shares; 2025Q2: 7,081 shares; 2025Q3: 7,102 shares; 2025Q4: 7,172 shares; 2026Q1: 7,186 shares 7,186 $2.22M 0.25% +14 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,144 shares; 2025Q1: 8,679 shares; 2025Q2: 8,782 shares; 2025Q3: 9,086 shares; 2025Q4: 16,848 shares; 2026Q1: 16,663 shares 16,663 $2.21M 0.25% -185 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,560 shares; 2024Q4: 3,619 shares; 2025Q1: 3,653 shares; 2025Q2: 3,685 shares; 2025Q3: 3,674 shares; 2025Q4: 3,722 shares; 2026Q1: 3,842 shares 3,842 $2.2M 0.25% +120 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; 2024Q2: restricted; 2024Q3: 10,313 shares; 2024Q4: 17,773 shares; 2025Q1: 19,539 shares; 2025Q2: 20,467 shares; 2025Q3: 33,334 shares; 2025Q4: 582 shares; 2026Q1: 44,948 shares 44,948 $2.1M 0.24% +44,366 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,052 shares; 2024Q4: 17,160 shares; 2025Q1: 17,631 shares; 2025Q2: 17,194 shares; 2025Q3: 17,852 shares; 2025Q4: 16,467 shares; 2026Q1: 16,835 shares 16,835 $2.09M 0.24% +368 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,701 shares; 2024Q4: 36,729 shares; 2025Q1: 29,976 shares; 2025Q2: 27,692 shares; 2025Q3: 26,936 shares; 2025Q4: 25,991 shares; 2026Q1: 23,423 shares 23,423 $2.07M 0.24% -2,568 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,628 shares; 2024Q4: 20,059 shares; 2025Q1: 19,589 shares; 2025Q2: 19,281 shares; 2025Q3: 19,005 shares; 2025Q4: 19,074 shares; 2026Q1: 18,548 shares 18,548 $1.84M 0.21% -526 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,508 shares; 2024Q4: 80,840 shares; 2025Q1: 80,840 shares; 2025Q2: 75,868 shares; 2025Q3: 76,525 shares; 2025Q4: 73,832 shares; 2026Q1: 73,832 shares 73,832 $1.83M 0.21% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,327 shares; 2024Q4: 20,721 shares; 2025Q1: 19,928 shares; 2025Q2: 21,558 shares; 2025Q3: 21,750 shares; 2025Q4: 26,799 shares; 2026Q1: 28,352 shares 28,352 $1.82M 0.21% +1,553 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,310 shares; 2024Q4: 18,311 shares; 2025Q1: 14,157 shares; 2025Q2: 8,280 shares; 2025Q3: 8,280 shares; 2025Q4: 8,280 shares; 2026Q1: 8,280 shares 8,280 $1.81M 0.21% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,498 shares; 2024Q4: 28,293 shares; 2025Q1: 24,111 shares; 2025Q2: 21,571 shares; 2025Q3: 23,307 shares; 2025Q4: 23,341 shares; 2026Q1: 22,752 shares 22,752 $1.71M 0.19% -589 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,422 shares; 2024Q4: 33,900 shares; 2025Q1: 33,803 shares; 2025Q2: 33,816 shares; 2025Q3: 32,152 shares; 2025Q4: 11,342 shares; 2026Q1: 32,012 shares 32,012 $1.68M 0.19% +20,670 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,880 shares; 2026Q1: 30,479 shares 30,479 $1.66M 0.19% +10,599 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,007 shares; 2024Q4: 66,021 shares; 2025Q1: 66,021 shares; 2025Q2: 66,021 shares; 2025Q3: 63,684 shares; 2025Q4: 63,570 shares; 2026Q1: 63,570 shares 63,570 $1.63M 0.19% 0 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; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,507 shares; 2025Q2: 1,706 shares; 2025Q3: 6,536 shares; 2025Q4: 8,808 shares; 2026Q1: 12,240 shares 12,240 $1.63M 0.19% +3,432 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,329 shares; 2024Q4: 1,343 shares; 2025Q1: 1,347 shares; 2025Q2: 1,334 shares; 2025Q3: 1,646 shares; 2025Q4: 1,630 shares; 2026Q1: 1,609 shares 1,609 $1.6M 0.18% -21 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,722 shares; 2024Q4: 26,241 shares; 2025Q1: 28,551 shares; 2025Q2: 29,715 shares; 2025Q3: 30,177 shares; 2025Q4: 30,212 shares; 2026Q1: 30,245 shares 30,245 $1.59M 0.18% +33 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,078 shares; 2024Q4: 4,078 shares; 2025Q1: 4,078 shares; 2025Q2: 4,078 shares; 2025Q3: 4,078 shares; 2025Q4: 8,631 shares; 2026Q1: 17,831 shares 17,831 $1.57M 0.18% +9,200 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,578 shares; 2024Q4: 10,734 shares; 2025Q1: 10,734 shares; 2025Q2: 12,634 shares; 2025Q3: 16,815 shares; 2025Q4: 27,654 shares; 2026Q1: 50,819 shares 50,819 $1.56M 0.18% +23,165 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,100 shares; 2025Q3: 3,151 shares; 2025Q4: 3,288 shares; 2026Q1: 3,537 shares 3,537 $1.52M 0.17% +249 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; 2024Q2: restricted; 2024Q3: 12,033 shares; 2024Q4: 12,166 shares; 2025Q1: 12,420 shares; 2025Q2: 14,261 shares; 2025Q3: 15,086 shares; 2025Q4: 31,276 shares; 2026Q1: 31,517 shares 31,517 $1.45M 0.16% +241 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,614 shares; 2025Q1: 4,485 shares; 2025Q2: 4,806 shares; 2025Q3: 4,793 shares; 2025Q4: 4,849 shares; 2026Q1: 5,006 shares 5,006 $1.44M 0.16% +157 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,244 shares; 2024Q4: 14,244 shares; 2025Q1: 14,244 shares; 2025Q2: 14,249 shares; 2025Q3: 14,249 shares; 2025Q4: 14,272 shares; 2026Q1: 14,272 shares 14,272 $1.43M 0.16% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,332 shares; 2024Q4: 21,332 shares; 2025Q1: 21,332 shares; 2025Q2: 21,384 shares; 2025Q3: 21,085 shares; 2025Q4: 20,950 shares; 2026Q1: 20,867 shares 20,867 $1.4M 0.16% -83 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,280 shares; 2024Q4: 14,887 shares; 2025Q1: 13,926 shares; 2025Q2: 14,426 shares; 2025Q3: 14,511 shares; 2025Q4: 14,859 shares; 2026Q1: 15,236 shares 15,236 $1.39M 0.16% +377 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,948 shares; 2024Q4: 19,718 shares; 2025Q1: 19,953 shares; 2025Q2: 21,998 shares; 2025Q3: 23,107 shares; 2025Q4: 2,600 shares; 2026Q1: 29,610 shares 29,610 $1.37M 0.16% +27,010 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,256 shares; 2024Q4: 6,387 shares; 2025Q1: 6,852 shares; 2025Q2: 8,481 shares; 2025Q3: 8,778 shares; 2025Q4: 8,901 shares; 2026Q1: 7,987 shares 7,987 $1.35M 0.15% -914 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; 2024Q2: restricted; 2024Q3: 14,705 shares; 2024Q4: 14,705 shares; 2025Q1: 14,536 shares; 2025Q2: 14,406 shares; 2025Q3: 14,406 shares; 2025Q4: 14,506 shares; 2026Q1: 14,406 shares 14,406 $1.34M 0.15% -100 Timeline TPYP TORTOISE CAPITAL SERIES TRUS More: the full row for TORTOISE CAPITAL SERIES TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,755 shares; 2025Q3: 32,755 shares; 2025Q4: 31,602 shares; 2026Q1: 31,602 shares 31,602 $1.34M 0.15% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,903 shares; 2024Q4: 8,903 shares; 2025Q1: 8,903 shares; 2025Q2: 8,863 shares; 2025Q3: 9,044 shares; 2025Q4: 9,044 shares; 2026Q1: 8,759 shares 8,759 $1.33M 0.15% -285 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,941 shares; 2024Q4: 7,373 shares; 2025Q1: 7,353 shares; 2025Q2: 7,490 shares; 2025Q3: 7,492 shares; 2025Q4: 7,394 shares; 2026Q1: 7,189 shares 7,189 $1.32M 0.15% -205 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,889 shares; 2024Q4: 2,894 shares; 2025Q1: 2,907 shares; 2025Q2: 2,748 shares; 2025Q3: 4,698 shares; 2025Q4: 4,049 shares; 2026Q1: 3,993 shares 3,993 $1.31M 0.15% -56 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,693 shares; 2024Q4: 26,350 shares; 2025Q1: 26,386 shares; 2025Q2: 26,647 shares; 2025Q3: 27,824 shares; 2025Q4: 27,824 shares; 2026Q1: 28,041 shares 28,041 $1.25M 0.14% +217 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; 2024Q2: restricted; 2024Q3: 12,156 shares; 2024Q4: 12,156 shares; 2025Q1: 12,156 shares; 2025Q2: 12,263 shares; 2025Q3: 12,156 shares; 2025Q4: 12,159 shares; 2026Q1: 15,934 shares 15,934 $1.22M 0.14% +3,775 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,336 shares; 2024Q4: 2,368 shares; 2025Q1: 2,379 shares; 2025Q2: 2,390 shares; 2025Q3: 2,385 shares; 2025Q4: 2,417 shares; 2026Q1: 2,348 shares 2,348 $1.17M 0.13% -69 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,540 shares; 2024Q4: 9,547 shares; 2025Q1: 9,410 shares; 2025Q2: 9,156 shares; 2025Q3: 9,287 shares; 2025Q4: 9,638 shares; 2026Q1: 11,020 shares 11,020 $1.17M 0.13% +1,382 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,124 shares; 2024Q4: 10,910 shares; 2025Q1: 10,855 shares; 2025Q2: 10,304 shares; 2025Q3: 11,720 shares; 2025Q4: 11,720 shares; 2026Q1: 16,654 shares 16,654 $1.16M 0.13% +4,934 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,205 shares; 2024Q4: 24,205 shares; 2025Q1: 24,205 shares; 2025Q2: 24,225 shares; 2025Q3: 22,610 shares; 2025Q4: 22,652 shares; 2026Q1: 22,670 shares 22,670 $1.15M 0.13% +18 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,763 shares; 2024Q4: 3,809 shares; 2025Q1: 3,839 shares; 2025Q2: 3,855 shares; 2025Q3: 3,848 shares; 2025Q4: 3,893 shares; 2026Q1: 3,785 shares 3,785 $1.14M 0.13% -108 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,540 shares; 2024Q4: 3,152 shares; 2025Q1: 4,381 shares; 2025Q2: 4,148 shares; 2025Q3: 4,454 shares; 2025Q4: 4,544 shares; 2026Q1: 4,629 shares 4,629 $1.13M 0.13% +85 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,656 shares; 2024Q4: 4,667 shares; 2025Q1: 4,679 shares; 2025Q2: 4,691 shares; 2025Q3: 4,681 shares; 2025Q4: 4,705 shares; 2026Q1: 4,656 shares 4,656 $1.13M 0.13% -49 Timeline LEAD SIREN ETF TR More: the full row for SIREN ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,283 shares; 2024Q4: 36,272 shares; 2025Q1: 34,542 shares; 2025Q2: 30,745 shares; 2025Q3: 24,960 shares; 2025Q4: 18,204 shares; 2026Q1: 14,552 shares 14,552 $1.12M 0.13% -3,652 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,017 shares; 2024Q4: 14,014 shares; 2025Q1: 16,498 shares; 2025Q2: 17,359 shares; 2025Q3: 16,292 shares; 2025Q4: 15,294 shares; 2026Q1: 15,027 shares 15,027 $1.08M 0.12% -267 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,868 shares; 2024Q4: 7,868 shares; 2025Q1: 7,899 shares; 2025Q2: 7,406 shares; 2025Q3: 7,426 shares; 2025Q4: 7,134 shares; 2026Q1: 7,292 shares 7,292 $1.07M 0.12% +158 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,432 shares; 2024Q4: 1,318 shares; 2025Q1: 1,308 shares; 2025Q2: 1,348 shares; 2025Q3: 1,317 shares; 2025Q4: 1,245 shares; 2026Q1: 1,166 shares 1,166 $1.07M 0.12% -79 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,894 shares; 2024Q4: 2,894 shares; 2025Q1: 2,895 shares; 2025Q2: 2,895 shares; 2025Q3: 2,906 shares; 2025Q4: 2,908 shares; 2026Q1: 2,994 shares 2,994 $1.07M 0.12% +86 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,898 shares; 2024Q4: 5,103 shares; 2025Q1: 5,626 shares; 2025Q2: 5,669 shares; 2025Q3: 6,108 shares; 2025Q4: 6,653 shares; 2026Q1: 7,171 shares 7,171 $1.06M 0.12% +518 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,180 shares; 2024Q4: 2,136 shares; 2025Q1: 2,280 shares; 2025Q2: 2,190 shares; 2025Q3: 3,682 shares; 2025Q4: 3,604 shares; 2026Q1: 3,016 shares 3,016 $1.06M 0.12% -588 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,648 shares; 2024Q4: 2,648 shares; 2025Q1: 2,648 shares; 2025Q2: 2,476 shares; 2025Q3: 2,373 shares; 2025Q4: 9,571 shares; 2026Q1: 17,887 shares 17,887 $1.05M 0.12% +8,316 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,730 shares; 2024Q4: 12,288 shares; 2025Q1: 11,207 shares; 2025Q2: 11,292 shares; 2025Q3: 11,497 shares; 2025Q4: 11,941 shares; 2026Q1: 12,279 shares 12,279 $1.03M 0.12% +338 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,389 shares; 2024Q4: 39,729 shares; 2025Q1: 37,625 shares; 2025Q2: 40,372 shares; 2025Q3: 40,927 shares; 2025Q4: 41,897 shares; 2026Q1: 40,541 shares 40,541 $1.02M 0.12% -1,356 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,138 shares; 2025Q1: 4,164 shares; 2025Q2: 4,441 shares; 2025Q3: 4,595 shares; 2025Q4: 4,646 shares; 2026Q1: 4,677 shares 4,677 $999K 0.11% +31 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,919 shares; 2024Q4: 3,960 shares; 2025Q1: 4,344 shares; 2025Q2: 4,395 shares; 2025Q3: 4,425 shares; 2025Q4: 4,460 shares; 2026Q1: 4,549 shares 4,549 $989K 0.11% +89 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,949 shares; 2024Q4: 3,987 shares; 2025Q1: 3,933 shares; 2025Q2: 3,974 shares; 2025Q3: 3,995 shares; 2025Q4: 3,999 shares; 2026Q1: 4,033 shares 4,033 $953K 0.11% +34 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,173 shares; 2024Q4: 2,133 shares; 2025Q1: 2,197 shares; 2025Q2: 2,343 shares; 2025Q3: 2,300 shares; 2025Q4: 2,319 shares; 2026Q1: 1,932 shares 1,932 $926K 0.11% -387 Timeline FRDM EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,995 shares; 2024Q4: 6,040 shares; 2025Q1: 7,075 shares; 2025Q2: 8,583 shares; 2025Q3: 8,457 shares; 2025Q4: 11,455 shares; 2026Q1: 16,506 shares 16,506 $902K 0.1% +5,051 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,542 shares; 2024Q4: 12,581 shares; 2025Q1: 12,519 shares; 2025Q2: 12,519 shares; 2025Q3: 12,519 shares; 2025Q4: 12,519 shares; 2026Q1: 12,519 shares 12,519 $890K 0.1% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,599 shares; 2024Q4: 1,599 shares; 2025Q1: 1,600 shares; 2025Q2: 1,608 shares; 2025Q3: 1,608 shares; 2025Q4: 1,608 shares; 2026Q1: 1,608 shares 1,608 $883K 0.1% 0 Timeline TGRW T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,329 shares; 2024Q4: 20,329 shares; 2025Q1: 21,248 shares; 2025Q2: 22,151 shares; 2025Q3: 22,151 shares; 2025Q4: 22,151 shares; 2026Q1: 21,665 shares 21,665 $877K 0.1% -486 Timeline OUSA ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,285 shares; 2024Q4: 15,946 shares; 2025Q1: 15,956 shares; 2025Q2: 15,969 shares; 2025Q3: 15,981 shares; 2025Q4: 15,923 shares; 2026Q1: 15,682 shares 15,682 $873K 0.1% -241 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,038 shares; 2024Q4: 2,058 shares; 2025Q1: 2,449 shares; 2025Q2: 2,335 shares; 2025Q3: 2,326 shares; 2025Q4: 1,290 shares; 2026Q1: 2,343 shares 2,343 $871K 0.1% +1,053 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,294 shares; 2024Q4: 8,294 shares; 2025Q1: 8,294 shares; 2025Q2: 8,301 shares; 2025Q3: 8,209 shares; 2025Q4: 7,620 shares; 2026Q1: 7,627 shares 7,627 $833K 0.09% +7 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,064 shares; 2024Q4: 35,064 shares; 2025Q1: 35,064 shares; 2025Q2: 35,064 shares; 2025Q3: 33,104 shares; 2025Q4: 32,876 shares; 2026Q1: 33,271 shares 33,271 $831K 0.09% +395 Timeline QEMM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,761 shares; 2024Q4: 7,761 shares; 2025Q1: 7,761 shares; 2025Q2: 7,761 shares; 2025Q3: 7,761 shares; 2025Q4: 7,761 shares; 2026Q1: 11,862 shares 11,862 $823K 0.09% +4,101 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,522 shares; 2024Q4: 5,624 shares; 2025Q1: 5,426 shares; 2025Q2: 5,121 shares; 2025Q3: 4,861 shares; 2025Q4: 4,895 shares; 2026Q1: 4,952 shares 4,952 $819K 0.09% +57 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,811 shares; 2024Q4: 13,938 shares; 2025Q1: 15,073 shares; 2025Q2: 15,275 shares; 2025Q3: 13,871 shares; 2025Q4: 14,166 shares; 2026Q1: 14,187 shares 14,187 $804K 0.09% +21 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,777 shares; 2024Q4: 8,778 shares; 2025Q1: 8,778 shares; 2025Q2: 9,351 shares; 2025Q3: 9,359 shares; 2025Q4: 9,683 shares; 2026Q1: 9,690 shares 9,690 $794K 0.09% +7 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,444 shares; 2024Q4: 21,047 shares; 2025Q1: 17,132 shares; 2025Q2: 15,744 shares; 2025Q3: 15,748 shares; 2025Q4: 15,750 shares; 2026Q1: 15,751 shares 15,751 $758K 0.09% +1 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 8,924 shares; 2025Q1: 9,229 shares; 2025Q2: 9,000 shares; 2025Q3: 9,020 shares; 2025Q4: 9,085 shares; 2026Q1: 9,996 shares 9,996 $755K 0.09% +911 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 2,091 shares; 2025Q2: 2,096 shares; 2025Q3: 2,096 shares; 2025Q4: 2,096 shares; 2026Q1: 2,096 shares 2,096 $750K 0.09% 0 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,167 shares; 2024Q4: 5,678 shares; 2025Q1: 5,075 shares; 2025Q2: 5,870 shares; 2025Q3: 5,374 shares; 2025Q4: 7,746 shares; 2026Q1: 7,413 shares 7,413 $746K 0.08% -333 Timeline QQEW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40 shares; 2024Q4: 40 shares; 2025Q1: 40 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,890 shares; 2026Q1: 5,876 shares 5,876 $746K 0.08% +2,986 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; 2024Q2: restricted; 2024Q3: 18,169 shares; 2024Q4: 18,114 shares; 2025Q1: 18,039 shares; 2025Q2: 17,547 shares; 2025Q3: 16,713 shares; 2025Q4: 16,181 shares; 2026Q1: 15,055 shares 15,055 $736K 0.08% -1,126 Timeline RISR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,877 shares; 2024Q4: 20,877 shares; 2025Q1: 20,877 shares; 2025Q2: 21,363 shares; 2025Q3: 21,138 shares; 2025Q4: 26 shares; 2026Q1: 20,240 shares 20,240 $733K 0.08% +20,214 Timeline PUI INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,705 shares; 2024Q4: 17,626 shares; 2025Q1: 17,626 shares; 2025Q2: 15,547 shares; 2025Q3: 15,547 shares; 2025Q4: 15,547 shares; 2026Q1: 15,547 shares 15,547 $731K 0.08% 0 Timeline JHMD JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,435 shares; 2024Q4: 16,435 shares; 2025Q1: 16,435 shares; 2025Q2: 16,435 shares; 2025Q3: 16,960 shares; 2025Q4: 16,960 shares; 2026Q1: 16,960 shares 16,960 $719K 0.08% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1 shares; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1 shares; 2025Q3: 1 shares; 2025Q4: 1 shares; 2026Q1: 1 shares 1 $718K 0.08% 0 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,465 shares; 2024Q4: 22,470 shares; 2025Q1: 21,233 shares; 2025Q2: 21,250 shares; 2025Q3: 21,514 shares; 2025Q4: 21,522 shares; 2026Q1: 21,525 shares 21,525 $713K 0.08% +3 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 13,041 shares; 2025Q1: 12,498 shares; 2025Q2: 10,769 shares; 2025Q3: 9,534 shares; 2025Q4: 27,228 shares; 2026Q1: 9,535 shares 9,535 $711K 0.08% -17,693 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,814 shares; 2024Q4: 19,199 shares; 2025Q1: 18,789 shares; 2025Q2: 16,914 shares; 2025Q3: 15,156 shares; 2025Q4: 15,156 shares; 2026Q1: 13,862 shares 13,862 $702K 0.08% -1,294 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,927 shares; 2024Q4: 2,063 shares; 2025Q1: 2,007 shares; 2025Q2: 2,154 shares; 2025Q3: 2,008 shares; 2025Q4: 2,035 shares; 2026Q1: 2,043 shares 2,043 $698K 0.08% +8 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 325 shares; 2025Q3: 1,042 shares; 2025Q4: 3,638 shares; 2026Q1: 5,614 shares 5,614 $665K 0.08% +1,976 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 725 shares; 2025Q1: 724 shares; 2025Q2: 718 shares; 2025Q3: 718 shares; 2025Q4: 676 shares; 2026Q1: 673 shares 673 $648K 0.07% -3 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; 2024Q2: restricted; 2024Q3: 3,209 shares; 2024Q4: 3,202 shares; 2025Q1: 3,209 shares; 2025Q2: 3,213 shares; 2025Q3: 3,215 shares; 2025Q4: 33 shares; 2026Q1: 3,277 shares 3,277 $636K 0.07% +3,244 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,367 shares; 2024Q4: 15,162 shares; 2025Q1: 14,729 shares; 2025Q2: 14,494 shares; 2025Q3: 12,274 shares; 2025Q4: 658 shares; 2026Q1: 12,424 shares 12,424 $625K 0.07% +11,766 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,726 shares; 2024Q4: 13,680 shares; 2025Q1: 13,670 shares; 2025Q2: 13,682 shares; 2025Q3: 13,683 shares; 2025Q4: 13,767 shares; 2026Q1: 13,783 shares 13,783 $624K 0.07% +16 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,877 shares; 2024Q4: 3,890 shares; 2025Q1: 3,908 shares; 2025Q2: 3,887 shares; 2025Q3: 3,889 shares; 2025Q4: 3,971 shares; 2026Q1: 4,014 shares 4,014 $623K 0.07% +43 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,101 shares; 2025Q1: 1,019 shares; 2025Q2: 1,030 shares; 2025Q3: 1,014 shares; 2025Q4: 1,007 shares; 2026Q1: 1,020 shares 1,020 $616K 0.07% +13 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,247 shares; 2024Q4: 9,790 shares; 2025Q1: 10,270 shares; 2025Q2: 10,311 shares; 2025Q3: 10,343 shares; 2025Q4: 10,537 shares; 2026Q1: 10,561 shares 10,561 $586K 0.07% +24 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,654 shares; 2024Q4: 2,747 shares; 2025Q1: 2,649 shares; 2025Q2: 2,696 shares; 2025Q3: 2,647 shares; 2025Q4: 2,542 shares; 2026Q1: 2,542 shares 2,542 $575K 0.07% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,047 shares 6,047 $570K 0.06% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,647 shares; 2024Q4: 3,658 shares; 2025Q1: 3,659 shares; 2025Q2: 3,666 shares; 2025Q3: 3,666 shares; 2025Q4: 3,494 shares; 2026Q1: 3,592 shares 3,592 $565K 0.06% +98 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,286 shares; 2024Q4: 13,392 shares; 2025Q1: 13,238 shares; 2025Q2: 13,268 shares; 2025Q3: 13,855 shares; 2025Q4: 15,890 shares; 2026Q1: 14,422 shares 14,422 $562K 0.06% -1,468 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,401 shares; 2025Q1: 4,036 shares; 2025Q2: 3,963 shares; 2025Q3: 3,946 shares; 2025Q4: 3,785 shares; 2026Q1: 3,826 shares 3,826 $553K 0.06% +41 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,160 shares; 2024Q4: 3,160 shares; 2025Q1: 3,160 shares; 2025Q2: 3,788 shares; 2025Q3: 4,017 shares; 2025Q4: 4,206 shares; 2026Q1: 4,206 shares 4,206 $552K 0.06% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,123 shares; 2024Q4: 4,156 shares; 2025Q1: 4,221 shares; 2025Q2: 4,209 shares; 2025Q3: 4,211 shares; 2025Q4: 4,211 shares; 2026Q1: 4,429 shares 4,429 $550K 0.06% +218 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,497 shares; 2024Q4: 5,660 shares; 2025Q1: 6,447 shares; 2025Q2: 6,741 shares; 2025Q3: 6,784 shares; 2025Q4: 6,750 shares; 2026Q1: 7,081 shares 7,081 $549K 0.06% +331 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,744 shares; 2024Q4: 5,054 shares; 2025Q1: 4,666 shares; 2025Q2: 4,732 shares; 2025Q3: 4,587 shares; 2025Q4: 4,486 shares; 2026Q1: 4,390 shares 4,390 $528K 0.06% -96 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,166 shares; 2024Q4: 26,194 shares; 2025Q1: 26,250 shares; 2025Q2: 25,741 shares; 2025Q3: 24,088 shares; 2025Q4: 24,120 shares; 2026Q1: 23,491 shares 23,491 $523K 0.06% -629 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,429 shares; 2024Q4: 2,431 shares; 2025Q1: 2,433 shares; 2025Q2: 2,178 shares; 2025Q3: 2,078 shares; 2025Q4: 2,081 shares; 2026Q1: 1,962 shares 1,962 $514K 0.06% -119 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,259 shares; 2024Q4: 23,190 shares; 2025Q1: 22,989 shares; 2025Q2: 23,152 shares; 2025Q3: 19,977 shares; 2025Q4: 17,107 shares; 2026Q1: 16,860 shares 16,860 $511K 0.06% -247 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 2,079 shares; 2025Q3: 2,078 shares; 2025Q4: 2,165 shares; 2026Q1: 2,205 shares 2,205 $507K 0.06% +40 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,750 shares; 2024Q4: 1,745 shares; 2025Q1: 1,952 shares; 2025Q2: 1,962 shares; 2025Q3: 2,078 shares; 2025Q4: 2,078 shares; 2026Q1: 2,078 shares 2,078 $504K 0.06% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,235 shares; 2024Q4: 1,209 shares; 2025Q1: 1,211 shares; 2025Q2: 1,018 shares; 2025Q3: 1,023 shares; 2025Q4: 53 shares; 2026Q1: 1,021 shares 1,021 $502K 0.06% +968 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,582 shares; 2024Q4: 1,609 shares; 2025Q1: 1,624 shares; 2025Q2: 1,571 shares; 2025Q3: 1,590 shares; 2025Q4: 1,597 shares; 2026Q1: 1,594 shares 1,594 $496K 0.06% -3 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,224 shares; 2024Q4: 4,224 shares; 2025Q1: 4,224 shares; 2025Q2: 4,235 shares; 2025Q3: 4,246 shares; 2025Q4: 4,258 shares; 2026Q1: 4,268 shares 4,268 $496K 0.06% +10 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,069 shares; 2024Q4: 7,069 shares; 2025Q1: 7,069 shares; 2025Q2: 7,069 shares; 2025Q3: 7,069 shares; 2025Q4: 1,958 shares; 2026Q1: 8,701 shares 8,701 $494K 0.06% +6,743 Timeline FMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,760 shares; 2024Q4: 113,105 shares; 2025Q1: 113,105 shares; 2025Q2: 113,349 shares; 2025Q3: 113,349 shares; 2025Q4: 113,402 shares; 2026Q1: 43,759 shares 43,759 $493K 0.06% -69,643 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,049 shares; 2025Q3: 2,156 shares; 2025Q4: 2,157 shares; 2026Q1: 2,235 shares 2,235 $489K 0.06% +78 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,309 shares; 2024Q4: 1,356 shares; 2025Q1: 1,348 shares; 2025Q2: 1,364 shares; 2025Q3: 1,441 shares; 2025Q4: 1,441 shares; 2026Q1: 1,422 shares 1,422 $488K 0.06% -19 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,620 shares; 2024Q4: 3,732 shares; 2025Q1: 3,598 shares; 2025Q2: 3,602 shares; 2025Q3: 5,056 shares; 2025Q4: 5,040 shares; 2026Q1: 4,822 shares 4,822 $479K 0.05% -218 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,740 shares; 2024Q4: 9,740 shares; 2025Q1: 9,737 shares; 2025Q2: 9,737 shares; 2025Q3: 7,837 shares; 2025Q4: 7,837 shares; 2026Q1: 7,562 shares 7,562 $473K 0.05% -275 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 305 shares; 2024Q4: 282 shares; 2025Q1: 282 shares; 2025Q2: 288 shares; 2025Q3: 304 shares; 2025Q4: 311 shares; 2026Q1: 319 shares 319 $470K 0.05% +8 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,507 shares; 2024Q4: 14,339 shares; 2025Q1: 15,955 shares; 2025Q2: 15,380 shares; 2025Q3: 15,380 shares; 2025Q4: 15,380 shares; 2026Q1: 15,380 shares 15,380 $447K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 984 shares; 2024Q4: 993 shares; 2025Q1: 1,003 shares; 2025Q2: 1,004 shares; 2025Q3: 1,004 shares; 2025Q4: 1,004 shares; 2026Q1: 1,025 shares 1,025 $447K 0.05% +21 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 814 shares; 2025Q1: 814 shares; 2025Q2: 759 shares; 2025Q3: 724 shares; 2025Q4: 717 shares; 2026Q1: 717 shares 717 $442K 0.05% 0 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,087 shares; 2025Q1: 8,088 shares; 2025Q2: 8,089 shares; 2025Q3: 8,090 shares; 2025Q4: 8,091 shares; 2026Q1: 8,234 shares 8,234 $440K 0.05% +143 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,517 shares; 2024Q4: 2,513 shares; 2025Q1: 2,870 shares; 2025Q2: 2,114 shares; 2025Q3: 2,275 shares; 2025Q4: 2,275 shares; 2026Q1: 2,275 shares 2,275 $439K 0.05% 0 Timeline AGO ASSURED GUARANTY LTD More: the full row for ASSURED GUARANTY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,262 shares; 2024Q4: 5,262 shares; 2025Q1: 5,262 shares; 2025Q2: 5,262 shares; 2025Q3: 5,262 shares; 2025Q4: 5,262 shares; 2026Q1: 5,375 shares 5,375 $438K 0.05% +113 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,148 shares; 2024Q4: 10,148 shares; 2025Q1: 9,097 shares; 2025Q2: 9,097 shares; 2025Q3: 9,097 shares; 2025Q4: 9,097 shares; 2026Q1: 9,097 shares 9,097 $435K 0.05% 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; 2024Q2: restricted; 2024Q3: 1,255 shares; 2024Q4: 1,254 shares; 2025Q1: 1,255 shares; 2025Q2: 2,324 shares; 2025Q3: 2,324 shares; 2025Q4: 2,325 shares; 2026Q1: 2,338 shares 2,338 $427K 0.05% +13 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,523 shares; 2024Q4: 1,569 shares; 2025Q1: 1,550 shares; 2025Q2: 1,639 shares; 2025Q3: 1,639 shares; 2025Q4: 1,639 shares; 2026Q1: 1,639 shares 1,639 $427K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,371 shares; 2024Q4: 3,408 shares; 2025Q1: 3,311 shares; 2025Q2: 3,370 shares; 2025Q3: 3,386 shares; 2025Q4: 3,394 shares; 2026Q1: 3,306 shares 3,306 $426K 0.05% -88 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,738 shares; 2024Q4: 18,402 shares; 2025Q1: 18,281 shares; 2025Q2: 15,294 shares; 2025Q3: 11,307 shares; 2025Q4: 11,307 shares; 2026Q1: 9,453 shares 9,453 $424K 0.05% -1,854 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,784 shares; 2024Q4: 1,722 shares; 2025Q1: 1,744 shares; 2025Q2: 1,815 shares; 2025Q3: 2,050 shares; 2025Q4: 2,012 shares; 2026Q1: 2,042 shares 2,042 $422K 0.05% +30 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 407 shares; 2024Q4: 418 shares; 2025Q1: 414 shares; 2025Q2: 435 shares; 2025Q3: 429 shares; 2025Q4: 4,383 shares; 2026Q1: 4,304 shares 4,304 $414K 0.05% -79 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,278 shares; 2025Q1: 1,251 shares; 2025Q2: 1,287 shares; 2025Q3: 1,287 shares; 2025Q4: 1,393 shares; 2026Q1: 1,381 shares 1,381 $408K 0.05% -12 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,839 shares; 2024Q4: 1,822 shares; 2025Q1: 1,778 shares; 2025Q2: 1,479 shares; 2025Q3: 1,550 shares; 2025Q4: 1,566 shares; 2026Q1: 1,491 shares 1,491 $403K 0.05% -75 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,205 shares; 2024Q4: 5,206 shares; 2025Q1: 5,208 shares; 2025Q2: 5,350 shares; 2025Q3: 5,350 shares; 2025Q4: 5,350 shares; 2026Q1: 5,350 shares 5,350 $403K 0.05% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,281 shares; 2024Q4: 1,317 shares; 2025Q1: 1,311 shares; 2025Q2: 1,318 shares; 2025Q3: 1,318 shares; 2025Q4: 1,318 shares; 2026Q1: 1,318 shares 1,318 $399K 0.05% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,108 shares; 2024Q4: 3,108 shares; 2025Q1: 3,108 shares; 2025Q2: 3,108 shares; 2025Q3: 3,108 shares; 2025Q4: 3,108 shares; 2026Q1: 3,108 shares 3,108 $398K 0.05% 0 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,826 shares; 2025Q4: 4,460 shares; 2026Q1: 5,264 shares 5,264 $395K 0.04% +804 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,159 shares; 2024Q4: 1,204 shares; 2025Q1: 1,175 shares; 2025Q2: 1,187 shares; 2025Q3: 1,187 shares; 2025Q4: 1,237 shares; 2026Q1: 1,237 shares 1,237 $394K 0.04% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,869 shares; 2024Q4: 1,869 shares; 2025Q1: 1,869 shares; 2025Q2: 1,856 shares; 2025Q3: 1,791 shares; 2025Q4: 1,791 shares; 2026Q1: 1,791 shares 1,791 $389K 0.04% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,001 shares; 2024Q4: 4,018 shares; 2025Q1: 3,829 shares; 2025Q2: 3,837 shares; 2025Q3: 3,846 shares; 2025Q4: 3,660 shares; 2026Q1: 3,668 shares 3,668 $389K 0.04% +8 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,945 shares; 2024Q4: 11,193 shares; 2025Q1: 9,019 shares; 2025Q2: 9,019 shares; 2025Q3: 9,019 shares; 2025Q4: 9,019 shares; 2026Q1: 9,019 shares 9,019 $383K 0.04% 0 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,528 shares; 2024Q4: 1,528 shares; 2025Q1: 1,528 shares; 2025Q2: 1,528 shares; 2025Q3: 1,528 shares; 2025Q4: 273 shares; 2026Q1: 1,528 shares 1,528 $383K 0.04% +1,255 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,375 shares; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $374K 0.04% 0 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; 2024Q2: restricted; 2024Q3: 755 shares; 2024Q4: 755 shares; 2025Q1: 820 shares; 2025Q2: 821 shares; 2025Q3: 824 shares; 2025Q4: 826 shares; 2026Q1: 978 shares 978 $372K 0.04% +152 Timeline QLC FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,949 shares; 2026Q1: 4,749 shares 4,749 $371K 0.04% +2,800 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; 2024Q2: restricted; 2024Q3: 1,201 shares; 2024Q4: 1,225 shares; 2025Q1: 1,203 shares; 2025Q2: 1,222 shares; 2025Q3: 1,222 shares; 2025Q4: 1,192 shares; 2026Q1: 1,154 shares 1,154 $370K 0.04% -38 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,588 shares; 2024Q4: 7,786 shares; 2025Q1: 7,716 shares; 2025Q2: 7,524 shares; 2025Q3: 7,546 shares; 2025Q4: 7,580 shares; 2026Q1: 7,558 shares 7,558 $368K 0.04% -22 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 110 shares; 2025Q1: 107 shares; 2025Q2: 107 shares; 2025Q3: 556 shares; 2025Q4: 564 shares; 2026Q1: 423 shares 423 $366K 0.04% -141 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,048 shares; 2024Q4: 2,048 shares; 2025Q1: 2,048 shares; 2025Q2: 2,185 shares; 2025Q3: 2,676 shares; 2025Q4: 2,074 shares; 2026Q1: 1,542 shares 1,542 $364K 0.04% -532 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,037 shares; 2024Q4: 1,039 shares; 2025Q1: 1,028 shares; 2025Q2: 1,044 shares; 2025Q3: 1,021 shares; 2025Q4: 1,021 shares; 2026Q1: 1,021 shares 1,021 $364K 0.04% 0 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,820 shares; 2024Q4: 11,735 shares; 2025Q1: 11,735 shares; 2025Q2: 11,735 shares; 2025Q3: 11,735 shares; 2025Q4: 11,735 shares; 2026Q1: 11,735 shares 11,735 $363K 0.04% 0 Timeline CABZ ROUNDHILL ETF TRUST More: the full row for ROUNDHILL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 17,788 shares 17,788 $363K 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; 2024Q2: restricted; 2024Q3: 2,091 shares; 2024Q4: 2,099 shares; 2025Q1: 2,116 shares; 2025Q2: 2,153 shares; 2025Q3: 2,153 shares; 2025Q4: 2,153 shares; 2026Q1: 2,166 shares 2,166 $356K 0.04% +13 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; 2024Q2: restricted; 2024Q3: 3,228 shares; 2024Q4: 3,378 shares; 2025Q1: 4,850 shares; 2025Q2: 4,850 shares; 2025Q3: 7,882 shares; 2025Q4: 7,882 shares; 2026Q1: 7,892 shares 7,892 $356K 0.04% +10 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,889 shares; 2024Q4: 9,233 shares; 2025Q1: 9,261 shares; 2025Q2: 9,291 shares; 2025Q3: 9,322 shares; 2025Q4: 9,353 shares; 2026Q1: 9,381 shares 9,381 $355K 0.04% +28 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,950 shares; 2024Q4: 6,950 shares; 2025Q1: 6,950 shares; 2025Q2: 6,950 shares; 2025Q3: 6,950 shares; 2025Q4: 6,950 shares; 2026Q1: 6,950 shares 6,950 $354K 0.04% 0 Timeline DIVB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,373 shares; 2024Q4: 6,373 shares; 2025Q1: 6,177 shares; 2025Q2: 6,181 shares; 2025Q3: 6,378 shares; 2025Q4: 6,383 shares; 2026Q1: 6,568 shares 6,568 $354K 0.04% +185 Timeline WDEF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,396 shares 11,396 $353K 0.04% new Timeline JHML JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,482 shares; 2024Q4: 4,482 shares; 2025Q1: 4,482 shares; 2025Q2: 4,482 shares; 2025Q3: 4,482 shares; 2025Q4: 4,482 shares; 2026Q1: 4,482 shares 4,482 $351K 0.04% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,118 shares; 2024Q4: 2,138 shares; 2025Q1: 2,381 shares; 2025Q2: 2,382 shares; 2025Q3: 2,410 shares; 2025Q4: 2,459 shares; 2026Q1: 2,390 shares 2,390 $350K 0.04% -69 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; 2024Q2: restricted; 2024Q3: 14,975 shares; 2024Q4: 14,061 shares; 2025Q1: 12,425 shares; 2025Q2: 10,913 shares; 2025Q3: 10,913 shares; 2025Q4: 10,432 shares; 2026Q1: 10,432 shares 10,432 $344K 0.04% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,012 shares; 2024Q4: 5,027 shares; 2025Q1: 5,042 shares; 2025Q2: 5,057 shares; 2025Q3: 5,057 shares; 2025Q4: 5,057 shares; 2026Q1: 3,532 shares 3,532 $338K 0.04% -1,525 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,584 shares; 2024Q4: 1,502 shares; 2025Q1: 1,757 shares; 2025Q2: 1,654 shares; 2025Q3: 1,656 shares; 2025Q4: 1,678 shares; 2026Q1: 1,656 shares 1,656 $337K 0.04% -22 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,365 shares; 2024Q4: 14,182 shares; 2025Q1: 13,566 shares; 2025Q2: 12,231 shares; 2025Q3: 11,977 shares; 2025Q4: 11,985 shares; 2026Q1: 12,019 shares 12,019 $337K 0.04% +34 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 975 shares; 2025Q2: 1,752 shares; 2025Q3: 6,682 shares; 2025Q4: 24 shares; 2026Q1: 7,724 shares 7,724 $337K 0.04% +7,700 Timeline IQDY FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,889 shares; 2024Q4: 9,170 shares; 2025Q1: 9,170 shares; 2025Q2: 9,170 shares; 2025Q3: 8,798 shares; 2025Q4: 8,798 shares; 2026Q1: 8,798 shares 8,798 $334K 0.04% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares; 2025Q1: 6,600 shares; 2025Q2: 6,600 shares; 2025Q3: 6,600 shares; 2025Q4: 6,600 shares; 2026Q1: 6,600 shares 6,600 $333K 0.04% 0 Timeline GSST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,473 shares; 2024Q4: 7,473 shares; 2025Q1: 6,973 shares; 2025Q2: 6,576 shares; 2025Q3: 6,576 shares; 2025Q4: 6,576 shares; 2026Q1: 6,576 shares 6,576 $332K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,692 shares; 2024Q4: 3,771 shares; 2025Q1: 4,214 shares; 2025Q2: 4,075 shares; 2025Q3: 4,024 shares; 2025Q4: 4,238 shares; 2026Q1: 4,349 shares 4,349 $331K 0.04% +111 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,069 shares; 2024Q4: 3,085 shares; 2025Q1: 3,571 shares; 2025Q2: 3,702 shares; 2025Q3: 3,660 shares; 2025Q4: 3,478 shares; 2026Q1: 3,193 shares 3,193 $328K 0.04% -285 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 838 shares; 2024Q4: 840 shares; 2025Q1: 843 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 761 shares 761 $324K 0.04% -56 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,247 shares; 2024Q4: 5,262 shares; 2025Q1: 5,264 shares; 2025Q2: 5,478 shares; 2025Q3: 5,356 shares; 2025Q4: 3,575 shares; 2026Q1: 3,579 shares 3,579 $321K 0.04% +4 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,698 shares; 2024Q4: 3,698 shares; 2025Q1: 3,698 shares; 2025Q2: 3,698 shares; 2025Q3: 3,698 shares; 2025Q4: 3,698 shares; 2026Q1: 3,698 shares 3,698 $320K 0.04% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,806 shares; 2024Q4: 1,808 shares; 2025Q1: 1,829 shares; 2025Q2: 1,810 shares; 2025Q3: 1,797 shares; 2025Q4: 1,665 shares; 2026Q1: 1,571 shares 1,571 $319K 0.04% -94 Timeline OUSM ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,342 shares; 2024Q4: 7,459 shares; 2025Q1: 7,464 shares; 2025Q2: 7,229 shares; 2025Q3: 7,234 shares; 2025Q4: 7,242 shares; 2026Q1: 7,248 shares 7,248 $317K 0.04% +6 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,787 shares; 2024Q4: 2,801 shares; 2025Q1: 2,797 shares; 2025Q2: 2,770 shares; 2025Q3: 2,770 shares; 2025Q4: 2,773 shares; 2026Q1: 2,745 shares 2,745 $316K 0.04% -28 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,978 shares; 2024Q4: 1,978 shares; 2025Q1: 1,878 shares; 2025Q2: 1,904 shares; 2025Q3: 1,784 shares; 2025Q4: 1,673 shares; 2026Q1: 1,661 shares 1,661 $315K 0.04% -12 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50 shares; 2024Q4: 67 shares; 2025Q1: 177 shares; 2025Q2: 154 shares; 2025Q3: 605 shares; 2025Q4: 605 shares; 2026Q1: 559 shares 559 $315K 0.04% -46 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,961 shares; 2024Q4: 8,968 shares; 2025Q1: 7,999 shares; 2025Q2: 8,031 shares; 2025Q3: 7,630 shares; 2025Q4: 7,645 shares; 2026Q1: 7,346 shares 7,346 $313K 0.04% -299 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 3,323 shares; 2025Q2: 3,359 shares; 2025Q3: 2,118 shares; 2025Q4: 2,097 shares; 2026Q1: 2,097 shares 2,097 $307K 0.03% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,693 shares; 2024Q4: 4,693 shares; 2025Q1: 4,693 shares; 2025Q2: 4,693 shares; 2025Q3: 4,693 shares; 2025Q4: 4,693 shares; 2026Q1: 4,693 shares 4,693 $307K 0.03% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 896 shares; 2024Q4: 906 shares; 2025Q1: 896 shares; 2025Q2: 899 shares; 2025Q3: 899 shares; 2025Q4: 901 shares; 2026Q1: 921 shares 921 $303K 0.03% +20 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; 2024Q2: restricted; 2024Q3: 1,066 shares; 2024Q4: 1,073 shares; 2025Q1: 1,049 shares; 2025Q2: 1,046 shares; 2025Q3: 1,046 shares; 2025Q4: 1,044 shares; 2026Q1: 1,044 shares 1,044 $303K 0.03% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557 shares; 2024Q4: 561 shares; 2025Q1: 561 shares; 2025Q2: 519 shares; 2025Q3: 563 shares; 2025Q4: 563 shares; 2026Q1: 563 shares 563 $303K 0.03% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,100 shares; 2024Q4: 5,100 shares; 2025Q1: 5,100 shares; 2025Q2: 5,100 shares; 2025Q3: 5,100 shares; 2025Q4: 5,100 shares; 2026Q1: 5,100 shares 5,100 $302K 0.03% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415 shares; 2024Q4: 415 shares; 2025Q1: 423 shares; 2025Q2: 415 shares; 2025Q3: 415 shares; 2025Q4: 415 shares; 2026Q1: 415 shares 415 $302K 0.03% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 351 shares; 2024Q4: 353 shares; 2025Q1: 359 shares; 2025Q2: 347 shares; 2025Q3: 347 shares; 2025Q4: 347 shares; 2026Q1: 348 shares 348 $294K 0.03% +1 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; 2024Q2: restricted; 2024Q3: 1,686 shares; 2024Q4: 1,719 shares; 2025Q1: 1,672 shares; 2025Q2: 1,673 shares; 2025Q3: 1,479 shares; 2025Q4: 1,480 shares; 2026Q1: 1,480 shares 1,480 $293K 0.03% 0 Timeline NUKZ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 225 shares; 2025Q3: 3,853 shares; 2025Q4: 4,391 shares; 2026Q1: 4,391 shares 4,391 $289K 0.03% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,225 shares; 2024Q4: 2,225 shares; 2025Q1: 1,702 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 4,267 shares; 2026Q1: 5,259 shares 5,259 $284K 0.03% +992 Timeline JHPI JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,845 shares; 2024Q4: 3,845 shares; 2025Q1: 3,850 shares; 2025Q2: 3,863 shares; 2025Q3: 7,462 shares; 2025Q4: 10,974 shares; 2026Q1: 12,599 shares 12,599 $284K 0.03% +1,625 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 621 shares; 2024Q4: 621 shares; 2025Q1: 621 shares; 2025Q2: 2,921 shares; 2025Q3: 4,443 shares; 2025Q4: 4,485 shares; 2026Q1: 5,605 shares 5,605 $282K 0.03% +1,120 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,185 shares; 2024Q4: 3,384 shares; 2025Q1: 3,280 shares; 2025Q2: 3,226 shares; 2025Q3: 3,268 shares; 2025Q4: 3,266 shares; 2026Q1: 3,231 shares 3,231 $280K 0.03% -35 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,270 shares; 2024Q4: 3,334 shares; 2025Q1: 3,332 shares; 2025Q2: 3,402 shares; 2025Q3: 3,402 shares; 2025Q4: 3,402 shares; 2026Q1: 3,514 shares 3,514 $280K 0.03% +112 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,303 shares; 2024Q4: 3,307 shares; 2025Q1: 3,309 shares; 2025Q2: 3,290 shares; 2025Q3: 3,070 shares; 2025Q4: 3,085 shares; 2026Q1: 3,090 shares 3,090 $279K 0.03% +5 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,806 shares; 2024Q4: 3,806 shares; 2025Q1: 3,806 shares; 2025Q2: 3,806 shares; 2025Q3: 3,731 shares; 2025Q4: 3,864 shares; 2026Q1: 3,981 shares 3,981 $279K 0.03% +117 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 300 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 9,481 shares 9,481 $278K 0.03% +8,881 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 96 shares; 2024Q4: 99 shares; 2025Q1: 99 shares; 2025Q2: 181 shares; 2025Q3: 205 shares; 2025Q4: 205 shares; 2026Q1: 205 shares 205 $271K 0.03% 0 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,201 shares; 2024Q4: 4,201 shares; 2025Q1: 4,201 shares; 2025Q2: 4,201 shares; 2025Q3: 4,201 shares; 2025Q4: 4,201 shares; 2026Q1: 4,201 shares 4,201 $269K 0.03% 0 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; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 79 shares; 2025Q2: 86 shares; 2025Q3: 1,096 shares; 2025Q4: 1,096 shares; 2026Q1: 1,049 shares 1,049 $263K 0.03% -47 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,470 shares; 2024Q4: 3,640 shares; 2025Q1: 3,807 shares; 2025Q2: 3,849 shares; 2025Q3: 3,921 shares; 2025Q4: 3,959 shares; 2026Q1: 3,959 shares 3,959 $261K 0.03% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,452 shares; 2025Q1: 2,452 shares; 2025Q2: 2,452 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 2,452 shares 2,452 $261K 0.03% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,651 shares; 2024Q4: 6,335 shares; 2025Q1: 5,104 shares; 2025Q2: 4,911 shares; 2025Q3: 3,927 shares; 2025Q4: 3,927 shares; 2026Q1: 3,928 shares 3,928 $259K 0.03% +1 Timeline GRPM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,175 shares; 2024Q4: 2,177 shares; 2025Q1: 2,181 shares; 2025Q2: 2,186 shares; 2025Q3: 2,189 shares; 2025Q4: 2,191 shares; 2026Q1: 2,193 shares 2,193 $259K 0.03% +2 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 742 shares; 2024Q4: 714 shares; 2025Q1: 714 shares; 2025Q2: 714 shares; 2025Q3: 1,011 shares; 2025Q4: 971 shares; 2026Q1: 953 shares 953 $254K 0.03% -18 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,272 shares; 2024Q4: 2,293 shares; 2025Q1: 2,292 shares; 2025Q2: 2,276 shares; 2025Q3: 2,274 shares; 2025Q4: 2,293 shares; 2026Q1: 2,275 shares 2,275 $250K 0.03% -18 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,100 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,661 shares; 2025Q3: 1,661 shares; 2025Q4: 1,661 shares; 2026Q1: 2,686 shares 2,686 $248K 0.03% +1,025 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,305 shares; 2024Q4: 1,305 shares; 2025Q1: 1,301 shares; 2025Q2: 1,301 shares; 2025Q3: 1,257 shares; 2025Q4: 1,257 shares; 2026Q1: 1,258 shares 1,258 $247K 0.03% +1 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,534 shares; 2024Q4: 2,554 shares; 2025Q1: 2,563 shares; 2025Q2: 2,763 shares; 2025Q3: 2,763 shares; 2025Q4: 2,473 shares; 2026Q1: 2,503 shares 2,503 $241K 0.03% +30 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 824 shares; 2025Q1: 817 shares; 2025Q2: 809 shares; 2025Q3: 809 shares; 2025Q4: 809 shares; 2026Q1: 859 shares 859 $239K 0.03% +50 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,899 shares; 2024Q4: 4,908 shares; 2025Q1: 4,915 shares; 2025Q2: 5,039 shares; 2025Q3: 5,046 shares; 2025Q4: 4,261 shares; 2026Q1: 3,887 shares 3,887 $238K 0.03% -374 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,758 shares; 2024Q4: 2,776 shares; 2025Q1: 2,776 shares; 2025Q2: 2,796 shares; 2025Q3: 2,796 shares; 2025Q4: 3,430 shares; 2026Q1: 2,817 shares 2,817 $235K 0.03% -613 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 451 shares; 2024Q4: 412 shares; 2025Q1: 421 shares; 2025Q2: 425 shares; 2025Q3: 425 shares; 2025Q4: 435 shares; 2026Q1: 462 shares 462 $229K 0.03% +27 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,543 shares; 2024Q4: 1,543 shares; 2025Q1: 1,543 shares; 2025Q2: 1,543 shares; 2025Q3: 1,543 shares; 2025Q4: 1,543 shares; 2026Q1: 1,543 shares 1,543 $225K 0.03% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,147 shares; 2024Q4: 1,147 shares; 2025Q1: 1,147 shares; 2025Q2: 1,148 shares; 2025Q3: 1,148 shares; 2025Q4: 1,148 shares; 2026Q1: 1,148 shares 1,148 $219K 0.02% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,180 shares; 2025Q1: 2,180 shares; 2025Q2: 2,180 shares; 2025Q3: 2,381 shares; 2025Q4: 2,474 shares; 2026Q1: 2,638 shares 2,638 $219K 0.02% +164 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,641 shares; 2024Q4: 14,641 shares; 2025Q1: 4,291 shares; 2025Q2: 4,294 shares; 2025Q3: 2,385 shares; 2025Q4: 4,578 shares; 2026Q1: 4,359 shares 4,359 $218K 0.02% -219 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,765 shares; 2026Q1: 15,079 shares 15,079 $218K 0.02% +4,314 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 675 shares; 2024Q4: 664 shares; 2025Q1: 678 shares; 2025Q2: 635 shares; 2025Q3: 635 shares; 2025Q4: 620 shares; 2026Q1: 502 shares 502 $217K 0.02% -118 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,703 shares; 2024Q4: 3,354 shares; 2025Q1: 3,272 shares; 2025Q2: 3,272 shares; 2025Q3: 3,272 shares; 2025Q4: 3,204 shares; 2026Q1: 3,204 shares 3,204 $217K 0.02% 0 Timeline TOLZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,600 shares; 2024Q4: 3,600 shares; 2025Q1: 3,600 shares; 2025Q2: 3,600 shares; 2025Q3: 3,600 shares; 2025Q4: 3,600 shares; 2026Q1: 3,600 shares 3,600 $216K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,091 shares; 2024Q4: 1,091 shares; 2025Q1: 1,000 shares; 2025Q2: 870 shares; 2025Q3: 746 shares; 2025Q4: 746 shares; 2026Q1: 746 shares 746 $214K 0.02% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 1,263 shares; 2025Q1: 1,264 shares; 2025Q2: 1,332 shares; 2025Q3: 1,219 shares; 2025Q4: 1,220 shares; 2026Q1: 1,165 shares 1,165 $212K 0.02% -55 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,442 shares; 2024Q4: 1,519 shares; 2025Q1: 1,618 shares; 2025Q2: 1,444 shares; 2025Q3: 1,446 shares; 2025Q4: 1,448 shares; 2026Q1: 1,450 shares 1,450 $211K 0.02% +2 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,304 shares; 2024Q4: 2,304 shares; 2025Q1: 2,304 shares; 2025Q2: 2,304 shares; 2025Q3: 2,304 shares; 2025Q4: 2,304 shares; 2026Q1: 2,304 shares 2,304 $204K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 2,145 shares; 2025Q3: 2,145 shares; 2025Q4: 2,145 shares; 2026Q1: 2,207 shares 2,207 $204K 0.02% +62 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,151 shares; 2024Q4: 5,174 shares; 2025Q1: 4,234 shares; 2025Q2: 3,907 shares; 2025Q3: 3,966 shares; 2025Q4: 3,966 shares; 2026Q1: 3,966 shares 3,966 $202K 0.02% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,426 shares; 2024Q4: 4,426 shares; 2025Q1: 4,426 shares; 2025Q2: 4,426 shares; 2025Q3: 4,426 shares; 2025Q4: 1,473 shares; 2026Q1: 4,426 shares 4,426 $201K 0.02% +2,953 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,251 shares; 2024Q4: 1,277 shares; 2025Q1: 1,276 shares; 2025Q2: 1,348 shares; 2025Q3: 1,348 shares; 2025Q4: 1,348 shares; 2026Q1: 1,431 shares 1,431 $199K 0.02% +83 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,952 shares; 2024Q4: 1,952 shares; 2025Q1: 1,840 shares; 2025Q2: 1,840 shares; 2025Q3: 2,047 shares; 2025Q4: 2,047 shares; 2026Q1: 2,047 shares 2,047 $199K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 793 shares; 2024Q4: 806 shares; 2025Q1: 795 shares; 2025Q2: 818 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $199K 0.02% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,842 shares; 2024Q4: 3,848 shares; 2025Q1: 3,628 shares; 2025Q2: 3,631 shares; 2025Q3: 3,631 shares; 2025Q4: 3,635 shares; 2026Q1: 3,274 shares 3,274 $198K 0.02% -361 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; 2024Q2: restricted; 2024Q3: 3,645 shares; 2024Q4: 3,682 shares; 2025Q1: 3,252 shares; 2025Q2: 3,376 shares; 2025Q3: 3,281 shares; 2025Q4: 3,203 shares; 2026Q1: 3,393 shares 3,393 $196K 0.02% +190 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,588 shares; 2024Q4: 4,191 shares; 2025Q1: 5,972 shares; 2025Q2: 4,398 shares; 2025Q3: 4,308 shares; 2025Q4: 4,334 shares; 2026Q1: 4,401 shares 4,401 $194K 0.02% +67 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 993 shares; 2024Q4: 1,041 shares; 2025Q1: 1,006 shares; 2025Q2: 1,079 shares; 2025Q3: 1,087 shares; 2025Q4: 1,093 shares; 2026Q1: 1,099 shares 1,099 $189K 0.02% +6 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; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 924 shares; 2025Q1: 941 shares; 2025Q2: 941 shares; 2025Q3: 941 shares; 2025Q4: 941 shares; 2026Q1: 941 shares 941 $187K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 959 shares; 2024Q4: 862 shares; 2025Q1: 784 shares; 2025Q2: 916 shares; 2025Q3: 916 shares; 2025Q4: 927 shares; 2026Q1: 931 shares 931 $185K 0.02% +4 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,142 shares; 2024Q4: 1,309 shares; 2025Q1: 1,369 shares; 2025Q2: 1,638 shares; 2025Q3: 1,633 shares; 2025Q4: 1,399 shares; 2026Q1: 1,399 shares 1,399 $185K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,364 shares; 2024Q4: 1,364 shares; 2025Q1: 1,364 shares; 2025Q2: 1,345 shares; 2025Q3: 1,345 shares; 2025Q4: 1,345 shares; 2026Q1: 1,345 shares 1,345 $183K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,843 shares; 2024Q4: 2,445 shares; 2025Q1: 2,446 shares; 2025Q2: 2,260 shares; 2025Q3: 2,259 shares; 2025Q4: 2,259 shares; 2026Q1: 2,259 shares 2,259 $181K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 484 shares; 2024Q4: 482 shares; 2025Q1: 479 shares; 2025Q2: 525 shares; 2025Q3: 525 shares; 2025Q4: 525 shares; 2026Q1: 525 shares 525 $181K 0.02% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,277 shares; 2024Q4: 2,305 shares; 2025Q1: 2,305 shares; 2025Q2: 2,305 shares; 2025Q3: 2,305 shares; 2025Q4: 2,305 shares; 2026Q1: 2,305 shares 2,305 $181K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,101 shares; 2024Q4: 1,102 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares; 2025Q3: 1,850 shares; 2025Q4: 1,850 shares; 2026Q1: 1,850 shares 1,850 $179K 0.02% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 199 shares; 2024Q4: 200 shares; 2025Q1: 202 shares; 2025Q2: 199 shares; 2025Q3: 199 shares; 2025Q4: 230 shares; 2026Q1: 251 shares 251 $178K 0.02% +21 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; 2024Q2: restricted; 2024Q3: 689 shares; 2024Q4: 689 shares; 2025Q1: 689 shares; 2025Q2: 684 shares; 2025Q3: 648 shares; 2025Q4: 581 shares; 2026Q1: 581 shares 581 $176K 0.02% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 7,587 shares; 2025Q1: 7,587 shares; 2025Q2: 7,587 shares; 2025Q3: 5,621 shares; 2025Q4: 5,675 shares; 2026Q1: 5,701 shares 5,701 $171K 0.02% +26 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; 2024Q2: restricted; 2024Q3: 8,939 shares; 2024Q4: 8,944 shares; 2025Q1: 8,950 shares; 2025Q2: 6,993 shares; 2025Q3: 6,838 shares; 2025Q4: 6,561 shares; 2026Q1: 6,567 shares 6,567 $170K 0.02% +6 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 871 shares; 2024Q4: 740 shares; 2025Q1: 727 shares; 2025Q2: 710 shares; 2025Q3: 711 shares; 2025Q4: 791 shares; 2026Q1: 696 shares 696 $169K 0.02% -95 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,613 shares; 2024Q4: 2,666 shares; 2025Q1: 2,726 shares; 2025Q2: 2,776 shares; 2025Q3: 2,828 shares; 2025Q4: 2,885 shares; 2026Q1: 2,939 shares 2,939 $168K 0.02% +54 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,501 shares; 2024Q4: 7,501 shares; 2025Q1: 7,501 shares; 2025Q2: 7,522 shares; 2025Q3: 7,538 shares; 2025Q4: 7,564 shares; 2026Q1: 7,584 shares 7,584 $167K 0.02% +20 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,825 shares; 2024Q4: 3,825 shares; 2025Q1: 3,825 shares; 2025Q2: 3,825 shares; 2025Q3: 3,825 shares; 2025Q4: 3,825 shares; 2026Q1: 3,825 shares 3,825 $162K 0.02% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,812 shares; 2024Q4: 1,812 shares; 2025Q1: 1,812 shares; 2025Q2: 1,812 shares; 2025Q3: 1,812 shares; 2025Q4: 1,812 shares; 2026Q1: 1,812 shares 1,812 $160K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820 shares; 2024Q4: 820 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 1,027 shares 1,027 $160K 0.02% +227 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,112 shares; 2024Q4: 3,060 shares; 2025Q1: 3,124 shares; 2025Q2: 2,044 shares; 2025Q3: 2,044 shares; 2025Q4: 1,622 shares; 2026Q1: 1,688 shares 1,688 $157K 0.02% +66 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 443 shares; 2024Q4: 443 shares; 2025Q1: 443 shares; 2025Q2: 443 shares; 2025Q3: 443 shares; 2025Q4: 443 shares; 2026Q1: 618 shares 618 $157K 0.02% +175 Timeline BYD BOYD GAMING CORP More: the full row for BOYD GAMING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,901 shares; 2024Q4: 1,901 shares; 2025Q1: 1,901 shares; 2025Q2: 1,901 shares; 2025Q3: 1,901 shares; 2025Q4: 1,901 shares; 2026Q1: 1,901 shares 1,901 $156K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 903 shares; 2024Q4: 903 shares; 2025Q1: 803 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $156K 0.02% 0 Timeline OGIG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,035 shares; 2024Q4: 4,035 shares; 2025Q1: 4,035 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 4,036 shares; 2026Q1: 3,811 shares 3,811 $156K 0.02% -225 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 438 shares; 2025Q1: 457 shares; 2025Q2: 14,171 shares; 2025Q3: 11,099 shares; 2025Q4: 76 shares; 2026Q1: 11,067 shares 11,067 $155K 0.02% +10,991 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,652 shares; 2024Q4: 2,915 shares; 2025Q1: 3,291 shares; 2025Q2: 2,995 shares; 2025Q3: 3,120 shares; 2025Q4: 3,267 shares; 2026Q1: 3,002 shares 3,002 $151K 0.02% -265 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 816 shares; 2024Q4: 816 shares; 2025Q1: 816 shares; 2025Q2: 817 shares; 2025Q3: 817 shares; 2025Q4: 817 shares; 2026Q1: 817 shares 817 $149K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,153 shares; 2024Q4: 1,161 shares; 2025Q1: 1,173 shares; 2025Q2: 1,214 shares; 2025Q3: 781 shares; 2025Q4: 850 shares; 2026Q1: 748 shares 748 $148K 0.02% -102 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,236 shares; 2024Q4: 4,818 shares; 2025Q1: 5,485 shares; 2025Q2: 5,610 shares; 2025Q3: 5,522 shares; 2025Q4: 5,475 shares; 2026Q1: 5,117 shares 5,117 $148K 0.02% -358 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,254 shares; 2025Q2: 1,691 shares; 2025Q3: 1,691 shares; 2025Q4: 1,769 shares; 2026Q1: 2,375 shares 2,375 $147K 0.02% +606 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 794 shares; 2024Q4: 794 shares; 2025Q1: 808 shares; 2025Q2: 862 shares; 2025Q3: 793 shares; 2025Q4: 740 shares; 2026Q1: 740 shares 740 $145K 0.02% 0 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; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 680 shares; 2025Q1: 682 shares; 2025Q2: 682 shares; 2025Q3: 682 shares; 2025Q4: 682 shares; 2026Q1: 682 shares 682 $144K 0.02% 0 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,566 shares; 2024Q4: 4,566 shares; 2025Q1: 4,566 shares; 2025Q2: 4,943 shares; 2025Q3: 4,945 shares; 2025Q4: 4,622 shares; 2026Q1: 2,086 shares 2,086 $144K 0.02% -2,536 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,601 shares; 2024Q4: 1,602 shares; 2025Q1: 1,602 shares; 2025Q2: 1,702 shares; 2025Q3: 1,702 shares; 2025Q4: 1,702 shares; 2026Q1: 1,787 shares 1,787 $142K 0.02% +85 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 640 shares; 2024Q4: 651 shares; 2025Q1: 658 shares; 2025Q2: 644 shares; 2025Q3: 644 shares; 2025Q4: 560 shares; 2026Q1: 397 shares 397 $141K 0.02% -163 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 896 shares; 2025Q1: 877 shares; 2025Q2: 869 shares; 2025Q3: 869 shares; 2025Q4: 949 shares; 2026Q1: 1,066 shares 1,066 $140K 0.02% +117 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,451 shares; 2024Q4: 2,659 shares; 2025Q1: 3,165 shares; 2025Q2: 2,935 shares; 2025Q3: 2,539 shares; 2025Q4: 2,249 shares; 2026Q1: 2,269 shares 2,269 $138K 0.02% +20 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,327 shares; 2025Q3: 1,296 shares; 2025Q4: 1,296 shares; 2026Q1: 1,296 shares 1,296 $138K 0.02% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 32,161 shares; 2026Q1: 2,600 shares 2,600 $138K 0.02% -29,561 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,999 shares; 2024Q4: 1,999 shares; 2025Q1: 1,295 shares; 2025Q2: 2,080 shares; 2025Q3: 2,286 shares; 2025Q4: 2,286 shares; 2026Q1: 1,729 shares 1,729 $136K 0.02% -557 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; 2024Q2: restricted; 2024Q3: 1,526 shares; 2024Q4: 1,423 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares; 2025Q3: 1,519 shares; 2025Q4: 755 shares; 2026Q1: 781 shares 781 $135K 0.02% +26 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 756 shares; 2024Q4: 787 shares; 2025Q1: 774 shares; 2025Q2: 843 shares; 2025Q3: 1,018 shares; 2025Q4: 939 shares; 2026Q1: 719 shares 719 $134K 0.02% -220 Timeline IDHQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,568 shares; 2024Q4: 2,575 shares; 2025Q1: 2,117 shares; 2025Q2: 3,010 shares; 2025Q3: 3,784 shares; 2025Q4: 3,792 shares; 2026Q1: 3,801 shares 3,801 $134K 0.02% +9 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,429 shares; 2024Q4: 1,422 shares; 2025Q1: 1,414 shares; 2025Q2: 1,415 shares; 2025Q3: 1,414 shares; 2025Q4: 1,400 shares; 2026Q1: 1,418 shares 1,418 $131K 0.01% +18 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,285 shares; 2024Q4: 2,345 shares; 2025Q1: 2,446 shares; 2025Q2: 2,081 shares; 2025Q3: 2,088 shares; 2025Q4: 2,289 shares; 2026Q1: 2,503 shares 2,503 $129K 0.01% +214 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 238 shares; 2024Q4: 242 shares; 2025Q1: 238 shares; 2025Q2: 225 shares; 2025Q3: 228 shares; 2025Q4: 228 shares; 2026Q1: 228 shares 228 $128K 0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,530 shares; 2024Q4: 2,530 shares; 2025Q1: 2,062 shares; 2025Q2: 2,062 shares; 2025Q3: 2,062 shares; 2025Q4: 2,062 shares; 2026Q1: 2,062 shares 2,062 $128K 0.01% 0 Timeline MFDX PIMCO EQUITY SER More: the full row for PIMCO EQUITY SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,721 shares; 2026Q1: 3,195 shares 3,195 $127K 0.01% +474 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,020 shares; 2024Q4: 5,020 shares; 2025Q1: 5,023 shares; 2025Q2: 5,060 shares; 2025Q3: 5,112 shares; 2025Q4: 5,208 shares; 2026Q1: 5,258 shares 5,258 $126K 0.01% +50 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 482 shares; 2025Q1: 475 shares; 2025Q2: 493 shares; 2025Q3: 498 shares; 2025Q4: 6 shares; 2026Q1: 774 shares 774 $124K 0.01% +768 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24 shares; 2024Q4: 25 shares; 2025Q1: 24 shares; 2025Q2: 24 shares; 2025Q3: 24 shares; 2025Q4: 24 shares; 2026Q1: 29 shares 29 $122K 0.01% +5 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,699 shares; 2024Q4: 1,699 shares; 2025Q1: 1,699 shares; 2025Q2: 1,699 shares; 2025Q3: 1,699 shares; 2025Q4: 1,702 shares; 2026Q1: 1,702 shares 1,702 $122K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 2,258 shares; 2025Q1: 2,258 shares; 2025Q2: 2,258 shares; 2025Q3: 2,134 shares; 2025Q4: 2,134 shares; 2026Q1: 2,134 shares 2,134 $120K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 196 shares; 2024Q4: 196 shares; 2025Q1: 201 shares; 2025Q2: 168 shares; 2025Q3: 168 shares; 2025Q4: 170 shares; 2026Q1: 170 shares 170 $119K 0.01% 0 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,903 shares; 2024Q4: 1,903 shares; 2025Q1: 1,903 shares; 2025Q2: 1,903 shares; 2025Q3: 1,903 shares; 2025Q4: 1,903 shares; 2026Q1: 1,903 shares 1,903 $119K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,309 shares; 2024Q4: 2,309 shares; 2025Q1: 2,309 shares; 2025Q2: 1,779 shares; 2025Q3: 1,923 shares; 2025Q4: 1,923 shares; 2026Q1: 1,779 shares 1,779 $118K 0.01% -144 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 556 shares; 2024Q4: 560 shares; 2025Q1: 555 shares; 2025Q2: 647 shares; 2025Q3: 647 shares; 2025Q4: 567 shares; 2026Q1: 567 shares 567 $118K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,183 shares; 2025Q1: 1,183 shares; 2025Q2: 1,183 shares; 2025Q3: 1,183 shares; 2025Q4: 1,183 shares; 2026Q1: 1,183 shares 1,183 $116K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902 shares; 2024Q4: 902 shares; 2025Q1: 902 shares; 2025Q2: 888 shares; 2025Q3: 888 shares; 2025Q4: 888 shares; 2026Q1: 2,474 shares 2,474 $115K 0.01% +1,586 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 626 shares; 2024Q4: 626 shares; 2025Q1: 599 shares; 2025Q2: 492 shares; 2025Q3: 492 shares; 2025Q4: 340 shares; 2026Q1: 340 shares 340 $113K 0.01% 0 Timeline ITDB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,817 shares; 2026Q1: 3,430 shares 3,430 $112K 0.01% +613 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,730 shares; 2024Q4: 1,730 shares; 2025Q1: 2,130 shares; 2025Q2: 2,130 shares; 2025Q3: 2,130 shares; 2025Q4: 2,715 shares; 2026Q1: 2,715 shares 2,715 $111K 0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,335 shares; 2024Q4: 3,335 shares; 2025Q1: 3,200 shares; 2025Q2: 3,454 shares; 2025Q3: 3,423 shares; 2025Q4: 3,535 shares; 2026Q1: 3,461 shares 3,461 $111K 0.01% -74 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; 2024Q2: restricted; 2024Q3: 4,850 shares; 2024Q4: 4,690 shares; 2025Q1: 5,553 shares; 2025Q2: 5,194 shares; 2025Q3: 4,696 shares; 2025Q4: 3,699 shares; 2026Q1: 3,845 shares 3,845 $110K 0.01% +146 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,542 shares; 2024Q4: 2,652 shares; 2025Q1: 2,180 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,676 shares; 2026Q1: 2,676 shares 2,676 $110K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 647 shares; 2024Q4: 647 shares; 2025Q1: 651 shares; 2025Q2: 666 shares; 2025Q3: 578 shares; 2025Q4: 459 shares; 2026Q1: 555 shares 555 $110K 0.01% +96 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,473 shares; 2024Q4: 1,473 shares; 2025Q1: 1,473 shares; 2025Q2: 1,473 shares; 2025Q3: 1,473 shares; 2025Q4: 4,426 shares; 2026Q1: 2,278 shares 2,278 $110K 0.01% -2,148 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 543 shares; 2024Q4: 543 shares; 2025Q1: 543 shares; 2025Q2: 543 shares; 2025Q3: 543 shares; 2025Q4: 543 shares; 2026Q1: 543 shares 543 $109K 0.01% 0 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares; 2025Q1: 2,600 shares; 2025Q2: 2,600 shares; 2025Q3: 2,600 shares; 2025Q4: 9,534 shares; 2026Q1: 2,600 shares 2,600 $109K 0.01% -6,934 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 440 shares; 2024Q4: 427 shares; 2025Q1: 379 shares; 2025Q2: 365 shares; 2025Q3: 365 shares; 2025Q4: 851 shares; 2026Q1: 365 shares 365 $108K 0.01% -486 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,226 shares; 2024Q4: 1,254 shares; 2025Q1: 1,232 shares; 2025Q2: 1,202 shares; 2025Q3: 1,202 shares; 2025Q4: 1,202 shares; 2026Q1: 1,202 shares 1,202 $108K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256 shares; 2024Q4: 556 shares; 2025Q1: 556 shares; 2025Q2: 552 shares; 2025Q3: 552 shares; 2025Q4: 552 shares; 2026Q1: 552 shares 552 $108K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 798 shares; 2024Q4: 916 shares; 2025Q1: 913 shares; 2025Q2: 913 shares; 2025Q3: 913 shares; 2025Q4: 913 shares; 2026Q1: 913 shares 913 $106K 0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,310 shares 2,310 $105K 0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 804 shares; 2025Q1: 804 shares; 2025Q2: 804 shares; 2025Q3: 804 shares; 2025Q4: 804 shares; 2026Q1: 804 shares 804 $105K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 1,959 shares; 2024Q4: 1,959 shares; 2025Q1: 1,959 shares; 2025Q2: 2,088 shares; 2025Q3: 2,088 shares; 2025Q4: 2,256 shares; 2026Q1: 2,264 shares 2,264 $104K 0.01% +8 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,175 shares; 2024Q4: 1,323 shares; 2025Q1: 1,293 shares; 2025Q2: 1,301 shares; 2025Q3: 1,301 shares; 2025Q4: 1,301 shares; 2026Q1: 1,301 shares 1,301 $103K 0.01% 0 Timeline INMU BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,672 shares; 2024Q4: 7,672 shares; 2025Q1: 4,302 shares; 2025Q2: 4,302 shares; 2025Q3: 4,302 shares; 2025Q4: 4,302 shares; 2026Q1: 4,302 shares 4,302 $103K 0.01% 0 Timeline JHEM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 2,848 shares; 2025Q2: 2,848 shares; 2025Q3: 2,848 shares; 2025Q4: 3,004 shares; 2026Q1: 3,004 shares 3,004 $103K 0.01% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 476 shares; 2025Q1: 467 shares; 2025Q2: 467 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 469 shares 469 $102K 0.01% +1 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; 2024Q2: restricted; 2024Q3: 236 shares; 2024Q4: 208 shares; 2025Q1: 218 shares; 2025Q2: 213 shares; 2025Q3: 213 shares; 2025Q4: 213 shares; 2026Q1: 213 shares 213 $101K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,092 shares; 2025Q1: 1,078 shares; 2025Q2: 1,067 shares; 2025Q3: 1,067 shares; 2025Q4: 1,067 shares; 2026Q1: 1,067 shares 1,067 $100K 0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 143,917 shares; 2026Q1: 2,099 shares 2,099 $100K 0.01% -141,818 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17 shares; 2024Q4: 17 shares; 2025Q1: 16 shares; 2025Q2: 14 shares; 2025Q3: 14 shares; 2025Q4: 14 shares; 2026Q1: 15 shares 15 $99K 0.01% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $99K 0.01% 0 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,519 shares; 2024Q4: 2,519 shares; 2025Q1: 2,519 shares; 2025Q2: 2,302 shares; 2025Q3: 2,302 shares; 2025Q4: 2,302 shares; 2026Q1: 2,302 shares 2,302 $99K 0.01% 0 Timeline NXT NEXTPOWER INC More: the full row for NEXTPOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 815 shares; 2024Q4: 815 shares; 2025Q1: 815 shares; 2025Q2: 815 shares; 2025Q3: 815 shares; 2025Q4: 815 shares; 2026Q1: 815 shares 815 $98K 0.01% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 301 shares; 2024Q4: 301 shares; 2025Q1: 301 shares; 2025Q2: 218 shares; 2025Q3: 218 shares; 2025Q4: 218 shares; 2026Q1: 161 shares 161 $96K 0.01% -57 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,507 shares; 2024Q4: 1,507 shares; 2025Q1: 1,507 shares; 2025Q2: 1,507 shares; 2025Q3: 1,507 shares; 2025Q4: 1,507 shares; 2026Q1: 1,507 shares 1,507 $96K 0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,303 shares; 2024Q4: 1,314 shares; 2025Q1: 1,308 shares; 2025Q2: 1,310 shares; 2025Q3: 1,242 shares; 2025Q4: 1,244 shares; 2026Q1: 1,311 shares 1,311 $95K 0.01% +67 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,939 shares; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 2,103 shares; 2025Q3: 2,098 shares; 2025Q4: 2,098 shares; 2026Q1: 2,098 shares 2,098 $95K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 1,022 shares; 2025Q4: 847 shares; 2026Q1: 342 shares 342 $94K 0.01% -505 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 519 shares; 2024Q4: 524 shares; 2025Q1: 850 shares; 2025Q2: 850 shares; 2025Q3: 851 shares; 2025Q4: 852 shares; 2026Q1: 853 shares 853 $94K 0.01% +1 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 292 shares; 2024Q4: 292 shares; 2025Q1: 292 shares; 2025Q2: 292 shares; 2025Q3: 292 shares; 2025Q4: 648 shares; 2026Q1: 1,580 shares 1,580 $92K 0.01% +932 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391 shares; 2024Q4: 391 shares; 2025Q1: 391 shares; 2025Q2: 391 shares; 2025Q3: 391 shares; 2025Q4: 207 shares; 2026Q1: 468 shares 468 $92K 0.01% +261 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,439 shares; 2026Q1: 1,969 shares 1,969 $92K 0.01% +530 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 478 shares; 2024Q4: 618 shares; 2025Q1: 684 shares; 2025Q2: 650 shares; 2025Q3: 652 shares; 2025Q4: 653 shares; 2026Q1: 690 shares 690 $91K 0.01% +37 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,032 shares 2,032 $91K 0.01% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 308 shares; 2024Q4: 308 shares; 2025Q1: 308 shares; 2025Q2: 310 shares; 2025Q3: 308 shares; 2025Q4: 318 shares; 2026Q1: 308 shares 308 $90K 0.01% -10 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,079 shares; 2024Q4: 1,666 shares; 2025Q1: 1,666 shares; 2025Q2: 1,666 shares; 2025Q3: 1,666 shares; 2025Q4: 1,666 shares; 2026Q1: 1,666 shares 1,666 $90K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35 shares; 2024Q4: 35 shares; 2025Q1: 37 shares; 2025Q2: 21 shares; 2025Q3: 63 shares; 2025Q4: 63 shares; 2026Q1: 91 shares 91 $89K 0.01% +28 Timeline IMFL INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,798 shares; 2024Q4: 2,798 shares; 2025Q1: 2,798 shares; 2025Q2: 2,798 shares; 2025Q3: 2,798 shares; 2025Q4: 2,798 shares; 2026Q1: 2,798 shares 2,798 $89K 0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 240 shares; 2024Q4: 240 shares; 2025Q1: 240 shares; 2025Q2: 240 shares; 2025Q3: 240 shares; 2025Q4: 240 shares; 2026Q1: 241 shares 241 $88K 0.01% +1 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,093 shares; 2024Q4: 3,649 shares; 2025Q1: 3,707 shares; 2025Q2: 3,774 shares; 2025Q3: 3,846 shares; 2025Q4: 3,922 shares; 2026Q1: 4,550 shares 4,550 $88K 0.01% +628 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 405 shares; 2024Q4: 410 shares; 2025Q1: 640 shares; 2025Q2: 764 shares; 2025Q3: 725 shares; 2025Q4: 722 shares; 2026Q1: 640 shares 640 $87K 0.01% -82 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 429 shares; 2025Q1: 429 shares; 2025Q2: 429 shares; 2025Q3: 429 shares; 2025Q4: 429 shares; 2026Q1: 429 shares 429 $87K 0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,740 shares 1,740 $86K 0.01% new Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,382 shares; 2024Q4: 1,382 shares; 2025Q1: 1,382 shares; 2025Q2: 1,382 shares; 2025Q3: 1,382 shares; 2025Q4: 1,382 shares; 2026Q1: 1,463 shares 1,463 $86K 0.01% +81 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; 2024Q2: restricted; 2024Q3: 957 shares; 2024Q4: 955 shares; 2025Q1: 965 shares; 2025Q2: 1,144 shares; 2025Q3: 961 shares; 2025Q4: 1,291 shares; 2026Q1: 1,319 shares 1,319 $85K 0.01% +28 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,333 shares; 2024Q4: 1,428 shares; 2025Q1: 1,410 shares; 2025Q2: 924 shares; 2025Q3: 558 shares; 2025Q4: 553 shares; 2026Q1: 537 shares 537 $84K 0.01% -16 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,056 shares; 2024Q4: 1,056 shares; 2025Q1: 1,061 shares; 2025Q2: 1,061 shares; 2025Q3: 1,061 shares; 2025Q4: 1,061 shares; 2026Q1: 1,268 shares 1,268 $84K 0.01% +207 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97 shares; 2024Q4: 128 shares; 2025Q1: 97 shares; 2025Q2: 192 shares; 2025Q3: 192 shares; 2025Q4: 224 shares; 2026Q1: 247 shares 247 $83K 0.01% +23 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,232 shares; 2024Q4: 1,232 shares; 2025Q1: 1,232 shares; 2025Q2: 1,232 shares; 2025Q3: 1,232 shares; 2025Q4: 1,232 shares; 2026Q1: 1,232 shares 1,232 $83K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 960 shares; 2024Q4: 960 shares; 2025Q1: 960 shares; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 960 shares; 2026Q1: 960 shares 960 $82K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 334 shares; 2024Q4: 334 shares; 2025Q1: 345 shares; 2025Q2: 334 shares; 2025Q3: 334 shares; 2025Q4: 197 shares; 2026Q1: 390 shares 390 $82K 0.01% +193 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 255 shares; 2024Q4: 255 shares; 2025Q1: 257 shares; 2025Q2: 255 shares; 2025Q3: 255 shares; 2025Q4: 258 shares; 2026Q1: 261 shares 261 $82K 0.01% +3 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64 shares; 2024Q4: 63 shares; 2025Q1: 63 shares; 2025Q2: 65 shares; 2025Q3: 65 shares; 2025Q4: 65 shares; 2026Q1: 65 shares 65 $82K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 821 shares; 2024Q4: 884 shares; 2025Q1: 788 shares; 2025Q2: 813 shares; 2025Q3: 849 shares; 2025Q4: 788 shares; 2026Q1: 871 shares 871 $81K 0.01% +83 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319 shares; 2024Q4: 347 shares; 2025Q1: 335 shares; 2025Q2: 349 shares; 2025Q3: 308 shares; 2025Q4: 1,219 shares; 2026Q1: 296 shares 296 $79K 0.01% -923 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 393 shares; 2024Q4: 393 shares; 2025Q1: 317 shares; 2025Q2: 317 shares; 2025Q3: 317 shares; 2025Q4: 317 shares; 2026Q1: 317 shares 317 $79K 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 297 shares; 2024Q4: 298 shares; 2025Q1: 1,139 shares; 2025Q2: 1,110 shares; 2025Q3: 1,110 shares; 2025Q4: 1,110 shares; 2026Q1: 1,111 shares 1,111 $79K 0.01% +1 Timeline RDWR RADWARE LTD More: the full row for RADWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,000 shares 3,000 $79K 0.01% new Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 854 shares; 2024Q4: 791 shares; 2025Q1: 947 shares; 2025Q2: 962 shares; 2025Q3: 961 shares; 2025Q4: 931 shares; 2026Q1: 1,078 shares 1,078 $78K 0.01% +147 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 242 shares; 2024Q4: 242 shares; 2025Q1: 246 shares; 2025Q2: 186 shares; 2025Q3: 186 shares; 2025Q4: 186 shares; 2026Q1: 186 shares 186 $78K 0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201 shares; 2024Q4: 199 shares; 2025Q1: 187 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 265 shares; 2026Q1: 287 shares 287 $78K 0.01% +22 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 567 shares; 2024Q4: 763 shares; 2025Q1: 671 shares; 2025Q2: 585 shares; 2025Q3: 609 shares; 2025Q4: 695 shares; 2026Q1: 609 shares 609 $77K 0.01% -86 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 526 shares; 2024Q4: 526 shares; 2025Q1: 526 shares; 2025Q2: 531 shares; 2025Q3: 531 shares; 2025Q4: 531 shares; 2026Q1: 531 shares 531 $77K 0.01% 0 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345 shares; 2024Q4: 345 shares; 2025Q1: 345 shares; 2025Q2: 343 shares; 2025Q3: 343 shares; 2025Q4: 343 shares; 2026Q1: 411 shares 411 $77K 0.01% +68 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 268 shares; 2024Q4: 268 shares; 2025Q1: 268 shares; 2025Q2: 253 shares; 2025Q3: 253 shares; 2025Q4: 253 shares; 2026Q1: 253 shares 253 $77K 0.01% 0 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,572 shares; 2024Q4: 3,097 shares; 2025Q1: 2,929 shares; 2025Q2: 2,933 shares; 2025Q3: 2,057 shares; 2025Q4: 2,063 shares; 2026Q1: 1,548 shares 1,548 $77K 0.01% -515 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 575 shares; 2025Q1: 578 shares; 2025Q2: 307 shares; 2025Q3: 307 shares; 2025Q4: 266 shares; 2026Q1: 266 shares 266 $76K 0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 138 shares; 2024Q4: 138 shares; 2025Q1: 138 shares; 2025Q2: 158 shares; 2025Q3: 197 shares; 2025Q4: 141 shares; 2026Q1: 191 shares 191 $76K 0.01% +50 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,505 shares; 2025Q3: 2,954 shares; 2025Q4: 4,347 shares; 2026Q1: 4,347 shares 4,347 $76K 0.01% 0 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423 shares; 2024Q4: 1,423 shares; 2025Q1: 1,423 shares; 2025Q2: 1,423 shares; 2025Q3: 1,423 shares; 2025Q4: 1,423 shares; 2026Q1: 1,423 shares 1,423 $75K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147 shares; 2024Q4: 147 shares; 2025Q1: 147 shares; 2025Q2: 139 shares; 2025Q3: 139 shares; 2025Q4: 139 shares; 2026Q1: 139 shares 139 $75K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,441 shares; 2024Q4: 1,190 shares; 2025Q1: 1,187 shares; 2025Q2: 1,253 shares; 2025Q3: 1,271 shares; 2025Q4: 1,269 shares; 2026Q1: 1,269 shares 1,269 $75K 0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 124 shares; 2025Q3: 124 shares; 2025Q4: 5 shares; 2026Q1: 124 shares 124 $75K 0.01% +119 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 489 shares; 2024Q4: 541 shares; 2025Q1: 499 shares; 2025Q2: 487 shares; 2025Q3: 487 shares; 2025Q4: 487 shares; 2026Q1: 541 shares 541 $74K 0.01% +54 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; 2024Q2: restricted; 2024Q3: 243 shares; 2024Q4: 206 shares; 2025Q1: 220 shares; 2025Q2: 206 shares; 2025Q3: 251 shares; 2025Q4: 262 shares; 2026Q1: 250 shares 250 $73K 0.01% -12 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 496 shares; 2024Q4: 496 shares; 2025Q1: 496 shares; 2025Q2: 548 shares; 2025Q3: 548 shares; 2025Q4: 548 shares; 2026Q1: 548 shares 548 $72K 0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 270 shares; 2024Q4: 1,968 shares; 2025Q1: 1,968 shares; 2025Q2: 1,968 shares; 2025Q3: 1,968 shares; 2025Q4: 1,968 shares; 2026Q1: 1,968 shares 1,968 $72K 0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 187 shares; 2025Q1: 294 shares; 2025Q2: 294 shares; 2025Q3: 294 shares; 2025Q4: 328 shares; 2026Q1: 357 shares 357 $71K 0.01% +29 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186 shares; 2024Q4: 272 shares; 2025Q1: 274 shares; 2025Q2: 272 shares; 2025Q3: 272 shares; 2025Q4: 297 shares; 2026Q1: 282 shares 282 $70K 0.01% -15 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 535 shares; 2025Q1: 567 shares; 2025Q2: 540 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 854 shares 854 $70K 0.01% +319 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 928 shares; 2024Q4: 763 shares; 2025Q1: 716 shares; 2025Q2: 715 shares; 2025Q3: 579 shares; 2025Q4: 772 shares; 2026Q1: 827 shares 827 $70K 0.01% +55 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 221 shares; 2024Q4: 221 shares; 2025Q1: 245 shares; 2025Q2: 241 shares; 2025Q3: 243 shares; 2025Q4: 242 shares; 2026Q1: 242 shares 242 $69K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 411 shares; 2024Q4: 411 shares; 2025Q1: 411 shares; 2025Q2: 411 shares; 2025Q3: 411 shares; 2025Q4: 378 shares; 2026Q1: 330 shares 330 $68K 0.01% -48 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 361 shares; 2024Q4: 361 shares; 2025Q1: 361 shares; 2025Q2: 361 shares; 2025Q3: 361 shares; 2025Q4: 3 shares; 2026Q1: 361 shares 361 $68K 0.01% +358 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197 shares; 2024Q4: 197 shares; 2025Q1: 197 shares; 2025Q2: 197 shares; 2025Q3: 197 shares; 2025Q4: 391 shares; 2026Q1: 197 shares 197 $67K 0.01% -194 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; 2024Q2: restricted; 2024Q3: 989 shares; 2024Q4: 1,060 shares; 2025Q1: 1,092 shares; 2025Q2: 1,062 shares; 2025Q3: 1,062 shares; 2025Q4: 1,062 shares; 2026Q1: 1,088 shares 1,088 $67K 0.01% +26 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 873 shares; 2025Q1: 873 shares; 2025Q2: 873 shares; 2025Q3: 873 shares; 2025Q4: 858 shares; 2026Q1: 859 shares 859 $67K 0.01% +1 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,824 shares; 2024Q4: 5,824 shares; 2025Q1: 2,901 shares; 2025Q2: 2,901 shares; 2025Q3: 2,901 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $67K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,350 shares; 2024Q4: 1,365 shares; 2025Q1: 1,334 shares; 2025Q2: 1,257 shares; 2025Q3: 1,259 shares; 2025Q4: 1,260 shares; 2026Q1: 1,261 shares 1,261 $66K 0.01% +1 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 702 shares; 2024Q4: 702 shares; 2025Q1: 602 shares; 2025Q2: 533 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $66K 0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88 shares; 2024Q4: 87 shares; 2025Q1: 90 shares; 2025Q2: 87 shares; 2025Q3: 89 shares; 2025Q4: 132 shares; 2026Q1: 200 shares 200 $65K 0.01% +68 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; 2024Q2: restricted; 2024Q3: 368 shares; 2024Q4: 382 shares; 2025Q1: 379 shares; 2025Q2: 366 shares; 2025Q3: 366 shares; 2025Q4: 366 shares; 2026Q1: 370 shares 370 $65K 0.01% +4 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; 2024Q2: restricted; 2024Q3: 392 shares; 2024Q4: 392 shares; 2025Q1: 392 shares; 2025Q2: 421 shares; 2025Q3: 421 shares; 2025Q4: 421 shares; 2026Q1: 394 shares 394 $64K 0.01% -27 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 433 shares; 2024Q4: 433 shares; 2025Q1: 433 shares; 2025Q2: 433 shares; 2025Q3: 433 shares; 2025Q4: 433 shares; 2026Q1: 433 shares 433 $63K 0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149 shares; 2024Q4: 149 shares; 2025Q1: 150 shares; 2025Q2: 161 shares; 2025Q3: 161 shares; 2025Q4: 161 shares; 2026Q1: 161 shares 161 $63K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,334 shares; 2024Q4: 1,337 shares; 2025Q1: 1,263 shares; 2025Q2: 941 shares; 2025Q3: 1,371 shares; 2025Q4: 537 shares; 2026Q1: 533 shares 533 $63K 0.01% -4 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366 shares; 2024Q4: 386 shares; 2025Q1: 386 shares; 2025Q2: 549 shares; 2025Q3: 546 shares; 2025Q4: 546 shares; 2026Q1: 551 shares 551 $62K 0.01% +5 Timeline UI UBIQUITI INC More: the full row for UBIQUITI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79 shares; 2024Q4: 79 shares; 2025Q1: 79 shares; 2025Q2: 79 shares; 2025Q3: 79 shares; 2025Q4: 79 shares; 2026Q1: 79 shares 79 $62K 0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 310 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 309 shares; 2025Q3: 309 shares; 2025Q4: 309 shares; 2026Q1: 309 shares 309 $61K 0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 223 shares; 2024Q4: 223 shares; 2025Q1: 223 shares; 2025Q2: 215 shares; 2025Q3: 220 shares; 2025Q4: 220 shares; 2026Q1: 216 shares 216 $60K 0.01% -4 Timeline VCRM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $60K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 986 shares; 2024Q4: 687 shares; 2025Q1: 1,021 shares; 2025Q2: 902 shares; 2025Q3: 819 shares; 2025Q4: 819 shares; 2026Q1: 820 shares 820 $59K 0.01% +1 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48 shares; 2024Q4: 48 shares; 2025Q1: 52 shares; 2025Q2: 52 shares; 2025Q3: 63 shares; 2025Q4: 64 shares; 2026Q1: 67 shares 67 $59K 0.01% +3 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,338 shares; 2024Q4: 3,077 shares; 2025Q1: 3,077 shares; 2025Q2: 2,912 shares; 2025Q3: 2,913 shares; 2025Q4: 1,530 shares; 2026Q1: 1,115 shares 1,115 $59K 0.01% -415 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 678 shares; 2024Q4: 678 shares; 2025Q1: 678 shares; 2025Q2: 664 shares; 2025Q3: 664 shares; 2025Q4: 713 shares; 2026Q1: 959 shares 959 $59K 0.01% +246 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 404 shares; 2024Q4: 404 shares; 2025Q1: 404 shares; 2025Q2: 404 shares; 2025Q3: 404 shares; 2025Q4: 404 shares; 2026Q1: 361 shares 361 $58K 0.01% -43 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 512 shares; 2024Q4: 512 shares; 2025Q1: 513 shares; 2025Q2: 503 shares; 2025Q3: 503 shares; 2025Q4: 503 shares; 2026Q1: 503 shares 503 $58K 0.01% 0 Timeline PCVX VAXCYTE INC More: the full row for VAXCYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,000 shares 1,000 $58K 0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 719 shares; 2024Q4: 546 shares; 2025Q1: 783 shares; 2025Q2: 780 shares; 2025Q3: 784 shares; 2025Q4: 781 shares; 2026Q1: 786 shares 786 $57K 0.01% +5 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 436 shares; 2024Q4: 436 shares; 2025Q1: 436 shares; 2025Q2: 436 shares; 2025Q3: 436 shares; 2025Q4: 436 shares; 2026Q1: 444 shares 444 $56K 0.01% +8 Timeline RSPA INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $56K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 482 shares; 2024Q4: 501 shares; 2025Q1: 470 shares; 2025Q2: 468 shares; 2025Q3: 468 shares; 2025Q4: 468 shares; 2026Q1: 468 shares 468 $55K 0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 1,009 shares; 2025Q1: 1,009 shares; 2025Q2: 1,009 shares; 2025Q3: 1,028 shares; 2025Q4: 1,033 shares; 2026Q1: 1,033 shares 1,033 $55K 0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 94 shares; 2024Q4: 96 shares; 2025Q1: 106 shares; 2025Q2: 83 shares; 2025Q3: 83 shares; 2025Q4: 412 shares; 2026Q1: 516 shares 516 $54K 0.01% +104 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191 shares; 2024Q4: 191 shares; 2025Q1: 191 shares; 2025Q2: 193 shares; 2025Q3: 193 shares; 2025Q4: 191 shares; 2026Q1: 191 shares 191 $54K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,174 shares; 2024Q4: 1,174 shares; 2025Q1: 900 shares; 2025Q2: 903 shares; 2025Q3: 903 shares; 2025Q4: 905 shares; 2026Q1: 904 shares 904 $54K 0.01% -1 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162 shares; 2024Q4: 162 shares; 2025Q1: 162 shares; 2025Q2: 162 shares; 2025Q3: 162 shares; 2025Q4: 162 shares; 2026Q1: 163 shares 163 $54K 0.01% +1 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 143 shares; 2024Q4: 143 shares; 2025Q1: 143 shares; 2025Q2: 141 shares; 2025Q3: 141 shares; 2025Q4: 113 shares; 2026Q1: 182 shares 182 $54K 0.01% +69 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804 shares; 2024Q4: 826 shares; 2025Q1: 826 shares; 2025Q2: 826 shares; 2025Q3: 826 shares; 2025Q4: 826 shares; 2026Q1: 826 shares 826 $53K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 429 shares; 2024Q4: 942 shares; 2025Q1: 929 shares; 2025Q2: 1,083 shares; 2025Q3: 1,084 shares; 2025Q4: 1,085 shares; 2026Q1: 1,086 shares 1,086 $53K 0.01% +1 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 960 shares; 2025Q3: 960 shares; 2025Q4: 735 shares; 2026Q1: 485 shares 485 $53K 0.01% -250 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 466 shares; 2024Q4: 342 shares; 2025Q1: 382 shares; 2025Q2: 823 shares; 2025Q3: 823 shares; 2025Q4: 823 shares; 2026Q1: 823 shares 823 $53K 0.01% 0 Timeline PESI PERMA-FIX ENVIRONMENTAL SVCS More: the full row for PERMA-FIX ENVIRONMENTAL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,000 shares 5,000 $53K 0.01% new Timeline ITDE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,475 shares; 2026Q1: 1,475 shares 1,475 $53K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 248 shares; 2025Q1: 244 shares; 2025Q2: 290 shares; 2025Q3: 290 shares; 2025Q4: 298 shares; 2026Q1: 420 shares 420 $52K 0.01% +122 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26 shares; 2024Q4: 26 shares; 2025Q1: 26 shares; 2025Q2: 26 shares; 2025Q3: 279 shares; 2025Q4: 252 shares; 2026Q1: 633 shares 633 $52K 0.01% +381 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 284 shares; 2025Q1: 284 shares; 2025Q2: 323 shares; 2025Q3: 323 shares; 2025Q4: 334 shares; 2026Q1: 296 shares 296 $52K 0.01% -38 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,728 shares; 2024Q4: 1,738 shares; 2025Q1: 2,504 shares; 2025Q2: 2,570 shares; 2025Q3: 2,580 shares; 2025Q4: 2,590 shares; 2026Q1: 2,600 shares 2,600 $52K 0.01% +10 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 76 shares; 2024Q4: 76 shares; 2025Q1: 76 shares; 2025Q2: 110 shares; 2025Q3: 110 shares; 2025Q4: 123 shares; 2026Q1: 185 shares 185 $52K 0.01% +62 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares; 2025Q3: 178 shares; 2025Q4: 178 shares; 2026Q1: 178 shares 178 $52K 0.01% 0 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; 2024Q2: restricted; 2024Q3: 853 shares; 2024Q4: 856 shares; 2025Q1: 859 shares; 2025Q2: 863 shares; 2025Q3: 868 shares; 2025Q4: 872 shares; 2026Q1: 1,036 shares 1,036 $51K 0.01% +164 Timeline TEX TEREX CORP NEW More: the full row for TEREX CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 851 shares; 2024Q4: 851 shares; 2025Q1: 851 shares; 2025Q2: 851 shares; 2025Q3: 851 shares; 2025Q4: 89 shares; 2026Q1: 851 shares 851 $50K 0.01% +762 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 437 shares; 2024Q4: 437 shares; 2025Q1: 437 shares; 2025Q2: 437 shares; 2025Q3: 437 shares; 2025Q4: 437 shares; 2026Q1: 437 shares 437 $50K 0.01% 0 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares; 2025Q3: 1,600 shares; 2025Q4: 1,600 shares; 2026Q1: 1,600 shares 1,600 $50K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 506 shares; 2025Q1: 506 shares; 2025Q2: 511 shares; 2025Q3: 517 shares; 2025Q4: 524 shares; 2026Q1: 532 shares 532 $50K 0.01% +8 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98 shares; 2024Q4: 98 shares; 2025Q1: 98 shares; 2025Q2: 91 shares; 2025Q3: 91 shares; 2025Q4: 97 shares; 2026Q1: 112 shares 112 $49K 0.01% +15 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; 2024Q2: restricted; 2024Q3: 493 shares; 2024Q4: 493 shares; 2025Q1: 493 shares; 2025Q2: 493 shares; 2025Q3: 493 shares; 2025Q4: 493 shares; 2026Q1: 493 shares 493 $49K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211 shares; 2024Q4: 211 shares; 2025Q1: 211 shares; 2025Q2: 211 shares; 2025Q3: 211 shares; 2025Q4: 211 shares; 2026Q1: 211 shares 211 $49K 0.01% 0 Timeline