FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 581,552 shares; 2025Q1: 771,340 shares; 2025Q2: 924,623 shares; 2025Q3: 1,003,372 shares; 2025Q4: 1,072,904 shares; 2026Q1: 1,051,665 shares 1,051,665 $51.5M 6.91% -21,239 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: restricted; 2024Q4: 160,494 shares; 2025Q1: 189,681 shares; 2025Q2: 196,169 shares; 2025Q3: 199,485 shares; 2025Q4: 206,552 shares; 2026Q1: 200,326 shares 200,326 $43.1M 5.79% -6,226 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: restricted; 2024Q4: 60,868 shares; 2025Q1: 62,282 shares; 2025Q2: 60,253 shares; 2025Q3: 60,932 shares; 2025Q4: 62,025 shares; 2026Q1: 63,290 shares 63,290 $41.3M 5.55% +1,265 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: restricted; 2024Q4: 364,500 shares; 2025Q1: 377,653 shares; 2025Q2: 375,744 shares; 2025Q3: 384,891 shares; 2025Q4: 389,335 shares; 2026Q1: 423,173 shares 423,173 $35M 4.7% +33,838 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: restricted; 2024Q4: 89,455 shares; 2025Q1: 79,899 shares; 2025Q2: 82,157 shares; 2025Q3: 83,851 shares; 2025Q4: 83,815 shares; 2026Q1: 73,740 shares 73,740 $31.4M 4.22% -10,075 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 470,882 shares; 2025Q1: 473,139 shares; 2025Q2: 517,157 shares; 2025Q3: 536,064 shares; 2025Q4: 648,730 shares; 2026Q1: 656,955 shares 656,955 $30.3M 4.06% +8,225 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: restricted; 2024Q4: 41,031 shares; 2025Q1: 39,541 shares; 2025Q2: 42,169 shares; 2025Q3: 45,909 shares; 2025Q4: 46,767 shares; 2026Q1: 44,164 shares 44,164 $25.5M 3.42% -2,603 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 309,857 shares; 2025Q1: 337,158 shares; 2025Q2: 420,353 shares; 2025Q3: 420,195 shares; 2025Q4: 445,624 shares; 2026Q1: 446,612 shares 446,612 $22.6M 3.04% +988 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 37,620 shares; 2025Q1: 36,879 shares; 2025Q2: 37,694 shares; 2025Q3: 37,860 shares; 2025Q4: 37,801 shares; 2026Q1: 30,531 shares 30,531 $21.3M 2.86% -7,270 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: restricted; 2024Q4: 122,693 shares; 2025Q1: 117,551 shares; 2025Q2: 129,985 shares; 2025Q3: 155,670 shares; 2025Q4: 160,514 shares; 2026Q1: 164,228 shares 164,228 $15.5M 2.08% +3,714 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: restricted; 2024Q4: 109,201 shares; 2025Q1: 86,232 shares; 2025Q2: 92,078 shares; 2025Q3: 94,604 shares; 2025Q4: 98,503 shares; 2026Q1: 100,404 shares 100,404 $14.9M 2% +1,901 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: restricted; 2024Q4: 52,944 shares; 2025Q1: 56,188 shares; 2025Q2: 60,739 shares; 2025Q3: 59,725 shares; 2025Q4: 59,951 shares; 2026Q1: 58,375 shares 58,375 $14.8M 1.99% -1,576 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 127,306 shares 127,306 $14.1M 1.89% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 15,746 shares; 2025Q1: 16,633 shares; 2025Q2: 17,572 shares; 2025Q3: 20,142 shares; 2025Q4: 20,777 shares; 2026Q1: 21,392 shares 21,392 $13.9M 1.87% +615 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,154 shares; 2025Q4: 8,401 shares; 2026Q1: 198,992 shares 198,992 $13.9M 1.86% +190,591 Timeline JBND J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,168 shares; 2025Q4: 178,190 shares; 2026Q1: 227,847 shares 227,847 $12.3M 1.65% +49,657 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: restricted; 2024Q4: 1,547 shares; 2025Q1: 1,855 shares; 2025Q2: 18,455 shares; 2025Q3: 26,076 shares; 2025Q4: 26,221 shares; 2026Q1: 42,381 shares 42,381 $11.1M 1.49% +16,160 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: restricted; 2024Q4: 50,187 shares; 2025Q1: 49,324 shares; 2025Q2: 49,378 shares; 2025Q3: 49,247 shares; 2025Q4: 49,422 shares; 2026Q1: 50,973 shares 50,973 $10.6M 1.43% +1,551 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: restricted; 2024Q4: 25,063 shares; 2025Q1: 28,886 shares; 2025Q2: 28,168 shares; 2025Q3: 28,600 shares; 2025Q4: 28,092 shares; 2026Q1: 28,478 shares 28,478 $10.5M 1.42% +386 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: restricted; 2024Q4: not reported; 2025Q1: 104,484 shares; 2025Q2: 184,141 shares; 2025Q3: 206,025 shares; 2025Q4: 229,059 shares; 2026Q1: 243,396 shares 243,396 $10.4M 1.39% +14,337 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: restricted; 2024Q4: 31,203 shares; 2025Q1: 35,668 shares; 2025Q2: 35,260 shares; 2025Q3: 35,393 shares; 2025Q4: 35,195 shares; 2026Q1: 35,114 shares 35,114 $10.1M 1.36% -81 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: restricted; 2024Q4: 21,225 shares; 2025Q1: 50,644 shares; 2025Q2: 93,454 shares; 2025Q3: 90,010 shares; 2025Q4: 50,284 shares; 2026Q1: 97,715 shares 97,715 $9.84M 1.32% +47,431 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: restricted; 2024Q4: 7,925 shares; 2025Q1: 8,081 shares; 2025Q2: 7,900 shares; 2025Q3: 8,273 shares; 2025Q4: 8,248 shares; 2026Q1: 45,929 shares 45,929 $9.01M 1.21% +37,681 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: restricted; 2024Q4: 13,652 shares; 2025Q1: 13,317 shares; 2025Q2: 15,908 shares; 2025Q3: 17,170 shares; 2025Q4: 16,230 shares; 2026Q1: 16,665 shares 16,665 $7.99M 1.07% +435 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,644 shares; 2025Q1: 4,557 shares; 2025Q2: 90,848 shares; 2025Q3: 102,407 shares; 2025Q4: 131,716 shares; 2026Q1: 149,876 shares 149,876 $7.78M 1.05% +18,160 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 77,374 shares; 2025Q1: 85,001 shares; 2025Q2: 121,438 shares; 2025Q3: 129,615 shares; 2025Q4: 136,874 shares; 2026Q1: 150,291 shares 150,291 $7.5M 1.01% +13,417 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: restricted; 2024Q4: 98,182 shares; 2025Q1: 104,100 shares; 2025Q2: 106,080 shares; 2025Q3: 112,268 shares; 2025Q4: 121,790 shares; 2026Q1: 130,582 shares 130,582 $7.4M 0.99% +8,792 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: restricted; 2024Q4: not reported; 2025Q1: 6,416 shares; 2025Q2: 8,243 shares; 2025Q3: 13,883 shares; 2025Q4: 101,368 shares; 2026Q1: 138,983 shares 138,983 $7.09M 0.95% +37,615 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: restricted; 2024Q4: 54,244 shares; 2025Q1: 34,749 shares; 2025Q2: 36,113 shares; 2025Q3: 37,417 shares; 2025Q4: 37,526 shares; 2026Q1: 37,586 shares 37,586 $6.56M 0.88% +60 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: restricted; 2024Q4: 10,110 shares; 2025Q1: 10,273 shares; 2025Q2: 10,485 shares; 2025Q3: 10,878 shares; 2025Q4: 11,390 shares; 2026Q1: 11,438 shares 11,438 $6.54M 0.88% +48 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: restricted; 2024Q4: 65,834 shares; 2025Q1: 65,806 shares; 2025Q2: 69,088 shares; 2025Q3: 71,229 shares; 2025Q4: 70,442 shares; 2026Q1: 71,225 shares 71,225 $6.32M 0.85% +783 Timeline GMUB 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 16,528 shares; 2025Q4: 94,807 shares; 2026Q1: 122,703 shares 122,703 $6.25M 0.84% +27,896 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: restricted; 2024Q4: 5,989 shares; 2025Q1: 5,939 shares; 2025Q2: 5,990 shares; 2025Q3: 6,090 shares; 2025Q4: 6,116 shares; 2026Q1: 6,172 shares 6,172 $6.15M 0.83% +56 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 141,581 shares; 2025Q1: 149,714 shares; 2025Q2: 173,720 shares; 2025Q3: 178,040 shares; 2025Q4: 182,749 shares; 2026Q1: 191,893 shares 191,893 $5.85M 0.79% +9,144 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: restricted; 2024Q4: 15,814 shares; 2025Q1: 16,845 shares; 2025Q2: 16,539 shares; 2025Q3: 17,154 shares; 2025Q4: 17,518 shares; 2026Q1: 17,920 shares 17,920 $5.75M 0.77% +402 Timeline VFVA 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 41,562 shares; 2025Q4: 41,942 shares; 2026Q1: 42,269 shares 42,269 $5.69M 0.76% +327 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: restricted; 2024Q4: 34,951 shares; 2025Q1: 37,182 shares; 2025Q2: 44,052 shares; 2025Q3: 49,148 shares; 2025Q4: 51,349 shares; 2026Q1: 53,773 shares 53,773 $5.41M 0.73% +2,424 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: restricted; 2024Q4: 36,472 shares; 2025Q1: 39,066 shares; 2025Q2: 38,517 shares; 2025Q3: 64,744 shares; 2025Q4: 63,872 shares; 2026Q1: 63,863 shares 63,863 $5.24M 0.7% -9 Timeline JPSE 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: restricted; 2024Q4: 383,263 shares; 2025Q1: 449,072 shares; 2025Q2: 90,974 shares; 2025Q3: 95,367 shares; 2025Q4: 95,287 shares; 2026Q1: 90,927 shares 90,927 $4.77M 0.64% -4,360 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: restricted; 2024Q4: 30,995 shares; 2025Q1: 30,086 shares; 2025Q2: 39,145 shares; 2025Q3: 39,427 shares; 2025Q4: 38,238 shares; 2026Q1: 36,455 shares 36,455 $4.56M 0.61% -1,783 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: restricted; 2024Q4: 16,893 shares; 2025Q1: 13,826 shares; 2025Q2: 13,166 shares; 2025Q3: 13,476 shares; 2025Q4: 12,940 shares; 2026Q1: 13,120 shares 13,120 $4.06M 0.55% +180 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 3,017 shares; 2025Q1: 2,781 shares; 2025Q2: 69,514 shares; 2025Q3: 45,734 shares; 2025Q4: 45,725 shares; 2026Q1: 42,381 shares 42,381 $4.04M 0.54% -3,344 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: restricted; 2024Q4: 3,916 shares; 2025Q1: 11,802 shares; 2025Q2: 104,075 shares; 2025Q3: 25,018 shares; 2025Q4: 25,287 shares; 2026Q1: 29,158 shares 29,158 $3.96M 0.53% +3,871 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 117,947 shares; 2025Q1: 122,099 shares; 2025Q2: 125,936 shares; 2025Q3: 134,624 shares; 2025Q4: 140,432 shares; 2026Q1: 142,295 shares 142,295 $3.9M 0.52% +1,863 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: restricted; 2024Q4: 35,465 shares; 2025Q1: 38,192 shares; 2025Q2: 45,843 shares; 2025Q3: 43,749 shares; 2025Q4: 34,220 shares; 2026Q1: 34,494 shares 34,494 $3.66M 0.49% +274 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,961 shares; 2025Q1: 17,241 shares; 2025Q2: 16,659 shares; 2025Q3: 34,988 shares; 2025Q4: 49,968 shares; 2026Q1: 72,282 shares 72,282 $3.61M 0.49% +22,314 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: restricted; 2024Q4: 10,219 shares; 2025Q1: 11,889 shares; 2025Q2: 11,793 shares; 2025Q3: 11,509 shares; 2025Q4: 11,845 shares; 2026Q1: 11,963 shares 11,963 $3.52M 0.47% +118 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: restricted; 2024Q4: 15,052 shares; 2025Q1: 15,511 shares; 2025Q2: 15,684 shares; 2025Q3: 15,587 shares; 2025Q4: 15,663 shares; 2026Q1: 11,531 shares 11,531 $3.49M 0.47% -4,132 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: restricted; 2024Q4: 47,517 shares; 2025Q1: 43,114 shares; 2025Q2: 40,239 shares; 2025Q3: 40,037 shares; 2025Q4: 38,710 shares; 2026Q1: 34,736 shares 34,736 $3.45M 0.46% -3,974 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: restricted; 2024Q4: 1,540 shares; 2025Q1: 11,471 shares; 2025Q2: 9,819 shares; 2025Q3: 10,566 shares; 2025Q4: 10,987 shares; 2026Q1: 11,421 shares 11,421 $3.19M 0.43% +434 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: restricted; 2024Q4: 19,301 shares; 2025Q1: 20,320 shares; 2025Q2: 21,367 shares; 2025Q3: 21,228 shares; 2025Q4: 21,496 shares; 2026Q1: 21,691 shares 21,691 $3.17M 0.43% +195 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: restricted; 2024Q4: 12,828 shares; 2025Q1: 9,323 shares; 2025Q2: 9,520 shares; 2025Q3: 10,969 shares; 2025Q4: 10,886 shares; 2026Q1: 10,880 shares 10,880 $3.12M 0.42% -6 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: restricted; 2024Q4: 21,933 shares; 2025Q1: 130,429 shares; 2025Q2: 117,535 shares; 2025Q3: 49,696 shares; 2025Q4: 56,649 shares; 2026Q1: 57,045 shares 57,045 $3.07M 0.41% +396 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 53,858 shares 53,858 $2.84M 0.38% new Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 45,418 shares; 2025Q1: 57,744 shares; 2025Q2: 59,293 shares; 2025Q3: 60,953 shares; 2025Q4: 60,167 shares; 2026Q1: 60,694 shares 60,694 $2.81M 0.38% +527 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: restricted; 2024Q4: 11,640 shares; 2025Q1: 11,624 shares; 2025Q2: 11,872 shares; 2025Q3: 12,007 shares; 2025Q4: 12,511 shares; 2026Q1: 12,647 shares 12,647 $2.75M 0.37% +136 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,867 shares; 2025Q1: 51,469 shares; 2025Q2: 51,430 shares; 2025Q3: 50,687 shares; 2025Q4: 55,528 shares; 2026Q1: 57,626 shares 57,626 $2.71M 0.36% +2,098 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: restricted; 2024Q4: 28,017 shares; 2025Q1: 27,366 shares; 2025Q2: 9,618 shares; 2025Q3: 9,114 shares; 2025Q4: 9,076 shares; 2026Q1: 8,808 shares 8,808 $2.66M 0.36% -268 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: restricted; 2024Q4: 50,697 shares; 2025Q1: 50,108 shares; 2025Q2: 13,355 shares; 2025Q3: 12,187 shares; 2025Q4: 12,125 shares; 2026Q1: 11,924 shares 11,924 $2.59M 0.35% -201 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: restricted; 2024Q4: 5,960 shares; 2025Q1: 5,754 shares; 2025Q2: 5,787 shares; 2025Q3: 8,230 shares; 2025Q4: 8,093 shares; 2026Q1: 7,844 shares 7,844 $2.25M 0.3% -249 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: restricted; 2024Q4: 733 shares; 2025Q1: 734 shares; 2025Q2: 734 shares; 2025Q3: 2,408 shares; 2025Q4: 3,214 shares; 2026Q1: 3,750 shares 3,750 $2.24M 0.3% +536 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: restricted; 2024Q4: 16,311 shares; 2025Q1: 10,557 shares; 2025Q2: 9,869 shares; 2025Q3: 10,041 shares; 2025Q4: 9,879 shares; 2026Q1: 10,487 shares 10,487 $2.17M 0.29% +608 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: restricted; 2024Q4: 6,967 shares; 2025Q1: 7,082 shares; 2025Q2: 7,261 shares; 2025Q3: 8,133 shares; 2025Q4: 8,218 shares; 2026Q1: 12,557 shares 12,557 $2.13M 0.29% +4,339 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,697 shares; 2025Q3: 26,044 shares; 2025Q4: 28,652 shares; 2026Q1: 22,497 shares 22,497 $1.98M 0.27% -6,155 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,559 shares; 2025Q1: 4,677 shares; 2025Q2: 4,718 shares; 2025Q3: 4,735 shares; 2025Q4: 4,742 shares; 2026Q1: 4,862 shares 4,862 $1.9M 0.25% +120 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 111,887 shares; 2025Q1: 110,702 shares; 2025Q2: 110,357 shares; 2025Q3: 109,082 shares; 2025Q4: 109,483 shares; 2026Q1: 110,792 shares 110,792 $1.76M 0.24% +1,309 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 28,539 shares; 2025Q3: 35,773 shares; 2025Q4: 35,926 shares; 2026Q1: 34,409 shares 34,409 $1.65M 0.22% -1,517 Timeline GSEW 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: restricted; 2024Q4: 11,798 shares; 2025Q1: 12,468 shares; 2025Q2: 14,491 shares; 2025Q3: 16,015 shares; 2025Q4: 19,569 shares; 2026Q1: 19,438 shares 19,438 $1.65M 0.22% -131 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: restricted; 2024Q4: 8,935 shares; 2025Q1: 9,330 shares; 2025Q2: 8,320 shares; 2025Q3: 8,444 shares; 2025Q4: 8,622 shares; 2026Q1: 9,017 shares 9,017 $1.64M 0.22% +395 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 10,128 shares; 2025Q1: 10,412 shares; 2025Q2: 10,592 shares; 2025Q3: 10,413 shares; 2025Q4: 10,899 shares; 2026Q1: 10,227 shares 10,227 $1.64M 0.22% -672 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: restricted; 2024Q4: 56,301 shares; 2025Q1: 59,965 shares; 2025Q2: 59,056 shares; 2025Q3: 15,351 shares; 2025Q4: 27,810 shares; 2026Q1: 26,412 shares 26,412 $1.62M 0.22% -1,398 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 44,722 shares; 2025Q1: 51,107 shares; 2025Q2: 54,387 shares; 2025Q3: 55,680 shares; 2025Q4: 60,005 shares; 2026Q1: 54,869 shares 54,869 $1.6M 0.21% -5,136 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: restricted; 2024Q4: 16,722 shares; 2025Q1: 18,537 shares; 2025Q2: 21,457 shares; 2025Q3: 22,525 shares; 2025Q4: 23,269 shares; 2026Q1: 23,819 shares 23,819 $1.53M 0.2% +550 Timeline PYLD PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,822 shares; 2025Q4: 39,784 shares; 2026Q1: 57,278 shares 57,278 $1.5M 0.2% +17,494 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 26,756 shares; 2025Q1: 35,601 shares; 2025Q2: 43,029 shares; 2025Q3: 41,212 shares; 2025Q4: 41,575 shares; 2026Q1: 102,794 shares 102,794 $1.48M 0.2% +61,219 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: restricted; 2024Q4: 2,342 shares; 2025Q1: 2,731 shares; 2025Q2: 2,952 shares; 2025Q3: 3,033 shares; 2025Q4: 2,964 shares; 2026Q1: 5,960 shares 5,960 $1.46M 0.2% +2,996 Timeline JMEE 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: restricted; 2024Q4: not reported; 2025Q1: 4,400 shares; 2025Q2: 5,133 shares; 2025Q3: 202,383 shares; 2025Q4: 213,965 shares; 2026Q1: 20,281 shares 20,281 $1.35M 0.18% -193,684 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: restricted; 2024Q4: 1,337 shares; 2025Q1: 1,840 shares; 2025Q2: 1,958 shares; 2025Q3: 1,991 shares; 2025Q4: 2,325 shares; 2026Q1: 2,451 shares 2,451 $1.35M 0.18% +126 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: restricted; 2024Q4: 2,880 shares; 2025Q1: 2,894 shares; 2025Q2: 2,881 shares; 2025Q3: 10,187 shares; 2025Q4: 12,642 shares; 2026Q1: 14,805 shares 14,805 $1.34M 0.18% +2,163 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: restricted; 2024Q4: 1,939 shares; 2025Q1: 1,939 shares; 2025Q2: 3,114 shares; 2025Q3: 2,699 shares; 2025Q4: 2,982 shares; 2026Q1: 2,982 shares 2,982 $1.28M 0.17% 0 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: restricted; 2024Q4: 1,433 shares; 2025Q1: 1,520 shares; 2025Q2: 1,712 shares; 2025Q3: 1,896 shares; 2025Q4: 1,905 shares; 2026Q1: 1,990 shares 1,990 $1.2M 0.16% +85 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 86,514 shares; 2025Q1: 104,166 shares; 2025Q2: 70,561 shares; 2025Q3: 66,057 shares; 2025Q4: 72,735 shares; 2026Q1: 64,498 shares 64,498 $1.12M 0.15% -8,237 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: restricted; 2024Q4: 7,689 shares; 2025Q1: 7,794 shares; 2025Q2: 8,100 shares; 2025Q3: 8,175 shares; 2025Q4: 8,993 shares; 2026Q1: 9,002 shares 9,002 $1.12M 0.15% +9 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: restricted; 2024Q4: 5,291 shares; 2025Q1: 5,316 shares; 2025Q2: 5,340 shares; 2025Q3: 5,365 shares; 2025Q4: 5,390 shares; 2026Q1: 5,414 shares 5,414 $1.1M 0.15% +24 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: restricted; 2024Q4: 10,972 shares; 2025Q1: 11,327 shares; 2025Q2: 9,975 shares; 2025Q3: 9,332 shares; 2025Q4: 9,205 shares; 2026Q1: 8,527 shares 8,527 $1.1M 0.15% -678 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: restricted; 2024Q4: 3,459 shares; 2025Q1: 3,502 shares; 2025Q2: 3,564 shares; 2025Q3: 3,600 shares; 2025Q4: 3,517 shares; 2026Q1: 3,528 shares 3,528 $1.1M 0.15% +11 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: restricted; 2024Q4: 157,413 shares; 2025Q1: 143,934 shares; 2025Q2: 171,121 shares; 2025Q3: 40,194 shares; 2025Q4: 26,764 shares; 2026Q1: 26,275 shares 26,275 $1.07M 0.14% -489 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: restricted; 2024Q4: 347 shares; 2025Q1: 941 shares; 2025Q2: 2,061 shares; 2025Q3: 2,088 shares; 2025Q4: 20,414 shares; 2026Q1: 10,769 shares 10,769 $1.04M 0.14% -9,645 Timeline JIVE 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,966 shares; 2026Q1: 11,947 shares 11,947 $1.02M 0.14% +4,981 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,286 shares; 2026Q1: 19,115 shares 19,115 $1.01M 0.14% -12,171 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: restricted; 2024Q4: 1,267 shares; 2025Q1: 1,327 shares; 2025Q2: 1,373 shares; 2025Q3: 1,377 shares; 2025Q4: 1,378 shares; 2026Q1: 1,398 shares 1,398 $991K 0.13% +20 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: restricted; 2024Q4: 12,600 shares; 2025Q1: 12,986 shares; 2025Q2: 12,902 shares; 2025Q3: 13,111 shares; 2025Q4: 13,314 shares; 2026Q1: 13,549 shares 13,549 $894K 0.12% +235 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,333 shares; 2025Q1: 2,336 shares; 2025Q2: 1,909 shares; 2025Q3: 2,947 shares; 2025Q4: 3,850 shares; 2026Q1: 4,326 shares 4,326 $890K 0.12% +476 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: restricted; 2024Q4: 7,306 shares; 2025Q1: 8,690 shares; 2025Q2: 9,292 shares; 2025Q3: 10,503 shares; 2025Q4: 10,928 shares; 2026Q1: 12,376 shares 12,376 $889K 0.12% +1,448 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: restricted; 2024Q4: 766 shares; 2025Q1: 793 shares; 2025Q2: 793 shares; 2025Q3: 978 shares; 2025Q4: 1,000 shares; 2026Q1: 1,010 shares 1,010 $881K 0.12% +10 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: restricted; 2024Q4: 2,273 shares; 2025Q1: 2,172 shares; 2025Q2: 2,380 shares; 2025Q3: 2,390 shares; 2025Q4: 2,399 shares; 2026Q1: 2,550 shares 2,550 $880K 0.12% +151 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: restricted; 2024Q4: 21,666 shares; 2025Q1: 22,305 shares; 2025Q2: 22,546 shares; 2025Q3: 29,266 shares; 2025Q4: 29,473 shares; 2026Q1: 30,344 shares 30,344 $880K 0.12% +871 Timeline GSSC 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 96,981 shares; 2025Q4: 106,847 shares; 2026Q1: 11,777 shares 11,777 $878K 0.12% -95,070 Timeline KOF COCA-COLA FEMSA SAB DE CV More: the full row for COCA-COLA FEMSA SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,624 shares; 2025Q1: 8,492 shares; 2025Q2: 8,912 shares; 2025Q3: 9,343 shares; 2025Q4: 8,876 shares; 2026Q1: 8,981 shares 8,981 $876K 0.12% +105 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: restricted; 2024Q4: 3,364 shares; 2025Q1: 3,645 shares; 2025Q2: 3,662 shares; 2025Q3: 3,582 shares; 2025Q4: 3,598 shares; 2026Q1: 3,562 shares 3,562 $870K 0.12% -36 Timeline DCTH DELCATH SYS INC More: the full row for DELCATH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 70,000 shares; 2025Q2: 76,000 shares; 2025Q3: 85,500 shares; 2025Q4: 90,500 shares; 2026Q1: 93,000 shares 93,000 $863K 0.12% +2,500 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 322,069 shares; 2025Q1: 231,024 shares; 2025Q2: 279,916 shares; 2025Q3: 250,780 shares; 2025Q4: 24,004 shares; 2026Q1: 12,496 shares 12,496 $859K 0.12% -11,508 Timeline RKLB ROCKET LAB CORP More: the full row for ROCKET LAB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,285 shares; 2025Q3: 13,330 shares; 2025Q4: 13,466 shares; 2026Q1: 13,374 shares 13,374 $859K 0.12% -92 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: restricted; 2024Q4: 12,720 shares; 2025Q1: 12,557 shares; 2025Q2: 8,749 shares; 2025Q3: 7,821 shares; 2025Q4: 6,924 shares; 2026Q1: 6,903 shares 6,903 $858K 0.12% -21 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: restricted; 2024Q4: 13,971 shares; 2025Q1: 13,925 shares; 2025Q2: 13,813 shares; 2025Q3: 12,962 shares; 2025Q4: 12,891 shares; 2026Q1: 12,672 shares 12,672 $856K 0.11% -219 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,423 shares; 2025Q4: 3,098 shares; 2026Q1: 6,501 shares 6,501 $852K 0.11% +3,403 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,160 shares; 2025Q3: 2,768 shares; 2025Q4: 3,480 shares; 2026Q1: 2,489 shares 2,489 $841K 0.11% -991 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: restricted; 2024Q4: 4,594 shares; 2025Q1: 5,568 shares; 2025Q2: 5,962 shares; 2025Q3: 5,362 shares; 2025Q4: 5,334 shares; 2026Q1: 5,333 shares 5,333 $828K 0.11% -1 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: restricted; 2024Q4: 2,626 shares; 2025Q1: 2,545 shares; 2025Q2: 2,538 shares; 2025Q3: 2,154 shares; 2025Q4: 2,181 shares; 2026Q1: 2,222 shares 2,222 $826K 0.11% +41 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: restricted; 2024Q4: 4,579 shares; 2025Q1: 4,798 shares; 2025Q2: 4,833 shares; 2025Q3: 8,039 shares; 2025Q4: 8,125 shares; 2026Q1: 8,257 shares 8,257 $797K 0.11% +132 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: restricted; 2024Q4: 4,249 shares; 2025Q1: 4,306 shares; 2025Q2: 4,628 shares; 2025Q3: 5,116 shares; 2025Q4: 5,152 shares; 2026Q1: 5,433 shares 5,433 $785K 0.11% +281 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: restricted; 2024Q4: 27,102 shares; 2025Q1: 23,825 shares; 2025Q2: 17,995 shares; 2025Q3: 16,945 shares; 2025Q4: 16,774 shares; 2026Q1: 14,867 shares 14,867 $773K 0.1% -1,907 Timeline DLN 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: restricted; 2024Q4: 8,590 shares; 2025Q1: 8,610 shares; 2025Q2: 8,636 shares; 2025Q3: 8,570 shares; 2025Q4: 8,593 shares; 2026Q1: 8,509 shares 8,509 $760K 0.1% -84 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: restricted; 2024Q4: 2,257 shares; 2025Q1: 2,346 shares; 2025Q2: 2,611 shares; 2025Q3: 2,932 shares; 2025Q4: 3,387 shares; 2026Q1: 3,881 shares 3,881 $745K 0.1% +494 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: restricted; 2024Q4: 2,465 shares; 2025Q1: 2,500 shares; 2025Q2: 2,836 shares; 2025Q3: 2,956 shares; 2025Q4: 2,977 shares; 2026Q1: 3,057 shares 3,057 $741K 0.1% +80 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: restricted; 2024Q4: 3,583 shares; 2025Q1: 6,812 shares; 2025Q2: 8,383 shares; 2025Q3: 8,513 shares; 2025Q4: 8,014 shares; 2026Q1: 7,983 shares 7,983 $715K 0.1% -31 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,577 shares; 2025Q1: 6,988 shares; 2025Q2: 7,220 shares; 2025Q3: 7,353 shares; 2025Q4: 6,010 shares; 2026Q1: 5,716 shares 5,716 $698K 0.09% -294 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: restricted; 2024Q4: 1,329 shares; 2025Q1: 1,371 shares; 2025Q2: 1,372 shares; 2025Q3: 2,109 shares; 2025Q4: 2,243 shares; 2026Q1: 2,240 shares 2,240 $636K 0.09% -3 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: restricted; 2024Q4: 20,886 shares; 2025Q1: 22,826 shares; 2025Q2: 23,647 shares; 2025Q3: 24,598 shares; 2025Q4: 19,781 shares; 2026Q1: 19,901 shares 19,901 $611K 0.08% +120 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: restricted; 2024Q4: 1,484 shares; 2025Q1: 1,360 shares; 2025Q2: 1,354 shares; 2025Q3: 1,590 shares; 2025Q4: 1,496 shares; 2026Q1: 1,384 shares 1,384 $605K 0.08% -112 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: restricted; 2024Q4: 2,942 shares; 2025Q1: 3,005 shares; 2025Q2: 2,926 shares; 2025Q3: 3,311 shares; 2025Q4: 3,372 shares; 2026Q1: 3,561 shares 3,561 $589K 0.08% +189 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: restricted; 2024Q4: 7,231 shares; 2025Q1: 6,889 shares; 2025Q2: 7,210 shares; 2025Q3: 7,673 shares; 2025Q4: 7,436 shares; 2026Q1: 7,518 shares 7,518 $572K 0.08% +82 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: restricted; 2024Q4: 7,924 shares; 2025Q1: 7,949 shares; 2025Q2: 7,273 shares; 2025Q3: 7,377 shares; 2025Q4: 7,302 shares; 2026Q1: 7,194 shares 7,194 $558K 0.07% -108 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: restricted; 2024Q4: 9,199 shares; 2025Q1: 8,949 shares; 2025Q2: 8,747 shares; 2025Q3: 8,519 shares; 2025Q4: 8,798 shares; 2026Q1: 8,992 shares 8,992 $551K 0.07% +194 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: restricted; 2024Q4: 3,341 shares; 2025Q1: 3,506 shares; 2025Q2: 3,844 shares; 2025Q3: 3,736 shares; 2025Q4: 3,916 shares; 2026Q1: 4,372 shares 4,372 $526K 0.07% +456 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 316 shares; 2025Q3: 355 shares; 2025Q4: 379 shares; 2026Q1: 395 shares 395 $522K 0.07% +16 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,989 shares; 2026Q1: 13,564 shares 13,564 $519K 0.07% +6,575 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: restricted; 2024Q4: 1,311 shares; 2025Q1: 1,775 shares; 2025Q2: 1,805 shares; 2025Q3: 1,833 shares; 2025Q4: 1,503 shares; 2026Q1: 1,498 shares 1,498 $512K 0.07% -5 Timeline CRCL CIRCLE INTERNET GROUP INC More: the full row for CIRCLE INTERNET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,884 shares; 2025Q4: 3,455 shares; 2026Q1: 5,357 shares 5,357 $511K 0.07% +1,902 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 20,319 shares; 2025Q1: 20,305 shares; 2025Q2: 21,324 shares; 2025Q3: 19,164 shares; 2025Q4: 20,671 shares; 2026Q1: 19,638 shares 19,638 $497K 0.07% -1,033 Timeline IWY 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: restricted; 2024Q4: 906 shares; 2025Q1: 1,417 shares; 2025Q2: 1,919 shares; 2025Q3: 2,033 shares; 2025Q4: 2,069 shares; 2026Q1: 1,996 shares 1,996 $497K 0.07% -73 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: restricted; 2024Q4: 391 shares; 2025Q1: 419 shares; 2025Q2: 512 shares; 2025Q3: 493 shares; 2025Q4: 532 shares; 2026Q1: 521 shares 521 $479K 0.06% -11 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: restricted; 2024Q4: 1,260 shares; 2025Q1: 1,261 shares; 2025Q2: 1,271 shares; 2025Q3: 1,274 shares; 2025Q4: 1,324 shares; 2026Q1: 1,329 shares 1,329 $475K 0.06% +5 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,873 shares; 2025Q3: 1,351 shares; 2025Q4: 1,701 shares; 2026Q1: 2,320 shares 2,320 $472K 0.06% +619 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: restricted; 2024Q4: 11,127 shares; 2025Q1: 11,239 shares; 2025Q2: 9,295 shares; 2025Q3: 10,701 shares; 2025Q4: 10,136 shares; 2026Q1: 9,624 shares 9,624 $470K 0.06% -512 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: restricted; 2024Q4: 1,624 shares; 2025Q1: 1,987 shares; 2025Q2: 2,252 shares; 2025Q3: 2,287 shares; 2025Q4: 2,363 shares; 2026Q1: 2,348 shares 2,348 $467K 0.06% -15 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: restricted; 2024Q4: 3,927 shares; 2025Q1: 3,942 shares; 2025Q2: 3,982 shares; 2025Q3: 4,696 shares; 2025Q4: 5,956 shares; 2026Q1: 5,990 shares 5,990 $462K 0.06% +34 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: restricted; 2024Q4: 1,138 shares; 2025Q1: 1,301 shares; 2025Q2: 1,314 shares; 2025Q3: 1,154 shares; 2025Q4: 1,208 shares; 2026Q1: 1,273 shares 1,273 $454K 0.06% +65 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: restricted; 2024Q4: 2,864 shares; 2025Q1: 3,162 shares; 2025Q2: 3,179 shares; 2025Q3: 3,209 shares; 2025Q4: 3,224 shares; 2026Q1: 3,239 shares 3,239 $451K 0.06% +15 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 14,802 shares; 2025Q2: 22,332 shares; 2025Q3: 28,052 shares; 2025Q4: 36,720 shares; 2026Q1: 50,170 shares 50,170 $451K 0.06% +13,450 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: restricted; 2024Q4: 2,415 shares; 2025Q1: 2,519 shares; 2025Q2: 2,588 shares; 2025Q3: 3,068 shares; 2025Q4: 3,097 shares; 2026Q1: 3,398 shares 3,398 $445K 0.06% +301 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: restricted; 2024Q4: 11,152 shares; 2025Q1: 245,164 shares; 2025Q2: 24,937 shares; 2025Q3: 22,621 shares; 2025Q4: 14,284 shares; 2026Q1: 14,378 shares 14,378 $436K 0.06% +94 Timeline SHYD 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: restricted; 2024Q4: not reported; 2025Q1: 22,707 shares; 2025Q2: 47,486 shares; 2025Q3: 49,894 shares; 2025Q4: 61,030 shares; 2026Q1: 19,164 shares 19,164 $434K 0.06% -41,866 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,812 shares; 2025Q1: 4,841 shares; 2025Q2: 4,859 shares; 2025Q3: 4,785 shares; 2025Q4: 5,586 shares; 2026Q1: 5,814 shares 5,814 $428K 0.06% +228 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,404 shares; 2025Q4: 1,404 shares; 2026Q1: 1,404 shares 1,404 $427K 0.06% 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: restricted; 2024Q4: 1,918 shares; 2025Q1: 1,927 shares; 2025Q2: 1,835 shares; 2025Q3: 1,892 shares; 2025Q4: 2,131 shares; 2026Q1: 2,138 shares 2,138 $423K 0.06% +7 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: restricted; 2024Q4: 3,542 shares; 2025Q1: 3,563 shares; 2025Q2: 3,697 shares; 2025Q3: 3,726 shares; 2025Q4: 3,810 shares; 2026Q1: 3,834 shares 3,834 $419K 0.06% +24 Timeline IGSB 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: restricted; 2024Q4: 6,333 shares; 2025Q1: 6,076 shares; 2025Q2: 8,763 shares; 2025Q3: 7,853 shares; 2025Q4: 7,904 shares; 2026Q1: 7,929 shares 7,929 $417K 0.06% +25 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: restricted; 2024Q4: 9,914 shares; 2025Q1: 8,716 shares; 2025Q2: 8,143 shares; 2025Q3: 8,635 shares; 2025Q4: 8,788 shares; 2026Q1: 8,260 shares 8,260 $415K 0.06% -528 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 7,713 shares; 2025Q4: 9,138 shares; 2026Q1: 9,365 shares 9,365 $412K 0.06% +227 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 14,197 shares; 2025Q1: 14,197 shares; 2025Q2: 14,197 shares; 2025Q3: 14,197 shares; 2025Q4: 9,004 shares; 2026Q1: 8,997 shares 8,997 $400K 0.05% -7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 260 shares; 2025Q3: 262 shares; 2025Q4: 263 shares; 2026Q1: 263 shares 263 $387K 0.05% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 11,564 shares; 2025Q2: 14,760 shares; 2025Q3: 15,338 shares; 2025Q4: 16,090 shares; 2026Q1: 19,804 shares 19,804 $376K 0.05% +3,714 Timeline CRWV COREWEAVE INC More: the full row for COREWEAVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,288 shares; 2025Q4: 3,948 shares; 2026Q1: 4,810 shares 4,810 $373K 0.05% +862 Timeline IWV 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: restricted; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares; 2025Q3: 1,000 shares; 2025Q4: 1,000 shares; 2026Q1: 1,000 shares 1,000 $371K 0.05% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 9,112 shares; 2025Q2: not reported; 2025Q3: 8,105 shares; 2025Q4: 8,250 shares; 2026Q1: 8,150 shares 8,150 $360K 0.05% -100 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: restricted; 2024Q4: 1,945 shares; 2025Q1: 1,949 shares; 2025Q2: 1,582 shares; 2025Q3: 1,641 shares; 2025Q4: 1,447 shares; 2026Q1: 1,520 shares 1,520 $349K 0.05% +73 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 4,514 shares; 2025Q1: 4,514 shares; 2025Q2: 4,514 shares; 2025Q3: 4,514 shares; 2025Q4: 4,514 shares; 2026Q1: 4,514 shares 4,514 $344K 0.05% 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 301 shares; 2025Q3: 304 shares; 2025Q4: 1,304 shares; 2026Q1: 399 shares 399 $337K 0.05% -905 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 554 shares; 2025Q4: 643 shares; 2026Q1: 685 shares 685 $337K 0.05% +42 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: restricted; 2024Q4: not reported; 2025Q1: 805 shares; 2025Q2: 805 shares; 2025Q3: 807 shares; 2025Q4: 810 shares; 2026Q1: 807 shares 807 $336K 0.05% -3 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,878 shares; 2025Q4: 5,919 shares; 2026Q1: 6,068 shares 6,068 $335K 0.05% +149 Timeline EIPI FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 13,532 shares; 2025Q1: 13,786 shares; 2025Q2: 14,055 shares; 2025Q3: 14,322 shares; 2025Q4: 14,593 shares; 2026Q1: 14,845 shares 14,845 $334K 0.04% +252 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,359 shares; 2025Q4: 1,560 shares; 2026Q1: 1,587 shares 1,587 $324K 0.04% +27 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: restricted; 2024Q4: 1,148 shares; 2025Q1: 1,135 shares; 2025Q2: 1,169 shares; 2025Q3: 1,469 shares; 2025Q4: 2,341 shares; 2026Q1: 2,370 shares 2,370 $315K 0.04% +29 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 6,445 shares; 2025Q1: 7,483 shares; 2025Q2: 7,621 shares; 2025Q3: 7,752 shares; 2025Q4: 7,933 shares; 2026Q1: 7,398 shares 7,398 $313K 0.04% -535 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: restricted; 2024Q4: 3,266 shares; 2025Q1: 3,024 shares; 2025Q2: 3,031 shares; 2025Q3: 3,045 shares; 2025Q4: 2,648 shares; 2026Q1: 2,654 shares 2,654 $306K 0.04% +6 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: restricted; 2024Q4: 9,536 shares; 2025Q1: 9,189 shares; 2025Q2: 9,941 shares; 2025Q3: 10,381 shares; 2025Q4: 10,833 shares; 2026Q1: 10,865 shares 10,865 $305K 0.04% +32 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: restricted; 2024Q4: 3,428 shares; 2025Q1: 3,433 shares; 2025Q2: 3,133 shares; 2025Q3: 3,880 shares; 2025Q4: 3,812 shares; 2026Q1: 3,808 shares 3,808 $303K 0.04% -4 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: restricted; 2024Q4: 1,575 shares; 2025Q1: 1,725 shares; 2025Q2: 1,726 shares; 2025Q3: 1,731 shares; 2025Q4: 1,579 shares; 2026Q1: 1,481 shares 1,481 $301K 0.04% -98 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: restricted; 2024Q4: 778 shares; 2025Q1: 783 shares; 2025Q2: 787 shares; 2025Q3: 984 shares; 2025Q4: 986 shares; 2026Q1: 987 shares 987 $298K 0.04% +1 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: restricted; 2024Q4: 993 shares; 2025Q1: 965 shares; 2025Q2: 788 shares; 2025Q3: 899 shares; 2025Q4: 842 shares; 2026Q1: 846 shares 846 $298K 0.04% +4 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,432 shares; 2025Q4: 1,378 shares; 2026Q1: 1,506 shares 1,506 $291K 0.04% +128 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: restricted; 2024Q4: 4,917 shares; 2025Q1: 4,936 shares; 2025Q2: 5,431 shares; 2025Q3: 5,452 shares; 2025Q4: 5,480 shares; 2026Q1: 5,499 shares 5,499 $289K 0.04% +19 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: restricted; 2024Q4: 8,261 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,825 shares; 2025Q4: 5,161 shares; 2026Q1: 5,162 shares 5,162 $287K 0.04% +1 Timeline SRLN 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: restricted; 2024Q4: not reported; 2025Q1: 4,902 shares; 2025Q2: 6,938 shares; 2025Q3: 7,853 shares; 2025Q4: 7,154 shares; 2026Q1: 7,089 shares 7,089 $285K 0.04% -65 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,934 shares; 2025Q4: 1,936 shares; 2026Q1: 1,934 shares 1,934 $281K 0.04% -2 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: restricted; 2024Q4: 7,000 shares; 2025Q1: 7,307 shares; 2025Q2: 4,303 shares; 2025Q3: 4,161 shares; 2025Q4: 3,153 shares; 2026Q1: 3,001 shares 3,001 $275K 0.04% -152 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,420 shares; 2025Q4: 3,742 shares; 2026Q1: 3,916 shares 3,916 $275K 0.04% +174 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 121,502 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,230 shares; 2026Q1: 3,451 shares 3,451 $271K 0.04% +221 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: restricted; 2024Q4: 5,444 shares; 2025Q1: 5,446 shares; 2025Q2: 5,037 shares; 2025Q3: 4,963 shares; 2025Q4: 4,987 shares; 2026Q1: 4,999 shares 4,999 $270K 0.04% +12 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,006 shares; 2025Q1: 1,006 shares; 2025Q2: 1,008 shares; 2025Q3: 1,010 shares; 2025Q4: 1,011 shares; 2026Q1: 1,012 shares 1,012 $269K 0.04% +1 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 8,560 shares; 2025Q1: 6,526 shares; 2025Q2: 5,291 shares; 2025Q3: 4,271 shares; 2025Q4: not reported; 2026Q1: 4,303 shares 4,303 $268K 0.04% new Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 2,237 shares; 2025Q1: 2,230 shares; 2025Q2: 2,127 shares; 2025Q3: 2,024 shares; 2025Q4: 2,027 shares; 2026Q1: 1,991 shares 1,991 $263K 0.04% -36 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: restricted; 2024Q4: 1,470 shares; 2025Q1: 1,515 shares; 2025Q2: 1,519 shares; 2025Q3: 1,549 shares; 2025Q4: 1,525 shares; 2026Q1: 1,481 shares 1,481 $259K 0.03% -44 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: restricted; 2024Q4: 6,197 shares; 2025Q1: 6,367 shares; 2025Q2: 7,496 shares; 2025Q3: 2,650 shares; 2025Q4: 2,867 shares; 2026Q1: 2,439 shares 2,439 $259K 0.03% -428 Timeline QBTS D-WAVE QUANTUM INC More: the full row for D-WAVE QUANTUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,276 shares; 2025Q4: 16,476 shares; 2026Q1: 17,766 shares 17,766 $256K 0.03% +1,290 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,141 shares; 2026Q1: 3,270 shares 3,270 $252K 0.03% +129 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 144 shares 144 $249K 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,449 shares; 2025Q1: 1,208 shares; 2025Q2: not reported; 2025Q3: 1,115 shares; 2025Q4: 1,278 shares; 2026Q1: 1,205 shares 1,205 $248K 0.03% -73 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: restricted; 2024Q4: 4,985 shares; 2025Q1: 4,952 shares; 2025Q2: 4,954 shares; 2025Q3: 4,956 shares; 2025Q4: 4,956 shares; 2026Q1: 4,956 shares 4,956 $246K 0.03% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 1,444 shares; 2025Q1: 1,444 shares; 2025Q2: 1,444 shares; 2025Q3: 1,448 shares; 2025Q4: 1,448 shares; 2026Q1: 1,448 shares 1,448 $245K 0.03% 0 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: restricted; 2024Q4: 288,926 shares; 2025Q1: 185,364 shares; 2025Q2: 94,887 shares; 2025Q3: 5,537 shares; 2025Q4: 5,311 shares; 2026Q1: 3,911 shares 3,911 $245K 0.03% -1,400 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: restricted; 2024Q4: 935 shares; 2025Q1: 939 shares; 2025Q2: 944 shares; 2025Q3: 976 shares; 2025Q4: 1,008 shares; 2026Q1: 1,022 shares 1,022 $241K 0.03% +14 Timeline ESPR ESPERION THERAPEUTICS INC NE More: the full row for ESPERION THERAPEUTICS INC NE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 35,055 shares; 2025Q1: 42,555 shares; 2025Q2: 42,555 shares; 2025Q3: 42,555 shares; 2025Q4: 67,555 shares; 2026Q1: 87,555 shares 87,555 $240K 0.03% +20,000 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,795 shares 1,795 $237K 0.03% new 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: restricted; 2024Q4: not reported; 2025Q1: 2,512 shares; 2025Q2: 2,426 shares; 2025Q3: 2,427 shares; 2025Q4: 2,033 shares; 2026Q1: 2,063 shares 2,063 $233K 0.03% +30 Timeline ITM 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: restricted; 2024Q4: 9,781 shares; 2025Q1: 9,708 shares; 2025Q2: 9,407 shares; 2025Q3: 4,890 shares; 2025Q4: 4,938 shares; 2026Q1: 4,961 shares 4,961 $230K 0.03% +23 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 680 shares 680 $230K 0.03% new Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,000 shares 9,000 $220K 0.03% new Timeline GSWO 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,766 shares; 2026Q1: 3,890 shares 3,890 $219K 0.03% +124 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 343 shares 343 $218K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: 594 shares; 2025Q1: 658 shares; 2025Q2: 1,497 shares; 2025Q3: 1,754 shares; 2025Q4: 1,825 shares; 2026Q1: 797 shares 797 $216K 0.03% -1,028 Timeline JAVA 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: restricted; 2024Q4: 3,522 shares; 2025Q1: 3,428 shares; 2025Q2: 3,390 shares; 2025Q3: 3,401 shares; 2025Q4: 2,983 shares; 2026Q1: 2,990 shares 2,990 $215K 0.03% +7 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,324 shares; 2026Q1: 3,327 shares 3,327 $213K 0.03% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,352 shares; 2025Q4: 1,355 shares; 2026Q1: 1,358 shares 1,358 $211K 0.03% +3 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,692 shares; 2026Q1: 10,725 shares 10,725 $207K 0.03% +33 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,508 shares; 2026Q1: 4,508 shares 4,508 $205K 0.03% 0 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 470 shares 470 $203K 0.03% new 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: restricted; 2024Q4: 1,251 shares; 2025Q1: 1,320 shares; 2025Q2: 1,213 shares; 2025Q3: 899 shares; 2025Q4: 718 shares; 2026Q1: 617 shares 617 $203K 0.03% -101 Timeline DSI 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: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,656 shares; 2025Q4: 1,658 shares; 2026Q1: 1,659 shares 1,659 $201K 0.03% +1 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: restricted; 2024Q4: not reported; 2025Q1: 8,630 shares; 2025Q2: 10,630 shares; 2025Q3: 10,640 shares; 2025Q4: 13,543 shares; 2026Q1: 2,943 shares 2,943 $151K 0.02% -10,600 Timeline BTG B2GOLD CORP More: the full row for B2GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $54.4K 0.01% 0 Timeline ALDX ALDEYRA THERAPEUTICS INC More: the full row for ALDEYRA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: 10,800 shares; 2025Q2: 10,800 shares; 2025Q3: 10,800 shares; 2025Q4: 15,800 shares; 2026Q1: 15,000 shares 15,000 $25.4K <0.01% -800 Timeline CRDF CARDIFF ONCOLOGY INC More: the full row for CARDIFF ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,500 shares; 2026Q1: 15,000 shares 15,000 $24.3K <0.01% +4,500 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: restricted; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $21.8K <0.01% 0 Timeline