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: 1,093,878 shares; 2024Q4: 1,084,468 shares; 2025Q1: 1,044,347 shares; 2025Q2: 1,048,931 shares; 2025Q3: 1,049,246 shares; 2025Q4: 1,101,330 shares; 2026Q1: 1,037,646 shares 1,037,646 $338M 12.97% -63,684 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: 1,612,759 shares; 2024Q4: 1,624,275 shares; 2025Q1: 1,583,834 shares; 2025Q2: 1,596,618 shares; 2025Q3: 1,630,984 shares; 2025Q4: 1,772,568 shares; 2026Q1: 1,617,571 shares 1,617,571 $161M 6.2% -154,997 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: 1,268,138 shares; 2024Q4: 1,286,013 shares; 2025Q1: 1,256,999 shares; 2025Q2: 1,268,305 shares; 2025Q3: 1,281,451 shares; 2025Q4: 1,356,502 shares; 2026Q1: 1,298,019 shares 1,298,019 $116M 4.46% -58,483 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: 1,396,545 shares; 2024Q4: 1,479,320 shares; 2025Q1: 1,658,409 shares; 2025Q2: 1,813,687 shares; 2025Q3: 1,950,581 shares; 2025Q4: 1,982,606 shares; 2026Q1: 2,013,662 shares 2,013,662 $99.3M 3.81% +31,056 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: 236,431 shares; 2024Q4: 236,267 shares; 2025Q1: 231,116 shares; 2025Q2: 237,208 shares; 2025Q3: 239,167 shares; 2025Q4: 257,702 shares; 2026Q1: 1,021,155 shares 1,021,155 $78.7M 3.02% +763,453 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: 619,068 shares; 2024Q4: 668,072 shares; 2025Q1: 724,143 shares; 2025Q2: 804,106 shares; 2025Q3: 833,386 shares; 2025Q4: 1,249,389 shares; 2026Q1: 1,468,130 shares 1,468,130 $73.6M 2.82% +218,741 Timeline PBUS 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: 410,272 shares; 2024Q4: 428,705 shares; 2025Q1: 445,597 shares; 2025Q2: 540,917 shares; 2025Q3: 633,908 shares; 2025Q4: 899,873 shares; 2026Q1: 972,994 shares 972,994 $69.1M 2.65% +73,121 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: 661,581 shares; 2024Q4: 671,473 shares; 2025Q1: 684,409 shares; 2025Q2: 776,230 shares; 2025Q3: 835,785 shares; 2025Q4: 872,166 shares; 2026Q1: 894,526 shares 894,526 $65.6M 2.52% +22,360 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: 902,496 shares; 2024Q4: 929,344 shares; 2025Q1: 930,964 shares; 2025Q2: 995,264 shares; 2025Q3: 957,981 shares; 2025Q4: 975,844 shares; 2026Q1: 950,031 shares 950,031 $60M 2.3% -25,813 Timeline TFLO 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: 1,187,094 shares; 2024Q4: 1,197,997 shares; 2025Q1: 1,276,388 shares; 2025Q2: 1,312,504 shares; 2025Q3: 1,341,064 shares; 2025Q4: 1,007,608 shares; 2026Q1: 1,182,871 shares 1,182,871 $59.8M 2.3% +175,263 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: 1,022,597 shares; 2024Q4: 1,034,938 shares; 2025Q1: 947,542 shares; 2025Q2: 924,226 shares; 2025Q3: 832,256 shares; 2025Q4: 754,767 shares; 2026Q1: 641,037 shares 641,037 $58.1M 2.23% -113,730 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: 764,412 shares; 2024Q4: 779,952 shares; 2025Q1: 701,847 shares; 2025Q2: 714,115 shares; 2025Q3: 733,030 shares; 2025Q4: 543,548 shares; 2026Q1: 633,113 shares 633,113 $58M 2.22% +89,565 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: 493,552 shares; 2024Q4: 500,486 shares; 2025Q1: 532,584 shares; 2025Q2: 558,897 shares; 2025Q3: 579,633 shares; 2025Q4: 959,528 shares; 2026Q1: 1,144,116 shares 1,144,116 $57.9M 2.22% +184,588 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: 340,696 shares; 2024Q4: 347,703 shares; 2025Q1: 347,578 shares; 2025Q2: 360,983 shares; 2025Q3: 332,723 shares; 2025Q4: 338,766 shares; 2026Q1: 325,342 shares 325,342 $57.4M 2.2% -13,424 Timeline VTC 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: 715,827 shares; 2024Q4: 722,809 shares; 2025Q1: 706,488 shares; 2025Q2: 712,370 shares; 2025Q3: 726,560 shares; 2025Q4: 805,738 shares; 2026Q1: 716,102 shares 716,102 $55.4M 2.13% -89,636 Timeline DDWM 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: 1,112,008 shares; 2025Q4: 1,162,052 shares; 2026Q1: 1,186,900 shares 1,186,900 $55M 2.11% +24,848 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: 643,691 shares; 2024Q4: 673,415 shares; 2025Q1: 721,996 shares; 2025Q2: 777,148 shares; 2025Q3: 948,966 shares; 2025Q4: 990,479 shares; 2026Q1: 983,958 shares 983,958 $54.6M 2.09% -6,521 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: 327,579 shares; 2024Q4: 333,948 shares; 2025Q1: 338,486 shares; 2025Q2: 346,981 shares; 2025Q3: 381,909 shares; 2025Q4: 411,166 shares; 2026Q1: 397,764 shares 397,764 $54.2M 2.08% -13,402 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: 151,479 shares; 2024Q4: 149,389 shares; 2025Q1: 137,337 shares; 2025Q2: 185,477 shares; 2025Q3: 177,531 shares; 2025Q4: 174,283 shares; 2026Q1: 180,657 shares 180,657 $49.3M 1.89% +6,374 Timeline CIBR 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: 551,103 shares; 2024Q4: 582,235 shares; 2025Q1: 613,671 shares; 2025Q2: 657,869 shares; 2025Q3: 674,230 shares; 2025Q4: 696,254 shares; 2026Q1: 667,303 shares 667,303 $44.7M 1.72% -28,951 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: 175,763 shares; 2024Q4: 175,750 shares; 2025Q1: 206,316 shares; 2025Q2: 214,550 shares; 2025Q3: 196,281 shares; 2025Q4: 194,957 shares; 2026Q1: 210,440 shares 210,440 $42.5M 1.63% +15,483 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: 687,133 shares; 2024Q4: 692,636 shares; 2025Q1: 680,953 shares; 2025Q2: 688,033 shares; 2025Q3: 690,207 shares; 2025Q4: 730,737 shares; 2026Q1: 703,555 shares 703,555 $41.4M 1.59% -27,182 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: 318,541 shares; 2024Q4: 317,439 shares; 2025Q1: 304,159 shares; 2025Q2: 299,078 shares; 2025Q3: 294,521 shares; 2025Q4: 293,564 shares; 2026Q1: 533,714 shares 533,714 $39.5M 1.52% +240,150 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: 84,269 shares; 2024Q4: 89,061 shares; 2025Q1: 97,635 shares; 2025Q2: 115,879 shares; 2025Q3: 124,256 shares; 2025Q4: 128,405 shares; 2026Q1: 136,093 shares 136,093 $38.9M 1.49% +7,688 Timeline USHY 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: 904,458 shares; 2024Q4: 913,257 shares; 2025Q1: 886,460 shares; 2025Q2: 879,733 shares; 2025Q3: 907,040 shares; 2025Q4: 1,018,285 shares; 2026Q1: 1,024,609 shares 1,024,609 $38.2M 1.47% +6,324 Timeline SPEM 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: 453,707 shares; 2024Q4: 476,122 shares; 2025Q1: 539,487 shares; 2025Q2: 597,221 shares; 2025Q3: 621,969 shares; 2025Q4: 620,350 shares; 2026Q1: 666,463 shares 666,463 $34.1M 1.31% +46,113 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: 52,934 shares; 2024Q4: 56,912 shares; 2025Q1: 56,498 shares; 2025Q2: 58,716 shares; 2025Q3: 59,136 shares; 2025Q4: 60,634 shares; 2026Q1: 70,940 shares 70,940 $29.7M 1.14% +10,306 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: 73,041 shares; 2024Q4: 74,238 shares; 2025Q1: 81,500 shares; 2025Q2: 91,786 shares; 2025Q3: 95,870 shares; 2025Q4: 96,622 shares; 2026Q1: 107,590 shares 107,590 $26.7M 1.02% +10,968 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 704,355 shares; 2024Q4: 713,153 shares; 2025Q1: 707,807 shares; 2025Q2: 738,615 shares; 2025Q3: 751,791 shares; 2025Q4: 803,990 shares; 2026Q1: 901,961 shares 901,961 $26.2M 1% +97,971 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: 92,911 shares; 2024Q4: 102,702 shares; 2025Q1: 108,511 shares; 2025Q2: 138,914 shares; 2025Q3: 179,199 shares; 2025Q4: 337,834 shares; 2026Q1: 365,934 shares 365,934 $25.4M 0.97% +28,100 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: 52,258 shares; 2024Q4: 52,582 shares; 2025Q1: 53,917 shares; 2025Q2: 57,855 shares; 2025Q3: 59,437 shares; 2025Q4: 49,978 shares; 2026Q1: 60,518 shares 60,518 $20.4M 0.78% +10,540 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: 173,520 shares; 2024Q4: 178,738 shares; 2025Q1: 170,715 shares; 2025Q2: 180,272 shares; 2025Q3: 176,973 shares; 2025Q4: 181,345 shares; 2026Q1: 184,811 shares 184,811 $19.9M 0.76% +3,466 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: 49,353 shares; 2024Q4: 123,668 shares; 2025Q1: 147,072 shares; 2025Q2: 230,052 shares; 2025Q3: 247,108 shares; 2025Q4: 281,874 shares; 2026Q1: 348,929 shares 348,929 $17.8M 0.68% +67,055 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: 168,906 shares; 2024Q4: 510,214 shares; 2025Q1: 509,364 shares; 2025Q2: 509,754 shares; 2025Q3: 515,366 shares; 2025Q4: 505,898 shares; 2026Q1: 503,303 shares 503,303 $15.6M 0.6% -2,595 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: 11,132 shares; 2024Q4: 11,296 shares; 2025Q1: 28,294 shares; 2025Q2: 29,587 shares; 2025Q3: 26,639 shares; 2025Q4: 26,439 shares; 2026Q1: 36,593 shares 36,593 $14.6M 0.56% +10,154 Timeline WTV 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: 119,903 shares; 2025Q3: 122,290 shares; 2025Q4: 119,455 shares; 2026Q1: 119,177 shares 119,177 $11.8M 0.45% -278 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 206,819 shares; 2024Q4: 231,071 shares; 2025Q1: 250,648 shares; 2025Q2: 266,531 shares; 2025Q3: 276,608 shares; 2025Q4: 312,989 shares; 2026Q1: 345,477 shares 345,477 $9.84M 0.38% +32,488 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: 39,402 shares; 2024Q4: 39,559 shares; 2025Q1: 34,743 shares; 2025Q2: 32,582 shares; 2025Q3: 33,089 shares; 2025Q4: 32,607 shares; 2026Q1: 30,336 shares 30,336 $9.62M 0.37% -2,271 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: 12,685 shares; 2024Q4: 13,275 shares; 2025Q1: 13,173 shares; 2025Q2: 12,612 shares; 2025Q3: 14,030 shares; 2025Q4: 16,058 shares; 2026Q1: 13,843 shares 13,843 $9.29M 0.36% -2,215 Timeline HYMB 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: 477,702 shares; 2024Q4: 518,235 shares; 2025Q1: 497,647 shares; 2025Q2: 447,152 shares; 2025Q3: 591,857 shares; 2025Q4: 642,347 shares; 2026Q1: 364,264 shares 364,264 $9.18M 0.35% -278,083 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: 80,092 shares; 2024Q4: 79,134 shares; 2025Q1: 68,138 shares; 2025Q2: 67,574 shares; 2025Q3: 69,981 shares; 2025Q4: 70,585 shares; 2026Q1: 69,448 shares 69,448 $8.88M 0.34% -1,137 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: 24,941 shares; 2024Q4: 62,763 shares; 2025Q1: 74,541 shares; 2025Q2: 96,459 shares; 2025Q3: 117,588 shares; 2025Q4: 145,371 shares; 2026Q1: 168,800 shares 168,800 $8.53M 0.33% +23,429 Timeline JMHI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 165,575 shares 165,575 $8.33M 0.32% new 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: 33,948 shares; 2024Q4: 33,160 shares; 2025Q1: 32,044 shares; 2025Q2: 21,275 shares; 2025Q3: 21,389 shares; 2025Q4: 28,318 shares; 2026Q1: 29,063 shares 29,063 $8.06M 0.31% +745 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: 58,984 shares; 2024Q4: 61,159 shares; 2025Q1: 60,096 shares; 2025Q2: 54,714 shares; 2025Q3: 57,850 shares; 2025Q4: 55,829 shares; 2026Q1: 53,590 shares 53,590 $7.91M 0.3% -2,239 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: 17,646 shares; 2024Q4: 17,718 shares; 2025Q1: 18,577 shares; 2025Q2: 19,917 shares; 2025Q3: 18,879 shares; 2025Q4: 16,212 shares; 2026Q1: 19,949 shares 19,949 $7.83M 0.3% +3,737 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: 12,109 shares; 2024Q4: 9,289 shares; 2025Q1: 5,966 shares; 2025Q2: 5,860 shares; 2025Q3: 5,854 shares; 2025Q4: 5,854 shares; 2026Q1: 93,107 shares 93,107 $7.77M 0.3% +87,253 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: 17,456 shares; 2024Q4: 17,751 shares; 2025Q1: 17,761 shares; 2025Q2: 17,901 shares; 2025Q3: 18,628 shares; 2025Q4: 18,639 shares; 2026Q1: 16,411 shares 16,411 $7.75M 0.3% -2,228 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 69,928 shares 69,928 $7.69M 0.3% new 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: 61,569 shares; 2024Q4: 64,312 shares; 2025Q1: 64,456 shares; 2025Q2: 65,918 shares; 2025Q3: 69,098 shares; 2025Q4: 70,135 shares; 2026Q1: 86,920 shares 86,920 $7.62M 0.29% +16,785 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: 5,703 shares; 2024Q4: 5,532 shares; 2025Q1: 5,086 shares; 2025Q2: 8,324 shares; 2025Q3: 9,236 shares; 2025Q4: 8,999 shares; 2026Q1: 10,605 shares 10,605 $7.52M 0.29% +1,606 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 281,300 shares 281,300 $7.47M 0.29% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,108 shares; 2024Q4: 8,111 shares; 2025Q1: 7,602 shares; 2025Q2: 8,029 shares; 2025Q3: 8,570 shares; 2025Q4: 8,599 shares; 2026Q1: 7,859 shares 7,859 $7.4M 0.28% -740 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: 54,814 shares; 2024Q4: 55,185 shares; 2025Q1: 48,801 shares; 2025Q2: 49,255 shares; 2025Q3: 25,231 shares; 2025Q4: 23,256 shares; 2026Q1: 21,695 shares 21,695 $7.28M 0.28% -1,561 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: 30,595 shares; 2024Q4: 34,242 shares; 2025Q1: 35,911 shares; 2025Q2: 45,815 shares; 2025Q3: 56,386 shares; 2025Q4: 86,701 shares; 2026Q1: 92,599 shares 92,599 $7.18M 0.28% +5,898 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: 17,607 shares; 2024Q4: 19,455 shares; 2025Q1: 24,667 shares; 2025Q2: 26,854 shares; 2025Q3: 27,572 shares; 2025Q4: 23,772 shares; 2026Q1: 17,787 shares 17,787 $6.97M 0.27% -5,985 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: 4,206 shares; 2024Q4: 4,324 shares; 2025Q1: 4,405 shares; 2025Q2: 4,686 shares; 2025Q3: 5,120 shares; 2025Q4: 5,876 shares; 2026Q1: 6,881 shares 6,881 $6.87M 0.26% +1,005 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: 7,656 shares; 2024Q4: 7,638 shares; 2025Q1: 13,320 shares; 2025Q2: 9,871 shares; 2025Q3: 10,387 shares; 2025Q4: 8,600 shares; 2026Q1: 7,899 shares 7,899 $6.31M 0.24% -701 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: 86,397 shares; 2024Q4: 89,705 shares; 2025Q1: 93,662 shares; 2025Q2: 98,238 shares; 2025Q3: 102,671 shares; 2025Q4: 103,089 shares; 2026Q1: 114,431 shares 114,431 $6.17M 0.24% +11,342 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: 39,986 shares; 2024Q4: 40,795 shares; 2025Q1: 42,630 shares; 2025Q2: 45,203 shares; 2025Q3: 46,228 shares; 2025Q4: 48,050 shares; 2026Q1: 55,671 shares 55,671 $5.92M 0.23% +7,621 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: 20,691 shares; 2024Q4: 20,809 shares; 2025Q1: 19,068 shares; 2025Q2: 19,751 shares; 2025Q3: 23,604 shares; 2025Q4: 24,253 shares; 2026Q1: 16,466 shares 16,466 $5.78M 0.22% -7,787 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: 24,633 shares; 2024Q4: 25,649 shares; 2025Q1: 26,724 shares; 2025Q2: 27,633 shares; 2025Q3: 29,142 shares; 2025Q4: 30,037 shares; 2026Q1: 31,521 shares 31,521 $5.78M 0.22% +1,484 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: 29,621 shares; 2024Q4: 30,252 shares; 2025Q1: 26,172 shares; 2025Q2: 26,300 shares; 2025Q3: 27,635 shares; 2025Q4: 27,532 shares; 2026Q1: 25,018 shares 25,018 $5.77M 0.22% -2,514 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: 27,418 shares; 2024Q4: 27,982 shares; 2025Q1: 29,351 shares; 2025Q2: 29,631 shares; 2025Q3: 30,590 shares; 2025Q4: 29,178 shares; 2026Q1: 28,263 shares 28,263 $5.53M 0.21% -915 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: 7,929 shares; 2024Q4: 8,279 shares; 2025Q1: 7,968 shares; 2025Q2: 7,487 shares; 2025Q3: 8,743 shares; 2025Q4: 10,005 shares; 2026Q1: 10,321 shares 10,321 $5.14M 0.2% +316 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: 22,486 shares; 2024Q4: 22,599 shares; 2025Q1: 22,508 shares; 2025Q2: 24,460 shares; 2025Q3: 25,618 shares; 2025Q4: 24,571 shares; 2026Q1: 26,848 shares 26,848 $5.12M 0.2% +2,277 Timeline HYGH 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: 11,356 shares; 2024Q4: 13,312 shares; 2025Q1: 13,822 shares; 2025Q2: 72,978 shares; 2025Q3: 71,156 shares; 2025Q4: 68,865 shares; 2026Q1: 59,161 shares 59,161 $5.11M 0.2% -9,704 Timeline LDSF 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: 300,165 shares; 2024Q4: 298,388 shares; 2025Q1: 286,868 shares; 2025Q2: 280,402 shares; 2025Q3: 283,708 shares; 2025Q4: 275,170 shares; 2026Q1: 265,279 shares 265,279 $5.07M 0.19% -9,891 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: 10,400 shares; 2024Q4: 10,231 shares; 2025Q1: 9,609 shares; 2025Q2: 9,614 shares; 2025Q3: 8,528 shares; 2025Q4: 8,343 shares; 2026Q1: 10,090 shares 10,090 $4.79M 0.18% +1,747 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: 59,120 shares; 2024Q4: 65,532 shares; 2025Q1: 68,385 shares; 2025Q2: 97,627 shares; 2025Q3: 101,747 shares; 2025Q4: 105,021 shares; 2026Q1: 103,397 shares 103,397 $4.63M 0.18% -1,624 Timeline HTAB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 141,197 shares; 2024Q4: 149,041 shares; 2025Q1: 164,851 shares; 2025Q2: 157,319 shares; 2025Q3: 172,872 shares; 2025Q4: 194,374 shares; 2026Q1: 240,265 shares 240,265 $4.62M 0.18% +45,891 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: 65,725 shares; 2024Q4: 66,141 shares; 2025Q1: 69,008 shares; 2025Q2: 62,814 shares; 2025Q3: 66,805 shares; 2025Q4: 74,801 shares; 2026Q1: 90,351 shares 90,351 $4.56M 0.17% +15,550 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: 38,126 shares; 2024Q4: 39,079 shares; 2025Q1: 32,866 shares; 2025Q2: 28,425 shares; 2025Q3: 30,938 shares; 2025Q4: 32,209 shares; 2026Q1: 31,536 shares 31,536 $4.56M 0.17% -673 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: 3,520 shares; 2024Q4: 3,645 shares; 2025Q1: 3,213 shares; 2025Q2: 3,365 shares; 2025Q3: 3,309 shares; 2025Q4: 4,606 shares; 2026Q1: 9,820 shares 9,820 $4.53M 0.17% +5,214 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: 5,235 shares; 2024Q4: 5,766 shares; 2025Q1: 5,918 shares; 2025Q2: 6,115 shares; 2025Q3: 6,430 shares; 2025Q4: 5,926 shares; 2026Q1: 4,845 shares 4,845 $4.46M 0.17% -1,081 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: 26,029 shares; 2024Q4: 26,261 shares; 2025Q1: 24,326 shares; 2025Q2: 25,054 shares; 2025Q3: 26,073 shares; 2025Q4: 26,394 shares; 2026Q1: 27,567 shares 27,567 $4.33M 0.17% +1,173 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: 63,628 shares; 2024Q4: 65,959 shares; 2025Q1: 68,451 shares; 2025Q2: 60,444 shares; 2025Q3: 56,501 shares; 2025Q4: 57,874 shares; 2026Q1: 56,201 shares 56,201 $4.24M 0.16% -1,673 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: 17,975 shares; 2024Q4: 18,448 shares; 2025Q1: 19,828 shares; 2025Q2: 19,865 shares; 2025Q3: 18,546 shares; 2025Q4: 18,072 shares; 2026Q1: 19,928 shares 19,928 $4.06M 0.16% +1,856 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: 8,775 shares; 2024Q4: 8,804 shares; 2025Q1: 7,530 shares; 2025Q2: 7,297 shares; 2025Q3: 7,623 shares; 2025Q4: 7,963 shares; 2026Q1: 7,788 shares 7,788 $4.02M 0.15% -175 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: 5,948 shares; 2024Q4: 6,075 shares; 2025Q1: 6,612 shares; 2025Q2: 6,514 shares; 2025Q3: 8,584 shares; 2025Q4: 7,289 shares; 2026Q1: 7,618 shares 7,618 $4.01M 0.15% +329 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,502 shares; 2024Q4: 61,719 shares; 2025Q1: 59,606 shares; 2025Q2: 52,548 shares; 2025Q3: 54,007 shares; 2025Q4: 52,178 shares; 2026Q1: 53,581 shares 53,581 $3.99M 0.15% +1,403 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: 11,023 shares; 2024Q4: 11,226 shares; 2025Q1: 14,510 shares; 2025Q2: 15,220 shares; 2025Q3: 16,010 shares; 2025Q4: 18,832 shares; 2026Q1: 22,147 shares 22,147 $3.96M 0.15% +3,315 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: 43,348 shares; 2024Q4: 44,000 shares; 2025Q1: 35,849 shares; 2025Q2: 36,305 shares; 2025Q3: 30,525 shares; 2025Q4: 32,027 shares; 2026Q1: 26,957 shares 26,957 $3.96M 0.15% -5,070 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,479 shares; 2024Q4: 6,406 shares; 2025Q1: 6,807 shares; 2025Q2: 7,259 shares; 2025Q3: 7,941 shares; 2025Q4: 8,045 shares; 2026Q1: 8,222 shares 8,222 $3.83M 0.15% +177 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: 22,793 shares; 2024Q4: 22,128 shares; 2025Q1: 21,178 shares; 2025Q2: 12,551 shares; 2025Q3: 12,611 shares; 2025Q4: 23,919 shares; 2026Q1: 23,956 shares 23,956 $3.7M 0.14% +37 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: 28,748 shares; 2024Q4: 29,732 shares; 2025Q1: 29,702 shares; 2025Q2: 30,850 shares; 2025Q3: 43,126 shares; 2025Q4: 44,338 shares; 2026Q1: 38,485 shares 38,485 $3.69M 0.14% -5,853 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: 46,313 shares; 2024Q4: 47,043 shares; 2025Q1: 40,390 shares; 2025Q2: 39,957 shares; 2025Q3: 37,958 shares; 2025Q4: 36,546 shares; 2026Q1: 26,731 shares 26,731 $3.56M 0.14% -9,815 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: 11,679 shares; 2024Q4: 12,001 shares; 2025Q1: 12,705 shares; 2025Q2: 13,966 shares; 2025Q3: 18,071 shares; 2025Q4: 20,249 shares; 2026Q1: 18,083 shares 18,083 $3.53M 0.14% -2,166 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: 3,480 shares; 2024Q4: 3,375 shares; 2025Q1: 3,349 shares; 2025Q2: 3,315 shares; 2025Q3: 3,484 shares; 2025Q4: 4,135 shares; 2026Q1: 5,334 shares 5,334 $3.48M 0.13% +1,199 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: 42,766 shares; 2024Q4: 43,233 shares; 2025Q1: 38,455 shares; 2025Q2: 36,920 shares; 2025Q3: 73,787 shares; 2025Q4: 74,765 shares; 2026Q1: 74,643 shares 74,643 $3.47M 0.13% -122 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 357,453 shares; 2024Q4: 367,387 shares; 2025Q1: 377,529 shares; 2025Q2: 421,086 shares; 2025Q3: 51,650 shares; 2025Q4: 47,008 shares; 2026Q1: 33,789 shares 33,789 $3.38M 0.13% -13,219 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: 16,254 shares; 2024Q4: 16,402 shares; 2025Q1: 13,847 shares; 2025Q2: 12,979 shares; 2025Q3: 14,607 shares; 2025Q4: 15,599 shares; 2026Q1: 10,655 shares 10,655 $3.35M 0.13% -4,944 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,416 shares; 2024Q4: 13,885 shares; 2025Q1: 12,354 shares; 2025Q2: 8,750 shares; 2025Q3: 8,761 shares; 2025Q4: 8,264 shares; 2026Q1: 8,411 shares 8,411 $3.34M 0.13% +147 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,881 shares; 2024Q4: 106,447 shares; 2025Q1: 97,046 shares; 2025Q2: 82,846 shares; 2025Q3: 83,908 shares; 2025Q4: 68,627 shares; 2026Q1: 67,549 shares 67,549 $3.21M 0.12% -1,078 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: 88,680 shares; 2024Q4: 94,312 shares; 2025Q1: 72,014 shares; 2025Q2: 72,028 shares; 2025Q3: 109,430 shares; 2025Q4: 110,950 shares; 2026Q1: 115,839 shares 115,839 $3.19M 0.12% +4,889 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,103 shares; 2024Q4: 52,946 shares; 2025Q1: 56,787 shares; 2025Q2: 59,704 shares; 2025Q3: 61,201 shares; 2025Q4: 64,031 shares; 2026Q1: 68,949 shares 68,949 $3.17M 0.12% +4,918 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 17,315 shares; 2025Q2: 19,264 shares; 2025Q3: 20,089 shares; 2025Q4: 20,456 shares; 2026Q1: 21,953 shares 21,953 $3.15M 0.12% +1,497 Timeline QDPL 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: 138,273 shares; 2024Q4: 113,406 shares; 2025Q1: 120,601 shares; 2025Q2: 95,607 shares; 2025Q3: 93,259 shares; 2025Q4: 84,791 shares; 2026Q1: 70,613 shares 70,613 $3.07M 0.12% -14,178 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: 69,322 shares; 2024Q4: 70,688 shares; 2025Q1: 75,638 shares; 2025Q2: 79,929 shares; 2025Q3: 95,516 shares; 2025Q4: 128,539 shares; 2026Q1: 102,782 shares 102,782 $3.06M 0.12% -25,757 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,030 shares; 2024Q4: 15,840 shares; 2025Q1: 15,717 shares; 2025Q2: 16,148 shares; 2025Q3: 18,189 shares; 2025Q4: 21,685 shares; 2026Q1: 23,600 shares 23,600 $3.05M 0.12% +1,915 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,533 shares; 2024Q4: 10,973 shares; 2025Q1: 11,709 shares; 2025Q2: 11,786 shares; 2025Q3: 14,525 shares; 2025Q4: 14,146 shares; 2026Q1: 14,755 shares 14,755 $2.88M 0.11% +609 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: 52,748 shares; 2024Q4: 53,692 shares; 2025Q1: 56,270 shares; 2025Q2: 54,578 shares; 2025Q3: 52,692 shares; 2025Q4: 53,857 shares; 2026Q1: 55,296 shares 55,296 $2.81M 0.11% +1,439 Timeline IHI 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: 78,719 shares; 2024Q4: 78,350 shares; 2025Q1: 75,738 shares; 2025Q2: 50,389 shares; 2025Q3: 51,022 shares; 2025Q4: 49,852 shares; 2026Q1: 51,859 shares 51,859 $2.79M 0.11% +2,007 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: 1,566 shares; 2024Q4: 1,553 shares; 2025Q1: 1,103 shares; 2025Q2: 1,018 shares; 2025Q3: 4,937 shares; 2025Q4: 4,918 shares; 2026Q1: 4,774 shares 4,774 $2.77M 0.11% -144 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,340 shares; 2024Q4: 72,647 shares; 2025Q1: 65,493 shares; 2025Q2: 63,543 shares; 2025Q3: 75,060 shares; 2025Q4: 91,593 shares; 2026Q1: 74,228 shares 74,228 $2.73M 0.1% -17,365 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,947 shares; 2025Q4: 6,234 shares; 2026Q1: 6,665 shares 6,665 $2.72M 0.1% +431 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: 20,555 shares; 2024Q4: 21,103 shares; 2025Q1: 19,309 shares; 2025Q2: 19,749 shares; 2025Q3: 22,264 shares; 2025Q4: 22,677 shares; 2026Q1: 22,240 shares 22,240 $2.6M 0.1% -437 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: 48,215 shares; 2024Q4: 48,298 shares; 2025Q1: 46,005 shares; 2025Q2: 47,074 shares; 2025Q3: 57,365 shares; 2025Q4: 59,475 shares; 2026Q1: 44,014 shares 44,014 $2.6M 0.1% -15,461 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: 16,904 shares; 2024Q4: 18,352 shares; 2025Q1: 19,533 shares; 2025Q2: 19,380 shares; 2025Q3: 19,758 shares; 2025Q4: 20,346 shares; 2026Q1: 19,773 shares 19,773 $2.49M 0.1% -573 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: 28,128 shares; 2024Q4: 28,926 shares; 2025Q1: 24,075 shares; 2025Q2: 24,482 shares; 2025Q3: 26,749 shares; 2025Q4: 27,365 shares; 2026Q1: 26,443 shares 26,443 $2.43M 0.09% -922 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: 22,697 shares; 2024Q4: 24,490 shares; 2025Q1: 25,323 shares; 2025Q2: 25,219 shares; 2025Q3: 27,598 shares; 2025Q4: 30,009 shares; 2026Q1: 20,220 shares 20,220 $2.35M 0.09% -9,789 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: 14,902 shares; 2024Q4: 15,545 shares; 2025Q1: 15,042 shares; 2025Q2: 15,681 shares; 2025Q3: 15,627 shares; 2025Q4: 16,784 shares; 2026Q1: 10,193 shares 10,193 $2.34M 0.09% -6,591 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: 8,033 shares; 2024Q4: 8,517 shares; 2025Q1: 7,076 shares; 2025Q2: 7,415 shares; 2025Q3: 7,378 shares; 2025Q4: 7,729 shares; 2026Q1: 8,735 shares 8,735 $2.22M 0.09% +1,006 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: 14,251 shares; 2024Q4: 14,649 shares; 2025Q1: 23,518 shares; 2025Q2: 23,206 shares; 2025Q3: 24,240 shares; 2025Q4: 25,728 shares; 2026Q1: 26,404 shares 26,404 $2.21M 0.08% +676 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: 3,900 shares; 2024Q4: 3,900 shares; 2025Q1: 3,856 shares; 2025Q2: 4,764 shares; 2025Q3: 4,654 shares; 2025Q4: 4,979 shares; 2026Q1: 5,639 shares 5,639 $2.19M 0.08% +660 Timeline PKB 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: not reported; 2026Q1: 20,314 shares 20,314 $2.18M 0.08% new 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: 4,391 shares; 2024Q4: 4,243 shares; 2025Q1: 3,588 shares; 2025Q2: 3,605 shares; 2025Q3: 5,530 shares; 2025Q4: 5,712 shares; 2026Q1: 6,140 shares 6,140 $2.15M 0.08% +428 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: 47,849 shares; 2024Q4: 45,005 shares; 2025Q1: 36,368 shares; 2025Q2: 38,413 shares; 2025Q3: 40,298 shares; 2025Q4: 36,773 shares; 2026Q1: 25,932 shares 25,932 $2.13M 0.08% -10,841 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: 10,025 shares; 2024Q4: 10,373 shares; 2025Q1: 12,210 shares; 2025Q2: 12,641 shares; 2025Q3: 14,736 shares; 2025Q4: 16,143 shares; 2026Q1: 8,061 shares 8,061 $2.03M 0.08% -8,082 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: 1,317 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,544 shares; 2025Q3: 9,631 shares; 2025Q4: 10,344 shares; 2026Q1: 9,622 shares 9,622 $1.97M 0.08% -722 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: 6,753 shares; 2024Q4: 6,761 shares; 2025Q1: 6,965 shares; 2025Q2: 7,146 shares; 2025Q3: 7,110 shares; 2025Q4: 7,238 shares; 2026Q1: 8,363 shares 8,363 $1.9M 0.07% +1,125 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: 1,120 shares; 2024Q4: 1,112 shares; 2025Q1: 1,147 shares; 2025Q2: 1,443 shares; 2025Q3: 1,531 shares; 2025Q4: 1,611 shares; 2026Q1: 7,429 shares 7,429 $1.88M 0.07% +5,818 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: 6,583 shares; 2024Q4: 7,343 shares; 2025Q1: 6,986 shares; 2025Q2: 6,779 shares; 2025Q3: 6,848 shares; 2025Q4: 6,664 shares; 2026Q1: 5,697 shares 5,697 $1.84M 0.07% -967 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: 82,556 shares; 2024Q4: 70,267 shares; 2025Q1: 69,050 shares; 2025Q2: 66,467 shares; 2025Q3: 61,156 shares; 2025Q4: 55,057 shares; 2026Q1: 46,070 shares 46,070 $1.84M 0.07% -8,987 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: 1,782 shares; 2024Q4: 1,676 shares; 2025Q1: 1,583 shares; 2025Q2: 2,399 shares; 2025Q3: 2,268 shares; 2025Q4: 1,826 shares; 2026Q1: 2,545 shares 2,545 $1.81M 0.07% +719 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: 5,010 shares; 2024Q4: 5,262 shares; 2025Q1: 4,790 shares; 2025Q2: 4,604 shares; 2025Q3: 4,408 shares; 2025Q4: 4,971 shares; 2026Q1: 4,122 shares 4,122 $1.67M 0.06% -849 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,037 shares; 2024Q4: 10,126 shares; 2025Q1: 6,596 shares; 2025Q2: 5,336 shares; 2025Q3: 7,693 shares; 2025Q4: 8,868 shares; 2026Q1: 9,317 shares 9,317 $1.63M 0.06% +449 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: 81,098 shares; 2024Q4: 65,430 shares; 2025Q1: 52,505 shares; 2025Q2: 48,745 shares; 2025Q3: 19,718 shares; 2025Q4: 19,165 shares; 2026Q1: 16,999 shares 16,999 $1.61M 0.06% -2,166 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: 22,066 shares; 2024Q4: 22,268 shares; 2025Q1: 25,188 shares; 2025Q2: 24,826 shares; 2025Q3: 25,586 shares; 2025Q4: 27,423 shares; 2026Q1: 27,809 shares 27,809 $1.59M 0.06% +386 Timeline IMCG 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: 15,965 shares; 2024Q4: 16,895 shares; 2025Q1: 17,515 shares; 2025Q2: 17,070 shares; 2025Q3: 17,391 shares; 2025Q4: 18,063 shares; 2026Q1: 17,934 shares 17,934 $1.57M 0.06% -129 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,841 shares 22,841 $1.38M 0.05% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,728 shares; 2024Q4: 7,096 shares; 2025Q1: 7,277 shares; 2025Q2: 7,167 shares; 2025Q3: 7,659 shares; 2025Q4: 6,852 shares; 2026Q1: 7,743 shares 7,743 $1.37M 0.05% +891 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,772 shares; 2024Q4: 1,780 shares; 2025Q1: 1,673 shares; 2025Q2: 2,360 shares; 2025Q3: 2,349 shares; 2025Q4: 2,330 shares; 2026Q1: 2,267 shares 2,267 $1.35M 0.05% -63 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,292 shares; 2024Q4: 3,099 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,979 shares; 2025Q4: 2,979 shares; 2026Q1: 2,937 shares 2,937 $1.21M 0.05% -42 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: 6,972 shares; 2024Q4: 6,920 shares; 2025Q1: 7,084 shares; 2025Q2: 7,051 shares; 2025Q3: 6,634 shares; 2025Q4: 6,932 shares; 2026Q1: 7,593 shares 7,593 $1.16M 0.04% +661 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: not reported; 2024Q4: 17,841 shares; 2025Q1: 25,542 shares; 2025Q2: 19,707 shares; 2025Q3: 17,170 shares; 2025Q4: 11,181 shares; 2026Q1: 11,233 shares 11,233 $1.12M 0.04% +52 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: 2,034 shares; 2024Q4: 2,052 shares; 2025Q1: 3,296 shares; 2025Q2: 4,435 shares; 2025Q3: 3,424 shares; 2025Q4: 3,565 shares; 2026Q1: 3,609 shares 3,609 $1.1M 0.04% +44 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: 17,365 shares; 2024Q4: 16,095 shares; 2025Q1: 14,325 shares; 2025Q2: 14,080 shares; 2025Q3: 13,005 shares; 2025Q4: 11,765 shares; 2026Q1: 11,284 shares 11,284 $1.08M 0.04% -481 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: 20,725 shares; 2024Q4: 20,726 shares; 2025Q1: 20,206 shares; 2025Q2: 20,608 shares; 2025Q3: 20,526 shares; 2025Q4: 20,764 shares; 2026Q1: 21,205 shares 21,205 $1.08M 0.04% +441 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,320 shares 4,320 $1.06M 0.04% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,113 shares; 2024Q4: 98,510 shares; 2025Q1: 20,627 shares; 2025Q2: 21,713 shares; 2025Q3: 20,111 shares; 2025Q4: 19,479 shares; 2026Q1: 15,928 shares 15,928 $1.05M 0.04% -3,551 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: 8,807 shares; 2024Q4: 8,665 shares; 2025Q1: 7,523 shares; 2025Q2: 8,547 shares; 2025Q3: 8,577 shares; 2025Q4: 8,008 shares; 2026Q1: 7,603 shares 7,603 $1.05M 0.04% -405 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: 6,751 shares; 2024Q4: 7,265 shares; 2025Q1: 7,387 shares; 2025Q2: 6,202 shares; 2025Q3: 5,836 shares; 2025Q4: 2,148 shares; 2026Q1: 1,544 shares 1,544 $998K 0.04% -604 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,749 shares; 2024Q4: 36,270 shares; 2025Q1: 17,539 shares; 2025Q2: 12,542 shares; 2025Q3: 12,115 shares; 2025Q4: 17,522 shares; 2026Q1: 11,884 shares 11,884 $945K 0.04% -5,638 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 15,438 shares 15,438 $942K 0.04% new Timeline REZ 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: 55,672 shares; 2024Q4: 43,469 shares; 2025Q1: 18,376 shares; 2025Q2: 11,985 shares; 2025Q3: 11,282 shares; 2025Q4: 10,793 shares; 2026Q1: 9,934 shares 9,934 $891K 0.03% -859 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: 17,174 shares; 2024Q4: 17,724 shares; 2025Q1: 10,315 shares; 2025Q2: 8,825 shares; 2025Q3: 8,895 shares; 2025Q4: 10,127 shares; 2026Q1: 10,571 shares 10,571 $883K 0.03% +444 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,986 shares; 2024Q4: 13,988 shares; 2025Q1: 13,286 shares; 2025Q2: 10,380 shares; 2025Q3: 10,379 shares; 2025Q4: 10,438 shares; 2026Q1: 10,410 shares 10,410 $836K 0.03% -28 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 28,151 shares; 2026Q1: 26,036 shares 26,036 $807K 0.03% -2,115 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: 4,126 shares; 2024Q4: 4,377 shares; 2025Q1: 3,834 shares; 2025Q2: 3,358 shares; 2025Q3: 3,282 shares; 2025Q4: 1,862 shares; 2026Q1: 2,629 shares 2,629 $807K 0.03% +767 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: not reported; 2024Q4: 4,838 shares; 2025Q1: 5,503 shares; 2025Q2: 6,237 shares; 2025Q3: 5,497 shares; 2025Q4: 5,252 shares; 2026Q1: 5,498 shares 5,498 $802K 0.03% +246 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: 13,308 shares; 2024Q4: 13,169 shares; 2025Q1: 13,169 shares; 2025Q2: 12,287 shares; 2025Q3: 12,468 shares; 2025Q4: 10,916 shares; 2026Q1: 9,959 shares 9,959 $801K 0.03% -957 Timeline Q QNITY ELECTRONICS INC More: the full row for QNITY ELECTRONICS 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: 5,542 shares; 2026Q1: 5,755 shares 5,755 $795K 0.03% +213 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: 5,694 shares; 2024Q4: 5,604 shares; 2025Q1: 3,403 shares; 2025Q2: 3,348 shares; 2025Q3: 3,387 shares; 2025Q4: 3,309 shares; 2026Q1: 3,352 shares 3,352 $762K 0.03% +43 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: 1,243 shares; 2024Q4: 1,109 shares; 2025Q1: 1,072 shares; 2025Q2: 1,070 shares; 2025Q3: 1,098 shares; 2025Q4: 1,114 shares; 2026Q1: 2,719 shares 2,719 $761K 0.03% +1,605 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: 4,797 shares; 2024Q4: 4,792 shares; 2025Q1: 6,491 shares; 2025Q2: 5,180 shares; 2025Q3: 5,358 shares; 2025Q4: 5,047 shares; 2026Q1: 4,729 shares 4,729 $745K 0.03% -318 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: 370 shares; 2024Q4: 377 shares; 2025Q1: 601 shares; 2025Q2: 698 shares; 2025Q3: 661 shares; 2025Q4: 6,830 shares; 2026Q1: 7,758 shares 7,758 $736K 0.03% +928 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: 3,163 shares; 2024Q4: 3,109 shares; 2025Q1: 2,322 shares; 2025Q2: 1,971 shares; 2025Q3: 2,010 shares; 2025Q4: 2,031 shares; 2026Q1: 2,632 shares 2,632 $730K 0.03% +601 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: 5,076 shares; 2024Q4: 4,951 shares; 2025Q1: 1,968 shares; 2025Q2: 2,881 shares; 2025Q3: 2,780 shares; 2025Q4: 2,427 shares; 2026Q1: 2,445 shares 2,445 $672K 0.03% +18 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: 127,254 shares; 2024Q4: 130,022 shares; 2025Q1: 51,410 shares; 2025Q2: 36,187 shares; 2025Q3: 32,422 shares; 2025Q4: 29,066 shares; 2026Q1: 25,435 shares 25,435 $666K 0.03% -3,631 Timeline AMBQ AMBIQ MICRO INC More: the full row for AMBIQ MICRO 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: 18,928 shares 18,928 $665K 0.03% new Timeline ESGU 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: 3,383 shares; 2024Q4: 3,028 shares; 2025Q1: 1,890 shares; 2025Q2: 2,562 shares; 2025Q3: 3,668 shares; 2025Q4: 4,778 shares; 2026Q1: 4,310 shares 4,310 $665K 0.03% -468 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: 2,706 shares; 2024Q4: 2,537 shares; 2025Q1: 2,539 shares; 2025Q2: 1,955 shares; 2025Q3: 2,043 shares; 2025Q4: 2,044 shares; 2026Q1: 3,228 shares 3,228 $658K 0.03% +1,184 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: 2,695 shares; 2024Q4: 2,765 shares; 2025Q1: 2,422 shares; 2025Q2: 2,172 shares; 2025Q3: 2,145 shares; 2025Q4: 1,942 shares; 2026Q1: 1,980 shares 1,980 $657K 0.03% +38 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,400 shares; 2026Q1: 2,484 shares 2,484 $654K 0.03% +1,084 Timeline XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,198 shares; 2024Q4: 13,736 shares; 2025Q1: 14,411 shares; 2025Q2: 12,340 shares; 2025Q3: 12,030 shares; 2025Q4: 10,023 shares; 2026Q1: 10,514 shares 10,514 $652K 0.03% +491 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: 2,409 shares; 2024Q4: 1,594 shares; 2025Q1: 1,490 shares; 2025Q2: 1,915 shares; 2025Q3: 1,608 shares; 2025Q4: 1,630 shares; 2026Q1: 7,557 shares 7,557 $623K 0.02% +5,927 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: 3,812 shares; 2024Q4: 3,097 shares; 2025Q1: 3,065 shares; 2025Q2: 2,443 shares; 2025Q3: 2,332 shares; 2025Q4: 1,765 shares; 2026Q1: 1,660 shares 1,660 $623K 0.02% -105 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: 1,863 shares; 2024Q4: 2,032 shares; 2025Q1: 1,312 shares; 2025Q2: 1,846 shares; 2025Q3: 1,858 shares; 2025Q4: 1,915 shares; 2026Q1: 1,696 shares 1,696 $621K 0.02% -219 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: 7,445 shares; 2024Q4: 7,068 shares; 2025Q1: 6,963 shares; 2025Q2: 5,522 shares; 2025Q3: 4,888 shares; 2025Q4: 5,595 shares; 2026Q1: 5,631 shares 5,631 $614K 0.02% +36 Timeline LCTU 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: 4,585 shares; 2024Q4: 4,446 shares; 2025Q1: 4,365 shares; 2025Q2: 6,875 shares; 2025Q3: 7,550 shares; 2025Q4: 8,204 shares; 2026Q1: 8,031 shares 8,031 $612K 0.02% -173 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: 1,412 shares; 2024Q4: 1,391 shares; 2025Q1: 1,244 shares; 2025Q2: 2,326 shares; 2025Q3: 2,718 shares; 2025Q4: 3,020 shares; 2026Q1: 2,589 shares 2,589 $605K 0.02% -431 Timeline ARKB ARK 21SHARES BITCOIN ETF More: the full row for ARK 21SHARES BITCOIN 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: 23,751 shares 23,751 $601K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,061 shares; 2024Q4: 58,923 shares; 2025Q1: 10,810 shares; 2025Q2: 9,433 shares; 2025Q3: 8,333 shares; 2025Q4: 8,680 shares; 2026Q1: 8,294 shares 8,294 $598K 0.02% -386 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: 6,336 shares; 2024Q4: 6,902 shares; 2025Q1: 7,335 shares; 2025Q2: 7,711 shares; 2025Q3: 8,073 shares; 2025Q4: 8,559 shares; 2026Q1: 8,576 shares 8,576 $581K 0.02% +17 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,327 shares; 2024Q4: 9,720 shares; 2025Q1: 10,668 shares; 2025Q2: 10,677 shares; 2025Q3: 10,666 shares; 2025Q4: 9,848 shares; 2026Q1: 9,064 shares 9,064 $564K 0.02% -784 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: 2,795 shares; 2024Q4: 2,788 shares; 2025Q1: 2,505 shares; 2025Q2: 2,685 shares; 2025Q3: 2,679 shares; 2025Q4: 2,635 shares; 2026Q1: 2,627 shares 2,627 $562K 0.02% -8 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,630 shares; 2025Q2: 1,481 shares; 2025Q3: 1,483 shares; 2025Q4: 1,483 shares; 2026Q1: 1,484 shares 1,484 $562K 0.02% +1 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,221 shares; 2024Q4: 13,470 shares; 2025Q1: 4,545 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,490 shares 9,490 $557K 0.02% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,680 shares; 2024Q4: 4,212 shares; 2025Q1: 2,013 shares; 2025Q2: 2,017 shares; 2025Q3: 2,764 shares; 2025Q4: 2,863 shares; 2026Q1: 3,762 shares 3,762 $549K 0.02% +899 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 2,234 shares 2,234 $548K 0.02% new 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: 10,000 shares; 2024Q4: 9,863 shares; 2025Q1: 9,033 shares; 2025Q2: 6,916 shares; 2025Q3: 6,889 shares; 2025Q4: 6,825 shares; 2026Q1: 6,757 shares 6,757 $525K 0.02% -68 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,988 shares; 2025Q3: 11,025 shares; 2025Q4: 9,304 shares; 2026Q1: 9,304 shares 9,304 $524K 0.02% 0 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: 8,978 shares; 2024Q4: 9,397 shares; 2025Q1: 11,545 shares; 2025Q2: 9,107 shares; 2025Q3: 9,642 shares; 2025Q4: 6,522 shares; 2026Q1: 8,048 shares 8,048 $520K 0.02% +1,526 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: 3,637 shares; 2024Q4: 4,004 shares; 2025Q1: 3,594 shares; 2025Q2: 3,210 shares; 2025Q3: 3,572 shares; 2025Q4: 3,673 shares; 2026Q1: 3,800 shares 3,800 $516K 0.02% +127 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,755 shares; 2024Q4: 9,575 shares; 2025Q1: 6,000 shares; 2025Q2: 6,240 shares; 2025Q3: 5,955 shares; 2025Q4: 6,295 shares; 2026Q1: 6,220 shares 6,220 $514K 0.02% -75 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: 1,899 shares; 2024Q4: 2,354 shares; 2025Q1: 1,523 shares; 2025Q2: 1,478 shares; 2025Q3: 1,433 shares; 2025Q4: 1,487 shares; 2026Q1: 1,162 shares 1,162 $514K 0.02% -325 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,617 shares; 2024Q4: 14,620 shares; 2025Q1: 13,915 shares; 2025Q2: 11,138 shares; 2025Q3: 11,118 shares; 2025Q4: 10,996 shares; 2026Q1: 10,913 shares 10,913 $513K 0.02% -83 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,490 shares; 2025Q4: 2,778 shares; 2026Q1: 1,139 shares 1,139 $511K 0.02% -1,639 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: 2,027 shares; 2024Q4: 1,937 shares; 2025Q1: 1,631 shares; 2025Q2: 1,555 shares; 2025Q3: 1,556 shares; 2025Q4: 1,541 shares; 2026Q1: 1,452 shares 1,452 $509K 0.02% -89 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: 4,617 shares; 2024Q4: 4,682 shares; 2025Q1: 4,439 shares; 2025Q2: 4,314 shares; 2025Q3: 4,353 shares; 2025Q4: 4,373 shares; 2026Q1: 3,364 shares 3,364 $502K 0.02% -1,009 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,971 shares; 2024Q4: 4,565 shares; 2025Q1: 6,497 shares; 2025Q2: 4,536 shares; 2025Q3: 4,262 shares; 2025Q4: 3,752 shares; 2026Q1: 3,678 shares 3,678 $497K 0.02% -74 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,363 shares; 2025Q1: 4,265 shares; 2025Q2: 3,967 shares; 2025Q3: 4,285 shares; 2025Q4: 4,757 shares; 2026Q1: 4,784 shares 4,784 $491K 0.02% +27 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,816 shares; 2025Q4: 6,034 shares; 2026Q1: 5,828 shares 5,828 $474K 0.02% -206 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC 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: 2,303 shares 2,303 $462K 0.02% new Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,231 shares; 2025Q4: 5,087 shares; 2026Q1: 5,510 shares 5,510 $460K 0.02% +423 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: 2,222 shares; 2024Q4: 2,220 shares; 2025Q1: 2,556 shares; 2025Q2: 2,557 shares; 2025Q3: 2,832 shares; 2025Q4: 3,160 shares; 2026Q1: 2,963 shares 2,963 $460K 0.02% -197 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: 2,076 shares; 2024Q4: not reported; 2025Q1: 2,121 shares; 2025Q2: 3,072 shares; 2025Q3: 3,338 shares; 2025Q4: 3,601 shares; 2026Q1: 3,369 shares 3,369 $448K 0.02% -232 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: 642 shares; 2024Q4: 643 shares; 2025Q1: 561 shares; 2025Q2: 561 shares; 2025Q3: 561 shares; 2025Q4: 523 shares; 2026Q1: 4,392 shares 4,392 $446K 0.02% +3,869 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,022 shares; 2024Q4: 4,881 shares; 2025Q1: 5,308 shares; 2025Q2: 4,939 shares; 2025Q3: 5,129 shares; 2025Q4: 3,906 shares; 2026Q1: 4,035 shares 4,035 $432K 0.02% +129 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: 291 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 264 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 526 shares 526 $427K 0.02% new 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: 1,433 shares; 2024Q4: 1,416 shares; 2025Q1: 1,159 shares; 2025Q2: 1,191 shares; 2025Q3: 1,186 shares; 2025Q4: 1,214 shares; 2026Q1: 1,285 shares 1,285 $424K 0.02% +71 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: 3,143 shares; 2024Q4: 3,370 shares; 2025Q1: 3,507 shares; 2025Q2: 3,575 shares; 2025Q3: 3,671 shares; 2025Q4: 3,837 shares; 2026Q1: 4,376 shares 4,376 $419K 0.02% +539 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: 4,962 shares; 2025Q3: 5,303 shares; 2025Q4: 6,037 shares; 2026Q1: 8,729 shares 8,729 $417K 0.02% +2,692 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,738 shares; 2024Q4: 2,738 shares; 2025Q1: 2,743 shares; 2025Q2: 2,734 shares; 2025Q3: 2,736 shares; 2025Q4: 2,734 shares; 2026Q1: 1,554 shares 1,554 $416K 0.02% -1,180 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: 11,697 shares; 2024Q4: 14,458 shares; 2025Q1: 11,078 shares; 2025Q2: 11,216 shares; 2025Q3: 11,235 shares; 2025Q4: 9,548 shares; 2026Q1: 9,478 shares 9,478 $414K 0.02% -70 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY 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: 1,793 shares; 2025Q3: 1,994 shares; 2025Q4: 2,017 shares; 2026Q1: 1,830 shares 1,830 $414K 0.02% -187 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: 5,567 shares; 2024Q4: 5,567 shares; 2025Q1: 4,347 shares; 2025Q2: 4,347 shares; 2025Q3: 5,316 shares; 2025Q4: 5,316 shares; 2026Q1: 5,312 shares 5,312 $412K 0.02% -4 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: 637 shares; 2024Q4: 637 shares; 2025Q1: 867 shares; 2025Q2: 658 shares; 2025Q3: 638 shares; 2025Q4: 648 shares; 2026Q1: 637 shares 637 $405K 0.02% -11 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: not reported; 2025Q1: 561 shares; 2025Q2: 442 shares; 2025Q3: 438 shares; 2025Q4: 420 shares; 2026Q1: 385 shares 385 $404K 0.02% -35 Timeline SUSC 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: 9,584 shares; 2025Q3: 11,731 shares; 2025Q4: 13,412 shares; 2026Q1: 16,816 shares 16,816 $392K 0.02% +3,404 Timeline PHYS 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,621 shares 10,621 $388K 0.01% new Timeline MIY BLACKROCK MUNIYIELD MICH QU More: the full row for BLACKROCK MUNIYIELD MICH QU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,050 shares; 2024Q4: 19,250 shares; 2025Q1: 32,000 shares; 2025Q2: 34,700 shares; 2025Q3: 30,900 shares; 2025Q4: 32,200 shares; 2026Q1: 32,200 shares 32,200 $382K 0.01% 0 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,395 shares; 2024Q4: 13,189 shares; 2025Q1: 13,189 shares; 2025Q2: 11,147 shares; 2025Q3: 11,147 shares; 2025Q4: 9,684 shares; 2026Q1: 9,684 shares 9,684 $381K 0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 703 shares; 2024Q4: 703 shares; 2025Q1: 693 shares; 2025Q2: 693 shares; 2025Q3: 683 shares; 2025Q4: 683 shares; 2026Q1: 683 shares 683 $373K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,210 shares; 2024Q4: 3,201 shares; 2025Q1: 3,253 shares; 2025Q2: 2,964 shares; 2025Q3: 2,882 shares; 2025Q4: 2,810 shares; 2026Q1: 2,476 shares 2,476 $373K 0.01% -334 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: 5,523 shares; 2024Q4: 5,542 shares; 2025Q1: 5,640 shares; 2025Q2: 4,383 shares; 2025Q3: 4,264 shares; 2025Q4: 4,316 shares; 2026Q1: 3,973 shares 3,973 $372K 0.01% -343 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 350 shares; 2025Q4: 382 shares; 2026Q1: 366 shares 366 $363K 0.01% -16 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: 2,748 shares; 2024Q4: 2,826 shares; 2025Q1: 2,757 shares; 2025Q2: 2,821 shares; 2025Q3: 1,174 shares; 2025Q4: 1,167 shares; 2026Q1: 1,424 shares 1,424 $354K 0.01% +257 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,422 shares; 2024Q4: 2,356 shares; 2025Q1: 2,324 shares; 2025Q2: 1,747 shares; 2025Q3: 1,614 shares; 2025Q4: 1,551 shares; 2026Q1: 1,556 shares 1,556 $347K 0.01% +5 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184 shares; 2024Q4: 184 shares; 2025Q1: 182 shares; 2025Q2: 176 shares; 2025Q3: 176 shares; 2025Q4: 176 shares; 2026Q1: 176 shares 176 $346K 0.01% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,361 shares; 2024Q4: 6,362 shares; 2025Q1: 6,362 shares; 2025Q2: 6,439 shares; 2025Q3: 6,440 shares; 2025Q4: 6,441 shares; 2026Q1: 7,413 shares 7,413 $345K 0.01% +972 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,052 shares; 2025Q3: 3,059 shares; 2025Q4: 2,554 shares; 2026Q1: 1,662 shares 1,662 $342K 0.01% -892 Timeline SMB 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: 14,200 shares; 2024Q4: 14,200 shares; 2025Q1: 19,800 shares; 2025Q2: 19,800 shares; 2025Q3: 17,500 shares; 2025Q4: 19,400 shares; 2026Q1: 19,400 shares 19,400 $336K 0.01% 0 Timeline FSSL FS SPECIALTY LENDING FD More: the full row for FS SPECIALTY LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 32,861 shares; 2026Q1: 26,908 shares 26,908 $336K 0.01% -5,953 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 415,139 shares; 2024Q4: 479,977 shares; 2025Q1: 580,500 shares; 2025Q2: 481,391 shares; 2025Q3: 452,850 shares; 2025Q4: 17,007 shares; 2026Q1: 8,796 shares 8,796 $334K 0.01% -8,211 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: 981 shares; 2024Q4: 1,134 shares; 2025Q1: 932 shares; 2025Q2: 1,115 shares; 2025Q3: 1,216 shares; 2025Q4: 1,192 shares; 2026Q1: 1,224 shares 1,224 $334K 0.01% +32 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,438 shares; 2024Q4: 27,450 shares; 2025Q1: 27,684 shares; 2025Q2: 26,359 shares; 2025Q3: 26,005 shares; 2025Q4: 27,446 shares; 2026Q1: 19,288 shares 19,288 $329K 0.01% -8,158 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,223 shares; 2025Q3: 7,578 shares; 2025Q4: not reported; 2026Q1: 10,100 shares 10,100 $329K 0.01% new Timeline USXF 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: 4,344 shares; 2024Q4: 4,804 shares; 2025Q1: 5,087 shares; 2025Q2: 5,645 shares; 2025Q3: 4,481 shares; 2025Q4: 4,929 shares; 2026Q1: 5,263 shares 5,263 $327K 0.01% +334 Timeline SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,055 shares; 2025Q3: 15,773 shares; 2025Q4: 15,998 shares; 2026Q1: 14,596 shares 14,596 $324K 0.01% -1,402 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: 14,578 shares; 2024Q4: 14,791 shares; 2025Q1: 2,280 shares; 2025Q2: 1,651 shares; 2025Q3: 1,374 shares; 2025Q4: 1,303 shares; 2026Q1: 1,418 shares 1,418 $322K 0.01% +115 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: 3,572 shares; 2024Q4: 2,864 shares; 2025Q1: 2,887 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,430 shares; 2026Q1: 3,113 shares 3,113 $313K 0.01% +683 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: 1,959 shares; 2024Q4: 1,877 shares; 2025Q1: 1,826 shares; 2025Q2: 1,790 shares; 2025Q3: 1,741 shares; 2025Q4: 1,531 shares; 2026Q1: 1,543 shares 1,543 $312K 0.01% +12 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: 8,589 shares; 2024Q4: 5,813 shares; 2025Q1: 7,992 shares; 2025Q2: 7,460 shares; 2025Q3: 6,185 shares; 2025Q4: 5,588 shares; 2026Q1: 5,313 shares 5,313 $311K 0.01% -275 Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,870 shares; 2024Q4: 11,440 shares; 2025Q1: 14,415 shares; 2025Q2: 18,454 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 12,031 shares 12,031 $311K 0.01% new 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: 2,728 shares; 2024Q4: 2,728 shares; 2025Q1: 2,729 shares; 2025Q2: 2,766 shares; 2025Q3: 2,767 shares; 2025Q4: 2,825 shares; 2026Q1: 2,702 shares 2,702 $311K 0.01% -123 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,664 shares; 2024Q4: 17,667 shares; 2025Q1: 17,635 shares; 2025Q2: 17,585 shares; 2025Q3: 17,791 shares; 2025Q4: 17,725 shares; 2026Q1: 17,764 shares 17,764 $308K 0.01% +39 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: 3,994 shares; 2024Q4: 3,774 shares; 2025Q1: 3,584 shares; 2025Q2: 3,379 shares; 2025Q3: 3,226 shares; 2025Q4: 6,252 shares; 2026Q1: 5,572 shares 5,572 $307K 0.01% -680 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,757 shares; 2024Q4: 12,703 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,525 shares; 2025Q4: 2,703 shares; 2026Q1: 2,665 shares 2,665 $306K 0.01% -38 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,646 shares; 2024Q4: 4,159 shares; 2025Q1: 2,829 shares; 2025Q2: not reported; 2025Q3: 2,146 shares; 2025Q4: 2,178 shares; 2026Q1: 2,231 shares 2,231 $302K 0.01% +53 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 199 shares; 2025Q4: 177 shares; 2026Q1: 167 shares 167 $301K 0.01% -10 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES 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: 1,473 shares 1,473 $301K 0.01% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,529 shares; 2024Q4: 2,463 shares; 2025Q1: 1,327 shares; 2025Q2: 3,008 shares; 2025Q3: 3,235 shares; 2025Q4: 1,581 shares; 2026Q1: 1,327 shares 1,327 $299K 0.01% -254 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: 4,376 shares; 2024Q4: 4,463 shares; 2025Q1: 4,997 shares; 2025Q2: 5,035 shares; 2025Q3: 5,100 shares; 2025Q4: 5,857 shares; 2026Q1: 3,842 shares 3,842 $298K 0.01% -2,015 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,748 shares; 2024Q4: 1,748 shares; 2025Q1: not reported; 2025Q2: 1,627 shares; 2025Q3: 1,407 shares; 2025Q4: 1,407 shares; 2026Q1: 1,407 shares 1,407 $293K 0.01% 0 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: 3,780 shares; 2024Q4: 3,797 shares; 2025Q1: 3,340 shares; 2025Q2: 3,496 shares; 2025Q3: 3,214 shares; 2025Q4: 3,269 shares; 2026Q1: 2,281 shares 2,281 $292K 0.01% -988 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: 426 shares; 2024Q4: 426 shares; 2025Q1: 426 shares; 2025Q2: 426 shares; 2025Q3: 426 shares; 2025Q4: 427 shares; 2026Q1: 429 shares 429 $287K 0.01% +2 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: 5,858 shares; 2024Q4: 5,822 shares; 2025Q1: 5,857 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,504 shares 5,504 $281K 0.01% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,848 shares 9,848 $275K 0.01% new Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,010 shares; 2024Q4: 998 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 755 shares; 2026Q1: 721 shares 721 $275K 0.01% -34 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: 1,296 shares; 2024Q4: 1,291 shares; 2025Q1: 1,285 shares; 2025Q2: 1,211 shares; 2025Q3: 1,237 shares; 2025Q4: 929 shares; 2026Q1: 900 shares 900 $274K 0.01% -29 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,655 shares; 2026Q1: 5,301 shares 5,301 $268K 0.01% -354 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: 4,863 shares; 2024Q4: 4,865 shares; 2025Q1: 4,562 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,601 shares 1,601 $265K 0.01% new 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: 522 shares; 2024Q4: 522 shares; 2025Q1: 522 shares; 2025Q2: 523 shares; 2025Q3: 523 shares; 2025Q4: 524 shares; 2026Q1: 524 shares 524 $259K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,917 shares; 2024Q4: 9,673 shares; 2025Q1: 6,643 shares; 2025Q2: 6,400 shares; 2025Q3: 6,438 shares; 2025Q4: 5,117 shares; 2026Q1: 5,012 shares 5,012 $258K 0.01% -105 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,484 shares; 2025Q2: 2,192 shares; 2025Q3: 1,970 shares; 2025Q4: 2,055 shares; 2026Q1: 1,697 shares 1,697 $256K 0.01% -358 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: 459 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 909 shares; 2026Q1: 798 shares 798 $255K 0.01% -111 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: 2,421 shares; 2024Q4: 2,449 shares; 2025Q1: 2,636 shares; 2025Q2: 2,263 shares; 2025Q3: 2,189 shares; 2025Q4: 1,296 shares; 2026Q1: 1,223 shares 1,223 $253K 0.01% -73 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,105 shares; 2024Q4: 5,085 shares; 2025Q1: 5,085 shares; 2025Q2: 4,806 shares; 2025Q3: 4,931 shares; 2025Q4: 3,745 shares; 2026Q1: 3,723 shares 3,723 $248K 0.01% -22 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: 1,193 shares; 2024Q4: 1,193 shares; 2025Q1: 1,081 shares; 2025Q2: 1,084 shares; 2025Q3: 1,084 shares; 2025Q4: 1,059 shares; 2026Q1: 731 shares 731 $247K 0.01% -328 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,540 shares 5,540 $247K 0.01% new Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,188 shares; 2024Q4: 25,619 shares; 2025Q1: 25,421 shares; 2025Q2: 25,421 shares; 2025Q3: 25,421 shares; 2025Q4: 25,193 shares; 2026Q1: 25,213 shares 25,213 $245K 0.01% +20 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 282 shares; 2025Q3: not reported; 2025Q4: 168 shares; 2026Q1: 165 shares 165 $244K 0.01% -3 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: 996 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 855 shares 855 $242K 0.01% new Timeline ATI ATI INC More: the full row for ATI 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: 1,475 shares 1,475 $242K 0.01% new Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,761 shares; 2024Q4: 7,740 shares; 2025Q1: 3,259 shares; 2025Q2: 3,178 shares; 2025Q3: 3,155 shares; 2025Q4: 2,907 shares; 2026Q1: 2,466 shares 2,466 $239K 0.01% -441 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: 5,383 shares; 2024Q4: 6,013 shares; 2025Q1: 5,469 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,267 shares; 2026Q1: 4,196 shares 4,196 $239K 0.01% -71 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,185 shares; 2024Q4: 17,701 shares; 2025Q1: 17,473 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,941 shares 2,941 $237K 0.01% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,281 shares; 2025Q3: 2,281 shares; 2025Q4: 2,276 shares; 2026Q1: 2,274 shares 2,274 $236K 0.01% -2 Timeline BGLD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 13,341 shares; 2025Q1: 13,341 shares; 2025Q2: 13,341 shares; 2025Q3: 13,341 shares; 2025Q4: 13,341 shares; 2026Q1: 13,341 shares 13,341 $233K 0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,341 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,747 shares 1,747 $231K 0.01% new Timeline VLTO VERALTO CORP More: the full row for VERALTO 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: 2,592 shares; 2025Q3: 2,899 shares; 2025Q4: 3,275 shares; 2026Q1: 2,519 shares 2,519 $227K 0.01% -756 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 565 shares; 2026Q1: 507 shares 507 $223K 0.01% -58 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,109 shares; 2025Q4: not reported; 2026Q1: 7,898 shares 7,898 $220K 0.01% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 692 shares; 2024Q4: 744 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 283 shares; 2025Q4: 279 shares; 2026Q1: 255 shares 255 $219K 0.01% -24 Timeline XPO XPO INC More: the full row for XPO 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: 959 shares 959 $219K 0.01% new Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,265 shares; 2024Q4: 5,613 shares; 2025Q1: 5,497 shares; 2025Q2: 5,030 shares; 2025Q3: 5,162 shares; 2025Q4: 3,474 shares; 2026Q1: 3,366 shares 3,366 $218K 0.01% -108 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331 shares 331 $218K 0.01% new 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: 1,540 shares; 2024Q4: 1,646 shares; 2025Q1: 1,533 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 784 shares 784 $216K 0.01% new Timeline FLTR 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: 8,850 shares; 2025Q2: 8,350 shares; 2025Q3: not reported; 2025Q4: 8,450 shares; 2026Q1: 8,450 shares 8,450 $215K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,183 shares; 2025Q2: 4,950 shares; 2025Q3: 5,005 shares; 2025Q4: not reported; 2026Q1: 4,108 shares 4,108 $215K 0.01% new 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: 9,265 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,152 shares 4,152 $213K 0.01% new Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: not reported; 2025Q1: 1,348 shares; 2025Q2: 1,920 shares; 2025Q3: 1,901 shares; 2025Q4: 1,786 shares; 2026Q1: 1,171 shares 1,171 $213K 0.01% -615 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,000 shares; 2025Q4: 6,000 shares; 2026Q1: 6,000 shares 6,000 $213K 0.01% 0 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,673 shares 7,673 $211K 0.01% new Timeline CERY 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,139 shares; 2025Q4: not reported; 2026Q1: 5,878 shares 5,878 $208K 0.01% new Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 208 shares 208 $208K 0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228 shares 228 $204K 0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,523 shares; 2024Q4: 11,286 shares; 2025Q1: 11,286 shares; 2025Q2: 11,286 shares; 2025Q3: 11,286 shares; 2025Q4: 11,286 shares; 2026Q1: 11,286 shares 11,286 $203K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,119 shares 1,119 $201K 0.01% new Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,369 shares; 2024Q4: 5,340 shares; 2025Q1: not reported; 2025Q2: 5,040 shares; 2025Q3: 7,696 shares; 2025Q4: 5,670 shares; 2026Q1: 3,802 shares 3,802 $201K 0.01% -1,868 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN 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: 2,946 shares; 2025Q4: 2,823 shares; 2026Q1: 2,470 shares 2,470 $201K 0.01% -353 Timeline UVIX VS TRUST More: the full row for VS 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: 30,207 shares 30,207 $175K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,534 shares; 2024Q4: 34,432 shares; 2025Q1: 17,228 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,910 shares 11,910 $153K 0.01% new Timeline CNH CNH INDL N V More: the full row for CNH INDL N V 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: 15,684 shares; 2025Q3: 17,718 shares; 2025Q4: 22,306 shares; 2026Q1: 12,072 shares 12,072 $131K 0.01% -10,234 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 30,538 shares; 2025Q1: 30,538 shares; 2025Q2: 30,538 shares; 2025Q3: 30,538 shares; 2025Q4: 23,668 shares; 2026Q1: 23,668 shares 23,668 $124K <0.01% 0 Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO THERAPEUTICS 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: 32,548 shares; 2025Q3: 32,548 shares; 2025Q4: 32,548 shares; 2026Q1: 32,548 shares 32,548 $92.4K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,407 shares; 2024Q4: 16,630 shares; 2025Q1: 16,630 shares; 2025Q2: 16,647 shares; 2025Q3: 16,656 shares; 2025Q4: 16,575 shares; 2026Q1: 15,909 shares 15,909 $89.4K <0.01% -666 Timeline