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: 931,278 shares; 2024Q4: 950,803 shares; 2025Q1: 960,904 shares; 2025Q2: 942,276 shares; 2025Q3: 944,996 shares; 2025Q4: 957,838 shares; 2026Q1: 969,374 shares 969,374 $311M 16.75% +11,536 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: 695,547 shares; 2024Q4: 680,762 shares; 2025Q1: 666,279 shares; 2025Q2: 661,216 shares; 2025Q3: 654,417 shares; 2025Q4: 649,033 shares; 2026Q1: 646,320 shares 646,320 $230M 12.41% -2,713 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,547,011 shares; 2024Q4: 5,551,570 shares; 2025Q1: 5,567,604 shares; 2025Q2: 5,357,309 shares; 2025Q3: 5,381,765 shares; 2025Q4: 5,480,371 shares; 2026Q1: 5,546,947 shares 5,546,947 $216M 11.61% +66,576 Timeline NFRA FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,034,668 shares; 2024Q4: 2,056,797 shares; 2025Q1: 2,109,611 shares; 2025Q2: 2,124,810 shares; 2025Q3: 2,153,565 shares; 2025Q4: 2,290,009 shares; 2026Q1: 2,304,218 shares 2,304,218 $147M 7.94% +14,209 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: 1,604,215 shares; 2024Q4: 1,659,432 shares; 2025Q1: 1,686,655 shares; 2025Q2: 1,693,913 shares; 2025Q3: 1,725,971 shares; 2025Q4: 1,765,970 shares; 2026Q1: 1,771,936 shares 1,771,936 $130M 7.03% +5,966 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: 1,184,135 shares; 2024Q4: 1,192,073 shares; 2025Q1: 1,196,493 shares; 2025Q2: 1,146,169 shares; 2025Q3: 1,146,203 shares; 2025Q4: 1,146,159 shares; 2026Q1: 1,149,849 shares 1,149,849 $88.7M 4.78% +3,690 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 885,041 shares; 2024Q4: 901,122 shares; 2025Q1: 884,262 shares; 2025Q2: 920,678 shares; 2025Q3: 916,702 shares; 2025Q4: 917,126 shares; 2026Q1: 906,322 shares 906,322 $78.5M 4.23% -10,804 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,234,354 shares; 2024Q4: 2,217,826 shares; 2025Q1: 2,168,282 shares; 2025Q2: 2,086,502 shares; 2025Q3: 2,092,625 shares; 2025Q4: 2,090,889 shares; 2026Q1: 2,065,674 shares 2,065,674 $70.2M 3.78% -25,215 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: 213,779 shares; 2024Q4: 216,614 shares; 2025Q1: 215,790 shares; 2025Q2: 206,070 shares; 2025Q3: 201,654 shares; 2025Q4: 198,057 shares; 2026Q1: 194,414 shares 194,414 $60.4M 3.25% -3,643 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,000,164 shares; 2024Q4: 1,033,673 shares; 2025Q1: 1,052,090 shares; 2025Q2: 1,050,398 shares; 2025Q3: 1,068,881 shares; 2025Q4: 1,107,654 shares; 2026Q1: 1,092,406 shares 1,092,406 $52.5M 2.83% -15,248 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: 107,692 shares; 2024Q4: 115,237 shares; 2025Q1: 115,020 shares; 2025Q2: 115,114 shares; 2025Q3: 114,828 shares; 2025Q4: 114,689 shares; 2026Q1: 114,564 shares 114,564 $48.9M 2.63% -125 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 476,239 shares; 2024Q4: 467,009 shares; 2025Q1: 464,908 shares; 2025Q2: 461,646 shares; 2025Q3: 460,998 shares; 2025Q4: 459,789 shares; 2026Q1: 458,202 shares 458,202 $43.1M 2.32% -1,587 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 162,784 shares; 2024Q4: 153,059 shares; 2025Q1: 151,444 shares; 2025Q2: 189,300 shares; 2025Q3: 184,195 shares; 2025Q4: 168,556 shares; 2026Q1: 163,533 shares 163,533 $39.5M 2.13% -5,023 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: 159,051 shares; 2024Q4: 155,587 shares; 2025Q1: 149,258 shares; 2025Q2: 146,797 shares; 2025Q3: 150,363 shares; 2025Q4: 144,979 shares; 2026Q1: 142,016 shares 142,016 $36M 1.94% -2,963 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 167,653 shares; 2024Q4: 163,320 shares; 2025Q1: 161,841 shares; 2025Q2: 215,327 shares; 2025Q3: 213,650 shares; 2025Q4: 214,193 shares; 2026Q1: 218,187 shares 218,187 $31.1M 1.67% +3,994 Timeline REET 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: 847,980 shares; 2024Q4: 837,555 shares; 2025Q1: 837,944 shares; 2025Q2: 841,329 shares; 2025Q3: 844,361 shares; 2025Q4: 848,493 shares; 2026Q1: 850,332 shares 850,332 $21.4M 1.15% +1,839 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: 54,228 shares; 2024Q4: 54,957 shares; 2025Q1: 54,976 shares; 2025Q2: 55,209 shares; 2025Q3: 55,627 shares; 2025Q4: 55,306 shares; 2026Q1: 66,013 shares 66,013 $19.4M 1.05% +10,707 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: 41,797 shares; 2024Q4: 57,578 shares; 2025Q1: 46,916 shares; 2025Q2: 51,649 shares; 2025Q3: 77,280 shares; 2025Q4: 73,990 shares; 2026Q1: 101,971 shares 101,971 $17.8M 0.96% +27,981 Timeline AVRE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 264,568 shares; 2024Q4: 342,631 shares; 2025Q1: 280,245 shares; 2025Q2: 305,545 shares; 2025Q3: 304,321 shares; 2025Q4: 317,407 shares; 2026Q1: 316,505 shares 316,505 $13.9M 0.75% -902 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: 16,112 shares; 2024Q4: 15,734 shares; 2025Q1: 15,663 shares; 2025Q2: 15,450 shares; 2025Q3: 15,340 shares; 2025Q4: 15,181 shares; 2026Q1: 15,178 shares 15,178 $9.36M 0.5% -3 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: 27,550 shares; 2024Q4: 27,939 shares; 2025Q1: 27,641 shares; 2025Q2: 35,465 shares; 2025Q3: 35,523 shares; 2025Q4: 35,600 shares; 2026Q1: 35,073 shares 35,073 $8.7M 0.47% -527 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: 94,155 shares; 2024Q4: 95,282 shares; 2025Q1: 95,828 shares; 2025Q2: 90,929 shares; 2025Q3: 90,901 shares; 2025Q4: 88,045 shares; 2026Q1: 85,793 shares 85,793 $8.52M 0.46% -2,252 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: 43,303 shares; 2024Q4: 43,041 shares; 2025Q1: 42,387 shares; 2025Q2: 40,941 shares; 2025Q3: 40,513 shares; 2025Q4: 39,509 shares; 2026Q1: 39,283 shares 39,283 $8.45M 0.46% -226 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: 98,099 shares; 2024Q4: 99,785 shares; 2025Q1: 90,066 shares; 2025Q2: 179,431 shares; 2025Q3: 164,973 shares; 2025Q4: 164,269 shares; 2026Q1: 165,934 shares 165,934 $8.28M 0.45% +1,665 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: 38,365 shares; 2024Q4: 36,055 shares; 2025Q1: 33,896 shares; 2025Q2: 34,257 shares; 2025Q3: 40,024 shares; 2025Q4: 39,362 shares; 2026Q1: 38,913 shares 38,913 $8.1M 0.44% -449 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 110,339 shares; 2024Q4: 123,988 shares; 2025Q1: 110,840 shares; 2025Q2: 111,454 shares; 2025Q3: 111,329 shares; 2025Q4: 112,008 shares; 2026Q1: 111,550 shares 111,550 $7.47M 0.4% -458 Timeline VONE 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: 20,629 shares; 2024Q4: 20,412 shares; 2025Q1: 20,292 shares; 2025Q2: 23,279 shares; 2025Q3: 23,036 shares; 2025Q4: 22,541 shares; 2026Q1: 22,670 shares 22,670 $6.69M 0.36% +129 Timeline IAGG 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: 138,707 shares; 2024Q4: 139,862 shares; 2025Q1: 130,722 shares; 2025Q2: 120,841 shares; 2025Q3: 124,141 shares; 2025Q4: 125,904 shares; 2026Q1: 124,794 shares 124,794 $6.24M 0.34% -1,110 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: 20,257 shares; 2024Q4: 13,823 shares; 2025Q1: 14,118 shares; 2025Q2: 13,649 shares; 2025Q3: 15,664 shares; 2025Q4: 15,740 shares; 2026Q1: 16,209 shares 16,209 $6M 0.32% +469 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,156 shares; 2024Q4: 20,158 shares; 2025Q1: 19,824 shares; 2025Q2: 18,100 shares; 2025Q3: 18,105 shares; 2025Q4: 18,110 shares; 2026Q1: 18,117 shares 18,117 $5.35M 0.29% +7 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8 shares; 2025Q2: 8 shares; 2025Q3: 8 shares; 2025Q4: 7 shares; 2026Q1: 7 shares 7 $5.03M 0.27% 0 Timeline VTWO 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: 64,865 shares; 2024Q4: 65,709 shares; 2025Q1: 66,019 shares; 2025Q2: 49,420 shares; 2025Q3: 49,378 shares; 2025Q4: 49,427 shares; 2026Q1: 49,175 shares 49,175 $4.93M 0.27% -252 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: 4,004 shares; 2024Q4: 4,013 shares; 2025Q1: 3,840 shares; 2025Q2: 3,841 shares; 2025Q3: 4,145 shares; 2025Q4: 4,014 shares; 2026Q1: 4,013 shares 4,013 $4M 0.22% -1 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: 6,377 shares; 2024Q4: 6,382 shares; 2025Q1: 6,376 shares; 2025Q2: 6,380 shares; 2025Q3: 11,110 shares; 2025Q4: 11,114 shares; 2026Q1: 11,100 shares 11,100 $3.12M 0.17% -14 Timeline RWO 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: 66,409 shares; 2024Q4: 66,435 shares; 2025Q1: 66,449 shares; 2025Q2: 66,449 shares; 2025Q3: 66,212 shares; 2025Q4: 66,212 shares; 2026Q1: 66,212 shares 66,212 $3.03M 0.16% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,816 shares; 2024Q4: 6,279 shares; 2025Q1: 4,417 shares; 2025Q2: 4,280 shares; 2025Q3: 12,974 shares; 2025Q4: 11,242 shares; 2026Q1: 9,578 shares 9,578 $2.75M 0.15% -1,664 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: 4,110 shares; 2024Q4: 4,041 shares; 2025Q1: 4,014 shares; 2025Q2: 3,855 shares; 2025Q3: 4,341 shares; 2025Q4: 4,301 shares; 2026Q1: 4,123 shares 4,123 $2.68M 0.14% -178 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,769 shares; 2024Q4: 32,774 shares; 2025Q1: 32,776 shares; 2025Q2: 58,929 shares; 2025Q3: 58,932 shares; 2025Q4: 58,935 shares; 2026Q1: 58,935 shares 58,935 $2.66M 0.14% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,607 shares; 2024Q4: 22,354 shares; 2025Q1: 18,791 shares; 2025Q2: 72,394 shares; 2025Q3: 67,964 shares; 2025Q4: 67,115 shares; 2026Q1: 66,178 shares 66,178 $2.58M 0.14% -937 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,513 shares; 2024Q4: 75,513 shares; 2025Q1: 75,513 shares; 2025Q2: 75,513 shares; 2025Q3: 75,513 shares; 2025Q4: 75,513 shares; 2026Q1: 75,513 shares 75,513 $2.39M 0.13% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,834 shares; 2024Q4: 12,837 shares; 2025Q1: 13,640 shares; 2025Q2: 13,114 shares; 2025Q3: 13,351 shares; 2025Q4: 13,350 shares; 2026Q1: 13,251 shares 13,251 $2.25M 0.12% -99 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: 17,772 shares; 2024Q4: 17,098 shares; 2025Q1: 17,070 shares; 2025Q2: 17,073 shares; 2025Q3: 17,290 shares; 2025Q4: 17,033 shares; 2026Q1: 17,037 shares 17,037 $2.19M 0.12% +4 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: not reported; 2024Q4: 38,655 shares; 2025Q1: 32,553 shares; 2025Q2: 32,161 shares; 2025Q3: 31,578 shares; 2025Q4: 23,263 shares; 2026Q1: 17,240 shares 17,240 $2.14M 0.12% -6,023 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: 5,404 shares; 2024Q4: 5,404 shares; 2025Q1: 5,404 shares; 2025Q2: 5,404 shares; 2025Q3: 5,416 shares; 2025Q4: 5,448 shares; 2026Q1: 5,448 shares 5,448 $1.95M 0.1% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,651 shares; 2024Q4: 1,654 shares; 2025Q1: 1,476 shares; 2025Q2: 2,122 shares; 2025Q3: 2,886 shares; 2025Q4: 3,738 shares; 2026Q1: 3,355 shares 3,355 $1.94M 0.1% -383 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: 2,965 shares; 2024Q4: 2,856 shares; 2025Q1: 2,860 shares; 2025Q2: 2,764 shares; 2025Q3: 2,801 shares; 2025Q4: 2,837 shares; 2026Q1: 2,663 shares 2,663 $1.89M 0.1% -174 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: 1,659 shares; 2024Q4: 1,927 shares; 2025Q1: 2,305 shares; 2025Q2: 2,781 shares; 2025Q3: 2,358 shares; 2025Q4: 3,878 shares; 2026Q1: 3,057 shares 3,057 $1.83M 0.1% -821 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: 2,374 shares; 2024Q4: 2,940 shares; 2025Q1: 2,742 shares; 2025Q2: 2,294 shares; 2025Q3: 2,903 shares; 2025Q4: 2,965 shares; 2026Q1: 3,027 shares 3,027 $1.73M 0.09% +62 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: 19,713 shares; 2024Q4: 19,411 shares; 2025Q1: 19,354 shares; 2025Q2: 18,728 shares; 2025Q3: 18,964 shares; 2025Q4: 19,244 shares; 2026Q1: 16,175 shares 16,175 $1.72M 0.09% -3,069 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,855 shares; 2024Q4: 6,716 shares; 2025Q1: 8,073 shares; 2025Q2: 12,775 shares; 2025Q3: 16,698 shares; 2025Q4: 13,224 shares; 2026Q1: 13,224 shares 13,224 $1.65M 0.09% 0 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: 4,008 shares; 2024Q4: 4,039 shares; 2025Q1: 4,017 shares; 2025Q2: 3,916 shares; 2025Q3: 4,217 shares; 2025Q4: 4,139 shares; 2026Q1: 2,937 shares 2,937 $1.41M 0.08% -1,202 Timeline UL UNILEVER PLC More: the full row for UNILEVER 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: 23,640 shares; 2026Q1: 23,640 shares 23,640 $1.35M 0.07% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,022 shares; 2024Q4: 17,216 shares; 2025Q1: 16,919 shares; 2025Q2: 16,606 shares; 2025Q3: 16,789 shares; 2025Q4: 17,079 shares; 2026Q1: 17,086 shares 17,086 $1.3M 0.07% +7 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: 5,032 shares; 2024Q4: 5,061 shares; 2025Q1: 5,034 shares; 2025Q2: 4,977 shares; 2025Q3: 5,195 shares; 2025Q4: 5,163 shares; 2026Q1: 5,252 shares 5,252 $1.27M 0.07% +89 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,686 shares; 2024Q4: 185,686 shares; 2025Q1: 185,686 shares; 2025Q2: 185,686 shares; 2025Q3: 185,686 shares; 2025Q4: 180,286 shares; 2026Q1: 180,286 shares 180,286 $1.25M 0.07% 0 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: 9,334 shares; 2024Q4: 9,127 shares; 2025Q1: 8,874 shares; 2025Q2: 4,176 shares; 2025Q3: 4,865 shares; 2025Q4: 4,878 shares; 2026Q1: 4,885 shares 4,885 $1.19M 0.06% +7 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: 1,196 shares; 2025Q4: 2,036 shares; 2026Q1: 3,498 shares 3,498 $1.18M 0.06% +1,462 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,310 shares 8,310 $1.15M 0.06% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,181 shares; 2024Q4: 4,182 shares; 2025Q1: 4,182 shares; 2025Q2: 4,183 shares; 2025Q3: 4,186 shares; 2025Q4: 4,181 shares; 2026Q1: 4,157 shares 4,157 $1.11M 0.06% -24 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: 3,477 shares; 2025Q1: 3,477 shares; 2025Q2: 2,183 shares; 2025Q3: 2,383 shares; 2025Q4: 2,151 shares; 2026Q1: 4,973 shares 4,973 $1.06M 0.06% +2,822 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 13,224 shares; 2025Q1: 19,540 shares; 2025Q2: 19,540 shares; 2025Q3: 19,540 shares; 2025Q4: 19,540 shares; 2026Q1: 28,867 shares 28,867 $1.06M 0.06% +9,327 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,561 shares; 2026Q1: 11,093 shares 11,093 $1.01M 0.05% +5,532 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: 10,045 shares; 2024Q4: 10,068 shares; 2025Q1: 9,410 shares; 2025Q2: 9,029 shares; 2025Q3: 9,013 shares; 2025Q4: 8,863 shares; 2026Q1: 8,244 shares 8,244 $992K 0.05% -619 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,620 shares; 2024Q4: 6,620 shares; 2025Q1: 6,622 shares; 2025Q2: 6,624 shares; 2025Q3: 6,626 shares; 2025Q4: 5,579 shares; 2026Q1: 4,981 shares 4,981 $977K 0.05% -598 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,823 shares; 2024Q4: 40,642 shares; 2025Q1: 41,116 shares; 2025Q2: 41,601 shares; 2025Q3: 42,062 shares; 2025Q4: 42,513 shares; 2026Q1: 42,977 shares 42,977 $941K 0.05% +464 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: 4,509 shares; 2024Q4: 3,236 shares; 2025Q1: 2,863 shares; 2025Q2: 3,186 shares; 2025Q3: 2,898 shares; 2025Q4: 2,806 shares; 2026Q1: 2,507 shares 2,507 $932K 0.05% -299 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: 1,314 shares; 2024Q4: 1,254 shares; 2025Q1: 1,276 shares; 2025Q2: 1,430 shares; 2025Q3: 1,315 shares; 2025Q4: 1,328 shares; 2026Q1: 1,386 shares 1,386 $906K 0.05% +58 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: 5,482 shares; 2024Q4: 5,261 shares; 2025Q1: 5,640 shares; 2025Q2: 5,570 shares; 2025Q3: 2,864 shares; 2025Q4: 5,388 shares; 2026Q1: 4,548 shares 4,548 $902K 0.05% -840 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,321 shares; 2024Q4: 2,328 shares; 2025Q1: 2,335 shares; 2025Q2: 2,341 shares; 2025Q3: 2,346 shares; 2025Q4: 2,353 shares; 2026Q1: 2,358 shares 2,358 $874K 0.05% +5 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,740 shares; 2024Q4: 3,775 shares; 2025Q1: 3,415 shares; 2025Q2: 2,972 shares; 2025Q3: 3,824 shares; 2025Q4: 3,842 shares; 2026Q1: 3,859 shares 3,859 $839K 0.05% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,435 shares 2,435 $832K 0.04% new Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,044 shares; 2024Q4: 10,878 shares; 2025Q1: 10,429 shares; 2025Q2: 10,700 shares; 2025Q3: 14,533 shares; 2025Q4: 14,225 shares; 2026Q1: 14,501 shares 14,501 $822K 0.04% +276 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: 21,922 shares; 2024Q4: 21,923 shares; 2025Q1: 21,924 shares; 2025Q2: 21,575 shares; 2025Q3: 19,517 shares; 2025Q4: 19,401 shares; 2026Q1: 17,291 shares 17,291 $803K 0.04% -2,110 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: 17,019 shares; 2024Q4: 15,494 shares; 2025Q1: 7,474 shares; 2025Q2: 6,789 shares; 2025Q3: 5,324 shares; 2025Q4: 5,451 shares; 2026Q1: 5,472 shares 5,472 $800K 0.04% +21 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,196 shares; 2024Q4: 4,961 shares; 2025Q1: 4,975 shares; 2025Q2: 4,988 shares; 2025Q3: 5,022 shares; 2025Q4: 5,034 shares; 2026Q1: 5,047 shares 5,047 $794K 0.04% +13 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,478 shares; 2024Q4: 21,478 shares; 2025Q1: 21,478 shares; 2025Q2: 21,478 shares; 2025Q3: 21,478 shares; 2025Q4: 20,928 shares; 2026Q1: 20,928 shares 20,928 $779K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: 746 shares; 2025Q2: 754 shares; 2025Q3: 1,583 shares; 2025Q4: 1,617 shares; 2026Q1: 1,806 shares 1,806 $777K 0.04% +189 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: 22,434 shares; 2024Q4: 17,849 shares; 2025Q1: 17,747 shares; 2025Q2: 18,324 shares; 2025Q3: 18,541 shares; 2025Q4: 13,030 shares; 2026Q1: 12,432 shares 12,432 $754K 0.04% -598 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: 3,145 shares; 2024Q4: 3,401 shares; 2025Q1: 3,173 shares; 2025Q2: 3,840 shares; 2025Q3: 3,875 shares; 2025Q4: 3,598 shares; 2026Q1: 3,614 shares 3,614 $748K 0.04% +16 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,750 shares; 2024Q4: 20,750 shares; 2025Q1: 20,750 shares; 2025Q2: 20,750 shares; 2025Q3: 20,750 shares; 2025Q4: 20,750 shares; 2026Q1: 20,750 shares 20,750 $737K 0.04% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,812 shares; 2025Q4: 10,224 shares; 2026Q1: 13,152 shares 13,152 $730K 0.04% +2,928 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: 1,028 shares; 2024Q4: 1,187 shares; 2025Q1: 1,209 shares; 2025Q2: 1,213 shares; 2025Q3: 2,155 shares; 2025Q4: 2,146 shares; 2026Q1: 2,163 shares 2,163 $711K 0.04% +17 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,082 shares; 2025Q4: 1,082 shares; 2026Q1: 2,050 shares 2,050 $693K 0.04% +968 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,183 shares; 2024Q4: 6,158 shares; 2025Q1: 3,537 shares; 2025Q2: 926 shares; 2025Q3: 928 shares; 2025Q4: 626 shares; 2026Q1: 626 shares 626 $683K 0.04% 0 Timeline ESGV 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: 7,186 shares; 2024Q4: 7,351 shares; 2025Q1: 5,755 shares; 2025Q2: 5,306 shares; 2025Q3: 5,344 shares; 2025Q4: 5,592 shares; 2026Q1: 5,766 shares 5,766 $647K 0.03% +174 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: 9,356 shares; 2024Q4: 13,216 shares; 2025Q1: 13,229 shares; 2025Q2: 12,876 shares; 2025Q3: 13,067 shares; 2025Q4: 11,111 shares; 2026Q1: 22,022 shares 22,022 $638K 0.03% +10,911 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: 2,006 shares; 2024Q4: 2,167 shares; 2025Q1: 2,322 shares; 2025Q2: 2,401 shares; 2025Q3: 2,396 shares; 2025Q4: 2,568 shares; 2026Q1: 2,218 shares 2,218 $636K 0.03% -350 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: 33,454 shares; 2024Q4: 32,600 shares; 2025Q1: 32,850 shares; 2025Q2: 29,759 shares; 2025Q3: 19,343 shares; 2025Q4: 15,252 shares; 2026Q1: 14,128 shares 14,128 $623K 0.03% -1,124 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,459 shares; 2024Q4: 1,633 shares; 2025Q1: 1,597 shares; 2025Q2: 1,522 shares; 2025Q3: 1,559 shares; 2025Q4: 1,578 shares; 2026Q1: 1,591 shares 1,591 $621K 0.03% +13 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: 551 shares; 2025Q3: 591 shares; 2025Q4: 596 shares; 2026Q1: 690 shares 690 $602K 0.03% +94 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: 1,937 shares; 2024Q4: 1,858 shares; 2025Q1: 2,004 shares; 2025Q2: 3,420 shares; 2025Q3: 2,157 shares; 2025Q4: 2,081 shares; 2026Q1: 2,081 shares 2,081 $591K 0.03% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,942 shares; 2024Q4: 414 shares; 2025Q1: 332 shares; 2025Q2: 384 shares; 2025Q3: 614 shares; 2025Q4: 615 shares; 2026Q1: 627 shares 627 $576K 0.03% +12 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,914 shares; 2024Q4: 24,029 shares; 2025Q1: 24,181 shares; 2025Q2: 23,491 shares; 2025Q3: 23,503 shares; 2025Q4: 23,262 shares; 2026Q1: 22,871 shares 22,871 $574K 0.03% -391 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,388 shares; 2024Q4: 12,388 shares; 2025Q1: 12,388 shares; 2025Q2: 12,388 shares; 2025Q3: 12,419 shares; 2025Q4: 13,419 shares; 2026Q1: 13,389 shares 13,389 $566K 0.03% -30 Timeline AGGY 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: 12,660 shares; 2024Q4: 12,808 shares; 2025Q1: 12,955 shares; 2025Q2: 12,976 shares; 2025Q3: 12,976 shares; 2025Q4: 12,976 shares; 2026Q1: 12,783 shares 12,783 $555K 0.03% -193 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 825 shares; 2025Q3: 1,939 shares; 2025Q4: 1,927 shares; 2026Q1: 1,832 shares 1,832 $554K 0.03% -95 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: 11,572 shares; 2024Q4: 6,650 shares; 2025Q1: 5,573 shares; 2025Q2: 13,019 shares; 2025Q3: 11,603 shares; 2025Q4: 7,631 shares; 2026Q1: 10,709 shares 10,709 $546K 0.03% +3,078 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: 2,321 shares; 2024Q4: 1,665 shares; 2025Q1: 1,668 shares; 2025Q2: 1,486 shares; 2025Q3: 1,496 shares; 2025Q4: 1,500 shares; 2026Q1: 1,503 shares 1,503 $529K 0.03% +3 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,797 shares; 2024Q4: 3,785 shares; 2025Q1: 3,767 shares; 2025Q2: 3,231 shares; 2025Q3: 3,306 shares; 2025Q4: 3,363 shares; 2026Q1: 3,374 shares 3,374 $524K 0.03% +11 Timeline BY BYLINE BANCORP INC More: the full row for BYLINE BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,871 shares; 2024Q4: 15,871 shares; 2025Q1: 15,871 shares; 2025Q2: 15,871 shares; 2025Q3: 15,871 shares; 2025Q4: 15,871 shares; 2026Q1: 16,040 shares 16,040 $506K 0.03% +169 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,712 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,039 shares; 2025Q4: 1,942 shares; 2026Q1: 2,447 shares 2,447 $498K 0.03% +505 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: 471 shares; 2024Q4: 586 shares; 2025Q1: 586 shares; 2025Q2: 592 shares; 2025Q3: 599 shares; 2025Q4: 5,469 shares; 2026Q1: 5,111 shares 5,111 $491K 0.03% -358 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 6,998 shares; 2026Q1: 7,958 shares 7,958 $468K 0.03% +960 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: 1,904 shares; 2024Q4: 1,904 shares; 2025Q1: 1,900 shares; 2025Q2: 1,900 shares; 2025Q3: 1,904 shares; 2025Q4: 1,904 shares; 2026Q1: 1,904 shares 1,904 $465K 0.03% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,023 shares; 2024Q4: 7,899 shares; 2025Q1: 8,331 shares; 2025Q2: 8,018 shares; 2025Q3: 7,832 shares; 2025Q4: 9,257 shares; 2026Q1: 7,045 shares 7,045 $451K 0.02% -2,212 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: not reported; 2024Q4: 3,037 shares; 2025Q1: 1,822 shares; 2025Q2: 4,369 shares; 2025Q3: 4,187 shares; 2025Q4: 3,057 shares; 2026Q1: 1,429 shares 1,429 $442K 0.02% -1,628 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: 597 shares; 2024Q4: 599 shares; 2025Q1: 599 shares; 2025Q2: 605 shares; 2025Q3: 622 shares; 2025Q4: 622 shares; 2026Q1: 622 shares 622 $434K 0.02% 0 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,992 shares; 2025Q3: 5,467 shares; 2025Q4: 5,139 shares; 2026Q1: 4,664 shares 4,664 $432K 0.02% -475 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: 842 shares; 2024Q4: 872 shares; 2025Q1: 654 shares; 2025Q2: 651 shares; 2025Q3: 1,554 shares; 2025Q4: 1,562 shares; 2026Q1: 1,429 shares 1,429 $432K 0.02% -133 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,882 shares; 2024Q4: 3,775 shares; 2025Q1: 4,135 shares; 2025Q2: 3,321 shares; 2025Q3: 3,485 shares; 2025Q4: 2,964 shares; 2026Q1: 2,962 shares 2,962 $428K 0.02% -2 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: 577 shares; 2024Q4: 531 shares; 2025Q1: 539 shares; 2025Q2: 708 shares; 2025Q3: 701 shares; 2025Q4: 703 shares; 2026Q1: 705 shares 705 $426K 0.02% +2 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: not reported; 2024Q4: 2,069 shares; 2025Q1: 2,184 shares; 2025Q2: 2,117 shares; 2025Q3: 2,027 shares; 2025Q4: 2,221 shares; 2026Q1: 2,168 shares 2,168 $425K 0.02% -53 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: 8,098 shares; 2024Q4: 8,748 shares; 2025Q1: 9,100 shares; 2025Q2: 9,014 shares; 2025Q3: 9,098 shares; 2025Q4: 8,410 shares; 2026Q1: 8,356 shares 8,356 $419K 0.02% -54 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,770 shares; 2024Q4: 5,577 shares; 2025Q1: 5,473 shares; 2025Q2: 5,479 shares; 2025Q3: 5,732 shares; 2025Q4: 5,725 shares; 2026Q1: 5,732 shares 5,732 $417K 0.02% +7 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: 5,183 shares; 2024Q4: 15,878 shares; 2025Q1: 16,094 shares; 2025Q2: 17,567 shares; 2025Q3: 16,907 shares; 2025Q4: 16,215 shares; 2026Q1: 16,230 shares 16,230 $416K 0.02% +15 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: 2,814 shares; 2024Q4: 2,838 shares; 2025Q1: 2,845 shares; 2025Q2: 4,437 shares; 2025Q3: 3,478 shares; 2025Q4: 3,489 shares; 2026Q1: 3,328 shares 3,328 $414K 0.02% -161 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: 5,083 shares; 2024Q4: 5,083 shares; 2025Q1: 5,083 shares; 2025Q2: 4,817 shares; 2025Q3: 4,846 shares; 2025Q4: 4,843 shares; 2026Q1: 4,843 shares 4,843 $413K 0.02% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,365 shares; 2024Q4: 15,442 shares; 2025Q1: 15,396 shares; 2025Q2: 14,936 shares; 2025Q3: 14,399 shares; 2025Q4: 13,954 shares; 2026Q1: 12,683 shares 12,683 $406K 0.02% -1,271 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,571 shares; 2024Q4: 1,571 shares; 2025Q1: 2,418 shares; 2025Q2: 2,297 shares; 2025Q3: 2,124 shares; 2025Q4: 2,072 shares; 2026Q1: 1,952 shares 1,952 $405K 0.02% -120 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: 3,869 shares; 2024Q4: 3,876 shares; 2025Q1: 3,882 shares; 2025Q2: 3,808 shares; 2025Q3: 5,171 shares; 2025Q4: 5,184 shares; 2026Q1: 5,197 shares 5,197 $403K 0.02% +13 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,921 shares 3,921 $397K 0.02% new 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: 809 shares; 2024Q4: 815 shares; 2025Q1: 816 shares; 2025Q2: 788 shares; 2025Q3: 808 shares; 2025Q4: 781 shares; 2026Q1: 783 shares 783 $391K 0.02% +2 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: 5,311 shares; 2024Q4: 5,313 shares; 2025Q1: 5,315 shares; 2025Q2: 5,177 shares; 2025Q3: 5,177 shares; 2025Q4: 5,177 shares; 2026Q1: 5,177 shares 5,177 $389K 0.02% 0 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,639 shares; 2025Q2: 2,299 shares; 2025Q3: 2,299 shares; 2025Q4: 2,299 shares; 2026Q1: 2,769 shares 2,769 $385K 0.02% +470 Timeline IFRA 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: 6,482 shares; 2025Q4: 6,549 shares; 2026Q1: 6,581 shares 6,581 $376K 0.02% +32 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 7,000 shares; 2025Q4: 9,000 shares; 2026Q1: 9,000 shares 9,000 $374K 0.02% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,592 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,485 shares; 2025Q4: 7,261 shares; 2026Q1: 9,299 shares 9,299 $357K 0.02% +2,038 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: 2,357 shares; 2024Q4: 2,244 shares; 2025Q1: 1,544 shares; 2025Q2: 1,517 shares; 2025Q3: 1,570 shares; 2025Q4: 1,894 shares; 2026Q1: 1,772 shares 1,772 $353K 0.02% -122 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: 1,876 shares; 2025Q3: 1,754 shares; 2025Q4: 1,831 shares; 2026Q1: 2,121 shares 2,121 $348K 0.02% +290 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 11,419 shares; 2025Q1: 11,503 shares; 2025Q2: 10,967 shares; 2025Q3: 11,079 shares; 2025Q4: 8,077 shares; 2026Q1: 6,849 shares 6,849 $347K 0.02% -1,228 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: 27,378 shares; 2024Q4: 27,973 shares; 2025Q1: 27,388 shares; 2025Q2: 27,352 shares; 2025Q3: 27,629 shares; 2025Q4: 28,067 shares; 2026Q1: 28,071 shares 28,071 $324K 0.02% +4 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: 7,614 shares; 2024Q4: 7,614 shares; 2025Q1: 7,614 shares; 2025Q2: 7,614 shares; 2025Q3: 7,614 shares; 2025Q4: 7,614 shares; 2026Q1: 7,614 shares 7,614 $313K 0.02% 0 Timeline PTLO PORTILLOS INC More: the full row for PORTILLOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,464 shares; 2024Q4: 25,725 shares; 2025Q1: 23,725 shares; 2025Q2: 23,745 shares; 2025Q3: 58,745 shares; 2025Q4: 58,745 shares; 2026Q1: 58,745 shares 58,745 $311K 0.02% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,600 shares; 2024Q4: 9,600 shares; 2025Q1: 9,600 shares; 2025Q2: 9,600 shares; 2025Q3: 9,600 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $310K 0.02% 0 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: 4,014 shares; 2024Q4: 3,834 shares; 2025Q1: 3,753 shares; 2025Q2: 3,312 shares; 2025Q3: 3,333 shares; 2025Q4: 2,997 shares; 2026Q1: 2,984 shares 2,984 $306K 0.02% -13 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $289K 0.02% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,123 shares; 2025Q3: 974 shares; 2025Q4: 1,171 shares; 2026Q1: 974 shares 974 $272K 0.01% -197 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: 9,947 shares; 2024Q4: 9,085 shares; 2025Q1: 9,945 shares; 2025Q2: not reported; 2025Q3: 9,449 shares; 2025Q4: 9,261 shares; 2026Q1: 9,525 shares 9,525 $267K 0.01% +264 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 196 shares 196 $259K 0.01% new 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: not reported; 2024Q4: 3,227 shares; 2025Q1: 3,227 shares; 2025Q2: 3,228 shares; 2025Q3: 3,313 shares; 2025Q4: 3,265 shares; 2026Q1: 3,241 shares 3,241 $258K 0.01% -24 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,122 shares; 2025Q3: 1,593 shares; 2025Q4: 1,693 shares; 2026Q1: 1,746 shares 1,746 $257K 0.01% +53 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: 2,806 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,030 shares 4,030 $247K 0.01% new Timeline USRT 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: 4,043 shares; 2025Q4: 4,111 shares; 2026Q1: 4,125 shares 4,125 $244K 0.01% +14 Timeline PZA 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,233 shares; 2025Q4: 10,473 shares; 2026Q1: 10,569 shares 10,569 $243K 0.01% +96 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: 1,014 shares; 2024Q4: 1,035 shares; 2025Q1: 1,039 shares; 2025Q2: 1,043 shares; 2025Q3: 1,070 shares; 2025Q4: 1,070 shares; 2026Q1: 1,070 shares 1,070 $242K 0.01% 0 Timeline BMOP BNY MELLON ETF TRUST II More: the full row for BNY MELLON ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 9,823 shares 9,823 $242K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,473 shares; 2024Q4: 3,486 shares; 2025Q1: 3,495 shares; 2025Q2: 3,504 shares; 2025Q3: 3,514 shares; 2025Q4: 3,530 shares; 2026Q1: 3,576 shares 3,576 $241K 0.01% +46 Timeline BNDW 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: 3,369 shares; 2024Q4: 3,434 shares; 2025Q1: 3,451 shares; 2025Q2: 4,403 shares; 2025Q3: 3,809 shares; 2025Q4: 3,878 shares; 2026Q1: 3,498 shares 3,498 $239K 0.01% -380 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,191 shares; 2025Q3: 10,286 shares; 2025Q4: 9,556 shares; 2026Q1: 9,579 shares 9,579 $237K 0.01% +23 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 548 shares 548 $237K 0.01% new 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: not reported; 2024Q4: 532 shares; 2025Q1: not reported; 2025Q2: 535 shares; 2025Q3: 535 shares; 2025Q4: 535 shares; 2026Q1: 535 shares 535 $234K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,691 shares; 2024Q4: 2,598 shares; 2025Q1: 2,552 shares; 2025Q2: 2,560 shares; 2025Q3: 2,870 shares; 2025Q4: 2,881 shares; 2026Q1: 2,836 shares 2,836 $233K 0.01% -45 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: 674 shares; 2024Q4: 677 shares; 2025Q1: 697 shares; 2025Q2: 704 shares; 2025Q3: 800 shares; 2025Q4: 851 shares; 2026Q1: 855 shares 855 $231K 0.01% +4 Timeline COFS CHOICEONE FINANCIA More: the full row for CHOICEONE FINANCIA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,100 shares; 2025Q2: 8,100 shares; 2025Q3: 8,100 shares; 2025Q4: 8,100 shares; 2026Q1: 8,100 shares 8,100 $228K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,719 shares 1,719 $227K 0.01% new Timeline MCHI 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: 4,000 shares; 2026Q1: 4,000 shares 4,000 $225K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 955 shares; 2024Q4: 969 shares; 2025Q1: not reported; 2025Q2: 934 shares; 2025Q3: 949 shares; 2025Q4: 942 shares; 2026Q1: 945 shares 945 $223K 0.01% +3 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,223 shares 1,223 $223K 0.01% new 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: 3,785 shares; 2024Q4: 3,566 shares; 2025Q1: 3,080 shares; 2025Q2: 2,909 shares; 2025Q3: 2,802 shares; 2025Q4: 2,309 shares; 2026Q1: 2,306 shares 2,306 $222K 0.01% -3 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,483 shares; 2024Q4: 4,310 shares; 2025Q1: 4,310 shares; 2025Q2: 4,310 shares; 2025Q3: 4,310 shares; 2025Q4: 4,310 shares; 2026Q1: 4,310 shares 4,310 $215K 0.01% 0 Timeline VIAV VIAVI SOLUTIONS INC More: the full row for VIAVI SOLUTIONS 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: 6,457 shares 6,457 $215K 0.01% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,746 shares; 2024Q4: 12,115 shares; 2025Q1: 11,938 shares; 2025Q2: 17,403 shares; 2025Q3: 16,069 shares; 2025Q4: 16,059 shares; 2026Q1: 16,059 shares 16,059 $214K 0.01% 0 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 1,494 shares 1,494 $214K 0.01% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,250 shares; 2026Q1: 1,281 shares 1,281 $211K 0.01% +31 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,970 shares; 2026Q1: 3,572 shares 3,572 $211K 0.01% +602 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS 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: 2,280 shares; 2025Q3: 2,400 shares; 2025Q4: 3,096 shares; 2026Q1: 3,037 shares 3,037 $210K 0.01% -59 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,207 shares; 2025Q3: 1,158 shares; 2025Q4: 1,158 shares; 2026Q1: 1,159 shares 1,159 $210K 0.01% +1 Timeline VSGX 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,845 shares; 2026Q1: 2,894 shares 2,894 $208K 0.01% +49 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,400 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,477 shares; 2025Q4: 1,553 shares; 2026Q1: 1,388 shares 1,388 $204K 0.01% -165 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS 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: 10,657 shares; 2026Q1: 10,657 shares 10,657 $199K 0.01% 0 Timeline FMC FMC CORP More: the full row for FMC 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: 10,000 shares 10,000 $172K 0.01% new Timeline FIGS FIGS INC More: the full row for FIGS 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $148K 0.01% 0 Timeline HELE HELEN OF TROY LTD More: the full row for HELEN OF TROY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,000 shares 10,000 $144K 0.01% new Timeline CLW CLEARWATER PAPER CORP More: the full row for CLEARWATER PAPER 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: 10,000 shares 10,000 $144K 0.01% new Timeline FWRG FIRST WATCH RESTAURANT GROUP More: the full row for FIRST WATCH RESTAURANT GROUP 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: 10,500 shares 10,500 $110K 0.01% new Timeline VINP VINCI COMPASS INVESTMENTS LT More: the full row for VINCI COMPASS INVESTMENTS LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $106K 0.01% 0 Timeline SPDN DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 10,547 shares 10,547 $105K 0.01% new Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $74.2K <0.01% 0 Timeline STKS THE ONE GROUP HOSPITALITY IN More: the full row for THE ONE GROUP HOSPITALITY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares; 2025Q3: 20,000 shares; 2025Q4: 20,000 shares; 2026Q1: 30,000 shares 30,000 $53.4K <0.01% +10,000 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME 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: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $33.9K <0.01% 0 Timeline ANGX ANGEL STUDIOS INC. More: the full row for ANGEL STUDIOS 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: 10,000 shares 10,000 $30.5K <0.01% new Timeline LDI LOANDEPOT INC More: the full row for LOANDEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 40,000 shares; 2025Q2: 25,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $21.3K <0.01% 0 Timeline SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE 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: 10,000 shares; 2026Q1: 25,000 shares 25,000 $15.7K <0.01% +15,000 Timeline UHG UNITED HOMES GROUP INC More: the full row for UNITED HOMES GROUP 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: 10,000 shares; 2026Q1: 10,000 shares 10,000 $11.6K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 10,119 shares; 2026Q1: 10,119 shares 10,119 $7.1K <0.01% 0 Timeline