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: 472,710 shares; 2024Q4: 485,002 shares; 2025Q1: 498,059 shares; 2025Q2: 510,573 shares; 2025Q3: 463,026 shares; 2025Q4: 464,488 shares; 2026Q1: 478,643 shares 478,643 $154M 12.28% +14,155 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: 4,216,820 shares; 2024Q4: 4,158,469 shares; 2025Q1: 4,252,363 shares; 2025Q2: 4,250,015 shares; 2025Q3: 4,107,715 shares; 2025Q4: 3,965,406 shares; 2026Q1: 3,835,945 shares 3,835,945 $149M 11.92% -129,461 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: 310,591 shares; 2024Q4: 181,138 shares; 2025Q1: 193,905 shares; 2025Q2: 177,118 shares; 2025Q3: 185,158 shares; 2025Q4: 181,954 shares; 2026Q1: 182,387 shares 182,387 $104M 8.35% +433 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,335 shares; 2025Q4: not reported; 2026Q1: 68,007 shares 68,007 $40.6M 3.25% new 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: 1,289,402 shares; 2024Q4: 1,301,606 shares; 2025Q1: 1,314,393 shares; 2025Q2: 1,327,506 shares; 2025Q3: 1,225,412 shares; 2025Q4: 1,167,549 shares; 2026Q1: 1,120,695 shares 1,120,695 $38.1M 3.05% -46,854 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: 357,197 shares; 2024Q4: 353,117 shares; 2025Q1: 364,993 shares; 2025Q2: 398,615 shares; 2025Q3: 434,851 shares; 2025Q4: 442,922 shares; 2026Q1: 525,132 shares 525,132 $33.7M 2.69% +82,210 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: 55,550 shares; 2024Q4: 55,715 shares; 2025Q1: 54,181 shares; 2025Q2: 51,138 shares; 2025Q3: 50,765 shares; 2025Q4: 49,987 shares; 2026Q1: 49,688 shares 49,688 $32.3M 2.58% -299 Timeline DFUV 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: 753,371 shares; 2024Q4: 751,596 shares; 2025Q1: 745,500 shares; 2025Q2: 746,295 shares; 2025Q3: 742,223 shares; 2025Q4: 680,592 shares; 2026Q1: 641,341 shares 641,341 $31.1M 2.49% -39,251 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: 121,131 shares; 2024Q4: 118,773 shares; 2025Q1: 113,768 shares; 2025Q2: 119,998 shares; 2025Q3: 119,182 shares; 2025Q4: 113,426 shares; 2026Q1: 108,549 shares 108,549 $27.5M 2.2% -4,877 Timeline AVDE 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: 329,235 shares; 2024Q4: 343,703 shares; 2025Q1: 346,386 shares; 2025Q2: 324,550 shares; 2025Q3: 326,725 shares; 2025Q4: 324,313 shares; 2026Q1: 322,155 shares 322,155 $27.3M 2.19% -2,158 Timeline AVUS 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: 187,538 shares; 2024Q4: 187,747 shares; 2025Q1: 189,471 shares; 2025Q2: 179,529 shares; 2025Q3: 178,806 shares; 2025Q4: 176,978 shares; 2026Q1: 195,220 shares 195,220 $21.7M 1.74% +18,242 Timeline DFAT 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: 361,837 shares; 2024Q4: 362,607 shares; 2025Q1: 368,966 shares; 2025Q2: 327,483 shares; 2025Q3: 326,630 shares; 2025Q4: 305,774 shares; 2026Q1: 317,234 shares 317,234 $19.8M 1.58% +11,460 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: 114,299 shares; 2024Q4: 118,568 shares; 2025Q1: 123,748 shares; 2025Q2: 134,810 shares; 2025Q3: 166,059 shares; 2025Q4: 197,205 shares; 2026Q1: 228,438 shares 228,438 $17.6M 1.41% +31,233 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,872 shares; 2024Q4: 375,113 shares; 2025Q1: 362,303 shares; 2025Q2: 346,935 shares; 2025Q3: 343,829 shares; 2025Q4: 288,861 shares; 2026Q1: 245,094 shares 245,094 $17.4M 1.39% -43,767 Timeline DFEM 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: 276,205 shares; 2024Q4: 283,487 shares; 2025Q1: 315,632 shares; 2025Q2: 404,737 shares; 2025Q3: 411,113 shares; 2025Q4: 422,874 shares; 2026Q1: 423,256 shares 423,256 $14.6M 1.17% +382 Timeline DISV 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: 251,953 shares; 2024Q4: 304,593 shares; 2025Q1: 332,936 shares; 2025Q2: 342,279 shares; 2025Q3: 345,273 shares; 2025Q4: 345,213 shares; 2026Q1: 347,176 shares 347,176 $13.7M 1.1% +1,963 Timeline DFSV 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: 315,686 shares; 2024Q4: 320,433 shares; 2025Q1: 310,654 shares; 2025Q2: 393,868 shares; 2025Q3: 392,049 shares; 2025Q4: 383,489 shares; 2026Q1: 387,114 shares 387,114 $13.6M 1.08% +3,625 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: 48,202 shares; 2024Q4: 48,364 shares; 2025Q1: 48,189 shares; 2025Q2: 43,641 shares; 2025Q3: 43,615 shares; 2025Q4: 43,205 shares; 2026Q1: 45,306 shares 45,306 $13M 1.04% +2,101 Timeline AVEM 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: 181,045 shares; 2024Q4: 193,412 shares; 2025Q1: 195,618 shares; 2025Q2: 159,192 shares; 2025Q3: 159,192 shares; 2025Q4: 157,604 shares; 2026Q1: 156,443 shares 156,443 $12.6M 1.01% -1,161 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 267,275 shares; 2024Q4: 269,484 shares; 2025Q1: 259,522 shares; 2025Q2: 260,585 shares; 2025Q3: 266,045 shares; 2025Q4: 243,394 shares; 2026Q1: 236,652 shares 236,652 $12.5M 1% -6,742 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: not reported; 2025Q2: not reported; 2025Q3: 31,709 shares; 2025Q4: not reported; 2026Q1: 28,476 shares 28,476 $12.3M 0.98% 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: 103,169 shares; 2024Q4: 105,035 shares; 2025Q1: 108,578 shares; 2025Q2: 104,229 shares; 2025Q3: 103,304 shares; 2025Q4: 103,120 shares; 2026Q1: 129,455 shares 129,455 $11.5M 0.92% +26,335 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: 235,987 shares; 2024Q4: 237,158 shares; 2025Q1: 242,656 shares; 2025Q2: 313,025 shares; 2025Q3: 314,668 shares; 2025Q4: 316,017 shares; 2026Q1: 321,536 shares 321,536 $11.4M 0.91% +5,519 Timeline OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 315,133 shares; 2024Q4: 315,133 shares; 2025Q1: 349,240 shares; 2025Q2: 323,240 shares; 2025Q3: 223,240 shares; 2025Q4: 223,340 shares; 2026Q1: 223,350 shares 223,350 $11.1M 0.89% +10 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: 146,758 shares; 2024Q4: 149,691 shares; 2025Q1: 155,468 shares; 2025Q2: 162,688 shares; 2025Q3: 163,661 shares; 2025Q4: 164,274 shares; 2026Q1: 203,967 shares 203,967 $11M 0.88% +39,693 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: 252,717 shares; 2024Q4: 258,195 shares; 2025Q1: 258,065 shares; 2025Q2: 257,023 shares; 2025Q3: 257,097 shares; 2025Q4: 252,425 shares; 2026Q1: 211,848 shares 211,848 $10.6M 0.85% -40,577 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,343 shares; 2024Q4: 48,004 shares; 2025Q1: 46,624 shares; 2025Q2: 46,624 shares; 2025Q3: 46,642 shares; 2025Q4: 45,800 shares; 2026Q1: 48,075 shares 48,075 $10.4M 0.84% +2,275 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: 23,675 shares; 2024Q4: 27,904 shares; 2025Q1: 19,049 shares; 2025Q2: 25,180 shares; 2025Q3: 25,768 shares; 2025Q4: 25,305 shares; 2026Q1: 22,628 shares 22,628 $9.88M 0.79% -2,677 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: 39,367 shares; 2024Q4: 36,518 shares; 2025Q1: 36,725 shares; 2025Q2: 36,826 shares; 2025Q3: 37,484 shares; 2025Q4: 37,000 shares; 2026Q1: 32,191 shares 32,191 $9.26M 0.74% -4,809 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: 47,223 shares; 2024Q4: 44,744 shares; 2025Q1: 43,978 shares; 2025Q2: 44,625 shares; 2025Q3: 44,734 shares; 2025Q4: 44,632 shares; 2026Q1: 43,248 shares 43,248 $9.01M 0.72% -1,384 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: 29,259 shares; 2024Q4: 27,456 shares; 2025Q1: 25,330 shares; 2025Q2: 24,604 shares; 2025Q3: 25,453 shares; 2025Q4: 25,399 shares; 2026Q1: 23,892 shares 23,892 $8.84M 0.71% -1,507 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: 64,519 shares; 2024Q4: 64,166 shares; 2025Q1: 66,166 shares; 2025Q2: 64,281 shares; 2025Q3: 64,678 shares; 2025Q4: 64,280 shares; 2026Q1: 50,250 shares 50,250 $8.76M 0.7% -14,030 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: 39,507 shares; 2024Q4: 39,549 shares; 2025Q1: 40,179 shares; 2025Q2: 40,179 shares; 2025Q3: 40,873 shares; 2025Q4: 41,670 shares; 2026Q1: 41,717 shares 41,717 $8.18M 0.65% +47 Timeline DUHP 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: 212,736 shares; 2024Q4: 213,030 shares; 2025Q1: 213,045 shares; 2025Q2: 222,040 shares; 2025Q3: 222,057 shares; 2025Q4: 221,792 shares; 2026Q1: 221,807 shares 221,807 $8.15M 0.65% +15 Timeline DFAS 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: 168,195 shares; 2024Q4: 167,361 shares; 2025Q1: 170,872 shares; 2025Q2: 148,370 shares; 2025Q3: 147,690 shares; 2025Q4: 124,844 shares; 2026Q1: 105,144 shares 105,144 $7.48M 0.6% -19,700 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 14,031 shares; 2025Q4: not reported; 2026Q1: 12,591 shares 12,591 $7.27M 0.58% new 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: 15,346 shares; 2024Q4: 15,374 shares; 2025Q1: 13,116 shares; 2025Q2: 11,212 shares; 2025Q3: 10,695 shares; 2025Q4: 10,716 shares; 2026Q1: 10,887 shares 10,887 $7.11M 0.57% +171 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: 13,761 shares; 2024Q4: 15,537 shares; 2025Q1: 15,563 shares; 2025Q2: 15,012 shares; 2025Q3: 15,127 shares; 2025Q4: 18,319 shares; 2026Q1: 14,712 shares 14,712 $7.05M 0.56% -3,607 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: 75,566 shares; 2024Q4: 75,881 shares; 2025Q1: 75,274 shares; 2025Q2: 76,960 shares; 2025Q3: 71,782 shares; 2025Q4: 72,263 shares; 2026Q1: 72,263 shares 72,263 $7.02M 0.56% 0 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: 84,340 shares; 2024Q4: 253,984 shares; 2025Q1: 257,457 shares; 2025Q2: 261,293 shares; 2025Q3: 263,929 shares; 2025Q4: 267,490 shares; 2026Q1: 267,869 shares 267,869 $6.72M 0.54% +379 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,155 shares; 2024Q4: 85,841 shares; 2025Q1: 79,563 shares; 2025Q2: 102,026 shares; 2025Q3: 118,288 shares; 2025Q4: 114,778 shares; 2026Q1: 121,414 shares 121,414 $6.06M 0.49% +6,636 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: 34,071 shares; 2024Q4: 33,101 shares; 2025Q1: 35,037 shares; 2025Q2: 35,129 shares; 2025Q3: 34,852 shares; 2025Q4: 34,979 shares; 2026Q1: 35,051 shares 35,051 $5.95M 0.48% +72 Timeline AVDV 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: 71,612 shares; 2024Q4: 77,959 shares; 2025Q1: 77,472 shares; 2025Q2: 78,420 shares; 2025Q3: 71,290 shares; 2025Q4: 59,011 shares; 2026Q1: 59,056 shares 59,056 $5.9M 0.47% +45 Timeline AVLV 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: 80,822 shares; 2024Q4: 81,091 shares; 2025Q1: 81,331 shares; 2025Q2: 80,789 shares; 2025Q3: 73,449 shares; 2025Q4: 69,915 shares; 2026Q1: 65,607 shares 65,607 $5.29M 0.42% -4,308 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: 15,305 shares; 2025Q1: 15,305 shares; 2025Q2: 15,305 shares; 2025Q3: 15,305 shares; 2025Q4: 15,305 shares; 2026Q1: 15,305 shares 15,305 $5.23M 0.42% 0 Timeline VGK 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: 45,645 shares; 2024Q4: 45,811 shares; 2025Q1: 45,872 shares; 2025Q2: 60,520 shares; 2025Q3: 63,703 shares; 2025Q4: 63,673 shares; 2026Q1: 62,003 shares 62,003 $5.11M 0.41% -1,670 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: 59,533 shares; 2024Q4: 59,873 shares; 2025Q1: 53,211 shares; 2025Q2: 54,887 shares; 2025Q3: 60,594 shares; 2025Q4: 65,262 shares; 2026Q1: 63,259 shares 63,259 $5.01M 0.4% -2,003 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: 45,083 shares; 2024Q4: 55,432 shares; 2025Q1: 27,818 shares; 2025Q2: 43,534 shares; 2025Q3: 53,458 shares; 2025Q4: 53,439 shares; 2026Q1: 80,037 shares 80,037 $4.69M 0.37% +26,598 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: 33,939 shares; 2024Q4: 34,060 shares; 2025Q1: 34,285 shares; 2025Q2: 34,129 shares; 2025Q3: 34,731 shares; 2025Q4: 32,767 shares; 2026Q1: 21,449 shares 21,449 $4.61M 0.37% -11,318 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: not reported; 2024Q4: 15,000 shares; 2025Q1: not reported; 2025Q2: 15,057 shares; 2025Q3: 15,057 shares; 2025Q4: 15,057 shares; 2026Q1: 15,057 shares 15,057 $4.46M 0.36% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.34% 0 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: 20,335 shares; 2024Q4: 20,364 shares; 2025Q1: 21,666 shares; 2025Q2: 19,475 shares; 2025Q3: 20,424 shares; 2025Q4: 20,346 shares; 2026Q1: 20,322 shares 20,322 $4.2M 0.34% -24 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,192 shares; 2024Q4: 31,834 shares; 2025Q1: 31,411 shares; 2025Q2: 31,435 shares; 2025Q3: 31,456 shares; 2025Q4: 31,543 shares; 2026Q1: 28,496 shares 28,496 $4.15M 0.33% -3,047 Timeline VPL 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: 36,773 shares; 2024Q4: 36,989 shares; 2025Q1: 37,059 shares; 2025Q2: 41,325 shares; 2025Q3: 42,555 shares; 2025Q4: 42,675 shares; 2026Q1: 41,181 shares 41,181 $4.02M 0.32% -1,494 Timeline AVSC 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: 2,078 shares; 2024Q4: 2,078 shares; 2025Q1: 2,078 shares; 2025Q2: 30,836 shares; 2025Q3: 30,836 shares; 2025Q4: 30,836 shares; 2026Q1: 63,740 shares 63,740 $3.97M 0.32% +32,904 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: 26,271 shares; 2024Q4: 27,370 shares; 2025Q1: 28,055 shares; 2025Q2: 29,303 shares; 2025Q3: 30,574 shares; 2025Q4: 29,346 shares; 2026Q1: 52,861 shares 52,861 $3.89M 0.31% +23,515 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,591 shares; 2024Q4: 7,617 shares; 2025Q1: 31,550 shares; 2025Q2: 31,723 shares; 2025Q3: 39,720 shares; 2025Q4: 39,837 shares; 2026Q1: 47,346 shares 47,346 $3.74M 0.3% +7,509 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: 79,468 shares; 2024Q4: 79,407 shares; 2025Q1: 79,461 shares; 2025Q2: 90,906 shares; 2025Q3: 91,022 shares; 2025Q4: 91,640 shares; 2026Q1: 88,754 shares 88,754 $3.46M 0.28% -2,886 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: 4,291 shares; 2024Q4: 3,530 shares; 2025Q1: 3,530 shares; 2025Q2: 3,935 shares; 2025Q3: 3,503 shares; 2025Q4: 34,990 shares; 2026Q1: 35,533 shares 35,533 $3.42M 0.27% +543 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,724 shares; 2024Q4: 29,186 shares; 2025Q1: 29,224 shares; 2025Q2: 28,246 shares; 2025Q3: 28,306 shares; 2025Q4: 28,390 shares; 2026Q1: 31,916 shares 31,916 $3.4M 0.27% +3,526 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,795 shares; 2024Q4: 10,276 shares; 2025Q1: 10,289 shares; 2025Q2: 10,310 shares; 2025Q3: 10,320 shares; 2025Q4: 10,338 shares; 2026Q1: 10,348 shares 10,348 $3.09M 0.25% +10 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,591 shares; 2024Q4: 74,591 shares; 2025Q1: 74,591 shares; 2025Q2: 74,591 shares; 2025Q3: 74,591 shares; 2025Q4: 74,591 shares; 2026Q1: 74,591 shares 74,591 $3.05M 0.24% 0 Timeline TRNS TRANSCAT INC More: the full row for TRANSCAT 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: 39,022 shares; 2025Q3: 39,022 shares; 2025Q4: 39,022 shares; 2026Q1: 39,022 shares 39,022 $2.87M 0.23% 0 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: 11,668 shares; 2024Q4: 11,742 shares; 2025Q1: 11,052 shares; 2025Q2: 7,092 shares; 2025Q3: 7,853 shares; 2025Q4: 7,440 shares; 2026Q1: 7,694 shares 7,694 $2.86M 0.23% +254 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: 18,390 shares; 2024Q4: 17,242 shares; 2025Q1: 21,717 shares; 2025Q2: 25,849 shares; 2025Q3: 29,918 shares; 2025Q4: 31,370 shares; 2026Q1: 32,370 shares 32,370 $2.85M 0.23% +1,000 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,845 shares; 2024Q4: 27,437 shares; 2025Q1: 26,525 shares; 2025Q2: 26,570 shares; 2025Q3: 26,149 shares; 2025Q4: 26,092 shares; 2026Q1: 23,568 shares 23,568 $2.79M 0.22% -2,524 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,106 shares; 2024Q4: 29,861 shares; 2025Q1: 29,530 shares; 2025Q2: 29,581 shares; 2025Q3: 24,019 shares; 2025Q4: 22,613 shares; 2026Q1: 24,893 shares 24,893 $2.75M 0.22% +2,280 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: 10,188 shares; 2024Q4: 10,145 shares; 2025Q1: 10,113 shares; 2025Q2: 10,150 shares; 2025Q3: 10,246 shares; 2025Q4: 10,175 shares; 2026Q1: 10,601 shares 10,601 $2.59M 0.21% +426 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,658 shares; 2024Q4: 29,626 shares; 2025Q1: 28,567 shares; 2025Q2: 28,770 shares; 2025Q3: 31,091 shares; 2025Q4: 33,179 shares; 2026Q1: 33,229 shares 33,229 $2.5M 0.2% +50 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: 28,399 shares; 2024Q4: 29,449 shares; 2025Q1: 31,398 shares; 2025Q2: 34,515 shares; 2025Q3: 30,059 shares; 2025Q4: 26,491 shares; 2026Q1: 28,654 shares 28,654 $2.48M 0.2% +2,163 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: 16,635 shares; 2024Q4: 16,607 shares; 2025Q1: 16,650 shares; 2025Q2: 16,694 shares; 2025Q3: 16,786 shares; 2025Q4: 16,742 shares; 2026Q1: 16,775 shares 16,775 $2.39M 0.19% +33 Timeline DFAE 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: 63,549 shares; 2024Q4: 63,671 shares; 2025Q1: 57,026 shares; 2025Q2: 62,983 shares; 2025Q3: 71,044 shares; 2025Q4: 71,450 shares; 2026Q1: 67,749 shares 67,749 $2.29M 0.18% -3,701 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: 57,408 shares; 2024Q4: 57,659 shares; 2025Q1: 58,113 shares; 2025Q2: 51,481 shares; 2025Q3: 51,418 shares; 2025Q4: 51,204 shares; 2026Q1: 49,634 shares 49,634 $2.18M 0.17% -1,570 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: 7,497 shares; 2024Q4: 7,805 shares; 2025Q1: 7,936 shares; 2025Q2: 8,039 shares; 2025Q3: 8,093 shares; 2025Q4: 8,141 shares; 2026Q1: 10,409 shares 10,409 $2.12M 0.17% +2,268 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: 2,469 shares; 2024Q4: 2,527 shares; 2025Q1: 1,994 shares; 2025Q2: 2,712 shares; 2025Q3: 3,231 shares; 2025Q4: 3,235 shares; 2026Q1: 2,762 shares 2,762 $1.93M 0.15% -473 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: 13,676 shares; 2024Q4: 10,753 shares; 2025Q1: 13,162 shares; 2025Q2: 13,249 shares; 2025Q3: 13,376 shares; 2025Q4: 11,572 shares; 2026Q1: 11,595 shares 11,595 $1.92M 0.15% +23 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: 4,494 shares; 2024Q4: 4,495 shares; 2025Q1: 4,438 shares; 2025Q2: 4,439 shares; 2025Q3: 4,440 shares; 2025Q4: 4,442 shares; 2026Q1: 4,473 shares 4,473 $1.91M 0.15% +31 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: 9,342 shares; 2024Q4: 9,301 shares; 2025Q1: 9,385 shares; 2025Q2: 13,399 shares; 2025Q3: 13,382 shares; 2025Q4: 13,466 shares; 2026Q1: 12,840 shares 12,840 $1.9M 0.15% -626 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,290 shares; 2024Q4: 26,335 shares; 2025Q1: 26,077 shares; 2025Q2: 25,624 shares; 2025Q3: 25,888 shares; 2025Q4: 22,693 shares; 2026Q1: 22,865 shares 22,865 $1.89M 0.15% +172 Timeline DFAW 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: 17 shares; 2024Q4: 17 shares; 2025Q1: 18,343 shares; 2025Q2: 18,443 shares; 2025Q3: 18,505 shares; 2025Q4: 18,576 shares; 2026Q1: 25,389 shares 25,389 $1.87M 0.15% +6,813 Timeline DFEV 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: 40,706 shares; 2024Q4: 44,091 shares; 2025Q1: 44,234 shares; 2025Q2: 44,914 shares; 2025Q3: 51,093 shares; 2025Q4: 51,042 shares; 2026Q1: 50,790 shares 50,790 $1.82M 0.15% -252 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,341 shares; 2024Q4: 9,390 shares; 2025Q1: 9,443 shares; 2025Q2: 9,443 shares; 2025Q3: 9,485 shares; 2025Q4: 9,522 shares; 2026Q1: 9,566 shares 9,566 $1.76M 0.14% +44 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: 26,663 shares; 2024Q4: 26,665 shares; 2025Q1: 26,666 shares; 2025Q2: 37,817 shares; 2025Q3: 37,765 shares; 2025Q4: 37,802 shares; 2026Q1: 37,899 shares 37,899 $1.71M 0.14% +97 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: 13,796 shares; 2024Q4: 13,813 shares; 2025Q1: 13,829 shares; 2025Q2: 13,846 shares; 2025Q3: 13,863 shares; 2025Q4: 27,748 shares; 2026Q1: 27,775 shares 27,775 $1.7M 0.14% +27 Timeline VNQI 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: 43,767 shares; 2024Q4: 45,331 shares; 2025Q1: 44,210 shares; 2025Q2: 44,382 shares; 2025Q3: 44,382 shares; 2025Q4: 45,030 shares; 2026Q1: 38,198 shares 38,198 $1.7M 0.14% -6,832 Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 25,000 shares; 2025Q1: not reported; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $1.64M 0.13% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,370 shares; 2024Q4: 15,451 shares; 2025Q1: 12,798 shares; 2025Q2: 14,522 shares; 2025Q3: 13,360 shares; 2025Q4: 12,900 shares; 2026Q1: 11,022 shares 11,022 $1.61M 0.13% -1,878 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: 7,363 shares; 2024Q4: 7,369 shares; 2025Q1: 7,373 shares; 2025Q2: 7,380 shares; 2025Q3: 7,387 shares; 2025Q4: 7,433 shares; 2026Q1: 7,439 shares 7,439 $1.59M 0.13% +6 Timeline CEF 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: 34,811 shares; 2024Q4: 34,314 shares; 2025Q1: 34,314 shares; 2025Q2: 34,314 shares; 2025Q3: 32,980 shares; 2025Q4: 32,980 shares; 2026Q1: 32,980 shares 32,980 $1.57M 0.13% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,159 shares; 2024Q4: 20,191 shares; 2025Q1: 19,457 shares; 2025Q2: 19,507 shares; 2025Q3: 19,507 shares; 2025Q4: 19,572 shares; 2026Q1: 19,572 shares 19,572 $1.53M 0.12% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,826 shares; 2024Q4: 12,500 shares; 2025Q1: 12,449 shares; 2025Q2: 15,701 shares; 2025Q3: 15,748 shares; 2025Q4: 15,595 shares; 2026Q1: 11,016 shares 11,016 $1.42M 0.11% -4,579 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: 5,537 shares; 2024Q4: 5,541 shares; 2025Q1: 5,509 shares; 2025Q2: 5,513 shares; 2025Q3: 5,539 shares; 2025Q4: 4,829 shares; 2026Q1: 4,809 shares 4,809 $1.41M 0.11% -20 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: 7,058 shares; 2024Q4: 14,842 shares; 2025Q1: 14,376 shares; 2025Q2: 14,376 shares; 2025Q3: 14,112 shares; 2025Q4: 14,115 shares; 2026Q1: 13,828 shares 13,828 $1.4M 0.11% -287 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,480 shares; 2024Q4: 5,510 shares; 2025Q1: 5,516 shares; 2025Q2: 4,792 shares; 2025Q3: 12,166 shares; 2025Q4: 13,200 shares; 2026Q1: 13,200 shares 13,200 $1.37M 0.11% 0 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,721 shares; 2024Q4: 51,190 shares; 2025Q1: 51,538 shares; 2025Q2: 52,095 shares; 2025Q3: 52,632 shares; 2025Q4: 53,331 shares; 2026Q1: 53,683 shares 53,683 $1.34M 0.11% +352 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: 5,283 shares; 2024Q4: 5,289 shares; 2025Q1: 5,442 shares; 2025Q2: 5,299 shares; 2025Q3: 5,572 shares; 2025Q4: 5,456 shares; 2026Q1: 5,311 shares 5,311 $1.32M 0.11% -145 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: 4,236 shares; 2024Q4: 4,250 shares; 2025Q1: 4,233 shares; 2025Q2: 4,416 shares; 2025Q3: 4,434 shares; 2025Q4: 1,837 shares; 2026Q1: 1,836 shares 1,836 $1.3M 0.1% -1 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: 5,321 shares; 2024Q4: 5,328 shares; 2025Q1: 5,337 shares; 2025Q2: 7,074 shares; 2025Q3: 7,083 shares; 2025Q4: 6,699 shares; 2026Q1: 6,708 shares 6,708 $1.29M 0.1% +9 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: 14,320 shares; 2024Q4: 11,970 shares; 2025Q1: 11,885 shares; 2025Q2: 11,758 shares; 2025Q3: 11,824 shares; 2025Q4: 10,359 shares; 2026Q1: 10,322 shares 10,322 $1.28M 0.1% -37 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,094 shares; 2025Q4: not reported; 2026Q1: 4,063 shares 4,063 $1.26M 0.1% new 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: 6,234 shares; 2024Q4: 6,734 shares; 2025Q1: 11,421 shares; 2025Q2: 11,922 shares; 2025Q3: 15,794 shares; 2025Q4: 20,120 shares; 2026Q1: 32,603 shares 32,603 $1.25M 0.1% +12,483 Timeline EFG 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: 11,460 shares; 2024Q4: 11,212 shares; 2025Q1: 11,212 shares; 2025Q2: 11,202 shares; 2025Q3: 11,174 shares; 2025Q4: 11,236 shares; 2026Q1: 11,236 shares 11,236 $1.25M 0.1% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,706 shares; 2024Q4: 21,878 shares; 2025Q1: 21,878 shares; 2025Q2: 23,686 shares; 2025Q3: 22,429 shares; 2025Q4: 22,109 shares; 2026Q1: 22,026 shares 22,026 $1.25M 0.1% -83 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: 4,003 shares; 2024Q4: 4,024 shares; 2025Q1: 4,033 shares; 2025Q2: 3,337 shares; 2025Q3: 6,483 shares; 2025Q4: 8,390 shares; 2026Q1: 8,751 shares 8,751 $1.21M 0.1% +361 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,588 shares; 2024Q4: 1,513 shares; 2025Q1: 1,513 shares; 2025Q2: 1,514 shares; 2025Q3: 1,514 shares; 2025Q4: 1,417 shares; 2026Q1: 1,187 shares 1,187 $1.18M 0.09% -230 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,966 shares; 2024Q4: 8,966 shares; 2025Q1: 8,966 shares; 2025Q2: 8,966 shares; 2025Q3: 8,966 shares; 2025Q4: 8,845 shares; 2026Q1: 8,845 shares 8,845 $1.17M 0.09% 0 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: 3,816 shares; 2024Q4: 3,798 shares; 2025Q1: 3,703 shares; 2025Q2: 3,619 shares; 2025Q3: 3,720 shares; 2025Q4: 3,717 shares; 2026Q1: 3,706 shares 3,706 $1.15M 0.09% -11 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: 5,623 shares; 2024Q4: 5,658 shares; 2025Q1: 4,220 shares; 2025Q2: 4,220 shares; 2025Q3: 4,345 shares; 2025Q4: 4,371 shares; 2026Q1: 4,386 shares 4,386 $1.15M 0.09% +15 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: 1,472 shares; 2024Q4: 1,472 shares; 2025Q1: 2,991 shares; 2025Q2: 2,991 shares; 2025Q3: 3,166 shares; 2025Q4: 3,075 shares; 2026Q1: 3,393 shares 3,393 $1.15M 0.09% +318 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: 16,970 shares; 2024Q4: 16,972 shares; 2025Q1: 19,252 shares; 2025Q2: 16,976 shares; 2025Q3: 17,099 shares; 2025Q4: 15,751 shares; 2026Q1: 14,706 shares 14,706 $1.14M 0.09% -1,045 Timeline VUSB 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: 13,927 shares; 2024Q4: 16,864 shares; 2025Q1: 16,888 shares; 2025Q2: 29,893 shares; 2025Q3: 30,617 shares; 2025Q4: 26,141 shares; 2026Q1: 22,844 shares 22,844 $1.14M 0.09% -3,297 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,567 shares; 2024Q4: 4,731 shares; 2025Q1: 4,798 shares; 2025Q2: 4,807 shares; 2025Q3: 4,817 shares; 2025Q4: 4,827 shares; 2026Q1: 4,150 shares 4,150 $1.13M 0.09% -677 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: 1,500 shares; 2024Q4: 1,500 shares; 2025Q1: 1,500 shares; 2025Q2: 1,500 shares; 2025Q3: 1,500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $1.09M 0.09% 0 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: 7,058 shares; 2024Q4: 7,059 shares; 2025Q1: 7,000 shares; 2025Q2: 6,967 shares; 2025Q3: 6,983 shares; 2025Q4: 6,846 shares; 2026Q1: 7,528 shares 7,528 $1.09M 0.09% +682 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: not reported; 2025Q4: not reported; 2026Q1: 3,193 shares 3,193 $1.08M 0.09% new Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,032 shares; 2024Q4: 27,260 shares; 2025Q1: 24,287 shares; 2025Q2: 24,393 shares; 2025Q3: 17,829 shares; 2025Q4: 17,951 shares; 2026Q1: 18,020 shares 18,020 $1.07M 0.09% +69 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: 18,184 shares; 2024Q4: 38,501 shares; 2025Q1: 39,632 shares; 2025Q2: 39,891 shares; 2025Q3: 40,808 shares; 2025Q4: 42,933 shares; 2026Q1: 43,088 shares 43,088 $1.07M 0.09% +155 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: 790 shares; 2024Q4: 790 shares; 2025Q1: 13,464 shares; 2025Q2: 13,502 shares; 2025Q3: 19,184 shares; 2025Q4: 13,578 shares; 2026Q1: 13,660 shares 13,660 $1.05M 0.08% +82 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: 9,823 shares; 2024Q4: 9,823 shares; 2025Q1: 8,723 shares; 2025Q2: 8,723 shares; 2025Q3: 8,673 shares; 2025Q4: 8,643 shares; 2026Q1: 8,643 shares 8,643 $1.03M 0.08% 0 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: 10,500 shares; 2024Q4: 8,500 shares; 2025Q1: 10,500 shares; 2025Q2: 10,814 shares; 2025Q3: 13,212 shares; 2025Q4: 13,925 shares; 2026Q1: 14,471 shares 14,471 $986K 0.08% +546 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: 14,879 shares; 2024Q4: 14,882 shares; 2025Q1: 14,885 shares; 2025Q2: 14,887 shares; 2025Q3: 14,890 shares; 2025Q4: 14,368 shares; 2026Q1: 10,535 shares 10,535 $977K 0.08% -3,833 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,124 shares; 2024Q4: 12,146 shares; 2025Q1: 12,146 shares; 2025Q2: 12,160 shares; 2025Q3: 12,160 shares; 2025Q4: 12,300 shares; 2026Q1: 12,300 shares 12,300 $967K 0.08% 0 Timeline DFLV 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: 27,647 shares; 2024Q4: 27,716 shares; 2025Q1: 27,815 shares; 2025Q2: 33,149 shares; 2025Q3: 33,278 shares; 2025Q4: 28,858 shares; 2026Q1: 27,034 shares 27,034 $965K 0.08% -1,824 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: 17,588 shares; 2024Q4: 22,882 shares; 2025Q1: 23,282 shares; 2025Q2: 23,932 shares; 2025Q3: 22,882 shares; 2025Q4: 22,432 shares; 2026Q1: 21,822 shares 21,822 $963K 0.08% -610 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: 16,664 shares; 2024Q4: 17,871 shares; 2025Q1: 18,288 shares; 2025Q2: 18,531 shares; 2025Q3: 18,725 shares; 2025Q4: 16,261 shares; 2026Q1: 16,404 shares 16,404 $930K 0.07% +143 Timeline AVSF 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: 26,670 shares; 2024Q4: 24,868 shares; 2025Q1: 25,558 shares; 2025Q2: 25,654 shares; 2025Q3: 25,727 shares; 2025Q4: 25,829 shares; 2026Q1: 19,665 shares 19,665 $920K 0.07% -6,164 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: 7,089 shares; 2024Q4: 7,786 shares; 2025Q1: 7,804 shares; 2025Q2: 7,825 shares; 2025Q3: 7,195 shares; 2025Q4: 7,220 shares; 2026Q1: 7,228 shares 7,228 $899K 0.07% +8 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,510 shares; 2024Q4: 25,510 shares; 2025Q1: 25,510 shares; 2025Q2: 25,510 shares; 2025Q3: 26,441 shares; 2025Q4: 26,441 shares; 2026Q1: 26,441 shares 26,441 $887K 0.07% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,642 shares; 2024Q4: 4,654 shares; 2025Q1: 4,666 shares; 2025Q2: 4,666 shares; 2025Q3: 4,677 shares; 2025Q4: 5,321 shares; 2026Q1: 6,070 shares 6,070 $880K 0.07% +749 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: 1,283 shares; 2024Q4: 1,283 shares; 2025Q1: 1,283 shares; 2025Q2: 1,283 shares; 2025Q3: 1,283 shares; 2025Q4: 1,283 shares; 2026Q1: 1,283 shares 1,283 $875K 0.07% 0 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: 4,748 shares; 2024Q4: 4,310 shares; 2025Q1: 4,321 shares; 2025Q2: 4,322 shares; 2025Q3: 4,340 shares; 2025Q4: 4,013 shares; 2026Q1: 3,996 shares 3,996 $869K 0.07% -17 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,688 shares; 2024Q4: 3,649 shares; 2025Q1: 3,649 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,651 shares; 2026Q1: 3,651 shares 3,651 $863K 0.07% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,174 shares; 2024Q4: 2,187 shares; 2025Q1: 2,200 shares; 2025Q2: 2,215 shares; 2025Q3: 2,342 shares; 2025Q4: 2,357 shares; 2026Q1: 2,372 shares 2,372 $862K 0.07% +15 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: 1,531 shares; 2024Q4: 1,481 shares; 2025Q1: 1,481 shares; 2025Q2: 1,481 shares; 2025Q3: 1,481 shares; 2025Q4: 1,481 shares; 2026Q1: 1,481 shares 1,481 $834K 0.07% 0 Timeline AVIV 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: 11,037 shares; 2024Q4: 11,154 shares; 2025Q1: 10,735 shares; 2025Q2: 10,908 shares; 2025Q3: 10,908 shares; 2025Q4: 11,050 shares; 2026Q1: 11,063 shares 11,063 $828K 0.07% +13 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,277 shares; 2024Q4: 3,279 shares; 2025Q1: 3,280 shares; 2025Q2: 3,280 shares; 2025Q3: 3,295 shares; 2025Q4: 2,755 shares; 2026Q1: 2,738 shares 2,738 $828K 0.07% -17 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: 3,362 shares; 2024Q4: 3,342 shares; 2025Q1: 3,298 shares; 2025Q2: 3,281 shares; 2025Q3: 3,268 shares; 2025Q4: 3,268 shares; 2026Q1: 3,276 shares 3,276 $794K 0.06% +8 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: 11,789 shares; 2024Q4: 11,810 shares; 2025Q1: 11,823 shares; 2025Q2: 11,842 shares; 2025Q3: 11,862 shares; 2025Q4: 11,787 shares; 2026Q1: 11,702 shares 11,702 $790K 0.06% -85 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,808 shares; 2024Q4: 4,813 shares; 2025Q1: 4,226 shares; 2025Q2: 4,230 shares; 2025Q3: 4,235 shares; 2025Q4: 4,095 shares; 2026Q1: 4,098 shares 4,098 $777K 0.06% +3 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 878 shares; 2024Q4: 878 shares; 2025Q1: 878 shares; 2025Q2: 885 shares; 2025Q3: 885 shares; 2025Q4: 885 shares; 2026Q1: 3,885 shares 3,885 $770K 0.06% +3,000 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: 821 shares; 2024Q4: 821 shares; 2025Q1: 821 shares; 2025Q2: 821 shares; 2025Q3: 821 shares; 2025Q4: 821 shares; 2026Q1: 835 shares 835 $768K 0.06% +14 Timeline DFSD 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,526 shares; 2025Q3: 15,647 shares; 2025Q4: 15,825 shares; 2026Q1: 15,860 shares 15,860 $759K 0.06% +35 Timeline CAMT CAMTEK LTD More: the full row for CAMTEK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares; 2025Q3: 5,000 shares; 2025Q4: 5,000 shares; 2026Q1: 5,000 shares 5,000 $758K 0.06% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,644 shares; 2024Q4: 1,715 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,713 shares; 2026Q1: 6,137 shares 6,137 $756K 0.06% +4,424 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 564 shares; 2026Q1: 673 shares 673 $735K 0.06% +109 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,016 shares; 2025Q4: not reported; 2026Q1: 10,028 shares 10,028 $733K 0.06% new Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,375 shares; 2025Q1: 3,375 shares; 2025Q2: 3,375 shares; 2025Q3: 3,375 shares; 2025Q4: 3,375 shares; 2026Q1: 3,375 shares 3,375 $723K 0.06% 0 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: 4,573 shares; 2024Q4: 4,746 shares; 2025Q1: 5,047 shares; 2025Q2: 4,911 shares; 2025Q3: 4,924 shares; 2025Q4: 4,925 shares; 2026Q1: 4,914 shares 4,914 $723K 0.06% -11 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: 13,593 shares; 2024Q4: 13,649 shares; 2025Q1: 13,673 shares; 2025Q2: 13,154 shares; 2025Q3: 12,815 shares; 2025Q4: 12,660 shares; 2026Q1: 13,864 shares 13,864 $706K 0.06% +1,204 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: 3,898 shares; 2024Q4: 3,898 shares; 2025Q1: 3,898 shares; 2025Q2: 3,934 shares; 2025Q3: 3,967 shares; 2025Q4: 3,667 shares; 2026Q1: 3,634 shares 3,634 $701K 0.06% -33 Timeline DFIS 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: 25,333 shares; 2024Q4: 25,173 shares; 2025Q1: 17,846 shares; 2025Q2: 19,172 shares; 2025Q3: 21,414 shares; 2025Q4: 20,836 shares; 2026Q1: 20,271 shares 20,271 $683K 0.05% -565 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,766 shares; 2024Q4: 2,272 shares; 2025Q1: 1,778 shares; 2025Q2: 2,060 shares; 2025Q3: 2,067 shares; 2025Q4: 2,074 shares; 2026Q1: 2,080 shares 2,080 $678K 0.05% +6 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,095 shares; 2024Q4: 3,102 shares; 2025Q1: 3,111 shares; 2025Q2: 3,120 shares; 2025Q3: 3,129 shares; 2025Q4: 3,137 shares; 2026Q1: 3,145 shares 3,145 $656K 0.05% +8 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: 1,308 shares; 2024Q4: 1,309 shares; 2025Q1: 1,309 shares; 2025Q2: 1,310 shares; 2025Q3: 1,321 shares; 2025Q4: 1,272 shares; 2026Q1: 1,272 shares 1,272 $636K 0.05% 0 Timeline DIHP 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: 20,789 shares; 2024Q4: 21,098 shares; 2025Q1: 21,108 shares; 2025Q2: 21,135 shares; 2025Q3: 21,145 shares; 2025Q4: 19,636 shares; 2026Q1: 19,645 shares 19,645 $633K 0.05% +9 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: 6,429 shares; 2024Q4: 6,401 shares; 2025Q1: 6,461 shares; 2025Q2: 6,635 shares; 2025Q3: 6,664 shares; 2025Q4: 4,062 shares; 2026Q1: 4,067 shares 4,067 $632K 0.05% +5 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,973 shares; 2024Q4: 2,973 shares; 2025Q1: 2,973 shares; 2025Q2: 2,973 shares; 2025Q3: 2,973 shares; 2025Q4: 2,973 shares; 2026Q1: 2,973 shares 2,973 $628K 0.05% 0 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: 2,305 shares; 2024Q4: 2,309 shares; 2025Q1: 2,249 shares; 2025Q2: 2,544 shares; 2025Q3: 2,344 shares; 2025Q4: 2,258 shares; 2026Q1: 2,249 shares 2,249 $608K 0.05% -9 Timeline GDX 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: 6,601 shares; 2024Q4: 6,677 shares; 2025Q1: 6,578 shares; 2025Q2: 6,578 shares; 2025Q3: 6,578 shares; 2025Q4: 6,623 shares; 2026Q1: 6,623 shares 6,623 $608K 0.05% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,900 shares; 2024Q4: 12,915 shares; 2025Q1: 12,915 shares; 2025Q2: 12,933 shares; 2025Q3: 12,933 shares; 2025Q4: 13,300 shares; 2026Q1: 13,300 shares 13,300 $607K 0.05% 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: 7,860 shares; 2024Q4: 7,869 shares; 2025Q1: 7,869 shares; 2025Q2: 7,873 shares; 2025Q3: 7,979 shares; 2025Q4: 7,988 shares; 2026Q1: 7,890 shares 7,890 $600K 0.05% -98 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: 1,112 shares; 2024Q4: 1,112 shares; 2025Q1: 1,112 shares; 2025Q2: 1,112 shares; 2025Q3: 1,185 shares; 2025Q4: 1,085 shares; 2026Q1: 1,085 shares 1,085 $584K 0.05% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,485 shares; 2024Q4: 17,849 shares; 2025Q1: 18,047 shares; 2025Q2: 18,435 shares; 2025Q3: 18,729 shares; 2025Q4: 19,080 shares; 2026Q1: 19,206 shares 19,206 $582K 0.05% +126 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,019 shares; 2024Q4: 3,033 shares; 2025Q1: not reported; 2025Q2: 3,064 shares; 2025Q3: 3,078 shares; 2025Q4: 3,095 shares; 2026Q1: 8,795 shares 8,795 $580K 0.05% +5,700 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 705 shares; 2025Q2: 706 shares; 2025Q3: 707 shares; 2025Q4: 1,303 shares; 2026Q1: 1,417 shares 1,417 $578K 0.05% +114 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: 2,310 shares; 2024Q4: 2,310 shares; 2025Q1: 2,310 shares; 2025Q2: 2,310 shares; 2025Q3: 2,310 shares; 2025Q4: 2,310 shares; 2026Q1: 2,310 shares 2,310 $564K 0.05% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 175,000 shares; 2024Q4: 175,000 shares; 2025Q1: 175,000 shares; 2025Q2: 175,000 shares; 2025Q3: 175,000 shares; 2025Q4: 175,000 shares; 2026Q1: 175,000 shares 175,000 $564K 0.05% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,122 shares; 2024Q4: 1,122 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,122 shares; 2026Q1: 11,800 shares 11,800 $552K 0.04% +10,678 Timeline GNMA 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: 41,755 shares; 2024Q4: 35,519 shares; 2025Q1: 34,022 shares; 2025Q2: 33,814 shares; 2025Q3: 33,824 shares; 2025Q4: 33,778 shares; 2026Q1: 12,424 shares 12,424 $551K 0.04% -21,354 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,900 shares; 2024Q4: 4,617 shares; 2025Q1: 4,519 shares; 2025Q2: 4,499 shares; 2025Q3: 4,564 shares; 2025Q4: 4,577 shares; 2026Q1: 4,536 shares 4,536 $546K 0.04% -41 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 7,980 shares; 2026Q1: 14,785 shares 14,785 $545K 0.04% +6,805 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: 6,632 shares; 2024Q4: 6,632 shares; 2025Q1: 6,481 shares; 2025Q2: 6,481 shares; 2025Q3: 6,536 shares; 2025Q4: 5,836 shares; 2026Q1: 5,781 shares 5,781 $537K 0.04% -55 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: 1,226 shares; 2024Q4: 1,226 shares; 2025Q1: 1,223 shares; 2025Q2: 1,223 shares; 2025Q3: 1,223 shares; 2025Q4: 1,223 shares; 2026Q1: 1,233 shares 1,233 $533K 0.04% +10 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: 1,604 shares; 2024Q4: 1,604 shares; 2025Q1: 1,604 shares; 2025Q2: 1,604 shares; 2025Q3: 1,620 shares; 2025Q4: 1,620 shares; 2026Q1: 1,604 shares 1,604 $528K 0.04% -16 Timeline URA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,489 shares; 2024Q4: 11,489 shares; 2025Q1: 11,558 shares; 2025Q2: 11,558 shares; 2025Q3: 11,558 shares; 2025Q4: 10,763 shares; 2026Q1: 10,850 shares 10,850 $525K 0.04% +87 Timeline CUT 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: 17,826 shares; 2025Q4: not reported; 2026Q1: 18,238 shares 18,238 $523K 0.04% new Timeline DFAR 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: 11,932 shares; 2024Q4: 12,020 shares; 2025Q1: 12,024 shares; 2025Q2: 21,979 shares; 2025Q3: 21,998 shares; 2025Q4: 19,356 shares; 2026Q1: 21,984 shares 21,984 $520K 0.04% +2,628 Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,600 shares; 2024Q4: 18,600 shares; 2025Q1: 18,600 shares; 2025Q2: 18,600 shares; 2025Q3: 18,600 shares; 2025Q4: 18,600 shares; 2026Q1: 18,600 shares 18,600 $520K 0.04% 0 Timeline AVDS 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: 7,589 shares; 2024Q4: 7,044 shares; 2025Q1: 7,044 shares; 2025Q2: 7,044 shares; 2025Q3: 7,044 shares; 2025Q4: 7,044 shares; 2026Q1: 7,128 shares 7,128 $512K 0.04% +84 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: not reported; 2024Q4: 2,121 shares; 2025Q1: 2,189 shares; 2025Q2: 5,407 shares; 2025Q3: 5,463 shares; 2025Q4: 5,539 shares; 2026Q1: 5,570 shares 5,570 $510K 0.04% +31 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,333 shares; 2024Q4: 6,384 shares; 2025Q1: 6,410 shares; 2025Q2: 6,451 shares; 2025Q3: 6,493 shares; 2025Q4: 6,378 shares; 2026Q1: 6,405 shares 6,405 $502K 0.04% +27 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: 11,582 shares; 2024Q4: 11,582 shares; 2025Q1: 11,582 shares; 2025Q2: 11,582 shares; 2025Q3: 11,582 shares; 2025Q4: 11,582 shares; 2026Q1: 11,582 shares 11,582 $492K 0.04% 0 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 123 shares; 2024Q4: 144 shares; 2025Q1: 144 shares; 2025Q2: 574 shares; 2025Q3: 754 shares; 2025Q4: 1,045 shares; 2026Q1: 1,278 shares 1,278 $490K 0.04% +233 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: 13,548 shares; 2024Q4: 13,562 shares; 2025Q1: 13,576 shares; 2025Q2: 13,591 shares; 2025Q3: 6,122 shares; 2025Q4: 6,137 shares; 2026Q1: 6,152 shares 6,152 $490K 0.04% +15 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: 1,881 shares; 2024Q4: 1,881 shares; 2025Q1: 1,881 shares; 2025Q2: 2,021 shares; 2025Q3: 2,118 shares; 2025Q4: 2,119 shares; 2026Q1: 2,119 shares 2,119 $479K 0.04% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,175 shares; 2024Q4: 4,258 shares; 2025Q1: 4,253 shares; 2025Q2: 4,277 shares; 2025Q3: 4,294 shares; 2025Q4: 4,314 shares; 2026Q1: 4,314 shares 4,314 $476K 0.04% 0 Timeline LGLV 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: 2,719 shares; 2024Q4: 2,719 shares; 2025Q1: 2,719 shares; 2025Q2: 2,719 shares; 2025Q3: 2,719 shares; 2025Q4: 2,719 shares; 2026Q1: 2,666 shares 2,666 $475K 0.04% -53 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: 851 shares; 2024Q4: 852 shares; 2025Q1: 854 shares; 2025Q2: 855 shares; 2025Q3: 856 shares; 2025Q4: 757 shares; 2026Q1: 759 shares 759 $468K 0.04% +2 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,556 shares; 2024Q4: 4,556 shares; 2025Q1: 4,556 shares; 2025Q2: 4,556 shares; 2025Q3: 4,556 shares; 2025Q4: 4,556 shares; 2026Q1: 4,556 shares 4,556 $466K 0.04% 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: 4,515 shares; 2024Q4: 4,517 shares; 2025Q1: 4,519 shares; 2025Q2: 4,521 shares; 2025Q3: 4,558 shares; 2025Q4: 4,560 shares; 2026Q1: 4,528 shares 4,528 $465K 0.04% -32 Timeline IAK 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: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 3,500 shares; 2025Q2: 3,500 shares; 2025Q3: 3,500 shares; 2025Q4: 3,500 shares; 2026Q1: 3,500 shares 3,500 $449K 0.04% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 98,706 shares; 2024Q4: 88,401 shares; 2025Q1: 90,120 shares; 2025Q2: 91,894 shares; 2025Q3: 93,843 shares; 2025Q4: 37,799 shares; 2026Q1: 24,712 shares 24,712 $445K 0.04% -13,087 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,858 shares; 2025Q4: not reported; 2026Q1: 3,858 shares 3,858 $444K 0.04% new Timeline IWC 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: 3,073 shares; 2024Q4: 2,773 shares; 2025Q1: 2,773 shares; 2025Q2: 2,773 shares; 2025Q3: 2,773 shares; 2025Q4: 2,773 shares; 2026Q1: 2,773 shares 2,773 $443K 0.04% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,851 shares; 2024Q4: 2,899 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,914 shares; 2025Q4: 2,919 shares; 2026Q1: 1,714 shares 1,714 $441K 0.04% -1,205 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: 2,065 shares; 2024Q4: 2,065 shares; 2025Q1: 2,065 shares; 2025Q2: 2,065 shares; 2025Q3: 2,065 shares; 2025Q4: 2,065 shares; 2026Q1: 2,065 shares 2,065 $430K 0.03% 0 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: 3,457 shares; 2024Q4: 3,491 shares; 2025Q1: 3,524 shares; 2025Q2: 3,557 shares; 2025Q3: 3,588 shares; 2025Q4: 3,620 shares; 2026Q1: 4,250 shares 4,250 $427K 0.03% +630 Timeline PWB 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: 3,300 shares; 2025Q4: not reported; 2026Q1: 3,300 shares 3,300 $416K 0.03% new Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,280 shares; 2024Q4: 1,354 shares; 2025Q1: 1,356 shares; 2025Q2: 1,356 shares; 2025Q3: 1,358 shares; 2025Q4: 1,362 shares; 2026Q1: 1,363 shares 1,363 $412K 0.03% +1 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,338 shares; 2024Q4: 1,338 shares; 2025Q1: 1,338 shares; 2025Q2: 1,338 shares; 2025Q3: 1,338 shares; 2025Q4: 1,304 shares; 2026Q1: 1,304 shares 1,304 $409K 0.03% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266 shares; 2024Q4: 1,266 shares; 2025Q1: 1,266 shares; 2025Q2: 1,266 shares; 2025Q3: 1,266 shares; 2025Q4: 1,266 shares; 2026Q1: 1,266 shares 1,266 $409K 0.03% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,444 shares; 2024Q4: 4,456 shares; 2025Q1: 4,415 shares; 2025Q2: 4,432 shares; 2025Q3: 4,432 shares; 2025Q4: 4,444 shares; 2026Q1: 4,444 shares 4,444 $406K 0.03% 0 Timeline BWX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,435 shares; 2024Q4: 18,435 shares; 2025Q1: 18,435 shares; 2025Q2: 18,435 shares; 2025Q3: 18,435 shares; 2025Q4: 18,435 shares; 2026Q1: 18,435 shares 18,435 $405K 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,671 shares; 2024Q4: 2,671 shares; 2025Q1: 2,671 shares; 2025Q2: 2,671 shares; 2025Q3: 2,671 shares; 2025Q4: 2,671 shares; 2026Q1: 2,671 shares 2,671 $404K 0.03% 0 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: not reported; 2024Q4: not reported; 2025Q1: 710 shares; 2025Q2: 664 shares; 2025Q3: 764 shares; 2025Q4: 2,094 shares; 2026Q1: 3,230 shares 3,230 $403K 0.03% +1,136 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,961 shares; 2024Q4: 10,018 shares; 2025Q1: 10,051 shares; 2025Q2: 10,108 shares; 2025Q3: 10,142 shares; 2025Q4: 10,186 shares; 2026Q1: 4,258 shares 4,258 $401K 0.03% -5,928 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,684 shares; 2024Q4: 1,684 shares; 2025Q1: 1,684 shares; 2025Q2: 1,684 shares; 2025Q3: 1,684 shares; 2025Q4: 1,684 shares; 2026Q1: 1,631 shares 1,631 $396K 0.03% -53 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: 13,523 shares; 2024Q4: 13,594 shares; 2025Q1: 13,659 shares; 2025Q2: 14,477 shares; 2025Q3: 14,535 shares; 2025Q4: 13,553 shares; 2026Q1: 13,616 shares 13,616 $395K 0.03% +63 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,138 shares; 2024Q4: 5,174 shares; 2025Q1: 5,174 shares; 2025Q2: 5,220 shares; 2025Q3: 5,220 shares; 2025Q4: 5,269 shares; 2026Q1: 5,269 shares 5,269 $392K 0.03% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,325 shares; 2024Q4: 1,325 shares; 2025Q1: 1,325 shares; 2025Q2: 1,325 shares; 2025Q3: 1,325 shares; 2025Q4: 1,325 shares; 2026Q1: 1,325 shares 1,325 $376K 0.03% 0 Timeline CWB 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: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: 4,000 shares; 2026Q1: 4,000 shares 4,000 $366K 0.03% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,064 shares; 2024Q4: 1,066 shares; 2025Q1: 1,069 shares; 2025Q2: 1,072 shares; 2025Q3: 1,075 shares; 2025Q4: 1,079 shares; 2026Q1: 1,082 shares 1,082 $361K 0.03% +3 Timeline GSK GSK PLC More: the full row for GSK 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: 7,520 shares; 2025Q4: not reported; 2026Q1: 6,520 shares 6,520 $360K 0.03% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,538 shares; 2024Q4: 6,341 shares; 2025Q1: 6,217 shares; 2025Q2: 4,384 shares; 2025Q3: 4,175 shares; 2025Q4: 4,020 shares; 2026Q1: 4,003 shares 4,003 $359K 0.03% -17 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,491 shares; 2024Q4: 2,491 shares; 2025Q1: 2,726 shares; 2025Q2: 2,506 shares; 2025Q3: 2,326 shares; 2025Q4: 2,106 shares; 2026Q1: 1,726 shares 1,726 $356K 0.03% -380 Timeline JNK 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: 3,513 shares; 2025Q4: not reported; 2026Q1: 3,630 shares 3,630 $347K 0.03% new Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,361 shares; 2025Q1: 6,361 shares; 2025Q2: 7,072 shares; 2025Q3: 7,072 shares; 2025Q4: 7,072 shares; 2026Q1: 7,072 shares 7,072 $340K 0.03% 0 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,325 shares; 2025Q2: 5,325 shares; 2025Q3: 5,325 shares; 2025Q4: 6,375 shares; 2026Q1: 5,708 shares 5,708 $337K 0.03% -667 Timeline SARK INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I 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 $331K 0.03% new Timeline AVEE 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: 6,164 shares; 2024Q4: 6,216 shares; 2025Q1: 5,656 shares; 2025Q2: 5,658 shares; 2025Q3: 5,208 shares; 2025Q4: 5,214 shares; 2026Q1: 5,214 shares 5,214 $331K 0.03% 0 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: 1,118 shares; 2024Q4: 1,118 shares; 2025Q1: 1,118 shares; 2025Q2: 1,118 shares; 2025Q3: 1,118 shares; 2025Q4: 1,118 shares; 2026Q1: 1,118 shares 1,118 $327K 0.03% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,568 shares; 2024Q4: 10,568 shares; 2025Q1: 10,568 shares; 2025Q2: 10,568 shares; 2025Q3: 10,568 shares; 2025Q4: 8,628 shares; 2026Q1: 8,628 shares 8,628 $326K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,372 shares; 2024Q4: 2,372 shares; 2025Q1: 2,373 shares; 2025Q2: 2,222 shares; 2025Q3: 2,221 shares; 2025Q4: 2,221 shares; 2026Q1: 2,221 shares 2,221 $323K 0.03% 0 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: 2,224 shares; 2024Q4: 2,224 shares; 2025Q1: 2,224 shares; 2025Q2: 2,224 shares; 2025Q3: 2,452 shares; 2025Q4: 2,452 shares; 2026Q1: 2,452 shares 2,452 $321K 0.03% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,016 shares; 2024Q4: 11,276 shares; 2025Q1: 11,330 shares; 2025Q2: 9,675 shares; 2025Q3: 9,675 shares; 2025Q4: 9,376 shares; 2026Q1: 4,919 shares 4,919 $320K 0.03% -4,457 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,043 shares; 2024Q4: 2,043 shares; 2025Q1: 2,043 shares; 2025Q2: 2,043 shares; 2025Q3: 2,043 shares; 2025Q4: 2,043 shares; 2026Q1: 2,043 shares 2,043 $318K 0.03% 0 Timeline TLT 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: 913 shares; 2024Q4: 1,669 shares; 2025Q1: 1,855 shares; 2025Q2: 2,633 shares; 2025Q3: 3,491 shares; 2025Q4: 3,561 shares; 2026Q1: 3,586 shares 3,586 $311K 0.02% +25 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,846 shares; 2025Q4: not reported; 2026Q1: 5,846 shares 5,846 $308K 0.02% new Timeline DFSI 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: 4,383 shares; 2024Q4: 4,410 shares; 2025Q1: 4,421 shares; 2025Q2: 4,479 shares; 2025Q3: 4,495 shares; 2025Q4: 7,095 shares; 2026Q1: 7,221 shares 7,221 $306K 0.02% +126 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,354 shares; 2025Q4: not reported; 2026Q1: 2,316 shares 2,316 $303K 0.02% new Timeline PALL ABRDN PALLADIUM ETF TRUST More: the full row for ABRDN PALLADIUM 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: 2,359 shares; 2025Q4: not reported; 2026Q1: 2,241 shares 2,241 $302K 0.02% new Timeline IYH 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: 3,247 shares; 2026Q1: 4,793 shares 4,793 $295K 0.02% +1,546 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,972 shares; 2024Q4: 12,101 shares; 2025Q1: 12,187 shares; 2025Q2: 12,312 shares; 2025Q3: 12,438 shares; 2025Q4: 12,604 shares; 2026Q1: 12,692 shares 12,692 $295K 0.02% +88 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,682 shares; 2024Q4: 2,682 shares; 2025Q1: 2,682 shares; 2025Q2: 2,682 shares; 2025Q3: 2,682 shares; 2025Q4: 2,682 shares; 2026Q1: 2,684 shares 2,684 $294K 0.02% +2 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,302 shares; 2025Q4: 9,482 shares; 2026Q1: 14,213 shares 14,213 $293K 0.02% +4,731 Timeline NYM AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 11,496 shares; 2026Q1: 11,587 shares 11,587 $289K 0.02% +91 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: not reported; 2025Q1: 3,297 shares; 2025Q2: 2,297 shares; 2025Q3: 2,297 shares; 2025Q4: 2,297 shares; 2026Q1: 2,297 shares 2,297 $288K 0.02% 0 Timeline HYG 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: 3,248 shares; 2024Q4: 3,312 shares; 2025Q1: 3,343 shares; 2025Q2: 3,393 shares; 2025Q3: 3,442 shares; 2025Q4: 3,509 shares; 2026Q1: 3,543 shares 3,543 $282K 0.02% +34 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,060 shares; 2024Q4: 3,060 shares; 2025Q1: 3,060 shares; 2025Q2: 3,060 shares; 2025Q3: 3,060 shares; 2025Q4: 6,120 shares; 2026Q1: 6,120 shares 6,120 $281K 0.02% 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: 2,767 shares; 2024Q4: 2,772 shares; 2025Q1: 2,783 shares; 2025Q2: 2,839 shares; 2025Q3: 2,838 shares; 2025Q4: 2,534 shares; 2026Q1: 2,485 shares 2,485 $279K 0.02% -49 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL 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: 2,684 shares; 2025Q4: not reported; 2026Q1: 2,725 shares 2,725 $278K 0.02% new Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,179 shares; 2025Q4: not reported; 2026Q1: 1,187 shares 1,187 $277K 0.02% new 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: 5,575 shares; 2024Q4: 5,591 shares; 2025Q1: 5,609 shares; 2025Q2: 5,625 shares; 2025Q3: 5,640 shares; 2025Q4: 5,596 shares; 2026Q1: 5,613 shares 5,613 $274K 0.02% +17 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,283 shares; 2025Q1: 2,264 shares; 2025Q2: 2,219 shares; 2025Q3: 2,174 shares; 2025Q4: 2,174 shares; 2026Q1: 2,174 shares 2,174 $274K 0.02% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: not reported; 2025Q1: 5,135 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,262 shares; 2026Q1: 5,296 shares 5,296 $272K 0.02% +34 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: 2,488 shares; 2024Q4: 2,503 shares; 2025Q1: 2,511 shares; 2025Q2: 2,523 shares; 2025Q3: 2,535 shares; 2025Q4: 2,551 shares; 2026Q1: 2,560 shares 2,560 $272K 0.02% +9 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,688 shares; 2025Q1: 1,688 shares; 2025Q2: 1,688 shares; 2025Q3: 1,688 shares; 2025Q4: 1,688 shares; 2026Q1: 1,688 shares 1,688 $270K 0.02% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,155 shares; 2024Q4: 1,066 shares; 2025Q1: 1,055 shares; 2025Q2: 1,059 shares; 2025Q3: 449 shares; 2025Q4: 449 shares; 2026Q1: 433 shares 433 $262K 0.02% -16 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,899 shares; 2024Q4: 11,913 shares; 2025Q1: 4,259 shares; 2025Q2: 4,277 shares; 2025Q3: 4,298 shares; 2025Q4: 2,851 shares; 2026Q1: 2,871 shares 2,871 $260K 0.02% +20 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,297 shares; 2024Q4: 2,307 shares; 2025Q1: 2,314 shares; 2025Q2: 2,325 shares; 2025Q3: 2,334 shares; 2025Q4: 2,345 shares; 2026Q1: 2,352 shares 2,352 $257K 0.02% +7 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: 1,388 shares 1,388 $253K 0.02% new 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: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares; 2025Q3: 3,000 shares; 2025Q4: 3,000 shares; 2026Q1: 3,000 shares 3,000 $248K 0.02% 0 Timeline VBIL VANGUARD INSTL INDEX FD More: the full row for VANGUARD INSTL INDEX 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: 3,182 shares; 2025Q3: 3,213 shares; 2025Q4: 3,254 shares; 2026Q1: 3,272 shares 3,272 $248K 0.02% +18 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: 787 shares; 2025Q4: not reported; 2026Q1: 687 shares 687 $246K 0.02% new 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: 4,297 shares; 2024Q4: not reported; 2025Q1: 3,719 shares; 2025Q2: 3,720 shares; 2025Q3: 3,802 shares; 2025Q4: 3,803 shares; 2026Q1: 3,721 shares 3,721 $246K 0.02% -82 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,134 shares; 2024Q4: 4,134 shares; 2025Q1: 3,964 shares; 2025Q2: 3,964 shares; 2025Q3: 3,964 shares; 2025Q4: 3,964 shares; 2026Q1: 3,964 shares 3,964 $239K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 484 shares; 2025Q4: not reported; 2026Q1: 479 shares 479 $237K 0.02% 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: 247 shares; 2024Q4: 247 shares; 2025Q1: 204 shares; 2025Q2: 204 shares; 2025Q3: 204 shares; 2025Q4: 3,963 shares; 2026Q1: 3,976 shares 3,976 $235K 0.02% +13 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,951 shares; 2024Q4: 10,976 shares; 2025Q1: 10,989 shares; 2025Q2: 11,009 shares; 2025Q3: 11,698 shares; 2025Q4: 4,456 shares; 2026Q1: 4,470 shares 4,470 $235K 0.02% +14 Timeline NXTC NEXTCURE INC More: the full row for NEXTCURE 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: 21,833 shares; 2026Q1: 21,833 shares 21,833 $233K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL 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: 7,881 shares; 2025Q4: not reported; 2026Q1: 6,805 shares 6,805 $228K 0.02% new 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: 801 shares; 2024Q4: 801 shares; 2025Q1: 766 shares; 2025Q2: 766 shares; 2025Q3: 766 shares; 2025Q4: 766 shares; 2026Q1: 646 shares 646 $227K 0.02% -120 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,265 shares; 2024Q4: 1,265 shares; 2025Q1: 1,265 shares; 2025Q2: 1,265 shares; 2025Q3: 1,265 shares; 2025Q4: 1,265 shares; 2026Q1: 1,173 shares 1,173 $222K 0.02% -92 Timeline BSOL BITWISE SOLANA STAKING ETF More: the full row for BITWISE SOLANA STAKING 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: 10,892 shares; 2026Q1: 20,000 shares 20,000 $221K 0.02% +9,108 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,116 shares 1,116 $221K 0.02% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,123 shares; 2025Q4: not reported; 2026Q1: 1,111 shares 1,111 $220K 0.02% 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: 2,619 shares; 2024Q4: 2,269 shares; 2025Q1: 2,275 shares; 2025Q2: 2,275 shares; 2025Q3: 2,290 shares; 2025Q4: 2,276 shares; 2026Q1: 2,283 shares 2,283 $220K 0.02% +7 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,310 shares; 2025Q3: 2,312 shares; 2025Q4: 2,314 shares; 2026Q1: 2,317 shares 2,317 $218K 0.02% +3 Timeline VSDM VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,850 shares; 2025Q4: 2,850 shares; 2026Q1: 2,850 shares 2,850 $217K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 251 shares; 2026Q1: 251 shares 251 $217K 0.02% 0 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,506 shares; 2025Q1: 1,496 shares; 2025Q2: 1,496 shares; 2025Q3: 1,496 shares; 2025Q4: 898 shares; 2026Q1: 898 shares 898 $213K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,137 shares; 2024Q4: 3,159 shares; 2025Q1: 3,179 shares; 2025Q2: 3,200 shares; 2025Q3: 3,220 shares; 2025Q4: 3,240 shares; 2026Q1: 3,258 shares 3,258 $212K 0.02% +18 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 618 shares; 2025Q4: 618 shares; 2026Q1: 618 shares 618 $212K 0.02% 0 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: 1,323 shares; 2024Q4: 1,324 shares; 2025Q1: 1,285 shares; 2025Q2: 1,286 shares; 2025Q3: 1,323 shares; 2025Q4: not reported; 2026Q1: 1,089 shares 1,089 $211K 0.02% new Timeline NTSX WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,042 shares; 2024Q4: 4,042 shares; 2025Q1: 4,042 shares; 2025Q2: 4,042 shares; 2025Q3: 4,042 shares; 2025Q4: 4,042 shares; 2026Q1: 4,042 shares 4,042 $211K 0.02% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,400 shares; 2024Q4: 3,400 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares; 2025Q3: 3,400 shares; 2025Q4: 3,400 shares; 2026Q1: 3,400 shares 3,400 $210K 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,134 shares; 2024Q4: 7,134 shares; 2025Q1: 7,423 shares; 2025Q2: 7,424 shares; 2025Q3: 7,442 shares; 2025Q4: 7,434 shares; 2026Q1: 1,124 shares 1,124 $210K 0.02% -6,310 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 19,883 shares; 2024Q4: 19,883 shares; 2025Q1: 19,883 shares; 2025Q2: 19,883 shares; 2025Q3: 19,883 shares; 2025Q4: 19,883 shares; 2026Q1: 19,883 shares 19,883 $210K 0.02% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 537 shares; 2025Q1: 523 shares; 2025Q2: 523 shares; 2025Q3: 716 shares; 2025Q4: 720 shares; 2026Q1: 722 shares 722 $207K 0.02% +2 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,776 shares; 2026Q1: 2,782 shares 2,782 $207K 0.02% +6 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,295 shares; 2024Q4: 1,300 shares; 2025Q1: 1,303 shares; 2025Q2: 1,305 shares; 2025Q3: 1,307 shares; 2025Q4: 1,310 shares; 2026Q1: 910 shares 910 $204K 0.02% -400 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: 856 shares; 2024Q4: 856 shares; 2025Q1: 856 shares; 2025Q2: 856 shares; 2025Q3: 856 shares; 2025Q4: 852 shares; 2026Q1: 837 shares 837 $203K 0.02% -15 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares; 2025Q1: 1,795 shares; 2025Q2: 1,795 shares; 2025Q3: 1,795 shares; 2025Q4: 1,795 shares; 2026Q1: 1,795 shares 1,795 $203K 0.02% 0 Timeline SOXX 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: 67 shares; 2024Q4: 67 shares; 2025Q1: 599 shares; 2025Q2: 600 shares; 2025Q3: 600 shares; 2025Q4: 600 shares; 2026Q1: 600 shares 600 $197K 0.02% 0 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: 1,793 shares; 2024Q4: 1,797 shares; 2025Q1: 1,977 shares; 2025Q2: 1,802 shares; 2025Q3: 1,806 shares; 2025Q4: 1,803 shares; 2026Q1: 1,786 shares 1,786 $195K 0.02% -17 Timeline AVIG 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: 18,295 shares; 2024Q4: 18,295 shares; 2025Q1: 4,595 shares; 2025Q2: 4,595 shares; 2025Q3: 4,595 shares; 2025Q4: 4,595 shares; 2026Q1: 4,595 shares 4,595 $191K 0.02% 0 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,639 shares; 2024Q4: 12,639 shares; 2025Q1: 12,639 shares; 2025Q2: 12,639 shares; 2025Q3: 12,639 shares; 2025Q4: 12,639 shares; 2026Q1: 12,639 shares 12,639 $188K 0.02% 0 Timeline CMF 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: 2,946 shares; 2024Q4: 2,974 shares; 2025Q1: 2,988 shares; 2025Q2: 3,011 shares; 2025Q3: 3,034 shares; 2025Q4: 3,064 shares; 2026Q1: 3,079 shares 3,079 $175K 0.01% +15 Timeline ETHA ISHARES ETHEREUM TR More: the full row for ISHARES ETHEREUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 10,000 shares; 2026Q1: 10,707 shares 10,707 $169K 0.01% +707 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: 1,616 shares; 2024Q4: 1,633 shares; 2025Q1: 1,642 shares; 2025Q2: 1,656 shares; 2025Q3: 1,670 shares; 2025Q4: 1,688 shares; 2026Q1: 1,698 shares 1,698 $169K 0.01% +10 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,331 shares; 2024Q4: 2,347 shares; 2025Q1: 2,357 shares; 2025Q2: 2,396 shares; 2025Q3: 2,406 shares; 2025Q4: 2,420 shares; 2026Q1: 2,428 shares 2,428 $165K 0.01% +8 Timeline AVES 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: 6,285 shares; 2024Q4: 6,422 shares; 2025Q1: 4,244 shares; 2025Q2: 4,302 shares; 2025Q3: 2,673 shares; 2025Q4: 2,722 shares; 2026Q1: 2,725 shares 2,725 $163K 0.01% +3 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 23,836 shares; 2025Q1: 38,748 shares; 2025Q2: 18,981 shares; 2025Q3: 19,105 shares; 2025Q4: 18,165 shares; 2026Q1: 5,160 shares 5,160 $158K 0.01% -13,005 Timeline IEUR 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: 2,375 shares; 2024Q4: 2,375 shares; 2025Q1: 2,375 shares; 2025Q2: 2,375 shares; 2025Q3: 2,375 shares; 2025Q4: 2,375 shares; 2026Q1: 2,189 shares 2,189 $154K 0.01% -186 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,885 shares; 2024Q4: 14,885 shares; 2025Q1: 14,885 shares; 2025Q2: 14,885 shares; 2025Q3: 14,885 shares; 2025Q4: 14,885 shares; 2026Q1: 14,885 shares 14,885 $149K 0.01% 0 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: 2,033 shares; 2024Q4: 2,033 shares; 2025Q1: 2,037 shares; 2025Q2: 2,074 shares; 2025Q3: 2,070 shares; 2025Q4: 2,070 shares; 2026Q1: 2,033 shares 2,033 $146K 0.01% -37 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: 1,932 shares; 2024Q4: 1,974 shares; 2025Q1: 1,974 shares; 2025Q2: 1,998 shares; 2025Q3: 1,998 shares; 2025Q4: 2,033 shares; 2026Q1: 2,033 shares 2,033 $142K 0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,508 shares; 2024Q4: 2,524 shares; 2025Q1: 2,537 shares; 2025Q2: 2,550 shares; 2025Q3: 1,971 shares; 2025Q4: 1,984 shares; 2026Q1: 1,994 shares 1,994 $140K 0.01% +10 Timeline SCHK SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,442 shares; 2024Q4: 4,442 shares; 2025Q1: 4,442 shares; 2025Q2: 4,442 shares; 2025Q3: 4,442 shares; 2025Q4: 4,442 shares; 2026Q1: 4,442 shares 4,442 $139K 0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,542 shares; 2024Q4: 3,574 shares; 2025Q1: 3,591 shares; 2025Q2: 3,687 shares; 2025Q3: 3,714 shares; 2025Q4: 2,963 shares; 2026Q1: 2,910 shares 2,910 $137K 0.01% -53 Timeline IAT 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: 2,350 shares; 2024Q4: 2,369 shares; 2025Q1: 2,382 shares; 2025Q2: 2,402 shares; 2025Q3: 2,420 shares; 2025Q4: 2,445 shares; 2026Q1: 2,457 shares 2,457 $132K 0.01% +12 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 743 shares; 2024Q4: 743 shares; 2025Q1: 743 shares; 2025Q2: 743 shares; 2025Q3: 743 shares; 2025Q4: 743 shares; 2026Q1: 743 shares 743 $129K 0.01% 0 Timeline IYY 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: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $127K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares; 2025Q3: 10,000 shares; 2025Q4: 10,000 shares; 2026Q1: 10,000 shares 10,000 $127K 0.01% 0 Timeline NTSI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,860 shares; 2024Q4: 2,860 shares; 2025Q1: 2,860 shares; 2025Q2: 2,860 shares; 2025Q3: 2,860 shares; 2025Q4: 2,860 shares; 2026Q1: 2,860 shares 2,860 $126K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $121K 0.01% 0 Timeline DXIV 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,746 shares; 2025Q4: 1,760 shares; 2026Q1: 1,763 shares 1,763 $119K 0.01% +3 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 511 shares; 2025Q1: 511 shares; 2025Q2: 511 shares; 2025Q3: 511 shares; 2025Q4: 511 shares; 2026Q1: 511 shares 511 $115K 0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 1,230 shares; 2025Q1: 1,230 shares; 2025Q2: 1,230 shares; 2025Q3: 1,230 shares; 2025Q4: 1,230 shares; 2026Q1: 1,230 shares 1,230 $115K 0.01% 0 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,797 shares; 2024Q4: 1,841 shares; 2025Q1: 1,845 shares; 2025Q2: 1,845 shares; 2025Q3: 1,845 shares; 2025Q4: 2,139 shares; 2026Q1: 2,139 shares 2,139 $111K 0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,167 shares; 2024Q4: 3,167 shares; 2025Q1: 3,167 shares; 2025Q2: 3,167 shares; 2025Q3: 3,167 shares; 2025Q4: 3,167 shares; 2026Q1: 3,167 shares 3,167 $104K 0.01% 0 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: 2,141 shares; 2025Q3: 2,147 shares; 2025Q4: 4,022 shares; 2026Q1: 4,034 shares 4,034 $103K 0.01% +12 Timeline IWS 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: 664 shares; 2024Q4: 667 shares; 2025Q1: 669 shares; 2025Q2: 672 shares; 2025Q3: 674 shares; 2025Q4: 677 shares; 2026Q1: 679 shares 679 $99K 0.01% +2 Timeline IPAC 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: 1,291 shares; 2024Q4: 1,291 shares; 2025Q1: 1,291 shares; 2025Q2: 1,291 shares; 2025Q3: 1,291 shares; 2025Q4: 1,291 shares; 2026Q1: 1,291 shares 1,291 $98.8K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,955 shares 1,955 $96.5K 0.01% new Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,356 shares; 2025Q1: 1,358 shares; 2025Q2: 1,368 shares; 2025Q3: 1,379 shares; 2025Q4: 2,250 shares; 2026Q1: 2,253 shares 2,253 $95.5K 0.01% +3 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: 1,694 shares; 2024Q4: 1,694 shares; 2025Q1: 1,694 shares; 2025Q2: 1,694 shares; 2025Q3: 1,694 shares; 2025Q4: 1,694 shares; 2026Q1: 1,694 shares 1,694 $95.2K 0.01% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,022 shares; 2024Q4: 2,022 shares; 2025Q1: 2,022 shares; 2025Q2: 2,022 shares; 2025Q3: 1,567 shares; 2025Q4: 1,567 shares; 2026Q1: 457 shares 457 $90.5K 0.01% -1,110 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: 1,152 shares; 2024Q4: 1,153 shares; 2025Q1: 1,153 shares; 2025Q2: 1,368 shares; 2025Q3: 1,369 shares; 2025Q4: 650 shares; 2026Q1: 651 shares 651 $86.5K 0.01% +1 Timeline IEI 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: 712 shares; 2024Q4: 712 shares; 2025Q1: 712 shares; 2025Q2: 712 shares; 2025Q3: 712 shares; 2025Q4: 712 shares; 2026Q1: 712 shares 712 $84.4K 0.01% 0 Timeline RZV 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: 650 shares; 2025Q4: not reported; 2026Q1: 650 shares 650 $80.9K 0.01% new Timeline EWX 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: 1,203 shares; 2024Q4: 1,203 shares; 2025Q1: 1,203 shares; 2025Q2: 1,203 shares; 2025Q3: 1,203 shares; 2025Q4: 1,203 shares; 2026Q1: 1,203 shares 1,203 $79.5K 0.01% 0 Timeline PKW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600 shares; 2025Q4: not reported; 2026Q1: 600 shares 600 $78.8K 0.01% new Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $78.1K 0.01% 0 Timeline NTSE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,861 shares; 2024Q4: 1,861 shares; 2025Q1: 1,861 shares; 2025Q2: 1,861 shares; 2025Q3: 1,861 shares; 2025Q4: 1,861 shares; 2026Q1: 1,861 shares 1,861 $74K 0.01% 0 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: 1,591 shares; 2024Q4: 1,591 shares; 2025Q1: 1,591 shares; 2025Q2: 1,591 shares; 2025Q3: 1,591 shares; 2025Q4: 1,591 shares; 2026Q1: 1,591 shares 1,591 $72.8K 0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION 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: 652 shares 652 $71.1K 0.01% new Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 480 shares; 2024Q4: 480 shares; 2025Q1: 480 shares; 2025Q2: 480 shares; 2025Q3: 480 shares; 2025Q4: 480 shares; 2026Q1: 480 shares 480 $70.4K 0.01% 0 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,272 shares; 2024Q4: 1,276 shares; 2025Q1: 1,279 shares; 2025Q2: 1,282 shares; 2025Q3: 1,285 shares; 2025Q4: 1,624 shares; 2026Q1: 1,628 shares 1,628 $66.9K 0.01% +4 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares; 2025Q1: 1,200 shares; 2025Q2: 1,200 shares; 2025Q3: 1,200 shares; 2025Q4: 1,200 shares; 2026Q1: 1,200 shares 1,200 $58.7K <0.01% 0 Timeline VFH 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: 86 shares; 2024Q4: 141 shares; 2025Q1: 246 shares; 2025Q2: 544 shares; 2025Q3: 546 shares; 2025Q4: 462 shares; 2026Q1: 463 shares 463 $55.9K <0.01% +1 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 115 shares; 2025Q1: 115 shares; 2025Q2: 115 shares; 2025Q3: 166 shares; 2025Q4: 166 shares; 2026Q1: 166 shares 166 $52K <0.01% 0 Timeline SLYV 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: 540 shares; 2024Q4: 540 shares; 2025Q1: 540 shares; 2025Q2: 540 shares; 2025Q3: 540 shares; 2025Q4: 540 shares; 2026Q1: 540 shares 540 $51.1K <0.01% 0 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126 shares 126 $46.3K <0.01% new 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: 328 shares; 2024Q4: 328 shares; 2025Q1: 383 shares; 2025Q2: 383 shares; 2025Q3: 383 shares; 2025Q4: 383 shares; 2026Q1: 283 shares 283 $41.3K <0.01% -100 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 617 shares; 2024Q4: 617 shares; 2025Q1: 617 shares; 2025Q2: 625 shares; 2025Q3: 625 shares; 2025Q4: 625 shares; 2026Q1: 625 shares 625 $41.1K <0.01% 0 Timeline SCHQ 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: 1,139 shares; 2024Q4: 1,139 shares; 2025Q1: 1,139 shares; 2025Q2: 1,139 shares; 2025Q3: 1,139 shares; 2025Q4: 1,139 shares; 2026Q1: 1,139 shares 1,139 $35.8K <0.01% 0 Timeline DEXC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 500 shares 500 $32.4K <0.01% new 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: 1,246 shares; 2024Q4: 1,246 shares; 2025Q1: 1,246 shares; 2025Q2: 1,246 shares; 2025Q3: 1,246 shares; 2025Q4: 1,246 shares; 2026Q1: 1,246 shares 1,246 $30.9K <0.01% 0 Timeline IGIB 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: 570 shares; 2024Q4: 570 shares; 2025Q1: 570 shares; 2025Q2: 570 shares; 2025Q3: 570 shares; 2025Q4: 570 shares; 2026Q1: 570 shares 570 $30.3K <0.01% 0 Timeline PEY INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,245 shares; 2025Q4: not reported; 2026Q1: 1,245 shares 1,245 $26.7K <0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 100 shares; 2026Q1: 100 shares 100 $25.4K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,230 shares; 2024Q4: 2,469 shares; 2025Q1: 2,734 shares; 2025Q2: 2,740 shares; 2025Q3: 800 shares; 2025Q4: 800 shares; 2026Q1: 800 shares 800 $23.3K <0.01% 0 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: 1,480 shares; 2024Q4: 1,480 shares; 2025Q1: 1,480 shares; 2025Q2: 1,480 shares; 2025Q3: 1,722 shares; 2025Q4: 1,722 shares; 2026Q1: 242 shares 242 $23.1K <0.01% -1,480 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: 108 shares; 2024Q4: 109 shares; 2025Q1: 109 shares; 2025Q2: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $20.4K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 328 shares; 2024Q4: 328 shares; 2025Q1: 328 shares; 2025Q2: 328 shares; 2025Q3: 328 shares; 2025Q4: 328 shares; 2026Q1: 328 shares 328 $18.6K <0.01% 0 Timeline SPIP 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: 700 shares; 2024Q4: 700 shares; 2025Q1: 700 shares; 2025Q2: 700 shares; 2025Q3: 700 shares; 2025Q4: 700 shares; 2026Q1: 700 shares 700 $18.2K <0.01% 0 Timeline INDA 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: 370 shares; 2024Q4: 370 shares; 2025Q1: 370 shares; 2025Q2: 845 shares; 2025Q3: 370 shares; 2025Q4: 370 shares; 2026Q1: 370 shares 370 $17.3K <0.01% 0 Timeline IGV 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: 3,500 shares; 2025Q1: 4,500 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 200 shares 200 $16K <0.01% new Timeline GNR 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $14.9K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137 shares; 2024Q4: 134 shares; 2025Q1: 134 shares; 2025Q2: 134 shares; 2025Q3: 134 shares; 2025Q4: 134 shares; 2026Q1: 134 shares 134 $14.8K <0.01% 0 Timeline VIOV 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: not reported; 2024Q4: not reported; 2025Q1: 139 shares; 2025Q2: 139 shares; 2025Q3: 140 shares; 2025Q4: 141 shares; 2026Q1: 141 shares 141 $14.4K <0.01% 0 Timeline COPX 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: 188 shares 188 $14.4K <0.01% new Timeline PHO 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: 200 shares; 2024Q4: 200 shares; 2025Q1: 200 shares; 2025Q2: 200 shares; 2025Q3: 200 shares; 2025Q4: 200 shares; 2026Q1: 200 shares 200 $13.4K <0.01% 0 Timeline FXI 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: 349 shares; 2024Q4: 349 shares; 2025Q1: 349 shares; 2025Q2: 349 shares; 2025Q3: 349 shares; 2025Q4: 349 shares; 2026Q1: 349 shares 349 $12.5K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 498 shares; 2025Q4: 694 shares; 2026Q1: 198 shares 198 $10K <0.01% -496 Timeline INVZ INNOVIZ TECHNOLOGIES LTD More: the full row for INNOVIZ TECHNOLOGIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares; 2025Q3: 15,000 shares; 2025Q4: 15,000 shares; 2026Q1: 15,000 shares 15,000 $9.49K <0.01% 0 Timeline BWZ 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: 325 shares; 2024Q4: 325 shares; 2025Q1: 325 shares; 2025Q2: 325 shares; 2025Q3: 325 shares; 2025Q4: 325 shares; 2026Q1: 325 shares 325 $8.75K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67 shares; 2024Q4: 67 shares; 2025Q1: 67 shares; 2025Q2: 67 shares; 2025Q3: 67 shares; 2025Q4: 67 shares; 2026Q1: 67 shares 67 $7.9K <0.01% 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: not reported; 2024Q4: 50 shares; 2025Q1: 50 shares; 2025Q2: 50 shares; 2025Q3: 71 shares; 2025Q4: 71 shares; 2026Q1: 71 shares 71 $7.13K <0.01% 0 Timeline BBH 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: 35 shares; 2024Q4: 35 shares; 2025Q1: 35 shares; 2025Q2: 35 shares; 2025Q3: 35 shares; 2025Q4: 35 shares; 2026Q1: 35 shares 35 $6.58K <0.01% 0 Timeline IBB 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: 37 shares; 2025Q2: 162 shares; 2025Q3: 137 shares; 2025Q4: 37 shares; 2026Q1: 37 shares 37 $6.27K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108 shares; 2024Q4: 216 shares; 2025Q1: 216 shares; 2025Q2: 216 shares; 2025Q3: 216 shares; 2025Q4: 216 shares; 2026Q1: 216 shares 216 $5.75K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 55 shares 55 $4.51K <0.01% new Timeline MBB 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: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41 $3.89K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,697 shares; 2024Q4: 2,697 shares; 2025Q1: 2,697 shares; 2025Q2: 2,572 shares; 2025Q3: 2,572 shares; 2025Q4: 2,572 shares; 2026Q1: 83 shares 83 $3.56K <0.01% -2,489 Timeline DFCF 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: 3,803 shares; 2024Q4: 3,803 shares; 2025Q1: 1,607 shares; 2025Q2: 1,607 shares; 2025Q3: 78 shares; 2025Q4: 78 shares; 2026Q1: 78 shares 78 $3.29K <0.01% 0 Timeline BBCA 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: 34 shares; 2025Q4: not reported; 2026Q1: 34 shares 34 $3.2K <0.01% new Timeline EWJ 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: 30 shares; 2025Q4: not reported; 2026Q1: 30 shares 30 $2.53K <0.01% new Timeline SOXQ 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: not reported; 2025Q4: not reported; 2026Q1: 33 shares 33 $1.97K <0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 39 shares; 2025Q1: 39 shares; 2025Q2: 39 shares; 2025Q3: 39 shares; 2025Q4: 39 shares; 2026Q1: 39 shares 39 $1.65K <0.01% 0 Timeline GOVT 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: 55 shares; 2025Q3: 55 shares; 2025Q4: 55 shares; 2026Q1: 55 shares 55 $1.26K <0.01% 0 Timeline