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: 234,828 shares; 2024Q4: 234,965 shares; 2025Q1: 234,986 shares; 2025Q2: 236,056 shares; 2025Q3: 236,707 shares; 2025Q4: 236,617 shares; 2026Q1: 236,682 shares 236,682 $218M 22.44% +65 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: 186,989 shares; 2024Q4: 187,931 shares; 2025Q1: 194,732 shares; 2025Q2: 203,185 shares; 2025Q3: 202,193 shares; 2025Q4: 193,254 shares; 2026Q1: 189,780 shares 189,780 $48.2M 4.96% -3,474 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: 644,543 shares; 2024Q4: 635,093 shares; 2025Q1: 633,763 shares; 2025Q2: 646,133 shares; 2025Q3: 640,380 shares; 2025Q4: 612,549 shares; 2026Q1: 613,020 shares 613,020 $39.3M 4.05% +471 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: 51,365 shares; 2024Q4: 49,903 shares; 2025Q1: 50,405 shares; 2025Q2: 49,205 shares; 2025Q3: 47,760 shares; 2025Q4: 45,666 shares; 2026Q1: 45,597 shares 45,597 $29.8M 3.07% -69 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: 144,176 shares; 2024Q4: 143,202 shares; 2025Q1: 149,231 shares; 2025Q2: 149,431 shares; 2025Q3: 147,376 shares; 2025Q4: 136,532 shares; 2026Q1: 131,572 shares 131,572 $20.4M 2.11% -4,960 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: 203,001 shares; 2024Q4: 199,986 shares; 2025Q1: 216,164 shares; 2025Q2: 217,743 shares; 2025Q3: 223,723 shares; 2025Q4: 242,761 shares; 2026Q1: 269,551 shares 269,551 $18.3M 1.89% +26,790 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: 86,718 shares; 2024Q4: 87,657 shares; 2025Q1: 91,908 shares; 2025Q2: 90,160 shares; 2025Q3: 88,265 shares; 2025Q4: 89,836 shares; 2026Q1: 93,258 shares 93,258 $16.3M 1.68% +3,422 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: 271,702 shares; 2024Q4: 276,264 shares; 2025Q1: 272,165 shares; 2025Q2: 261,093 shares; 2025Q3: 256,011 shares; 2025Q4: 243,421 shares; 2026Q1: 233,107 shares 233,107 $16.3M 1.68% -10,314 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: 3,491 shares; 2024Q4: 3,491 shares; 2025Q1: 3,491 shares; 2025Q2: 3,491 shares; 2025Q3: 3,491 shares; 2025Q4: 3,231 shares; 2026Q1: 137,511 shares 137,511 $15.2M 1.56% +134,280 Timeline ISHG 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: 7,230 shares; 2025Q3: 48,823 shares; 2025Q4: 138,377 shares; 2026Q1: 200,527 shares 200,527 $14.9M 1.53% +62,150 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: 75,104 shares; 2024Q4: 71,632 shares; 2025Q1: 69,895 shares; 2025Q2: 71,570 shares; 2025Q3: 69,540 shares; 2025Q4: 69,901 shares; 2026Q1: 69,855 shares 69,855 $14.5M 1.5% -46 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 194,265 shares; 2024Q4: 186,671 shares; 2025Q1: 186,671 shares; 2025Q2: 186,671 shares; 2025Q3: 186,671 shares; 2025Q4: 162,671 shares; 2026Q1: 162,671 shares 162,671 $14.3M 1.47% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,673 shares; 2024Q4: 193,238 shares; 2025Q1: 202,996 shares; 2025Q2: 226,236 shares; 2025Q3: 225,055 shares; 2025Q4: 228,332 shares; 2026Q1: 237,889 shares 237,889 $14.1M 1.45% +9,557 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: 29,809 shares; 2024Q4: 30,609 shares; 2025Q1: 32,769 shares; 2025Q2: 34,707 shares; 2025Q3: 34,291 shares; 2025Q4: 37,278 shares; 2026Q1: 36,621 shares 36,621 $13.5M 1.39% -657 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: 17,239 shares; 2024Q4: 20,282 shares; 2025Q1: 26,887 shares; 2025Q2: 34,844 shares; 2025Q3: 37,612 shares; 2025Q4: 66,782 shares; 2026Q1: 111,559 shares 111,559 $13.2M 1.36% +44,777 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: 253,215 shares; 2024Q4: 275,546 shares; 2025Q1: 280,887 shares; 2025Q2: 290,232 shares; 2025Q3: 290,092 shares; 2025Q4: 287,779 shares; 2026Q1: 289,571 shares 289,571 $13.2M 1.36% +1,792 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 126,045 shares 126,045 $12.7M 1.31% new Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 169,378 shares; 2024Q4: 176,378 shares; 2025Q1: 189,861 shares; 2025Q2: 221,212 shares; 2025Q3: 225,704 shares; 2025Q4: 234,889 shares; 2026Q1: 248,602 shares 248,602 $11.7M 1.2% +13,713 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,928 shares; 2024Q4: 63,361 shares; 2025Q1: 54,933 shares; 2025Q2: 50,663 shares; 2025Q3: 49,789 shares; 2025Q4: 43,635 shares; 2026Q1: 35,647 shares 35,647 $11.4M 1.18% -7,988 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 97,714 shares 97,714 $9.28M 0.96% new 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: 44,379 shares; 2024Q4: 45,611 shares; 2025Q1: 44,825 shares; 2025Q2: 45,225 shares; 2025Q3: 44,367 shares; 2025Q4: 42,550 shares; 2026Q1: 41,959 shares 41,959 $9.02M 0.93% -591 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 23,905 shares; 2025Q1: 45,870 shares; 2025Q2: 51,821 shares; 2025Q3: 58,838 shares; 2025Q4: 154,878 shares; 2026Q1: 207,426 shares 207,426 $8.78M 0.9% +52,548 Timeline DGS 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: 125,743 shares; 2024Q4: 130,469 shares; 2025Q1: 138,376 shares; 2025Q2: 133,453 shares; 2025Q3: 135,047 shares; 2025Q4: 137,119 shares; 2026Q1: 144,086 shares 144,086 $8.66M 0.89% +6,967 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,429 shares; 2024Q4: 23,189 shares; 2025Q1: 22,770 shares; 2025Q2: 22,935 shares; 2025Q3: 22,590 shares; 2025Q4: 22,189 shares; 2026Q1: 23,115 shares 23,115 $8.56M 0.88% +926 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,553 shares; 2024Q4: 29,815 shares; 2025Q1: 118,321 shares; 2025Q2: 126,329 shares; 2025Q3: 134,313 shares; 2025Q4: 152,446 shares; 2026Q1: 156,752 shares 156,752 $7.96M 0.82% +4,306 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,082 shares; 2024Q4: 17,032 shares; 2025Q1: 16,809 shares; 2025Q2: 16,804 shares; 2025Q3: 16,789 shares; 2025Q4: 16,780 shares; 2026Q1: 16,358 shares 16,358 $7.84M 0.81% -422 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: 47,591 shares; 2024Q4: 72,794 shares; 2025Q1: 92,769 shares; 2025Q2: 96,035 shares; 2025Q3: 101,242 shares; 2025Q4: 157,949 shares; 2026Q1: 93,900 shares 93,900 $7.75M 0.8% -64,049 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: 24,869 shares; 2024Q4: 24,109 shares; 2025Q1: 23,369 shares; 2025Q2: 21,727 shares; 2025Q3: 21,514 shares; 2025Q4: 207,999 shares; 2026Q1: 20,036 shares 20,036 $7.45M 0.77% -187,963 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: 66,635 shares; 2024Q4: 65,793 shares; 2025Q1: 64,006 shares; 2025Q2: 58,790 shares; 2025Q3: 58,226 shares; 2025Q4: 49,475 shares; 2026Q1: 48,650 shares 48,650 $7.21M 0.74% -825 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: 24,076 shares; 2024Q4: 23,848 shares; 2025Q1: 24,320 shares; 2025Q2: 25,049 shares; 2025Q3: 24,697 shares; 2025Q4: 23,306 shares; 2026Q1: 23,705 shares 23,705 $6.81M 0.7% +399 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: 24,707 shares; 2024Q4: 30,950 shares; 2025Q1: 47,575 shares; 2025Q2: 44,467 shares; 2025Q3: 48,102 shares; 2025Q4: 52,802 shares; 2026Q1: 61,549 shares 61,549 $6.8M 0.7% +8,747 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 201,916 shares 201,916 $6.77M 0.7% new 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: 53,764 shares; 2024Q4: 56,498 shares; 2025Q1: 76,140 shares; 2025Q2: 78,104 shares; 2025Q3: 78,763 shares; 2025Q4: 87,457 shares; 2026Q1: 108,720 shares 108,720 $6.52M 0.67% +21,263 Timeline BNL BROADSTONE NET LEASE INC More: the full row for BROADSTONE NET LEASE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 376,804 shares; 2024Q4: 359,868 shares; 2025Q1: 375,375 shares; 2025Q2: 371,261 shares; 2025Q3: 356,660 shares; 2025Q4: 361,456 shares; 2026Q1: 356,708 shares 356,708 $6.52M 0.67% -4,748 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 154,185 shares; 2024Q4: 150,523 shares; 2025Q1: 143,909 shares; 2025Q2: 143,904 shares; 2025Q3: 130,240 shares; 2025Q4: 126,459 shares; 2026Q1: 127,333 shares 127,333 $6.33M 0.65% +874 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: 24,248 shares; 2024Q4: 23,964 shares; 2025Q1: 21,852 shares; 2025Q2: 21,719 shares; 2025Q3: 21,519 shares; 2025Q4: 20,958 shares; 2026Q1: 20,888 shares 20,888 $6.24M 0.64% -70 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,850 shares; 2025Q1: 44,855 shares; 2025Q2: 48,482 shares; 2025Q3: 52,306 shares; 2025Q4: 56,561 shares; 2026Q1: 55,568 shares 55,568 $6.16M 0.63% -993 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: 78,822 shares; 2024Q4: 79,199 shares; 2025Q1: 80,789 shares; 2025Q2: 84,983 shares; 2025Q3: 86,476 shares; 2025Q4: 81,751 shares; 2026Q1: 81,896 shares 81,896 $5.75M 0.59% +145 Timeline DES 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: 167,488 shares; 2024Q4: 172,493 shares; 2025Q1: 171,585 shares; 2025Q2: 168,108 shares; 2025Q3: 165,078 shares; 2025Q4: 161,532 shares; 2026Q1: 159,821 shares 159,821 $5.74M 0.59% -1,711 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: 140,769 shares; 2024Q4: 140,129 shares; 2025Q1: 138,891 shares; 2025Q2: 146,601 shares; 2025Q3: 110,339 shares; 2025Q4: 110,221 shares; 2026Q1: 108,408 shares 108,408 $5.41M 0.56% -1,813 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: 16,068 shares; 2024Q4: 16,068 shares; 2025Q1: 16,068 shares; 2025Q2: 16,058 shares; 2025Q3: 16,071 shares; 2025Q4: 15,923 shares; 2026Q1: 15,873 shares 15,873 $5.36M 0.55% -50 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: 2,582 shares; 2024Q4: not reported; 2025Q1: 23,292 shares; 2025Q2: 35,643 shares; 2025Q3: 39,567 shares; 2025Q4: 49,057 shares; 2026Q1: 55,099 shares 55,099 $5.35M 0.55% +6,042 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: 6,330 shares; 2024Q4: 17,512 shares; 2025Q1: 27,498 shares; 2025Q2: 28,812 shares; 2025Q3: 29,902 shares; 2025Q4: 39,353 shares; 2026Q1: 49,032 shares 49,032 $5.22M 0.54% +9,679 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: 60,732 shares; 2024Q4: 63,095 shares; 2025Q1: 62,802 shares; 2025Q2: 64,067 shares; 2025Q3: 63,657 shares; 2025Q4: 62,600 shares; 2026Q1: 66,479 shares 66,479 $5.21M 0.54% +3,879 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: 20,416 shares; 2024Q4: 20,363 shares; 2025Q1: 20,077 shares; 2025Q2: 19,267 shares; 2025Q3: 17,787 shares; 2025Q4: 17,842 shares; 2026Q1: 17,912 shares 17,912 $5.15M 0.53% +70 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,614 shares; 2024Q4: 108,114 shares; 2025Q1: 106,182 shares; 2025Q2: 103,636 shares; 2025Q3: 99,737 shares; 2025Q4: 99,187 shares; 2026Q1: 94,920 shares 94,920 $5.11M 0.53% -4,267 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: 7,416 shares; 2024Q4: 7,311 shares; 2025Q1: 7,287 shares; 2025Q2: 7,452 shares; 2025Q3: 7,412 shares; 2025Q4: 8,843 shares; 2026Q1: 8,861 shares 8,861 $5.07M 0.52% +18 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: 22,502 shares; 2024Q4: 23,825 shares; 2025Q1: 41,155 shares; 2025Q2: 38,307 shares; 2025Q3: 42,909 shares; 2025Q4: 52,442 shares; 2026Q1: 62,578 shares 62,578 $5.04M 0.52% +10,136 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: 43,371 shares; 2024Q4: 38,422 shares; 2025Q1: 39,613 shares; 2025Q2: 34,247 shares; 2025Q3: 37,005 shares; 2025Q4: 35,020 shares; 2026Q1: 47,191 shares 47,191 $5.01M 0.52% +12,171 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,515 shares; 2024Q4: 47,003 shares; 2025Q1: 54,974 shares; 2025Q2: 53,525 shares; 2025Q3: 51,853 shares; 2025Q4: 54,765 shares; 2026Q1: 56,488 shares 56,488 $4.88M 0.5% +1,723 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: 16,171 shares; 2024Q4: 15,941 shares; 2025Q1: 16,095 shares; 2025Q2: 17,495 shares; 2025Q3: 16,715 shares; 2025Q4: 16,935 shares; 2026Q1: 16,554 shares 16,554 $4.75M 0.49% -381 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,854 shares; 2024Q4: 60,118 shares; 2025Q1: 57,618 shares; 2025Q2: 57,618 shares; 2025Q3: 56,602 shares; 2025Q4: 56,112 shares; 2026Q1: 55,426 shares 55,426 $4.63M 0.48% -686 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: 16,484 shares; 2024Q4: 19,505 shares; 2025Q1: 30,023 shares; 2025Q2: 34,483 shares; 2025Q3: 36,435 shares; 2025Q4: 40,226 shares; 2026Q1: 46,002 shares 46,002 $4.59M 0.47% +5,776 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: 6,700 shares; 2024Q4: 6,700 shares; 2025Q1: 31,859 shares; 2025Q2: 30,569 shares; 2025Q3: 34,311 shares; 2025Q4: 40,949 shares; 2026Q1: 37,935 shares 37,935 $4.58M 0.47% -3,014 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,588 shares; 2024Q4: 93,488 shares; 2025Q1: 92,638 shares; 2025Q2: 88,710 shares; 2025Q3: 87,001 shares; 2025Q4: 86,716 shares; 2026Q1: 85,960 shares 85,960 $4.52M 0.47% -756 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,396 shares; 2024Q4: 11,873 shares; 2025Q1: 11,883 shares; 2025Q2: 11,883 shares; 2025Q3: 12,088 shares; 2025Q4: 11,526 shares; 2026Q1: 11,539 shares 11,539 $4.5M 0.46% +13 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: 6 shares; 2024Q4: 6 shares; 2025Q1: 6 shares; 2025Q2: 6 shares; 2025Q3: 6 shares; 2025Q4: 6 shares; 2026Q1: 6 shares 6 $4.31M 0.44% 0 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: 55,216 shares; 2024Q4: 56,840 shares; 2025Q1: 59,225 shares; 2025Q2: 56,656 shares; 2025Q3: 56,526 shares; 2025Q4: 56,526 shares; 2026Q1: 56,436 shares 56,436 $4.01M 0.41% -90 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: 124,805 shares; 2024Q4: 124,957 shares; 2025Q1: 119,107 shares; 2025Q2: 119,109 shares; 2025Q3: 118,765 shares; 2025Q4: 118,468 shares; 2026Q1: 116,984 shares 116,984 $3.85M 0.4% -1,484 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: 6,603 shares; 2024Q4: 6,465 shares; 2025Q1: 6,468 shares; 2025Q2: 5,876 shares; 2025Q3: 4,776 shares; 2025Q4: 4,736 shares; 2026Q1: 5,319 shares 5,319 $3.46M 0.36% +583 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,888 shares; 2024Q4: 60,522 shares; 2025Q1: 61,366 shares; 2025Q2: 61,923 shares; 2025Q3: 61,911 shares; 2025Q4: 64,477 shares; 2026Q1: 80,828 shares 80,828 $3.44M 0.35% +16,351 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: 5,629 shares; 2024Q4: 5,624 shares; 2025Q1: 6,565 shares; 2025Q2: 5,990 shares; 2025Q3: 5,825 shares; 2025Q4: 5,930 shares; 2026Q1: 5,936 shares 5,936 $3.43M 0.35% +6 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: 15,424 shares; 2024Q4: 17,404 shares; 2025Q1: 17,404 shares; 2025Q2: 17,859 shares; 2025Q3: 17,859 shares; 2025Q4: 17,422 shares; 2026Q1: 17,157 shares 17,157 $3.16M 0.33% -265 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: 49,263 shares; 2024Q4: 48,561 shares; 2025Q1: 40,026 shares; 2025Q2: 36,628 shares; 2025Q3: 35,760 shares; 2025Q4: 34,423 shares; 2026Q1: 34,949 shares 34,949 $3.1M 0.32% +526 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,225 shares; 2024Q4: 59,225 shares; 2025Q1: 58,225 shares; 2025Q2: 58,225 shares; 2025Q3: 58,225 shares; 2025Q4: 58,225 shares; 2026Q1: 57,745 shares 57,745 $3.07M 0.32% -480 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: 53,370 shares; 2024Q4: 53,370 shares; 2025Q1: 52,021 shares; 2025Q2: 52,021 shares; 2025Q3: 52,021 shares; 2025Q4: 52,021 shares; 2026Q1: 52,482 shares 52,482 $2.76M 0.28% +461 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: 31,545 shares; 2024Q4: 38,475 shares; 2025Q1: 37,323 shares; 2025Q2: 37,323 shares; 2025Q3: 36,623 shares; 2025Q4: 33,195 shares; 2026Q1: 31,627 shares 31,627 $2.68M 0.28% -1,568 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: 27,045 shares; 2024Q4: 28,021 shares; 2025Q1: 25,045 shares; 2025Q2: 33,645 shares; 2025Q3: 33,455 shares; 2025Q4: 33,437 shares; 2026Q1: 40,367 shares 40,367 $2.67M 0.28% +6,930 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,884 shares; 2024Q4: 18,884 shares; 2025Q1: 18,884 shares; 2025Q2: 18,884 shares; 2025Q3: 18,884 shares; 2025Q4: 18,500 shares; 2026Q1: 18,500 shares 18,500 $2.62M 0.27% 0 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: 18,802 shares; 2024Q4: 19,459 shares; 2025Q1: 19,459 shares; 2025Q2: 19,471 shares; 2025Q3: 19,495 shares; 2025Q4: 17,900 shares; 2026Q1: 17,902 shares 17,902 $2.55M 0.26% +2 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: 44,119 shares; 2024Q4: 38,203 shares; 2025Q1: 38,515 shares; 2025Q2: 38,807 shares; 2025Q3: 38,282 shares; 2025Q4: 37,177 shares; 2026Q1: 44,464 shares 44,464 $2.4M 0.25% +7,287 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 19,711 shares; 2026Q1: 19,711 shares 19,711 $2.34M 0.24% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,506 shares; 2024Q4: 10,356 shares; 2025Q1: 10,241 shares; 2025Q2: 10,241 shares; 2025Q3: 9,957 shares; 2025Q4: 8,945 shares; 2026Q1: 8,598 shares 8,598 $2.24M 0.23% -347 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: 4,397 shares; 2024Q4: 4,397 shares; 2025Q1: 4,397 shares; 2025Q2: 5,297 shares; 2025Q3: 5,272 shares; 2025Q4: 5,247 shares; 2026Q1: 5,247 shares 5,247 $2.24M 0.23% 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: 15,650 shares; 2024Q4: 15,650 shares; 2025Q1: 15,883 shares; 2025Q2: 15,883 shares; 2025Q3: 15,883 shares; 2025Q4: 15,183 shares; 2026Q1: 14,670 shares 14,670 $2.22M 0.23% -513 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: 22,229 shares; 2024Q4: 22,232 shares; 2025Q1: 25,282 shares; 2025Q2: 25,204 shares; 2025Q3: 25,019 shares; 2025Q4: 25,759 shares; 2026Q1: 28,401 shares 28,401 $2.17M 0.22% +2,642 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,763 shares; 2024Q4: 24,281 shares; 2025Q1: 25,381 shares; 2025Q2: 24,374 shares; 2025Q3: 24,374 shares; 2025Q4: 24,030 shares; 2026Q1: 23,998 shares 23,998 $2.17M 0.22% -32 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: 5,740 shares; 2024Q4: 4,189 shares; 2025Q1: 4,204 shares; 2025Q2: 4,291 shares; 2025Q3: 5,051 shares; 2025Q4: 4,898 shares; 2026Q1: 4,918 shares 4,918 $2.12M 0.22% +20 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,145 shares; 2024Q4: 29,797 shares; 2025Q1: 24,489 shares; 2025Q2: 26,210 shares; 2025Q3: 27,514 shares; 2025Q4: 26,056 shares; 2026Q1: 23,774 shares 23,774 $2.09M 0.22% -2,282 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: 37,346 shares; 2024Q4: 38,556 shares; 2025Q1: 38,556 shares; 2025Q2: 35,159 shares; 2025Q3: 32,636 shares; 2025Q4: 32,636 shares; 2026Q1: 32,591 shares 32,591 $2.04M 0.21% -45 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: 48,378 shares; 2024Q4: 48,950 shares; 2025Q1: 42,816 shares; 2025Q2: 34,703 shares; 2025Q3: 33,972 shares; 2025Q4: 30,321 shares; 2026Q1: 24,506 shares 24,506 $2.03M 0.21% -5,815 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: 1,810 shares; 2024Q4: 1,815 shares; 2025Q1: 1,829 shares; 2025Q2: 2,018 shares; 2025Q3: 2,020 shares; 2025Q4: 2,001 shares; 2026Q1: 2,020 shares 2,020 $2.01M 0.21% +19 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: 8,514 shares; 2024Q4: 8,490 shares; 2025Q1: 8,474 shares; 2025Q2: 8,548 shares; 2025Q3: 7,889 shares; 2025Q4: 8,276 shares; 2026Q1: 8,112 shares 8,112 $1.98M 0.2% -164 Timeline MOAT 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: 38,325 shares; 2024Q4: 38,325 shares; 2025Q1: 22,445 shares; 2025Q2: 22,445 shares; 2025Q3: 22,445 shares; 2025Q4: 19,535 shares; 2026Q1: 19,535 shares 19,535 $1.89M 0.19% 0 Timeline SCHH 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: 126,058 shares; 2024Q4: 129,179 shares; 2025Q1: 95,052 shares; 2025Q2: 93,169 shares; 2025Q3: 93,151 shares; 2025Q4: 87,647 shares; 2026Q1: 87,049 shares 87,049 $1.87M 0.19% -598 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: 35,809 shares; 2024Q4: 36,735 shares; 2025Q1: 36,535 shares; 2025Q2: 37,485 shares; 2025Q3: 38,920 shares; 2025Q4: 44,320 shares; 2026Q1: 47,547 shares 47,547 $1.8M 0.19% +3,227 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: 15,400 shares; 2024Q4: 15,000 shares; 2025Q1: 15,465 shares; 2025Q2: 15,569 shares; 2025Q3: 15,665 shares; 2025Q4: 14,737 shares; 2026Q1: 14,666 shares 14,666 $1.76M 0.18% -71 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: 23,685 shares; 2024Q4: 24,735 shares; 2025Q1: 23,284 shares; 2025Q2: 23,088 shares; 2025Q3: 23,148 shares; 2025Q4: 19,435 shares; 2026Q1: 18,150 shares 18,150 $1.69M 0.17% -1,285 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: 7,434 shares; 2024Q4: 6,568 shares; 2025Q1: 6,568 shares; 2025Q2: 6,568 shares; 2025Q3: 6,475 shares; 2025Q4: 6,689 shares; 2026Q1: 6,807 shares 6,807 $1.65M 0.17% +118 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,387 shares; 2025Q1: 23,098 shares; 2025Q2: 27,836 shares; 2025Q3: 29,551 shares; 2025Q4: 41,301 shares; 2026Q1: 45,509 shares 45,509 $1.64M 0.17% +4,208 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: 2,879 shares; 2024Q4: 2,919 shares; 2025Q1: 2,994 shares; 2025Q2: 2,750 shares; 2025Q3: 2,829 shares; 2025Q4: 2,847 shares; 2026Q1: 2,734 shares 2,734 $1.63M 0.17% -113 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: 5,779 shares; 2024Q4: 5,770 shares; 2025Q1: 5,701 shares; 2025Q2: 5,894 shares; 2025Q3: 5,880 shares; 2025Q4: 5,880 shares; 2026Q1: 5,924 shares 5,924 $1.55M 0.16% +44 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,248 shares; 2025Q1: 4,209 shares; 2025Q2: 4,393 shares; 2025Q3: 4,615 shares; 2025Q4: 7,777 shares; 2026Q1: 8,277 shares 8,277 $1.54M 0.16% +500 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,430 shares; 2024Q4: 7,430 shares; 2025Q1: 7,430 shares; 2025Q2: 7,430 shares; 2025Q3: 7,430 shares; 2025Q4: 7,430 shares; 2026Q1: 7,430 shares 7,430 $1.53M 0.16% 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: 7,075 shares; 2024Q4: 7,340 shares; 2025Q1: 7,033 shares; 2025Q2: 7,033 shares; 2025Q3: 6,983 shares; 2025Q4: 7,686 shares; 2026Q1: 7,570 shares 7,570 $1.47M 0.15% -116 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,577 shares; 2024Q4: 17,577 shares; 2025Q1: 17,069 shares; 2025Q2: 17,369 shares; 2025Q3: 16,223 shares; 2025Q4: 16,223 shares; 2026Q1: 16,223 shares 16,223 $1.45M 0.15% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,054 shares; 2024Q4: 7,654 shares; 2025Q1: 61,781 shares; 2025Q2: 71,807 shares; 2025Q3: 88,785 shares; 2025Q4: 194,237 shares; 2026Q1: 47,290 shares 47,290 $1.42M 0.15% -146,947 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,054 shares; 2024Q4: 6,494 shares; 2025Q1: 6,473 shares; 2025Q2: 6,429 shares; 2025Q3: 5,589 shares; 2025Q4: 6,353 shares; 2026Q1: 6,866 shares 6,866 $1.4M 0.14% +513 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,717 shares; 2024Q4: 43,734 shares; 2025Q1: 43,852 shares; 2025Q2: 46,475 shares; 2025Q3: 48,055 shares; 2025Q4: 61,755 shares; 2026Q1: 72,085 shares 72,085 $1.39M 0.14% +10,330 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: 18,092 shares; 2024Q4: 16,942 shares; 2025Q1: 16,492 shares; 2025Q2: 15,992 shares; 2025Q3: 15,992 shares; 2025Q4: 15,492 shares; 2026Q1: 15,492 shares 15,492 $1.37M 0.14% 0 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: 13,437 shares; 2024Q4: 13,837 shares; 2025Q1: 13,352 shares; 2025Q2: 13,152 shares; 2025Q3: 13,202 shares; 2025Q4: 12,117 shares; 2026Q1: 11,917 shares 11,917 $1.31M 0.13% -200 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: 2,832 shares; 2024Q4: 2,882 shares; 2025Q1: 4,615 shares; 2025Q2: 4,785 shares; 2025Q3: 3,359 shares; 2025Q4: 4,128 shares; 2026Q1: 4,214 shares 4,214 $1.3M 0.13% +86 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,995 shares; 2025Q3: 4,995 shares; 2025Q4: 4,995 shares; 2026Q1: 10,984 shares 10,984 $1.29M 0.13% +5,989 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,244 shares; 2024Q4: 5,840 shares; 2025Q1: 13,738 shares; 2025Q2: 16,169 shares; 2025Q3: 16,900 shares; 2025Q4: 20,307 shares; 2026Q1: 21,025 shares 21,025 $1.29M 0.13% +718 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,364 shares; 2024Q4: 7,567 shares; 2025Q1: 7,585 shares; 2025Q2: 6,722 shares; 2025Q3: 6,334 shares; 2025Q4: 6,303 shares; 2026Q1: 6,246 shares 6,246 $1.29M 0.13% -57 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,898 shares; 2025Q1: 9,256 shares; 2025Q2: 12,785 shares; 2025Q3: 13,293 shares; 2025Q4: 16,514 shares; 2026Q1: 21,335 shares 21,335 $1.26M 0.13% +4,821 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,940 shares; 2024Q4: 10,090 shares; 2025Q1: 10,090 shares; 2025Q2: 16,159 shares; 2025Q3: 16,159 shares; 2025Q4: 16,159 shares; 2026Q1: 21,559 shares 21,559 $1.23M 0.13% +5,400 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: not reported; 2024Q4: 7,206 shares; 2025Q1: 8,222 shares; 2025Q2: 11,524 shares; 2025Q3: 11,526 shares; 2025Q4: 18,510 shares; 2026Q1: 18,038 shares 18,038 $1.19M 0.12% -472 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,356 shares; 2024Q4: 2,376 shares; 2025Q1: 2,356 shares; 2025Q2: 2,356 shares; 2025Q3: 2,356 shares; 2025Q4: 2,356 shares; 2026Q1: 2,356 shares 2,356 $1.18M 0.12% 0 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: 2,708 shares; 2024Q4: 2,708 shares; 2025Q1: 3,162 shares; 2025Q2: 3,612 shares; 2025Q3: 3,912 shares; 2025Q4: 4,034 shares; 2026Q1: 3,974 shares 3,974 $1.17M 0.12% -60 Timeline ESGD 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: 14,414 shares; 2024Q4: 14,414 shares; 2025Q1: 11,914 shares; 2025Q2: 11,914 shares; 2025Q3: 11,914 shares; 2025Q4: 11,767 shares; 2026Q1: 11,767 shares 11,767 $1.13M 0.12% 0 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: 739 shares; 2024Q4: 727 shares; 2025Q1: 708 shares; 2025Q2: 722 shares; 2025Q3: 722 shares; 2025Q4: 8,096 shares; 2026Q1: 11,466 shares 11,466 $1.1M 0.11% +3,370 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,693 shares; 2024Q4: 30,888 shares; 2025Q1: 30,782 shares; 2025Q2: 32,424 shares; 2025Q3: 33,768 shares; 2025Q4: 31,537 shares; 2026Q1: 35,187 shares 35,187 $1.09M 0.11% +3,650 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,410 shares; 2024Q4: 31,410 shares; 2025Q1: 29,630 shares; 2025Q2: 29,630 shares; 2025Q3: 29,795 shares; 2025Q4: 27,545 shares; 2026Q1: 26,274 shares 26,274 $1.08M 0.11% -1,271 Timeline SHYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,837 shares; 2024Q4: 42,137 shares; 2025Q1: 42,137 shares; 2025Q2: 42,517 shares; 2025Q3: 44,957 shares; 2025Q4: 47,803 shares; 2026Q1: 46,667 shares 46,667 $1.06M 0.11% -1,136 Timeline SHLD 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: 6,300 shares; 2024Q4: 6,300 shares; 2025Q1: 12,450 shares; 2025Q2: 12,457 shares; 2025Q3: 13,314 shares; 2025Q4: 13,668 shares; 2026Q1: 14,845 shares 14,845 $1.05M 0.11% +1,177 Timeline ESML 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: 21,962 shares; 2024Q4: 21,962 shares; 2025Q1: 21,962 shares; 2025Q2: 21,962 shares; 2025Q3: 21,962 shares; 2025Q4: 21,962 shares; 2026Q1: 21,962 shares 21,962 $1.03M 0.11% 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: 5,040 shares; 2024Q4: 5,204 shares; 2025Q1: 8,079 shares; 2025Q2: 5,439 shares; 2025Q3: 6,039 shares; 2025Q4: 6,659 shares; 2026Q1: 7,019 shares 7,019 $1.03M 0.11% +360 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: 4,576 shares; 2024Q4: 4,576 shares; 2025Q1: 5,158 shares; 2025Q2: 5,279 shares; 2025Q3: 5,589 shares; 2025Q4: 5,589 shares; 2026Q1: 5,279 shares 5,279 $1.01M 0.1% -310 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,207 shares; 2024Q4: 9,627 shares; 2025Q1: 10,026 shares; 2025Q2: 10,721 shares; 2025Q3: 11,491 shares; 2025Q4: 16,341 shares; 2026Q1: 17,616 shares 17,616 $1.01M 0.1% +1,275 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: 34,835 shares; 2024Q4: 37,239 shares; 2025Q1: 55,241 shares; 2025Q2: 71,513 shares; 2025Q3: 77,864 shares; 2025Q4: 113,452 shares; 2026Q1: 9,699 shares 9,699 $1M 0.1% -103,753 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: 4,995 shares; 2024Q4: 4,955 shares; 2025Q1: 4,847 shares; 2025Q2: 4,727 shares; 2025Q3: 5,163 shares; 2025Q4: 5,146 shares; 2026Q1: 5,101 shares 5,101 $984K 0.1% -45 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: 3,171 shares; 2024Q4: 3,162 shares; 2025Q1: 3,257 shares; 2025Q2: 3,126 shares; 2025Q3: 3,096 shares; 2025Q4: 3,016 shares; 2026Q1: 2,891 shares 2,891 $951K 0.1% -125 Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,718 shares; 2024Q4: 5,718 shares; 2025Q1: 5,718 shares; 2025Q2: 5,718 shares; 2025Q3: 5,718 shares; 2025Q4: 5,718 shares; 2026Q1: 5,698 shares 5,698 $944K 0.1% -20 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,507 shares; 2024Q4: 40,553 shares; 2025Q1: 47,542 shares; 2025Q2: 48,144 shares; 2025Q3: 48,144 shares; 2025Q4: 37,790 shares; 2026Q1: 37,307 shares 37,307 $923K 0.1% -483 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,000 shares; 2024Q4: 25,000 shares; 2025Q1: 25,000 shares; 2025Q2: 25,000 shares; 2025Q3: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $918K 0.09% 0 Timeline DVYE 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: 33,559 shares; 2024Q4: 33,563 shares; 2025Q1: 33,397 shares; 2025Q2: 33,399 shares; 2025Q3: 24,212 shares; 2025Q4: 24,213 shares; 2026Q1: 26,624 shares 26,624 $915K 0.09% +2,411 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: 1,461 shares; 2024Q4: 1,451 shares; 2025Q1: 1,438 shares; 2025Q2: 5,032 shares; 2025Q3: 5,032 shares; 2025Q4: 4,741 shares; 2026Q1: 4,733 shares 4,733 $897K 0.09% -8 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: not reported; 2024Q4: 2,489 shares; 2025Q1: 2,800 shares; 2025Q2: 3,651 shares; 2025Q3: 3,852 shares; 2025Q4: 3,439 shares; 2026Q1: 5,195 shares 5,195 $881K 0.09% +1,756 Timeline PSCT 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: 21,711 shares; 2024Q4: 19,311 shares; 2025Q1: 15,586 shares; 2025Q2: 14,359 shares; 2025Q3: 14,584 shares; 2025Q4: 14,358 shares; 2026Q1: 14,158 shares 14,158 $851K 0.09% -200 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: 32,410 shares; 2024Q4: 33,065 shares; 2025Q1: 33,645 shares; 2025Q2: 33,618 shares; 2025Q3: 33,645 shares; 2025Q4: 30,426 shares; 2026Q1: 32,251 shares 32,251 $827K 0.09% +1,825 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,012 shares; 2024Q4: 3,229 shares; 2025Q1: 5,953 shares; 2025Q2: 5,172 shares; 2025Q3: 2,842 shares; 2025Q4: 3,135 shares; 2026Q1: 3,220 shares 3,220 $799K 0.08% +85 Timeline SMDV PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,693 shares; 2024Q4: 11,693 shares; 2025Q1: 11,693 shares; 2025Q2: 11,693 shares; 2025Q3: 11,693 shares; 2025Q4: 11,693 shares; 2026Q1: 11,608 shares 11,608 $799K 0.08% -85 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: 5,469 shares; 2024Q4: 5,535 shares; 2025Q1: 5,483 shares; 2025Q2: 5,402 shares; 2025Q3: 5,402 shares; 2025Q4: 5,322 shares; 2026Q1: 5,396 shares 5,396 $787K 0.08% +74 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: 6,885 shares; 2024Q4: 6,868 shares; 2025Q1: 7,106 shares; 2025Q2: 7,806 shares; 2025Q3: 8,021 shares; 2025Q4: 10,112 shares; 2026Q1: 10,046 shares 10,046 $779K 0.08% -66 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,136 shares; 2024Q4: 4,666 shares; 2025Q1: 4,676 shares; 2025Q2: 4,676 shares; 2025Q3: 4,676 shares; 2025Q4: 4,476 shares; 2026Q1: 4,423 shares 4,423 $767K 0.08% -53 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,260 shares; 2024Q4: 9,261 shares; 2025Q1: 9,262 shares; 2025Q2: 9,264 shares; 2025Q3: 9,191 shares; 2025Q4: 12,591 shares; 2026Q1: 13,191 shares 13,191 $748K 0.08% +600 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,898 shares; 2024Q4: 26,223 shares; 2025Q1: 26,817 shares; 2025Q2: 26,668 shares; 2025Q3: 26,768 shares; 2025Q4: 26,130 shares; 2026Q1: 26,509 shares 26,509 $744K 0.08% +379 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: 9,000 shares; 2026Q1: 9,000 shares 9,000 $738K 0.08% 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: 13,268 shares; 2024Q4: 13,268 shares; 2025Q1: 13,268 shares; 2025Q2: 12,968 shares; 2025Q3: 12,968 shares; 2025Q4: 12,968 shares; 2026Q1: 12,968 shares 12,968 $736K 0.08% 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: 2,660 shares; 2024Q4: 2,676 shares; 2025Q1: 2,874 shares; 2025Q2: 2,934 shares; 2025Q3: 2,899 shares; 2025Q4: 3,131 shares; 2026Q1: 2,341 shares 2,341 $728K 0.08% -790 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: 2,848 shares; 2024Q4: 2,848 shares; 2025Q1: 3,397 shares; 2025Q2: 3,397 shares; 2025Q3: 3,397 shares; 2025Q4: 3,397 shares; 2026Q1: 3,397 shares 3,397 $726K 0.07% 0 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: 1,525 shares; 2024Q4: 1,525 shares; 2025Q1: 1,440 shares; 2025Q2: 1,263 shares; 2025Q3: 1,263 shares; 2025Q4: 1,175 shares; 2026Q1: 1,175 shares 1,175 $725K 0.07% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,880 shares; 2025Q1: 5,080 shares; 2025Q2: 5,205 shares; 2025Q3: 4,933 shares; 2025Q4: 4,833 shares; 2026Q1: 4,733 shares 4,733 $723K 0.07% -100 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 500 shares; 2024Q4: 500 shares; 2025Q1: 500 shares; 2025Q2: 500 shares; 2025Q3: 500 shares; 2025Q4: 1,500 shares; 2026Q1: 1,500 shares 1,500 $712K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,680 shares; 2025Q1: 2,120 shares; 2025Q2: 2,120 shares; 2025Q3: 2,120 shares; 2025Q4: 1,965 shares; 2026Q1: 1,965 shares 1,965 $705K 0.07% 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: 10,029 shares; 2025Q3: 10,029 shares; 2025Q4: 10,029 shares; 2026Q1: 14,256 shares 14,256 $704K 0.07% +4,227 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: 3,449 shares; 2024Q4: 3,449 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 2,966 shares; 2026Q1: 2,840 shares 2,840 $689K 0.07% -126 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: 21,668 shares; 2024Q4: 23,668 shares; 2025Q1: 23,468 shares; 2025Q2: 23,768 shares; 2025Q3: 23,968 shares; 2025Q4: 23,719 shares; 2026Q1: 23,719 shares 23,719 $688K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: 5,854 shares; 2025Q2: 6,744 shares; 2025Q3: 7,179 shares; 2025Q4: 7,179 shares; 2026Q1: 7,312 shares 7,312 $671K 0.07% +133 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: 19,573 shares; 2024Q4: 24,729 shares; 2025Q1: 20,147 shares; 2025Q2: 18,103 shares; 2025Q3: 18,152 shares; 2025Q4: 15,285 shares; 2026Q1: 16,257 shares 16,257 $664K 0.07% +972 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: 53,137 shares; 2024Q4: 56,762 shares; 2025Q1: 50,815 shares; 2025Q2: 35,312 shares; 2025Q3: 32,984 shares; 2025Q4: 24,695 shares; 2026Q1: 8,661 shares 8,661 $638K 0.07% -16,034 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68,070 shares; 2025Q2: 74,649 shares; 2025Q3: 79,485 shares; 2025Q4: 92,526 shares; 2026Q1: 13,660 shares 13,660 $638K 0.07% -78,866 Timeline IUSV 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: 6,233 shares; 2025Q3: 6,233 shares; 2025Q4: 6,233 shares; 2026Q1: 6,233 shares 6,233 $637K 0.07% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,235 shares; 2025Q1: 6,867 shares; 2025Q2: 6,628 shares; 2025Q3: 6,628 shares; 2025Q4: 6,628 shares; 2026Q1: 6,628 shares 6,628 $625K 0.06% 0 Timeline MORT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 37,000 shares; 2025Q1: 41,020 shares; 2025Q2: 41,020 shares; 2025Q3: 41,020 shares; 2025Q4: 56,956 shares; 2026Q1: 57,876 shares 57,876 $594K 0.06% +920 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,266 shares; 2025Q3: 11,696 shares; 2025Q4: 19,296 shares; 2026Q1: 25,659 shares 25,659 $573K 0.06% +6,363 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: 1,000 shares; 2024Q4: 980 shares; 2025Q1: 1,272 shares; 2025Q2: 1,272 shares; 2025Q3: 1,272 shares; 2025Q4: 1,272 shares; 2026Q1: 1,278 shares 1,278 $558K 0.06% +6 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,270 shares; 2025Q1: 12,370 shares; 2025Q2: 12,370 shares; 2025Q3: 12,370 shares; 2025Q4: 12,370 shares; 2026Q1: 12,370 shares 12,370 $552K 0.06% 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: not reported; 2024Q4: not reported; 2025Q1: 1,207 shares; 2025Q2: not reported; 2025Q3: 1,664 shares; 2025Q4: 2,120 shares; 2026Q1: 2,645 shares 2,645 $547K 0.06% +525 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: 10,720 shares; 2024Q4: 10,832 shares; 2025Q1: 10,740 shares; 2025Q2: 10,740 shares; 2025Q3: 11,140 shares; 2025Q4: 11,140 shares; 2026Q1: 11,140 shares 11,140 $543K 0.06% 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: 2,433 shares; 2024Q4: 2,467 shares; 2025Q1: 2,484 shares; 2025Q2: 2,485 shares; 2025Q3: 2,485 shares; 2025Q4: 2,486 shares; 2026Q1: 2,476 shares 2,476 $539K 0.06% -10 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: 4,300 shares; 2024Q4: 3,750 shares; 2025Q1: 5,382 shares; 2025Q2: 4,744 shares; 2025Q3: 5,086 shares; 2025Q4: 5,834 shares; 2026Q1: 9,098 shares 9,098 $537K 0.06% +3,264 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,831 shares; 2024Q4: 1,959 shares; 2025Q1: 2,762 shares; 2025Q2: 2,484 shares; 2025Q3: 2,444 shares; 2025Q4: 2,411 shares; 2026Q1: 2,404 shares 2,404 $522K 0.05% -7 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,070 shares; 2024Q4: 3,370 shares; 2025Q1: 3,170 shares; 2025Q2: 3,170 shares; 2025Q3: 2,945 shares; 2025Q4: 2,945 shares; 2026Q1: 2,945 shares 2,945 $504K 0.05% 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: 826 shares; 2024Q4: 826 shares; 2025Q1: 882 shares; 2025Q2: 882 shares; 2025Q3: 682 shares; 2025Q4: 927 shares; 2026Q1: 827 shares 827 $500K 0.05% -100 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: 1,665 shares; 2024Q4: 1,637 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares; 2025Q3: 1,628 shares; 2025Q4: 1,621 shares; 2026Q1: 1,621 shares 1,621 $490K 0.05% 0 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: 56,617 shares; 2024Q4: 47,421 shares; 2025Q1: 45,852 shares; 2025Q2: 41,192 shares; 2025Q3: 39,219 shares; 2025Q4: 35,727 shares; 2026Q1: 9,497 shares 9,497 $484K 0.05% -26,230 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: 730 shares; 2024Q4: 730 shares; 2025Q1: 721 shares; 2025Q2: 761 shares; 2025Q3: 761 shares; 2025Q4: 737 shares; 2026Q1: 647 shares 647 $458K 0.05% -90 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: 10,531 shares; 2024Q4: 10,534 shares; 2025Q1: 10,535 shares; 2025Q2: 10,537 shares; 2025Q3: 10,718 shares; 2025Q4: 10,535 shares; 2026Q1: 15,576 shares 15,576 $453K 0.05% +5,041 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: 20,644 shares; 2024Q4: 18,176 shares; 2025Q1: 15,113 shares; 2025Q2: 13,790 shares; 2025Q3: 13,797 shares; 2025Q4: 10,536 shares; 2026Q1: 4,552 shares 4,552 $452K 0.05% -5,984 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: 5,663 shares; 2024Q4: 5,751 shares; 2025Q1: 6,151 shares; 2025Q2: 5,751 shares; 2025Q3: 5,851 shares; 2025Q4: 5,663 shares; 2026Q1: 5,663 shares 5,663 $451K 0.05% 0 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: 3,598 shares; 2024Q4: 3,730 shares; 2025Q1: 3,717 shares; 2025Q2: 3,851 shares; 2025Q3: 3,852 shares; 2025Q4: 3,834 shares; 2026Q1: 3,622 shares 3,622 $450K 0.05% -212 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: 939 shares; 2024Q4: 948 shares; 2025Q1: 892 shares; 2025Q2: 808 shares; 2025Q3: 2,008 shares; 2025Q4: 2,027 shares; 2026Q1: 1,652 shares 1,652 $447K 0.05% -375 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: 5,528 shares; 2024Q4: 6,529 shares; 2025Q1: 6,180 shares; 2025Q2: 6,580 shares; 2025Q3: 6,616 shares; 2025Q4: 6,017 shares; 2026Q1: 5,867 shares 5,867 $446K 0.05% -150 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483 shares; 2024Q4: 483 shares; 2025Q1: 498 shares; 2025Q2: 498 shares; 2025Q3: 498 shares; 2025Q4: 498 shares; 2026Q1: 498 shares 498 $446K 0.05% 0 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: 867 shares; 2024Q4: 868 shares; 2025Q1: 966 shares; 2025Q2: 967 shares; 2025Q3: 969 shares; 2025Q4: 1,326 shares; 2026Q1: 1,264 shares 1,264 $445K 0.05% -62 Timeline PSCH 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: 19,560 shares; 2024Q4: 19,310 shares; 2025Q1: 14,560 shares; 2025Q2: 14,409 shares; 2025Q3: 11,689 shares; 2025Q4: 10,840 shares; 2026Q1: 10,690 shares 10,690 $440K 0.05% -150 Timeline EPI 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: 25,880 shares; 2024Q4: 21,930 shares; 2025Q1: 17,750 shares; 2025Q2: 15,950 shares; 2025Q3: 13,600 shares; 2025Q4: 14,100 shares; 2026Q1: 10,714 shares 10,714 $437K 0.05% -3,386 Timeline PGX 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: 55,049 shares; 2024Q4: 89,063 shares; 2025Q1: 248,495 shares; 2025Q2: 203,478 shares; 2025Q3: 126,565 shares; 2025Q4: 38,523 shares; 2026Q1: 38,523 shares 38,523 $419K 0.04% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,272 shares; 2024Q4: 3,222 shares; 2025Q1: 3,101 shares; 2025Q2: 3,071 shares; 2025Q3: 2,351 shares; 2025Q4: 2,123 shares; 2026Q1: 2,088 shares 2,088 $414K 0.04% -35 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: 2,101 shares; 2024Q4: 2,101 shares; 2025Q1: not reported; 2025Q2: 1,199 shares; 2025Q3: 1,199 shares; 2025Q4: 1,199 shares; 2026Q1: 1,199 shares 1,199 $410K 0.04% 0 Timeline UMI USCF ETF TR More: the full row for USCF 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: not reported; 2025Q4: 6,943 shares; 2026Q1: 6,943 shares 6,943 $407K 0.04% 0 Timeline EEMS 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: 4,768 shares; 2024Q4: 4,068 shares; 2025Q1: not reported; 2025Q2: 5,808 shares; 2025Q3: 5,808 shares; 2025Q4: 5,808 shares; 2026Q1: 5,808 shares 5,808 $402K 0.04% 0 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: 21,897 shares; 2024Q4: 22,247 shares; 2025Q1: 21,079 shares; 2025Q2: 15,034 shares; 2025Q3: 15,034 shares; 2025Q4: 13,298 shares; 2026Q1: 12,570 shares 12,570 $386K 0.04% -728 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: 1,137 shares; 2026Q1: 1,117 shares 1,117 $377K 0.04% -20 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: 3,382 shares; 2024Q4: 3,382 shares; 2025Q1: 3,372 shares; 2025Q2: 3,372 shares; 2025Q3: 3,492 shares; 2025Q4: 2,982 shares; 2026Q1: 2,857 shares 2,857 $374K 0.04% -125 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L 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: 8,536 shares; 2026Q1: 8,926 shares 8,926 $367K 0.04% +390 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,500 shares; 2025Q3: 10,500 shares; 2025Q4: 10,500 shares; 2026Q1: 10,500 shares 10,500 $363K 0.04% 0 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: 2,583 shares; 2024Q4: 3,166 shares; 2025Q1: 2,806 shares; 2025Q2: 2,797 shares; 2025Q3: 2,797 shares; 2025Q4: 2,525 shares; 2026Q1: 2,486 shares 2,486 $362K 0.04% -39 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,488 shares; 2025Q1: 6,203 shares; 2025Q2: 7,068 shares; 2025Q3: 7,318 shares; 2025Q4: 7,061 shares; 2026Q1: 7,061 shares 7,061 $354K 0.04% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,714 shares; 2025Q3: 7,784 shares; 2025Q4: 7,784 shares; 2026Q1: 7,362 shares 7,362 $352K 0.04% -422 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: not reported; 2024Q4: not reported; 2025Q1: 5,228 shares; 2025Q2: 4,000 shares; 2025Q3: 4,000 shares; 2025Q4: not reported; 2026Q1: 6,180 shares 6,180 $350K 0.04% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,310 shares 3,310 $346K 0.04% new 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: 843 shares; 2024Q4: 859 shares; 2025Q1: 774 shares; 2025Q2: 774 shares; 2025Q3: 774 shares; 2025Q4: 689 shares; 2026Q1: 689 shares 689 $341K 0.04% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,253 shares; 2024Q4: 2,458 shares; 2025Q1: 2,458 shares; 2025Q2: 1,136 shares; 2025Q3: 1,146 shares; 2025Q4: 2,346 shares; 2026Q1: 2,126 shares 2,126 $341K 0.04% -220 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,138 shares; 2025Q3: 1,438 shares; 2025Q4: 2,638 shares; 2026Q1: 2,285 shares 2,285 $336K 0.03% -353 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,461 shares; 2024Q4: 2,679 shares; 2025Q1: 2,687 shares; 2025Q2: 2,676 shares; 2025Q3: 2,676 shares; 2025Q4: 2,652 shares; 2026Q1: 2,580 shares 2,580 $331K 0.03% -72 Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,723 shares; 2024Q4: 18,723 shares; 2025Q1: 18,723 shares; 2025Q2: 18,723 shares; 2025Q3: 18,723 shares; 2025Q4: not reported; 2026Q1: 18,723 shares 18,723 $321K 0.03% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,388 shares; 2025Q2: 4,718 shares; 2025Q3: 4,718 shares; 2025Q4: 4,718 shares; 2026Q1: 4,718 shares 4,718 $319K 0.03% 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: 2,106 shares; 2024Q4: 2,106 shares; 2025Q1: 4,656 shares; 2025Q2: 6,467 shares; 2025Q3: 6,973 shares; 2025Q4: 6,402 shares; 2026Q1: 2,202 shares 2,202 $318K 0.03% -4,200 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: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,849 shares; 2025Q3: 3,850 shares; 2025Q4: 3,850 shares; 2026Q1: 3,850 shares 3,850 $317K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,229 shares 4,229 $316K 0.03% new 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: 5,478 shares; 2024Q4: 5,878 shares; 2025Q1: 6,062 shares; 2025Q2: 5,662 shares; 2025Q3: 4,813 shares; 2025Q4: 4,813 shares; 2026Q1: 4,813 shares 4,813 $314K 0.03% 0 Timeline REM 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: 15,155 shares; 2024Q4: 19,250 shares; 2025Q1: 17,450 shares; 2025Q2: 17,450 shares; 2025Q3: 14,450 shares; 2025Q4: 14,450 shares; 2026Q1: 14,450 shares 14,450 $310K 0.03% 0 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,754 shares; 2024Q4: 7,754 shares; 2025Q1: 7,754 shares; 2025Q2: 7,754 shares; 2025Q3: 7,754 shares; 2025Q4: 8,379 shares; 2026Q1: 8,379 shares 8,379 $308K 0.03% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,290 shares 6,290 $307K 0.03% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,077 shares; 2024Q4: 2,066 shares; 2025Q1: 2,066 shares; 2025Q2: 1,976 shares; 2025Q3: 1,951 shares; 2025Q4: 1,531 shares; 2026Q1: 1,536 shares 1,536 $306K 0.03% +5 Timeline DIM 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: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares; 2025Q3: 3,650 shares; 2025Q4: 3,650 shares; 2026Q1: 3,650 shares 3,650 $302K 0.03% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 370 shares; 2025Q1: 388 shares; 2025Q2: 328 shares; 2025Q3: 331 shares; 2025Q4: 328 shares; 2026Q1: 308 shares 308 $296K 0.03% -20 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214 shares; 2024Q4: 214 shares; 2025Q1: 214 shares; 2025Q2: 3,203 shares; 2025Q3: 3,203 shares; 2025Q4: 3,203 shares; 2026Q1: 3,203 shares 3,203 $296K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,217 shares; 2024Q4: 5,206 shares; 2025Q1: 5,232 shares; 2025Q2: 5,232 shares; 2025Q3: 5,082 shares; 2025Q4: 5,082 shares; 2026Q1: 5,082 shares 5,082 $293K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,634 shares; 2024Q4: 14,967 shares; 2025Q1: 14,735 shares; 2025Q2: not reported; 2025Q3: 7,560 shares; 2025Q4: 6,391 shares; 2026Q1: 6,630 shares 6,630 $293K 0.03% +239 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,549 shares; 2024Q4: 5,549 shares; 2025Q1: 6,339 shares; 2025Q2: 6,339 shares; 2025Q3: 6,339 shares; 2025Q4: 6,339 shares; 2026Q1: 5,824 shares 5,824 $291K 0.03% -515 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,641 shares; 2024Q4: 3,641 shares; 2025Q1: 3,886 shares; 2025Q2: 3,886 shares; 2025Q3: 3,886 shares; 2025Q4: 3,886 shares; 2026Q1: 5,209 shares 5,209 $289K 0.03% +1,323 Timeline ONEY 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: 4,155 shares; 2024Q4: 4,155 shares; 2025Q1: 3,423 shares; 2025Q2: 2,399 shares; 2025Q3: 2,399 shares; 2025Q4: 2,399 shares; 2026Q1: 2,399 shares 2,399 $288K 0.03% 0 Timeline DGRS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,330 shares; 2024Q4: 6,330 shares; 2025Q1: 6,330 shares; 2025Q2: 6,330 shares; 2025Q3: 6,330 shares; 2025Q4: 5,372 shares; 2026Q1: 5,372 shares 5,372 $284K 0.03% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,713 shares; 2024Q4: 1,713 shares; 2025Q1: 1,613 shares; 2025Q2: 1,763 shares; 2025Q3: 1,763 shares; 2025Q4: 1,763 shares; 2026Q1: 1,763 shares 1,763 $274K 0.03% 0 Timeline BKLN 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: 14,277 shares; 2024Q4: 14,277 shares; 2025Q1: 13,346 shares; 2025Q2: 13,346 shares; 2025Q3: 13,346 shares; 2025Q4: 13,415 shares; 2026Q1: 13,415 shares 13,415 $274K 0.03% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,498 shares; 2025Q4: 1,478 shares; 2026Q1: 2,078 shares 2,078 $268K 0.03% +600 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: 744 shares; 2024Q4: 783 shares; 2025Q1: 781 shares; 2025Q2: 781 shares; 2025Q3: 781 shares; 2025Q4: 759 shares; 2026Q1: 759 shares 759 $261K 0.03% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,865 shares; 2024Q4: 4,615 shares; 2025Q1: 4,615 shares; 2025Q2: 4,615 shares; 2025Q3: 4,635 shares; 2025Q4: 3,781 shares; 2026Q1: 3,051 shares 3,051 $260K 0.03% -730 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 5,639 shares; 2026Q1: 5,639 shares 5,639 $259K 0.03% 0 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,933 shares; 2025Q1: 5,772 shares; 2025Q2: 7,767 shares; 2025Q3: 7,967 shares; 2025Q4: 6,064 shares; 2026Q1: 6,704 shares 6,704 $258K 0.03% +640 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,270 shares; 2025Q3: 3,270 shares; 2025Q4: 3,270 shares; 2026Q1: 3,270 shares 3,270 $257K 0.03% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 291 shares 291 $254K 0.03% new 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: 422 shares; 2024Q4: 422 shares; 2025Q1: 422 shares; 2025Q2: 547 shares; 2025Q3: 427 shares; 2025Q4: 427 shares; 2026Q1: 363 shares 363 $253K 0.03% -64 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,484 shares 5,484 $250K 0.03% new 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: 596 shares; 2025Q3: 696 shares; 2025Q4: 696 shares; 2026Q1: 696 shares 696 $249K 0.03% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 864 shares; 2025Q3: 864 shares; 2025Q4: 864 shares; 2026Q1: 864 shares 864 $248K 0.03% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 553 shares; 2024Q4: 553 shares; 2025Q1: 553 shares; 2025Q2: 553 shares; 2025Q3: 553 shares; 2025Q4: 553 shares; 2026Q1: 553 shares 553 $246K 0.03% 0 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: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,529 shares; 2025Q4: 1,529 shares; 2026Q1: 1,529 shares 1,529 $244K 0.03% 0 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 971 shares 971 $243K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,280 shares; 2024Q4: 2,280 shares; 2025Q1: 1,780 shares; 2025Q2: 1,780 shares; 2025Q3: 1,780 shares; 2025Q4: 1,780 shares; 2026Q1: 1,780 shares 1,780 $242K 0.02% 0 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,193 shares 6,193 $241K 0.02% new Timeline BIZD 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: 17,458 shares; 2024Q4: 17,458 shares; 2025Q1: 17,108 shares; 2025Q2: 17,126 shares; 2025Q3: 17,126 shares; 2025Q4: 17,576 shares; 2026Q1: 18,801 shares 18,801 $241K 0.02% +1,225 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,715 shares; 2026Q1: 1,715 shares 1,715 $239K 0.02% 0 Timeline PZT 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: 10,312 shares; 2024Q4: 10,312 shares; 2025Q1: 10,312 shares; 2025Q2: 10,312 shares; 2025Q3: 10,312 shares; 2025Q4: 10,312 shares; 2026Q1: 10,312 shares 10,312 $228K 0.02% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 495 shares; 2024Q4: 496 shares; 2025Q1: 490 shares; 2025Q2: 490 shares; 2025Q3: 490 shares; 2025Q4: 490 shares; 2026Q1: 490 shares 490 $226K 0.02% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,193 shares; 2024Q4: 14,193 shares; 2025Q1: 15,293 shares; 2025Q2: 15,293 shares; 2025Q3: 15,293 shares; 2025Q4: 15,293 shares; 2026Q1: 15,293 shares 15,293 $226K 0.02% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 672 shares; 2024Q4: 682 shares; 2025Q1: 702 shares; 2025Q2: 702 shares; 2025Q3: 672 shares; 2025Q4: 672 shares; 2026Q1: 672 shares 672 $221K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,030 shares; 2025Q4: 1,930 shares; 2026Q1: 1,930 shares 1,930 $219K 0.02% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,250 shares; 2025Q4: 1,250 shares; 2026Q1: 1,250 shares 1,250 $218K 0.02% 0 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: not reported; 2024Q4: not reported; 2025Q1: 1,414 shares; 2025Q2: 1,414 shares; 2025Q3: 1,414 shares; 2025Q4: 1,414 shares; 2026Q1: 1,318 shares 1,318 $218K 0.02% -96 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,098 shares 1,098 $217K 0.02% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,747 shares; 2024Q4: 3,837 shares; 2025Q1: 3,747 shares; 2025Q2: 3,747 shares; 2025Q3: 3,747 shares; 2025Q4: 4,547 shares; 2026Q1: 2,391 shares 2,391 $216K 0.02% -2,156 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 581 shares; 2024Q4: 582 shares; 2025Q1: 529 shares; 2025Q2: 529 shares; 2025Q3: 507 shares; 2025Q4: 507 shares; 2026Q1: 507 shares 507 $216K 0.02% 0 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,009 shares 1,009 $216K 0.02% new Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,060 shares 3,060 $209K 0.02% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 246 shares; 2026Q1: 246 shares 246 $208K 0.02% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 843 shares; 2024Q4: 853 shares; 2025Q1: 879 shares; 2025Q2: not reported; 2025Q3: 879 shares; 2025Q4: 879 shares; 2026Q1: 872 shares 872 $206K 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: 1,125 shares 1,125 $205K 0.02% new 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: 2,735 shares; 2024Q4: 2,499 shares; 2025Q1: not reported; 2025Q2: 2,260 shares; 2025Q3: not reported; 2025Q4: 1,660 shares; 2026Q1: 1,660 shares 1,660 $205K 0.02% 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: 14,042 shares; 2024Q4: 15,142 shares; 2025Q1: 16,606 shares; 2025Q2: 22,106 shares; 2025Q3: 16,718 shares; 2025Q4: not reported; 2026Q1: 6,623 shares 6,623 $201K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,351 shares; 2024Q4: 3,351 shares; 2025Q1: 3,351 shares; 2025Q2: 3,351 shares; 2025Q3: 3,351 shares; 2025Q4: 2,741 shares; 2026Q1: 2,203 shares 2,203 $201K 0.02% -538 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 11,065 shares; 2026Q1: 11,065 shares 11,065 $196K 0.02% 0 Timeline EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,900 shares; 2024Q4: 27,900 shares; 2025Q1: 27,900 shares; 2025Q2: 22,700 shares; 2025Q3: 22,700 shares; 2025Q4: 13,700 shares; 2026Q1: 14,700 shares 14,700 $137K 0.01% +1,000 Timeline BOF BRANCHOUT FOOD INC More: the full row for BRANCHOUT FOOD 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: 25,000 shares; 2025Q4: 25,000 shares; 2026Q1: 25,000 shares 25,000 $82.5K 0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,490 shares; 2024Q4: 66,490 shares; 2025Q1: 66,490 shares; 2025Q2: 66,490 shares; 2025Q3: 66,490 shares; 2025Q4: 66,490 shares; 2026Q1: 66,490 shares 66,490 $75.8K 0.01% 0 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME 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: 10,305 shares 10,305 $50.2K 0.01% new Timeline RC READY CAPITAL CORP More: the full row for READY CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,325 shares; 2024Q4: 40,352 shares; 2025Q1: 40,643 shares; 2025Q2: 55,643 shares; 2025Q3: 55,643 shares; 2025Q4: 44,656 shares; 2026Q1: 24,480 shares 24,480 $39.7K <0.01% -20,176 Timeline PLX PROTALIX BIOTHERAPEUTICS INC More: the full row for PROTALIX BIOTHERAPEUTICS 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: 17,000 shares; 2025Q3: 17,000 shares; 2025Q4: 12,000 shares; 2026Q1: 12,000 shares 12,000 $26K <0.01% 0 Timeline FBLG FIBROBIOLOGICS INC More: the full row for FIBROBIOLOGICS 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: 16,428 shares 16,428 $21.7K <0.01% new Timeline