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: 59,807 shares; 2024Q4: 60,691 shares; 2025Q1: 48,202 shares; 2025Q2: 48,606 shares; 2025Q3: 51,893 shares; 2025Q4: 52,406 shares; 2026Q1: 57,537 shares 57,537 $14.6M 3.98% +5,131 Timeline ZALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 394,862 shares; 2025Q1: 419,101 shares; 2025Q2: 425,463 shares; 2025Q3: 426,490 shares; 2025Q4: 431,379 shares; 2026Q1: 437,158 shares 437,158 $14.2M 3.87% +5,779 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 124,225 shares; 2025Q1: 133,107 shares; 2025Q2: 136,362 shares; 2025Q3: 136,633 shares; 2025Q4: 138,261 shares; 2026Q1: 139,356 shares 139,356 $14M 3.81% +1,095 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: 598 shares; 2024Q4: 4,764 shares; 2025Q1: 11,908 shares; 2025Q2: 20,733 shares; 2025Q3: 21,035 shares; 2025Q4: 21,015 shares; 2026Q1: 22,713 shares 22,713 $13.6M 3.7% +1,698 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 707 shares; 2025Q4: 707 shares; 2026Q1: 44,952 shares 44,952 $12.9M 3.52% +44,245 Timeline QBUF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 350,055 shares; 2025Q1: 383,483 shares; 2025Q2: 392,978 shares; 2025Q3: 395,040 shares; 2025Q4: 402,580 shares; 2026Q1: 427,688 shares 427,688 $12.5M 3.41% +25,108 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,301 shares; 2025Q1: 438,045 shares; 2025Q2: 465,429 shares; 2025Q3: 470,699 shares; 2025Q4: 493,899 shares; 2026Q1: 541,660 shares 541,660 $11.1M 3.02% +47,761 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 23,196 shares; 2025Q1: 450,658 shares; 2025Q2: 480,767 shares; 2025Q3: 485,093 shares; 2025Q4: 510,479 shares; 2026Q1: 550,755 shares 550,755 $10.8M 2.95% +40,276 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 21,773 shares; 2025Q1: 476,396 shares; 2025Q2: 505,652 shares; 2025Q3: 510,582 shares; 2025Q4: 533,784 shares; 2026Q1: 578,153 shares 578,153 $10.8M 2.94% +44,369 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 522,411 shares; 2025Q4: 553,025 shares; 2026Q1: 637,269 shares 637,269 $10.7M 2.91% +84,244 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 291,413 shares; 2025Q1: 311,337 shares; 2025Q2: 313,806 shares; 2025Q3: 314,840 shares; 2025Q4: 318,575 shares; 2026Q1: 315,953 shares 315,953 $10.6M 2.89% -2,622 Timeline BSCV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 527,205 shares; 2025Q4: 557,146 shares; 2026Q1: 638,344 shares 638,344 $10.5M 2.87% +81,198 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: 19,875 shares; 2024Q4: 20,200 shares; 2025Q1: 17,640 shares; 2025Q2: 16,830 shares; 2025Q3: 18,636 shares; 2025Q4: 18,410 shares; 2026Q1: 19,630 shares 19,630 $7.27M 1.98% +1,220 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: 27,291 shares; 2024Q4: 28,564 shares; 2025Q1: 25,643 shares; 2025Q2: 37,572 shares; 2025Q3: 37,976 shares; 2025Q4: 37,719 shares; 2026Q1: 40,450 shares 40,450 $7.05M 1.92% +2,731 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: 24,762 shares; 2024Q4: 24,602 shares; 2025Q1: 23,625 shares; 2025Q2: 16,484 shares; 2025Q3: 16,460 shares; 2025Q4: 16,035 shares; 2026Q1: 15,978 shares 15,978 $6.81M 1.86% -57 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: 19,110 shares; 2024Q4: 20,361 shares; 2025Q1: 18,772 shares; 2025Q2: 18,511 shares; 2025Q3: 19,260 shares; 2025Q4: 19,322 shares; 2026Q1: 19,815 shares 19,815 $5.7M 1.55% +493 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: 10,226 shares; 2024Q4: 10,187 shares; 2025Q1: 9,743 shares; 2025Q2: 9,362 shares; 2025Q3: 8,688 shares; 2025Q4: 8,517 shares; 2026Q1: 8,632 shares 8,632 $5.61M 1.53% +115 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: 22,914 shares; 2024Q4: 23,573 shares; 2025Q1: 20,567 shares; 2025Q2: 21,015 shares; 2025Q3: 21,186 shares; 2025Q4: 21,479 shares; 2026Q1: 24,321 shares 24,321 $5.07M 1.38% +2,842 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: 23,102 shares; 2024Q4: 23,155 shares; 2025Q1: 20,472 shares; 2025Q2: 20,132 shares; 2025Q3: 21,420 shares; 2025Q4: 20,666 shares; 2026Q1: 14,519 shares 14,519 $4.27M 1.17% -6,147 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 160,441 shares; 2025Q1: 158,615 shares; 2025Q2: 169,457 shares; 2025Q3: 169,628 shares; 2025Q4: 174,304 shares; 2026Q1: 175,796 shares 175,796 $4.27M 1.16% +1,492 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,755 shares; 2025Q2: 36,985 shares; 2025Q3: 36,979 shares; 2025Q4: 37,259 shares; 2026Q1: 38,350 shares 38,350 $4.15M 1.13% +1,091 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: 6,910 shares; 2024Q4: 6,901 shares; 2025Q1: 5,973 shares; 2025Q2: 16,158 shares; 2025Q3: 16,461 shares; 2025Q4: 17,343 shares; 2026Q1: 20,004 shares 20,004 $4.14M 1.13% +2,661 Timeline BSMS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 187,809 shares; 2025Q2: 185,320 shares; 2025Q3: 186,701 shares; 2025Q4: 187,322 shares; 2026Q1: 173,875 shares 173,875 $4.07M 1.11% -13,447 Timeline BSMT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 191,098 shares; 2025Q2: 188,508 shares; 2025Q3: 189,886 shares; 2025Q4: 190,186 shares; 2026Q1: 176,473 shares 176,473 $4.06M 1.11% -13,713 Timeline BSMR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 185,510 shares; 2025Q2: 182,851 shares; 2025Q3: 184,059 shares; 2025Q4: 184,260 shares; 2026Q1: 169,534 shares 169,534 $4.01M 1.09% -14,726 Timeline BSMU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,094 shares; 2025Q4: 183,115 shares; 2026Q1: 180,723 shares 180,723 $3.94M 1.08% -2,392 Timeline BSMV INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,060 shares; 2025Q4: 191,219 shares; 2026Q1: 188,576 shares 188,576 $3.94M 1.07% -2,643 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: 5,714 shares; 2024Q4: 5,696 shares; 2025Q1: 5,703 shares; 2025Q2: 5,912 shares; 2025Q3: 5,897 shares; 2025Q4: 5,989 shares; 2026Q1: 6,343 shares 6,343 $3.63M 0.99% +354 Timeline UDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 46,825 shares; 2025Q1: 44,868 shares; 2025Q2: 78,327 shares; 2025Q3: 78,121 shares; 2025Q4: 91,451 shares; 2026Q1: 91,348 shares 91,348 $3.55M 0.97% -103 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: 1,122 shares; 2024Q4: 1,338 shares; 2025Q1: 1,122 shares; 2025Q2: 1,122 shares; 2025Q3: 1,122 shares; 2025Q4: 1,361 shares; 2026Q1: 6,858 shares 6,858 $3.29M 0.9% +5,497 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,707 shares; 2024Q4: 3,710 shares; 2025Q1: 2,711 shares; 2025Q2: 2,610 shares; 2025Q3: 8,899 shares; 2025Q4: 9,232 shares; 2026Q1: 10,252 shares 10,252 $3.19M 0.87% +1,020 Timeline UMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,024 shares; 2024Q4: 23,541 shares; 2025Q1: 67,071 shares; 2025Q2: 68,910 shares; 2025Q3: 68,711 shares; 2025Q4: 68,431 shares; 2026Q1: 77,095 shares 77,095 $3.06M 0.84% +8,664 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,891 shares; 2024Q4: 39,038 shares; 2025Q1: 33,822 shares; 2025Q2: 33,637 shares; 2025Q3: 33,609 shares; 2025Q4: 32,399 shares; 2026Q1: 24,529 shares 24,529 $3.05M 0.83% -7,870 Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,561 shares; 2024Q4: 50,381 shares; 2025Q1: 50,281 shares; 2025Q2: 48,804 shares; 2025Q3: 48,804 shares; 2025Q4: 82,218 shares; 2026Q1: 80,984 shares 80,984 $3.02M 0.82% -1,234 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: 9,011 shares; 2024Q4: 9,011 shares; 2025Q1: 9,989 shares; 2025Q2: 55,786 shares; 2025Q3: 58,521 shares; 2025Q4: 62,767 shares; 2026Q1: 78,020 shares 78,020 $2.95M 0.81% +15,253 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: 27,691 shares; 2024Q4: 27,473 shares; 2025Q1: 26,273 shares; 2025Q2: 12,972 shares; 2025Q3: 12,915 shares; 2025Q4: 12,811 shares; 2026Q1: 13,325 shares 13,325 $2.85M 0.78% +514 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO 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: 26,233 shares; 2025Q3: 26,741 shares; 2025Q4: 27,919 shares; 2026Q1: 30,112 shares 30,112 $2.81M 0.77% +2,193 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 59,888 shares; 2024Q4: 58,904 shares; 2025Q1: 58,880 shares; 2025Q2: 57,416 shares; 2025Q3: 72,551 shares; 2025Q4: 72,551 shares; 2026Q1: 72,372 shares 72,372 $2.8M 0.76% -179 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: not reported; 2025Q1: not reported; 2025Q2: 29,259 shares; 2025Q3: 31,508 shares; 2025Q4: 33,437 shares; 2026Q1: 41,396 shares 41,396 $2.73M 0.75% +7,959 Timeline UAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,924 shares; 2024Q4: 22,849 shares; 2025Q1: 66,525 shares; 2025Q2: 73,014 shares; 2025Q3: 72,774 shares; 2025Q4: 72,756 shares; 2026Q1: 80,544 shares 80,544 $2.69M 0.73% +7,788 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: 3,650 shares; 2024Q4: 3,650 shares; 2025Q1: 2,374 shares; 2025Q2: 2,335 shares; 2025Q3: 2,239 shares; 2025Q4: 2,254 shares; 2026Q1: 2,602 shares 2,602 $2.59M 0.71% +348 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD 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: 7,590 shares; 2025Q3: 8,126 shares; 2025Q4: 8,714 shares; 2026Q1: 10,088 shares 10,088 $2.57M 0.7% +1,374 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,000 shares; 2024Q4: 9,994 shares; 2025Q1: 60,158 shares; 2025Q2: 57,625 shares; 2025Q3: 57,407 shares; 2025Q4: 57,379 shares; 2026Q1: 66,922 shares 66,922 $2.43M 0.66% +9,543 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,432 shares; 2025Q3: 10,537 shares; 2025Q4: 10,741 shares; 2026Q1: 12,301 shares 12,301 $2.43M 0.66% +1,560 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,380 shares; 2025Q3: 1,436 shares; 2025Q4: 16,023 shares; 2026Q1: 24,582 shares 24,582 $2.36M 0.64% +8,559 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,550 shares; 2024Q4: 48,870 shares; 2025Q1: 48,846 shares; 2025Q2: 47,407 shares; 2025Q3: 61,771 shares; 2025Q4: 62,146 shares; 2026Q1: 60,918 shares 60,918 $2.33M 0.64% -1,228 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,427 shares; 2025Q3: 24,436 shares; 2025Q4: 26,196 shares; 2026Q1: 33,493 shares 33,493 $2.32M 0.63% +7,297 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS 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: 68,371 shares 68,371 $2.2M 0.6% new Timeline AMCR AMCOR PLC More: the full row for AMCOR 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: 54,600 shares 54,600 $2.17M 0.59% new 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: 22,508 shares; 2024Q4: 4,798 shares; 2025Q1: 5,336 shares; 2025Q2: 5,365 shares; 2025Q3: 5,372 shares; 2025Q4: 5,368 shares; 2026Q1: 6,904 shares 6,904 $2.14M 0.58% +1,536 Timeline UAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 46,523 shares; 2024Q4: 45,419 shares; 2025Q1: 42,008 shares; 2025Q2: 40,468 shares; 2025Q3: 53,333 shares; 2025Q4: 53,333 shares; 2026Q1: 53,232 shares 53,232 $2.09M 0.57% -101 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,467 shares; 2024Q4: 18,831 shares; 2025Q1: 39,185 shares; 2025Q2: 37,902 shares; 2025Q3: 37,717 shares; 2025Q4: 48,179 shares; 2026Q1: 48,267 shares 48,267 $2.05M 0.56% +88 Timeline UMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,755 shares; 2024Q4: 16,786 shares; 2025Q1: 16,933 shares; 2025Q2: 55,637 shares; 2025Q3: 55,422 shares; 2025Q4: 55,421 shares; 2026Q1: 55,206 shares 55,206 $2.03M 0.55% -215 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,947 shares; 2024Q4: 21,997 shares; 2025Q1: 21,703 shares; 2025Q2: 54,455 shares; 2025Q3: 54,244 shares; 2025Q4: 54,244 shares; 2026Q1: 54,057 shares 54,057 $2.01M 0.55% -187 Timeline UJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,453 shares; 2024Q4: 23,431 shares; 2025Q1: 23,406 shares; 2025Q2: 31,696 shares; 2025Q3: 52,235 shares; 2025Q4: 52,235 shares; 2026Q1: 51,854 shares 51,854 $1.99M 0.54% -381 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: 10,933 shares; 2024Q4: 11,086 shares; 2025Q1: 9,651 shares; 2025Q2: 9,605 shares; 2025Q3: 9,596 shares; 2025Q4: 9,347 shares; 2026Q1: 6,454 shares 6,454 $1.95M 0.53% -2,893 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: 10,002 shares; 2024Q4: 10,023 shares; 2025Q1: 9,087 shares; 2025Q2: 8,959 shares; 2025Q3: 8,941 shares; 2025Q4: 8,665 shares; 2026Q1: 5,887 shares 5,887 $1.94M 0.53% -2,778 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: 6,361 shares; 2024Q4: 7,388 shares; 2025Q1: 4,495 shares; 2025Q2: 4,584 shares; 2025Q3: 5,801 shares; 2025Q4: 5,441 shares; 2026Q1: 6,688 shares 6,688 $1.92M 0.52% +1,247 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: 3,721 shares; 2024Q4: 3,404 shares; 2025Q1: 3,293 shares; 2025Q2: 3,248 shares; 2025Q3: 3,226 shares; 2025Q4: 3,096 shares; 2026Q1: 3,061 shares 3,061 $1.77M 0.48% -35 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: 29,824 shares; 2024Q4: 27,220 shares; 2025Q1: 26,038 shares; 2025Q2: 25,770 shares; 2025Q3: 30,889 shares; 2025Q4: 30,889 shares; 2026Q1: 35,127 shares 35,127 $1.71M 0.47% +4,238 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,949 shares; 2025Q1: 2,837 shares; 2025Q2: 2,204 shares; 2025Q3: 4,165 shares; 2025Q4: 3,845 shares; 2026Q1: 10,850 shares 10,850 $1.59M 0.43% +7,005 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,147 shares; 2024Q4: 3,910 shares; 2025Q1: 3,915 shares; 2025Q2: 3,757 shares; 2025Q3: 4,007 shares; 2025Q4: 4,007 shares; 2026Q1: 4,226 shares 4,226 $1.57M 0.43% +219 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,935 shares; 2024Q4: 6,922 shares; 2025Q1: 7,517 shares; 2025Q2: 7,414 shares; 2025Q3: 7,409 shares; 2025Q4: 7,102 shares; 2026Q1: 3,742 shares 3,742 $1.56M 0.43% -3,360 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,620 shares; 2024Q4: 8,030 shares; 2025Q1: 7,906 shares; 2025Q2: 7,828 shares; 2025Q3: 7,815 shares; 2025Q4: 7,506 shares; 2026Q1: 4,156 shares 4,156 $1.36M 0.37% -3,350 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: 18,186 shares; 2024Q4: 16,184 shares; 2025Q1: 15,719 shares; 2025Q2: 15,222 shares; 2025Q3: 15,153 shares; 2025Q4: 15,173 shares; 2026Q1: 14,550 shares 14,550 $1.28M 0.35% -623 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: 8,508 shares; 2024Q4: 9,113 shares; 2025Q1: 9,318 shares; 2025Q2: 8,846 shares; 2025Q3: 8,776 shares; 2025Q4: 8,382 shares; 2026Q1: 5,095 shares 5,095 $1.24M 0.34% -3,287 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: 6,476 shares; 2024Q4: 6,860 shares; 2025Q1: 6,440 shares; 2025Q2: 6,200 shares; 2025Q3: 6,724 shares; 2025Q4: 6,734 shares; 2026Q1: 7,242 shares 7,242 $1.23M 0.34% +508 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: 5,124 shares; 2024Q4: 4,909 shares; 2025Q1: 3,090 shares; 2025Q2: 3,316 shares; 2025Q3: 3,630 shares; 2025Q4: 4,275 shares; 2026Q1: 4,100 shares 4,100 $1M 0.27% -175 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,155 shares; 2024Q4: 11,543 shares; 2025Q1: 12,252 shares; 2025Q2: 12,167 shares; 2025Q3: 12,140 shares; 2025Q4: 11,668 shares; 2026Q1: 5,947 shares 5,947 $936K 0.26% -5,721 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,430 shares; 2024Q4: 6,580 shares; 2025Q1: 6,981 shares; 2025Q2: 7,910 shares; 2025Q3: 7,704 shares; 2025Q4: 7,432 shares; 2026Q1: 4,668 shares 4,668 $872K 0.24% -2,764 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,362 shares; 2024Q4: 1,363 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 8,377 shares 8,377 $868K 0.24% new Timeline NHC NATIONAL HEALTHCARE CORP More: the full row for NATIONAL HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,352 shares; 2024Q4: 5,352 shares; 2025Q1: 5,352 shares; 2025Q2: 5,352 shares; 2025Q3: 5,352 shares; 2025Q4: 5,352 shares; 2026Q1: 5,352 shares 5,352 $855K 0.23% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,111 shares; 2024Q4: 9,111 shares; 2025Q1: 9,111 shares; 2025Q2: 9,111 shares; 2025Q3: 10,143 shares; 2025Q4: 10,874 shares; 2026Q1: 13,258 shares 13,258 $817K 0.22% +2,384 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: 2,706 shares; 2025Q3: 2,789 shares; 2025Q4: 2,366 shares; 2026Q1: 2,398 shares 2,398 $810K 0.22% +32 Timeline UXI 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: 16,332 shares; 2024Q4: 16,332 shares; 2025Q1: 16,332 shares; 2025Q2: 16,332 shares; 2025Q3: 16,332 shares; 2025Q4: 16,332 shares; 2026Q1: 16,332 shares 16,332 $806K 0.22% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,026 shares; 2024Q4: 8,026 shares; 2025Q1: 7,840 shares; 2025Q2: 7,840 shares; 2025Q3: 7,840 shares; 2025Q4: 7,840 shares; 2026Q1: 7,699 shares 7,699 $770K 0.21% -141 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,562 shares; 2024Q4: 1,562 shares; 2025Q1: 1,562 shares; 2025Q2: 1,510 shares; 2025Q3: 2,335 shares; 2025Q4: 2,334 shares; 2026Q1: 2,575 shares 2,575 $731K 0.2% +241 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: 1,780 shares; 2024Q4: 1,761 shares; 2025Q1: 1,709 shares; 2025Q2: 1,709 shares; 2025Q3: 1,697 shares; 2025Q4: 1,697 shares; 2026Q1: 2,999 shares 2,999 $727K 0.2% +1,302 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: 6,901 shares; 2024Q4: 6,902 shares; 2025Q1: 6,144 shares; 2025Q2: 6,303 shares; 2025Q3: 6,329 shares; 2025Q4: 6,370 shares; 2026Q1: 9,152 shares 9,152 $710K 0.19% +2,782 Timeline ZAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,849 shares; 2025Q3: 24,849 shares; 2025Q4: 24,849 shares; 2026Q1: 27,163 shares 27,163 $709K 0.19% +2,314 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: 892 shares; 2024Q4: 952 shares; 2025Q1: 977 shares; 2025Q2: 977 shares; 2025Q3: 1,032 shares; 2025Q4: 979 shares; 2026Q1: 977 shares 977 $692K 0.19% -2 Timeline ZOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,591 shares; 2025Q4: 23,591 shares; 2026Q1: 25,466 shares 25,466 $681K 0.19% +1,875 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: 10,310 shares; 2024Q4: 9,109 shares; 2025Q1: 11,072 shares; 2025Q2: 11,078 shares; 2025Q3: 11,149 shares; 2025Q4: 11,503 shares; 2026Q1: 23,144 shares 23,144 $671K 0.18% +11,641 Timeline ZMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,841 shares; 2025Q3: 20,841 shares; 2025Q4: 20,841 shares; 2026Q1: 24,053 shares 24,053 $664K 0.18% +3,212 Timeline ZJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,513 shares; 2025Q3: 10,513 shares; 2025Q4: 23,159 shares; 2026Q1: 24,159 shares 24,159 $659K 0.18% +1,000 Timeline ZMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 25,783 shares; 2025Q3: 25,783 shares; 2025Q4: 25,783 shares; 2026Q1: 25,696 shares 25,696 $658K 0.18% -87 Timeline ZFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,892 shares; 2025Q3: 19,892 shares; 2025Q4: 19,892 shares; 2026Q1: 25,799 shares 25,799 $655K 0.18% +5,907 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,337 shares 3,337 $655K 0.18% new Timeline ZJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,294 shares; 2025Q3: 24,294 shares; 2025Q4: 24,294 shares; 2026Q1: 24,216 shares 24,216 $652K 0.18% -78 Timeline ZJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 22,222 shares; 2025Q4: 22,222 shares; 2026Q1: 22,167 shares 22,167 $644K 0.18% -55 Timeline ZAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,093 shares; 2025Q4: 24,093 shares; 2026Q1: 24,035 shares 24,035 $640K 0.17% -58 Timeline ZSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 23,815 shares; 2025Q4: 23,815 shares; 2026Q1: 23,815 shares 23,815 $636K 0.17% 0 Timeline TJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,658 shares; 2024Q4: 21,658 shares; 2025Q1: 21,658 shares; 2025Q2: 21,658 shares; 2025Q3: 21,658 shares; 2025Q4: 21,658 shares; 2026Q1: 21,658 shares 21,658 $636K 0.17% 0 Timeline ZNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 23,633 shares; 2026Q1: 23,633 shares 23,633 $627K 0.17% 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: 6,222 shares; 2024Q4: 6,152 shares; 2025Q1: 4,363 shares; 2025Q2: 4,363 shares; 2025Q3: 3,813 shares; 2025Q4: 3,977 shares; 2026Q1: 4,307 shares 4,307 $622K 0.17% +330 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: 7,367 shares; 2024Q4: 6,374 shares; 2025Q1: 4,400 shares; 2025Q2: 4,360 shares; 2025Q3: 4,360 shares; 2025Q4: 4,360 shares; 2026Q1: 5,271 shares 5,271 $620K 0.17% +911 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: 2,802 shares; 2024Q4: 2,752 shares; 2025Q1: 2,752 shares; 2025Q2: 2,752 shares; 2025Q3: 2,752 shares; 2025Q4: 2,752 shares; 2026Q1: 2,837 shares 2,837 $610K 0.17% +85 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: 10,536 shares; 2024Q4: 11,471 shares; 2025Q1: 7,680 shares; 2025Q2: 7,495 shares; 2025Q3: 8,112 shares; 2025Q4: 8,127 shares; 2026Q1: 12,142 shares 12,142 $610K 0.17% +4,015 Timeline IYJ 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: 4,283 shares; 2025Q3: 4,283 shares; 2025Q4: 4,283 shares; 2026Q1: 4,119 shares 4,119 $608K 0.17% -164 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: 2,280 shares; 2024Q4: 2,222 shares; 2025Q1: 1,802 shares; 2025Q2: 1,602 shares; 2025Q3: 2,244 shares; 2025Q4: 2,147 shares; 2026Q1: 3,021 shares 3,021 $601K 0.16% +874 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,562 shares 1,562 $599K 0.16% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,710 shares; 2024Q4: 5,712 shares; 2025Q1: 2,912 shares; 2025Q2: 2,912 shares; 2025Q3: 2,779 shares; 2025Q4: 2,779 shares; 2026Q1: 2,593 shares 2,593 $596K 0.16% -186 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,060 shares 4,060 $592K 0.16% new Timeline QLD 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: 4,800 shares; 2024Q4: 4,800 shares; 2025Q1: 4,800 shares; 2025Q2: 4,800 shares; 2025Q3: 4,800 shares; 2025Q4: 9,600 shares; 2026Q1: 9,600 shares 9,600 $586K 0.16% 0 Timeline ZDEK INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 22,820 shares; 2026Q1: 22,820 shares 22,820 $585K 0.16% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,813 shares 14,813 $576K 0.16% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,514 shares; 2024Q4: 3,736 shares; 2025Q1: 3,968 shares; 2025Q2: 3,866 shares; 2025Q3: 3,839 shares; 2025Q4: 3,707 shares; 2026Q1: 2,113 shares 2,113 $572K 0.16% -1,594 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: 572 shares; 2025Q4: 572 shares; 2026Q1: 644 shares 644 $561K 0.15% +72 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 11,242 shares 11,242 $560K 0.15% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,601 shares 5,601 $556K 0.15% new Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,476 shares; 2024Q4: 12,476 shares; 2025Q1: 12,476 shares; 2025Q2: 12,476 shares; 2025Q3: 12,476 shares; 2025Q4: 12,476 shares; 2026Q1: 12,476 shares 12,476 $538K 0.15% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,692 shares 5,692 $515K 0.14% new 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: 3,026 shares; 2024Q4: 3,026 shares; 2025Q1: 3,026 shares; 2025Q2: 3,026 shares; 2025Q3: 3,026 shares; 2025Q4: 3,026 shares; 2026Q1: 3,026 shares 3,026 $501K 0.14% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,149 shares 5,149 $500K 0.14% new 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: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,694 shares 4,694 $480K 0.13% new Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,736 shares 2,736 $474K 0.13% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 22,816 shares; 2025Q1: 450,778 shares; 2025Q2: 479,960 shares; 2025Q3: 44,274 shares; 2025Q4: 42,777 shares; 2026Q1: 23,821 shares 23,821 $465K 0.13% -18,956 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 657 shares 657 $458K 0.13% new Timeline FJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,043 shares; 2024Q4: 9,004 shares; 2025Q1: 7,882 shares; 2025Q2: 8,088 shares; 2025Q3: 8,088 shares; 2025Q4: 8,083 shares; 2026Q1: 7,925 shares 7,925 $448K 0.12% -158 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,845 shares; 2024Q4: 2,390 shares; 2025Q1: 2,648 shares; 2025Q2: 2,016 shares; 2025Q3: 1,116 shares; 2025Q4: 1,239 shares; 2026Q1: 1,302 shares 1,302 $440K 0.12% +63 Timeline ARTY 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: 9,428 shares 9,428 $439K 0.12% new Timeline IUSG 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: 2,781 shares 2,781 $431K 0.12% new 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: 358 shares; 2025Q1: 358 shares; 2025Q2: 358 shares; 2025Q3: 359 shares; 2025Q4: 359 shares; 2026Q1: 447 shares 447 $430K 0.12% +88 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,018 shares; 2024Q4: 5,018 shares; 2025Q1: 3,196 shares; 2025Q2: 3,196 shares; 2025Q3: 3,196 shares; 2025Q4: 3,207 shares; 2026Q1: 3,200 shares 3,200 $419K 0.11% -7 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,181 shares; 2024Q4: 5,181 shares; 2025Q1: 5,181 shares; 2025Q2: 5,181 shares; 2025Q3: 5,181 shares; 2025Q4: 5,181 shares; 2026Q1: 5,181 shares 5,181 $419K 0.11% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,574 shares; 2024Q4: 8,574 shares; 2025Q1: 8,574 shares; 2025Q2: 8,574 shares; 2025Q3: 8,574 shares; 2025Q4: 8,574 shares; 2026Q1: 8,574 shares 8,574 $419K 0.11% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 4,630 shares; 2025Q1: 4,125 shares; 2025Q2: 4,094 shares; 2025Q3: 4,135 shares; 2025Q4: 4,217 shares; 2026Q1: 5,501 shares 5,501 $418K 0.11% +1,284 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: 2,100 shares; 2024Q4: 2,102 shares; 2025Q1: 1,883 shares; 2025Q2: 1,875 shares; 2025Q3: 1,880 shares; 2025Q4: 1,880 shares; 2026Q1: 1,880 shares 1,880 $409K 0.11% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 620 shares 620 $405K 0.11% 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,862 shares 2,862 $388K 0.11% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,994 shares; 2024Q4: 5,869 shares; 2025Q1: 3,765 shares; 2025Q2: 3,633 shares; 2025Q3: 3,638 shares; 2025Q4: 3,568 shares; 2026Q1: 4,004 shares 4,004 $386K 0.11% +436 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 896 shares 896 $386K 0.11% 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: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,358 shares 5,358 $362K 0.1% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,770 shares 1,770 $351K 0.1% new Timeline BFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,341 shares; 2024Q4: 7,341 shares; 2025Q1: 7,341 shares; 2025Q2: 7,341 shares; 2025Q3: 7,341 shares; 2025Q4: 7,341 shares; 2026Q1: 7,341 shares 7,341 $350K 0.1% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 524 shares; 2024Q4: 524 shares; 2025Q1: 525 shares; 2025Q2: 526 shares; 2025Q3: 526 shares; 2025Q4: 527 shares; 2026Q1: 616 shares 616 $347K 0.09% +89 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,550 shares; 2024Q4: 1,550 shares; 2025Q1: 1,384 shares; 2025Q2: 1,384 shares; 2025Q3: 1,409 shares; 2025Q4: 1,409 shares; 2026Q1: 1,524 shares 1,524 $345K 0.09% +115 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: 1,040 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 925 shares; 2026Q1: 1,001 shares 1,001 $342K 0.09% +76 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: 2,990 shares; 2024Q4: 2,990 shares; 2025Q1: 1,555 shares; 2025Q2: 1,677 shares; 2025Q3: 2,066 shares; 2025Q4: 1,586 shares; 2026Q1: 2,305 shares 2,305 $339K 0.09% +719 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,243 shares; 2024Q4: 8,243 shares; 2025Q1: 8,243 shares; 2025Q2: 8,243 shares; 2025Q3: 8,243 shares; 2025Q4: 8,243 shares; 2026Q1: 8,243 shares 8,243 $337K 0.09% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359 shares; 2025Q1: not reported; 2025Q2: 378 shares; 2025Q3: 378 shares; 2025Q4: 285 shares; 2026Q1: 383 shares 383 $324K 0.09% +98 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,205 shares; 2024Q4: 1,205 shares; 2025Q1: 1,205 shares; 2025Q2: 1,205 shares; 2025Q3: 1,205 shares; 2025Q4: 2,410 shares; 2026Q1: 2,410 shares 2,410 $320K 0.09% 0 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: 17,414 shares; 2024Q4: 18,885 shares; 2025Q1: 19,849 shares; 2025Q2: 23,161 shares; 2025Q3: 23,863 shares; 2025Q4: 24,947 shares; 2026Q1: 2,643 shares 2,643 $318K 0.09% -22,304 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: not reported; 2024Q4: not reported; 2025Q1: 3,880 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 521 shares 521 $315K 0.09% new 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: 1,875 shares; 2024Q4: 1,875 shares; 2025Q1: 1,844 shares; 2025Q2: 1,583 shares; 2025Q3: 1,464 shares; 2025Q4: 1,498 shares; 2026Q1: 1,985 shares 1,985 $308K 0.08% +487 Timeline BSCW INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 14,914 shares 14,914 $307K 0.08% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,014 shares; 2024Q4: 1,014 shares; 2025Q1: 1,014 shares; 2025Q2: 1,014 shares; 2025Q3: 1,014 shares; 2025Q4: 967 shares; 2026Q1: 967 shares 967 $303K 0.08% 0 Timeline SDOG 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: 4,798 shares; 2024Q4: 4,798 shares; 2025Q1: 4,792 shares; 2025Q2: 4,792 shares; 2025Q3: 4,792 shares; 2025Q4: 4,715 shares; 2026Q1: 4,595 shares 4,595 $299K 0.08% -120 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: 1,466 shares; 2025Q2: 1,466 shares; 2025Q3: 1,466 shares; 2025Q4: 1,466 shares; 2026Q1: 1,792 shares 1,792 $296K 0.08% +326 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: 851 shares; 2024Q4: 862 shares; 2025Q1: 866 shares; 2025Q2: 870 shares; 2025Q3: 870 shares; 2025Q4: 870 shares; 2026Q1: 919 shares 919 $295K 0.08% +49 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 5,465 shares 5,465 $287K 0.08% new 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: 1,990 shares; 2025Q4: 2,067 shares; 2026Q1: 2,525 shares 2,525 $286K 0.08% +458 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 210 shares; 2026Q1: 311 shares 311 $286K 0.08% +101 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,856 shares 4,856 $284K 0.08% new Timeline QCLN 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: 9,897 shares; 2024Q4: 7,829 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,090 shares; 2025Q4: 5,990 shares; 2026Q1: 5,990 shares 5,990 $278K 0.08% 0 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,088 shares; 2024Q4: 1,088 shares; 2025Q1: 1,088 shares; 2025Q2: 1,088 shares; 2025Q3: 1,088 shares; 2025Q4: 1,088 shares; 2026Q1: 1,088 shares 1,088 $278K 0.08% 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: 12,206 shares; 2024Q4: 12,994 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 6,197 shares 6,197 $274K 0.07% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,838 shares; 2025Q4: 2,838 shares; 2026Q1: 2,838 shares 2,838 $267K 0.07% 0 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: 49,732 shares; 2024Q4: 3,125 shares; 2025Q1: 3,020 shares; 2025Q2: 2,995 shares; 2025Q3: 2,997 shares; 2025Q4: 1,097 shares; 2026Q1: 1,049 shares 1,049 $260K 0.07% -48 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,224 shares 3,224 $257K 0.07% 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: 7,998 shares; 2024Q4: 8,045 shares; 2025Q1: not reported; 2025Q2: 732 shares; 2025Q3: 731 shares; 2025Q4: 724 shares; 2026Q1: 714 shares 714 $255K 0.07% -10 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,739 shares; 2024Q4: 5,739 shares; 2025Q1: 5,739 shares; 2025Q2: 5,739 shares; 2025Q3: 5,670 shares; 2025Q4: 5,670 shares; 2026Q1: 5,670 shares 5,670 $254K 0.07% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,850 shares 2,850 $251K 0.07% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,967 shares; 2024Q4: 2,891 shares; 2025Q1: 2,708 shares; 2025Q2: 2,713 shares; 2025Q3: 2,723 shares; 2025Q4: 2,565 shares; 2026Q1: 2,437 shares 2,437 $250K 0.07% -128 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: not reported; 2026Q1: 1,764 shares 1,764 $246K 0.07% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,830 shares; 2024Q4: 1,832 shares; 2025Q1: 833 shares; 2025Q2: 835 shares; 2025Q3: 836 shares; 2025Q4: 838 shares; 2026Q1: 839 shares 839 $245K 0.07% +1 Timeline KXI 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: 3,307 shares; 2024Q4: not reported; 2025Q1: 3,307 shares; 2025Q2: 3,307 shares; 2025Q3: 3,307 shares; 2025Q4: 3,307 shares; 2026Q1: 3,650 shares 3,650 $245K 0.07% +343 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 556 shares 556 $243K 0.07% new Timeline USIG 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: 4,677 shares 4,677 $240K 0.07% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,674 shares 2,674 $232K 0.06% new Timeline FTCA PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 31,074 shares; 2026Q1: 31,074 shares 31,074 $226K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,159 shares 1,159 $224K 0.06% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 3,480 shares 3,480 $223K 0.06% new Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: 317 shares; 2025Q4: not reported; 2026Q1: 159 shares 159 $219K 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,279 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 897 shares 897 $219K 0.06% new Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 4,323 shares 4,323 $219K 0.06% new Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,392 shares; 2025Q3: 4,392 shares; 2025Q4: 4,392 shares; 2026Q1: 4,392 shares 4,392 $218K 0.06% 0 Timeline GBIL GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,145 shares 2,145 $215K 0.06% new Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,817 shares; 2024Q4: 4,596 shares; 2025Q1: 4,086 shares; 2025Q2: 4,035 shares; 2025Q3: 4,035 shares; 2025Q4: 3,535 shares; 2026Q1: 2,835 shares 2,835 $213K 0.06% -700 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 967 shares; 2024Q4: 967 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 602 shares; 2026Q1: 699 shares 699 $211K 0.06% +97 Timeline XLC 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: 2,060 shares; 2025Q3: 1,886 shares; 2025Q4: 1,886 shares; 2026Q1: 1,886 shares 1,886 $209K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,972 shares 2,972 $207K 0.06% new Timeline SPYG 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: 2,006 shares; 2025Q4: 2,091 shares; 2026Q1: 2,091 shares 2,091 $205K 0.06% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 7,247 shares 7,247 $203K 0.06% new Timeline OEF 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: 631 shares 631 $201K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 13,743 shares; 2025Q4: 13,718 shares; 2026Q1: 17,054 shares 17,054 $197K 0.05% +3,336 Timeline TLRY TILRAY BRANDS INC More: the full row for TILRAY BRANDS 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: 13,067 shares; 2026Q1: 14,605 shares 14,605 $94.5K 0.03% +1,538 Timeline